Generic HF PM @GenericHf

We are not smarter than anyone else but we conduct deep research to come up with differentiated views New York, USA Joined September 2021

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Generic HF PM @GenericHf

2 years ago

Short $KLG. Our value added research sees cereal volumes declining over the next few years...

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Generic HF PM @GenericHf

2 years ago

Can't believe how asleep the market is on $META, it is stupid cheap. We are way above consensus on 🧵revenue.

Generic HF PM @GenericHf

2 years ago

Can't believe how asleep the market is on $META, it is stupid cheap. We are way above consensus on 🧵revenue.

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Generic HF PM @GenericHf

2 years ago

We are long $META. We think the market doesn't understand how HIGH QUALITY this biz is

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Generic HF PM @GenericHf

2 years ago

Just invest in a fund with a real edge, no need to listen to Buffett this morning @CNBC

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Generic HF PM @GenericHf

3 years ago

We normally ignore balance sheets since we don't get the point of them except when we short banks that are down 90% and we believe the market doesn't understand that they are in trouble $FRC

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It is delusional to buy $FRC at $23 now but quite rational to buy it at $192 for its high quality deposit base and fantastic management team while shorting it now at $23 because regional banks are toast

Milton Friedman @TeaBagCapital

3 years ago

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Generic HF PM @GenericHf

3 years ago

Short regional banks. We might be early but we think uninsured deposits will flee everywhere. $SIVB $FRC

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Generic HF PM @GenericHf

3 years ago

Wow ex-analyst at RayJay! I love investing in SPACs with aligned and highly competent management. $GRNT $RJF

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Generic HF PM @GenericHf

3 years ago

We have never been more excited about our portfolio than today!!!

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Generic HF PM @GenericHf

3 years ago

Super excited about our newest Long. Just completed our 100th expert call (100 is our hurdle rate) and are able to buy it now. There were only 3 experts that were negative on the name. Also promoted the analyst on the name. Love our process @TegusHQ @GLG

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Generic HF PM @GenericHf

3 years ago

Inflation is over and the Fed is sleeping! My analyst is paying $7,800/month for his studio. Last year's analyst was paying $8,100.

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Generic HF PM @GenericHf

3 years ago

Our short book is down 69.2% YTD as shitcos have mooned. The market is in a bubble again. We think these are very dangerous times...

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Generic HF PM @GenericHf

3 years ago

Have to give credit where it's due. Long book is up 11.2% YTD, fantastic job team!

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Generic HF PM @GenericHf

3 years ago

During up years, we ascribe returns to our disciplined and differentiated investment process. In down years, we ascribe returns to the Fed and the short-termism of the market. So there really is never a rational justification for why an investor should redeem from our fund.

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Generic HF PM @GenericHf

3 years ago

Agree with @GreenhavenRoad on $HGTY. It's a great business! The fact that the stock is incredibly overvalued doesn't mean we cannot make money on it once the macro picture improves...