Vittorio Fratta, CFA

Portfolio Manager for $ 2.5 billion US domestic equity fund, former D1 tennis player. 🇺🇾, 🇮🇹, 🇺🇸. CFA, MBA

[Vittorio Fratta, CFA @vfrattaPM]

@Liathetrader @newstart_2024 At the risk of annoying you today (sorry)…. On average worse that in Europe. However, again, if you can pay for it and most importantly if you can advocate for yourself and you can apply your own critical thinking. US has better healthcare.

[Vittorio Fratta, CFA @vfrattaPM]

@Liathetrader It’s possibly a better median… if you have the chance to compete well, US is probably better?

[Vittorio Fratta, CFA @vfrattaPM]

@Mr_Derivatives Not a meteor… all the rebuilding would be bullish

[Vittorio Fratta, CFA @vfrattaPM]

@rohindhar Why? AI, easing on the culture wars, actual improvement in security?

[Vittorio Fratta, CFA @vfrattaPM]

@EricSte83854527 @KeithMcCullough @HoweGeneration Unique.

[Vittorio Fratta, CFA @vfrattaPM]

@KeithMcCullough Reset, switch tennis racket to non dominant hand, inhale, exhale and onto the next point…

[Vittorio Fratta, CFA @vfrattaPM]

@TheNotoriousMMA I understand what you meant…. However, that is not what reverse engineering means.

[Vittorio Fratta, CFA @vfrattaPM]

@mccaffreyr3 You say it like is the first time.

[Vittorio Fratta, CFA @vfrattaPM]

@realstewpeters You say it as if it is the first time! 😂

[Vittorio Fratta, CFA @vfrattaPM]

Oil stocks are not oil.

[Vittorio Fratta, CFA @vfrattaPM]

@JoshYoung @APompliano Oil stocks haven’t done much last week… you had to own wti or Brent

[Vittorio Fratta, CFA @vfrattaPM]

@SamofAmerica @KeithMcCullough Huge parallel between investments and tennis. You need to forget about the last point if you are to have a chance to win the next one.

[Vittorio Fratta, CFA @vfrattaPM]

@AndreasSteno If you were a responsable adult, wouldn’t your gold already be in Switzerland, Singapore and London?

[Vittorio Fratta, CFA @vfrattaPM]

@DaleStarkA10 @AuronMacintyre Congratulations on the consistency! Hardly seen these days across the board…

[Vittorio Fratta, CFA @vfrattaPM]

@stats_feed Anyone that ever lived in Brazil would vote for it, no competition from the other three

[Vittorio Fratta, CFA @vfrattaPM]

@DougKass Not harsh enough…

[Vittorio Fratta, CFA @vfrattaPM]

@SamofAmerica Not an intellectual mistake; but emotional.

[Vittorio Fratta, CFA @vfrattaPM]

@BillKristol whatever that is, probably includes not so good cuisine…

[Vittorio Fratta, CFA @vfrattaPM]

@Mr_Derivatives Any interest in charting RIG?

[Vittorio Fratta, CFA @vfrattaPM]

@JoshYoung @MSVCap @AdamB1438 However AMR was a bought by US airways and in their last day trading (sometime in late 2013) they traded at $ 11 and change… I believe that was around $3 billion equity value. Nuts.

[Vittorio Fratta, CFA @vfrattaPM]

@JoshYoung @MSVCap @AdamB1438 Forgetting the details (but i have them filed somewhere). AMR had a couple of billions in cash In 2011? Had just signed agreement to replace frames with Airbus and BA. And filed.
Lawyers reminded us that no airline ever came out of BK with value (not true Hawaiian airlines)