Decca Lane Capital @deccalanecap
Equity PM - the day I get complacent is the day I get carried out. Joined January 2012-
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First masters where my son actually cared about the outcome - heck of Sunday in Augusta!
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We are reducing our shitco exposure in our small cap strategies. This means that shitcos will likely accelerate higher from here. I don’t make the rules.
"It's not supposed to be easy. Anyone who finds it easy is stupid." RIP Charlie Munger
Rick's been a friend of mine for over ten years. Hell of thinker on markets and beyond: youtube.com/watch?v=8pNs34…
About 20% of our flagship on this list
Resumption of student loan payments will be a big deal imo.
Resumption of student loan payments will be a big deal imo.
Where does this fall on that genius JPM table?
City lists bringing back a lot of good memories. So dependent on network, stage of life, etc. LOVED NYC in my 20s, would HATE it with 2 kids Weekend trips to Austin have been great, zero interest in living there Could vacation in Barcelona annually
Decca Lane Capital retweeted
Looking at $HYG and HY CDS performance during the last elongated credit pullback (2014-16) ‘18 mini-pullback was killed by Fed ‘20 was a liquidity crunch and also alleviated by Fed
Bingo
People in our industry would benefit from learning this on their first day
Made one comment about the car company yesterday and, wow, will never make the mistake again.
Awesome achievement, awesome message.
Awesome achievement, awesome message.
Career advice from the division head I worked for at Neuberger Berman a lifetime ago: work hard, be nice.
Career advice from the division head I worked for at Neuberger Berman a lifetime ago: work hard, be nice.
A long conversation with one of these guys changed my life as an investor. Excellent thread below:
A long conversation with one of these guys changed my life as an investor. Excellent thread below:
This is superb advice. Stay in the game.
One of the world's great sporting events. Have had the privilege to race in this regatta four times.
One of the world's great sporting events. Have had the privilege to race in this regatta four times.
Same this happened to my model s-driving neighbor. He gets to enjoy a minivan loaner for the foreseeable future.
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