Porter Collins @Seawolfcap
Co-Founder of Seawolf Capital. Value investor, short seller and 2 time Olympian. Always looking for the next Big Short. Texas, USA Joined April 2012-
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Happy for @grahamfarrar and @kylekazanceo with the re-schedule news.. Now Uplisting becomes a REALITY @GlassHouseBR $Glasf
After the FMX deal, $BGC now trades at 6x earnings with mid-teens growth for the next 3 years. We think the next stop is 2x from here.
After the FMX deal, $BGC now trades at 6x earnings with mid-teens growth for the next 3 years. We think the next stop is 2x from here.
Huge news today for $BGC, big growth ahead. Core business continues to accelerate. Very cheap stock. Great chart.
Huge news today for $BGC, big growth ahead. Core business continues to accelerate. Very cheap stock. Great chart.
“By the end of last year, ARK funds had destroyed more wealth than any other asset manager over the previous decade, losing investors a collective $14.3 billion”. Their analysis was and continues to be laughable.
“By the end of last year, ARK funds had destroyed more wealth than any other asset manager over the previous decade, losing investors a collective $14.3 billion”. Their analysis was and continues to be laughable.
Seems like sound long term policy….
No matter who wins the election, I think gold/hard assets will continue to be the release valve.
It's funny to me that people are still talking about cuts. The economy and inflation are running hot because financial conditions are extremely easy and the massive deficit spending during full employment. At some point (not now) reversion to the mean will be a bitch.
It's funny to me that people are still talking about cuts. The economy and inflation are running hot because financial conditions are extremely easy and the massive deficit spending during full employment. At some point (not now) reversion to the mean will be a bitch.
Another classic TSLA pump...They already have way too much inventory. Not close to a bottom.
Another classic TSLA pump...They already have way too much inventory. Not close to a bottom.
Bad is Good pracap.com/bad-is-good/
Why exactly are the taxpayers on the hook for this?
Why exactly are the taxpayers on the hook for this?
Underdog Grand Canyon University is competing against Alabama today for a trip to the Sweet 16. Never heard of it, so just googled and learned a lot! For starters, GCU is the first predatory, for-profit school to compete in NCAA sports.
"We want you to win, but we don't want the price at the pump to go up. Our election win is more important"
The yellow metal liked what it saw at 2pm. While the median barely held on at three cuts, at the end of the day, GDP was revised up, core inflation was revised up (higher NGDP) and the median dot was unchanged. That's dovish.
Once again, the Fed did this to themselves.
Inflation is really being driven by rent and services now. Let me highlight a few: Auto insurance: 20.6% -->Largest increase since 1976 Nonprescription drugs: 9.2%-->Largest ever Repair of household items: 18.2% -->Largest ever Sport events: 13.5%
Inflation is really being driven by rent and services now. Let me highlight a few: Auto insurance: 20.6% -->Largest increase since 1976 Nonprescription drugs: 9.2%-->Largest ever Repair of household items: 18.2% -->Largest ever Sport events: 13.5%
Marc Cohodes @AlderLaneEggs
174K Followers 680 Following No Greater Motivator Than Disrespect.“Its not what they call you,but what you answer to".All Bat or 🪓Tweets NOT TO BE TAKEN AS THREATS."I Save All Receipts"Kuppy @hkuppy
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536 Followers 191 FollowingTesla FSD v12 is a game changer. No wait, this a Waymo from a year ago. Waymo is backed by Google, whose robotaxi concept Musk copied, but then he cheapened out on sensors. 5 years after Musk promised unsupervised FSD/robotaxis, exactly 0 have materialized.
@Seawolfcap @YieldDog1 All about incentives and free helps but if the CME is approved for cash clearing, one pot will be another incentive. I don’t disagree with your thesis just pointing out he’s tried this before. Does appear he has better partners this time.
$GLASF is up over 13% on the news.👇
*DEA MOVES TO RECLASSIFY MARIJUANA AS LESS DANGEROUS DRUG: AP
$CHGG is now down 50%+ since The Bear Cave's investigation on January 4 I believe Chegg is an ultimate zero and will continue to be a great short Read @BearCaveEmail
@AlderLaneEggs @Seawolfcap @grahamfarrar @kylekazanceo @GlassHouseBR Glass House Brands $GLASF is now SMOKIN!!
BGC Group $BGC #StocksInFocus #StockToWatch
After the FMX deal, $BGC now trades at 6x earnings with mid-teens growth for the next 3 years. We think the next stop is 2x from here.
52 wk high for $ASC $GOGL $INSW 🥳 (new) 52 wk low for $BORR 😥
@DataDInvesting @Seawolfcap its recent Q TBV bump is mostly from issuing equity at a premium. Not that Organic to me.
Great way to end the semester: @kevinburkhardt speaking via zoom tonight to my @NewhouseSports class. Big thanks to Kevin, one of the good guys, for sharing advice and insight with future journalists. His story is so inspiring. #SyracuseU
@LimeyL3af @DevonGuerrero @calebhannan @Seawolfcap @JamesVictorino2 Tesla is at 150 miles per disengagement and Waymo is over millions of miles. Tesla is not in the discussion. When it is a t10s of thousands of miles let’s chat If Tesla ever got close to applying for a self-driving permit it would be limited to a small area. No. national permits
The separation of Reserves & Rates works really well when Inflation comes off a mega peak… but once inflation floors & re-accelerates there could be some serious issues that have to be reconciled with the QE Floor System itself…. Then add in Basel III End Game uncertainty.
Buccaneers win 13-4! Lefty goes 2/2/2/2 with her first two fr fr hits including this frozen rope between short and third. Spent two hours in the cage yesterday and was worth every minute just to see the look on her face…proud dad moment. ❤️⚾️🧢🏟️
@EvanRobertsWFAN Caught the perfect opponent - Sunday night road team coming off tough walk-off loss.
@Dougielarge @goeojr @waltergold210 @AMCScam @wheels42069 @sunnycorax @MindandEmotion7 No worries Doug. Happy $VIRT shareholder here 👍
ECPG and PRAA mgmt after realizing $sofi is worried about delinquency rates in their personal loan portfolio
@calebhannan @JonBryant421 @Seawolfcap Caleb, you claim Baidu does not have ADAS tech? $TSLA prnewswire.com/news-releases/…
Not a single automaker has licensed Musk’s perpetually defective FSD (rebranded “supervised FSD”) Meanwhile numerous automakers, including Tesla, have licensed Baidu’s tech 😝 $BIDU has had robotaxis in China since 2022. $TSLA has yet to roll out a single robotaxi 😂
Baidu earnings call 3/26/22. They will sell their leading auto solution to anyone who pays. Tesla should have done this years ago
@calebhannan @Seawolfcap @JamesVictorino2 Baidu has robotaxis and is successfully expanding. Tesla has no autonomous product. It hasn’t even started testing an autonomous vehicle. You see Guidehouse and the rest do actual research. They don’t just regurgitate Tesla fan myths.