Packy McCormick@packym · 2 天前观点输出maybe it's just fall, but in a shockingly high % of my meetings recently we realize we're both wearing @onequince
today's sweater fit https://t.co/7pL8gQu3Ww
AI:延续个人公开立场,强调长期主义、执行效率与行业方向判断。
Packy McCormick@packym · 2 天前观点输出I know I can be overoptimistic at times, but I really think the State of California is going to do magnificent things with Zuck's $10B wealth tax payment.
AI:延续个人公开立场,强调长期主义、执行效率与行业方向判断。
Packy McCormick@packym · 2 天前赛道影响Patient Zero: @Alex_Danco preaching The Magic Mountain on April 4, 2025 https://t.co/34XldLogAc
AI:偏主题投资表达,释放对基础设施与新叙事的偏多信号。
Packy McCormick@packym · 3 天前观点输出Letting your friend have the last lobster.
Incredibly unshellfish.
AI:延续个人公开立场,强调长期主义、执行效率与行业方向判断。
Packy McCormick@packym · 3 天前观点输出Stratechery x Stripe
I love it. https://t.co/ekaxEBhd4k
AI:延续个人公开立场,强调长期主义、执行效率与行业方向判断。
Packy McCormick@packym · 3 天前观点输出One of the things you forget about fall is that it’s really nice to have a couple extra jacket pockets.
AI:延续个人公开立场,强调长期主义、执行效率与行业方向判断。
Packy McCormick@packym · 4 天前赛道影响Amazon.Con
Earth's Biggest Bookstore"? Pshaw. Cheaper, faster, and more convenient? Pshaw again.
By Stephen Glass and Jonathan Chait
January 1997
AI:偏主题投资表达,释放对基础设施与新叙事的偏多信号。
Packy McCormick@packym · 5 天前观点输出The problem is it’s always sunny in Philadelphia so London was never going to agree with us
AI:延续个人公开立场,强调长期主义、执行效率与行业方向判断。
Packy McCormick@packym · 5 天前观点输出Best Ideas
https://t.co/dCy1TGDMqz
We find that the stocks in which active mutual fund or hedge fund managers display the most conviction towards ex-ante, their “Best ideas,” outperform the market, as well as the other stocks in those managers’ portfolios, by approximately 2.8 to 4.5 percent per year, depending on the benchmark employed. The vast majority of the other stocks managers hold do not exhibit significant outperformance. Thus, the organization of the money management industry appears to make it optimal for managers to introduce stocks into their portfolio that are not outperformers. We argue that investors would benefit if managers held more concentrated portfolios.
AI:延续个人公开立场,强调长期主义、执行效率与行业方向判断。
Packy McCormick@packym · 5 天前观点输出.@gilbert & @djrosent are the 🐐🐐.
Only 26 minutes into the Seinfeld episode and I already don’t want it to end. Delightful. https://t.co/wbuw3RlPKT
AI:延续个人公开立场,强调长期主义、执行效率与行业方向判断。
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