Wall Street Walrus, CFA (@wallst_walrus) 's Twitter Profile
Wall Street Walrus, CFA

@wallst_walrus

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calendar_today30-08-2017 22:35:34

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Wall Street Walrus, CFA (@wallst_walrus) 's Twitter Profile Photo

saw michael lewis speak last night and it’s always interesting to be reminded we really thought goldman and morgan stanley were going out of business. even today id laugh at that take

Wall Street Walrus, CFA (@wallst_walrus) 's Twitter Profile Photo

market breadth is ass and the top 7 are now 35% of the market - why are you shorting the top performers on valuation? maybe short the 2/3 of the market ceding value is a fine strategy

Wall Street Walrus, CFA (@wallst_walrus) 's Twitter Profile Photo

they say never meet your heroes and I gotta say, a previous hero of mine becoming one of the worst twitter personalities imaginable certainly confirms it

Wall Street Walrus, CFA (@wallst_walrus) 's Twitter Profile Photo

Just had a research department meeting and they showed a chart w analyst utilization of internal ai tools. One was 10x above the others that it looked like an error or outlier. I have just been informed that I am the outlier.

Wall Street Walrus, CFA (@wallst_walrus) 's Twitter Profile Photo

FWIW on $tsla there are many shorts that i’ve had in my career that were taken out back and shot (aka., instead taken out at a premium, fucking u.s. even though we were right)

Aakash Gupta (@aakashg0) 's Twitter Profile Photo

SpaceX is engineering a $50B+ automatic buy wall before the stock even trades. Here’s why this is so much bigger than people realize. Normally, a company IPOs, waits 6-12 months of “seasoning,” then maybe gets considered for S&P 500 or Nasdaq 100 inclusion at a quarterly

Wall Street Walrus, CFA (@wallst_walrus) 's Twitter Profile Photo

so the weird thing about this tweet is that it’s referencing a report from mid-january. is it just keyword farming ahead of softbank’s earnings call?

Wall Street Walrus, CFA (@wallst_walrus) 's Twitter Profile Photo

another weeks-delayed negative-sounding headline against OpenAI that is well known and understood. Also are they losses or just cash spend…