DupontCircleCap

Views from the swamp. Life is about optionality. Value isn't always cheap. Not investment advice. NYC ex-pat.

[DupontCircleCap @DupontCircleCap]

Dana Carvey did this to Bush 41 and we felt bad. Jeremy Culhane doing it to Tucker Carlson? That’s the goal. That’s the rule. #SNL

[Saturday Night Live @nbcsnl]

Tucker Carlson is back at the desk

[DupontCircleCap @DupontCircleCap]

@TTRAmyloid Using the WAC, it is around $800k, but isn't the net price closer to $450k from the value based caps?

[DupontCircleCap @DupontCircleCap]

Predictions are hard, especially about the future.

[Nate Geraci @NateGeraci]

Wall Street strategists’ year-end target on S&P 500 at different points throughout year…

What a complete joke.

Nobody. Knows. Anything.

via @geoffreymorgan

[DupontCircleCap @DupontCircleCap]

@Olivia_Reingold Poly Prep is not elite. Might as well include Dwight at that point.

[DupontCircleCap @DupontCircleCap]

Market up on second large international conflict coupled with domestic terrorism. Only a natural disaster could boost stock prices at this point.

[DupontCircleCap @DupontCircleCap]

Trump is cutting govt spending, laying off hundreds of thousands of workers, potentially increasing prices via tariffs, &policy uncertainty is causing businesses to pause spending until there is clarity. And he's using our reserves to buy crypto. I guess he wants a recession?

[DupontCircleCap @DupontCircleCap]

In 35 years, the only country to move from emerging to developed is South Korea. Are there others I’m missing? Maybe emerging stays emerging and developed stays developed due some persistent dynamics like rule of law, etc.?

[DupontCircleCap @DupontCircleCap]

@pmarca Certainly represents the forgotten rust belt man that powered Trump to victory.

[DupontCircleCap @DupontCircleCap]

A classic sell Rosh Hashanah and buy Yom Kippur seasonal dynamic.

[DupontCircleCap @DupontCircleCap]

@KoyfinCharts $RTO.L. European based pest control business that derives plurality of revenue from US business (Terminix).

[DupontCircleCap @DupontCircleCap]

@thehill Taking ‘if you love something, let it go’ to a whole other level.

[DupontCircleCap @DupontCircleCap]

@verdadcap Like the presentation (and all of your research) and agree with your findings (and have been early/wrong). Some of the dynamics have persisted for some time (e.g., US, growth, and large cap trading at a premium). Why would the geo, size, or value spread close now?

[DupontCircleCap @DupontCircleCap]

@ChairliftCap Puerto Rico. In the US, short flight, and always warm.

[DupontCircleCap @DupontCircleCap]

@thehill Unfortunately Israel is fighting Hamas and not Hummus

[DupontCircleCap @DupontCircleCap]

Sell Rosh Hashanah, Buy Yom Kippur

[DupontCircleCap @DupontCircleCap]

China is a jail, Europe is a museum, Japan is a retirement home, and the US is a business. #SPY

[DupontCircleCap @DupontCircleCap]

The most value $DISCA has extracted from $TWX is using the Green Lantern logo in the convoluted HBO Max rebrand.

[DupontCircleCap @DupontCircleCap]

People in ski masks regularly rob @Target and @CVSHealth in DC. The lack of rule of law will continue to drive people from the city while VA and MD benefit. What is @MayorBowser’s plan? Why is there an acceptance that the social contract is broken?

[DupontCircleCap @DupontCircleCap]

@Greenbackd @RyanPKirlin @alphaarchitect How would you take advantage of this? And, also, how would you explain value's underperformance for 10+ years? Has the shift to intangible biz models undone value? Perhaps the growth in private market capital has allowed good value companies to stay private? Or was it all rates?

[DupontCircleCap @DupontCircleCap]

@JustinWolfers Covid-driven boomer early retirements and decreased immigration resulting in a structurally tight labor maker for the near-term?