Paul Narrenschiff
@TheNarrenschiff
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Nolan Ryan of slow pitch softball. OG Twitter "guys" hater. Here for love of the game. "When there's blood in the streets, buy total garbage." -Warren Buffet
Russian bot farm, port 65,535
Joined April 2015
Everyone is always talking about going back in time and killing baby Hitler, but what if we went back in time and blew up the PayPal HQs before all these clowns got ultra wealthy?
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$ACHC is another HC services name where I never understood the trading. I was long at $20, sold at $50, shorted at $65, covered at $80 (couldn't figure it out). Now it's at $12.70 after-hours and looking like another levered equity stub. Always max mgmt team hubris + max leverage
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Lots of resigning going on at $SKIL. I get the Pedo Man having to leave the Board. Anyone follow this company?
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When Trump leaves office, the only financial fraudsters left in jail will be the ones who were too poor or too stupid to bribe him. https://t.co/3T4yIFMoEr
reuters.com
GPB's use of investor capital to pay investor proceeds instead of tapping into funds from its current operations constituted a Ponzi scheme, the Biden-era Justice Dept. said.
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You’re watching a movie. A boat has been sunk. Survivors are floating in the water. The other side machine guns the people in the water. Are the machine gun guys the good guys or the bad guys?
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These Meta “they opened a data center on our town” commercials are smart but make me even more suspicious of them.
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Happy @Saints Elimination Weekend to all who celebrate.
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Back to growth HC providing liquidity for tech. Probably the most bullish indicator there has been the past year
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When Trump realized Mamdani was just a grifter like him
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When your LPs ask why you were underweight AI and ShitCos in 2025
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If someone asked “will you meet me?” I would be thinking “ok, so you’ve somehow attracted the attention of a serial killer. Evasive maneuvers!”
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I'm sure the BNPL guys will be fine though.
Probably nothing
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I miss the old detective shows that were fun and low stakes (Rockford, Columbo, etc.). You can just relax and watch any episode regardless of order. Now every detective show has some 5-season arc where a powerful nemesis is pulling strings from the shadows. Who has time for that?
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“We’re calling it a 50 year mortgage. Cantlay idea obviously, and the little person from the internet invitational is a maybe. Jon this a huge opportunity.”
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My economic data goes to another school. You wouldn’t know her.
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Whenever I look at the few remaining small cap ShitCos I own and wonder why I do this to myself, it always cheers me up to remember that, somewhere, a biotech investor is down 70% in the last 24 hours.
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