donny woo

Canadian Portfolio Manager, ACUPURE Investment Management
Mostly here for the nonsense

[donny woo @wonnydoo]

@byHeatherLong The Fed? Sorry rates arent going to save this economy

[donny woo @wonnydoo]

@ShitFund Lots of industrial names. Especially small cap

[donny woo @wonnydoo]

@rohanpaul_ai WT8Z CY

[donny woo @wonnydoo]

@JulianKlymochko I am keeping an eye on the space for an entry point. Using your INCM etf is a good option..however with spreads tights and unrealized losses ticking higher, esp in LL, I could see private credit realized losses ticking higher...

[Clark Square Capital @ClarkSquareCap]

Anybody on fintwit looking to hire? Anybody on fintwit looking to be hired? Send me a dm.

About to launch a little project to give back to the community: fintwitjobs.

Would appreciate a RT for visibility!

[donny woo @wonnydoo]

@varuninvesting George I think. He doesn't have a favourite sector and that to me is unique.

[donny woo @wonnydoo]

@InvestSpecial 24% last 3 and 19% last 5...Acupure Small Cap Fact Sheet - December 31, 2025.pdf https://t.co/QrXLRdnMSd

[donny woo @wonnydoo]

@67Dodge @JonChevreau @AaronHectorCFP @MarkMcGrathCFP @rcarrick @fvettese1 The factors we see: you see your parents and their friends live longer. Way cheaper and easier to use financial planning tools that emphasize decumulation vs just saving. Financial planning for everyone and not just affluent. People going into retirement are much healthier.

[donny woo @wonnydoo]

@marcuslemonis @etu001 @SenWarren The gas tax has not changed since 1993...

[donny woo @wonnydoo]

@OPMWire In real estate you are finding out who rode rates down and money flooding into real estate vs the truly great resl estate investors

[donny woo @wonnydoo]

@verdadcap Haha good one!

[donny woo @wonnydoo]

@InvestSpecial @hkuppy Interesting list! I think time at high level is key. 5 year. damn good bad. 10 years very impressive. 20 years... awesome. Our Small cap will be 10 years this March...over 15% per if all things hold!

[donny woo @wonnydoo]

@sidecarcap Bob Dhillon. $MEQ.TO. never diluted shareholders in 25 yrs. 3300% return in 20 yrs. George Armoyan. Mike Rose. https://t.co/fo67mjYLON.

[donny woo @wonnydoo]

@BillAckman @realDonaldTrump @SecScottBessent @pulte Miles per hour, Fahrenheit and 30 yr home mortgages. 3 things only the Americans cling to for no good reason

[donny woo @wonnydoo]

@DaveStott34952 @BillAckman @realDonaldTrump @SecScottBessent @pulte You can make it portable. The funny thing is the us home mortgage financing market is an anomaly to the commercial and global mortgage market.

[donny woo @wonnydoo]

@WorldWideWob

[donny woo @wonnydoo]

@awealthofcs Trump has a mid term to win. He doesn't care about building homes.

[donny woo @wonnydoo]

@bearsaremean Reddit?

[donny woo @wonnydoo]

@fuzzysemi @TheStingisBack Still could! Both happily retired for 10 yrs living a quiet life. Daughter gets kidnapped for revenge....