WHAT ARE WE DOING? “Contrarians At The Gate”
Danny, Vinnie and Porter, Porter Collins, Danny Moses, Vincent DanielWHAT ARE WE DOING? (WAWD) is the Substack newsletter where Wall Street outsiders Danny Moses, Vincent Daniel, and Porter Collins, famously portrayed in "The Big Short," pull back the curtain on markets, investing and more!
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 190 | Founded | a year ago | Last Issue | 3 days ago |
| Active | |||||
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whatarewedoingonthedesk.substack.co...Latest Issues
The Donkeys share their thoughts on the markets post midterms.
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‘Look How They Massacred My Boy’
Assessing the Carnage in the Non-AI Market
Let’s peer into the mind of Vito Corleone as he is presented with one of most horrible sights imaginable: not only the death of his oldest son, but a son murdered by his enemies in a manner so bru...
AI Stocks, You Oughta Know By Now
Money is Movin’ Out of Tech
The theme song this week, “Movin Out”, pretty much encapsulates what investors are doing with their A.I. related stocks, and what the boys are dong with some of their positions.
ON THE TAPE with Clear Street
Danny and Vinnie are interviewed by their friend, Puneet Pardasani, Clear Street’s head of Institutional Sales and Sales Trading. Puneet, along with other call participants, ask Danny and Vinnie questions about their Wall Street experiences...
Another Haircut with Avy the Barber
Padilla returns to Florida
This is the third in our “Avy the Barber” series, following our previous notes in December 2025 and March 2026. For those who missed those, let me just say that I typically see Avy every three to four weeks while...
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| Accepts Sponsors | Estimated Cost per Ad | ||||
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Authors
The writers behind this newsletter.
Welcome to "What Are We Doing" (WAWD), the Substack newsletter where Wall Street outsiders—Danny Moses, Vincent Daniel, and Porter Collins, famously portrayed in "The Big Short" pull back the curtain on markets and investing.
Partner of Seawolf Capital (family office) and WGJ Capital. Known for being part of the movie and book, the Big Short- Value investor at heart. I can be found on Substack via [email protected] or as VD718 on Twitter
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