Marlboro Management @skeptibullish
studium ad prosperandum Fordow Fuel Enrichment Plant Joined August 2020-
Tweets644
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Followers245
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Following1K
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Likes795
Dumping my $AVGU from a tiny village in Spain
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Oh nooo the salesforce guide nooo
The day I was born I knew my role on this earth was to deliver strong risk adjusted, un correlated returns to LPs
Just put the fries in the bag bro
Marlboro Management retweeted
Value investing is partially dead because markets are just more sophisticated on average Like you aren’t going to find a large cap secular growing business with a huge moat trading at 11x. People just aren’t fucking stupid like in the 80s
You guys really bid that thing to 190 before valuation became a concern?
Starting to think this Altman guy isn’t a great capital allocator
This explains flow today, they aren’t even trying to hide it now
This explains flow today, they aren’t even trying to hide it now
You're either too naive to buy the IPO or too naive to not buy the IPO
Blue chip name -60% from highs = guaranteed 8x over 3 years
Blue chip name -60% from highs = guaranteed 8x over 3 years
Marlboro Management retweeted
everything is computer and you tried to short stocks because of interest rates?
You guys thought Zuck was shelling out pod PM payouts and $META WASN'T going to smash? lol
Marlboro Management retweeted
Lets keep the 500bps days rolling, shall we?
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