Elliot Turner
@elliotturn.bsky.social
Dad. RGA Investment Advisors. Soundview Equity Partners. GARP investor. Mets, Jets, Isles fan. Compulsive reader. In awe of nature. Co-host @twiii_podcast.
Please feel free to chime in by responding to these tweets with any thoughts or comments. I hope you all enjoy!
November 20, 2025 at 5:56 PM
Please feel free to chime in by responding to these tweets with any thoughts or comments. I hope you all enjoy!
Two recent op-eds from Justin worth reading for context are
1) "This Is How the AI Stock Boom Plays Out"
www.bloomberg.com/opinion/arti...
1) "This Is How the AI Stock Boom Plays Out"
www.bloomberg.com/opinion/arti...
This Is How the AI Stock Boom Plays Out
In the years after the internet stock boom-and-bust of the late 1990s and early 2000s, financial economists searched for more satisfying explanations of what had happened than “investors went crazy.” ...
www.bloomberg.com
November 20, 2025 at 5:56 PM
Two recent op-eds from Justin worth reading for context are
1) "This Is How the AI Stock Boom Plays Out"
www.bloomberg.com/opinion/arti...
1) "This Is How the AI Stock Boom Plays Out"
www.bloomberg.com/opinion/arti...
In August 2011 I interviewed Justin shortly after the Flash Crash and we had a fascinating conversation that beautifully withstands the test of time.
dropbox.com/scl/fi/681c2ecg9s6howf0picj0/Justin-Fox-Interview-August-2011.pdf?rlkey=kx6xu1du455k4zk28y6rbtrvp&st=9ixb05g4&dl=0
dropbox.com/scl/fi/681c2ecg9s6howf0picj0/Justin-Fox-Interview-August-2011.pdf?rlkey=kx6xu1du455k4zk28y6rbtrvp&st=9ixb05g4&dl=0
dropbox.com
November 20, 2025 at 5:56 PM
In August 2011 I interviewed Justin shortly after the Flash Crash and we had a fascinating conversation that beautifully withstands the test of time.
dropbox.com/scl/fi/681c2ecg9s6howf0picj0/Justin-Fox-Interview-August-2011.pdf?rlkey=kx6xu1du455k4zk28y6rbtrvp&st=9ixb05g4&dl=0
dropbox.com/scl/fi/681c2ecg9s6howf0picj0/Justin-Fox-Interview-August-2011.pdf?rlkey=kx6xu1du455k4zk28y6rbtrvp&st=9ixb05g4&dl=0
The Jack discount.
March 14, 2025 at 11:15 AM
The Jack discount.
Funding might actually INCREASE for spend at tools companies
March 13, 2025 at 11:56 AM
Funding might actually INCREASE for spend at tools companies
Yes!!! Love that example. Litho, filters, chemicals all with common histories.
Fwiw I find RVTY very interesting.
Fwiw I find RVTY very interesting.
January 29, 2025 at 12:58 AM
Yes!!! Love that example. Litho, filters, chemicals all with common histories.
Fwiw I find RVTY very interesting.
Fwiw I find RVTY very interesting.
Look at Eckert's lack of subtlety on his LinkedIn. Every single work experience pre Permira has the same one liner. This guy finds exits:
December 20, 2024 at 11:59 AM
Look at Eckert's lack of subtlety on his LinkedIn. Every single work experience pre Permira has the same one liner. This guy finds exits:
A couple gems and more than a few dogs over the past 12 years.
December 14, 2024 at 3:27 PM
A couple gems and more than a few dogs over the past 12 years.
I like the higher signal to noise and relative quiet here. The right people will find their way.
December 13, 2024 at 12:54 PM
I like the higher signal to noise and relative quiet here. The right people will find their way.