StraightCap @StraightCap_
L/S generalist Joined September 2021-
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@Will_Schryver Why do you think you've seen more interest in w&d companies? Quality seems worse on paper than HVAC but maybe in-line with roofing? Both better than home remodelers.
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@WaterworldCapi1 Se is a shitco relative to meli. Se is getting pinched in taiwan by cpng and massively deceld in Brazil. Mgmt is also c+ vs cpng and meli.
@PrivatEquityGuy What do you think of windows?
@gordocap18 I think the market is not appreciating the amount of folks planning on moving to Vantage in the near term…think material share loss is a q4’26/q1’27 possibility. Once that’s the narrative = 20x eps
@nuancerocket @pekwat Was it fundless or did they raise the 30m as a fund?
@evrgn11112231 Long biased l/s here -> try to be thematic about it vs timing quarters or tradey. Should do more but not really incentivized too.
@ContrarianCurse its a genuine addiction my girlfriend is trying to have me curb
@TimurNegru Perfect for a data center
@evrgn11112231 Maybe not alpha but I materially have shortened the time it takes to do the other BS parts that come with working at an institutional fund
@RAMCOCAPITAL Idk a single bank who makes credit decisions off a FICO fwiw.
@b_cap21 It’s purely PR - good PR at that. Appease Pulte
@Larryjamieson_ Market share for 10T if Vantage is also in market will be less than 100% which is more my point
@DrewCohenMoney Argentina profitability high mainly because there are no main competitors in ecom + have underinvested in logistics as a result. They’re now starting to invest there + ramping credit cards which hurts profitability upfront
@DrewCohenMoney I think Brazil e-commerce standalone is barely profitable but helped by a fast growing ads business. Credit card is unprofitable but the very large personal/smb loan book is extremely profitable. Acquiring biz/payments also very profitable.
@WaterworldCapi1 Why do you think the change in messaging on margins between previews and earnings? Something change dramatically?
@Fierce__beast Seems like a weird r/r where you either lose everything or make 300%. can't size it much
@Fierce__beast Mind sharing your prompt? Sounds like a cool use case
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