Ted Lasso, CFA

[Ted Lasso, CFA @tedlassocfa]

@jeffspross That assumption has frequently been proven to be true though? I grant that it's not true in every case, but it's not some made up thing. Perhaps we are talking past each other.

[Ted Lasso, CFA @tedlassocfa]

@Jesse_Livermore I think this is true, but also covariant with the probability that she doesn’t want that kind of attention becuase she works for Elon.

[Ted Lasso, CFA @tedlassocfa]

@ZaidJilani Bezos was making a mathematical point that even if you seized x% of the assets of the top 1000, it wouldn’t be that much money relative to the deficit and the cost of new social programs.

Platner is a politician so whatever it’s fair game to miscontrue but that’s the situation

[Ted Lasso, CFA @tedlassocfa]

@milken_cookies LMAO imagine a CEO going to a pod analyst for advice.

[Ted Lasso, CFA @tedlassocfa]

@ZaidJilani They actually don’t cast Helen of Troy solely based on “most beautiful woman in the world” status

[Ted Lasso, CFA @tedlassocfa]

@negligible_cap Why does a PE guy have bbg

[Ted Lasso, CFA @tedlassocfa]

@CliffordAsness Cliff, he’s getting rid of it for Kindergarteners. We didn’t have it until middle school when I was growing up. The world will be fine without kindergarten gifted programs imho

[Ted Lasso, CFA @tedlassocfa]

@kpottermn Gate checks are free

[Ted Lasso, CFA @tedlassocfa]

@TPCarney Tim I get your joke but if you read the article it’s really not a joking matter.

[Ted Lasso, CFA @tedlassocfa]

@mattyglesias “Private equity” somehow a problem but a “REIT” is somehow totally fine normal

[Ted Lasso, CFA @tedlassocfa]

@ZaidJilani I think there’s also a wide gap between what it means in international law circles, and what it means in US public imagination (systematic extermination, ala Holocaust)

[Ted Lasso, CFA @tedlassocfa]

@RobertMSterling It’s honestly why I think Christianity is such a radical (in a good way) religion. It tells us to forgive even when something seems unforgivable, not only when it’s easy to forgive.

[Ted Lasso, CFA @tedlassocfa]

@jeuasommenulle they're literally redeeming it all out....

[Ted Lasso, CFA @tedlassocfa]

@PythiaR This all might be true until the next AI headline that sends the stock down some more and permanently impairs the long run multiple some more. Picking the entry point on these is so hard.

[Ted Lasso, CFA @tedlassocfa]

@junkbondinvest @LevFinor Can you just be explicit and say that their assets should be worth less than <7x or <5x ebitda or whatever? That's fine, but using the equity market selloff to justify marking down senior loans is just sleight of hand

[Ted Lasso, CFA @tedlassocfa]

@darren_learning @junkbondinvest I’m talking about private credit typically detaching value at most at 7x. So if the business can be sold for HSD, literally 0 impact to private credit.

[Ted Lasso, CFA @tedlassocfa]

@junkbondinvest Ok so you’re basically saying that they’re less than HSD?