hudsonrivertrout

Public markets / Consumer & TMT

[hudsonrivertrout @senatorcheese]

@WaterworldCapi1 How squeezey we wants to get admiral

[hudsonrivertrout @senatorcheese]

@shidellian Welcome to the arena

[hudsonrivertrout @senatorcheese]

@semil East village farm and grocery. If they don’t have it. You don’t need it

[hudsonrivertrout @senatorcheese]

@ChairliftCap Damn who hurt you

[hudsonrivertrout @senatorcheese]

@NegativeAlp / pure consumer guy now does biz services (sup)

[hudsonrivertrout @senatorcheese]

@S_curvecap Was dat

[hudsonrivertrout @senatorcheese]

@S_curvecap Center aisle baggies cmon down

[hudsonrivertrout @senatorcheese]

Time for 1 of my fav traditions - sell-side cocktail crawl. basically Santa con for “investoooors” desperately in need of a drink or 12. Looking fwd to seeing the usual suspects incl the plastered jr sales guy, overly confident ICR girl who just graduated from Nova among others

[hudsonrivertrout @senatorcheese]

One of my fav things about ICR is the insane diff btw the HF and PE experience. PE bros hanging out at the bar by 3pm after 7 vanilla banker mtgs while the HF bro is on his 8th Celsius and 4th baby blue addy sweating the 10 pt intraday swing in a shtco teen apparel retailer.

[hudsonrivertrout @senatorcheese]

Goooooood morning Vietnam! ICR off to a bang, not even 730. $FIVE, $SHAK, $LULU, $USFD pre announcing. Hamburger co blaming weather for missing, while tween retail is crushing. Seeing an absurd # of sleeveless t-shirts from PMs at ritz coffee shop. Not exactly Vuoris target demo

[hudsonrivertrout @senatorcheese]

@CoorsLightCEO “Ask and ye shall receive. Seek and ye shall find.”
-Jesus, @senatorcheese

[hudsonrivertrout @senatorcheese]

That time of year when the finest inv. minds fly south to Orlando for ICR. incredible travel fits. New analyst at MLP decked out in Kith, seasoned PM wearing a golf q-zip from a club he’ll never get into, LO PM who’s missed the bmark by 450bps since 2011 decked out in linen.

[hudsonrivertrout @senatorcheese]

Fly home for Christmas. Get in late. Wake up early to digest news. Everything is red. Pour a heavy brandy egg nog, crack the fireplace and watch 5 weeks of alpha decay in 7 minutes. Merry Christmas I love my job.

[hudsonrivertrout @senatorcheese]

@EventDrivenEddy So we’re buying this right?

[hudsonrivertrout @senatorcheese]

@S_curvecap I’m cooked

[hudsonrivertrout @senatorcheese]

@ChairliftCap Damn son who hurt you this am

[hudsonrivertrout @senatorcheese]

@MurrayHillGuy1 Madrid. Thank me later

[hudsonrivertrout @senatorcheese]

@Empty_America Biased alum here so take w grain of salt. Few places still exist where you can get well rounded experience. Played a d1 sport, was in a cappella group, joined a frat. What’s not to like? Not for everyone but good network post grad and ppl generally well adjusted / low ego

[hudsonrivertrout @senatorcheese]

@MattJMcClintock Hmm 1) I didn’t rec a damn thing. 2) there is no one “game”. There are many games, played by diff actors w/diff incentives, LPs, time horizons. 3) GL trying to monetize relationships. Lucky to have reg. dialogue w/mgmt teams. Merely observing that false chumminess is nauseating

[hudsonrivertrout @senatorcheese]

I swear to god if 1 more pod sr analyst/PM starts a ? referring to CFO/IR by name directly in the room I’m going to blow a gasket. Let’s be clear. You’re not friends. You’re not going to glean incremental insights vs EC last week. And you sound like a MF used car salesthey/them