Capital Compound

Consumer L/S equity

[Capital Compound @CapitalCompoun2]

Does anyone have an opinion on the best note-taking application for PC? I've typically used OneNote but curious if anyone's found anything better

[Capital Compound @CapitalCompoun2]

@biancoresearch …and capital comes out of this fleecing smaller bank shareholders. Although, this doesn’t solve the core issue at play, which is that tech valuations, loan MTM, startup values, etc. are likely less than advertises which puts pressure at every point of the financial system.

[Capital Compound @CapitalCompoun2]

@biancoresearch …$35Bn equity that just got wiped out. Unless I’m missing something, would assume the assets have been marked to market as of 4Q’21 and should be reasonably representative of value (barring some sort of major fraud). One has to think a big play with both liquidity…

[Capital Compound @CapitalCompoun2]

…interesting questions or conversation topics which have landed well historically? I have plenty myself but would welcome hearing about anything folks think have landed well in conversations historically. Thanks!

[Capital Compound @CapitalCompoun2]

@garyblack00 @elonmusk I continue to be shocked that the stock is trading -30% below takeout price despite both i) airtight US takeover laws (for good reason) and ii) EM held a town hall with the biz (that’s what one would do when about to buy a business)…maybe I’m missing something??

[Capital Compound @CapitalCompoun2]

@LolaG808 Idgaf if $QQQ down -30% if you’re telling me a heater like Sup Mate isn’t gonna be released again

[Capital Compound @CapitalCompoun2]

@Fred_McFeely Sounds like it’s time to start buying then

[Capital Compound @CapitalCompoun2]

IFRS standard of reporting should be illegal.

[Capital Compound @CapitalCompoun2]

@UpperLMM Smh, you know that’s coming out in the QoE, should’ve gotten the filet

[Capital Compound @CapitalCompoun2]

@SlingshotCap Completely asinine. With growth alone it will be at 3x sales in a year or two.

[Capital Compound @CapitalCompoun2]

@DownsideCase I’ve had great experience with A&M on smaller transactions. We use Deloitte 99% of the time on anything of scale, though.

[Capital Compound @CapitalCompoun2]

@Aurum_cap It was relevant 1.5 years ago, it was just a bit more fun when everything was going up 😁

[Capital Compound @CapitalCompoun2]

@gweinz20 @LolaG808 Crick

[Capital Compound @CapitalCompoun2]

@LolaG808 ⬛️⬛️🟩⬛️⬛️
⬛️⬛️🟩⬛️⬛️
⬛️⬛️🟩⬛️⬛️
⬛️⬛️🟩🟨⬛️
⬛️🟩🟩🟩🟩
🟩🟩🟩🟩🟩
Just got it. Looks like a big middle finger. Describes my interactions with the game well.

[Capital Compound @CapitalCompoun2]

@LolaG808 I don’t think I’ve ever felt so dumb playing a game. For some reason I’m trash

[Capital Compound @CapitalCompoun2]

@ServoWealth Exactly how I feel about $KWEB right now. Bucket of a few the world’s finest businesses at once-in-a-decade discount. Need to remind myself that discounts like this only come when it’s painful to press “buy”…hopefully I’m thanking myself in 15+ years…patience generally wins.

[Capital Compound @CapitalCompoun2]

@LibertyRPF They could 10x Excel prices on any Wall Street firm

[Capital Compound @CapitalCompoun2]

@jmccart10 Free cash flow which turns into share buybacks and dividends

[Capital Compound @CapitalCompoun2]

@wwwwwwinter My VP behind me - “can you please stop doing that while I’m standing here”