@Badpak

Hedge Fund Analyst

 San Francisco, CA
Joined October 2012
  • Tweets28.9K
  • Following3.3K
  • Followers13.9K
1.8KMedia
We are excited to announce the 2027 Valiant X Berkeley Investment Group stock pitch competition! The competition accepts short pitches only, welcoming all undergrads to participate. Linked here is the registration form: tinyurl.com/Valiant-Reg Submissions are due 1/02/2027!
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Just got chased by some crazy migrant carrying a knife w/ @Badpak in the centre of Milan tonight. On the plus side, I managed to cardiomaxx.
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Guasty Winds is Back on Twitter!
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Done w/ my current seat in a few weeks -- knew boss is retiring so not a surprise & I've been looking anyway. Will be more active in the search when I'm back in NYC in 3 wks. Lmk if you know any sharp L/S teams looking to add a senior TMT investor. Thx & Happy 4th from France!
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This was really good open.spotify.com/episode/1cr…

Chris Hansen - The Long & Short of Investing - [Art of Investing, EP.16]

Joys of Compounding · Episode

open.spotify.com
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Replying to @upholdings @craig_rap @S_curvecap
Not about avoiding EMs Just want to make sure I focus on business not hype. Most people here haven’t covered payments for long enough to recognize issues US-listed, pandemic FinTech trading above IPO price run by an Israeli-Uruguayan CEO screens 👎
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$MXCT 🧵 NOT a biotech expert and will leave the detailed $ALLO takes to those smarter than me. Outcomes broadly range from the risk being tolerable for therapies given to late-stage patients receiving CAR-T's, to off-target mutations being a risk for all double-strand edits.
Adam Feuerstein ✡️
@adamfeuerstein7 Oct 2021
BREAKING: FDA halts $ALLO blood cancer trials after patient found to have ‘chromosomal abnormality’ statnews.com/2021/10/07/fda-…

FDA halts Allogene blood cancer trials after patient found to have 'chromosomal abnormality'

Allogene Therapeutics said the FDA had placed a hold on its clinical trials after a patient with blood cancer treated with its off-the-shelf CAR-T cell therapy was found to have a “chromosomal...

statnews.com
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NEW: WiMi Hologram Cloud: How a Low-Quality China Hustle with Fake Technology Duped Retail Investors to Sinkhole $160 Million. $WiMi Swanstreetresearch.com
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I think $MXCT is a really simple idea with limited downside and multi-bagger upside. PTs in a tight range from $19 - $22 probably make many think there's not much upside. I think it's an obvious asymmetric bet at any price at or below that range xitter.cf/MoatsLikeKodak/status/…
MoatsLikeKodak@MoatsLikeKodak6 Aug 2021
Replying to @MoatsLikeKodak
1. All calculated “intrinsic values” are a range. There is no one “true” value that is measurable. When you see someone say “it’s worth $25” you should think about what your standard deviation and skew is
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1/2 “Coffee and $FOOD” ☕️- the best stuff yet For anyone following $FOOD, this is IMO as close to a must listen as it gets. Hat off to @deezee1031 who besides being likeable, opens up to discuss why his fund is heavy on $FOOD. Join co-host @rysfiz .. youtu.be/78iwLo7ntCc
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Full podcast with @marketplunger1 macro-ops.com/ben-gordon-the…

Ben Gordon: The Hunt For Extraordinary Returns | Value Hive Podcast

Ben Gordon joins the show to discuss his time at GMT Capital, lessons from past investments, and how he thinks about investing at Blue Grotto

macro-ops.com
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Nya kunder på gång? $kambi ”Kambi will be able to navigate the departure of DraftKings from its partner portfolio by onboarding more tier-one and tier-two operators across Europe and the Americas, according to CEO Kristian Nylén.” Tyvärr låst artikel….
EGR Global@EGRIntel28 Jul 2021
Kambi hopeful new clients can help to offset impact of DraftKings migration bit.ly/3zJewBr
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$EVO $KAMBI #Podcast Danish podcast with an english sektion starting at 18:25. In the english sektion I interview @Badpak about Evo and Kambi earnings podcasts.apple.com/dk/podcas…

Aktieuniverset 43

Podcastepisode · Aktieuniverset · 24. juli 2021 · 1 t. 4 min.

podcasts.apple.com
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Weekly update video. I talk about $GRVY $FOOD $KAHOOT $CDON youtube.com/watch?v=lB0LOajP…
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Interesting news with Scientific Games looking to divest its Sports betting and Lottery businesses. One of the strategic goals of the company has for long been to rapidly de-leverage the balance sheet. They are stuck in a refinancing loop that constantly needs to be handled.
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Replying to @Badpak
I guess Kambi is worth $10bn then.
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I just felt like I had to write another Kambi post, to me it’s just crazy people don't get it but fair enough it’s a complicated industry if you're new to it. For me it’s very simple to explain Kambis moat and why its insanely hard for other players to catch up.
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After almost a year of feeling overwhelmed by the complexity of the cell & gene therapy field, I finally feel able to express some updated views. In this thread I am going to explain why I think Maxcyte $MXCT is a bigger opportunity than I ever realised...
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The second episode in my webinar series in English is on friday the 9th at 11.15 am CEST I will be giving my thoughts and ideas about the problems that fundamental analysis is facing in a world of digital. Sharing my approach. Also some stock picks. zevio.com/event/modern-appro…
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Replying to @TommyThornton
check this.
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