Generic HF PM

We are not smarter than anyone else but we conduct deep research to come up with differentiated views

[Generic HF PM @GenericHf]

Short $KLG. Our value added research sees cereal volumes declining over the next few years...

[Generic HF PM @GenericHf]

Can't believe how asleep the market is on $META, it is stupid cheap. We are way above consensus on 🧵revenue.

[Generic HF PM @GenericHf]

We are long $META. We think the market doesn't understand how HIGH QUALITY this biz is

[Generic HF PM @GenericHf]

We are long $META. We think the market doesn't understand how HIGH QUALITY this biz is

[Generic HF PM @GenericHf]

Just invest in a fund with a real edge, no need to listen to Buffett this morning @cnbc

[Generic HF PM @GenericHf]

@thepupil11 @mu2myoc We always use highly conservative accounting on stocks that are down 90%

[Generic HF PM @GenericHf]

We normally ignore balance sheets since we don't get the point of them except when we short banks that are down 90% and we believe the market doesn't understand that they are in trouble $FRC

[Generic HF PM @GenericHf]

It is delusional to buy $FRC at $23 now but quite rational to buy it at $192 for its high quality deposit base and fantastic management team while shorting it now at $23 because regional banks are toast

[Milton Friedman @TeaBagCapital]

It is delusional to think that you can effectively analyze a bank. $FRC

[Generic HF PM @GenericHf]

Short regional banks. We might be early but we think uninsured deposits will flee everywhere. $SIVB $FRC

[Generic HF PM @GenericHf]

Wow ex-analyst at RayJay! I love investing in SPACs with aligned and highly competent management. $GRNT $RJF

[Generic HF PM @GenericHf]

We have never been more excited about our portfolio than today!!!

[Generic HF PM @GenericHf]

Super excited about our newest Long. Just completed our 100th expert call (100 is our hurdle rate) and are able to buy it now. There were only 3 experts that were negative on the name. Also promoted the analyst on the name. Love our process @TegusHQ @GLG

[Generic HF PM @GenericHf]

@spanishprofit Huh what is BROS???

[Generic HF PM @GenericHf]

Inflation is over and the Fed is sleeping! My analyst is paying $7,800/month for his studio. Last year's analyst was paying $8,100.

[Generic HF PM @GenericHf]

Our short book is down 69.2% YTD as shitcos have mooned. The market is in a bubble again. We think these are very dangerous times...

[Generic HF PM @GenericHf]

Have to give credit where it's due. Long book is up 11.2% YTD, fantastic job team!

[Generic HF PM @GenericHf]

During up years, we ascribe returns to our disciplined and differentiated investment process. In down years, we ascribe returns to the Fed and the short-termism of the market. So there really is never a rational justification for why an investor should redeem from our fund.

[Generic HF PM @GenericHf]

Agree with @GreenhavenRoad on $HGTY. It's a great business! The fact that the stock is incredibly overvalued doesn't mean we cannot make money on it once the macro picture improves...

[Generic HF PM @GenericHf]

What's $ROKU now trading on buyside EPS estimates??

[Generic HF PM @GenericHf]

I see $HLF is a fraud again

[Generic HF PM @GenericHf]

We are contrarian investors, we think people are currently not paying enough attention to the Fed