Inkoo

At lunchtime, I bought a huge orange... The size of it, made us all laugh.

[Inkoo @iaminkookang]

@jenn_rosenthal GM indeed!

[Inkoo @iaminkookang]

The ACL looks pretty good to me…

[Inkoo @iaminkookang]

@teddyfuse That’s why we call it the present.

[Inkoo @iaminkookang]

@EricBalchunas @JSeyff Naming 10/10

[Inkoo @iaminkookang]

@teddyfuse @JenniFusaro1 It’s hard not to love love.

[Inkoo @iaminkookang]

@EricBalchunas We call this a Pandl candle! @LowBeta

[Tommy Beer @TommyBeer]

Dude

[Ben Stiller @BenStiller]

JALEN FUCKING BRUNSON

[Big Knick Energy @BigKnickEnergy_]

Jalen Brunson is literally Batman.

According to NYPD data, crime has gone down 78% while the Knicks have played in the playoffs at home.

[Inkoo @iaminkookang]

@JSeyff Drop the L. It’s cleaner.

[Inkoo @iaminkookang]

@coinbase Well played.

[Inkoo @iaminkookang]

@teddyfuse In a way… it sort of makes sense… some of these names trading at 20-25X FCF - there’s a “who the heck knows” aspect of paying for cash flows 20 years out, today, with the unknown of AI impact. Markets moving quick to discount the uncertainty… but with you. Wild behavior.

[Inkoo @iaminkookang]

@SMAXGUY How do I “dm” ?

[Inkoo @iaminkookang]

@EricBalchunas Imagine if WisdomTree moved on from currency hedging?? Remember all the airline funds that closed before 2020?

A lot of what-could-have-beens…

[Inkoo @iaminkookang]

@EricBalchunas Thinking of a couple here… riffing out loud. Maybe something inspires…

Terrordome Churn - used in a sentence - “Another Fund that fell to Terrordome churn in the US ETF landscape.

Just Missed It Bias - Issuer bias to move on quickly nowadays to what’s working.

[Inkoo @iaminkookang]

@JSeyff Time to add “Crypto” to “FUND_ASSET_CLASS_FOCUS” no??

[Inkoo @iaminkookang]

@teddyfuse QE for ants?

[Inkoo @iaminkookang]

@EricBalchunas @emily_graffeo Ye old faithful, the ETF wrapper.

[Inkoo @iaminkookang]

@EricBalchunas To quote Seth Klarman - “The market is the story of cycles and of the human behavior that is responsible for overreactions in both directions.”