Being “encouraged” by “unprecedented” data from shitcos big and small. Adam F follows me so u know I'm legit
Joined October 2023
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Rayne Wothbaum retweeted
3. There is still too many pod shops, period. Looking at the past 24-36 months returns of some firms I wonder who the LPs are. IMO some "tier 2" shops benefited from the top 3 returning capital. Nevertheless, I expect more pod shops to shut, net returns for many too low.
Rayne Wothbaum retweeted
“So did you hear about Walleye”
- me on a date Saturday night with a physician assistant
Rayne Wothbaum retweeted
intelligence comes in many forms
Steve Mandel (Lone Pine): "But one thing that we've learned, or I've learned, is people can be unbelievably smart, but if they're very linear thinkers, they will never work as an analyst. We are always dealing in shades of grey, probabilities. If somebody has to know the answer, like to a math problem or whatever, if they have to know the answer, there is never the answer in our world. And so those people can be incredibly smart and might be winning Nobel Prizes or whatever, but they can't work in our world because our world is all about probabilities and weighing outcomes. And if that makes you uncomfortable, it's just not the work for you."
Rayne Wothbaum retweeted
With $SLS 80th event in the bag, we should come together as a group and create a list of all the ways Sterg is going to spin the failure. I really hope he invents something new, and doesn't just rely on the old standbys.
Rayne Wothbaum retweeted
The only right way for Merck to announce Tuli data is this.
PR 1 - here is our trash Tuli 15% CR and 5% ER delta (maintenance)
PR 2: Merck has entered in an agreement to acquire ABVX for X$/share
There is no better way.
Rayne Wothbaum retweeted
“Primary etiology of reluctance” is my official nerdy line of the year, congartz sir
Rayne Wothbaum retweeted
Win? All he’s doing is offering civil discourse and you are being a 5 year old child.
Rayne Wothbaum retweeted
Ayers is a retarded little faggot and Sheep is goated. Not even same species.
