AnotherHFAnalyst @HfAnother
Too patient for my own good Joined December 2021-
Tweets189
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Followers128
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Following438
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Likes323
AnotherHFAnalyst retweeted
boomer origin stories are always like "Finally at 35 years old I decided to get serious with my life -- fortunately there was a national shortage of hedge fund analysts"
He kind of got into investing by accident. He landed in merger arbitrage and special situations work, found out he loved it, and in 1988 joined Seth Klarman's famous Baupost Group. He spent a decade there learning deep value investing before striking out on his own.
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@RagingVentures Love the flexibility — re-underwriting when the facts change is what good investors do.
@NickNemo17 @rdubitsk Good luck—I respect the passion. You cite data showing no issue, then pivot to an unsupported claim and ad hominem. That’s not analysis. I’m done.
@NickNemo17 @rdubitsk Impressive. How’d you pull off hundreds of NDAs to get covenants and full financials?
@Biohazard3737 Keep fighting the good fight. Unfortunately, in my experience: herd behavior first, “framework” second — “too early” / “too late” is just rationalization. No real diligence.
AnotherHFAnalyst retweeted
Ruane Cunniff’s Acacia Fund, started in the 1980s, has quietly built one of the longest-running and most consistent track records in investing. Greg Alexander and Acacia have stayed intensely private. Little is written, few interviews exist, and capital has compounded far from the spotlight. Even Warren Buffett once pointed to Alexander as one of the most talented investors he’s encountered. It’s a powerful reminder: some of the best investors don’t seek attention, they avoid it! Let’s dive in.
@HayekAndKeynes Narrative violation alert: reason and logic are off-limits when discussing private markets. Private credit must lead to a new GFC, because that’s the only acceptable take.
@SleepwellCap Same here, would LOVE to read it
@JulianKlymochko Or FT subscriptions
@LeoNelissen What do you think was misunderstood?
@KevinLMak Congrats on your momentum Kevin
@SowingAlphaSeed Didn't they say they sold assets at book value?
@FundamentEdge Most technical analysis just confirms priors. The same chart can justify momentum or mean reversion — pick your belief first, then draw the lines.
@chamath So a contract is not enforceable?
@inflectionecon Do you believe the mechanism by which this repricing is happening is appropriately adjusting companies based on durable cash flows and AI monetization?
@epictrades1 Orlando Bravo says AI fears make software a huge buying opportunity because the moat is domain knowledge, not code. Insight — or incentives talking?
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The Wise Investor �... @TheWiseIC
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