Fishtown Capital

Mostly finance nerd, plus Tech/Med Device space

[Fishtown Capital @FishtownCap]

Thank you. I traded in the late 90’s as a teenager and had turned $3k into $25k back then (substantial for a 19 year old!) I knew a mania when I saw it, but was fully invested in 2021 because thought stocks had nowhere to go but up, but started taking a lot of exposure off, and moved a ton to energy which was being underinvested in with demand coming back

[Fishtown Capital @FishtownCap]

Anyone want to hire me? (advice welcome, too.)

Current FT role in Med Device R&D ending soon. Been a great 23 year run, but been focused more on investing since at least 2017. Unsure if I get another R&D job, invest my PA fulltime, or do "something else."

Wife isn't thrilled with the idea of me being in the house for the next 40+ years, and it concerns me too. So just exploring other possibilities.

Track record below.

[Fishtown Capital @FishtownCap]

Thanks for the reply and the note. Stay in touch and let me know how it goes. I had a 1 year or so break 4 years ago, and I was never bored, but I was childless living in Philly still then.

Your sentiment is similar to MOST of the people I know in my field that left.. don’t miss the work but miss the people

[Fishtown Capital @FishtownCap]

@Manos_99 I don't know what you mean by that.

[Fishtown Capital @FishtownCap]

@valuedontlie @NickalobeUltra Would be great to chat. And longshot but let me know about the meeting.

I'll follow up with you via DM Monday

[Fishtown Capital @FishtownCap]

@ohcapideas Appreciate it, thank you.

[Fishtown Capital @FishtownCap]

@shortbus_ace I think so too. I'm in a great place regardless so we're all good.

[Fishtown Capital @FishtownCap]

@SameerKAgrawal Really appreciate that, thank you.

[Fishtown Capital @FishtownCap]

@shortbus_ace Appreciate that my friend. Was hoping to stay with the company a couple more years but wasn't in the cards..

[Fishtown Capital @FishtownCap]

@blondesnmoney They screwed up the UI for this, it's not intuitive.

Go to More->Performance, you need to choose "3Yr" "5Yr" or "10Yr", and then it will show up under "Risk Measurements"

[Fishtown Capital @FishtownCap]

@orrdavid Only track record. I'll DM you some additional details.

[Fishtown Capital @FishtownCap]

Money wise, it's a very long timeframe for a family with a young child and planning on a 2nd. Life wise, it's a long time sitting around the house staring at a computer and not interacting with others face to face.. the primary point of the post, it's not about how I can make the most money.

[Fishtown Capital @FishtownCap]

@TO_SURLEAU I’m happy to share all of that if there’s a genuine interest from someone. AUM is significant, this isn’t a couple hundred grand..

[Fishtown Capital @FishtownCap]

@valuehurts @Tintincapital My wife agrees with you, I’m struggling with how many more years I do something I’m lukewarm about to gain smallish amounts of buffer.

[Fishtown Capital @FishtownCap]

@realMerryMonk @Tintincapital Will DM, thank you

[Fishtown Capital @FishtownCap]

@Mr_Neutral_Man Appreciate it. Sending DM.

[Fishtown Capital @FishtownCap]

Appreciate that. I'd call myself a "very good" investor. Last 3-4 years has been a great environment to make money in and I've done well, but not great. I feel like I've made a ton of mistakes. I'd love to find something around here similar to what Colin does. Something like that with the right partners would be ideal, or investing for a small hedge fund or family office.

[Fishtown Capital @FishtownCap]

wealth growth + personal life satisfaction. I haven't been passionate about my fulltime role in a long time, and as my wealth has grown, the FT job is becoming less of a factor in the former. That said - its still a high paying career and there's really no going back if I'm away for an extended period of time.

[Fishtown Capital @FishtownCap]

@BigBoyBern80872 My goal isn't to maximize employment income.

[Fishtown Capital @FishtownCap]

Writing more for SeekingAlpha or starting a substack would go with the "investing the PA" path. If I did this, I'm not sure it would make sense to pay for an office elsewhere when I have an excellent home office. This is an option, but want to see what else is available to me, because this doesn't solve the "working solo for myself" thing which I'm not sure I'm fully ready for.