Burak Coşkun

Private Equity Bro | Ex-StatArb Trader | Opinionated Reply Guy | @UniofOxford | @BilkentUniv

[Burak Coşkun @bs_coskun]

@jaanislam Look at university autonomy, total number of dismissed academics, political prosecutions, freedom of inquiry. Turkey’s performance is tragic compared to 80+% of the world by comparison.

You should know this better than anyone else, being a faculty member of Boğaziçi University.

[Burak Coşkun @bs_coskun]

@jaanislam For everyone else who has no interest in being an ideological mouthpiece, there are better measures of academic freedom than “# of Jaan Islam’s friends who claim to have been persecuted”.

[Burak Coşkun @bs_coskun]

@anaokulmuhendsi

[Burak Coşkun @bs_coskun]

@pronounced_kyle Dude, you could have just owned the mistake. Instead you chose to double down on a statistically incorrect assertion, strawmanning your repliers and raising 2 questions among your followers:

1) Do they teach the concept of proportionality at Berkeley?

2) How can I short a16z?

[Burak Coşkun @bs_coskun]

@hpcheh @kalanoros €380 market*

Çok da verimli olmayan (D sınıfı) 70 metrekaredeyim. Yetiyor bence. İstanbul’daki 30 metrekarelik stüdyoma göre saray gibi, ama bu benim memur çocuğu vizyonsuzluğum olabilir tabii.

Kız arkadaşımla termostat ayarı konusunda çekiştiğimiz doğrudur ama.

[Burak Coşkun @bs_coskun]

@Montana_1903 Eş dost durumundan bağımsız olarak hak etmeyen birinin işini görmeye hayır diyebilmek içinde yaşanılan toplum adına gayet de marifettir.Güven ve liyakat kültürü oluşumunu sağlar.

Marifet olmasa yüzyıllar boyunca “kul hakkı” kavramı şeklinde dinler ile aşılanmaya çalışılmazdı.

[Burak Coşkun @bs_coskun]

84 to 96 cent cost basis you say? 16 cents on a $1 contract is pretty wild, especially in something that's fairly liquid and high volume market like a bitcoin daily prediction bet.

That kind of spread definitely brings a lot of inventory risk. I've been (manually) doing considerably tighter spreads on less crowded markets and even that isn't immune from drawdowns caused by unhedged positions.

There has to be some form of delta hedging going on in the background via other platforms. Kalshi or crypto derivatives exchanges, probably.

[Burak Coşkun @bs_coskun]

@litcapital Pls fix, thx.

[Burak Coşkun @bs_coskun]

Press release says they picked up a 5.06 % stake in 2025 for CA$2.09B, implying a 41B valuation on the asset.

Publicly available filings say the 407's 2024 EBITDA came in at CA$1.48B.

That's a multiple of 28x that they're paying, which is very typical if not slightly on the higher end for the industry.

Highways are capital intensive assets with high operating margins. You build it at a large cost and it mostly just stays there with occasional maintenance. Welcome to the infrastructure asset class.

Also, the stock price of Ferrovial barely outperformed the S&P. 10.5% CAGR, as you own chart says.

What exactly are you upset about, Braden? I don't know you and you seem to be the CEO of a fundamental research platform, but this post makes me think that you don't understand the fundamentals of an entire industry, what a valuation is or the concept of compounded growth.

Definitely not using @fiscal_ai in my lifetime.

[Burak Coşkun @bs_coskun]

@laptoplugezgin Ben sadece şişe suya para verdiğiniz için linçlerim.

[Burak Coşkun @bs_coskun]

@nbabaronu Başıma bir şey gelmeyecekse NPV hesabıyla enayi olabilir cidden.

[Burak Coşkun @bs_coskun]

@therealtomcatct @C_3C_3 The other way around, actually.

I know because I got in for undergrad but had no way to pay for it (not even with loans) and I’m still slightly pissed about it to this day.

[Burak Coşkun @bs_coskun]

Kurtarılan paranın sağlayacağı faydadan ziyade bankaların farklı yaklaşımlarına "cüzdan ile oy verme" ve prensip meselesi.

12.80 TL hiçbir fark yaratmayacak, ama bankaya maliyeti 1-2 kuruşluk sistem katılım ücreti ve elektrik tüketimi olan bir şeyin maliyetinin yüzlerce katından satılması tatsız bir durum.

Bunu yapmayacak olan bankayı mevduatım üzerinden yıllık %3-4 net marj kazanmakla şereflendirmeyi tercih ederim.

[Burak Coşkun @bs_coskun]

@multitropic @BoringBiz_ Guy who thinks NYSE is "Wall Street".

[Burak Coşkun @bs_coskun]

@itsnotmyai 800 TL fark ile erişimi 193 ülkeye yükseltmek ister misiniz?

[Burak Coşkun @bs_coskun]

@vrexec Pretty rare to see a realistic and honest to god assessment on this topic without a glaring ideological agenda favoring either side.

Kudos!

[Burak Coşkun @bs_coskun]

@Tom_Rowsell @GregHands @UKinGermany @GermanEmbassy @GermanAmbUK @andrewjonathanm Brexit or not, way too many Salafists and stag party groups coming from Britain. I, for one, support the idea of Dutch border guards making judgement calls in order to maintain the peace.