John Barrett, CFA @jsdbarrett
Husband, Dad, PM at Arrowside Capital. Boston arrowside.com Needham, MA Joined August 2009-
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$PSTG short report from Kerrisdale was weak. Flash continues to gain share with hyperscaler spending. Follow the numbers. Here’s the gist of Kerrisdale’s short thesis on Pure Storage: Core claim: Pure’s growth is decelerating, differentiation is fading, and its portfolio is…
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John Barrett, CFA retweeted
John Barrett, CFA retweeted
Honorary Starters Jack Nicklaus, Gary Player and Tom Watson begin the 2025 Masters Tournament. #themasters
DeepSeek FAQ stratechery.com/2025/deepseek-… via @stratechery
Just watched PBS special w Cyndi Lauper. Incredible range, incredible artist!
John Barrett, CFA retweeted
Groks analysis on why $FOUR is down today is on another level. WS analysts level vs ChatGBT middle school kid analysis on this one
John Barrett, CFA retweeted
Rule of thumb: Don't take financial advice from hedge fund managers awealthofcommonsense.com/2024/11/dont-t…
John Barrett, CFA retweeted
There will never be another Rafael Nadal
John Barrett, CFA retweeted
Mil gracias a todos Many thanks to all Merci beaucoup à tous Grazie mille à tutti 谢谢大家 شكرا لكم جميعا תודה לכולכם Obrigado a todos Vielen Dank euch allen Tack alla Хвала свима Gràcies a tots
John Barrett, CFA retweeted
JOOOOOOOOO OYAAAMMMAAAAA WALKOFF WINNER IN THE 10TH!!! #EatersGottaEat
John Barrett, CFA retweeted
Warren Buffett just published his shareholder letter It's a must-read for every investor I summarized it for you in 14 lessons:
John Barrett, CFA retweeted
loves this everytime
Read Write Own: Building the Next Era of the Internet: Dixon, Chris: 9780593731383: Amazon.com: Books amazon.com/Read-Write-Own…
John Barrett, CFA retweeted
Because of this fossil fuel protest at the #USOpen, these massive lights at Arthur Ashe Stadium will be on thirty minutes longer.
John Barrett, CFA retweeted
Not done yet. #GoBirds #TimeToFly
John Barrett, CFA retweeted
At 40x trail 12m sales, 25x fwd sales, Nvidia is highest valuation stock of any stock in top 500 Odds it out-performs now? 231 companies reached similar multiple last 50+years Only 20% beat market next 12m. >90% fail 3/5/10 years. Median stock loses by 36% next 12m. 🧵👇
John Barrett, CFA retweeted
Today, I turn 38. I've raised millions of dollars, married twice, had a kid, and recovered from devastating injury and depression. Here's 38 lessons I'd tell my 18 year old self:
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