Tukees

Equities | Macro | Personal Finance

Create your own luck

[Tukees @TukeesCapital]

Isn’t what Anthropic is doing regarding spreading fear + advocating for regulation the same playbook that FTX and SBF was running?

[Tukees @TukeesCapital]

For those keeping track at home:

Roughly $300 million in call option premium has been put on by what appears to be one player between Friday and today’s session across all the memory popular names.

All Jan-27 paper 👑

[Tukees @TukeesCapital]

Instead of worrying what will happen if things go wrong, dream of what will happen if everything goes right

[Tukees @TukeesCapital]

Seeing a lot of people who have been bearish since the lows, continue to mention we are near the top. Pain trade likely ahead

[Tukees @TukeesCapital]

Fred Again at Forest Hills. IYKYK

[foks @ExaltedFoks]

Fred Again felt like he was about to take over the world in late 2022. Then he put the same song out nineteen times in a row

[Tukees @TukeesCapital]

Thank you for your attention to this matter!

[Tukees @TukeesCapital]

ETH/BTC chart is criminal

[Tukees @TukeesCapital]

Price currently driving sentiment

Will be a matter of time before “we are so back”

[Tree News @TreeNewsFeed]

COINDESK: Fidelity Lets Investors Directly Invest in Crypto Through New Retirement Plan

https://t.co/hpcSX8Hf3C

[Tukees @TukeesCapital]

@Uber your customer support chatbot is absolute trash

[Tukees @TukeesCapital]

In the future, a flex for a company will be to have a human customer support line. That will never go away

[Tukees @TukeesCapital]

Bidding some coins here

Happy to add lower on retest of higher low (80-85)

Happy to add higher on a breakout (above 92)

[Robert Sterling @RobertMSterling]

The most bitter people you’ll ever meet are white-collar workers in their late 30s who took gifted classes in elementary school and AP classes in high school, got 3.8 GPAs in college, and now make $150-200k in corporate middle-management jobs after failing to develop the personality or the social skills requisite for leadership and authority.

These people spent their entire childhoods getting told they were Very Smart and Very Special—that they would one day rise through the ranks of the professional managerial class, inherit the earth, and have dominion over the jocks who tormented them and the cheerleaders who denied them—only to wake up one day at the cusp of 40 and find themselves working in a fluorescent-lit office park in suburban America, earning a salary good enough to get trapped in an expensive lifestyle but not sufficient to ever feel successful, eight layers deep in a corporate hierarchy and still 10 years away from having any decision-making power in their organization (if ever). Rather than being a master of the universe, they spend their days attending “stand up” meetings and HR seminars, thumbing through Microsoft Teams alerts while sitting in traffic, and moving text boxes around PowerPoint decks ahead of their boss’s boss’s boss’s meeting with the new private equity owner flying in from Greenwich, CT on a G550 for the afternoon.

Meanwhile, enough of their contemporaries have gotten rich by now—many of them back-slapping frat guys or sorority “woo girls” who got 2.7s in college but learned how to win friends, influence people, and, most importantly, close deals—that they have started to realize everything the gatekeepers of the institutional world told them between kindergarten and their first post-college entry-level job was utterly fraudulent. Rather than designing the machine or pulling the levers of the machine, they are the pulp fed into the machine each day, victims of an assembly line owned and operated by people less intelligent than them—less worthy than them—who somehow escaped the conveyor belt despite their inferior brains and lower test scores. It’s not what they were promised all their lives, it doesn’t add up, and it’s not fair. These people are too young to think about retiring yet too old to think about making a change, they feel stuck and frustrated, and it’s everyone’s fault but their own.

[Tukees @TukeesCapital]

Great interview from someone leading a highly respectable firm

[Patrick OShaughnessy @patrick_oshag]

My conversation with Lone Pine’s co-CIO Kelly Granat

We cover every aspect of their investment process, and how they’ve built Lone Pine

Links below (including YouTube!)

Timestamps:
1:09 Market Structure Evolution
3:39 The Impact of Passive Investing
5:21 Collaboration & Team Dynamics
8:48 Excitement in Periods of Extreme Change
9:21 The Role of Competition & Curiosity
17:00 Fundamental Research & Data Integration
22:34 Investment Philosophy
30:31 People-Centric Investing
37:24 Succession Planning
44:32 Facing the Pressure of Early Success
45:31 Burnout & Rediscovery
52:08 Learning from Industry Leaders
53:04 Evaluating Talent and Competition
1:06:29 Lessons in Investment
1:22:27 The Kindest Thing Anyone Has Ever Done For Kelly

[Tukees @TukeesCapital]

SOL is down 50+% since that kid said we were in the first few innings of SOL on stream

[Tukees @TukeesCapital]

FIFA COIN

[Tukees @TukeesCapital]

Says the guy who makes surprise appearances on CNBC anytime SPX is 5750

[Solid Intel 📡 @solidintel_x]

INTEL: STOCK MARKET NOT DRIVING OUTCOMES FOR THIS ADMIN- LUTNICK

[Tukees @TukeesCapital]

Hyper liquid guy just casually longing 100’s of millions worth of crypto on leverage before the SBR announcement

Ok

[Tukees @TukeesCapital]

Reminder - cash is a position

[Tukees @TukeesCapital]

@NightOwlCapital This lore will fly over 99.9% of people but this is a high quality tweet. “Is $2 billion in gains enough to retire?”