RecoveringBanker

Grab a brew, it don’t cost nothin’

[RecoveringBanker @RecoveringBank2]

@JaredKubin Valeant but not jacking price on human health? Short MOAR

[RecoveringBanker @RecoveringBank2]

@given2tweet Probably one of the better recent examples of the impact of mkt neutral risk models driving very short term price action. Forced to de-risk to stay alive and avoid your drawdown limits.

[RecoveringBanker @RecoveringBank2]

@junkbondanalyst Halbower LPs sign up for concentrated volatility, and his returns are probably some of the best in arb/event. Scummy yes, but seemingly not illegal.

[RecoveringBanker @RecoveringBank2]

@rhunterh Only 1 cool kid allowed south of canal and it is Tribeca

[RecoveringBanker @RecoveringBank2]

@antoniogm Anything from Wolffer is a crime against humanity tbh

[RecoveringBanker @RecoveringBank2]

@Plum_Capital @milken_cookies Merger arb gives it a run for its money

[RecoveringBanker @RecoveringBank2]

@given2tweet Congrats… Potential use of proceeds inorganic investment in experiences? 🤮

[RecoveringBanker @RecoveringBank2]

@hitsamty A single geography single asset class public equity should not be a public equity. Need BX to purchase and dismantle to realize NAV ala their Equity Office take-private.

[RecoveringBanker @RecoveringBank2]

@blueprintsmb22 Or the center book took all of the allocation and zero’d the pods 🙏🏼

[RecoveringBanker @RecoveringBank2]

@CafecitoKapital @blueprintsmb22 Been hearing some absurd guarantees being thrown around in sales, salestrading, desk analyst seats on the sell-side. When you hear about cash equity salestraders being guaranteed >$1.5m you would be foolish not to consider

[RecoveringBanker @RecoveringBank2]

@SkiTownRE 🤫

[RecoveringBanker @RecoveringBank2]

@Southcom

[RecoveringBanker @RecoveringBank2]

@arbanaut @ACapitalLP @HyperliquidX At a DVMT or wider spread, it’s definitely worth an allocation within a broader event book to be clear

[RecoveringBanker @RecoveringBank2]

@arbanaut @ACapitalLP @HyperliquidX Do we think Charlie plans to liquidate the SATS entity or is there a risk he uses his “Capital Co” to invest in other ventures? That feels like the biggest unknown. Would expect fast money to use SATS as a source of funds to buy SPCX days after IPO.

[RecoveringBanker @RecoveringBank2]

@PatCarino Nothing is bought, everything is sold

[RecoveringBanker @RecoveringBank2]

@blueprintsmb22 @sitg27 QOL as salesperson much better than research, and median sr salesperson makes more than average research analyst

[RecoveringBanker @RecoveringBank2]

@sadvalueinvestr @yungmetronome **in NYC, I would argue