Andrew Palmer Profile picture
May 7 19 tweets 10 min read Twitter logo Read on Twitter
How about a fun thread about #HedgeyeLive with some of the smaller things you wouldn’t know. @Hedgeye
Received this great book in my welcome materials. Can’t wait to dig into it. Image
The social and cocktail hours were a blast Thursday night, but Andrew learned he’s not as he’s good as he once was or simply needs @Jonesy as a coach.
Had to go for a morning walk Friday morning Image
.@HedgeyeREITs told me a couple hundred times that there is something seriously wrong with $MPW because THERE IS SOMETHING REALLY WRONG with it. If I was a REIT company up to no good I would not want someone like Rob covering my stock. Relentlessly passionate but willing to check… twitter.com/i/web/status/1…
.@HedgeyeEEvans is one of the most thoughtful political thinkers that I’ve ever met. Not from an ideological standpoint, but from the practice of politics. I wish we had more people like her in public office and talking to the mainstream public as we’d have a much more serious… twitter.com/i/web/status/1…
Despite his displayed intensity on Twitter and the MacroShow @KeithMcCullough is impressively genuine, gracious, and kind in person. I got to ask him a great question about how he structures his day and how he’s so productive. Much to think about from the response to his… twitter.com/i/web/status/1…
.@Jonesy is an absolute blast in person. Also impressively genuine and kind in person. And he really knows how to have some fun. Also much taller in person than I ever thought. And on the MacroShow he has to be reminded… Image
The @Hedgeye studio and office tour was great. My favorite break room: ImageImage
Every @Hedgeye employee I encountered was exceptionally proud of what they do. It’s a mission driven place. IMHO few people in America really understand how much employment is a values statement. As customers we are fueling those values to hopefully grow, #HedgeyeNation should be… twitter.com/i/web/status/1…
Matt Moran and Dan Holland are really great guys behind the scenes at Hedgeye that we don’t “see” as much but their impact is certainly felt. Had some great conversations with Matt last night. I wanted to talk to Holland more than I got to.
Undeniably @mablum can throw one Hell of a party. It was like @Hedgeye de Soleil. Blum is an impressive listener and thoughtful guy. Impressively valuable part of @Hedgeye

Blum also informed that I use a photo that makes me look younger than I was in person upon first… twitter.com/i/web/status/1…
Yes @GavinGewecke is tall. But @nancy__davis’ husband is even taller. Got to meet him and her son at the bash. What a great family.
.@OtherSide_AM is proud of his new Buick. It’s no longer an old person’s car @HedgeyeRJM

He’s also a really thoughtful person who offered me some valuable advice along with McGroarty. Much to think about.
Paul Glenchur (policy) and Colonel McCausland (geopolitics) in addition to being impressive thinkers are Golden State Warriors fans. We attempted to watch the game outside the ballroom on the TV. It wasn’t pretty.
.@HedgeyeRJM is an invaluable addition to @Hedgeye and if you don’t know that you’re not paying attention.
The greatest takeaway from the trip: There wasn’t a person I met there that wasn’t a lifelong learner. Every conversation was filled with respect of the other. No one knows it all. Nobody was better than another. In a society that seems to lack much of these important components… twitter.com/i/web/status/1…
Thanks to all of the @Hedgeye family for having me! One of the most enjoyable experiences I’ve ever had.
Forgot these two people. So great to meet them in person. @LauraLKeith @PokeTheJuiceBox

And I didn’t get a photo with @wassimkanaan1 he had to jet a little early. Image

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