MacroMan

L/S Equity PM. Life long learner. Seek and you shall find.

[MacroMan @Three12Capital]

@__paleologo How do you expect candidate to handle a PM whose annual P&L looks like this?

[MacroMan @Three12Capital]

@inwoodcapital In this job you are either the hunter or the hunted. Markets constantly change and will continue to do so. Markets don’t care about your track record, your pedigree, it’s the purest expression. Adapt or Die.

[MacroMan @Three12Capital]

@patrick_oshag [email protected] - i get finders fee if you close.

[MacroMan @Three12Capital]

@FundamentEdge Disagree. The large multi’s have adopted AI

[MacroMan @Three12Capital]

@__paleologo No, you generated more PnL than the expected value of the game. Take your profits and go.

[MacroMan @Three12Capital]

@__paleologo Why not just use your work resources?

[MacroMan @Three12Capital]

@UpslopeCapital @WaterworldCapi1 What is the bull case on staples? GLP1 pill is going to accelerate adoption significantly from here and unlock cohorts that previously would not even consider GLP1 products

[MacroMan @Three12Capital]

@__paleologo How far are we from L/S Predication Markets? Citadel already is deploying capital in the space

Are your factor models ready for that?

[MacroMan @Three12Capital]

@rev_cap Relative FCF yields of that group have compressed vs SPX - the underperformance makes sense from that lens.

[MacroMan @Three12Capital]

@wabuffo What day is the data thru in the table you have, only two days missing? Are any of those payroll dates?

[MacroMan @Three12Capital]

@TMTLongShort Says video taken have another link?

[MacroMan @Three12Capital]

@Citrini7 Anything on severity? Hoping it’s not crazy

[MacroMan @Three12Capital]

@typesfast What about trucking how do we think about the relative value prop of that? Thanks!

[MacroMan @Three12Capital]

@pulte Powell and the FICO mafia!

[MacroMan @Three12Capital]

LULU -20%. Time for Calvin to resign @lululemon

[MacroMan @Three12Capital]

@GavinSBaker Jordan product is now in a multi-yr down cycle. At the same time NKE, LULU, & others leaned significantly on incremental growth from Asia (half of global sportswear growth) brands are impaired there

[MacroMan @Three12Capital]

@GavinSBaker Clarks aren’t the answer to NKE problems. NKE problems run deep beyond product.

[MacroMan @Three12Capital]

@GavinSBaker Jordan product is now in a multi-yr down cycle. At the same time NKE, LULU, & others leaned significantly on incremental growth from Asia (half of global sportswear growth) brands are impaired there

[MacroMan @Three12Capital]

@BillAckman @Nike Bill does DKS / FL acquisition impact NKE’s wholesale vendor leverage. What are your thoughts on the wholesale landscape and the consolidation.

[MacroMan @Three12Capital]

@modestproposal1 Yes