Bluegrass Capital

Student of business models. Player of infinite games. Lets build something together.

[Bluegrass Capital @BluegrassCap]

Q&A with Bluegrass Capital https://t.co/eShbh89olI

[Bluegrass Capital @BluegrassCap]

A generational talent here with outstanding analytical tools, communication ability, work ethic, patience, and empathy. My favorite beer when in NYC. Won't be on the market for long. https://t.co/rDmL7o5yNV

[WTCM @WTCM3]

I’m looking to join a new team (public equities); currently based in NYC but flexible. DMs open / wtcm2023 [at] gmail and thanks for the help.

[WTCM @WTCM3]

I’m looking to join a new team (public equities); currently based in NYC but flexible. DMs open / wtcm2023 [at] gmail and thanks for the help.

[Bluegrass Capital @BluegrassCap]

@walktothecabin @ArdaCapital We all do. There is a season...

[Hanes Torbett @Tarheelbb]

@CBSSports @Vol_Football UT President Randy Boyd regarding the goal posts

[moatsixcap @moatsixcap]

@BluegrassCap The worst putt is better than the best chip

[Bluegrass Capital @BluegrassCap]

@borrowed_ideas Share a lot of thoughts here on inflections and duration. I've learned that market has very hard time interpreting 2nd derivative of growth.

[Mostly Borrowed Ideas @borrowed_ideas]

Market is mostly an extrapolation machine. Whatever that’s happening now is assumed to continue in a straight line. Market is generally right in direction but wrong in duration.

I am part of the market. Whenever I bemoan the market, I’m also probably belittling part of myself.

[Bluegrass Capital @BluegrassCap]

What are your most valuable lessons from January 2020 to now?

[Bluegrass Capital @BluegrassCap]

@robertqking @DatuuNoon @GavinSBaker CPI report

[Bluegrass Capital @BluegrassCap]

@u_plus_k @InvestmentTalkk @PythiaR @bizalmanac @S_curvecap @Cashflow_Cowboy @buccocapital @WTCM3

[Bluegrass Capital @BluegrassCap]

@WTCM3 We read about culture all day as analysts but it's just as impt on the other side of the table

[WTCM @WTCM3]

Clear competitive advantage(s) >> makes common measures/beliefs easier to create and use >> drives more transparency, learning, and adaptation. Which companies have 'virtuous loop' of all three design principles?

[Bluegrass Capital @BluegrassCap]

@buccocapital @PythiaR @WTCM3 Today its very ad hominem + short term. But market environment has gotten incre more difficult (in defense of current fintwit). Fwiw WTCM & I have had some cocktails together, &both landed in shops we don't deserve to be at. I became a crossover investor & s/he became a Garpy PM.

[Bluegrass Capital @BluegrassCap]

https://t.co/P6mFAespZH

[Bluegrass Capital @BluegrassCap]

"It's almost that he wants to make sure that we see him."

There's more here than you see. Not just a double entendre. We will have fun with this in 20 years. Make money.

[Bluegrass Capital @BluegrassCap]

Time to steal some things https://t.co/ciwWsxPBHT

[Bluegrass Capital @BluegrassCap]

Choose your fighter: 50 bps in rates or owning the global OS for the next decade. I heard operating systems have pricing power.

[Sidecar Investor @sidecarcap]

Invest in businesses that scale with people you can trust.

[Andy 🍕🏔️ @bizalmanac]

@BluegrassCap