Drew Dickson
@AlbertBridgeCap
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Musings on behavioral finance, stock-picking, and other stuff. Views expressed do not represent those of Albert Bridge Capital LP.
Joined September 2017
Given all this market turmoil, these are our latest thoughts. Hope it is helpful.
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RT @onlystuffilike: I found out I was cheated on at an .REO Speedwagon concert.I heard it from a friend who, heard it from a friend who hea….
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RT @BagehotsRevenge: @AlbertBridgeCap What a great story. Thank you for posting, Drew. So happy for you and your family. Everyone needs a p….
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RT @AdamB1438: One of the best things anyone ever put on Twitter. It's a pleasure to re-read it every couple of years:.
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Hey Gen X, can your kids even remotely imagine a world with no streaming services, no tik-tok, no instagram, no cell phones even, and a TV that had two channels, three if you were lucky?. Wasn't that bad, was it?
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And for a follow up, this is where Max is now, and HIS son Max takes a licking, slaps it off, and stays in the game too.
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If things are not going great for you right now, or perhaps they are bad, or even terrible, then read this, right now, and #stayinthegame. My sixth annual repost.
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RT @9others: Weekend Reading from @9others . Writing worth reading - 12th/13th July 2025. Featuring @raydalio @andyextance & @AlbertBridgeC….
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I'm surely suffering from some confirmation bias, but Dan @verdadcap is simply excellent here. I am only now catching it (thanks a lot Twitter) and he elucidates his perspectives, which are similar to mine, so much better than I do. Link below.
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If Whoopi starts an insurance company. I’ll take a policy, and be short the stock.
Whoopi Goldberg: "If I don't go to the hospital for a whole year, where is my money? Why don't you give me the money back?".
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Quiz Question of the Day. My name is Bill. I am from West Lafayette, Indiana. There are about 350,000 bands in the US, and many more around the world (from England to Korea). I was the lead singer in a band that, from 1987 to 1990, was the biggest in the world. What is my band?.
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I mean, this is unreal. Surreal athleticism. It rivals Bo. Should make Tyrone's (@TR401) "choose the right parents" highlight reel.
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And to pay themselves, as they buy back the stock to sterilize the sales they are making from the option grants they've received. Great deal for management, not as great for the investors.
Every tech company:. “We generate massive EBITDA!”. You dig in. 80% of it is stock-based comp. Then they burn all their free cash flow buying back shares…. just to offset the dilution they caused in the first place.
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This was an interesting (and hopefully informative) debate on everyone's favorite company to love or hate ($TSLA). And well done to @farzyness for hosting. Great job buddy.
The Great Tesla Robotaxi Debate. Bulls & Bears debate Tesla's ability to launch a Robotaxi network. With @TeslaLarry @EmmetPeppers @AlbertBridgeCap @garyblack00 @HansCNelson @farzyness
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A bull and bear debate on $TSLA. This was an interesting (and hopefully informative) debate on everyone's favorite company to love or hate. And well done to @farzyness for hosting. Great job buddy. With @EmmetPeppers, @garyblack00, and @TeslaLarry.
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