ADHD Capital LLC ™ @ADHD_Capital Twitter profile

Last Seen Profiles

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@englandsquash

ADHD Capital LLC ™

@ADHD_Capital

5 years

Someone remind me, didn’t the left say that Kavanaugh had a “temperament unfit for the job”?

Kasie Hunt

@kasie

5 years

NBC News has learned that Virginia Lt. Gov. Justin Fairfax used profane language in a private meeting Monday night, while referring to his accuser, Dr. Vanessa Tyson. Two sources tells us Fairfax said of Tyson: “Fuck that bitch.” — @GeoffRBennett & @jonallendc

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ADHD Capital LLC ™

@ADHD_Capital

6 years

Hey @Nike , this is what it looks like when you “Believe in something, even if it means sacrificing everything.” #BoycottNike

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ADHD Capital LLC ™

@ADHD_Capital

4 years

Cc @stoolpresidente

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ADHD Capital LLC ™

@ADHD_Capital

3 months

Gun to your head, you have to pick 5 names each to put 10% of your net worth in today and you can’t sell for 30 years. What names are you choosing?

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ADHD Capital LLC ™

@ADHD_Capital

6 years

@JohnBrennan It’s called democracy you c***sucker! He was elected.

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ADHD Capital LLC ™

@ADHD_Capital

7 years

@pewresearch 🇺🇸

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ADHD Capital LLC ™

@ADHD_Capital

1 year

$BN math. They own $36.50 / share in $BAM $BEP $BIP $BBU They own $2.50 / share in insurance at 1x BV They have $10.30 / share in debt $36.50 + $2.50 -$10.30 = $28.70 $23bn in BPG equity, $12.5bn in fund LP investments, and $$5.8bn in unrealized carry almost for free here...

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ADHD Capital LLC ™

@ADHD_Capital

2 months

Nothing to be ashamed of. Respect to anyone who sacrifices for their family.

GBR, LLC

@GayBearRes

2 months

😔

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ADHD Capital LLC ™

@ADHD_Capital

2 months

S/O @BillAckman for donating $10,000 to the BofA Analysts widow and kids. Class act

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ADHD Capital LLC ™

@ADHD_Capital

2 years

Someone talk me out of going long $C when it trades at a 35% discount to TBV. Almost at 50% of BV.

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ADHD Capital LLC ™

@ADHD_Capital

3 years

If you like $NVDA, $SFTBY owns 8% (pending approval to sell them ARM) and that stake is worth 80% of their market cap. Throw in both vision funds and a 25% stake in $BABA and this is a no brainer home run

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ADHD Capital LLC ™

@ADHD_Capital

7 years

@politico @benjstrauss @POLITICOMag #MAGA

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ADHD Capital LLC ™

@ADHD_Capital

6 years

@johnpodesta He was your brothers closest business partner cockbag

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ADHD Capital LLC ™

@ADHD_Capital

5 years

My dream tax code: First $50k of income is tax free. After that, all income is taxed at 15%. Close tax loopholes. This would eliminate the majority of the IRS. This would also force Government to massively cut spending. #TaxationIsTheft

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ADHD Capital LLC ™

@ADHD_Capital

2 years

$KKR's CEO Nuttall subtly raising their realized carried interest for Q2 to >$800mm (from $600mm). This stock is down almost 30% YTD despite very strong fundamentals and $115 BILLION in dry powder to deploy into this drawdown in private markets. @1MainCapital @Cultivatewealth

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ADHD Capital LLC ™

@ADHD_Capital

7 years

@billburr were you refereeing tonight!?

SB Nation

@SBNation

7 years

"F*** YOU! F*** YOU!" (resumes announcing penalty) via @mikeFAIL

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ADHD Capital LLC ™

@ADHD_Capital

5 years

I have watched every standup comedy special released in the last decade I swear and I still think @andrewschulz is top 5. Get this man a damn @netflix special!

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ADHD Capital LLC ™

@ADHD_Capital

3 years

@ScottWapnerCNBC Because government never gives up power once it seizes it...

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ADHD Capital LLC ™

@ADHD_Capital

1 year

Anyone else tired of hearing companies talk about buybacks 24/7 and then they shrink share count by less than 1%?

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ADHD Capital LLC ™

@ADHD_Capital

2 years

$BN management (Flatt) could unlock $10bn in value if they just held an event where they broke down BPG assets one by one in detail and then their other investments on balance sheet. Most of the value is publicly listed now so this is absurd.

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ADHD Capital LLC ™

@ADHD_Capital

5 years

@RacerBoy17 @guypbenson When will government stop being political extremists and actually do what’s best for this country? Cut Spending!!!

