buyside cowboy

LO. formerly indentured on the sellside.

[buyside cowboy @SsCowboy]

@P_Remarks The real sell-side estimates are for $300b+ 2030 EBITDA

[buyside cowboy @SsCowboy]

@mlp_44k I’d come in as an analyst or sr. associate

[buyside cowboy @SsCowboy]

Has anyone had a good experience joining a pod/multi-manager? Exploring the path… most ppl tend to be negative but want to hear if any other perspectives.

(“Good experience” = it was worth the money, the work is still intellectually stimulating, your life was not ruined)

[buyside cowboy @SsCowboy]

@GreensplattCap In theory yes, just high quality SM seats don’t open up often. But perhaps worth being patient and just pursuing that path

[buyside cowboy @SsCowboy]

@GreensplattCap This seems like the right answer. I am in a generally cushy LO seat, but am also tired of us underperforming and long term upside is lower than I hoped, so thinking about how to fix said issues…

[buyside cowboy @SsCowboy]

@blueprintsmb22 Appreciate the insight, seems like the experience is very PM dependent at the analyst/sr. associate level.

Love your story btw. Most traditional path there is lol.

[buyside cowboy @SsCowboy]

@Mondeju1 Would honestly still be interested in your perspective even tho it’s a little different

[buyside cowboy @SsCowboy]

@Mondeju1 I don’t work at one of the big retail LOs but my understanding is that PMs and more experienced analysts get paid well. The best way to describe it I’ve heard is LO vs. SM comp is the same risk/pain adjusted. And yes the hours/lack of stress is very nice

[buyside cowboy @SsCowboy]

Feel free to DM if preferred

[buyside cowboy @SsCowboy]

@quant_arb Do you think the AUM is low because the strategy is capacity constrained or because it’s that difficult to raise capital?

[buyside cowboy @SsCowboy]

@TheSalonDon Read the Al Jazeera article from yesterday on the war.

[buyside cowboy @SsCowboy]

@TheSalonDon Also you should really look at daily Shahed/bm launch estimates and ask yourself if you think Iran is winning this war. The regime is incented to do everything in their power to stop this / get a ceasefire, and it’s not working whatsoever. It’s a blatant msm lie Iran is winning

[buyside cowboy @SsCowboy]

@sigmazerocap @MagicCompounds This is just simply not true at all

[buyside cowboy @SsCowboy]

@alapshah1 @Citrini7 Btw - I think the piece overall is very thoughtful and started a great dialogue. My view is that it’s likely a correct view for what 2028 could look like, but that will just be an air pocket as we transition and 2029/30 will look better than we can imagine, more in line w/ Elon

[buyside cowboy @SsCowboy]

@alapshah1 @Citrini7 New entrants would likely be structurally unprofitable (as they were in the past) trying to compete against DASH’s network, not to mention having to share economics with OAI. Cost to serve is what matters here

[buyside cowboy @SsCowboy]

@TMTLongShort If this reality Cintrini outlines materializes, the question is really what assets are actually ownable?

[buyside cowboy @SsCowboy]

@FundamentEdge Great post. Unfortunately for many Saas investors, every decent quality software company is another approx. -50% move away from passing this 7 yr test

[buyside cowboy @SsCowboy]

@WilhelmRaspe @ContrarianCurse MCO, V, GE returns and Dec 31 prices all wrong lol. This is what pains me about AI