Not a Viking PM (@notvikingpm) 's Twitter Profile
Not a Viking PM

@notvikingpm

L/S

ID: 1833887697984688129

calendar_today11-09-2024 15:18:30

39 Tweet

892 Followers

409 Following

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No one seems to take this iteration of the India Pakistan conflict seriously but once China intervenes and sides with Pakistan then everyone will perk up, you heard it here first

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Posting on social media using the phrase "here's to _________________" is like a bat-signal letting everyone know you're retarded and have crippling insecurity

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It’s become abundantly clear this year that 1) very few on here know how to trade cyclicals and 2) very few on here know how to trade cyclicals against the backdrop of secular change.

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Don’t know who needs to hear this but this chart is all you need to know about what would happen if Thoma Bravo / Vista / Clearlake’s portcos were properly marked-to-market

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So easy to spot career-long beneficiaries of SaaS beta. Religious affinity to these names, making excuses while trying to catch knives on SBC-addicted co’s with true existential risk. True for both publics and privates.​​​​​​​​​​​​​​​​ Intellectual inflexibility will kill you.