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ADHD Capital LLC ™

@ADHD_Capital

8 years

Being wealthy doesn't make you part of the swamp, you dumbass. Corruption does and you were paid off with a beach house by #CrookedHillary .

Bernie Sanders

@BernieSanders

8 years

Trump's cabinet, the wealthiest in history, is worth more than the annual GDP of 70 countries. So much for draining the swamp...

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ADHD Capital LLC ™

@ADHD_Capital

6 years

@CNNPolitics Remember when Libtards crowdfunded over $250k for this guy?

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ADHD Capital LLC ™

@ADHD_Capital

2 years

Biden is a fucking traitor for what he is doing to our SPR.

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ADHD Capital LLC ™

@ADHD_Capital

1 year

I will block anyone that thinks non-recourse debt is going to wipe out the company....

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ADHD Capital LLC ™

@ADHD_Capital

5 years

Who’s ready to MABA!?

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ADHD Capital LLC ™

@ADHD_Capital

1 year

Who is more overrated than Howard Marks and Ray Dalio?? I’ll wait.

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ADHD Capital LLC ™

@ADHD_Capital

2 years

What are the top 5 stocks / etfs you would buy on the market open Tuesday and never sell? Mine would be $BRKB $KKR $MKL $APO $BAM I know it’s heavy Alts but they are balance sheet heavy (higher Terminal value) and very diversified (PE, Credit, Infra).

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ADHD Capital LLC ™

@ADHD_Capital

3 months

Literally everyone hates you

Amy Klobuchar

@amyklobuchar

3 months

Hello 2 a.m.ers! 🌕 For everyone who is still awake, we just passed the budget and averted a shutdown. You’re welcome.

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ADHD Capital LLC ™

@ADHD_Capital

1 year

Big rise in retail “dividend investors” celebrating $20 in monthly dividends. Watch out 👀

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ADHD Capital LLC ™

@ADHD_Capital

1 year

Not sure who needs to hear it but $FRC is a zero. $PACW is likely a zero as well.

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ADHD Capital LLC ™

@ADHD_Capital

5 years

@ewarren We want Bernie

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ADHD Capital LLC ™

@ADHD_Capital

6 years

Anyone still think the #PPT isn’t real?

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ADHD Capital LLC ™

@ADHD_Capital

3 years

$TCEHY $SFTBY $BABA will all end there year double digit % higher than current levels.

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ADHD Capital LLC ™

@ADHD_Capital

3 years

$MKL has been down for 10 consecutive days following a very strong Q3 earnings report. This is the cheapest, highest quality business I see in the entire market these days. Under 1.2x book value. Buybacks are about to ramp up.

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ADHD Capital LLC ™

@ADHD_Capital

2 years

We are going to hyper-inflate in my lifetime

Washington Free Beacon

@FreeBeacon

2 years

Biden's 2023 budget includes $7.5 billion to "land the first woman and person of color on the moon"

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ADHD Capital LLC ™

@ADHD_Capital

1 year

This is beyond embarrassing Research

Carl Quintanilla

@carlquintanilla

1 year

Needham’s Laura Martin has a report out this am arguing that “there is material upside for $AAPL if it buys $DIS by using shares. .. AAPL is worth 15%-25% more if combined with DIS.”

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ADHD Capital LLC ™

@ADHD_Capital

5 years

@CalebJHull Sobriety is a huge advantage in health, finances, and time.

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ADHD Capital LLC ™

@ADHD_Capital

1 year

@greg_price11 At least she can sue and retire

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ADHD Capital LLC ™

@ADHD_Capital

6 years

@mchooyah @brhodes One of the biggest burns in @Twitter history! 👏👏👏

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ADHD Capital LLC ™

@ADHD_Capital

7 years

@IngrahamAngle @SenateMajLdr It's Tuesday but okay haha

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ADHD Capital LLC ™

@ADHD_Capital

7 years

@jaketapper Ask yourself. Why would someone doing the right thing not want to be videotaped? 🤔

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ADHD Capital LLC ™

@ADHD_Capital

5 years

It should be treated with a bullet to the head

Slate

@Slate

5 years

Should pedophilia be treated as a crime or an illness?

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ADHD Capital LLC ™

@ADHD_Capital

6 years

Uh I’ll take “F*** No” for $500 Alex.

