Ari Sass @FullySynergized

I like adjusted, pro forma, fully synergized, constant currency, non-GAAP EBITDA and Shaw Brothers martial arts films. mdsass.com New York, USA Joined June 2017

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Ari Sass @FullySynergized

4 months ago

DeepSeek went from power demand bear case to maybe even the bull case

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Ari Sass @FullySynergized

5 months ago

No way Bessent truly believes half of what he’s saying.

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GDNow pegs Q1 GDP growth @ -2.8% and likely directionally correct. This was before the tariff policy which kills Q2 So why is Polymarket recession odds at 56% and why is market not pricing in a recession (typical recession driven drawdowns much worse than this).

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Ari Sass @FullySynergized

6 months ago

What’s a multi year investable theme irrespective of geopolitical cross-currents. I’ll start. Senior housing. $WELL

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Ari Sass @FullySynergized

6 months ago

Time will tell if they overpaid for Wiz (probably did) but “duration” investors losing their minds over the fact that GOOG bought Wiz rather than 1% of their market cap is wild.

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Ari Sass @FullySynergized

8 months ago

We quickly went from 'DOGE will kill the defense budget' to 'how much will the defense budget grow?'

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Ari Sass @FullySynergized

8 months ago

Sports content owners, like F1, once feared streamers would limit viewership. Turns out, streaming may expand audiences, not shrink them.

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Ari Sass @FullySynergized

8 months ago

Annuity stocks understandably hated for so long. But with strong demographic tailwinds, higher rates and much better product structures what’s the bear case now? Seems like a sector ripe for multiple expansion over the next few years absent a bad credit cycle. $EQH $CRBG $LNC

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Ari Sass @FullySynergized

9 months ago

$AVGO's estimate of the size of the custom ASIC market in a few years is massively higher than what $MRVL guided for just a few months ago. Many thought MRVL was aggressive at the time and now it's looking very conservative...

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Ari Sass @FullySynergized

9 months ago

Assuming $CP is a reasonable proxy, equity investors appear way more worried about Mexico tariffs impact than macro/FX traders. Peso barely budged since mid-September while CP can't catch a bid.

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Ari Sass @FullySynergized

11 months ago

Funds managed by Dyal (owned by OWL) own a piece of Iconiq who is a large shareholder of OWL. Iconiq sells a business to OWL and structures a shared services agreement. My head is spinning.