R.U.V.

CIO of Hindsight Capital LLP. Former Head of Research at Vomiting Camel Asset Management. Internship applicant at 10x DNA *Only here for shits and giggles*

[R.U.V. @HindsightCapLLP]

@orrdavid Love that office set-up --> One day ;-)

[R.U.V. @HindsightCapLLP]

@CulperResearch Nice work - company explanation of the long-term guidance cut makes 0 sense. (we'll see what others report (Grifols tomorrow))

Sell-side analysts also just behaving like puppies on the conference call.

[R.U.V. @HindsightCapLLP]

Really surprised how well my shorts from 3 years ago are still working - bad industries, low ROICs, weak FCF, high valuation, accounting gimmicks just don't go away overnight.
$ELUX - Electrolux
$ALO - Alstom
$TOM.OL - Tomra

Sucks to not be a L/S professional investor anymore

[R.U.V. @HindsightCapLLP]

@frank_thelen @wiwo Also haette ich dir, Lieber Frank, diese Frage schon X mal stellen koennen

"Wie unwissend oder bewusst täuschend kann man sein?"

[R.U.V. @HindsightCapLLP]

@frank_thelen @wiwo --> These are the facts as of today.
Anything else is vision or potential (goes both ways)

But given the track record - I think one should be just cautious. I am also still waiting for your flying Lilliums or the Solar Modules from Meyer Burger that you also promoted

[R.U.V. @HindsightCapLLP]

@inglouriouscap Most: Defence/Industrials
Least: Automotive (just dealing with cyclical ShitCos)

[R.U.V. @HindsightCapLLP]

@hidden_returns Im Urlaub sollte man auch mal Urlaub machen! ;-)

Enjoy!

[R.U.V. @HindsightCapLLP]

@evfcfaddict For you - minus 5% as of this morning (I expect a hug next time we meet🤗)

What annoys me more is peak to through ytd of -10%.
Of course horrible March, but then picks such a Novo, Grifols, Nintendo, Adyen have been massacred in February!

[Florian Weyand @WeyandWiwo]

Es tut sich erneut etwas in der deutschen #Robotik-Szene! #Anleger können jetzt direkt in den #Kochroboter von #CircusSE investieren. Die Roboter werden im Rahmen eines Sale-and-Leaseback-Modells an die @CircusGroupSE zurückvermietet.
https://t.co/Rl44GRPngA

[R.U.V. @HindsightCapLLP]

Schwurbel, Schwurbel, Schwurbel
- Bumsbude bleibt Bumsbude

Nur shorten kann man Sie leider nicht #ParTec $JY0

"ParTec and BF exaQC Take Note of Largely Favorable but Dismissive First-Instance Ruling. A Pyrrhic Victory for NVIDIA?!"

https://t.co/IcHTKqjjDE

[R.U.V. @HindsightCapLLP]

@ReneSellmann Shutting down, paying out investors.
Calling it a day and then starting a substack.

[R.U.V. @HindsightCapLLP]

Carnival comes early this year!

Very excited to listen to management and CCO Bullwinkel (Chief Clown Officer) and hear about the Rewe Pilot and the Ukrainian Soup Kitchens. Thank you @die_sdk

#CircusSE $CA1

[Florian Weyand @WeyandWiwo]

Der #Kochroboter von #Circus, der seit mehr als einem Monat bei #Rewe in #Duesseldorf steht, gönnt sich seit mehreren Tagen eine Auszeit. Zwischenzeitlich wurde der #Roboter sogar von Trennwänden verdeckt. Laut Circus handelt es sich um "Software und Menü-Update". #A2YN35 #CA1

[R.U.V. @HindsightCapLLP]

@BillAckman That conclusion is based on a correlation over 30 day time frame? Is that a sufficient sample size?
Where was that correlation over the last 6 or 12 month?

YTD Bitcoin in USD: -10%
YTD Fannie in USD: 177%

Could share the details of your analysis - since you run a multi/BN fund?

[R.U.V. @HindsightCapLLP]

@tbonecapital @CompoundingUp Got the same email - long only shows version in Japanese. Did you ask them about the English version?

[Boring_Business @BoringBiz_]

Investment banking analysts showing their Hinge date what they do in their free time, other than work

[R.U.V. @HindsightCapLLP]

@DeFiTechGlobal So:
i) How is this a return already today?
ii) How can you book this in your FY financials?
iii) Why do you have to hold to maturity, if you book the return already?
iv) How likely is it for SOL to remain at US$167 (history)?
v) Could you describe your definition of arbitrage?

[R.U.V. @HindsightCapLLP]

@DeFiTechGlobal ... state that "which is expected to be realized over three years if the trade is held to maturity and the SOL token price remains constant at approximately $167 per token."