Eremos Capital

Consumer & Industrials L/S Equity

[Eremos Capital @eremoscapital]

@macaronicapital ~HSD% of all activity are bots

[Eremos Capital @eremoscapital]

@TheStalwart The uncanny analog to this is Lennar and their land-light balance sheet. Better to incur compounding PIK interest from land bankers that ultimately gets capitalized into inventory than prudently manage land on the books. Until it simply doesn’t make sense!

[Eremos Capital @eremoscapital]

@dirtcheapbanks Then this thing called the CLARITY Act arrived.

[Eremos Capital @eremoscapital]

@ContrarianCurse I scrape your fintwit and have claude trade all ur ideas. LOL.

[Eremos Capital @eremoscapital]

@ChairliftCap @JulianKlymochko What happens when 22 year olds are partners at A16z…

[Eremos Capital @eremoscapital]

@ACapitalLP $MCO and $SPGI too

[Eremos Capital @eremoscapital]

@ContrarianCurse This is so accurate. Surprising how many people anchor to $s. Especially when it comes to VaR. Makes zero sense.

[Eremos Capital @eremoscapital]

@long_equity Mattress supply chain — SGI

[Eremos Capital @eremoscapital]

@ContrarianCurse Brain-dead take. Market structure has been built on the shoulders of giants before us. Doesn’t make us any more intelligent than participants in the 80s. You were probably underweight META in ‘22 <13x.

[Eremos Capital @eremoscapital]

@rev_cap Case Schiller lagged vs OER portends reflation in rents, too. Hawkish cut was no surprise

[Eremos Capital @eremoscapital]

@richfalkwallace Would be great to get the excel.