Discover and read the best of Twitter Threads about #hedgefund
Most recents (12)
(1/10) He estado unas 10 horas estudiando a #BillAckman antes de poder escribir el artículo sobre él.
➡️ Cartas anuales, entrevistas, documentales, videos en YouTube, etc.
Este HILO trata de resumir los aspectos más importantes en caso de que te hayas perdido el artículo👇🏽
➡️ Cartas anuales, entrevistas, documentales, videos en YouTube, etc.
Este HILO trata de resumir los aspectos más importantes en caso de que te hayas perdido el artículo👇🏽
(2/10) Te hago un pequeño #spoiler, invierte en:
➡️ Compañías simples y predecibles.
➡️ Alto crecimiento de generación de FCF.
➡️ Exposición limitada a riesgos extrínsecos.
➡️ Compañías simples y predecibles.
➡️ Alto crecimiento de generación de FCF.
➡️ Exposición limitada a riesgos extrínsecos.
(3/10) William Albert Ackman nace en 1966 en Nueva York.
➡️ Proviene de una familia de altos recursos y estudió una Licenciatura en Artes y un MBA en #Harvard.
➡️ Empezó sus andaduras en la inversión en la compañía de Real Estate de su padre.
➡️ Proviene de una familia de altos recursos y estudió una Licenciatura en Artes y un MBA en #Harvard.
➡️ Empezó sus andaduras en la inversión en la compañía de Real Estate de su padre.
(1/8) Scam 1992 Explained Simply:-
Harshad Mehta was a stock broker on BSE & was alleged to have engineered the BSE scam in 1992 using ready forward deals.#stockmarketcrash
#StockMarket #Budget2023 #banknifty #OptionsTrading #Singapore #Hedgefund $VRA $SNFTS #Wealth #Adani #BBC
Harshad Mehta was a stock broker on BSE & was alleged to have engineered the BSE scam in 1992 using ready forward deals.#stockmarketcrash
#StockMarket #Budget2023 #banknifty #OptionsTrading #Singapore #Hedgefund $VRA $SNFTS #Wealth #Adani #BBC
(2/8)A ready forward refers to a short term, typically 15 day, secured interbank lending. In reality, the borrowing bank actually sells securities to the lending bank & then buys them back at the end of the loan period at a slightly higher price. #stockmarketcrash #banknifty #BBC
(3/8) A typical ready forward deal involves 2 banks brought together by a broker in a lieu of commission. As a part of the settlement process, the buyer & the seller need not even know eachother. #stockmarketcrash #StockMarket #Budget2023 #Adani #optiontrading #Wealth #singapore
🚨LIVE NOW:
Who is ready for @Mike_Taylor1972's naughty list for 2023 with @KeithMcCullough?
#hedgefund #PM #portfoliomanager #trading #stocks
Who is ready for @Mike_Taylor1972's naughty list for 2023 with @KeithMcCullough?
#hedgefund #PM #portfoliomanager #trading #stocks
#HedgeyeNation :
Who can read and post all the tickers in @Mike_Taylor1972's background whiteboard?
Form a thread 🧵below. 👇
Who can read and post all the tickers in @Mike_Taylor1972's background whiteboard?
Form a thread 🧵below. 👇
@Mike_Taylor1972 @Mike_Taylor1972 calls out the short bias list in discussion with @KeithMcCullough
$BX
$MPW
$ARES
$LAZR
$LCID
$GOOS
$FSR
$ABNB
$COIN
$NKLA
$FUBO
$SIG
$DTC
$CURV
$F
$HELE
$ROKU
$BYND
$AMC
$DKNG $PENN
$M $JWN
$DNUT
$TSLA
$NFLX
$FND
$LOW
$ETSY
$PTON
$W
$BX
$MPW
$ARES
$LAZR
$LCID
$GOOS
$FSR
$ABNB
$COIN
$NKLA
$FUBO
$SIG
$DTC
$CURV
$F
$HELE
$ROKU
$BYND
$AMC
$DKNG $PENN
$M $JWN
$DNUT
$TSLA
$NFLX
$FND
$LOW
$ETSY
$PTON
$W
Al Gore (#WEF trustee) et al. are SO CONCERNED about the climate, that they in the process of turning all of #nature into a new asset class – where they will OWN nature, manage/control nature, & profit from nature (via "Natural Asset Companies").
#COP27 #EmergingMarkets #30x30
#COP27 #EmergingMarkets #30x30
Of course, this has nothing to do w/ Gore's Generation Investment (#hedgefund co-founded w/ David Blood from Goldman Sachs), #BlackRock, saving capitalism, or the expansion of #privatization. Rather, it's to save the planet.
The $4,000 trillion #climate wealth opportunity.
⬇️
The $4,000 trillion #climate wealth opportunity.
⬇️
David Blood to Mark Carney (TCFD/TNFD, #UN Special Envoy for #Climate), 2021:
"We know that #NaturalClimateSolutions are a critical part of the transition to #NetZero & we've known this for quite some time. Why is it so difficult for us in finance [] to put a value on nature?"
"We know that #NaturalClimateSolutions are a critical part of the transition to #NetZero & we've known this for quite some time. Why is it so difficult for us in finance [] to put a value on nature?"
