UnSub Capital @PickSpread

Credit Joined May 2019

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427
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UnSub Capital @PickSpread

4 years ago

@milken_cookies Easier said than done to say I’m trying to generate ideas that work over X time horizon, I like this bc XYZ & checking back when that horizon has passed. Especially in public markets where it’s a constant rotation into the best risk/reward ideas which should work over time.

UnSub Capital @PickSpread

4 years ago

@milken_cookies I struggle with this too. Why I think it’s important to be 1) clear about what you’re trying to do and measure yourself against that and 2) be incredibly factor conscious, even in credit.

UnSub Capital @PickSpread

4 years ago

@pkjr1967 @milken_cookies @Chapter22BK @junkbondinvest I guess could see that if inflation starts coming in lower than expected. My concern is that a dovish pivot is more likely to be induced by data/events that will be painful for the mkt short term. Worse before better in that case.

UnSub Capital @PickSpread

4 years ago

@valueterminal Fair point! “Know the bare minimum” might have been a more appropriate wording

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4 years ago

@milken_cookies Crime and punishment is a ride

UnSub Capital @PickSpread

4 years ago

@cpg_girl 4 words: Soy. Sauce. In. China.

UnSub Capital @PickSpread

4 years ago

@milken_cookies Me digging up research from a year ago that I never pitched to show my PM how right I was:

UnSub Capital @PickSpread

4 years ago

@milken_cookies @SkeleCap @SeminyakCapital Right, getting called sooner gets more attractive as price falls

UnSub Capital @PickSpread

4 years ago

@milken_cookies @SkeleCap @SeminyakCapital OAD extends for callable bonds. HY index OAD 4.1 vs 3.8 at year-end.

UnSub Capital @PickSpread

5 years ago

@cpg_girl Real PCE going to have a tough time comping positively this spring

UnSub Capital @PickSpread

5 years ago

@valueterminal @RickRoss Got gifted for Christmas. It’s actually pretty entertaining imo

PickSpread tweet picture

UnSub Capital @PickSpread

5 years ago

@Post_Market @cpg_girl Can handle a good chunk of debt, but my guess >50% stock

UnSub Capital @PickSpread

5 years ago

@patrick_oshag $SYY seems to be making an attempt

UnSub Capital @PickSpread

5 years ago

@milken_cookies

UnSub Capital @PickSpread

5 years ago

@Post_Market If you’re Post Market, does that make your dad Mr. Market? Hear that guy always wins

UnSub Capital @PickSpread

5 years ago

@cpg_girl “Have we talked about Soy Sauce in China yet?”

UnSub Capital @PickSpread

5 years ago

@cpg_girl I see your $KHC call, and raise you an $ABI call

UnSub Capital @PickSpread

5 years ago

@cpg_girl Gamgort thinking about the cash flow unlock of making a $20bn acquisition and pushing payables to 150 days… again

UnSub Capital @PickSpread

5 years ago

@jmmohr Thought this was lifespan at first

UnSub Capital @PickSpread

5 years ago

@SuperMugatu No, Badgers.

No recent Followers. New Followers will appear here.

Tweeting about tech and gabagool

BuccoCapital Bloke @buccocapital

183K Followers 1K Following Tweeting about tech and gabagool

@Buyside_Hub Founder. I write @wallstrollup and @hyhnewsletter Levered Finance Memes & Satire.

High Yield Harry @HighyieldHarry

968K Followers 175 Following @Buyside_Hub Founder. I write @wallstrollup and @hyhnewsletter Levered Finance Memes & Satire.

Credit analyst. Focus on high yield bonds, leveraged loans, distressed debt, special situations.

Lots of satire.

junkbondinvestor @junkbondinvest

49K Followers 1K Following Credit analyst. Focus on high yield bonds, leveraged loans, distressed debt, special situations. Lots of satire.

Credit | Soccer | NYC

Tokamak @GrandTokamak

9K Followers 746 Following Credit | Soccer | NYC

Founder and CIO of a $1 Trillion Hedge Fun. Account for entertainment purposes only. Explicit language

Le Shrub🌳 @agnostoxxx

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crossdefault @crossdefault

10K Followers 4K Following once l/s value, FO, now spec/structured sits. my brand is chaos. ex-IB. If it's not levered you aren't doing it right. DMs Open.

