Career Analyst

Sellside survivor turned LO Analyst (Tech / Consumer)

[M͓̽anny @sha256manny]

@nypost She’s so brave! A pioneer! The first Puerto Rican woman from the Bronx who hasn’t been knocked up naturally at 15.

[High Yield Harry @HighyieldHarry]

Asking the nepo intern how he got a return offer:

[FCF Freddy @FCF_Freddy]

Underwriting process at Jefferies

[Career Analyst @PathDependency]

@ScoobyDooSkiii @NeiOCo @jbulltard1 Correct they shouldnt. Nor should people like you who whine all day on twitter while following "youtube" investors. Please make sure my package arrives on time this aftn. Best.

[Career Analyst @PathDependency]

@ScoobyDooSkiii @jbulltard1 Lol you are retarded.

[Geoff Karren @geoffreykarren]

@JaredKubin @firstadopter Also if you allocated on July 1 you not only got a -100% on your investment you almost certainly had no gain from privates. And they liquidated a ton of stock with cap gains to meet margin calls in July. Which means you’ll also get a tax bill. So a loss greater than 100%… 💀

[Hiroo Onoda @OnodaCapital]

3. “He accomplished so much at 24 and rich!” - yes, credit! Great. Shows the vacuousness of standards. It’s the Adam Neumann / Chamath scorecard. Leo prob great guy, I don’t care, but lot of people saying only thing that matters is #arena + #securedbag

[Jay Yoon @jaysyoon]

If you run 4x leverage on a book that is 100% allocated to a high beta trade, then you are a moron. Never understood the obsession with Leo and this confirms that he was nothing more than just a degen Korean retail trader.

[Hiroo Onoda @OnodaCapital]

As expected, seeing white knights (usually with a crypto history) saying Leopold dunking is not cool because he was “in the arena” and “obviously smart” and “took a chance” and “is still rich”

[Chairlift Capital @ChairliftCap]

All the MNPI in the world and Leopold still gets his shit rocked

There's a lesson there

[DeFlock @therealDeFlock]

"a Flock vice president logged into the Dunwoody PD’s Flock system and looked at a camera in the children’s gymnastics room of a private community center here in Dunwoody.

He did not look at any other cameras in the entire 400-camera network that day."

https://t.co/CwhLqOMwvz

[DMT Capital @DMTCapital]

SemiAnalysis MNPI-as-a-Service never fails to deliver

[Chris Brunet @chrisbrunet]

New York University (@nyuniversity) has filed a notice of intent to hire an H-1B Data Reference and Collections Librarian

Salary: $93k

No American citizen was qualified for this job.

[Trevor Scott @TidefallCapital]

Value investing bottom

[Jeremy Raper @puppyeh1]

How you know in a heartbeat it’s AI slop:
- overly rhetorical
- short, definitive statements broken into their own separate para for no reason
- over-reliance on colons after a single noun (not a full clause), ie 3rd grade note-taking masquerading as proper sentence structure
- sounds like a poor man’s Chamath on a podcast

Overall it just reads, tonally, completely manufactured. Not hard to pick these days and frankly (as others have said) total deal breaker when assessing credibility once you see through it 🤷🏻

[Unemployed Yellow Cat @YellowCatCap]

Whats the dumbest belief a lot of intelligent finance people have?

PMs adjusting their book for "Seasonality" definetly is up there

"Were going into a more difficult part of the year!" Lmao

[Roman Helmet Guy @romanhelmetguy]

If you were born in America, you’re an American. You have a right to live here. Unless of course you’re American. In which case you’re living on stolen land.

[Curtis Yarvin @curtis_yarvin]

HELD: the Constitution is, indeed, a suicide pact