🧵 Here's how I make 43% APY on $USD (and my $EUR, $ETH and $BTC) by utilising a fully regulated brokerage service called #Freeway. Perfect for bear markets and I personally believe it is safer and with a better R:R than e.g. $UST on #AnchorProtocol or $USDD on #TRON. 1/20
❗ This is my own research presented in an objective manner. I include a few of my own opinions. Not financial advice, do your own research, be aware of the risks. Learn about #Freeway here (referral link, but using it boosts your rewards by 2%):
app.freeway.io/ref/fw10f3f9b9 2/20
app.freeway.io/ref/fw10f3f9b9 2/20
Thanks to @GeoffCutmore, @cnbcKaren & the #SquawkBox team for having me on this morning's show.
We discussed #bonds & #centralbanks, touched on #supplychains & talked of #Growth's vulnerability, #commodities' appeal.
Slide deck follows:-
1/14
We discussed #bonds & #centralbanks, touched on #supplychains & talked of #Growth's vulnerability, #commodities' appeal.
Slide deck follows:-
1/14
Is your box still backed up in port? How much does the onward haulage cost? What happens to #freight rates after #LNY/#Beijing2022?
2/14
2/14
It's quite something to watch a nation that didn't emerge until a century after it ended reinvent #feudalism...
bloomberg.com/opinion/articl…
...presented as a great leap forward by a former #HedgeFund manager, no less!
bloomberg.com/opinion/articl…
...presented as a great leap forward by a former #HedgeFund manager, no less!
Herded towards the cliff by the #BigFour (dodgy) Accountants of the #Apocalypse...
eand.co/our-civilizati…
(Who'da thunk that #externalities aren't so 'external' in a finite #ecosystem?)
eand.co/our-civilizati…
(Who'da thunk that #externalities aren't so 'external' in a finite #ecosystem?)
Those who still read books get it, of course:
What is going on in the #treasury market? 10 year treasury just hit 1.13%. Yet my fair value model has it at 1.75% (incorporates Copper/Gold and other ratios - r2 of 90%+) #bonds #yields #YieldCurve
Yet, the #ISM Manufacturing PMI is still in a highly expansionary state at 59.1
"It’s not the millions of dollars that #Fortune500 companies are funneling into new diversity & inclusion efforts..."
"The millennials & the [Generation] Zers are one of the primary reasons that this moment is different..."
#NewPower #BLM #Purpose
weforum.org/agenda/2020/11…
"The millennials & the [Generation] Zers are one of the primary reasons that this moment is different..."
#NewPower #BLM #Purpose
weforum.org/agenda/2020/11…
"Race & The Corporate Power" w/ #Comcast #Apple #Walmart #NBA #Nike #BLM
#Purchasing acquiescence. Branding & marketing strategy for illusory #StakeholderCapitalism.
#GreatReset requires #SocialLicense
#Purchasing acquiescence. Branding & marketing strategy for illusory #StakeholderCapitalism.
#GreatReset requires #SocialLicense
#WEF: "Focus on #Racism & Racial Injustice" platform
Articles:
2017: 1
2018: 0
2019: 1
2020: 50+
Under capitalism everything can be commodified - including human bodies, culture itself - & racial injustice. #GreatReset
weforum.org/focus/racism-a…
Articles:
2017: 1
2018: 0
2019: 1
2020: 50+
Under capitalism everything can be commodified - including human bodies, culture itself - & racial injustice. #GreatReset
weforum.org/focus/racism-a…
The price of the world’s most popular #cryptocurrency recently surpassed $25,000, reaching a new milestone of $25,199.50 on #FTX exchange and surpassing the Gross Domestic Product of any country in #Africa
Since the start of the worldwide #pandemic the U.S. government has poured trillions of dollars into the battered economy, hoping to avoid another #depression , While this has kept many businesses across the country alive, it has sparked on what the impact would be on the world’s
financial markets. For years, bankers and #hedgefund managers had been piling on more increasingly risky financial products that the markets were deeming as #safehavens
On a level of the entire U.S. equities market, the sustained lowering of the risk-free interest rate brings
On a level of the entire U.S. equities market, the sustained lowering of the risk-free interest rate brings
about an inevitable rise in the price of asset classes, as we have seen over the past 12 years.
Having kept interest rates at historically low levels since the aftermath of the financial crisis, the Federal Reserve had very little room to move rates lower when the pandemic
Having kept interest rates at historically low levels since the aftermath of the financial crisis, the Federal Reserve had very little room to move rates lower when the pandemic
Starting this thread on the handpicked videos about investments & life I found intriguing. Looking forward to knowledge & Goodwill compounding
#gyanwithsatwik #ValueInvesting
#gyanwithsatwik #ValueInvesting
1) "We should be a little more sceptical about our ability to build Excel models, calculate margins of safety & give more focus to think about people"Rob Vinall
Of RV Capital in an eye opener on mgmt. quality judgement
Link:
Courtesy @abhymurarka
Of RV Capital in an eye opener on mgmt. quality judgement
Link:
Courtesy @abhymurarka
"Participation in price movement is not same as ownership of business"- Anthony Deden
Amazing insights into capital preservation, fallacies of #WallStreet , seeing #stocks as participation by @RealVision
These 145 mins will leave you thinking for days
Amazing insights into capital preservation, fallacies of #WallStreet , seeing #stocks as participation by @RealVision
These 145 mins will leave you thinking for days
