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patio11's profile
Patrick McKenzie
Patrick McKenzie
Patrick McKenzie
@patio11

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Patrick McKenzie

@patio11

I work for the Internet, at @stripe, mostly on accelerating startups. Opinions here are my own.

東京都 Tokyo
kalzumeus.com
Joined February 2009

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    1. Patrick McKenzie‏ @patio11 23 Oct 2019
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      I bought some WeWork bonds with the intention of holding them to maturity. My thesis: 1) I believe the business is a good one on a per-location basis over medium term. 2) SoftBank is pot committed to success of it. 3) I distrust bandwagons and wanted to short this one.

      30 replies 16 retweets 341 likes
      Show this thread
    2. Patrick McKenzie‏ @patio11 23 Oct 2019
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      You probably shouldn't make any investment decision based on what I think, and plausibly I shouldn't either, but I have a small pot of money that I use as substitute World of Warcraft to give myself permission to do the right, boring thing with the rest of the retirement fund.

      6 replies 2 retweets 128 likes
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      Patrick McKenzie‏ @patio11 23 Oct 2019
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      Anyhow, tagging this thread for a "Hey guys, remember that time I bought those WeWork bonds?" update in May 2025. (Price on the bonds was about ~98, so as of today I'd be down about ~20% or so, but nothing has happened to materially change my view in last few weeks.)

      5:49 AM - 23 Oct 2019
      • 1 Retweet
      • 66 Likes
      • frankdenbow buggeroaf (BO) Florian Heinisch 𝕄 𝕀 𝕃 ℍ 𝔸 𝕌 𝕊 Anshul Modi Vivek Mishra SOUF ozza ⬡ Jens Wiechers
      6 replies 1 retweet 66 likes
        1. New conversation
        2. Kevin Houston‏ @kevinhous3 23 Oct 2019
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          Replying to @patio11

          What is current YTW?

          1 reply 0 retweets 1 like
        3. Patrick McKenzie‏ @patio11 23 Oct 2019
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          Replying to @kevinhous3

          There is probably an API available which has an exact answer to that question but my Twitter account is not a supported transport layer to it. ;)

          0 replies 0 retweets 6 likes
        4. End of conversation
        1. Jimmy Moncrief‏ @jimmymoncrief 23 Oct 2019
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          Replying to @patio11

          What was the yield to maturity when you bought them?

          0 replies 0 retweets 0 likes
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        1. Justin Wakeland‏ @JustinWakeland 23 Oct 2019
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          Replying to @patio11

          Pretty good yield as it’s got softbank’s credit risk now

          0 replies 0 retweets 0 likes
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        1. #ohyeah #learn #infosec #comedic #investing #cyber‏ @MrTurkey 23 Oct 2019
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          Replying to @patio11

          I don't think they're going to be worth what you paid for them in 5 years, I'm open to being wrong ... :-) could be external market forces take the whole thing down such that while it does well relatively the market drops, who's going to buy them?

          0 replies 0 retweets 0 likes
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        1. New conversation
        2. Andrew Furjanic‏ @andrew_furjanic 23 Oct 2019
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          Replying to @patio11

          @RemindMe_OfThis in 5 years

          1 reply 0 retweets 0 likes
        3. Remind me of this tweet‏ @RemindMe_OfThis 23 Oct 2019
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          Replying to @andrew_furjanic

          Remind me of this tweet Retweeted Andrew Furjanic

          Sure thing👌! I'll remind you of this tweet on Wed Oct 23 2024 at 12:00:00 GMT+0000.😃 Reply "cancel" to cancel this reminder.https://twitter.com/andrew_furjanic/status/1187047477800833027 …

          Remind me of this tweet added,

          Andrew Furjanic @andrew_furjanic
          Replying to @patio11
          @RemindMe_OfThis in 5 years
          0 replies 0 retweets 0 likes
        4. End of conversation
        1. FK2‏ @FK287382773 23 Oct 2019
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          Replying to @patio11

          What is coupon rate? p.a.?

          0 replies 0 retweets 0 likes
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