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Compound248 Profile picture
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11 Feb, 7 tweets, 3 min read
"FinTwit is awesome" led me to join Twitter.

But where is #fintwit? No actual such thing exists.

TWTR Lists was my answer.

Lists bring you to an alternate reality, where the only things you see relate to the List.

Ex: My FinTwit list

💰💎👇👇

1/n
twitter.com/i/lists/135935…
Twitter overwhelmed me at first. Topics helped some, adding wanted variety to my timeline.

But I find *well-assembled* Lists the most useful way to filter Twitterdom.

Sadly, Lists take time to create. So I've made a bunch for you to steal.

🌾💰
2/n
twitter.com/i/lists/135624…
Here's one I made that highlights short-sellers.

Anytime I'm looking at a business/stock, I scan this List to search for any discussion related to my target.

Short-sellers often do *incredible* forensic work, unearthing important questions.

🧐⁉️🛑
3/n
twitter.com/i/lists/135918…
Here's a really different one: Thought Provokers.

I filled it with people who are smart & say what they think (even if I often disagree with them!).

They open my mind to new possibilities. Sometimes that leads me to an unrelated breakthrough.

🎇💡⚡️
4/n
 twitter.com/i/lists/134595…
I like to know "what's happening," but don't want to Follow all these toxic newsmakers.

Solution? A News List that has key figures & media outlets, from all sides.

I just click & scan. When I've had my fill, I leave them behind...thankfully.

📰🤮

5/n
 twitter.com/i/lists/135988…
The last one I will flag today is my Macro Thinkers list.

I prefer to think about the micro. While I dabble in macro, I'm not that great at it.

But these folks are.

Cruising through a curated view of great macro thinking is a treat.

🌎🤔🤑

6/n
 twitter.com/i/lists/134954…
If YOU follow any great Lists, please share them here. I'd love to take a look!

Thanks and I hope you find this useful.

-Compound248

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More from @compound248

Compound248 Profile picture
12 Feb
RobinHood co-founder, @vladtenev, has been busy the past week.

In addition to internal crisis management, Vlad had discussions via several different mediums, from CNN to newspapers to various YouTube channels.

💎💎🚀🚀👇👇

1/n
Sadly, the mainstream TV "news" showed how broken it is: the YouTubers' nuanced discussions are vastly superior.

The CNN & CNBC hot-takes bring shame to an industry that should pride itself in truth-seeking, not emotional beratement.

Looking at you @ChrisCuomo

👀

2/n
Given how HUGE the RH, $GME topic was just 2 weeks ago, the YouTube videos have been under-watched.

Ex: the below video with Vlad and RH's COO only has ~2,000 views.

I get it, not everyone has time for 30 min interviews - my brief thoughts follow.

3/n
Read 18 tweets
Compound248 Profile picture
10 Feb
$TWTR 💰💻

It's pretty clear @jack is fired up about what's coming at Twitter. The rebuild of $TWTR's tech stack & ad server have increased speed to market with new features.

Jack all but promised that Twitter's ability to innovate and iterate has accelerated dramatically.

1/n
A few days ago, @kayvz hosted a Twitter Spaces event, where he was live testing the experience. Kayvon said many of the same things Jack did.

Below is a portion of my raw notes from Kayvon, if interested.

If the business of Twitter isn't your jam, no need to read on:

2/n
Kayvon runs Product at Twitter - the non-revenue side of Twitter, aka product development. He founded Periscope.

Recall: Spaces is Twitter's competitive response to Clubhouse. An audio hangout.

3/n
Read 21 tweets
Compound248 Profile picture
6 Feb
The backstory of RobinHood’s insane week & emergency fund raise:

As I’ve been writing, RH had a full blown liquidity crisis. RH could NOT meet DTCC’s initial call amount.

It cured the issue on the strength of its franchise, raising $3.5b of equity. 1/n

wsj.com/articles/robin…
Those emergency investors will get a quick win, as RH likely IPOs later this year.

“[RH] told in­vestors they still plan to take the com­pany pub­lic some­time in the first half of the year...To do so, he will have to clear the high growth bar set by Wall St. investors.”

2/n
RH’s business is going gangbusters.

Bizarrely, this whole event is likely to turn into a giant W for RobinHood.

I know that is frustrating and confusing for many people, but it’s true.

RH is well capitalized and is experiencing massive new customer onboarding.

3/n
Read 11 tweets
Compound248 Profile picture
4 Feb
The Man, the Legend - Stan Druckenmiller.

Summary for what’s coming:
“Buckle up” - we are in uncharted territory.

Quick Notes:
Hard to predict future when the background is so unusual. Very dif than c2000. SDtTouches on positioning, including $BTC

1/4
Druck is:
Short long-dated USTs
Long commodities
“Very very short dollar”
Asia is the “big big winner” - $SEA
Next 5 years, Asia better than US (due to fiscal/debt, current account surplus, etc.)

2/4
$BTC - could be both a mega-bubble & a store of value. I don’t believe or not believe. I own some, and have for a while. I’m also long commodities.

“Possible, perhaps even probable” that the extreme stimmy will be here as vaxes complete. Massive pent up demand will unlock.

3/4
Read 4 tweets
Compound248 Profile picture
30 Jan
Yup:

“Many cus­tomers aren’t aware of the com­pli­cated ma­chinery be­hind each trade... And reg­u­la­tors and in­dus­try watch­dogs de­cide things like how much cap­i­tal and col­lateral brokerages have to post.”

wsj.com/articles/robin…
“Be­hind the scenes, Robin­hood and other bro­kers were deal­ing with a jam in the ma­chine that moves shares from sell­ers to buy­ers.”
“Be­cause of a lag be­tween when in­vestors book new po­si­tions in a stock and when their cash is ac­tu­ally ex­changed for se­cu­ri­ties, bro­ker­ages ...have to main­tain de­posit ac­counts at the clear­ing firms that help fi­nal­ize trades.”
Read 7 tweets
Compound248 Profile picture
29 Jan
Dear Media,

What’s happening with RobinHood?

A quick primer.

This is a “plumbing” issue. It is esoteric, even for those on Wall Street.

A very long thread on how the toilet is clogged.🚽🧻🪠

Read on
👇👇👇💎💎💎🚀🚀🚀👇👇👇
First: RH was not the only brokerage to restrict buying in $GME et al. Much of the below applies to many brokerages. I'm going to use "RH" in my writing for simplicity and because it's the most prominent, but it's not fair to call this a RobinHood issue, per se.
The restrictions impacted retail AND institutional players – many institutional prime brokers ("PBs") did the same thing to their hedge fund clients.

Why?

Surely PBs can't be trying to punish their own clients just to benefit Citadel. There must be something else happening...
Read 103 tweets

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