John_Hempton
@John_Hempton
The second law of thermodynamics is a bitch
Yes it is true. @_dpgibson runs a few billion dollars. And he is one of the largest shareholders in $PCT. Yes it is true, I had no idea how the technology behind $PCT worked when I spoke to him. But I spoke to him. And doubled my short. I have a simple thesis: Dan is an idiot.
There is a reason why people ascend to run mult $ bn neutral books. It’s never by accident, ever. @_dpgibson is nothing short of brilliant. If you were even remotely adjacent to that circle, you would know better.
LinkedIn is a cesspit: Linda: Hi John I noticed we share an interest in personal growth and financial empowerment. I’m passionate about helping people develop the right mindset for confident, purpose-driven investing—especially in today’s fast-changing markets. I’d love to…
Imagine, in ten years, trying to explain the meme stock mania to someone that wasn't there!
Positive alpha on the short book. But a bad day on longs. Primary culprit Phillip Morris.
Heard you lost 8-figures on your $RILY short (from an 8-figure net worth). Bottom line-you’re a repeat spectacular failure: Fund management, marriage, fatherhood, friendship, PA investing, and even at being my enemy. That’s why you spend all your time pulverizing your noodle to…
Philip Morris stock today (-8 percent on good results) is what the most minor bit of bad news does to a highly valued stock.
I can't believe there are investors out there wasting their time on good businesses with durable moats, competitive advantages, etc. When you can buy bankrupt retailers like Kohl's and make 100% in a morning.
A stock down 95 percent is a stock that was down 90 percent, and then halved.
It is Mastercard and Visa which effectively regulate online porn. The way @BillAckman got PornHub to remove huge numbers of videos was to get Mastercard to effectively block payments. You can sign @Pirat_Nation's submission if you want. I won't be. For once I agree with…
There is now a petition to stop credit card companies and activists from controlling what we play, watch, and read.
Thank you, more than you’ll ever know, for writing this @SpencerGuard
x.com/i/article/1946…
In the UK they are getting ready for Trump's visit by putting up pictures of him with Epstein everywhere. I salute the Brits for their commitment to trolling Trump
This remains my favourite LinkedIn profile. He runs the world's eighth biggest hedge fund. He built it on crypto in three years. He has been returning almost 100 percent per annum. And he is looking for investors on LinkedIn. linkedin.com/in/juanjnaguil…
Big negative alpha day on shorts, but our longs were fantastic, so nicely up.
the coldplay incident confirms what most of us already knew: you can never trust HR
There are tweets you make that do not get much attention. Poor @leonslionleon - he has now lost his mistress and had his yacht sold in default.
Hey @leonslionleon. I know your German Mistress has left you. She was half your age and jam hot. But thoughtful people want to know what makes you less happy. a. the missing hot girl b. the time you spend having your house raided and with prosecutors? Thanks.