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macrocephalopod's profile
macrocephalopod
macrocephalopod
macrocephalopod
@macrocephalopod

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macrocephalopod

@macrocephalopod

Paul Allen, Vice President M&A, Pierce & Pierce (Sie/Hir) | Vegan | Silence is Violence | Women’s Rights Are Human Rights | ACAB (Assigned Cephalopod At Birth)

Joined December 2020

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    1. NRI Inc‏ @NewRiverInvest 24 Oct 2021

      its kinda fun that in a time when there is just an overwhelming amount and availability of good literature about valuations-based investing (mckinsey, mauboussin, damodaran, VIC, the old classics, etc) we get the “meme stonks” thing where shares might as well be beanie babies

      2 replies 0 retweets 38 likes
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    2. NRI Inc‏ @NewRiverInvest 24 Oct 2021

      i mean, probably not if you do a lot of long/short based on financial statement analysis; then you probably think its annoying. but, like, as an uninvolved observer, i love watching people make and lose fortunes based on massive social activity orthogonal to established models.

      2 replies 0 retweets 19 likes
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    3. macrocephalopod‏ @macrocephalopod 24 Oct 2021
      Replying to @NewRiverInvest

      It’s weird to think that there’s an optimum amount of inefficiency for valuations-based long/short traders. To little and there are no opportunities, but too much and prices just move around randomly with no guarantee they will ever get to fair value in a reasonable timeframe.

      2 replies 1 retweet 10 likes
      macrocephalopod‏ @macrocephalopod 24 Oct 2021
      Replying to @macrocephalopod @NewRiverInvest

      Shorting a company trading at 2x fair is easy if you know it won’t ever go to more than 3x. But you can’t short a company trading at 10x fair if it might easily go to 200x.

      1:31 AM - 24 Oct 2021
      • 5 Likes
      • Chairman Birb Bernanke PeckedByDucks Stephen Vogel, CFA Tho Do NRI Inc
      0 replies 0 retweets 5 likes

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