Can I get credit for ravioli?
04.07.2023 00:56 β π 0 π 0 π¬ 0 π 0
... and the financials analysts.
04.07.2023 00:32 β π 1 π 0 π¬ 0 π 0
Did we forget to invite private credit over here?
04.07.2023 00:29 β π 4 π 0 π¬ 1 π 0
Pittsburgh investment manager since 2014. Buying the weirdest and wildest.
alluvial.substack.com
tactilefund.com
aka Torched/Hot_Fire Capital
Long and Less Long. Consumer-Focused. Not investment advice.
https://themagicbakery.substack.com/
Cruise ship Zumba instructor. Lapsed CFA Charterholder. Banned from Boat Owners Forum (unjustly)
Even if I miss I canβt miss.
https://valuations.substack.com/
Arena-adjacent, wannabe Jim Grant
Not Mads Mikkelsen - In case of emergency
I invest in unrecognized/underappreciated excellence. Marathon AM: Trying to spot a great manager remains a game very much worth playing.
Equity Analyst. I publish one in-depth research on a public company every month. Subscribe: http://mbi-deepdives.com
El Risitas King, Substackoooor
Every tweet is probably wrong as I have no idea what I am doing. Please donβt sue me.
