Matt Dratch
@DratchCap
Macro Equity PM | Dartmouth Fball ’08
“Be bold, and mighty forces will come to your aid.”
Views expressed are solely my own and not on behalf of my employer.
Joined December 2010
271 Following 6.7K Followers
It’s 2030, Mythos 10 has doxxed all of finX and your following page is unrecognizable
Investing X and substack is such an interesting phenomenon
-on one side you have retail garbage / x bois that just repost/steal content and pump stocks based on regurgitated anecdotes, vibes, reference to someone else's 'credible' research with 10s to 100s of thousands of followers
-then you'll have someone with like <1K followers do the most granular ROIC modeling or forensic accounting you've ever seen
the range is so wild haha
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