Patrick Diener

Allocator@SFO | Public Equities, Absolute Return, Fixed Income | MD @ Charitable Foundation | Environmental Protection & Education

[Patrick Diener @PatrickDiener1]

@Biohazard3737 We have defined it as impact where you add incremental capital or expertise to help facilitate drug development. Pure trading of biotech stocks is neutral from an impact perspective. RTW for instance, we have defined as a positive impact fund

[Patrick Diener @PatrickDiener1]

@ezmoneymonty I suppose…

[Patrick Diener @PatrickDiener1]

Not sure how $GE can be down on those blowout earnings….

[Patrick Diener @PatrickDiener1]

@ariaradnia $GE, $V, $MCO probably

[Patrick Diener @PatrickDiener1]

@varuninvesting Very interesting! What’s the source?

[Patrick Diener @PatrickDiener1]

@RihardJarc Did you just move the narrative in the markets? Or is that just lucky timing…

[Patrick Diener @PatrickDiener1]

Today is the day I realize that I appear tohave the anti-A.I. portfolio…

[Patrick Diener @PatrickDiener1]

@JerryCap @chat_SBC What’s the bear case then?

[Patrick Diener @PatrickDiener1]

I really don’t know what to make of the weakness in $V… should I just continue buying…?

[Patrick Diener @PatrickDiener1]

$V looks cheap to me here

[Patrick Diener @PatrickDiener1]

@LegacySiu Borussia Dortmund…

[Patrick Diener @PatrickDiener1]

Is $SE getting disrupted by A.I. as well? 🤔

[Patrick Diener @PatrickDiener1]

Man, my Canadian compounders are not off to a great start this year $CSU, $FFH, $TVK.TO

[Patrick Diener @PatrickDiener1]

@CJ0pp3l $GDS data centre buildout ex US accelerating, cheap SOTP story with catalyst

[Patrick Diener @PatrickDiener1]

@vkhosla You are kidding, right? I hope you are.

[Patrick Diener @PatrickDiener1]

$CLNX forcing me to back up the truck…

[Patrick Diener @PatrickDiener1]

@TidefallCapital Yet https://t.co/4pYDsSaKBS not doing much

[Patrick Diener @PatrickDiener1]

@evantindell Such a horrible deal. Was long $TMV.DE prior to the deal but exited upon announcement

[Patrick Diener @PatrickDiener1]

Pretty negative alpha day today

[Patrick Diener @PatrickDiener1]

@PronkDaniel What’s the catch?