Snarky PM

[Snarky PM @JetSkiGolfLife]

Question for all u simps. Whats there to worship about this middle aged slug?

[Jonathan Harrier, CMT @jonathanharrier]

$BABA $JD $KWEB $FXI

Check out this video of David Tepper on China. He is emphatic and you can tell this is a significant moment for him, and his fund.

It’s worth watching to just witness his conviction, regardless of what you think about China stuff.

[Snarky PM @JetSkiGolfLife]

@CathieDWood Your returns are unconstitutional

[Snarky PM @JetSkiGolfLife]

a rapist turned semi expert

[Gavin Baker @GavinSBaker]

There are 6 distinct semi cycles now.

Nvidia.

The GB200 ecosystem, i.e. Amphenol.

The rest of AI.

Smartphones.

Memory.

Industrial levered analog.

They are about to wildly diverge.

[Snarky PM @JetSkiGolfLife]

would let a dead buffett manage my money before giving it to imbeciles like @BillAckman

[buyhighsellhigher @ebitdaddy90]

Buffett at 90 is probably still better than 90% of us . You are not Buffett . Just accept it.

[Snarky PM @JetSkiGolfLife]

You shouldn't be investing if you need a checklist

[Kumar🇺🇸 @datarade]

Love this investment checklist that @sb9721p showed me 5 years ago.

Monstrously useful.

[Snarky PM @JetSkiGolfLife]

We're starting to see that einhorn ain't so bad after all, but this james fishnet imbecile is a moronic disgrace

[C. @funfriar101]

@JetSkiGolfLife @BillAckman Forgive me if I'm mistaken but I thought he is a social justice warrior these days and spends most of his time fighting from the Hudson River to the Atlantic sea for a free Palestinian state with Harvard as it's capital.

[Snarky PM @JetSkiGolfLife]

What a complete fucking moron @BillAckman whos giving this idiot money to manage?

[Uber Comms @Uber_Comms]

Hi Bill - we're stepping in for @dkhos who's on a business trip. We pass 100% of the tip to Curb (our taxi partner), and they are required to pass the tip to the driver, usually within a day or so.

The tip isn't showing on this screen because passengers tip after the trip ends, and this screen doesn't refresh. That's why the screen says "tip may be added by passenger after trip completion" and "check trip history for final Grand Total amount".

It's not as clear as it should be for taxi drivers. This is a relatively new product for us, and we'll work with our partners to improve this screen. We're really excited about bringing @Uber demand to taxis - we believe we are better together.

[Snarky PM @JetSkiGolfLife]

"we made a lot of money together"

u mean u licked the cum off david einhorn's balls and swallowed it with your eyes

[Snarky PM @JetSkiGolfLife]

trust me this will end poorly

[Capital Employed @capitalemployed]

Very impressive returns from @hkuppy

Deserves an emoji🚀

[Snarky PM @JetSkiGolfLife]

how do we become contrarian like you? wheres your newsletter

[Richard Chu @richard_chu97]

I added to $CVNA all the way down in 2022, making it my largest position, and publicly shared my research and performance, despite ridicule

I looked stupid for a while, but CVNA’s superior business model is now being validated

Lesson: Being contrarian pays; think independently

[Snarky PM @JetSkiGolfLife]

only mistake for a contrarian genius like Richard is not betting big enough so make sure to go all in this time

[Richard Chu @richard_chu97]

Bought a bunch of $CDLX today

The market is concerned about the top-line miss stemming from a shift in pricing models

While this transition may hurt ST results, I believe it'll benefit the business in the LT. I also expect Amex's launch to lead to a major P&L inflection in '25

[Snarky PM @JetSkiGolfLife]

imagine being a 🤡 that thinks this is real

[Boring_Business @BoringBiz_]

KKR delivering 26% gross IRR over 48 years is impressive, no matter how you cut it

Even more impressive is that none of their funds (out of 25) have lost money

22 out of 25, or 88%, have outperformed the benchmark

[Snarky PM @JetSkiGolfLife]

@BInvestooor @Stamford_Sam changing the fund name wont improve his chance of outperforming. still zero.

[Snarky PM @JetSkiGolfLife]

shouldn't u be managing this "fund" instead of collecting likes on this app

[George Hadjia @GHadjia]

A year ago I left my job at a hedge fund in NY to start my own fund, Bristlemoon Capital. Some thoughts below on the journey of launching a fund (both the good and bad):

[Snarky PM @JetSkiGolfLife]

what about the one your dad wrote while his clients were losing their shirts

[Patrick OShaughnessy @patrick_oshag]

Some books I wish everyone read and internalized:

Lessons of history (will and Ariel Durant)
Upanishads (Easewaran translation)
Path of least resistance (Fritz)
Emerson’s collected essays
Labyrinths (Borges)
Bird by Bird (Lamott)
Tao te Ching
Titan (Chernow)
Sidhartha (Hesse)
Awareness (De Mello)
Anti fragile (Taleb)
All of Caro
Finite and Infinite Games (Carse)
Art of Gathering (Parker)
Score Takes Care of Itself (Walsh)
Let My People Go Surfing
Endurance (Lansing)
Setting the Table (Meyer)
7 Powers (Helmer)
Scale (West)
Shantaram (Roberts)
Bhagavad Gita
Creativity, Inc (Catmull)
War of Art (Pressfield)
Nobody Wants to Read your Sh*t
The Wisdom of Life (Schopenhauer)
Energy and Civilization (Smil)
Influence (Cialdini)
Impro (Johnston)
Poor Charlie’s Almanack
Pitch Anything (Klaff)
Alchemy (Sutherland)
Reflections on the Art of living (Campbell)
Complete works of TS Eliot
Thinking fast and slow
The prize (Yergin)
Outsiders (Thorndike)
Zero to one (Thiel)
Systems Bible (Gall)
Positioning (Ries and Trout)

[Snarky PM @JetSkiGolfLife]

@Dufief_Mill 💩🙈

[Snarky PM @JetSkiGolfLife]

"strategy" at google and can't read an income statement

[Corry Wang @corry_wang]

1/ In 2019, a fintwit topic de jour was how Doordash was torpedoing the economics of food delivery with crazy subsidies (culminating in Grubhub’s disaster quarter of Q3 19)

Fast forward today: Doordash killed Grubhub and is now annualizing $2.5B of profits (and $1.5B ex-SBC!)

[Snarky PM @JetSkiGolfLife]

@MedicallySmolPP lol what a dumb cunt

[Snarky PM @JetSkiGolfLife]

Wtf who is this 🤡

[Samantha McLemore @SamanthaMcLemor]

If you are interested in an analyst role, are passionate/obsessive about stocks/making money, think independently, understand behavior and are emotionally stable, DM me with a few of your top stock picks. Happy Saturday!