Jerry Sisneros @Sisneros554 - Twitter Profile

4 months ago

In 2002, Dan Sundheim was a young analyst at Bear Stearns when he discovered a website called Value Investors Club. VIC was a community where professional investors posted investment ideas anonymously. But you have to submit a worthy idea just to get access. His early writeups were on some of the most obscure stocks – a Canadian textbook publisher, an Indian state-owned bank, a cafeteria chain emerging from Chapter 11, a mortgage originator. After six to twelve months of writing up ideas on VIC, Dan decided to go work at a hedge fund. One of the funds he went to interview at was a healthcare-focused spinoff of SAC Capital. They gave him a case study to prepare before the follow-up interview. The company was called Orthodontic Centers of America. Dan spent hours going through the financial filings, building a model, trying to make the numbers work. Nothing reconciled. He realized the company was capitalizing expenses that should have been expensed, in a significant way. He could prove it was accounting fraud. Before heading back for his follow-up interview, he decided to post the short thesis anonymously on VIC. Within hours, the stock started to move. By the next day it was down 30%. He had told a few friends at hedge funds to look at the stock because he thought it was a fraud, and they should short it. Then mutual funds (Fidelity, T. Rowe Price) that owned the stock started calling him. The stock went down 50%. He walked into the interview and they just stared at him, “What did you do?” He didn't end up taking that particular job and decided to join Viking Global instead. At Viking, he started as a banks analyst and deliberately pushed himself into every sector over the years – healthcare, industrials, TMT. If you love investing, he later said, it was an amazing place to be, because you got exposure to almost every industry. By 2016, he was managing more than 55% of Viking's capital, an unusual concentration for a firm that is typically more diversified. But he recognized, almost regardless of how well he performed, the firm would naturally diversify over time. He had pretty much achieved what he could achieve there. He was 40, which he acknowledged was relatively late to be starting a fund. But he still had the energy for it, so he left and started D1 Capital Partners. D1 now manages over $30 billion. The public portfolio is full of esoteric international names most people wouldn't recognize while the private portfolio is composed of some of the most important and valuable companies like Ramp, SpaceX, OpenAI, and Anthropic.

InvestLikeBest's tweet photo. In 2002, Dan Sundheim was a young analyst at Bear Stearns when he discovered a website called Value Investors Club.

VIC was a community where professional investors posted investment ideas anonymously. But you have to submit a worthy idea just to get access.

His early writeups were on some of the most obscure stocks – a Canadian textbook publisher, an Indian state-owned bank, a cafeteria chain emerging from Chapter 11, a mortgage originator.

After six to twelve months of writing up ideas on VIC, Dan decided to go work at a hedge fund.

One of the funds he went to interview at was a healthcare-focused spinoff of SAC Capital. They gave him a case study to prepare before the follow-up interview. The company was called Orthodontic Centers of America.

Dan spent hours going through the financial filings, building a model, trying to make the numbers work. Nothing reconciled. He realized the company was capitalizing expenses that should have been expensed, in a significant way.

He could prove it was accounting fraud.

Before heading back for his follow-up interview, he decided to post the short thesis anonymously on VIC. Within hours, the stock started to move. By the next day it was down 30%.

He had told a few friends at hedge funds to look at the stock because he thought it was a fraud, and they should short it. Then mutual funds (Fidelity, T. Rowe Price) that owned the stock started calling him.

The stock went down 50%.

He walked into the interview and they just stared at him, “What did you do?”

He didn't end up taking that particular job and decided to join Viking Global instead. At Viking, he started as a banks analyst and deliberately pushed himself into every sector over the years – healthcare, industrials, TMT. If you love investing, he later said, it was an amazing place to be, because you got exposure to almost every industry.

By 2016, he was managing more than 55% of Viking's capital, an unusual concentration for a firm that is typically more diversified. But he recognized, almost regardless of how well he performed, the firm would naturally diversify over time. He had pretty much achieved what he could achieve there.

He was 40, which he acknowledged was relatively late to be starting a fund. But he still had the energy for it, so he left and started D1 Capital Partners.

D1 now manages over $30 billion. The public portfolio is full of esoteric international names most people wouldn't recognize while the private portfolio is composed of some of the most important and valuable companies like Ramp, SpaceX, OpenAI, and Anthropic.

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Coin Bureau

@coinbureau

3 months ago

🚨INVESTMENT FIRM WARNS BTC COULD DROP 30% Bitcoin is “firmly in a deep bear market” and could fall another 30% in 2026, as per ZX Squared Capital. He says Bitcoin’s 4-year boom-bust cycle keeps it a speculative asset rather than a safe haven like gold.

coinbureau's tweet photo. 🚨INVESTMENT FIRM WARNS BTC COULD DROP 30%

Bitcoin is “firmly in a deep bear market” and could fall another 30% in 2026, as per ZX Squared Capital.

