MOIC Master

cash is king | trying to avoid Leveraged Fuck-Ups

[MOIC Master @moic_master]

after all, i guess everything in life works like this

[MOIC Master @moic_master]

go get it.

[Naval @naval]

The only real test of intelligence is if you get what you want out of life.

[M @M_oass]

$GME

[MOIC Master @moic_master]

lo de ser tryhard y tratar de ser un low cortisol bro a la vez es un poco difícil de conjugar

[MOIC Master @moic_master]

@AndrewDBailey at a certain level of seniority/prestige, every job becomes sales hahaha

[Hiroo Onoda @OnodaCapital]

Best takeaway from Druck talk was he had impostor syndrome for 15+ years before admitting he had a gift

Most of this site has 15 good months and is convinced they are God

[tae kim @firstadopter]

Citrini-ed 😭

[Eric Tsymbal @EricTsymbal]

En España se crea tan poco valor que hemos creado un ponzi de fees

[MOIC Master @moic_master]

@SimonCoronilla por eso van al tamaño de empresa que van. Si no, entran los PEs Smallcap y no pueden competir por precio

[tweet davidson @andyreed]

guys will pay $20/mo for onlyfans but not claude. brother you’re subscribing to the wrong model

[MOIC Master @moic_master]

@amendandpretend Unfortunately, this will be a painful process for returns, liquidity (DPI), fundraising, and reputation, but past sins (paying crazy valuations) will have to be paid

[MOIC Master @moic_master]

@amendandpretend PEs tend to generate returns by buying low and selling high (less about growth or profitability). The issue is that these companies have been repriced from perpetuities to annuities, as investors discount TV to zero from AI disruption risk and exit multiples collapse

[MOIC Master @moic_master]

What the actual fuck

[The Kobeissi Letter @KobeissiLetter]

BREAKING: Netherlands’ House of Representatives has approved a 36% tax on unrealized capital gains.

[Wasteland Capital @ecommerceshares]

The market went from “The Golden Age of Private Credit” to “There may be nothing left to redeem if your fund has software debt on the books” in the space of 12 months.

[Buyback Capital @Larryjamieson_]

Constellation this, constellation that. How about you constellate yourself some bitches

[Elon Musk @elonmusk]

@ianmiles He is a traitor to the people of Spain

[High Yield Harry @HighyieldHarry]

Wow, this software company is getting destroyed by AI today

[Financial Times @FT]

Chris Hohn beats hedge fund rivals with record-breaking $19bn profit https://t.co/h6OmNqsBwd