Joe G.

Mechanical Engineer. Data centers before they were hated. Creator of @BankviewUSA

[Joe G. @SEC_digger]

always be building

[Joe G. @SEC_digger]

Unlike $CLST, return of capital makes sense at $CZWI

[Timyan Bank Alert @TimyanBankAlert]

$CZWI 13d -Salute to Andy @Schornack

[Joe G. @SEC_digger]

@brad_briner What's your benchmark? SPX up almost 30%

[Joe G. @SEC_digger]

Me as I’m eating my free @ChickfilA sandwich the day after a win

[Bryan Anderson @BryanRAnderson]

Here’s the video of the exchange here —>

[Joe G. @SEC_digger]

@brad_briner @MargoinWNC Curious about your thoughts on the Leandro reversal.

[Joe G. @SEC_digger]

@MartinShkreli @cloudmkv Better w color tho
https://t.co/XCJAzxFpwd

[Joe G. @SEC_digger]

SEAS trying to hold the line

[Steve McGuire @sfmcguire79]

Percentage of grades that were As by division at Harvard last year:

Arts and Humanities: 78%

Social Sciences: 62%

Sciences: 57%

School of Engineering and Applied Sciences: 56%

[Joe G. @SEC_digger]

Not good for Friday productivity

[Patrick OShaughnessy @patrick_oshag]

My conversation with @DanielSLoeb1, his first ever podcast and one I've been wanting to do for years.

Dan started Third Point in 1995 with $3 million. Today the firm manages over $24 billion across equities, credit, venture, and insurance.

Along the way he wrote some of the most iconic activist letters.

We discuss:
- Why deep value stopped working
- The power of writing
- The Twitter and XAI credit trades
- Lessons from FTX and Danaher
- The Sony and Sotheby's stories
- What makes a great analyst today
- The importance of kindness

I feel lucky we all get to learn from one of the greats.

Enjoy!

Timestamps:
0:00 Intro
2:48 Macro Views and Tech Trends
5:13 The Roots of Third Point
10:30 Evolving to Quality and Thematic Investing
19:07 Market Psychology and Inefficiencies
24:10 Good and Bad Corporate Governance
29:19 Activism
31:23 Sotheby's
41:37 AI
44:28 Sony
52:50 Danaher's Operating System
56:31 Building an Insurance Business
59:25 FTX
1:05:17 What Makes a Great Analyst Today
1:07:24 The Next Decade
1:10:00 Kindest Thing

[Joe G. @SEC_digger]

Agree. The conservative justices seem willing to update their priors. Ironically, they’re more progressive than the progressives.

That said, Bakke was a white guy who won his case, and effective quotas have been illegal this entire time. If the other side is willing to cross the line, conservatives need to be comfortable at least hugging it.

I’d be happy to discuss / debate w conservative student groups at @uaustinorg anytime on my own dime.

[Joe G. @SEC_digger]

I say good for @SenWarren for acting in her own self interest. Pocahontas opened the door to what’s fair.

Conservatives need to take the strategy more seriously. The courts are important, but DEI becomes impossible to execute when a critical mass of people check the same box. In my state it just means a trip to the DMV.

[Joe G. @SEC_digger]

@minilek @neetu_arnold How do people w such weak constitutions get into leadership roles?

[Joe G. @SEC_digger]

@SwipeWright Open it up to the LLMs as much as you can

[Joe G. @SEC_digger]

@paulg @bryan_caplan Anyone proposing actionable solutions? https://t.co/e8kSioHg25

[Joe G. @SEC_digger]

12-yr staggered boards are tough, but sunlight is the best disinfectant ☀️

[Joe G. @SEC_digger]

@sfmcguire79 What steps would you suggest taking?

[Joe G. @SEC_digger]

@PTrubey Yup
https://t.co/e8kSioHg25

[Joe G. @SEC_digger]

12-yr staggered boards are tough, but sunlight is the best disinfectant ☀️

[Joe G. @SEC_digger]

@RonDeSantis What would be your first step?
https://t.co/e8kSioHg25

[Joe G. @SEC_digger]

12-yr staggered boards are tough, but sunlight is the best disinfectant ☀️

[Joe G. @SEC_digger]

@garrytan What steps would you take to do that?
https://t.co/e8kSioHg25

[Joe G. @SEC_digger]

12-yr staggered boards are tough, but sunlight is the best disinfectant ☀️

[Joe G. @SEC_digger]

@JTLonsdale what does the bill say about interviews w board members?
https://t.co/e8kSioHg25

[Joe G. @SEC_digger]

12-yr staggered boards are tough, but sunlight is the best disinfectant ☀️