Metus Capital

[Metus Capital @MetusCapital]

@AcaciaCap @tangentstyle How does that not make sense? That scenario is actually one of the few times he would sit with an analyst and turn the model. I know the (former) analyst and it’s real

[Metus Capital @MetusCapital]

@razibkhan This movie is so great. I’m surprised it hasn’t gotten more play with the young conservative types

[Metus Capital @MetusCapital]

@ONAN_OUS I found it disappointing as a Pynchon fan. Just feels like there’s no there there

[Metus Capital @MetusCapital]

@astridwilde1 Dude you must already be so rich. So right and early on this

[Metus Capital @MetusCapital]

@naanthannaantha CFO of Morgan Stanley is a 45 year old woman

[Metus Capital @MetusCapital]

@nataliestwt Yes

[Metus Capital @MetusCapital]

@sidprabhu He said rich

[Metus Capital @MetusCapital]

@401Casey @rhunterh Please share!

[Metus Capital @MetusCapital]

@tangentstyle Link?

[Metus Capital @MetusCapital]

@shortbus_ace @origoinvest Specifically what is not disclosed at Athene that you want to see?

[Metus Capital @MetusCapital]

@tangentstyle Isn’t this largely irrelevant if you’re actually wealthy & have trusts set up? Can’t imagine who will end up actually paying this except for unsophisticated $1-5 mil in assets or those who die young/unexpected

[Metus Capital @MetusCapital]

@bankingslut If you have 10 companies, 4 of them go to zero, 6 of them are ok and ~double EV over holding period. Would you rather be the equity or the debt?

Obvi not good for either but PE has upside to offset and didn’t stretch into the sketchiest bad convexity for yield

[Metus Capital @MetusCapital]

@celestialxsigh yupp

[Metus Capital @MetusCapital]

@astridwilde1 Surprised US retail hasn’t seemed to really catch on to $EWY yet

[Metus Capital @MetusCapital]

@Appyg99 Isn’t access to handheld superintelligence actually great long term for an economy that has hundreds of millions of uneducated poor people? effectively higher baseline IQ for everyone

[Metus Capital @MetusCapital]

@sindap Man. Any analyst in my class back in the day would’ve done anything to work on a deal that cool

[Metus Capital @MetusCapital]

@YahwehOrBust You’re in NYC yeah? Where do you source good ingredients?

[Metus Capital @MetusCapital]

@tangentstyle What are you looking at

[Metus Capital @MetusCapital]

@ArmandDoma What source document is this from?

[Metus Capital @MetusCapital]

@WillManidis And hence Jeffrey Epstein