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johnhempton.bsky.social
•
12 days ago
Thumped
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broflovskimac.bsky.social
•
12 days ago
There is a 2021 feeling out there. I wonder when the party ends
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broflovskimac.bsky.social
•
12 days ago
Lots of real businesses are cheap and get cheaper every day. Meanwhile unprofitable, story names run higher. It can't last. Feels like we are close to max pain. But i've said that for 2 months now
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johnhempton.bsky.social
•
12 days ago
I have said it for a few months now too.
Daily beatings will continue until morale improves.
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crassversion.bsky.social
•
4 days ago
Are the US private equity shops good shorts? Ares at 10x revs?
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Daily beatings will continue until morale improves.