Global special sits professional by day, shitCo & option enthusiast at night. Tweets are my views/reflect positioning not reccs, RT=! endorsement, DYDD and GLTA

new york
Joined November 2011
Catalyst Capital retweeted
Replying to @BowTiedKong
I often want to send secret letters and messages to people "your attorney js fucking you, you're getting 50/50 parenting and assets and there js nothing he can do to change that."
2
1
81
8,360
Catalyst Capital retweeted
alright who did this?? .... the dunce cap was a step too far 😂
4
18
2
161
35,369
Catalyst Capital retweeted
Congrats to Jensen Huang and the team at $NVDA for being on the cusp of catching FFB Bancorp $FFBB for 5 year cumulative EPS growth. Not many can match FFB's record so this is a significant accomplishment for Nvidia. @ffbbank
4
7
51
6,501
Catalyst Capital retweeted
👨‍💼 People always ask me how I invest my money, so I open sourced my investment portfolio at levels.vc There's no big strategy here and no certainty that this is a good portfolio either, right now it returns about $120K/mo I try buy mostly ETFs and they have the highest return for me overall Sometimes stocks rise so much though it becomes disproportionate % of portfolio (like NVIDIA) I don't invest in startups now, but maybe one day I will. Why not now? From my studies of VC funds: you need to invest 100 to 1000 times @ $100K = $10M to $100M to have one home run exit that makes your fund profitable statistically Unless you for example put in $1M yourself and then raise another $9M to $99M from rich people and pension funds (via LPs) that means you statistically you make no chance of ever making a profit on your investments. So not sure I should do it at all now. ETFs though are nice, they let me invests in tens of thousands of companies all around the world while paying for ex 0.07% in fees (called TER, Total Expense Ratio)! That means investing $100K in 10,000 companies costs me only $7 per year! The cheapest investment products on the planet. Since I'm not American I buy the European versions (but still in USD) of ETFs (called UCITS), for ex VOO in US is called VUSD in EU, there's some tax savings if you buy it in Europe (if you're not American) etc. Anyway I don't know much about it, just trying to do the right thing and not chasing short term profits but long term 20-30 years Some of my inspirations for investing are John Bogle (inventor of ETFs) and Ray Dalio (tl;dr Asia is the future) and those depict my investment strategy
273
248
49
4,587
1,013,168
Catalyst Capital retweeted
"so, uh, you have no background covering airlines..have zero legal expertise..have no experience with merger arbitrage...and you thought the stock had 3x upside - despite everyone you knew on FinTwit being long? And you still put 40% of your PA in $SAVE? Why would you do that??"
10
13
250
50,593
Catalyst Capital retweeted
man, the supreme court really on a roll as a fiscally responsible immigrant to the united states im glad that my children won't have the color of their skin be a factor in college admissions and they wont have to pay the tuition of english majors that cant get jobs 🇺🇸🇺🇸🇺🇸
88
125
14
2,014
381,675
Catalyst Capital retweeted
Most long investors join one of three ideologies. Value, Growth, Quality. Their biggest leaks are equally bad: Value guys ignore trend in earnings paid to shareholders. Growth guys ignore valuation completely. Quality guys think they can know ROIC in a decade.
9
15
2
106
20,133
Catalyst Capital retweeted
The current macro situation in a meme
17
152
7
665
8
342
5
2,265
Catalyst Capital retweeted
1 of 8/ Dumb Calls I Made as a Street Analyst, Post #1 I have written two deep dive posts about applying an ROCE framework to the energy sector. Here is a practical example using a terrible call I made on OXY post its $3.6 bn March 2000 Altura Energy (Permian Basin) acquisition.
7
6
2
77
Catalyst Capital retweeted
at a certain point you have to ask—what the fuck are we even doing here, man?
16
180
35
1,692
Please, continue to deny this recurring dynamic and what it says about the insular and detached stratum of American society currently playing the role of cultural signalers and institutional media gatekeepers.
98
1,172
104
7,446
Catalyst Capital retweeted
To honor the folks who have made Real Estate Twitter (ReTwit) what it is today, and keep spreading the word about the folks who share their unique knowledge daily, I will donate $20 for every ReTweet this gets. $15k max, any charity @moseskagan chooses. xitter.cf/i/lists/14176673248957…
33
631
63
340
Catalyst Capital retweeted
🚨🚨BREAKING 🚨🚨The Bloomberg Commodity Spot Index, a basket of 23 energy, metals and agricultural raw materials contracts, jumped to an all-time high on Monday, surpassing its 2008 and 2011 peaks set during the commodity super-cycle | #OOTT #OATT #METL More on @TheTerminal
47
591
109
1,628
Catalyst Capital retweeted
Natty bulls today
3
17
3
211
23
309
12
2,541
Catalyst Capital retweeted
Global oil inventory draws continue #oott
8
29
5
133
Catalyst Capital retweeted
Dear White House: Texas can do this. Our producers can easily produce that oil if your Administration will just stay out of the way. Allow American workers—not OPEC—produce the oil that can reduce the price of gasoline. Don’t make us dependent on foreign sources of energy.
FULL STATEMENT: The White House urges OPEC+ to pump more oil (above and beyond the current 400,000 b/d monthly hikes the cartel is already implementing) | #OOTT
1,270
4,151
434
13,840
Catalyst Capital retweeted
The second order effects of corporate environmental activism are going to decimate the already at risk middle class in the midst of battling inflation
4
10
129