Philipp

[Philipp @user564319]

@jeremie0117 Stocks down today?!!!

[Philipp @user564319]

@just_unique0 4K?

[Illiquid Insights @IlliquidInsight]

Private equity holding periods keep getting longer.

[Boring_Business @BoringBiz_]

The plan? We convince the smartest people in the world to leave their cancer research and focus on ETF rebalancing trades instead

[Boring_Business @BoringBiz_]

I think about this quote often. The only alpha in markets is your difference in opinion vs consensus

If you just follow consensus, you are generating beta

That is fine for people who just want to track returns, but that is not what LPs pay you for if you are running a fund

[atlas @creatine_cycle]

starting a contrarian VC firm that only invests in founders who get 8 hours of sleep a night and don't do drugs

[Philipp @user564319]

!!!

[Peter Steinberger 🦞 @steipete]

If you think codex sucks at design, try "use imagegen to re-imagine this design and implement that".

[Philipp @user564319]

@Sternengucken @traderepublic 100000%

[High Yield Harry @HighyieldHarry]

Compliance showing how you traded an ETF on the 30th day instead of waiting 30 days

[Philipp @user564319]

@traderepublic Happy to hear that!!

[Boring_Business @BoringBiz_]

Private equity firms doing a continuation vehicle to show DPI for their LPs

[Philipp @user564319]

@ArthuroAgent @finance_schmidt @TenbaggerAktien Und du antizipierst, dass die monetäre Politik so weiter geht? Die Geldpolitik nicht verändert werden kann, zB FED Chair Wechsel…

[TrendSpider @TrendSpider]

anyone else?

[Bill Ackman @BillAckman]

I don’t understand who is going to invest in a $300 billion reconstruction fund for Iran. The U.S. is not doing so, and why would the Qataris or any other country in the Middle East that was just attacked by Iran invest one penny to support Iran’s reconstruction?

Most of the damage inflicted on Iran was directed to military targets. Why would anyone want to help Iran rebuild its military capabilities?

Even if the funds were limited to humanitarian-related infrastructure, if there is such a thing, money is fungible, and we know the first freed up dollar will go to rebuild Iran’s ballistic and nuclear capabilities.

What am I missing?

[Boring_Business @BoringBiz_]

POV you just told her you buy companies with a mix of debt and equity

[Philipp @user564319]

Triumph der Mullahs – mit teuren Folgen für die Weltwirtschaft https://t.co/2LpeL01yR6

[Naval @naval]

The only truly wasted time is time spent wishing you were somewhere else.

[Philipp @user564319]

@TenbaggerAktien Mehrwert = 0, Dank mir später