User Tracker
| Votes | Title | Comments | Updated |
|---|---|---|---|
| +7 | HYG Puts as left-tail risk hedge? | 5 | 2 months |
| +3 | Edge: Michael Vranos & Jimmy Levin | 1 | 2 months 1 week |
| +5 | Mortgage Servicing Rights: HOT Or NOT? | 9 | 2 months 1 week |
| +3 | Is Trading Mortgage Servicing Rights HOT or NOT? | 1 | 2 months 3 weeks |
| +33 | Already at a HF, does it make sense to go to B-School? | 40 | 1 month 4 weeks |
| +53 | Do Huge Stock Buybacks Distort P/E Ratios? | 41 | 3 months |
| +12 | Back-Estimating the Revenue of a Private Equity Firm | 6 | 1 year 9 months |
| +404 | Is Private Equity a Low-IQ Approach to Finance? | 160 | 2 years 6 months |
| Votes | Comment | Comments | Post date |
|---|---|---|---|
| 0 | Yeah they basically have to get clearance from the head PM before making any bi… | 40 | 1 month 4 weeks ago |
| 0 | just saying it's a pretty popular left-tail risk hedge trade... implied vol on … | 5 | 2 months ago |
| +-1 | Also PMs in a single-manager structure are, by definition, middle management.&n… | 40 | 2 months 1 week ago |
| 0 | Funny thing is they kind of are a levered beta shop though lol.. … | 32 | 2 months 1 week ago |
| 0 | 问题,所以听起来不很热lol | 9 | 2 months 1 week ago |
| 0 | nah, no non-compete. | 40 | 2 months 1 week ago |
| 0 | Yeah that's possible but I would think B-school would still be better right? Ma… | 40 | 2 months 1 week ago |
| +1 | I suspect it will be higher there than at my fund. But the real problem is ther… | 40 | 2 months 1 week ago |
| 0 | yep, structured credit. | 40 | 2 months 1 week ago |
| 0 | It's also a bunch of Michael Vranos' family and friends in the super senior rol… | 18 | 2 months 1 week ago |
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