duds25

HY public credit, distressed/special sits

[duds25 @dudleycapital]

@michaeljburry Genuine question, why not opt for CDS on NVDA or other hyperscalers given current IG spreads that would likely get bombed out if we experience a correlated tech crash. Seems like it would be cheaper access to vol compared to puts.

[duds25 @dudleycapital]

@SmoothBrain109 @hamids You cannot derive fund returns reliably from 13F filings. They don’t include short positions, commodities, total return swaps, etc. It is also impossible to discern historical trade timing from 13Fs. You can speculate on the other stuff but you have no idea what his returns were.

[duds25 @dudleycapital]

@SmoothBrain109 @hamids I am criticizing the tendency of people to lie and make things up about someone's investment returns, which the original poster and you just did

[duds25 @dudleycapital]

@Crack_Capital @OnodaCapital He also shorted more last week at ~930

[duds25 @dudleycapital]

@SmoothBrain109 @hamids Those have never been made public in the years beyond 2000-2008

[duds25 @dudleycapital]

@MissblondieMB @hamids Doesn't answer my question

[duds25 @dudleycapital]

@NoLimitGains Broken clock

[duds25 @dudleycapital]

@OtterMarket Congratulations on the great investment

[duds25 @dudleycapital]

@taobanker So inspirational and relatable for the modern person trying to break into finance

[Northeastern University Student Value Fund @northeasternsvf]

$FOXF @NickOlsen_10

[duds25 @dudleycapital]

@OtterMarket https://t.co/p8XgAaGn59

[duds25 @dudleycapital]

@amendandpretend PE investors discover value investing

[duds25 @dudleycapital]

@theDSOguy Thanks! Looks like I can. I'll reach out shortly.

[duds25 @dudleycapital]

Should've bought more. Long $CCOI

[duds25 @dudleycapital]

Might be put selling and dip buying time on $CCOI

[duds25 @dudleycapital]

Recommended read

[Jonathan Wells @SpecificReturn]

$HQI

[duds25 @dudleycapital]

Might be put selling and dip buying time on $CCOI

[duds25 @dudleycapital]

@At50w50882 @ErnestWongBWM Think $VSNT is sub 5x if I’m not mistaken

[duds25 @dudleycapital]

@eriksen_tim @leevalueroach Does Cedar Creek have a maximum market cap level above which you typically won’t consider or devote time to?