liens of new york @liensofnewyork
L/S Joined October 2019-
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There is nothing overrated about Warren Buffett.
Feel bad for all the REI tents that expected to see wilderness but got an ivy league campus instead
Wonder how many hedge funds have been launched simply because it was a nice day in NYC
If you believe the narrative from the banks, you can thank an open border for the lower rates today.
I think wing can trade at 50x the close to $7 bucks they'll do in 2026. And for that you're getting a mid-teens top line algo and 20% growth on EPS. So $350 is where I see people buying who would otherwise gawk at valuation. Not a bad R/R
How many of the 4,800 KFC's in the US would have positive ROIC from converting to a Wingstop? A lot? Most? All?
Retail investors unaware sbux is going to comp negative or that the CEO doesn't have the temperament to deal with it.
Retail investors unaware sbux is going to comp negative or that the CEO doesn't have the temperament to deal with it.
Elon also calls it the Willis tower
I haven't seen the m science on wing report but if it said they are going to comp 20%+ then I agree. Also, the Twitter girls seem to like the churros - Cleveland didn't pick up on that either
A year ago I left my job at a hedge fund in NY to start my own fund, Bristlemoon Capital. Some thoughts below on the journey of launching a fund (both the good and bad):
I wish I ran my own fun. Not because I think I'm better than anyone else at managing money but because I believe I could create a more attractive environment to hire talent.
My acquisition of a sandwich on the way home from work was blocked by the FTC
If you looked at the charts for the two most popular reits, eqix and pld, and tried to guess which one had a short report, you'd be wrong.
Yes, the planet got destroyed. But for a beautiful moment in time lower rates made homes affordable again.
You should never over tax an industry you don't like unless you want your budget to be tied to their success.
Private equity returns are driving by one thing. Vintage
Private equity returns are driving by one thing. Vintage
High Yield Harry @HighyieldHarry
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Warren Buffett slipping up and accidentally calling Greg Abel “Charlie” may be one of the most charming and perfect honors I’ve seen of the recently passed Charlie Munger. You know Charlie is deep in Warren’s heart. $BRK
@EllliotttB My $EXR unit went from $45/mo at move-in to $120 three months later 🫠
This made me gasp.
Tinder in Omaha was *exactly* what I was expecting
I’m hiring an ML engineer with computer vision experience. This is your opportunity to work on something that actually matters and listen to me make jokes all day. DM your resume.
@liensofnewyork At least they’re being used, unlike most stuff purchased at REI
@liensofnewyork When it’s sunny and warm in NYC it feels like everyone just popped a molly. Good capital raising conditions
Got himself banned from the store next door, all over the news, serious neighborhood cat drama
japanese cities are what i thought living in a major US city would be like but it turned out to be working 14 hours a day to live near wine and cheese shops in increasingly gentrified neighborhoods IG johnny_daigo
@liensofnewyork Most of them are launched for simply no reason at all.
Of course so much of it went to the genocidal kleptocracy that is Hamas. But sure, it's the US establishment that is evil.
Do you want to know what executive failure looks like the USA? Adam Neumann never made a fucking dime creating WeWork, company insolvent.....this is where he now lives
@DWhit44986 @Lizatthebeach At -87% should be in a homeless camp
Bucks fans therapy session. Let it all out. This is a safe place.
spoke on first ever larger-scale conference panel w/ a bunch of CEOs it went pretty well ! i think i can probably speak slower w/ more gravitas, which probably takes more intentional practice
@elonmusk I have just raised this flag and believe I should be punished all summer. But hopefully not to one of their God-forsaken islands. Where do I collect my one-way ticket…?