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Ackermann Capital

@AckermannCap

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Special Sits | Views are my own | Long the Future

Joined January 2022
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@AckermannCap
Ackermann Capital
11 days
One of the most well-written, fascinating articles I’ve read in awhile… long the future . @JeremySternLA @patrick_oshag.
@patrick_oshag
Patrick OShaughnessy
11 days
Our profile of @jliemandt — founder of Trilogy and ESW, and now principal (and backer) of the much discussed Alpha School. Joe was a wunderkind in the 90’s, but hasn’t spoken publicly in 25 years. He’s willing now, because along with @mackenzieprice, he wants to end the
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@AckermannCap
Ackermann Capital
30 days
RT @FundamentEdge: I have a few thoughts on this (having made the leap from a hedge fund PM seat to entrepreneurship four years ago). I sta….
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@AckermannCap
Ackermann Capital
2 months
RT @karpathy: Scaling up RL is all the rage right now, I had a chat with a friend about it yesterday. I'm fairly certain RL will continue t….
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@AckermannCap
Ackermann Capital
2 months
RT @svrnco: The Genius Act just passed the Senate and will likely become law. If so, it may be one of the most consequential changes to the….
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@AckermannCap
Ackermann Capital
3 months
RT @EquityValueIn: Chemicals Sector Value Chain , must see for people interested in this sector
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@AckermannCap
Ackermann Capital
3 months
RT @ebitdaddy90: Can someone explain to me like an idiot how the Apollo and KKR insurance driven model blows up? Why hadn’t any other geniu….
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@AckermannCap
Ackermann Capital
3 months
RT @FundamentEdge: AI/LLMs, stock selection & comprehension bypass. I am currently deep in the ideation phase on AI for Fundamental Analysi….
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@AckermannCap
Ackermann Capital
3 months
There is only one acceptable answer.
@MallardResearch
Mallard Research
3 months
Not investment related. I'm curious, where would the smart folks of FinTwit rather live? Assuming you only had these 3 to choose from and moving was not an issue. If you don't mind, share why in the replies or dms.
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@AckermannCap
Ackermann Capital
3 months
RT @joincolossus: On the death of a soldier, by @JeremySternLA in @ColossusReview
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@AckermannCap
Ackermann Capital
3 months
RT @TrungTPhan: Scott’s “skill stacking” essay completely changed my perspective on work
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@AckermannCap
Ackermann Capital
4 months
RT @TMTLongShort: If @Citrini7 is right about there being a medium step between fully autonomous robots and tele-operated semi auto robots….
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@AckermannCap
Ackermann Capital
4 months
RT @EugeneNg_VCap: Cloudflare CEO Matthew Prince seeing search-driven internet moving to an AI-driven internet instead. Reduced website re….
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@AckermannCap
Ackermann Capital
4 months
RT @UnicusResearch: 🚨 🚨 Consumers in the Super Prime Credit Tier Were the Most Impacted by Student Loan Default. - Restrictive credit.- Cr….
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@AckermannCap
Ackermann Capital
4 months
RT @atelicinvest: From what I've seen, the majority of analysts would benefit greatly from separating the fact collection / presentation fr….
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@AckermannCap
Ackermann Capital
5 months
RT @TheStalwart: WOW. Howmet Aerospace has declared force majeure in the wake of Trump's tariffs. This is a Pittsburgh-based company that….
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@AckermannCap
Ackermann Capital
5 months
RT @patrick_oshag: The first and only in-depth profile of Greenoaks founder Neil Mehta, including interviews with Neil, Benny Peretz, Bom K….
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@AckermannCap
Ackermann Capital
6 months
RT @S_curvecap: @notvikingpm best thing I was taught -- conclusion up front, if first 2 sentences don't convey the pitch (why now + varianc….
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@AckermannCap
Ackermann Capital
6 months
RT @GrandTokamak: It’s the part of the credit cycle when funds are pitching CLO equity
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@AckermannCap
Ackermann Capital
6 months
RT @business: Investors in Japanese corporate bonds are increasingly seeking protection against possible credit deterioration when an issue….
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bloomberg.com
Investors in Japanese corporate bonds are increasingly seeking protection against possible credit deterioration when an issuer becomes a takeover target.
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