Gavin Ezekowitz

[Gavin Ezekowitz @GavinEzekowitz]

@DSMMAprivate all this time and I never used your indicators... they are great thanks Nik

[Gavin Ezekowitz @GavinEzekowitz]

@DSMMAprivate Hey Nik, been busy marketing so have been offline. I am very long healthcare / bio., interested in your names and approach here. Will you point me to where you have shown how you think about it please .

[Gavin Ezekowitz @GavinEzekowitz]

@jmj Excellent note Jeff

[Gavin Ezekowitz @GavinEzekowitz]

@buccocapital @TMTBreakout all over this

[Gavin Ezekowitz @GavinEzekowitz]

@sonecrockett Love the new pooch! Good for you

[Gavin Ezekowitz @GavinEzekowitz]

@Tallow_beach Post Oct 7 levels of anti semetic behaviour are off the charts. I have exited groups due to people feeling comfortable with anti Jewish tropes. No one ever says yeah I hate those guys, it’s always subversive and cowardly.

[Gavin Ezekowitz @GavinEzekowitz]

@kieranwgoodwin These businesses will struggle with household income pressures from inflation in next period. You don’t need a recession.

[Gavin Ezekowitz @GavinEzekowitz]

@kieranwgoodwin Notable

[Gavin Ezekowitz @GavinEzekowitz]

@yaacov @DannyDayan5 All seriousness I am looking at a potential ai data toolkit that could replace me hiring another analyst.

[Gavin Ezekowitz @GavinEzekowitz]

@yaacov @DannyDayan5 Funny that’s what your colleague just said to me

[Gavin Ezekowitz @GavinEzekowitz]

@BobEUnlimited I think the issue is different. Guys in pc have been putting out funds at ever lower spreads and covenants. This has helped PE and others. This reverses its not that the PC guys are the problem it’s how much growth has been fueled by this lending.

[Gavin Ezekowitz @GavinEzekowitz]

@BobEUnlimited @toiletkingcap ‘Merica

[Gavin Ezekowitz @GavinEzekowitz]

@sonecrockett More questions less judgement brother couldn’t agree more

[Gavin Ezekowitz @GavinEzekowitz]

@DsrPrivate Get well soon Andy.

[Gavin Ezekowitz @GavinEzekowitz]

@sonecrockett @agnostoxxx Arent you just guy from a rural western town who loves fly fishing, whats not to like?

[Gavin Ezekowitz @GavinEzekowitz]

@wolfejosh Fantastic note Josh, we are an allocator and will endevour to get in front of your team before your next vintage. Keep rolling, well done.

[Gavin Ezekowitz @GavinEzekowitz]

@msuster The future is perhaps more walled gardens versus common ground when it comes to data

[Gavin Ezekowitz @GavinEzekowitz]

@sonecrockett @DsrPrivate @Jimmyjude13 My opener on my fund roadshow is: first AI ate software and now AI is eating humans. I am here to sell you a knife and fork. It gets nervous laughter.

[Gavin Ezekowitz @GavinEzekowitz]

@sonecrockett @DsrPrivate @Jimmyjude13 We own anthropic in my fund and on behalf of our clients. Honestly Sonny your counterparty risk is off the charts on these trades. But yeah. And I own HYPE.