Alex Dodenhoff

COO @ Brickell Ave Capital (L/S Hedge Fund), Former US Congressional Candidate @DukeU @KelloggSchool

[Alex Dodenhoff @alexdodenhoff]

I wrote a business book... about 15 years ago.

Back then, I spent more time fighting account closure threats (turns out a 13-year-old can NOT make bank on eBay, according to terms of service) and opening an FBI case against a fraudulent supplier, than I did on selling.

[Alex Dodenhoff @alexdodenhoff]

Am I a fish, a donkey, or a shark?

With pocket aces, I called an all-in bet. I'm delighted to see my opponent turn over pocket fives... until a third five emerges from the deck, giving him a set

Can poker teach you about investing?

New posts each week exploring that question

[Alex Dodenhoff @alexdodenhoff]

@Jason's graphic is the front cover, this chart is the footnote.

[@jason @Jason]

My lord, three IPOs are worth more than… all IPOs in the last 45 years of tech 🤯

[Alex Dodenhoff @alexdodenhoff]

One of the best assignments at Kellogg was a “case without the case"

The professor trained an AI on the source material, had it role-play as a business owner, and graded students on what they managed to uncover in conversation

Have you seen a better use of AI in education?

[a16z @a16z]

Announcing The Horowitz Andreessen Academy.

The internet made it possible to know anything. AI makes it possible to do anything.

The best assignments now are problems so hard they cannot be solved without AI. The Academy courses follow the same logic and will be taught by world-class leaders.

The most talented young people today rarely have their sharpest peers within walking distance. Their network is online. Those networks are real, but they're thin.

The next generation will not be taught the way the last one was. The Academy is built for that world, and it begins in San Francisco.

If you're young, hungry and love building things, apply for the Founding Class Fellowship.

[Alex Dodenhoff @alexdodenhoff]

A Utah mother protesting Stratos data center is concerned about four things: water, food, the planet, the environment

How does Stratos score? Given:

Water: Less than what it replaces
Food: Grazing can continue
Planet/Env: May add 55%+ CO₂ to Utah, while preserving wildlife

[Alex Dodenhoff @alexdodenhoff]

Comically bad jab by @GavinNewsom. The Great divorce of housing and income occurred under none other than Biden.

Also, can't make this up... California stands tall as the 4th most housing-cost-burdened state.

Ask not what Trump can do for California, Newsom. Ask yourself!

[Gavin Newsom @GavinNewsom]

Great work, @realDonaldTrump!

[Alex Dodenhoff @alexdodenhoff]

Not a J.McLaughlin ad, despite appearances.

Closing out our summer in NY assembling our "A-team" of prime brokers, fund admins, auditors, tax specialists, accountants, lawyers, and many, many more.

[Alex Dodenhoff @alexdodenhoff]

@jwmares The "Health Craze" that had people shoveling coagulated unknowns into their mouth

[Alex Dodenhoff @alexdodenhoff]

We're having a little bit of fun on LinkedIn.

[Alex Dodenhoff @alexdodenhoff]

It is my duty as a finance person to occasionally post an esoteric logarithmic chart.

This is the case for sustained hyperscaler capex: not simply more AI users, but more compute required for each user, task, and model. The J curve now has a J curve.

[Alex Dodenhoff @alexdodenhoff]

I'm going on a $60,000 spending spree, but people are saying that’s cheap. You decide:

Fund administration: $30,000
Legal: $15,000
Audit: $12,000
Tax: $3,000
Prime brokerage: $0

How'd I do?

[Alex Dodenhoff @alexdodenhoff]

"Hey, can you share that photo from last night?"
The photo:

Snapshot from the Hedge Fund Social. Over @RepoolHQ's signature fluorescent blue drinks named the “Fun Admin,” we spoke about the decidedly unglamorous side of investing: operations, infrastructure, and compliance.

[Alex Dodenhoff @alexdodenhoff]

This is what an up day looks like on QQQ.

Capital is aggressively consolidating directly into semiconductor hardware and core AI infrastructure, while pulling liquidity out of nearly every non-AI sector.

[Alex Dodenhoff @alexdodenhoff]

🕒 30 Second Breakdown:
The gov owns 640M acres.
Releasing a sliver could boost housing by 50%.
Meanwhile, people sleep in cars.
Land shortage? Try leadership shortage.
#HousingCrisis #FederalLand #UrbanPolicy #GuerrillaMath

[Alex Dodenhoff @alexdodenhoff]

Biden handed out 3.3 million work permits to illegal border crossers.
Meanwhile, legal guest workers—desperately needed in farming & construction—wait years in limbo.
Follow the law? Get ignored. Break it? Get rewarded.
#ImmigrationReform #BorderCrisis #Bidenomics

[Alex Dodenhoff @alexdodenhoff]

A major study of Chinese firms found:
🔹 Privatized companies were 53% more productive
🔹 Waste dropped after reform
🔹 Benefits compounded

Why do we still pretend public control = moral control?
#GuerrillaMath #Privatization #FreeMarkets #ChinaEconomy #PublicSectorFailur

[Alex Dodenhoff @alexdodenhoff]

Cartagena, Colombia privatized its water system.
✅ Pipe coverage jumped from 57% to 95%
✅ Leaks cut in half
✅ Prices dropped for the poor
Bureaucracy didn’t save the day. A leaner system did.
#Cartagena #Privatization #WaterAccess #PublicPolicy #GuerrillaMath

[Alex Dodenhoff @alexdodenhoff]

Medicare fraud hit $60 billion in 2017.
That’s $1,900 every second.
And DC?
They just raise your taxes and say, “Trust us.”
#MedicareFraud #GovernmentWaste #TaxpayerMoney #USDebt #HealthCareScam #Politics

[Alex Dodenhoff @alexdodenhoff]

Guerrilla Math:
Tokyo’s subway is fast, clean, always on time—
and privately owned.
Meanwhile, NYC’s public transit bleeds billions, floods, and pays janitors $300K.
Turns out, when riders are customers—not hostages—trains run on time.
#GuerrillaMath #privatization

[Alex Dodenhoff @alexdodenhoff]

Guerrilla Math:
The U.S. is sitting on 1.4 billion pounds of cheese—enough to give every American a 4-pound block and still have leftovers.
This isn’t food security—it’s dairy hoarding.
#GuerrillaMath #govwaste #cheesecave