Dad. RGA Investment Advisors. Soundview Equity Partners. GARP investor. Mets, Jets, Isles fan. Compulsive reader. In awe of nature. Co-host @twiii_podcast.

Cruise ship Zumba instructor. Lapsed CFA Charterholder. Banned from Boat Owners Forum (unjustly)

Manage a little money. Cheap, smart and opinionated.

Equities, ex-credit, they keep forcing me to cover semiconductors, Final Fantasy, cats

Arena-adjacent, wannabe Jim Grant

NOT investment advice. Retweets/likes not endorsements. Entertainment and sass only. NOT to be taken seriously. Personal account.

Pittsburgh investment manager since 2014. Buying the weirdest and wildest. alluvial.substack.com tactilefund.com

Archive - https://x.com/nosunkcosts

Def Not Commercial Real Estate; Advocate for AI Proptech and Other Made Up Things; Opinions are someone else’s https://ihatemoney.beehiiv.com

Not Mads Mikkelsen - In case of emergency

1) If you have no edge, correct position size is 'don't buy”. 2) Position sizing is determined by downside. 3) All great investing records employed leverage.

Ken White, criminal defense attorney and First Amendment litigator. Co-host of Serious Trouble podcast and writer at The Popehat Report. Opinions here are my own. Signal: KenWhite.1969

Longshorttrader on Twitter Investment Analyst at Gotham City Research LLC since 2012 Expertise: Discovering new ways of losing money. “Question unchallenged assumptions.”

I invest in unrecognized/underappreciated excellence. Marathon AM: Trying to spot a great manager remains a game very much worth playing.

Well, here we are