Reluctant value investor (@pathdependency) 's Twitter Profile
Reluctant value investor

@pathdependency

SMID LO

ID: 1901336849525731328

calendar_today16-03-2025 18:16:53

1 Tweet

22 Followers

293 Following

hudsonrivertrout (@senatorcheese) 's Twitter Profile Photo

keyboard silence from podbois when a boomer LO PM asks CFO “what keeps you up at night?” is pure heaven. look of disgust from BAM guy ramping who just wants to know QTD trends, the newborn citadel associate who asks for 2q tax rate guidance. These are a few of my favorite things

Unemployed Capital Allocator (@atelicinvest) 's Twitter Profile Photo

The final boss of hysteria is entering the arena In 2 weeks it will all be all over LinkedIn In 4 weeks, WSJ / FT Every analyst will be typing in "unemployment wen" to ChatGPT chatbox Citrini and Pod Guy will be appointed the AI policy czar. Then the bubble pops

Apoorva Govind (@appyg99) 's Twitter Profile Photo

The Citrini's post is full of half-asseries & lacking discipline to analyze second-order effects. The laughable part about Doordash being easily vibe coded away because AI. As if marketplace dynamics isn't the complexity in the business. Or that India's economy being crushed by

Pythia Capital, No Brainer (@pythiar) 's Twitter Profile Photo

You guys need to get lives. Every weekend here is just people freaking out until Monday resumes and you can let prices drive your narrative again instead of substack authors.