Misfit Alpha
@misfit-alpha.bsky.social
A FinTwit nomad (currently in 🇬🇪)
I write about the underappreciated champions of buy-and-hold investing. Subscribe here and get 25% off: https://www.misfitalpha.com/bluesky
I write about the underappreciated champions of buy-and-hold investing. Subscribe here and get 25% off: https://www.misfitalpha.com/bluesky
@dannyheifetz.bsky.social @craighorlbeck.bsky.social @dannybkelly.bsky.social
The slander against the school where Chip Kelly got his start (UNH) will not stand.
The slander against the school where Chip Kelly got his start (UNH) will not stand.
November 30, 2025 at 6:24 AM
@dannyheifetz.bsky.social @craighorlbeck.bsky.social @dannybkelly.bsky.social
The slander against the school where Chip Kelly got his start (UNH) will not stand.
The slander against the school where Chip Kelly got his start (UNH) will not stand.
They must have had @buckquivas.bsky.social in mind when they made the party favors this year
November 16, 2025 at 2:04 PM
They must have had @buckquivas.bsky.social in mind when they made the party favors this year
Of all the remakes out there. How is this one still sitting on the shelf?
Robert Redford’s filmmaking legacy includes a significant contribution to the sports movie: “Downhill Racer.” Columnist Jason Gay on the enduring influence of Redford’s skiing masterpiece.
Robert Redford Made a Sports Movie Masterpiece—but It’s Not ‘The Natural’
The skiing-obsessed movie star’s “Downhill Racer” was an innovative sensation which still holds up today.
on.wsj.com
September 18, 2025 at 1:34 PM
Of all the remakes out there. How is this one still sitting on the shelf?
My son explains Bro podcast culture
September 16, 2025 at 4:05 PM
My son explains Bro podcast culture
🇬🇪🇬🇪🇬🇪 🇬🇪🇬🇪🇬🇪🇬🇪🇬🇪🇬🇪🇬🇪🇬🇪🇬🇪🇬🇪🇬🇪🇬🇪🇬🇪🇬🇪🇬🇪🇬🇪🇬🇪🇬🇪🇬🇪🇬🇪🇬🇪🇬🇪🇬🇪🇬🇪🇬🇪🇬🇪🇬🇪🇬🇪🇬🇪
Big upset win for Georgia over Spain (even acknowledging that Spain is down right now)!
Sandro Mamukelashvili went for 19/7/6. Goga Bitadze had 15 points and 5 rebounds.
Santi Aldama had 12 points to Spain, but shot just 5-for-15 from the field.
Sandro Mamukelashvili went for 19/7/6. Goga Bitadze had 15 points and 5 rebounds.
Santi Aldama had 12 points to Spain, but shot just 5-for-15 from the field.
August 28, 2025 at 3:47 PM
🇬🇪🇬🇪🇬🇪 🇬🇪🇬🇪🇬🇪🇬🇪🇬🇪🇬🇪🇬🇪🇬🇪🇬🇪🇬🇪🇬🇪🇬🇪🇬🇪🇬🇪🇬🇪🇬🇪🇬🇪🇬🇪🇬🇪🇬🇪🇬🇪🇬🇪🇬🇪🇬🇪🇬🇪🇬🇪🇬🇪🇬🇪🇬🇪
They did a remake of The Toxic Avenger? My middle school dreams have come true
August 12, 2025 at 4:26 AM
They did a remake of The Toxic Avenger? My middle school dreams have come true
When 200 defunct biotech startups became crypto treasury companies: good and normal.
When the 201st crypto treasury comes from a Canadian vape shop: Is bubble?!?!
When the 201st crypto treasury comes from a Canadian vape shop: Is bubble?!?!
The crypto market's bullishness may be tipping into speculative frenzy, if the latest MicroStrategy-style copycat is any indication.
MicroStrategy copycats are getting out of control as Canadian vape company joins fray
The crypto market's bullishness may be tipping into speculative frenzy, if the latest MicroStrategy-style copycat is any indication.
cnb.cx
July 30, 2025 at 3:17 AM
When 200 defunct biotech startups became crypto treasury companies: good and normal.
When the 201st crypto treasury comes from a Canadian vape shop: Is bubble?!?!
When the 201st crypto treasury comes from a Canadian vape shop: Is bubble?!?!
“Did you remember to reset the geofencing on our electric scooters?”
“Sure did!!!”
“Sure did!!!”
July 11, 2025 at 3:21 PM
“Did you remember to reset the geofencing on our electric scooters?”
“Sure did!!!”
“Sure did!!!”
It’s 2025 and my 4yo favorite song is “Hold my hand” by Hootie & the Blowfish
I don’t know how we ended up here, but I think I’m ok with it
I don’t know how we ended up here, but I think I’m ok with it
July 3, 2025 at 4:59 PM
It’s 2025 and my 4yo favorite song is “Hold my hand” by Hootie & the Blowfish
I don’t know how we ended up here, but I think I’m ok with it
I don’t know how we ended up here, but I think I’m ok with it
The person who designed this pool is the most juvenile person ever.
May 10, 2025 at 4:32 PM
The person who designed this pool is the most juvenile person ever.
Reposted by Misfit Alpha
Great way to start our last day in Omaha! @misfit-alpha.bsky.social @marketmusician.bsky.social
May 4, 2025 at 2:07 PM
Great way to start our last day in Omaha! @misfit-alpha.bsky.social @marketmusician.bsky.social
The Pontiac Aztek’s Cubism period
Do you worry that your Cybertruck doesn’t look stupid enough? We’ve got just the product for you!
