Toronto based buy-sider who loves a pow day.

Joined March 2021
48 Photos and videos
Pinned Tweet
25 Jan 2022
You love to see it.
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Agree, would add some of the AI fear names to the list as well, eg. $spgi
First time in years, I think going large cap quality, you actually have great r/r across sectors. $MSFT $BX $LVMH type of names in 25-40% drawdowns Probably go 50% long here. Wait for a potential flush and then the other 50% 2022 I got way too cute when Big Tech was a buy
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$ffh.to hate incoming. No group has more annoying fanboys on twitter My beef’s with ffh include the following 1) questionable investment performance for over a decade (drawdowns like this would get you fired anywhere else) 2) the swaps on your own stock 3) the deals with OMERS
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25 Jan 2022
You love to see it.
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15 Jan 2025
very happy with this performance, nothing interesting about the numbers though. Note 2025 performance reporting will shift to $ibkr which is now my largest account.
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31 Dec 2025
Nothing witty to say. Happy new year!
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29 Nov 2025
These guys are making America great again, unlike the douche canoe in the White House.
Jack White featuring Eminem. One of the best halftime shows you’ll ever see.
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SkiedOut retweeted
Jack White featuring Eminem. One of the best halftime shows you’ll ever see.
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6 Nov 2025
$HCC "I know Tuscaloosa breeds champions, but it’s clearly not just football." get off your knees B Riley! great qtr though
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4 Nov 2024
$bce Mirko, did searchlight have incriminating photos of you? What a stupid deal for bell
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SkiedOut retweeted
Outstanding ClearLake's slide from Dec-23 that I just received which includes detailed realization information over the last few years Exact figures are not disclosed but it seems that the 7x MOIC we estimated in the tweet below for Wheel Pros is fairly accurate In addition, it is very interesting to see how many of these exits represent continuation vehicles (in case not obvious, the red edits are mine) By the way, if you want to get the entire deck this slide is pulled from, retweet this post, comment interested, and send me a DM
A quick recap of ClearLake investment in Wheels Pros - Buys company in 2018 for $130mm - Dividend recaps to start to return equity - Deal exited to continuation vehicle for $2.4bn (one of their biggest sales in recent years) - Deal nets $1b in profit to ClearLake (over 7x MOIC) - Wheels Pro files for chapter 11 in 2024 - Likely a 0 for the continuation vehicle investors
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21 Jan 2022
The $RY curse is real $SHOP
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23 Jun 2024
Will $cnq survive the curse…
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SkiedOut retweeted
BACKSTAGE GIVEAWAY — @Bonnaroo reveals 2024 lineup: @PrettyLights x2, @PostMalone, @ChiliPeppers, @Fredagainagain1 more. ENTER NOW for a chance to win (2) VIP tickets a sold out Area 931 Backstage camping pass. 👇 To enter: 1. Follow @TheFestiveOwl 2. RT this Good luck 🦉
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1 Aug 2023
seems like the market agrees with me about the $pipe'ing we just received
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1 Aug 2023
I feel like I just got $pipe ‘d. No premium on a fake mark. I hope riverstone knows what they are doing because we just got diluted into oblivion.
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22 Jun 2023
Maybe an orca attacked this submersible???
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28 Feb 2023
Pooey results from tractor man $bns
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SkiedOut retweeted
BACKSTAGE GIVEAWAY — @Bonnaroo reveals 2023 lineup: @FooFighters, @KendrickLamar, @ODESZA more. ENTER NOW for a chance to win (2) VIP tickets a sold out Area 931 Backstage camping pass. 👇 To enter: 1. Follow @TheFestiveOwl 2. RT this tweet Bonus 👉 bit.ly/3k1GV3c
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18 Nov 2022
So sad to hear about the issues at Properly

ALT Michael Scott Wink GIF

15 Nov 2022
It’s going to come out this guy was sneaking dominoes… just like that other vegan scammer
Still in awe of how wild this SBF interview was
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