Picasso Posted April 22, 2016 Author Share Posted April 22, 2016 I don't mind doing May 5th if it's okay with everyone else? Link to comment Share on other sites More sharing options...
arcube Posted April 22, 2016 Share Posted April 22, 2016 I don't mind doing May 5th if it's okay with everyone else? Thank you for the flexibility. Hoping it works for most of the folks planning to attend. Link to comment Share on other sites More sharing options...
Picasso Posted April 29, 2016 Author Share Posted April 29, 2016 Bump Everyone cool with doing May 5th? I have one other person who is cool with it as well but just want to make sure... Link to comment Share on other sites More sharing options...
arcube Posted April 29, 2016 Share Posted April 29, 2016 Bump Everyone cool with doing May 5th? I have one other person who is cool with it as well but just want to make sure... Yes. 5th. Thank you Picasso. Much appreciated. Link to comment Share on other sites More sharing options...
Picasso Posted May 4, 2016 Author Share Posted May 4, 2016 Okay seems like most everyone is cool with the 5th (according to the spreadsheet). Hope to see everyone there tomorrow! Link to comment Share on other sites More sharing options...
Picasso Posted May 6, 2016 Author Share Posted May 6, 2016 For those who couldn't make it, you missed some really good pitches. Ben walked us through a 200 page slide deck on ZINCQ. Both thought provoking and compelling. John and Johnny rehashed the past several years of FNMA and why the opportunity still looks compelling. And Ravi destroyed the bear case on Valeant. It really made me want to go long. Thanks for coming out guys, hopefully we can make it a regular thing. Link to comment Share on other sites More sharing options...
PullTheTrigger Posted May 6, 2016 Share Posted May 6, 2016 And what did you pitch? FELP? SXCP? ;) Link to comment Share on other sites More sharing options...
benhacker Posted May 6, 2016 Share Posted May 6, 2016 Picasso pitched long Ireland's 100 year sovereigns at 2.5% denominated in EUR. Deflation to the moon! Link to comment Share on other sites More sharing options...
arcube Posted May 6, 2016 Share Posted May 6, 2016 For those who couldn't make it, you missed some really good pitches. Ben walked us through a 200 page slide deck on ZINCQ. Both thought provoking and compelling. John and Johnny rehashed the past several years of FNMA and why the opportunity still looks compelling. And Ravi destroyed the bear case on Valeant. It really made me want to go long. Thanks for coming out guys, hopefully we can make it a regular thing. It was a great get together. Thanks Picasso. Link to comment Share on other sites More sharing options...
tgrafos Posted May 8, 2016 Share Posted May 8, 2016 Hi guys, I live in the Pasadena area and may know a few additional guys for your next meeting.Keep me informed Link to comment Share on other sites More sharing options...
johnny Posted May 13, 2016 Share Posted May 13, 2016 Late post but wanted to also thank Picasso for the meetup. Was super enjoyable. Although I'm wondering if anybody else faced a bit of skepticism when they got home and explained to their significant other that they spent May 5th having dinner with investment nerds from the internet. Just me? Link to comment Share on other sites More sharing options...
PullTheTrigger Posted May 13, 2016 Share Posted May 13, 2016 Just say you were talking to Jake from State Farm Link to comment Share on other sites More sharing options...
zenith Posted May 13, 2016 Share Posted May 13, 2016 i would love to come out as well for the next meetup Link to comment Share on other sites More sharing options...
Picasso Posted May 25, 2016 Author Share Posted May 25, 2016 You guys want to do Green Street again or something in the city near downtown? Maybe we can set something up in late June. Link to comment Share on other sites More sharing options...
outside_chance Posted June 2, 2016 Share Posted June 2, 2016 Both Pasadena and downtown work well for me. The last meeting was great, I look forward to another one! -outside_chance Link to comment Share on other sites More sharing options...
arcube Posted June 6, 2016 Share Posted June 6, 2016 You guys want to do Green Street again or something in the city near downtown? Maybe we can set something up in late June. Great idea Picasso. I enjoyed the last one. I am around end of June. Ok with both locations. Link to comment Share on other sites More sharing options...
johnny Posted June 15, 2016 Share Posted June 15, 2016 Just polished up my presentation: "Why LinkedIn is a No-Brainer Short" a few weeks ago. Look forward to persuading everybody in person. Link to comment Share on other sites More sharing options...
Picasso Posted June 15, 2016 Author Share Posted June 15, 2016 https://docs.google.com/spreadsheets/d/1OTNEz5Gr2eP-fx10TdHAgQ2jnhkWRPcda4Us0d-KUrE/edit?usp=sharing Assuming June 30th works for everyone, lets do the same time and place. I tried thinking of some spots in Downtown LA, but nothing seemed that great. Link to comment Share on other sites More sharing options...
arcube Posted June 17, 2016 Share Posted June 17, 2016 Just polished up my presentation: "Why LinkedIn is a No-Brainer Short" a few weeks ago. Look forward to persuading everybody in person. Johnny - Polish the Twitter presentation too while you are at it : ) . Link to comment Share on other sites More sharing options...
arcube Posted June 30, 2016 Share Posted June 30, 2016 Looking forward to seeing everyone tonight. Link to comment Share on other sites More sharing options...
Picasso Posted June 30, 2016 Author Share Posted June 30, 2016 I've been so busy that I almost forgot about tonight. See everyone there! Link to comment Share on other sites More sharing options...
johnny Posted June 30, 2016 Share Posted June 30, 2016 Well I certainly forgot it was at 5. Will be there fashionably late. Link to comment Share on other sites More sharing options...
Picasso Posted July 6, 2016 Author Share Posted July 6, 2016 Good seeing you guys. Indirect, you get home okay? That's a long drive out to Bakersfield at night time. Link to comment Share on other sites More sharing options...
indirect Posted July 6, 2016 Share Posted July 6, 2016 I got home safely, thanks for asking. It was worth the drive and enjoyed the discussions. Link to comment Share on other sites More sharing options...
benhacker Posted July 6, 2016 Share Posted July 6, 2016 Anything to share boys? Help a lonely Oregonian out who couldn't make this round? Picasso buying synthetic 200 year maturity Chinese Government zeros or something? ;-) Link to comment Share on other sites More sharing options...
Recommended Posts
Create an account or sign in to comment
You need to be a member in order to leave a comment
Create an account
Sign up for a new account in our community. It's easy!
Register a new accountSign in
Already have an account? Sign in here.
Sign In Now