April 29, 2025 at 12:20 PM
The Pontiac Aztek’s Cubism period
Réunion has its own tariff rate? It’s a French department. That’s like having a specific tariff for the US and a separate one for Hawaii
April 3, 2025 at 6:14 PM
Réunion has its own tariff rate? It’s a French department. That’s like having a specific tariff for the US and a separate one for Hawaii
I really thought the $NMAX thing was gonna get the full @matt-levine.bsky.social treatment today.
April 1, 2025 at 7:18 PM
I really thought the $NMAX thing was gonna get the full @matt-levine.bsky.social treatment today.
Newsmax #$NMAX went public yesterday and its stock is up 1,000% in less than 48 hours of trading.
The offering was seemingly built to be a meme stock
open.substack.com/pub/misfital...
The offering was seemingly built to be a meme stock
open.substack.com/pub/misfital...
The Birth of a Meme Stock: Newsmax Inc. (NMAX) IPO
A stock seemingly built to be memed.
open.substack.com
April 1, 2025 at 2:44 PM
Newsmax #$NMAX went public yesterday and its stock is up 1,000% in less than 48 hours of trading.
The offering was seemingly built to be a meme stock
open.substack.com/pub/misfital...
The offering was seemingly built to be a meme stock
open.substack.com/pub/misfital...
Wait, Sacramento has a brutalist version of Chichen Itza?
MICHAEL BUSCH AND DANSBY SWANSON JUST WENT BACK TO BACK
(📸: Marquee Sports Network)
(📸: Marquee Sports Network)
April 1, 2025 at 4:27 AM
Wait, Sacramento has a brutalist version of Chichen Itza?
Resisting the urge to switch to an IBKR brokerage account
March 28, 2025 at 6:36 PM
Resisting the urge to switch to an IBKR brokerage account
I dont’t post much, especially about my newsletter (too self conscious? Not thirsty enough?)
But the CoreWeave #$CRWV IPO is garnering attention. Its ownership structure is a pervasive problem among too many companies these days and I felt obligated to mention it
open.substack.com/pub/misfit-a...
But the CoreWeave #$CRWV IPO is garnering attention. Its ownership structure is a pervasive problem among too many companies these days and I felt obligated to mention it
open.substack.com/pub/misfit-a...
CoreWeave's (CRWV) IPO and Creeping Corporate Autocracy
Some things matter more than a SWOT analysis
open.substack.com
March 27, 2025 at 4:06 PM
I dont’t post much, especially about my newsletter (too self conscious? Not thirsty enough?)
But the CoreWeave #$CRWV IPO is garnering attention. Its ownership structure is a pervasive problem among too many companies these days and I felt obligated to mention it
open.substack.com/pub/misfit-a...
But the CoreWeave #$CRWV IPO is garnering attention. Its ownership structure is a pervasive problem among too many companies these days and I felt obligated to mention it
open.substack.com/pub/misfit-a...
Some more highlights from Racha 🇬🇪backcountry.
Great snow, incredible views, challenging climbs, fabulous skiing
Great snow, incredible views, challenging climbs, fabulous skiing
March 22, 2025 at 6:00 PM
Some more highlights from Racha 🇬🇪backcountry.
Great snow, incredible views, challenging climbs, fabulous skiing
Great snow, incredible views, challenging climbs, fabulous skiing
I just spent 7 hours dragging someone with a shattered pelvis out of the backcountry
Never ski in the backcountry solo
Never ski in the backcountry solo
March 20, 2025 at 2:45 PM
I just spent 7 hours dragging someone with a shattered pelvis out of the backcountry
Never ski in the backcountry solo
Never ski in the backcountry solo
More Racha 🇬🇪 backcountry, day 2
6.2 mi/5,200 ft elevation climb & ski
Snow was a little sun baked, but firm enough we could hit some steeper descents without too much avalanche risk.
6.2 mi/5,200 ft elevation climb & ski
Snow was a little sun baked, but firm enough we could hit some steeper descents without too much avalanche risk.
March 17, 2025 at 12:54 PM
More Racha 🇬🇪 backcountry, day 2
6.2 mi/5,200 ft elevation climb & ski
Snow was a little sun baked, but firm enough we could hit some steeper descents without too much avalanche risk.
6.2 mi/5,200 ft elevation climb & ski
Snow was a little sun baked, but firm enough we could hit some steeper descents without too much avalanche risk.
For the next week, this account has officially transitioned to a backcountry skiing blog.
Greater Caucasus Mountains, Racha, Republic of Georgia 🇬🇪
Greater Caucasus Mountains, Racha, Republic of Georgia 🇬🇪
March 16, 2025 at 12:52 PM
For the next week, this account has officially transitioned to a backcountry skiing blog.
Greater Caucasus Mountains, Racha, Republic of Georgia 🇬🇪
Greater Caucasus Mountains, Racha, Republic of Georgia 🇬🇪
I feel like I saw a bunch of maps like this circa 2007-2010 talking about the trillions of $$$ in mineral wealth in Afghanistan.
How did that work out?
How did that work out?
February 26, 2025 at 3:16 PM
I feel like I saw a bunch of maps like this circa 2007-2010 talking about the trillions of $$$ in mineral wealth in Afghanistan.
How did that work out?
How did that work out?
Bad computer generated translations are always entertaining
February 25, 2025 at 7:43 AM
Bad computer generated translations are always entertaining
@craighorlbeck.bsky.social @dannybkelly.bsky.social @dannyheifetz.bsky.social seems relevant to your most recent show
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...
Hooters in Talks to Prepare a Bankruptcy Filing in Coming Months
Hooters of America is working with creditors on a plan to restructure the business through bankruptcy court in the coming months, according to people with knowledge of the arrangements.
www.bloomberg.com
February 21, 2025 at 8:21 PM
@craighorlbeck.bsky.social @dannybkelly.bsky.social @dannyheifetz.bsky.social seems relevant to your most recent show
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...