The Wall Street Journal

@WSJ

6 years

Facebook has asked banks to share financial information about customers, including account balances, as it seeks to boost user engagement

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ADHD Capital LLC ™

@ADHD_Capital

2 years

$APO raised SRE guidance for 2022e from $3.35/share to $4/share today and stock dropped over 8% so theres that.... @Cultivatewealth @the_red_deer

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ADHD Capital LLC ™

@ADHD_Capital

1 year

Tax receipts were up the years after those tax cuts dumbfuck

Rep. Alexandria Ocasio-Cortez

@RepAOC

1 year

"We warned during the Trump tax cuts that this dramatic decrease in revenue would explode the nation's debt. And we heard from the Republican side, 'No, let us write off our yachts, let us write off our private jets.'"

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ADHD Capital LLC ™

@ADHD_Capital

2 years

Anyone else think this $BX drama is completely overblown in terms of the impact to $BX itself?

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ADHD Capital LLC ™

@ADHD_Capital

6 years

@kathygriffin All I heard was “I’m a victim, I’m a victim, my career is in the trash.” Please explain why we should feel bad for you when you made more in a single night than most Americans EVER HAVE! You made the gross mistake to attack the WH grotesquely, now reap what you sow.

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ADHD Capital LLC ™

@ADHD_Capital

2 years

Apollo's Stock Is Expected to Rise. Here's Why. | Barron's “After stripping out the value of SRE, the net balance sheet and net accrued carry, $APO is trading at just 4 times posttax FRE (net of stock-based compensation), Hone said in the note.”

Apollo's Stock Is Expected to Rise. Here's Why.

Apollo closed its merger with Athene Holdings in January. Athene is expected to launch a variable annuity later this year that will let everyday investors back Apollo funds.

www.barrons.com

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ADHD Capital LLC ™

@ADHD_Capital

6 years

Either stocks or bonds are totally wrong in this market. My guess is both have it wrong.

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ADHD Capital LLC ™

@ADHD_Capital

2 years

@The_Real_Fly Hollywood will change tone real quick now

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ADHD Capital LLC ™

@ADHD_Capital

5 years

This is a good friend of mine’s Mother and she has been the best journalist on this subject. Highly recommend reading her newest book!

apppro

@apppro1

5 years

Scariest interview I have ever seen. OUR DEMOCRACY is truly on a cliff. Sidney Powell on Robert Mueller's 'poster boy for prosecutorial misconduct'

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ADHD Capital LLC ™

@ADHD_Capital

1 year

$KKR insurance earnings going to wrong direction despite higher rates. Curious what they say about that on the call.

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ADHD Capital LLC ™

@ADHD_Capital

6 years

Never gets old

Senator Harry Reid

@SenatorReid

11 years

Thanks to all of you who encouraged me to consider filibuster reform. It had to be done.

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ADHD Capital LLC ™

@ADHD_Capital

2 years

If you think a day when $ARKK is up 12% and $HYG is red is bullish, I wish you a great final year in trading.

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ADHD Capital LLC ™

@ADHD_Capital

2 months

I don’t own enough $BRKB. The inflation protection in this business is just incredible.

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ADHD Capital LLC ™

@ADHD_Capital

6 years

@NBCNews @MSNBC Riiiiiight.....

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ADHD Capital LLC ™

@ADHD_Capital

6 years

@tourdefranz25 @realDonaldTrump Is the solution to our $21T debt to just have the treasury, crowd fund this fight by putting it on payperview!?

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ADHD Capital LLC ™

@ADHD_Capital

6 years

@RepSwalwell That’s what you’ll get if you try to take guns away from law abiding citizens.

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ADHD Capital LLC ™

@ADHD_Capital

7 years

I'm pro-woman but anti-feminism. Feminists don't want equality. If they did, they would reject Islam entirely. #WomensMarch

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ADHD Capital LLC ™

@ADHD_Capital

5 years

@RacerBoy17 @guypbenson Well then I’ll be a rich man 😉

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ADHD Capital LLC ™

@ADHD_Capital

3 years

@ClayTravis @marcelluswiley Thank you Marcellus for being a leader in these times. You’re speaking for millions who are sick of this divisiveness.

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ADHD Capital LLC ™

@ADHD_Capital

6 years

@realDonaldTrump Do you think stocks appreciate oil falling 30% in weeks?

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ADHD Capital LLC ™

@ADHD_Capital

2 years

$MKL bought a lot of stock back in Q1 through early March 👀

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ADHD Capital LLC ™

@ADHD_Capital

2 years

What are the most attractive pieces of debt yielding 7-12% out there today?

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ADHD Capital LLC ™

@ADHD_Capital

1 year

As much as I love when the markets are fine and volatile, can’t help but feel bad for the employees at $SIVB who worked hard for a decade or more and had massive unrealized gains wiped out in a span of two days because some exec decided to reach for yield at 1.5% in 2021…

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ADHD Capital LLC ™

@ADHD_Capital

5 years

Highly suggest everyone listen to @TheoVon ‘s take on the #JussieSmollet story. Finally someone in Hollywood has the balls to say how absurd this story is.