Risk arb and event driven. I also write a blog about cooking and gastronomy.

Bong Capital @BongCapital

13K Followers 798 Following Risk arb and event driven. I also write a blog about cooking and gastronomy.

Starting businesses is my business. Current Passion Project: explaining why 500+ great companies failed (100 videos so far).

Michael Girdley @girdley

264K Followers 3K Following Starting businesses is my business. Current Passion Project: explaining why 500+ great companies failed (100 videos so far).

Truth, well told for @getbasiccapital

Hunter 🌆 @rhunterh

25K Followers 2K Following Truth, well told for @getbasiccapital

Investor in public and private equity and credit securities. Sometime purveyor of dad humor.

Daniel S. Loeb @DanielSLoeb1

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liens of new york @liensofnewyork

28K Followers 473 Following L/S

participant in the arena of ideas, 3.46 GPA, CFA level 1 (failed)

Dimes Square Holdings... @rvc330

23K Followers 1K Following participant in the arena of ideas, 3.46 GPA, CFA level 1 (failed)

Prop. Trader - Global Macro, Fixed Income (G10 govies and credit) - CFA Charterholder

https://t.co/ud0FsanIo6

©️redit From Ⓜ�... @Credit_Junk

15K Followers 986 Following Prop. Trader - Global Macro, Fixed Income (G10 govies and credit) - CFA Charterholder https://t.co/ud0FsanIo6

I like being a dad, stocks, leverage, nicotine, hotels, and Coca-Cola. I work in wealth management/family office services. Personal thoughts, not advice.

J.D. Banker @DadInvest

23K Followers 4K Following I like being a dad, stocks, leverage, nicotine, hotels, and Coca-Cola. I work in wealth management/family office services. Personal thoughts, not advice.

Because I am an innocent man. This is the end of the innocence. Not investment advice. Do your own work. Relentlessly pragmatic. You are all “Pedo Guys”.

InnocenceCapital.AI (... @InnocenceCapit1

17K Followers 2K Following Because I am an innocent man. This is the end of the innocence. Not investment advice. Do your own work. Relentlessly pragmatic. You are all “Pedo Guys”.

One half of Bloomberg's Odd Lots Podcast. One quarter of Light Sweet Crude.

Joe Weisenthal @TheStalwart

445K Followers 7K Following One half of Bloomberg's Odd Lots Podcast. One quarter of Light Sweet Crude.

northwestern mutual analyst , formerly sellside research— //Raytheon EMEA FP&A, Mercury Partners TMT alum, AntifaPERS (CIO)

Hunter SPX Thompson �... @CoorsLightCEO

12K Followers 3K Following northwestern mutual analyst , formerly sellside research— //Raytheon EMEA FP&A, Mercury Partners TMT alum, AntifaPERS (CIO)

Special Situation PE | Trying Not to Get Fired So I Don’t Have to Work in Corp Dev | UPDATE: Not Fired, Working in Corp Dev

Busted_Auction @BustedAuction

13K Followers 827 Following Special Situation PE | Trying Not to Get Fired So I Don’t Have to Work in Corp Dev | UPDATE: Not Fired, Working in Corp Dev

Phone call supremacist.

Short Convexity @negative_IRR

4K Followers 3K Following Phone call supremacist.

Investor of stocks and startups, rotator of shapes, builder of things, coder of vibes. Never been on the Forbes 30u30 list.

Ramp Capital @RampCapitalLLC

1.2M Followers 823 Following Investor of stocks and startups, rotator of shapes, builder of things, coder of vibes. Never been on the Forbes 30u30 list.

NBA All-Star Turned Investor | Changing the Game in Sports Tech | Co-Founder of 22 Ventures

Michael Redd @MichaelRedd_

93K Followers 162 Following NBA All-Star Turned Investor | Changing the Game in Sports Tech | Co-Founder of 22 Ventures

Hunting market asymmetries | Risk-reward obsessed | NFA

Wolf Capital @wolfgangkasper

46K Followers 192 Following Hunting market asymmetries | Risk-reward obsessed | NFA

Credit PM - Europe / US / EM

Thibault Destrés @DestresThibault

62 Followers 282 Following Credit PM - Europe / US / EM

AI has killed software and tech stocks. Valuations are at multi-decade lows. Stock prices are in the trash. This is a once in a lifetime opportunity to buy fear

