Keyser Soze

(Excel) Models & Bottles (of Tums)

[Keyser Soze @KeyserSozeCFA]

64 degrees in Mexico City and they are still taking hydration breaks?

[Keyser Soze @KeyserSozeCFA]

@LongVollllll And I guess no SpaceEx either huh?

[Keyser Soze @KeyserSozeCFA]

@InesLakzit @FundamentEdge Is the moat the transcripts or the AI overlay?

Seems like using your own AI and integrating other sources of data (including internal work) is the holy grail. But maybe I’m overlooking something.

[Keyser Soze @KeyserSozeCFA]

@blueprintsmb22 In the hedge fund business, you have to absolutely love the business and hate losses.

80% get flushed out by 40. If you happen to survive to 50, then 80% of those people get tired of giving a fuck.

Very hard to keep grinding (truly grinding) when you have plenty of money.

[Keyser Soze @KeyserSozeCFA]

I feel like you have 18 months max to either have the ability to pull the trigger on trades (or at least generate ideas for the trigger puller) or you're toast.

No consultants care about the "optics" of having a team of analysts on the org chart anymore.

[Keyser Soze @KeyserSozeCFA]

Where are those clever "Just Buy It" analyst reports and upgrades on NKE now?

They were all over the place last year

When a new CEO says he's going to "get back to sports" & his first deal is w/ Kim Kardashian and her SKIMS, you have to at least question the turn around - No?

[Keyser Soze @KeyserSozeCFA]

@jimsoxfan Their ass in the jackpot now

[Keyser Soze @KeyserSozeCFA]

Can NIL deals be incentivized? Like “if you reach the final four you get a $500k bonus. You win it all and you get another $500k”

I feel like that would improve it some.

[Keyser Soze @KeyserSozeCFA]

If you are looking for a filter to apply about who to follow, I suggest using this method:

If they like to make fun of, or talk about how "stupid" somebody is, because they are going through a tough stretch of poor performance, then I'm 99% sure they have never done this job.

[Keyser Soze @KeyserSozeCFA]

@pmje73 Or if you are constantly blaming “stupid pod shops” guys.

[Keyser Soze @KeyserSozeCFA]

@JoshYoung Carrying asphalt/bitumen but i like his style...

[Keyser Soze @KeyserSozeCFA]

@TBU12345678 I often wondered how good some of these people are if they are willing to spend an hour answering questions for a grand total of $500 before tax.

[Keyser Soze @KeyserSozeCFA]

File this under "Fuck that, I'm done covering this stock... You take it"

[Keyser Soze @KeyserSozeCFA]

@rich_toad I like this. Gives me Glengarry vibes..

“Put that coffee down!”

“You call yourself an analyst you son of a bitch?”

[Keyser Soze @KeyserSozeCFA]

Special place in hell for people that post fake videos and don’t disclose it.

[Keyser Soze @KeyserSozeCFA]

Victory laps from the newsletter people are getting harder to stomach.

Never met anybody with a big ego that lasted in this business.

[Keyser Soze @KeyserSozeCFA]

@MattBuildss @austin_rief Just utilize the transfer portal?

[Keyser Soze @KeyserSozeCFA]

Why are kids with a total of 3 semesters of school being asked to navigate super days already (with exploding offers)?

How the hell are you supposed to know where you want to work already?

[Keyser Soze @KeyserSozeCFA]

Hopefully, we can remember (over the next 10+ years when a Democrat is in the White House), that we don't need to do a damn thing to change the structure of the Supreme Court.

[Keyser Soze @KeyserSozeCFA]

Most of my time these last few days consist of me saying something like

"How in the hell is AI going to disrupt....(Fill in Blank)?

No way....

Well...then again...maybe?

I wouldn't think so...but maybe...

I can sorta see it... "