@pkedrosky

Paul Kedrosky

1/ I am inundated with smart guys insistent that SNAP is a short here. Five reasons:

20
9 months ago

1/ There is a mischievous argument that many people not in favor of immigration make that sounds like they are in favor of immigration.

12
1 year ago

1/ It sucks to be an equity analyst, part 1,543,767 in a series.

9
1 year ago

1/ There is a time-honored tradition in tech of trying to freeze the market. It works like this:

13
1 year ago

1/ I broke my iPhone 6 screen again recently (5 and counting), and so have a temporary Android device here, which I initially hated.

9
1 year ago

1/ I'm not optimistic that Twitter makes it out of 2016 as a standalone company, which is sad.

9
1 year ago

5/ It amazes me how few people figure that out: If most people hate something, then, within reason, learn to love it.

1
1 year ago

1/ Not to resuscitate Lance Armstrong, but I'm fond of a story teammates used to tell about him.

11
1 year ago

1/ Been trying to parse the LendingClub allegations leading to Renaud Laplanche's resignation. It's all weirdly opaque.

7
1 year ago

1/ I have a regime change ecological view about why Nate Silver has done so poorly in the current political cycle.

9
1 year ago

1/ The notion that there is an offsetting equivalence between venture investors' alleged desire for capital scarcity & entrepreneurs'...

5
1 year ago

1/ Interesting that Moritz brought up subprime today. I've been mulling a Michael Burry line from "Big Short" about financial bubbles.

5
2 years ago

1/ I'm too skeptical about Apple, so please disabuse me.

16
2 years ago

1/ I listened to latest Radiolab yesterday, on whether trophy hunting is a meaningful conservation measure for rare species.

7
2 years ago

1/ For the first time it's possible for a small retail investor to build a low-cost portfolio out of the main alternative assets.

6
2 years ago