Silicon Salvage @SiliconSalvage

17K Followers 3 Following AI has killed software and tech stocks. Valuations are at multi-decade lows. Stock prices are in the trash. This is a once in a lifetime opportunity to buy fear

Itsuki Haru @ItsukiiHaru

5K Followers 380 Following

Irenic Capital invests in public and private markets.
Nothing is investment advice or an offer to buy/sell securities. See disclosures: https://t.co/xFeStsTNRQ

Irenic Capital @IrenicCap

7K Followers 1 Following Irenic Capital invests in public and private markets. Nothing is investment advice or an offer to buy/sell securities. See disclosures: https://t.co/xFeStsTNRQ

Trusted by maritime insurers, oil producers & traders, finance, governments and top news orgs to track down oil shipments. Vessel pronouns are she/her.

TankerTrackers.com, I... @TankerTrackers

227K Followers 155 Following Trusted by maritime insurers, oil producers & traders, finance, governments and top news orgs to track down oil shipments. Vessel pronouns are she/her.

Energy and commodities columnist at Bloomberg.
Co-author of the 'The World for Sale'
Any views expressed are my own. jblas3@bloomberg.net

Javier Blas @JavierBlas

394K Followers 2K Following Energy and commodities columnist at Bloomberg. Co-author of the 'The World for Sale' Any views expressed are my own. [email protected]

117 Partners: Specialists in crypto distressed, distressed investing, bankruptcy claims & special situations. Expert advisory services to navigate the market.

117 Partners @117partners

712 Followers 40 Following 117 Partners: Specialists in crypto distressed, distressed investing, bankruptcy claims & special situations. Expert advisory services to navigate the market.

Privatinvesterare

Christian @NemCapSE

40K Followers 698 Following Privatinvesterare

Empowering ~40k credit professionals with unparalleled credit intelligence, expertise, and insightful data and analytics across the entire credit lifecycle.

Octus @OctusCredit

8K Followers 1K Following Empowering ~40k credit professionals with unparalleled credit intelligence, expertise, and insightful data and analytics across the entire credit lifecycle.

Gen Z boy in a Gen X body.
Pronounciation: Jew ZEP peh (NOT pay!) Pah lay AW! low go.
Sister account: @yogappygappy.

Gappy (Giuseppe Paleo... @__paleologo

55K Followers 557 Following Gen Z boy in a Gen X body. Pronounciation: Jew ZEP peh (NOT pay!) Pah lay AW! low go. Sister account: @yogappygappy.

Campbell @abcampbell

100K Followers 2K Following macro stoic

Skeptical Optimistic - Value, Special Situation & Opportunistic Investing (micro-cap)

Max Francoeur @0xMaxFrancoeur

622 Followers 770 Following Skeptical Optimistic - Value, Special Situation & Opportunistic Investing (micro-cap)

I run a LO RIA focused on compounding, concentrated on best ideas, Pittsburgh. DM to chat.

Chris, A Research Guy @aresearchguy

2K Followers 236 Following I run a LO RIA focused on compounding, concentrated on best ideas, Pittsburgh. DM to chat.

Be the guy.
Have the right energy to ensure life goes better than you can ever imagine:

Cole Jaczko @colejaczko

25K Followers 1K Following Be the guy. Have the right energy to ensure life goes better than you can ever imagine:

Portfolio manager - Financials

Derek Pilecki @gatorcapital

18K Followers 745 Following Portfolio manager - Financials

PM at the Hedge Fund Arm of Global Physical Commodity Trading House / Macro, Commodities, FICC / Middle and Far East representation / Travelers worldwide

JH @CRUDEOIL231

60K Followers 340 Following PM at the Hedge Fund Arm of Global Physical Commodity Trading House / Macro, Commodities, FICC / Middle and Far East representation / Travelers worldwide

L/S. Nothing I say is investment advice.

Pegasus @PegasusFund

162K Followers 514 Following L/S. Nothing I say is investment advice.

🤫 Founder & CEO of @canopycapital 🎙️ Host of Making Markets 💸 Formerly Fidelity Fixed Income Portfolio Manager. No investment advice - views my own.

