Roland Schitt

Non-cancellable global opportunity

[Roland Schitt @PlaceboCapital]

@Alphaholic1 Sticking to my names

In order of hate:
$CVNA
$CACC
$PAYS
$OPRT
$GSKY

[Roland Schitt @PlaceboCapital]

In case Twitter dies I’m at placebocapital[at]gmail[dot]com

[Roland Schitt @PlaceboCapital]

News!

This account is being retired tonight. Thanks everyone for making me feel welcome and teaching me so much along the way. Goodbye!

[Roland Schitt @PlaceboCapital]

Legal immigration system is intentionally cruel. Don’t let anyone convince you otherwise

[Roland Schitt @PlaceboCapital]

@TheBenSchmark This one was obvious

[Roland Schitt @PlaceboCapital]

Is there a dumber despac that $SOAC

[Roland Schitt @PlaceboCapital]

@capy_capital Like $RELY is digital on one side and 60%+ cash on the receive side

[Roland Schitt @PlaceboCapital]

@capy_capital Vaguely looked at it. How much of the end receiver is pulling out cash you think?

[Roland Schitt @PlaceboCapital]

@GavinSBaker Well if you lead it, you can make it happen

[Roland Schitt @PlaceboCapital]

@hhawnk15 Also lol why should I pay money to have the right to give him more money??

That’s got to be some sort of joke

[Roland Schitt @PlaceboCapital]

@hhawnk15 I’ve already moaned about this once

The SPARC is “undervalued” because nobody wants to but it till they know he can actually get a deal done

[Roland Schitt @PlaceboCapital]

@greenycapital For one he is screwing over spac investors

[Roland Schitt @PlaceboCapital]

@Plum_Capital I’ve spent my last ~18 months in SPACs

Believe me, there’s no accounting numbers to even look at

[Roland Schitt @PlaceboCapital]

Majority of equity analysts today (buyside or sellside) do NOT understand equity… let alone credit

[Roland Schitt @PlaceboCapital]

He puts it best

[Prepared Remarks @P_Remarks]

@ShitFund There are plenty of analysts who barely model below revenue or bookings.

Just focused on beating consensus numbers. Gamification.

Who cares about boomer things like working cap intensity or valuation

[Roland Schitt @PlaceboCapital]

@capy_capital @arceniy @fabiozugman Curse of knowing too much

[Roland Schitt @PlaceboCapital]

@crossdefault @MSVCap I think a few of us been discussing this @vanckzhu

[Roland Schitt @PlaceboCapital]

@GrimesHoldings @JosephNSanberg After attending Harvard on scholarship, Sanberg went to Wall Street and earned enough to feel monetarily secure. He was uneasy working in an industry that he said “totally divorced service from profit,” and shifted to investing in start-ups,

[Roland Schitt @PlaceboCapital]

@thomas_m_ryan Saul can’t get into the Chelsea side

[Roland Schitt @PlaceboCapital]

@levfinLOL Change sector coverage

[Roland Schitt @PlaceboCapital]

@Negative_GW @PrefShares $COF closed my long standing account in June 2020