He says Bitcoin’s 4-year boom-bust cycle keeps it a speculative asset rather than a safe haven like gold. https://t.co/CzjdoJ1ZwJ

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INVESTMENT HULK

@INVESTMENTSHULK

3 months ago

MOST LIKELY IRAN OUTCOME IS VERSION OF THE EXISTING REGIME EXISTS IN WEAKENED FORM. SECOND MOST LIKELY IS IT DEVOLVES INTO CLUSTERFUCK AL LA SYRIA. EITHER THESE ARE IMPROVEMENT OVER STATUS QUO ANTE SITUATION. VERY LONG SHOT OUTCOME IS OPPOSITION TAKEOVER AND REAL REFORM.

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Alfred Lin

@Alfred_Lin

4 months ago

Excited to partner with @mlmanapat, Yibo, and team for both their Seed and Series A. @rowspace_ai helps the world’s largest financial institutions and investment firms make faster, better decisions on all of their proprietary data. Financial work today involves jumping between documents, databases, and Excel files scattered across systems. Rowspace uses AI to understand all of a firm's data and drive analysis instantaneously, so that firms can scale their judgment and focus more time on what they do best.

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Market Rebellion

@RebellioMarket

3 months ago

20 Rules For Investment Success Rule 3,4 ,5 &6:

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Crypto Fergani

@cryptofergani

3 months ago

THE FINAL BULL RUN HAS ALREADY BEGUN. MOST PEOPLE JUST DON’T KNOW IT YET. BUT I'M ABOUT TO MAKE THE BIGGEST INVESTMENT OF MY LIFE. WHEN I DO, I'LL SHARE IT HERE PUBLICLY LIKE I ALWAYS DO. IF YOU WANT TO SUCCEED, ALL YOU HAVE TO DO IS FOLLOW ME.

cryptofergani's tweet photo. THE FINAL BULL RUN HAS ALREADY BEGUN.

MOST PEOPLE JUST DON’T KNOW IT YET.

BUT I'M ABOUT TO MAKE THE BIGGEST INVESTMENT OF MY LIFE.

WHEN I DO, I'LL SHARE IT HERE PUBLICLY LIKE I ALWAYS DO.

IF YOU WANT TO SUCCEED, ALL YOU HAVE TO DO IS FOLLOW ME. https://t.co/nTxZhYFHDi

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Cointelegraph

@Cointelegraph

3 months ago

📊 LATEST: Digital asset investment products saw $619M in inflows last week, per CoinShares.

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Wall Street Apes

@WallStreetApes

4 months ago

It’s SO INSANE this is allowed to continue - Nancy Pelosi just bought Shares and Calls of a company called Tempus - Just 17 days later the stock skyrocketed and her investment increased 213% - Nancy Pelosi’s $75k purchase turned into $235k Nancy Pelosi made $160,000 IN 17 DAYS

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The ₿itcoin Therapist

@TheBTCTherapist

3 months ago

Be honest, was there a worse investment besides Bitcoin and crypto over the last year?

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litquidity

@litcapital

3 months ago

Investment banking senior leadership sending out “Happy International Women’s Day” emails to the firm like

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Forbes

@Forbes

3 months ago

Toney originally planned to pursue investment banking, but while studying at the University of California, Berkeley, he discovered a passion for venture capital. See the full ForbesBLK 50: Money Masters list: https://t.co/8ifvQfQWik #ForbesBLK50 (Photo: Kimberly White/Getty Images)

Forbes's tweet photo. Toney originally planned to pursue investment banking, but while studying at the University of California, Berkeley, he discovered a passion for venture capital.

See the full ForbesBLK 50: Money Masters list:
https://t.co/8ifvQfQWik #ForbesBLK50 (Photo: Kimberly White/Getty Images)

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Ben Graham

@BenGrahamUK

3 months ago

Margaret Thatcher sold off the North Sea, Instead of building a sovereign wealth fund like Norges Bank Investment Management for Norwegian Government Pension Fund Global. Today Norway sits on a $1.5 trillion fund. Britain sits on immense debt. One country invested its natural wealth. The other liquidated parts of it.

BenGrahamUK's tweet photo. Margaret Thatcher sold off the North Sea,
Instead of building a sovereign wealth fund like Norges Bank Investment Management for Norwegian Government Pension Fund Global.

Today Norway sits on a $1.5 trillion fund.
Britain sits on immense debt.

One country invested its natural wealth.
The other liquidated parts of it.

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Nic Cruz Patane

@niccruzpatane

3 months ago

Jim Cramer in 2010: “I’m not sure Tesla has a business plan that’s going to work, it’s not a smart investment” Inverse Cramer is so real

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Investment Wisdom

@InvestingCanons

3 months ago

Stanley Druckenmiller: “Sizing is 70% to 80% of the equation. …It’s not whether you’re right or wrong, it’s how much you make when you’re right and how much you lose when you’re wrong.”