Matt Brown

The prodigal son has returned.

[Matt Brown @MattyMoo_128]

They said value investing was dead but I say it just skipped a generation

[Matt Brown @MattyMoo_128]

@TMTLongShort C + D is my base case
A could be very real in pockets of the admin (Bessent)
B seems unlikely to me

[Matt Brown @MattyMoo_128]

@CliffordAsness @threadreaderapp unroll

[Matt Brown @MattyMoo_128]

@CliffordAsness @UnrollHelper

[Matt Brown @MattyMoo_128]

@BrianLe_Blanc @M_C_Klein @ernietedeschi @talmonsmith @EconstratPB @besttrousers @LevyAntoine @BobEUnlimited Adding @LHMacro for visibility since I know he has done a lot of research on the K shaped economy as well

[Matt Brown @MattyMoo_128]

@TheBestPoaster Lot of retail was exit liquidity

[Matt Brown @MattyMoo_128]

@sammyd0478942 Wait till the ANT rumors starting picking up momentum

[Matt Brown @MattyMoo_128]

@JaredKubin I love this side project, I will be following and chiming in if I think it’s additive 🫡

[Matt Brown @MattyMoo_128]

@CliffordAsness Rangers next?

[Matt Brown @MattyMoo_128]

@JaredKubin @RaleighPartners Growing at 5% in perpetuity is a great plan if you can do it 😂😂

[Matt Brown @MattyMoo_128]

@CaptainCons Wealthiest person in the photo is even taking a back seat to the Queen and looking up into the rafters here

[Matt Brown @MattyMoo_128]

@PWagon60 I was heated

[Matt Brown @MattyMoo_128]

@TheBestPoaster If you talked shop with him I would be disappointed, guys like this life wisdom is worth 100x more than any industry insight.

[Matt Brown @MattyMoo_128]

@Ksidiii Imagine you made 685x your money on a single trade though that would probably be headline worthy

[Matt Brown @MattyMoo_128]

@HighyieldHarry @stevehou Terminal Value questions too, but that is embedded in pricing power, competitive moat, etc.

[Matt Brown @MattyMoo_128]

@blueprintsmb22 Isn’t this basically the Michael Scott Paper company strategy?

[Matt Brown @MattyMoo_128]

@CoachDuggs Everyone in the comments telling Duggs he doesn’t know how the financial system works are also financially illiterate. Duggs is right it wasn’t a loan, what it was Tatis selling 10% equity in his pro baseball career. A loan would have terms like interest, maturity, amort, etc.

[Matt Brown @MattyMoo_128]

@TheBuddyCSM I’ll add one, tell a story about them to someone. You won’t believe how much better it makes you feel and it keeps their memory and story alive. Someone gave me this advice for when a civilian wishes me a, “Happy Memorial Day” and it reframed that awkward moment