SoundVision Capital

The Warren Buffett of audacity | Tsundoku specialist

[SoundVision Capital @SoundVision16]

Whoever believes in efficient markets haven’t had their fair share of mansplaining exposure

Is there any feeling more universal than the urge to explain the universe?

[SoundVision Capital @SoundVision16]

@TheStalwart What is even going on?

[SoundVision Capital @SoundVision16]

@simcox_gm @HatfieldCapital The Buffett and munger of merchant banking grifting

[SoundVision Capital @SoundVision16]

@crtl77 This just means low priority, weekends are valuable real estate

[SoundVision Capital @SoundVision16]

@joinyellowbrick Yes but cmon, it’s obviously a much more likely scenario than the stated downside

People will come up with everything to justify their existing beliefs

Real vs perceived outcomes

[SoundVision Capital @SoundVision16]

@NimaNaderi2004 @paulg There are max 20 buildings in Stockholm who look like this and they area in old town where no one lives anyways

[Uncia Capital Management @unciacapital]

Uggh that sucks; truly a great investor and have a ton of respect for him and his process. ALSO, a really good guy. @rsandler21969 sorry to see this.

[SoundVision Capital @SoundVision16]

@breadcrumbsre “Transformation costs”

[SoundVision Capital @SoundVision16]

@TheRoyaltyKing 1/ are you retarded?
2/ how can I short everything you own?

[SoundVision Capital @SoundVision16]

@tacoenthusiast2 What do you expect the timeline on distributions to be, anything meaningful after the £18m June 2026 tender before 2028? IRR compresses a lot if the trust is not liquidated within the next 3 years

[SoundVision Capital @SoundVision16]

@BradDunkley Shhhh don’t let others know

[SoundVision Capital @SoundVision16]

@NStepmum your what died?

[SoundVision Capital @SoundVision16]

@Investmentideen @rja907 This is not accurate

[SoundVision Capital @SoundVision16]

@John_Hempton How would you know that the analyst “remains” dumb if they sent it so early in their career? Could have progressed a lot in 3.5 years.

You two keep in contact?

[SoundVision Capital @SoundVision16]

@brentmuio This doesn’t even include the horrendous adventures into international equities… (Naked Wines, Motorpoint)

[SoundVision Capital @SoundVision16]

@finphysnerd @ReturnsJourney Feels like adding excessive amount of complexity and potential risk to a strategy that’s supposed to be oriented towards wealth preservation

Essentially, the question is “why?”

Take the lumpier 10-12% with less blowup risk

[Brandon Beylo @marketplunger1]

Carvana only needs to move 39% higher until @AlderLaneEggs has to buy me a new Ford Mustang and cook breakfast for @CliffordSosin and me.

Let's see if Cohodes is a man of his word.

[SoundVision Capital @SoundVision16]

@27XVII Also - the post is clearly AI generated

So busy creating ShArEhOlDer ValUe that he does not have time to write his tweets

[SoundVision Capital @SoundVision16]

@Norther57617732 @NatgasTurk Its LinkedIn

[SoundVision Capital @SoundVision16]

@ReturnsJourney Is THIS the quality list??