Ludmil Natchev

Stewardship over salesmanship

[Ludmil Natchev @bristolcapital]

@BrandonAmyot Best place to buy a Patek.

[Ludmil Natchev @bristolcapital]

@DavidDeutschOxf In the absence of ChatGPT you could have also just googled it.

[Ludmil Natchev @bristolcapital]

@LeveragedLayman Come on. There's 5-6bln worth of construction started that the Carney government can possibly claim credit for since he got elected. That's like a week of Google's capex.

[Ludmil Natchev @bristolcapital]

@ElonBachman Do you curate a separate reading list?

[Ludmil Natchev @bristolcapital]

@MarmotEffendi @jacklarsonok @Empty_America Lol stop it

[Ludmil Natchev @bristolcapital]

@jacklarsonok @Empty_America In 1990 the typical grocery store in the US carried 315 different types of cheese.

[Ludmil Natchev @bristolcapital]

Couldn't agree more.

[Antoine Gara @AntoineGara]

https://t.co/l3IbwwERWQ

[Ludmil Natchev @bristolcapital]

@LeveragedLayman He literally just blocked the expansion though.

[Ludmil Natchev @bristolcapital]

@svrnco What have they been right about over the past couple of years? It seems like it's one wrong prediction after another to the point that nobody takes their claims seriously anymore.

[Ludmil Natchev @bristolcapital]

Last time this happened was 3 years ago, and the S&P is up 75% since then.

[Ludmil Natchev @bristolcapital]

@LeveragedLayman She'll steamroll him.

[Ludmil Natchev @bristolcapital]

@LeveragedLayman

[Ludmil Natchev @bristolcapital]

@ChHouseBooks Shipping to Canada is not an option. Would you make this available?

[Ludmil Natchev @bristolcapital]

@spqr_sulla Any Princeton grad can secure an offer from a second tier investment bank today just as easily as Michael Lewis did in the past.

[Ludmil Natchev @bristolcapital]

@MarcScottEmery Looks like they couldn't even stop these two kids either.

[Ludmil Natchev @bristolcapital]

@moseskagan If a small business could reinvest successfully, it wouldn't be a small business.

[Ludmil Natchev @bristolcapital]

@mapleblooded Still cheaper than a general election which would cost $600mln and would be a giant waste of time for everyone. Carney is being pragmatic here.

[Ludmil Natchev @bristolcapital]

@ThisGuyFuchz The CEO cosplays as a DJ, but God forbid an analyst wears a nice suit.