Multi_Class_LP's profile picture. Multi-class L.P.

Multi_Class L.P.

@Multi_Class_LP

Multi-class L.P.

Surprised @CliffordAsness isn’t outraged about SIVB #volatilitylaundering given its giant, highly levered balance sheet isn’t fully marked to market under HTM accounting. The systemic risk here makes concerns about PE marks seem misplaced.


This book isn’t finished yet; will be interesting to see how it ends.

"Playing Different Games, or why Tiger is eating your lunch" randle.substack.com/p/playing-diff… Feels like Tiger has been top-of-mind for everyone these last few months -- this is my attempt at an explanation for what's been going on, and why I'm very bullish on Tiger Global

EverettRandle's tweet image. "Playing Different Games, or why Tiger is eating your lunch" 

randle.substack.com/p/playing-diff…

Feels like Tiger has been top-of-mind for everyone these last few months -- this is my attempt at an explanation for what's been going on, and why I'm very bullish on Tiger Global
EverettRandle's tweet image. "Playing Different Games, or why Tiger is eating your lunch" 

randle.substack.com/p/playing-diff…

Feels like Tiger has been top-of-mind for everyone these last few months -- this is my attempt at an explanation for what's been going on, and why I'm very bullish on Tiger Global


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