CONTRAlculator

Contrarian + Calculator. Or maybe just your contra. "Retired" L/S analyst (..just means no short book anymore). Very open to thoughts/sht talk/bourbon (nyc!)

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Hello Fintwit! I've gotten so much value from lurking/reply-guying under my real name while I was an analyst at a large NYC-based L/S fund. Going to try this semi-anon approach and see if that can drive me to be a bit more active here.

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@TMTLongShort I’ll never master what Druck is good at, so I picked tepper.

If you ask Leo who his mentor is, I bet he would win this poll 😂😂

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@Deathswap1 @ReganCoda Should I be embarrassed I picked tepper too? I love druck but my brain is closer to how teppers works. Gavin is great for this era but he was an ok Fido pm in the right sector right time. Leopold is fun and if you ask him who his mentor is, I bet you’d all beg to work for him :)

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@HatfieldCapital I’m a (mildly open minded) ribeye guy, what changed your mind?

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@KRL_defi_ This is terrible advice, at a minimum, for not asking if they’re 7/10 years into PLSF and either took academic / public jobs …..

Don’t rush to pay down debt that disappears in 3 years…

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@WaterworldCapi1 @RainbowRoadCap Which data vendor/bank do I need to be looking at for this one? 🙏

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@IndustTourist @Peter_Eller10 Perpetual futures gaining steam

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@RainbowRoadCap @WaterworldCapi1 Yeah I’ve been eating it on that one too. Didn’t quite get deep enough to have any conviction to size/double down (fortunately insulating me a little) - what do you think of it here?

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@yungmetronome Mortgage 120k+……

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@sky8632 @congressdj This is sick. I’m from Florida where the pool is either “indoors” or the roof is screen too. Was this originally under the roof and you screened it in? Or it was an outdoor pool and you added the roof?

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@pekwat @P_Remarks @ClarkSquareCap 😂😂don’t rain on my parade I already called him a dbag

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@ACapitalLP Mind adding me?

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@P_Remarks @ClarkSquareCap SHC - PE overhang gone, dbag CEO out, litigation behind them, pricing power accelerating, capex following, FCF ripping + leverage and cheap vs STE

[CONTRAlculator @contralculator]

@thecontracap @P_Remarks @ClarkSquareCap 🙏🙏🙏🙏from your lips to gods ears

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@BeantownStonks @P_Remarks @ClarkSquareCap Why geni vs srad vs others?

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@RHouseResearch @WaterworldCapi1 Have you looked at COKE at all? More leverage to same thesis?

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@RainbowRoadCap @WaterworldCapi1 Think your DMs are closed

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@RainbowRoadCap @WaterworldCapi1 I have some LOGI on but has been very stubborn..

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@Dufief_Mill July-ish 2020 thru idk when it really ended was kind’ve cool. All the transplants were gone in Florida or CT or Ohio or wherever and the people that stayed could actually go to restaurants without a 10,000 person line and outdoor dining was new and novel. Very brief window.

[CONTRAlculator @contralculator]

@yenoms @SECGov So you think they just buy them back on open market from funds at like $15 post close?