MyBuyside

The future of buyside engagement. Learn more @

[MyBuyside @MyBuyside]

Looking for new, insightful ideas or feeling stuck in an echo chamber?

Join MyBuyside, a platform built by and exclusively for hedge fund analysts and PMs. Think Slack meets LinkedIn, optimized for the buyside

[MyBuyside @MyBuyside]

New pitches on platform this week:

$CZR, $GTX, $AVGO, $ASR, $WOLF

Apply for access to our full library @ https://t.co/Sd4HtSv6cN

[MyBuyside @MyBuyside]

Companies discussed on platform this week:

$META, $GOOG, $WDAY, $MSFT, $TEAM, $MNDY, $NFLX, $ROKU, $CLS, $RIG, $MHO, $HXL, $SMCI

Join for free @ https://t.co/pATKhL4gOX

[MyBuyside @MyBuyside]

We had many high alpha pitches in Q1, w 60% o/p vs SPX. Highlights:

Internet long. 26B MC, +41% vs SPX +4%

Energy long. 9B MC, +38% vs SPX +5%

Software short. 3B MC, -19% vs SPX +2%

Apply for full idea library access: https://t.co/leJqc0tADN

[MyBuyside @MyBuyside]

@EricFlaningam We have a sharp $ANET pitch on our platform.

[MyBuyside @MyBuyside]

@InvestSpecial We have some great $TOST debate on the platform. A lot of smart pushback from the bears.

[MyBuyside @MyBuyside]

@wolfofharcourt We have a great $FLUT pitch on the platform

[MyBuyside @MyBuyside]

@KmateoK Some discussion of this on platform

[MyBuyside @MyBuyside]

@alixpasquet Can come to join MyBuyside instead of VIC

[MyBuyside @MyBuyside]

@compound248 We don't post member content publicly by policy, but it's a short thesis, 30%+ expected downside

[MyBuyside @MyBuyside]

@absharman @OnodaCapital Good discussion of this on mybuyside

[MyBuyside @MyBuyside]

@WTCM3 Good discussion of this space on Mybuyside

[MyBuyside @MyBuyside]

@OnodaCapital @rubicon59 Good discussion of this on MyBuyside

[MyBuyside @MyBuyside]

Appreciate the shoutout, @1ahmedh1!

Love the newsletter and recommend others subscribe. It's always a thoughtful weekly note: https://t.co/5IoXFnsfYY

[MyBuyside @MyBuyside]

Feb was a strong month for MyBuyside. We grew to over 120 members and had three pitches up >20%. More to come!

[MyBuyside @MyBuyside]

@VPCapital100 @Cap1talCap1tal More signal, less noise 🫡

[MyBuyside @MyBuyside]

@WaterworldCapi1 This is a perfect question to ask a dedicated community of buysiders

[MyBuyside @MyBuyside]

We’ve had great traction since launch - almost 100 buysiders on the platform.

Unlike with Twitter, finding quality debate is easy here. All our members are vetted buysiders with an avg of 9 years experience investing in public markets. The quality delta speaks for itself

[MyBuyside @MyBuyside]

@joelmcohen That’s a hard but proven way from the 2000s-2010s. The internet is enabling new relationships quicker and in higher volume than ever before. That’s a big idea for us

[MyBuyside @MyBuyside]

@bucketshopcap That’s why there are now alternatives 👀