WHAT ARE WE DOING? “Contrarians At The Gate”
Danny, Vinnie and Porter, Vincent Daniel, Porter Collins, Daniel MosesWHAT 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 | 162 | Founded | a year ago | Last Issue | 9 days ago |
| Active | |||||
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whatarewedoingonthedesk.substack.co...Latest Issues
WHAT ARE WE DOING? NFL SURVIVAL POOL
Join The Donkeys & Enter The Pool (free for paid subscribers)
Since Vinnie and Porter will need to cheer for teams other than the New York Jets, we are creating our own NFL Survivor Pool. Danny will more than likely just choose the team pl...
Working Longs & Shorts, What A Way To Make A Living
Your favorite donkeys are working 9 to 5
In this week’s Friday Night Dirty the guys pay homage to Dolly Parton and somehow reference Ocean’s Eleven, Braveheart, The Untouchables and the Harlem Globetrotters all in one episode!
Mr. Ness, Everyone Knows What the Shorts Are
Our Current View on Shorting Stocks
Last week, the WAWD crew had the pleasure of spending time together in New York City and attending events that rekindled memories of running a hedge fund with external capital. Hat tip to Porter’s brothe...
ON THE TAPE with Ned Michaels
Great timing to welcome back PGA Tour Live commentator and former pro golfer Ned Michaels to talk about golf and the markets. We preview this week’s Tour Championship and discuss the PGA Tour’s new 2028 relegation-style format and the great...
Following The Yellow Brick Road
We’re off to see the Wizard!
The theme for the Friday Night Dirty this week is “Follow The Yellow Brick Road” (GOLD) as Scott Bessent (The Wizard) continues to play “Whac-A-Mole” (see our note from August 5th) to help stabilize the Treasur...
Audience Metrics
Subscribers, engagement, traffic and sponsorship for WHAT ARE WE DOING? “Contrarians At The Gate”.
| Subscribers | Engagement | 80 | Monthly Web Visits | ||
|---|---|---|---|---|---|
| Accepts Sponsors | Estimated Cost per Ad | ||||
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Where WHAT ARE WE DOING? “Contrarians At The Gate” ranks on Google, and how much search traffic it brings in.
| Ranked Keywords | 261 | Monthly Search Traffic | Top Keywords |
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Chart Rankings
How this newsletter ranks in the official Substack charts.
| #29 | |
| #55 |
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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