ringodingo

j chillin

[ringodingo @coffeeaddicccc]

what is the name of the omani pilot (terrorist) in the flydubai attempted hijacking

[ringodingo @coffeeaddicccc]

@obeyhyemi wanna help you unpack

[ringodingo @coffeeaddicccc]

@obeyhyemi hello princess hyemi, im trying to send your $30 tribute but wasnt able to find the paylah to it, im from sg would it be possible for me to use paynow? ill send it before texting u in dm

[ringodingo @coffeeaddicccc]

@getoffmadickson @pranavsrikar99 @TalhaMehar007 @priymrj why did nasa choose to fund spacex?

[ringodingo @coffeeaddicccc]

@JeffiniteVC @partners_road but what if my time horizon isn't necessarily 20 years, certainly there will be mispricing where we look for repricing catalysts in 2-3 months, is it still an unfortunate necessity in this case?

[ringodingo @coffeeaddicccc]

@partners_road much appreciated. starting out in a grad program in one of the pod shops in a couple months and looking forward. excited really

[ringodingo @coffeeaddicccc]

@partners_road fair enough!

[ringodingo @coffeeaddicccc]

@Restructuring__ @mjmauboussin thanks for the write up! wanted to double tap on the point of basic unit of analysis, how would you apply this, say for example to the foot locker case?

[ringodingo @coffeeaddicccc]

@partners_road absolutely, i usually like to dive into the call transcript and especially the interrogation session by equity research towards the end

but a quick follow up, within the letter specifically where do you scrutinise? is it changes in guidance, confidence etc or other items?

[ringodingo @coffeeaddicccc]

@JeffiniteVC @partners_road hey jeff, thanks for the input, genuinely curious as to why not? really genuinely want to understand and sorry if it comes off as challenging

[ringodingo @coffeeaddicccc]

@PlaisanceRobbie @NotA_Bull i did with synthetic exposure, 15% return in one day

[ringodingo @coffeeaddicccc]

entered qqq puts 740 expiring 31/8

[ringodingo @coffeeaddicccc]

im bearish on spy and buying puts at 760 expiring december

my thesis: over optimism in the face of high inflation, only infrastructure providers earning, models losing cash, however the adoption thesis plays out it either hurts labour or will cause a re-underwrite of assumptions

[ringodingo @coffeeaddicccc]

@VerticeRealta @Restructuring__ yeah hes the guy that stands at the sidelines of the party thinking "they dont know im from pjt rx" lmao

[ringodingo @coffeeaddicccc]

@empire_h1867 @pumice432 what is waistband architecture?

[ringodingo @coffeeaddicccc]

@BoringBiz_ im a penultimate undergraduate, about to start summer internship at an EB (think PJT), what do you recommend my next course of action be

@Restructuring__ wanna hear your thoughts too sir

[ringodingo @coffeeaddicccc]

to help or not to help?

[ringodingo @coffeeaddicccc]

ok maybe i am an introvert after all; i get lonely not seeing people for a while, then i get tired when i am about to meet someone

[ringodingo @coffeeaddicccc]

20/2/2023 - let's try