Sterling Capital @jay_21_
New York, NY Joined July 2014-
Tweets29K
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Following750
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AI, data centers, and energy transition: the last Hail Mary $ALTS ft.com/content/8cc809…
Ohh $CZR One day this will work....just no idea when
Looks like mark downs continue in some vehicles I find it tougher to peak around the corner on this one. Seems like he will launch an energy strategy but doesnt feel like a gimmie wrt to fundraising the way DBPIII and credit did $DBRG
$TREE up ~25% today and has an awful 5yr chart Any thoughts on the future of this business? Under a different housing macro can it regain a lot of the lost value over past few years?
Lets get those tables up and running! $GLXZ
Senior housing capital markets from $WELL
I love this Knicks team 6'7" OG Anunoby plays 47 minutes and guards Embid for most of the 4th qtr and gives him trouble youtube.com/watch?v=Yj_d3w…
Potential green shoots in housing normalization
I think there are many different eras of Wall Street and books about each of them (eg Den of thieves, Liars Poker, LTCM, Big Short, King of Capital) Do ppl think about Silicon Valley the same way? If so, what are the best books to read on each era?
Great chart - can really see the supply / demand dynamic With this rate backdrop seems like EHS will stall out for awhile while inventory grows; prices will start moderating
Great chart - can really see the supply / demand dynamic With this rate backdrop seems like EHS will stall out for awhile while inventory grows; prices will start moderating
Winning is a lifestyle
$LADR starting to see some attractive equity opportunities (even office) compared to AAA CLOs and TSYs Getting into the later cycle now?
Providing capital to an industry where no one else is doing us (in fact others are harvesting capital) is generally a good place to look When that industry suddenly shifts from headwinds to tailwinds…..watch out! $SNDA
Providing capital to an industry where no one else is doing us (in fact others are harvesting capital) is generally a good place to look When that industry suddenly shifts from headwinds to tailwinds…..watch out! $SNDA
InnocenceCapital.AI (.. @InnocenceCapit1
13K Followers 1K Following Because I am an innocent man. This is the end of the innocence. Not investment advice. Do your own work. Relentlessly pragmatic. You are all “Pedo Guys”.
Pythia Capital, Baron.. @PythiaR
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modest proposal @modestproposal1
101K Followers 807 Following I shall now therefore humbly propose my own thoughts, which I hope will not be liable to the least objection. https://t.co/NuC25VaSff
Lawrence Hamtil @lhamtil
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Gavin Baker @GavinSBaker
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Mike @NonGaap
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Dave Waters @alluvialcapital
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Steads @winsteadscap
10K Followers 447 Following Analyst. Reiterated Overweight by Roth, Craig-Hallum and Taglich Brothers. Unqualified opinion from Marcum. No investment advice given, opinions only. DYDD.
Hunter 🌆 @rhunterh
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Yaron Naymark @1MainCapital
28K Followers 755 Following Tweets are informational only, never investment advice.
Liberty 💚🥃 @LibertyRPF
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Bill Brewster @BillBrewsterTBB
48K Followers 2K Following “I know this game got valleys and peaks; Expectations for dips; For precipitation we stack chips, hardly.” Be curious, not judgmental. NOT INVESTMENT ADVICE.
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Jester Finance @JesterFinance
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112 Followers 647 Following My philosophy on life is quite simple. I wake up in the morning. I go to sleep at night. And in between I like to occupy myself as best I can.
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Arrakis Global 🇺�.. @ArrakisGlobal
72 Followers 160 Following AI | Energy | Infrastructure | Financials | Yield & Income Global Investor 🌕🪨🏜 "He who controls the spice controls the universe"
William Pulman @wpulman57
411 Followers 437 Following
식스가즘(성인�.. @sixgasm_06
9 Followers 85 Following 여자가 운영하는 사이트 사이트명과 상품명이 변경되서 오는안전배송사이트 식스가즘 카카오톡아이디 sixgasm 식스가즘 오픈카톡 https://t.co/xytwc4QAN4 #성인용품 #커플관계 #자위 #남자기구 #여자기구 #콘돔
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CustomersYachts @Michaelrose102
761 Followers 731 Following Everything comes and goes, may as well trade some paper while we’re at it… Anything about stocks is not advice
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Proproprop.com.sg @jcgoh
270 Followers 2K Following The only free property listing website in Singapore
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InnocenceCapital.AI (.. @InnocenceCapit1
13K Followers 1K Following Because I am an innocent man. This is the end of the innocence. Not investment advice. Do your own work. Relentlessly pragmatic. You are all “Pedo Guys”.
modest proposal @modestproposal1
101K Followers 807 Following I shall now therefore humbly propose my own thoughts, which I hope will not be liable to the least objection. https://t.co/NuC25VaSff
Lawrence Hamtil @lhamtil
31K Followers 2K Following Business collector🚬🏋️♂️🛩️. Tweets are not financial advice & should not be construed as solicitations. They are for informational purposes only.
Mike @NonGaap
32K Followers 2K Following Mostly tweet about investing, governance, strategy, board dynamics, & random equity research topics. DM open..
Dave Waters @alluvialcapital
26K Followers 2K Following Purveyor of fine tweets/xeets. Alluvial Capital Management, LLC since 2014. I buy weird, weird stuff. DMs open. Pittsburgh! https://t.co/2ryxQtceTv
Jeremy Raper @puppyeh1
42K Followers 1K Following Nothing I say/tweet/emoji is investment advice, and is solely for entertainment only. Always DYODD, I am not your fiduciary!
