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Daniel Shvartsman

@DanielShortman

Digital media / content strategy / investing. Co-host The Razor's Edge. Investment Advisor. Music/travel/reading/writing. Ex @seekingalpha @investingcom. Short.

middlecoastinvesting.com/performance-disclosures/
Joined August 2014
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Photo by Daniel Shvartsman (@DanielShortman)Photo by Daniel Shvartsman (@DanielShortman)Photo by Daniel Shvartsman (@DanielShortman)Photo by Daniel Shvartsman (@DanielShortman)Photo by Daniel Shvartsman (@DanielShortman)Photo by Daniel Shvartsman (@DanielShortman)Photo by Daniel Shvartsman (@DanielShortman)Photo by Daniel Shvartsman (@DanielShortman)Photo by Daniel Shvartsman (@DanielShortman)
Replying to @DanielShortman
open.spotify.com/episode/3j2… @akramsrazor & I focus on the 'dark fiber vs. dark GPUs' analogue and how it does or doesn't work as a parallel. We discuss the prospects for the AI cap-ex trade, as well as bigger outcomes of continued AI progress, for better or worse. Check it out!

Dark Fiber vs. Dark GPUs and AI Capex

The Razor’s Edge · Episode

open.spotify.com
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open.spotify.com/episode/3j2… @akramsrazor & I focus on the 'dark fiber vs. dark GPUs' analogue and how it does or doesn't work as a parallel. We discuss the prospects for the AI cap-ex trade, as well as bigger outcomes of continued AI progress, for better or worse. Check it out!

Dark Fiber vs. Dark GPUs and AI Capex

The Razor’s Edge · Episode

open.spotify.com
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Is this thing on? 🎙️ The Razor's Edge is back after a 22-month pause, though really, how much has changed in markets? @akramsrazor and I talk AI and some of the fundamental tensions in the different narratives around it. From bull to bear, singularity to doomerism. Link below
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Daniel Shvartsman retweeted
Daniel Shvartsman (@DanielShortman) profile picture
Daniel Shvartsman@DanielShortman3 Oct 2025
Here's the performance table: $DALN, $AAPL, $SCS, $ATRO, $LYFT, and $ECG keyed the winner side, while $PTLO, $PGR, and $LULU were the main detractors.
Excel table showing Middle Coast Investing performance in Q3 - 9.6% in U.S. portfolios and 10% in core U.S. portfolios - vs the S&P 500 (7.8%), Russell 2000 (12%), S&P 600 (8.7%), and Nasdaq (11.2%).

ALT Excel table showing Middle Coast Investing performance in Q3 - 9.6% in U.S. portfolios and 10% in core U.S. portfolios - vs the S&P 500 (7.8%), Russell 2000 (12%), S&P 600 (8.7%), and Nasdaq (11.2%).

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Daniel Shvartsman retweeted
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Daniel Shvartsman@DanielShortman3 Oct 2025
We had a good quarter with a few buyouts and some meaningful jumps. I talked up my two biggest portfolio adds - $CPAY and $GOGO - plus a bunch of situational stuff we have added ($HI, $BHF, $AL, and $TFSL). middlecoastinvesting.com/mid…
Middle Coast Investing Letter Q3 2025: Artificial Intelligence, Natural Caution - Middle Coast...

Middle Coast Investing Letter Q3 2025: Artificial Intelligence, Natural Caution - Middle Coast...

The third quarter was a very fortunate one for Middle Coast Investing. Our collective portfolio rose ahead of the S&P 500 and is ahead of our benchmarks year to date. Buyouts of four portfolio...

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It's quarterly letter season, and I'm happy to share Middle Coast Investing's! We had a strong Q3, with the fortune of several buyouts and a few stocks jumping as keys to the quarter. I start the letter, though, talking about using and investing in AI. (Link in next post)
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Here's the performance table: $DALN, $AAPL, $SCS, $ATRO, $LYFT, and $ECG keyed the winner side, while $PTLO, $PGR, and $LULU were the main detractors.
Excel table showing Middle Coast Investing performance in Q3 - 9.6% in U.S. portfolios and 10% in core U.S. portfolios - vs the S&P 500 (7.8%), Russell 2000 (12%), S&P 600 (8.7%), and Nasdaq (11.2%).

ALT Excel table showing Middle Coast Investing performance in Q3 - 9.6% in U.S. portfolios and 10% in core U.S. portfolios - vs the S&P 500 (7.8%), Russell 2000 (12%), S&P 600 (8.7%), and Nasdaq (11.2%).

