Pennypacker @1cPacker

Buyside generalist. Philanthropist. Bicyclist. Joined March 2021

Tweets

127
Followers

70
Following

218
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610

Pennypacker @1cPacker

6 months ago

This is the crux of the strategy many seem to be missing. It's not just about whether / how tariffs are imposed. It's about creating uncertainty in decision-making to raise the risk premium for investing outside the US. The damage is done, but the ? is how lasting it will be.

2x4caster @2x4caster

6 months ago

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Pennypacker @1cPacker

a year ago

You can still be a good investor without having very informed geopolitical views but good lord, this had some horrendous takes 🤦‍♂️ If anything, more interesting as a read on the naive outsider view Rob Vinall/RV Capital's - 2024 Postcard from the USA rvcapital.ch/podcast/episod…

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Pennypacker @1cPacker

a year ago

"They don't break it out that way"

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BDS movement @BDSmovement

2 years ago

We welcome all boycotts of companies complicit in Israeli apartheid & in Israel’s genocide of Palestinians in Gaza. However, we specifically ask you to follow & amplify the call to boycott @PUMA, @AXA, @HP, @Siemens, @CarrefourGroup, #Sodastream, #Ahava & Israeli produce.

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Pennypacker @1cPacker

3 years ago

Hiring fortune tellers for a broker event is one way to do it... If you don't believe our macro strategist, just ask Madam Zora!

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Pennypacker @1cPacker

4 years ago

When markets sell off and capital is scarce, invest in good capital allocators with dry powder / BS capacity. Seeing some interesting opportunities emerge across quality roll-ups and royalty models

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Pennypacker @1cPacker

4 years ago

Old enough to remember when fintwit was about fundamental analysis and debating stocks. These days everyone's a macro / geopolitical analyst or a technical daytrader

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Pennypacker @1cPacker

4 years ago

"As the surface area of new software markets plateaus, tech will transition towards a consolidation era." Interesting times ahead with more competition, including scale players leveraging distribution... Fantastic writeup on $MSFT from @absoluttig luttig.substack.com/p/dont-forget-…

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Pennypacker @1cPacker

4 years ago

As painful as it is losing money and stomaching market volatility, I gotta say the step-up in fintwit meme quality during these times almost makes it all ok 😂

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Download Gif

Pennypacker @1cPacker

4 years ago

How is there not a serial acquirer ETF?

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Pennypacker @1cPacker

4 years ago

Interesting thought - demand creation gets hurt as supply becomes constrained. Applies to all ad spend really

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Pennypacker @1cPacker

4 years ago

"The big tech breakup poses a bit of a problem for U.S. foriegn policy, as Europe and China are doubling down on their national champions." - Well articulated summary of the ongoing tug of war refractor.substack.com/p/also-ran?r=7…