Steads @winsteadscap
10K Followers 447 Following Analyst. Reiterated Overweight by Roth, Craig-Hallum and Taglich Brothers. Unqualified opinion from Marcum. No investment advice given, opinions only. DYDD.
Hunter 🌆 @rhunterh
16K Followers 2K Following Talking REITs for @armadaetfs, Listed real asset situations and other investment truths at Lewis Enterprises / @DailyGalbraith
Yaron Naymark @1MainCapital
28K Followers 755 Following Tweets are informational only, never investment advice.
Ricky Sandler @rsandler21969
26K Followers 420 Following CEO / CIO of Eminence Capital. Stock and market thoughts likely reflect our book. #Badgers #Mets
Bill Brewster @BillBrewsterTBB
48K Followers 2K Following “I know this game got valleys and peaks; Expectations for dips; For precipitation we stack chips, hardly.” Be curious, not judgmental. NOT INVESTMENT ADVICE.
Bread Crumbs Research @breadcrumbsre
23K Followers 530 Following I invest in unrecognized/underappreciated excellence. "Trying to spot a great manager remains a game very much worth playing". Mostly small caps
crossdefault @crossdefault
9K Followers 4K Following once l/s value, FO, now spec/structured sits. my brand is chaos. ex-IB. If it's not levered you aren't doing it right. DMs Open.
junkbondinvestor @junkbondinvest
22K Followers 859 Following Credit analyst. Focus on high yield bonds, leveraged loans, distressed debt, special situations. Lots of satire.
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596 Followers 191 Following Managing Partner of Recurve Capital. No investment advice, views are my own.
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4K Followers 0 Following Research Driven Investing. Tweets are not advice or offers to buy or sell securities. Distribution Sign-Up: https://t.co/Q3kroK9ZDA
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Hillandale - Value In.. @MattH203
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985 Followers 298 Following Co-Founder @ Silver Wave Capital, a senior housing investment firm | To see our deck, DM me or email [email protected] | CFA charterholder
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The Transcript @TheTranscript_
60K Followers 1K Following We write a weekly newsletter of quality quotes from Earnings Calls | Editor: @Skrisiloff | Lead Author: @ekmokaya | Publisher: @Avondaleam |
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The Kinderhook Analys.. @OldKinderhook
462 Followers 439 Following a healthy dose of skepticism. this is not investment advice. do your own research.
@jay_21_ @PrivateEyeCap Yeah, was a bit cryptic. Which assets could possibly fetch a material amount without affecting cash flow? Sounds like unprofitable assets with substantial real estate values but hard to guess which he could have referred to.
#GiancarloStanton aged better than this tweet: youtube.com/watch?v=Vhn62m…
Added a bunch of $CZR some $SBUX and a bit more $SUI. So if you guys wouldn't mind getting wired, gambling away all your $$$ and moving into a trailer park, it'd really help me out.
@jay_21_ The hold piece is just nuts to me I don't think it's all hold, regionals usually better/easier to telegraph But some has to be union contract as well hitting them at the margin in Vegas, those numbers are brutal
@jay_21_ @winsteadscap it wasnt the coffee, it was the avocado toast
@rhunterh I am sympathetic to new management's points but I don't mind Bruce and Catherine on the board, vocal minority with skin in the game. Then becomes not if but when $WSR is sold IMO.
Schanzer is going to win!?
$WSR LEADING PROXY ADVISORY FIRM ISS RECOMMENDS WHITESTONE REIT SHAREHOLDERS VOTE FOR CHANGE USING EREZ ASSET MANAGEMENT'S BLUE PROXY CARD
@stocksonnets @jay_21_ @MickEnglewood well they've been hammering the rcf every quarter like clockwork....
@GrandTokamak I want to know how they are still in business So many landmines over the yrs
@FrankieFF_ Private equity buys companies using a blend of debt and equity
@jay_21_ I found Chaos Monkeys interesting and a good read, regardless of the blunt style of the author. It definitely describes an era in SV
Pennymac posts first-quarter profit of $39M: Loan production income shrank in the first quarter, but the company’s servicing business continues to grow dlvr.it/T5zFWY
It is only a matter of time before CFOs start to question the benefits of public cloud. CEO have long touted the cloud for the cachet of being considered digital-forward. When a company’s capex is now 100% opex, CFOs will need sharpen their pencils in a downturn and push back.
@jay_21_ Bear case would be CoreWeave ramped in CQ4/CQ1 because MSFT couldn’t take MSFT’s allocation from NVDA. But in CQ2 MSFT has DC space available and can take the GPUs. So CW capex down in June and therefore SMCI sales down
The absolute dollars are astonishing. Capex is going to increase from $48B to $184B. But Gross Profit (ex fulfillment expense) is going to go from $208B to $714B.
Episode 10! Breaking down the Utility Industry: Expert Insights From Ian Clark of Dichotomy Capital
Looking for book recommendations as we head into a slow few weeks Really enjoyed the Asian saga and anything tangentially related would be interesting (whether Asian history or about trade such as Splendid Exchange)
Just finished Shogun and Tai-Pan Highly recommend these books. Im hesitant to recommend long books but these were both very enjoyable. Think a lot of FinTwit will like them
Those of us that work in senior living know that assumption seniors everywhere are wealthy is categorically not true It is also why the Median is more useful than average in this regard Median net worth of 75+ households: 335K Which will be chipped away by high HC & inflation
@jay_21_ They are combining operations and real estate ownership within the same company. I believe strongly that is essential to driving real value creation in our industry.
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