“Additional New Capital" REITRob @HedgeyeREITs
REIT Sector Head | Non-Cash AFFO Finder | Fraud Disrespector | Tranum Wants His Cash Back... | RTs/Likes not Endorsements | https://t.co/LnYGIEhuol Joined February 2019-
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Read the tweet/X from @viceroyresearch. Anyone doing business with $MPW & @Steward should pay attention. That includes bondholders, ABL 'financiers', or... Aldag, Viceroy Research hasn't finished with MPW... Now back to $ABR (update coming) $GL &...
Read the tweet/X from @viceroyresearch. Anyone doing business with $MPW & @Steward should pay attention. That includes bondholders, ABL 'financiers', or... Aldag, Viceroy Research hasn't finished with MPW... Now back to $ABR (update coming) $GL &... https://t.co/NHHQ2nLWBI
Is it blue windbreaker time? $MPW state.gov/wp-content/upl…
Is it blue windbreaker time? $MPW state.gov/wp-content/upl… https://t.co/DJTbwpgWb1
Come again? 👀👀 $MPW @Steward
Oh this is interesting... @Steward $MPW "Several people and companies have been identified as money laundering suspects in connection to the Vitals inquiry. MaltaToday understands that action can be expected to be taken against several individuals and companies, which probably…
LOL Yellen: People generally are better off despite price increases, but we have more work to do reduce living costs
Not many companies are like $GL. The devastating elements shouldn't be ignored. Insurance is a household product would you want them selling it to you?
Not many companies are like $GL. The devastating elements shouldn't be ignored. Insurance is a household product would you want them selling it to you?
$GL continues to shock us. When writing a report, you often get conditioned to how bad things are in a rotten company. Amazingly, we had a DDoS attack on our site at the exact same time. I'm pretty sure it's not Globe Life but dirty antics by someone! @Cloudflare are legends!
$GL continues to shock us. When writing a report, you often get conditioned to how bad things are in a rotten company. Amazingly, we had a DDoS attack on our site at the exact same time. I'm pretty sure it's not Globe Life but dirty antics by someone! @Cloudflare are legends!
- Globe Life co-CEO Frank Svoboda boasted in their Q1 2024 earnings call that Zinsky sought to “dismiss her claims without obtaining any relief or payment”. This grossly undersells the complexity of the situation which is visible in the transcript of the event. $GL 27/
https://t.co/2Me6Wvx9il
“Project Phoenix” The phoenix is a MYTHICAL immortal bird that cyclically regenerates or is otherwise born again. Keyword: MYTHICAL
Looks like $MPW trying to sell portfolio of FSERs in TX.
Recap of recent sales from $MPW, from those who think they don’t sell below book: - Prime for 350mm/250mm cash versus 415mm cost, - Commonspirit 1.059bn and highly structured vs. 1.2bn gross cost, doubtful they get anything else out and would be in 4 years at earliest, -…
Wouldn't it be funny/perfect, if $MPW included a PIK component to any secured financing? They are going to need to come up with sources to fund any of the scenarios below to @Steward. This would (1) allow them to get it over the line perhaps, but (2) create an opportunity for…
Wouldn't it be funny/perfect, if $MPW included a PIK component to any secured financing? They are going to need to come up with sources to fund any of the scenarios below to @Steward. This would (1) allow them to get it over the line perhaps, but (2) create an opportunity for…
Got a lot harder for $MPW to lend money to its tenants in 2022, between the scrutiny and the lack of access to capital. No equity raised for first time in a decade. And what happened? The thing fell apart and the dividend was cut once so far. No NEW money from new investors to…
Got a lot harder for $MPW to lend money to its tenants in 2022, between the scrutiny and the lack of access to capital. No equity raised for first time in a decade. And what happened? The thing fell apart and the dividend was cut once so far. No NEW money from new investors to…
Hedgeye @Hedgeye
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Asteroid, por favor.
The last time there was this divergence between @Hedgeye/@KeithMcCullough and the market consensus was in late 2021. We know how that turned out. All eyes are on FOMC and Powell. Will the fed come out hawkish tomorrow or maintain their doveish tone? #DataDrivenProcess…
$PINS
$BYON This has been one heck of a blackout period. I hope you deliver the goods @marcuslemonis. Godspeed.
@HedgeyeREITs @Steward This made my day!!!!!
$GL's RBC is propped by non-admitted assets, such as loans to agents (which are inflated because of AIL's enormous churn). If GL were to correctly classify its agent receivables as non-admitted assets, it would be forced to into a capital-level improvement plan with NAIC.
@HedgeyeREITs @Steward Lol. Money laundering is bullish for the stock, right? Absolute clowns. 🤡
aaaaannnnd...scene. @HedgeyeREITs @KeithMcCullough
Breaking: Ralph De La Torre’s, Konrad Mizzi’s and Joseph Muscat’s assets are to be seized as they will be arraigned over money laundering. $MPW It's been fun. markcamilleri.org/2024/04/30/bre…
Arias, AIL’s second highest earner, was accused by his youth program charity's director of - recruiting minors for AIL and SCI. - “firsthand knowledge of Arias engaging in inappropriate sexual conversations and conduct with minors as young as 12 and 13 years old”. $GL
Oh no! $MPW Where is the yacht?!?
Breaking: Ralph De La Torre’s, Konrad Mizzi’s and Joseph Muscat’s assets are to be seized as they will be arraigned over money laundering. $MPW It's been fun. markcamilleri.org/2024/04/30/bre…
@viceroyresearch I hope you share with Senators Elizabeth Warren & Edward Markey I’m they would be very interested..!!! $MPW
@HedgeyeREITs @Steward best news of the week hands down lets go
Read the tweet/X from @viceroyresearch. Anyone doing business with $MPW & @Steward should pay attention. That includes bondholders, ABL 'financiers', or... Aldag, Viceroy Research hasn't finished with MPW... Now back to $ABR (update coming) $GL &...
Breaking: Ralph De La Torre’s, Konrad Mizzi’s and Joseph Muscat’s assets are to be seized as they will be arraigned over money laundering. $MPW It's been fun. markcamilleri.org/2024/04/30/bre…
@HedgeyeREITs @Steward You’d think health care real estate would be boring
@HedgeyeREITs @Steward @markcamilleri5 has done some great work here!