Joined February 2013
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Time for my annual “Favorite Podcasts” list. Some good listening for the holiday season. If you’re at the in-laws and need a respite, just pop in your headphones and listen to some great podcasts.
Happens to the best of us. Am I right @RepSwalwell ??
Lol. Throwing his ETF managers under the bus. Hitting reverse and doing it again😂
Every fund at Hedgeye Asset Management is run by a dedicated portfolio manager. They make the calls through their own process and own the outcomes. Good and bad. @KeithMcCullough does not manage any of our funds. Each fund's track record is public and belongs to its PM.
Did you ask him if he still celebrates murdering healthcare CEOs? Nobody ever asks him that🤷♂️
David and I also discussed Japan, oil, AI, prediction markets, Elon Musk and $SPCX, Taiwan and Ukraine, and numerous other topics.
We also provide a recap of several investment ideas that we shared at our recent conference.
Full interview is here: ragingcapitalventures.com/he…
2/2
Small Cap Value Opportunities retweeted
We stopped all upcoming placements on prof g markets and existing placements are being removed.
We acted immediately when @KatieMiller flagged it. (these were part of small test by 3p agency)
Source, I’m responsible for Perplexity’s marketing.
Small Cap Value Opportunities retweeted
Sad to say @profgalloway is an investor in Boom. I don't mind disagreements but calling for an execution of a non-criminal (worse, an actual hero!) is a step too far.
Working to arrange a buy-out of his shares.
.@profgalloway of @ProfGMarkets, @PivotPod, @voxdotcom and @NYMag is doubling down: he wants Elon executed.
There is no justification for calling for murder in civil society.
You support this @Bankoff?
Gavin talking himself off the ledge.
Getting more and more optimistic on @texasforgina
She has a Republican and a union electrician on her 4 person transition team.
And love it that she refuses to engage on culture war issues and is staying focused on making the everyday lives of Texans better.
Small Cap Value Opportunities retweeted
Hearing a lot of good buys today. Good buy yacht, good buy mistress…
Small Cap Value Opportunities retweeted
Video for today
🤖 Made with AI
“Student Athletes”
South Carolina QB LaNorris Sellers isn't attending classes this semester, but instead working at a golf center ⛳
He shares more about the job with @itsthebaldgirl ⬇️
Small Cap Value Opportunities retweeted
NOW THAT THE DEMOCRATS CONTROL THE SENATE THERE IS NOTHING STOPPING ELIZABETH WARREN FROM FINALLY BREAKING-UP THE MAYONNAISE AND HOT SAUCE MANUFACTURING MEGACORPORATIONS.
