Farmer (@sowingalphaseed) 's Twitter Profile
Farmer

@sowingalphaseed

ID: 1787225478333349889

calendar_today05-05-2024 20:59:02

2,2K Tweet

561 Followers

379 Following

David Orr (@orrdavid) 's Twitter Profile Photo

Who even thinks to short a founder led, fast growing company with these numbers? Why would someone even waste their time instead of immediately pass?

Who even thinks to short a founder led, fast growing company with these numbers?  Why would someone even waste their time instead of immediately pass?
Farmer (@sowingalphaseed) 's Twitter Profile Photo

I lowered my beta a decent amount. Sold 5% (of my portfolio) of my $VOO long position. Shorted 5% more $IWMY. Shorted 5% $OARK.

Farmer (@sowingalphaseed) 's Twitter Profile Photo

Portfolio tax optimization strategies: 1. Tax loss harvesting 2. Sell winners in January 3. Use options to hedge winners to delay selling until January and/or eligible for long-term capital gains 4. Delay closing shorts for years after they're economically impacting your

Farmer (@sowingalphaseed) 's Twitter Profile Photo

My dad took career risks that I'd consider insane many times. Part of it was his genetics, but part of it was also growing up poor. The risk isn't nearly as scary when you feel you've already won life in the bad case.

Farmer (@sowingalphaseed) 's Twitter Profile Photo

One of the issues with fintwit is that many of the most successful investors can't or won't tweet about what actually differentiates them. So even high alpha investors can leak negative alpha on this platform.

Farmer (@sowingalphaseed) 's Twitter Profile Photo

I try not to judge statements as true or false, but through the lens of 'is there a reasonable world view where that's a correct thing to believe'. I think it's a more intellectually constructive approach and fosters empathy. It makes building conviction very difficult though.

Samuel Lee (@svrnco) 's Twitter Profile Photo

John Hempton, a very talented investor, has an interesting take on my business partner David Orr, who I believe is one of the best discretionary investors active today. John sees David as a poker player-turned-trader, not an investor, and is uncertain his edge will scale. I

Farmer (@sowingalphaseed) 's Twitter Profile Photo

I don't know David personally, but have followed him extremely closely on Twitter. In addition to learning a ton, I have put ~20% of my net worth in his ETF. In my opinion what differentiates him is how well rounded he is. He excels at all three of what I consider the main roles