TIm

[TIm @corporalCocoPuf]

@FocusedCompound You’ve really settled into the angry, underperforming value investor persona.

[TIm @corporalCocoPuf]

@InvestSpecial It’s not like he’s buying very durable and predictable businesses either. From what I’ve seen, he’s also buying businesses that might not exist in 10 years. It’s the nature of capitalism.

Honestly I felt dumber after reading his post.

[TIm @corporalCocoPuf]

@PEoperator "Can't say much more" - anonymous account

[TIm @corporalCocoPuf]

@Secrets4stocks Is this true? I saw a few people say he was day trading but couldn't tell if it was a joke.

[TIm @corporalCocoPuf]

@RedwoodCap I’ve thoroughly enjoyed these and really appreciate the time and effort you’ve put into putting them together.

[TIm @corporalCocoPuf]

@aleabitoreddit The $PENG thesis has nothing to do with photonics.

[nr98 @acidinvestments]

Every smart guy i know is capitulating into the ai trade right here, after a historic rally. Crickets in march/april.

[TIm @corporalCocoPuf]

@MoneyMarkStocks A few picks like that and a few decades in the game, you have to be well over $100mm by now right?

[TIm @corporalCocoPuf]

I haven’t said this about any AI related equity so far, but I’ve repeatedly seen SILC management play the same hype cycle.

[TIm @corporalCocoPuf]

@mascarosergi Good for you man but please be careful! Playing with fire.

[TIm @corporalCocoPuf]

@Monolith_Cap @BerkelKip No position but if your broker has an international desk like Schwab or Fidelity, they should be able to locate share for you!

[TIm @corporalCocoPuf]

@Bkclaims I mean yea if you inflate your expenses to $400k a year but that’s not the reality. Mostly all of my friends pocket $250k+ a year and have a $1mm in the bank by 30.

Only city in the world where this isn’t abnormal.

[TIm @corporalCocoPuf]

@ReneSellmann @InvestLikeBest Excuses excuses, this is exactly what people who underperform say. Why is it that I never hear PMs who actually generate alpha talk like this?

Focusing on fundamentals is a disadvantage? Yeah, right. Your inability to properly value businesses is the real disadvantage.

[TIm @corporalCocoPuf]

@UncleAlpha007 It’s genuinely impressive to see someone update their view so quickly when the facts change.

[TIm @corporalCocoPuf]

@orrdavid Hey David, this is a bit off topic, but I remember a few years back you mentioned that investors might be better off studying Ken Griffin rather than traditional value investors. Do you have any reading or book recommendations on that?

[TIm @corporalCocoPuf]

@siyul @everyonehatesp1 I would actually say the opposite. It's one of the few industires where you can earn a solid ROE for extended periods of time without having a competitve advantage relative to your competitors.

[TIm @corporalCocoPuf]

@marketplunger1 That's a solid agrument but a few of them have cash flow margins in the 20-30% range which makes 4-6x sales very reasonable.

In aggregate I think most of them look fairly valued after this sell off.

[TIm @corporalCocoPuf]

@ToddWenning This happened to me right out of college. Multiple rounds of interviews at Lincoln financial. I accepted the job and even received a signing bonus.