Dynamicmoats @DynamicMoats

Allocator of things to allocate. Views are my own. Not investment advice. No political views. San Francisco, CA Joined November 2012

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Dynamicmoats @DynamicMoats

a week ago

$SATS Politics aside, buying Trump beneficiaries continues to generate a lot of alpha

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Dynamicmoats @DynamicMoats

2 weeks ago

3 years later SPY % change is ATH

Evan @StockMKTNewz

2 weeks ago

3 years later SPY % change is ATH

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VraserX e/acc @VraserX

2 weeks ago

GPT-5 has A Beautiful Mind

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Dynamicmoats @DynamicMoats

2 weeks ago

Eliminate the 5/35 mgmt/carry fees of the pod shops. Standardize the entire industry back to 2/20 to align incentives.

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Dynamicmoats @DynamicMoats

2 weeks ago

Private alt managers have ecosystem control

Restructuring @Restructuring

2 weeks ago

Private alt managers have ecosystem control

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the SaaS to AI transition is going to be lot messier and less straightforward than people will admit the CRM to AI CRM trope sounds really nice on paper, but the reality is a lot more complex but because people like digestible narratives, those are the ones that persist 🧵

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Dynamicmoats @DynamicMoats

4 weeks ago

Private credit 👀

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Dynamicmoats @DynamicMoats

4 weeks ago

I'm starting to be a real believer in European defense companies. Will be a megatrend like no one is really imagining right now. I'm sure lots of ramps and drops along the way though. Ramps = fundie LT investors Drops = thematic momo investors