@AlbertBridgeCap

Musings on behavioral finance, stock-picking, and other stuff. Views expressed do not represent those of Albert Bridge Capital LP.

albertbridgecapital.com/drews-views/
Joined September 2017
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Has been awhile since my last post. Sorry for the delay. Needed to say a few things. albertbridgecapital.com/post…

AI Peaks and Valleys, Short-Termism, and Stock Price Discovery

In bubble-land, there are not only AI peaks, there are also anti-AI valleys.

albertbridgecapital.com
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Hanging out with my man Axe as GW gets ready to play Dayton tonight!
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This guy all day long. And Clapton would say top three, ever.
TC
@musicalvagabondOct 23
Add one guitarist to make it ten 🎸
image by TC

ALT image by TC

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HAWK
@HawkEmDownChrisOct 20
You can’t say Rocky, Remember the Titans, Coach Carter, or The Sandlot. What’s the greatest sports movie of all time?
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Excited that my man @bportnoy_ is launching this book today, and even more excited that he asked me to contribute! Notwithstanding my own, there is some great advice in this volume, from some of my good friends in the industry.
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espn.com/college-football/st…

Ohio State survives Indiana on Marsh's fourth-down misstep

Ohio State survived what appeared to be the go-ahead score when Nick Marsh's left foot was ruled to be out of bounds as the Buckeyes beat Indiana 19-15 on Saturday.

espn.com
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The hardest thing for this Purdue Boilermaker is I found myself actually rooting for the Indiana GD Hoosiers on Saturday against Ohio State. Literally came down to six inches out of bounds in the end zone with no time on the clock. Actually felt bad for IU, and I hate them.
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A tremendous piece by my friend @vitaliyk. investor.fm/trusting-a-stran…
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"A position that has doubled has a way of making every piece of incoming information look bullish. A position that has been cut in half has a way of making every problem look fatal." Great piece by @AKWilk. microcapclub.com/the-stories…

The Stories We Tell Ourselves

Unfortunately, you’re never quite as smart as a rising stock makes you feel. And fortunately, you’re never as dumb as a falling stock makes you feel either.

microcapclub.com
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A great piece from my friend @danielcrosby. Ambiguity Aversion matters, and drives so much of our decision making, and Mr. Markets too. linkedin.com/pulse/uncertain…

Uncertainty: Making Peace With What We Cannot Know

In a 1927 essay, the horror writer H.P.

linkedin.com
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Stepbrothers
HAWK
@HawkEmDownChrisSep 28
What’s the funniest movie of all time? A) Friday B) Coming to America C) The Hangover D) Superbad E) Name another movie ✍️
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In order: 1) D (Naples, Sanibel, West Palm, Delray) 2) A (Destin, Ft. Walton Beach, Ponta Vedra, St. Augustine 3) E (Key West and all the Keys) 4 C (Long Boat Key, Siesta Beach, Vero Beach, Johns Island) 5 B (No thanks)
Josh Barzon
@JoshuaBarzonSep 19
You just won a 2-week, all-expenses-paid vacation to Florida. But there’s a catch: you have to stay within one region the whole time. What are you picking?
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My man Axel and his squad at George Washington now up to 13th in the country in the NCAA RPI rankings. Great crew, with an amazing coach.
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How much money have I paid these guys over the years...
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Lucifer
@0xLuciferCoreAug 22
Tell me the smallest possible number by moving just 1 pencil 🧠 Only a few people will succeed
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I can’t wait to read this book! @iancassel is one of the sharpest thinkers about the business of stock-picking out there.
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My son Axel first college soccer match today. Old Dominion vs. George Washington. On ESPN+ at noon ET.
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