Howard Lindzon

howardlindzon.com

8 Followers

community-curated profile

Author, financial analyst, technical analyst, and super angel investor. Managing partner of Social Leverage, co-founder of StockTwits.

Overview Posts Content Recommendations

Howard Lindzon @howardlindzon · Mar 20, 2023

From Twitter

Great thread on SVB demise …slowly and than suddenly

Tweet Mar 19, 2023

1/ SVB's decline started with a 'slow motion' bank run in 2022, management missteps, and a botched equity raise led by Goldman Sachs. There are many lessons beyond duration mismatch. There's also fallout for $GS: potentially locked out of bank cap

by Ram Ahluwalia, crypto CFA

Recommended by 1 person

1 mention

Howard Lindzon @howardlindzon · Mar 19, 2023

From Twitter

Good thread on UBS and swiss ‘cheese’ banking

Tweet Mar 19, 2023

In Switzerland, the 'rule of bank' trumps the 'rule of law’. The government agreed to change the law to fast-track UBS’s acquisition of Credit Suisse and bypass shareholder consent. Shareholders will be wiped out. Were the Swiss banks ever trul

by Ram Ahluwalia, crypto CFA

Recommended by 1 person

1 mention

Howard Lindzon @howardlindzon · Mar 19, 2023

From Twitter

Really enjoyed this macro take. Have a read.

Article Mar 16, 2023

Kaiseki

by Arthur Hayes

Recommended by 3 people

3 mentions

Howard Lindzon @howardlindzon · Mar 9, 2023

From Twitter

Good thread on Silicon Valley Bank so far cc @om

Tweet Mar 9, 2023

Silicon Valley Bank $SIVB is in trouble. It sold off a $21 billion bond portfolio for a huge loss to shore up liquidity. The market is worried and the stock is down 54% today. Here’s what you should know 🧵 twitter.com/GRDecter/status/163391973108

by Genevieve Roch-Decter, CFA

Recommended by 3 people

3 mentions

Howard Lindzon @howardlindzon · Feb 19, 2023

From Twitter

Ok so the cost to train an AI system is down 95 percent in 5 years... Good thread All those cost savings though and my AI obituary could have been better written by a stranger

Tweet Feb 19, 2023

3. The cost to train AI systems has gone down 99.59% in 5 years This is a big deal. twitter.com/gregisenberg/status/1627309953349218304/photo/1

by Greg Isenberg

Recommended by 1 person

1 mention

Howard Lindzon @howardlindzon · Jan 11, 2023

From Twitter

Every investor/founder should read the 2016 @bgurley 'road to recap' post [link] Yes Bill was 5 years early but since 2016 the FED created 10 Theranos and 100 Softbanks which few would have predicted.

Article Apr 21, 2016

On the Road to Recap: - Above the Crowd

by Bill Gurley

Recommended by 1 person

1 mention

Howard Lindzon @howardlindzon · Dec 13, 2022

From Twitter

Must read today on the fraud by @SBF_FTX

Article Dec 13, 2022

How to Do Fraud at a Futures Exchange

by Matt Levine

Recommended by 1 person

1 mention

Howard Lindzon @howardlindzon · Dec 13, 2022

From Twitter

interesting thread ….

Tweet Dec 13, 2022

I’ve been doing angel investing for about 10 years. I’ve probably made close to 100 investments. But, after a few years of doing it, I came to realize it was almost impossible for me to make money at it. 🧵

by Marc Randolph

Recommended by 1 person

1 mention

Howard Lindzon @howardlindzon · Nov 22, 2022

From Twitter

Really excited for Rob and @OnRallyRd to get this collection launched. They have been so creative and patient thinking through the utility and benefits ...good thread for any NFT enthusiast wanting to learn...

Tweet Nov 22, 2022

We launch our NFT collection @OnRallyRd in 4 days. ...a huge THANK YOU to the founders and the projects I’ve been able to learn from first-hand, and the communities that I’ve seen continue to win in a tough market Heres some of the winners so far,