Garrick Bernstein

Husband, audiophile and life long learner and helper.

[Garrick Bernstein @Garrickdb]

LIne Magnetic 212 tube amp in action

[Garrick Bernstein @Garrickdb]

@mikeeisenberg @BarnardCollege Wow that is insane

[Garrick Bernstein @Garrickdb]

@mattcohler @GavinSBaker @mattcohler highly recommend Mola Mola Tambaqui DAC - game changer for classical

[Garrick Bernstein @Garrickdb]

@zerohedge Each of these investors has top 15 best track records globally over 15-20 years they will do well by their investors who are largely pension funds that need returns to payout to teachers, cops, firemen, etc. What’s your point?

[Garrick Bernstein @Garrickdb]

@QuisitiveInvest I think missing from narrative is yes the Fund loses money but to what end? The money is also as you well know from universities, unions, police and fire pensions, libraries etc etc. so they lose + the holders of toxic paper of declining businesses at nonsensical prices. Congrats

[Garrick Bernstein @Garrickdb]

@hblodget @felixsalmon @kairyssdal @hblodget thank you. Fundamental lack of understanding. When $10-$20B hf is down the PM loses + municipalities, teachers pensions, university systems, police and fire department pensions, library systems and the list goes on. They don’t short to “ruin” a business but 4 alpha.

[Garrick Bernstein @Garrickdb]

@chrisfralic Q is substantially better than tidal. If you have a DAC recommend Roon nucleus as player and source. Can give more detail offline.

[Garrick Bernstein @Garrickdb]

@QuisitiveInvest Uh $ChRC.U have the one of the better track records as investors over many decades.

[Robert Paylor @RobertPaylor5]

Looking back on old videos fills me with overwhelming gratitude for how far I’ve come and how far I’ll go.

Let this video be a reminder to keep hope when things get tough. It may be hard to see in the moment, but things will get better.

[Robert Paylor @RobertPaylor5]

Today marks the first time on my feet on Witter Rugby Field’s turf since my injury. No greater place to get some work in.

[Garrick Bernstein @Garrickdb]

@mmallin Because it’s critically important to see that your friend paid some else for pizza and wine or for walking their dog.

[Garrick Bernstein @Garrickdb]

@APompliano Gabe Plotkin (Melvin Capital) and Dan Sundheim (D1)

[Garrick Bernstein @Garrickdb]

@ecommerceshares Actually more like 23x but it’s very full right now - hard to get excited

[Garrick Bernstein @Garrickdb]

@QuisitiveInvest @UnhedgedApp Comps are slightly positive in July.

[Garrick Bernstein @Garrickdb]

@bgurley If they were 50x oversubscribed maybe they should have been 1x oversubscribed at a dramatically different (higher) price.

[Garrick Bernstein @Garrickdb]

Too much focus on qualitative stories and narratives on stocks - would like more discussion on “reverse DCF”; ie at current price what annual cash flow performance is required to justify? It can’t be “own at any price” forever. We have seen this movie.

[Garrick Bernstein @Garrickdb]

@wolfejosh Valuation is no longer a variable in this market. FOMO+ QE + real interest rates = thematic narrative investing - own at any price. No need to do the work. Question is what causes a reversal - rate uptick + inflation?

[Garrick Bernstein @Garrickdb]

@wolfejosh Here here. Ivan is one of a kind, to know him is to love him. Going on 35 years of friendship - he could have had any job - he chose to change the lives of thousands of kids.

[Garrick Bernstein @Garrickdb]

@wolfejosh So many examples of sheer insanity - price doesn’t matter - FOMO + QE + 0% real interest rates are enticing people to buy at any price

[Garrick Bernstein @Garrickdb]

@bsw5020 Your positive attitude is incredible and inspiring.