R.O.L. Capital

Buyside since early 2000s. Now Family Office. Equity L/S, Event Driven, Corporate Credit, Sovereign Debt.

[R.O.L. Capital @ROLCapital]

@Amarillo_Slim1 Fuck Embiid!!

[R.O.L. Capital @ROLCapital]

@PurpleDrink_LLC Knicks in 6. So we close at MSG. LGK!!!

[R.O.L. Capital @ROLCapital]

@PegasusFund How long your career?

[R.O.L. Capital @ROLCapital]

@florianederer You could pay me and I wouldn’t attend this match

[R.O.L. Capital @ROLCapital]

@ContrarianCurse Moarrrr chipssss

[R.O.L. Capital @ROLCapital]

@Z_ICC @institLPGP @ebitdaddy90 Sure but that’s what Hf analysts are asked to do. Fact.

[R.O.L. Capital @ROLCapital]

@ContrarianCurse This

[R.O.L. Capital @ROLCapital]

@institLPGP Tepper goat of reorg equities

[R.O.L. Capital @ROLCapital]

@institLPGP @ebitdaddy90 Read last 12 transcripts and find how management answers evolved. Pick quotes with nuanced changes to answers to the same question. Compare how risk factors evolved in last 6 10-Qs and build 5y financial model (the three of them) and project next 3

[R.O.L. Capital @ROLCapital]

@wolfejosh @RealJimChanos All money in AI infra. Mag5 is value now

[R.O.L. Capital @ROLCapital]

@institLPGP Me 2. Learned it a bit too late. Now I can’t WhatsApp some of my classmates running 30bn. But hey can’t win them all

[R.O.L. Capital @ROLCapital]

@institLPGP For Cerebras hype showed 280-320. Got it very right.

[R.O.L. Capital @ROLCapital]

@WolfpackReports You are going to get unbelievably blow out of the water.

[R.O.L. Capital @ROLCapital]

@jbulltard1 Be careful. AI might price displace you 😂

Great adds to the service

[R.O.L. Capital @ROLCapital]

@RealSkipBayless You will get your ass pounded by the Knicks.

[R.O.L. Capital @ROLCapital]

@TaraBull The enhanced games of shoes. Might as well allow PED

[R.O.L. Capital @ROLCapital]

@ContrarianCurse PIMCO and Blackrock because they believe real rates of 1-2% are ok and insurance companies that are no longer underfunded. That said they should rebalance to equities

[R.O.L. Capital @ROLCapital]

@bubbleboi If you’ve never had a drawdown, you never took enough risk

[R.O.L. Capital @ROLCapital]

@TommyBeer Payback time. After decades of suffering