Eric Golden @Ericgolden

10K Followers 5K Following 🤫 Founder & CEO of @canopycapital 🎙️ Host of Making Markets 💸 Formerly Fidelity Fixed Income Portfolio Manager. No investment advice - views my own.

I do not provide investment advice through WhatsApp or any other messaging platform. I only post here on X and LinkedIn. Beware of imposter accounts.

Kieran Goodwin @kieranwgoodwin

19K Followers 876 Following I do not provide investment advice through WhatsApp or any other messaging platform. I only post here on X and LinkedIn. Beware of imposter accounts.

Senior Legal Analyst and Editor at Octus. Opinions all mine and not those of my gracious employer.

Kevin Eckhardt @DasWreck

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The voice of auto retail | news, intelligence & industry insight

Car Dealership Guy @GuyDealership

441K Followers 825 Following The voice of auto retail | news, intelligence & industry insight

An independent short-only invst. research firm. X is Not Fin Advise. Short: https://t.co/ofRJpAEMjI Macro Credit: https://t.co/zJJixDTTDn

Unicus @UnicusResearch

40K Followers 2K Following An independent short-only invst. research firm. X is Not Fin Advise. Short: https://t.co/ofRJpAEMjI Macro Credit: https://t.co/zJJixDTTDn

Former investment banker.
10Y at value hedge fund.
Set out to acquire, now building instead.

One Man LBO @OneManLBO

6K Followers 312 Following Former investment banker. 10Y at value hedge fund. Set out to acquire, now building instead.

Buy the Stack! Gain speed save 10%: https://t.co/Y7GlhebIWf Biz Inquiries: top100rick@gmail.com

Rick Golfs @Top100Rick

73K Followers 2K Following Buy the Stack! Gain speed save 10%: https://t.co/Y7GlhebIWf Biz Inquiries: [email protected]

Author of Modern Lives / Columnist - @mich_enjoyer, @theblaze / Style Advising - @NecktieSalvage / Steering - @foxandroot / Growing - @trunkville

O.W. Root @owroot

44K Followers 928 Following Author of Modern Lives / Columnist - @mich_enjoyer, @theblaze / Style Advising - @NecktieSalvage / Steering - @foxandroot / Growing - @trunkville

Public Equities Investor + Thematic Trader.

Sigma Zero Capital @sigmazerocap

5K Followers 635 Following Public Equities Investor + Thematic Trader.

Not Financial Advice

Insert extremely corny quote here

Cluseau Investments @blondesnmoney

70K Followers 1K Following Not Financial Advice Insert extremely corny quote here

Teaches economics and investing at Stanford GSB. Special sits HF mgr. https://t.co/kiKMwr0H4y || Not Financial Advice

Kevin Mak @KevinLMak

29K Followers 57 Following Teaches economics and investing at Stanford GSB. Special sits HF mgr. https://t.co/kiKMwr0H4y || Not Financial Advice

📸https://t.co/lAyoqmT9Hv $89K/m
🎮https://t.co/jFirUbDOjx $44K/m
🏡https://t.co/1oqUgfDEsx $27K/m
👙https://t.co/RyXpqGvdBB + @X $17K/m
🌍https://t.co/UXK5AFra0o $11K/m
💾https://t.co/T74ZwJ2cQa
🏩https://t.co/4p4dzTEtCE

@levelsio @levelsio

916K Followers 3K Following 📸https://t.co/lAyoqmT9Hv $89K/m 🎮https://t.co/jFirUbDOjx $44K/m 🏡https://t.co/1oqUgfDEsx $27K/m 👙https://t.co/RyXpqGvdBB + @X $17K/m 🌍https://t.co/UXK5AFra0o $11K/m 💾https://t.co/T74ZwJ2cQa 🏩https://t.co/4p4dzTEtCE

Public markets / Consumer & TMT

hudsonrivertrout @senatorcheese

5K Followers 2K Following Public markets / Consumer & TMT

Christian | Capital Flows Research maps the macro regime across rates, FX & equities to find home run trades | Streaming live every weekday at 11:30am MST

Capital Flows @Globalflows

193K Followers 2K Following Christian | Capital Flows Research maps the macro regime across rates, FX & equities to find home run trades | Streaming live every weekday at 11:30am MST

Where finance practitioners get started with Python for quant finance, algorithmic trading, and data analysis | Tweets & threads with free Python code & tools.