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Performance disclosures here. Best of luck for the rest of the year! middlecoastinvesting.com/per…

Performance Disclosures - Middle Coast Investing

The performance disclosures for Middle Coast Investing, including discussion of calculation, use of net returns, and more.

middlecoastinvesting.com
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I updated on my $TRIP position for The Investment Cut (run by a friend and former colleague), and how the Starboard 9% position fits into the thesis. Between that and $DALN agreeing to a buyout, lucky start to Q3 for Middle Coast Investing. investmentcut.pro/assessing-…
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Daniel Shvartsman retweeted
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Buyside Digest
@buysidedigest16 Jul 2025
Elevator Pitch for today: Deckers Outdoor Corp $DECK by Middle Coast Investing @DanielShortman M/cap: $15.6b forward P/E: x17.3 Deckers sells shoes, under the Uggs, Hoka, and Teva brands primarily. Uggs is 51% of its sales in the last fiscal year; Hoka is 45%; Teva and assorted brands are the rest. Its finished goods are completed ‘predominantly in Vietnam.’
Image from Buyside Digest (@buysidedigest)
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Daniel Shvartsman retweeted
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Daniel Shvartsman@DanielShortman9 Jul 2025
Here's the portfolio performance: The finish wasn't as good as I would have liked, but we didn't sink as much as the market and held up well.
Table showing Middle Coast Investing Portfolio performance in Q2 2025 vs. the overall market. S&P 500 is up 5.5% year to date, and the Russell 2000 is down 2.5% (as of June 30th); our overall U.S. portfolios are up 3.9% and our core U.S. portfolios are up 7.5%. Our European portfolio is up 18% vs. the Euro Stoxx 50 at 8.3% and the DAX at 20.1%.

ALT Table showing Middle Coast Investing Portfolio performance in Q2 2025 vs. the overall market. S&P 500 is up 5.5% year to date, and the Russell 2000 is down 2.5% (as of June 30th); our overall U.S. portfolios are up 3.9% and our core U.S. portfolios are up 7.5%. Our European portfolio is up 18% vs. the Euro Stoxx 50 at 8.3% and the DAX at 20.1%.

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Daniel Shvartsman retweeted
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Daniel Shvartsman@DanielShortman9 Jul 2025
Among things I cover New positions in $DECK and $LYFT (though small) $LULU's bumpy quarter Boring stocks like $ABM, $SCS, and $FG The $TRIP news from last week middlecoastinvesting.com/mid…
Middle Coast Investing Q2 2025 Letter: All Better Now? - Middle Coast Investing

Middle Coast Investing Q2 2025 Letter: All Better Now? - Middle Coast Investing

The last three months have been noisy ones, both in markets and the world at large. For all that, those months left U.S. stocks at all-time highs. Our accounts also did well, not dropping as much as...

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Happy to share my Q2 letter for Middle Coast Investing. Markets have more than recovered since Liberation Day, but I suspect more heavy stuff is to come. I talk about the positives and negatives out there, my portfolio, and a few position changes in the post below.
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Here's the portfolio performance: The finish wasn't as good as I would have liked, but we didn't sink as much as the market and held up well.
Table showing Middle Coast Investing Portfolio performance in Q2 2025 vs. the overall market. S&P 500 is up 5.5% year to date, and the Russell 2000 is down 2.5% (as of June 30th); our overall U.S. portfolios are up 3.9% and our core U.S. portfolios are up 7.5%. Our European portfolio is up 18% vs. the Euro Stoxx 50 at 8.3% and the DAX at 20.1%.

ALT Table showing Middle Coast Investing Portfolio performance in Q2 2025 vs. the overall market. S&P 500 is up 5.5% year to date, and the Russell 2000 is down 2.5% (as of June 30th); our overall U.S. portfolios are up 3.9% and our core U.S. portfolios are up 7.5%. Our European portfolio is up 18% vs. the Euro Stoxx 50 at 8.3% and the DAX at 20.1%.

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You can see our performance disclosures here. Get in touch if you're ever curious to chat about the market or to see more! middlecoastinvesting.com/per…

Performance Disclosures - Middle Coast Investing

The performance disclosures for Middle Coast Investing, including discussion of calculation, use of net returns, and more.

middlecoastinvesting.com
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The pitch for $ECG came from Middle Coast Investing @DanielShortman Be sure to give them a follow!
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With the market finishing above April 2nd levels on Friday, I thought it would be worth busting the video format back out. • 3 reasons that might explain the recovery • 2 things investors should keep in mind. Summing up to The Stock Market 5: youtube.com/watch?v=GmWKSSr3…
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And I should include my performance disclosures. Wishing you luck and safety out there! middlecoastinvesting.com/per…

Performance Disclosures - Middle Coast Investing

The performance disclosures for Middle Coast Investing, including discussion of calculation, use of net returns, and more.

middlecoastinvesting.com
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