Taz24

L/S

[Taz24 @Taz1983]

@FundamentEdge @LFCCapital7 Saw a very interesting article where the CIO says they need to size conviction more this year ie slugging

[Taz24 @Taz1983]

@stijnnoorman The first one can actually have a negative impact according to research…

[Taz24 @Taz1983]

@Markmanson Not sure this is a good thing?

[Taz24 @Taz1983]

@JRogrow Explain please

[Taz24 @Taz1983]

@PitchThePM You should do a follow up with him on mentoring/culture. One of his most valuable skills is keeping the team together for so long despite aum growth

[Taz24 @Taz1983]

@huaxying @SmallwoodAl_ @blueprintsmb22 Great question and very relevant this year for many funds/teams…

[Taz24 @Taz1983]

@HedgeFundClips Bobby Jain sees consolidation. Latest BBG podcast today

[Taz24 @Taz1983]

@huaxying @blueprintsmb22 That mindset is out there for sure. Have seen it firsthand

[Taz24 @Taz1983]

@HedgeFundClips @FundamentEdge @gregoryblotnick this is so true…when PMs have a great process in a certain sector and then get more aum and go into other sectors it often goes wrong. MJ wasnt that good at baseball/golf in the end….

[Taz24 @Taz1983]

@SmallwoodAl_ Higher interest rates not helpful either. Would love to know how Hohn thinks about this. He has been battling as well 2022 and now this year. Again, post covid things have really changed…

[Taz24 @Taz1983]

@SmallwoodAl_ @gregoryblotnick Very intg topic with some of the top platforms down ytd-oct (nov maybe not much better so far)

[Taz24 @Taz1983]

@SmallwoodAl_ @blueprintsmb22 And tbh even if you flat they might cut given fixed cost drag into t+1 @huaxying

[Taz24 @Taz1983]

@orrdavid Always good to add some vol statistic when showing returns. Helpful to understand what the playing field is from the strategy

[Taz24 @Taz1983]

@Alan_Couzens Any tips for when injured for 3mos to keep up fitness? Probably a common issue for man (given ageing demographics)

[Taz24 @Taz1983]

@LukeWolgram Semis can have negative earnings. Look at history

[Taz24 @Taz1983]

@huaxying Exactly. Hence why some of the best PMs pre covid struggled massively post covid. Edge>crowding>alpha becomes levered beta

[Taz24 @Taz1983]

@jbulltard1 Crowding + leverage + shortism

[Taz24 @Taz1983]

@MattJMcClintock This is what domain expertise is about. Competitive dynamics vs overall market. Who is too bullish on their views vs what the market is showing

[Taz24 @Taz1983]

@gregoryblotnick With Jack also showing his entire ecosystem he also says something implicitly. Which comes from Michael Phelps: most know it but wont do it. Its repetitive. Grind. Its boring. Its hard effort. Just showing up like you say

[Taz24 @Taz1983]

First world problems. Kind of irrelevant all of this. I root for you, no criticism. Life is about health not stuff, status PJ etc. But have a talk to 747 pilots…and let me know their stories…in the clarity of mind. Health (taken for granted by many). And if you have a dog it will show you what life is about. Minimalism. Self referential mindset.