BasicCap @BasicCap
Formerly a HF analyst. SMB roll-ups in lower middle market PE land. no one realizes that’s nick swardson in my pic Austin, TX Joined December 2013-
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Stocks don’t trade the same way they did pre COVID and I’ve been very confused. 10 years ago give me the data and I’d be right…now I just don’t know.
The awesome and sorta sad thing about this profession is “turnaround Tuesday” is actually sort of a thing…to professional monkeys.
SAT question for us boomers: Deepseek is to ____ as Clubhouse was to ____?
Is $YELP not the most range bound has been stock with still meaningful market cap? Almost impressive how it’s bounced between 30-40 bucks for 10 years now. Normally in their space you grow or die.
Doesn’t this just smoke a little option premium? Nice to stick it to quant/MM risk desks for one day :)
Doesn’t this just smoke a little option premium? Nice to stick it to quant/MM risk desks for one day :)
Had my first kid a week ago. took her to our fav local Chinese spot for her first meal out. Turns the owners had a grandson the same night she was born, same hospital. My fridge is now completely full of Korean recovery soup, but more importantly, I consider this v auspicious.
Can you imagine them doing the Manhattan project with podcast bros setting up studios at meow wolf in Santa Fe…yeah me neither. But bro…the future will be explosive!
When does $tsla tank from flows going to $coin because it’s underperforming on a 1 day basis?
This is just getting out of control. I really can’t handle meme land again.
Bullish $tlt either way tonight goes. Harris obvi bullish for bonds but could see getting the event over & trump win as putting a bottom in since they’ve been pricing in victory for a while and then chance he politicizes the fed and pushes for aggressive cuts
Sad part of $NYT opinion piece today on Gaza children being head shotted is they only presented anecdotal evidence. The writer only based opinions on a 2 week window. Would be more compelling to compare against children not shot in the head.
Just realized I’ve been doing M&A for 7 years now… still feel like a public markets guy at heart. Crazy.
Having first kid, does $4k per month sound about right for 1st year costs per month? Stay at home mom, but still budgeting 2k for childcare per month.
$amd is green… more interesting what is green today than down a lot

crossdefault @crossdefault
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