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.
加入 December 2010
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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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