Twann
@TwannsWorld
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The best part about being a software guy is that it’s always earnings season
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I once again point out that this app is free. Who knew Kubin could go back and forth outside of quant & portfolio mgmt. He’s a baaaaaaad man
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Thread of stuff I find useful to be updated over time:
The best way I know to become a generalist is being a serial specialist. I know 9-10 sectors very well and I learned them one by one. Stack knowledge. Hire people to cover the things you know best and learn something new yourself. Generalists are usually value investors.
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I never did anything that was necessarily hard on the sell side. There were times that were grueling but for the most part you knew how to do it. I say that to say, this job is fucking hard. Really, really hard.
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Considering jumping off the balcony on day three of fighting this model
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None of this is new but I’m finally putting it on paper to help think through it all. Obviously some of the below is reflected in the multiples but if we could put aside stocks/prices/sentiment for a second I would like to debate the fundamentals / outlook of businesses using
Software is so fucked
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There’s just gotta be a better way for knowledge management other than the OneNote and Outlook combo
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If anyone is looking for a sell side associate role covering software hit me / pass along their info
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Compiling a list of people to play poker in the city, Twanns hosting. If you are interested, have someone to vouch for you, and would like to play in a friendly 2/5 game please let DM/reply. Thank you for your attention to this matter
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@Quartr_App there’s no way to highlight & save stuff in the transcripts?
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