2022 Return:
Teaser McGee: 163%
SPX: -16%
@CathieDWood ARKK: -65%
@InvescoUS QQQ (NCAA ETF): -32%
@RayDalio Pure Alpha: 6%
@BillAckman: -8%
Hedge Fund Avg: -6.5%
All the big brains, research, and funding yet you still lost to a free twitter account with 12 followers.
Nothing instills confidence in the management team quite like blaming the weather on missing revenue targets! Great work Robby, that $13 million comp package is indeed capital well spent. $SHAK
Shake Shack CEO Rob Lynch at the ICR Conference saying he doesn't like making excuses for weak sales, that usually companies can work through challenges but, "we can't turn the temperature up in the Northeast." $SHAK
Y’all want me to feel bad? Jerry Jones slandered my name to Cowboys media and national media for months. So I do think I can react to comment if I want to! #respectfully
Roses are red, violets are blue,
ARKK ETF buys the buzzwords,
Mr. McGee buys the true.
Let’s finish this historic FY 2025 campaign with one more score:
Ohio State +.5 vs Miami
IU +2.5 vs Alabama
Georgia +3.5 vs Ole Miss
+100
Katy wood, Failio, & PhD quants have spent too much time hiding behind big desks and glazing modern art.
We’ll stick our trenches and mud.
We are not the same.
Let’s continue this successful 2025 campaign with no mercy:
Ole Miss -9.5 v Tulane
Oregon -12.5 v JMU
-135
Special Investment Vehicle (“S.I.V.”) may be enacted provided that the projected outcome materially exceeds the quantified risk.
Gents, the time has come.
Special Investment Vehicle II (“S.I.V. II”):
Oregon to win the ship
+800
Hobbes argued without a guiding sovereign, society could be described as solitary, poor, nasty, brutish, & short.
Allow thy decisions to drag you back from the abyss and into sophistication.
Texas Tech -2.5 v BYU
Georgia +7.5 v Bama
Ohio State +5.5 v IU
+100
Ray Falio has been short USA & long CCP for 15+ yrs. Well bud, the Chinese could never fathom a thanksgiving feast followed by rivalry wknd.
Thankful for capitalism, S&P 500, and risk adj returns:
IU -18.5 v Purdue
OSU -.5 v Mich
Texas Tech -13.5 v WVU
BYU -7.5 v UCF
+160
Harvard mbas and clueless quants don’t know where to look when their backs are against the wall. Miss Wood just panic sells.
We yearn for a scrap. We live in the trenches
We attack:
ND -26.5 v Syracuse
Vandy +1.5 v Kentucky
BYU +7.5 v Cincy
+100
Let’s take moment of silence for 2 legendary investors who couldn’t handle the heat anymore. Micheal Burry closed up shop and @SpeakerPelosi hung up the cleats after years of fair and square trading!!
ND -2.5 vs Pitt
TAMU -6.5 v USC
Iowa +16.5 v USC
DePauw -10.5 v Wabash
+100
Times are changing: slop bowls are out and NYC has a socialist mayor.
But some things never change: Cathie Wood torching cash and Teaser McGee delivering returns to shareholders.
For God, Country, & McGee:
BYU +21.5 v Texas Tech
IU -4.5 v Penn State
OSU -19.5 v Purdue
+100
MBB consultants make a living telling firms to decrease costs and raise revenue. No value add and definitely no skin in the game.
We make our living in the trenches fighting for our shareholders.
Consult this:
Houston -3.5 v WVU
IU -10.5 v Maryland
GT +4.5 v NC State
+100
Our buddy Kathy Wood has announced her new venture. Another crypto scheme that’s got blunder written all over it!
Let’s show kathy the only way to generate returns is by making sound decisions:
GT -6.5 v Syracuse
Vandy +7.5 v Mizzou
Bama -1.5 v South Carolina
+100
Ray Failo is on tour once again blabbing about how the US is done and the CCP is the new top dog.
@RayDalio you haven’t done anything in 20+ years aside from charge fees and yap.
Here’s some actual value, pal:
Tulane +. 5 v Army
OSU -15.5 v Wisco
Oregon -7.5 v Rutgers
+100
A free twitter acct. with 80 followers is held to a higher standard than the US Gov. @SeanCasten have you provided any value to your constituents?
The government may be closed, but Teaser is still gonna tease.
Wash +.5 v Rutgers
Tenn -.5 v Arkansas
Georgia +6.5 v Auburn
+100
A wise man one said: buy low, sell high. Yet when it’s time to buy low, folks get scared. We are buying and buying a lot this week.
Everything on the line
Georgia -9.5 v Kentucky
Vandy +21.5 v Bama
OSU -13.5 v Minn
+100
Minor setback, major comeback. Never been one to shy away from a scrap, we will not back down.
GT -3.5 v Wake Forest
Ohio State +1.5 v Washington
Oregon +13.5 v Penn State
+100
Kathie Wood, Ray Failo, and their quants hide behind big beautiful desks and surround themselves with yes men. They’ve forgotten how to scrap!
I’m a certified scrapper and we are early this week:
FSU +3.5 vs Virginia
GT -3.5 vs Wake Forest
OSU +1.5 vs Washington
+100
Prior to crossing the Trenton, Washington told his troops “Back to the basics. Back to our analyses. No thrills, just deliberate sound decisions”
We are getting back to our roots this week:
OU +3.5 vs Auburn
Duke +7.5 vs NC State
Miami +2.5 vs Florida
+100