PyQuant News 🐍 @pyquantnews

163K Followers 517 Following Where finance practitioners get started with Python for quant finance, algorithmic trading, and data analysis | Tweets & threads with free Python code & tools.

Services and space to help you go from prototype to full-scale production.

Beacon MFG @beaconmfg

6K Followers 5 Following Services and space to help you go from prototype to full-scale production.

Credit Observer!

Parul Garg @parulg26

66 Followers 327 Following Credit Observer!

We built it. You make it. A simple, affordable personalized truck (or SUV, your call). Put down a deposit today and lock in your delivery timing.

Slate Auto @slateauto

36K Followers 0 Following We built it. You make it. A simple, affordable personalized truck (or SUV, your call). Put down a deposit today and lock in your delivery timing.

Not investment advice.

TBU @TBU12345678

11K Followers 546 Following Not investment advice.

Tweeting about SMB M&A |
Owner @ Viso Business Capital |
Dedicated to assisting Acquisition Entrepreneurs
SBA 7(a) | SBA 504 | CA iBank | USDA

Heather Endresen @EndresenHeather

18K Followers 3K Following Tweeting about SMB M&A | Owner @ Viso Business Capital | Dedicated to assisting Acquisition Entrepreneurs SBA 7(a) | SBA 504 | CA iBank | USDA

Husband and father; Lifelong learner; Bostonian but Chicagoan at heart...Benet, Hillsdale, U of Chicago, Fidelity/Harvard Management /Adage Capital Partner

William Mankivsky @WilliamMankivs1

2K Followers 751 Following Husband and father; Lifelong learner; Bostonian but Chicagoan at heart...Benet, Hillsdale, U of Chicago, Fidelity/Harvard Management /Adage Capital Partner

Modern Global Macro Investor. Macro AI Systems Engineer. Macroeconomics. Markets. Fed Watcher. China Macro. AI. Computer Science. Opinions are my own.

PDS @TopadoDuran

14K Followers 2K Following Modern Global Macro Investor. Macro AI Systems Engineer. Macroeconomics. Markets. Fed Watcher. China Macro. AI. Computer Science. Opinions are my own.

what have I done to help? garbage plate native. 👩🏻👶🏻👶🏻🐶. partner at rallyday (lmm pe). tweets my own.

Padraic McConville @PadraicMcC

6K Followers 2K Following what have I done to help? garbage plate native. 👩🏻👶🏻👶🏻🐶. partner at rallyday (lmm pe). tweets my own.

CEO and Co-Founder of Fora Financial. Provided over $4 billion in financing for over 55,000 businesses.

Jared Feldman - Busin... @JaredFeldman88

403 Followers 747 Following CEO and Co-Founder of Fora Financial. Provided over $4 billion in financing for over 55,000 businesses.

Publishes https://t.co/jDXGXZVHqH. Books, learning & the art of business, from the perspective of an operator.

Cedric Chin @ejames_c

13K Followers 615 Following Publishes https://t.co/jDXGXZVHqH. Books, learning & the art of business, from the perspective of an operator.

modeling trends and building better trades with options data

jbulltard @jbulltard1

44K Followers 327 Following modeling trends and building better trades with options data

Trying to find value in the most overlooked sections of the stock market and write about them in my blog

Founder of @QualScreener

SpruceHill Capital @Aksel465

3K Followers 313 Following Trying to find value in the most overlooked sections of the stock market and write about them in my blog Founder of @QualScreener

Owner of SC Commercial Roofing Co. Co-Host of @acquanon

Mills Snell @thegeneralmills

6K Followers 1K Following Owner of SC Commercial Roofing Co. Co-Host of @acquanon

Value investor, blogging at: https://t.co/bajKBBmxQE

Alpha Vulture @AlphaVulture

13K Followers 267 Following Value investor, blogging at: https://t.co/bajKBBmxQE

Bought an artificial turf business via self-funded search, now expanding nationally. Investing in other searchers - hit me up if you have a deal under LOI.

Johannes Hock @HockJohannes

5K Followers 504 Following Bought an artificial turf business via self-funded search, now expanding nationally. Investing in other searchers - hit me up if you have a deal under LOI.

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