Nick Nemeth (Mispriced Assets)
@NickNemo17 • 39,005 subscribers
Talking markets and building a SMID-cap fund. Unhedged views on stocks, economics, & crypto + everything else. Top 50 Finance Substack.
Videos
There is no moat? CC: Gavin Baker jack
Nick Nemeth (Mispriced Assets)50,344 просмотров • 7 дней назад
The smart money is the subprime this time.
Nick Nemeth (Mispriced Assets)263,599 просмотров • 4 месяцев назад
What’s happening in insurance is 100x bigger than Enron:
Nick Nemeth (Mispriced Assets)227,750 просмотров • 7 месяцев назад
“Then plunges in the Southern waves, Dipt over head and ears—in debt.”
Nick Nemeth (Mispriced Assets)70,567 просмотров • 4 месяцев назад
Gotta love the sports guys taking the torch. Thanks Max Kellerman. You inspired what’s coming tomorrow!
Nick Nemeth (Mispriced Assets)38,193 просмотров • 2 месяцев назад
This gave me aids: Blackstone Moody's Ratings
Nick Nemeth (Mispriced Assets)57,637 просмотров • 6 месяцев назад
I took a bearish post on $CRSR well outside of the bounds necessary to make my case, or bring attn to the dialectic. To that I apologize to David Orr . I made errors on his private fund, and $ORR is not the worst ETF. To Clifford Asness , I concede. Will continue to take note of your views for my own journey. HML_Compounder Yellowbrick Investing Farmer I was a dick. Wish you all the best.
Nick Nemeth (Mispriced Assets)40,151 просмотров • 5 месяцев назад
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