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“It’s not AGI, but it’s worth a few trillion $ in GDP” - anon
Hemingway Capital
6,722 posts
Hemingway Capital
@lfg_cap
Global Tech investor. definitely not important and definitely not investment advice.
Joined October 2017
- So $NVDA ‘s single biggest customer basically told you that GPU spend gonna be up massively for the next twelve months (and at least first half of 2026) and you guys are selling?
- Explaining to my wife why I’m in the middle of the Netherlands on a Thursday night.
- I just got snapped at in an email by a 25 year old middle office person. My e-mail probably annoyed her, but was cordial and respectful. She cc’d our CEO in her fiery and victimized response (what a bad look lol) Cohort of youngest talent have absolutely lost it lol.
- Friends with experience managing money: What do you wish you had known (or read) back when you first graduated from analyst to portfolio manager?
- I still don’t understand why I don’t have live prices for US stocks on my Bloomberg terminal but have them in Apple’s “Stocks” app
- Sitting in a presentation at UBS conference. Man beside me (angrily) drafting an email on his iPad. Subject line: “problem with your shorts” Ive been on the receiving end of that email quite a few times. Chin up to you receiving that email on a beautiful wed afternoon.
- Who are your favorite sell siders? You know, the ones that don’t suck up to their bankers focus list management teams. That see their jobs as making stock calls, and good research on drivers that matters most for their stocks. I’m interested in creating a list that could
- Aggregated the best takes / advice / thoughts from the "what would you have liked to know as a PM" tweet below. Hope helpful to others than just myself. Thanks all.Friends with experience managing money: What do you wish you had known (or read) back when you first graduated from analyst to portfolio manager?