Theo Von on the Alleged Attack on Jussie Smollet

From Looking for Keys in My Subconscious | This Past Weekend #171Full Episode: http://bit.ly/TPW171_LookingforKeysTheo Von discusses the alleged attack on Em...

www.youtube.com

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ADHD Capital LLC ™

@ADHD_Capital

2 years

Max long $KKR

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ADHD Capital LLC ™

@ADHD_Capital

6 years

Trump might have triggered a depression in China. They look like we did in 1929. We look like Japan did in the 80s.

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ADHD Capital LLC ™

@ADHD_Capital

3 years

Someone send me the best and most thorough writeup for $SFTBY por favor.

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ADHD Capital LLC ™

@ADHD_Capital

2 years

$CROX is like 4.5x this years eps growing mid teens annually. Just saying

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ADHD Capital LLC ™

@ADHD_Capital

3 years

Many Gold miners are trading at near 20% free cash flow yields on consensus ‘22 estimates with net cash on the balance sheet. They have so much operating leverage that if spot prices go higher, it could be a double in that time span.

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ADHD Capital LLC ™

@ADHD_Capital

3 years

@Dynamicbrands My holdings…

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ADHD Capital LLC ™

@ADHD_Capital

6 years

Once #Kavanaugh is confirmed, I will ruthlessly mock libtards for spending the last two years focusing on Russia conspiracies while Trump has shaped the courts for the next 50 years.

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ADHD Capital LLC ™

@ADHD_Capital

3 months

Fuck you

Joe Biden

@JoeBiden

3 months

On Transgender Day of Visibility, we celebrate the joy, strength, and absolute courage of some of the bravest people I know. Today, we show millions of transgender and nonbinary Americans that we see them, they belong, and they should be treated with dignity and respect.

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ADHD Capital LLC ™

@ADHD_Capital

1 year

This is the most racist tweet I have seen all year

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ADHD Capital LLC ™

@ADHD_Capital

2 months

There needs to be a documentary based on what has happened at $FWRD. Never seen such a high quality business drop like this because of an acquisition… starting to price in ch11… @1MainCapital

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ADHD Capital LLC ™

@ADHD_Capital

5 years

@AnnCoulter A clock vest maybe??

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ADHD Capital LLC ™

@ADHD_Capital

6 years

@1776Stonewall @DividendMaster

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ADHD Capital LLC ™

@ADHD_Capital

6 years

Omg this is just getting sad!

Tom Elliott

@tomselliott

6 years

Obama: "Suddenly America is the largest oil producer, that was me people ... say thank you."

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ADHD Capital LLC ™

@ADHD_Capital

3 years

What a beast!

Alex Morris (TSOH Investment Research)

@TSOH_Investing

3 years

Here's a deep dive on every company I currently own (part one of three). If you would like to discuss any of these investment ideas in more detail, feel free to reach out anytime (DM's open). Always happy to chat.

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ADHD Capital LLC ™

@ADHD_Capital

4 years

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ADHD Capital LLC ™

@ADHD_Capital

2 years

Really can’t understand what the bear case is for $GOOGL here… sure it could go lower but what’s the real bear case for the business. They have the AI to compete with ChatGPT

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ADHD Capital LLC ™

@ADHD_Capital

5 years

What the hell @TwitterSupport ? Why did you ban @DividendMaster from your platform? Burn in hell!

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ADHD Capital LLC ™

@ADHD_Capital

6 years

@RyanHillMI @realDonaldTrump Totally legal to adopt as many children from Honduras as you’d like

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ADHD Capital LLC ™

@ADHD_Capital

5 years

@ShannonSharpe It’s a fact. Check Anmesty international, NYT, or the UN statistics. Or just stick to sports.

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ADHD Capital LLC ™

@ADHD_Capital

4 years

@QTRResearch Someone has been doing the same thing to $SPCE this week. They won’t let it break $30

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ADHD Capital LLC ™

@ADHD_Capital

9 months

"I could end the deficit in 5 minutes. You just pass a law that says that anytime there is a deficit of more than 3% of GDP all sitting members of congress are ineligible for reelection." -Warren Buffett

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ADHD Capital LLC ™

@ADHD_Capital

2 years

Any $KKR shareholders read through this 10-Q put out last night? Absolutely LOVE the added transparency behind their B/S investments. Below are their top 20 names with cost basis and current marks:

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ADHD Capital LLC ™

@ADHD_Capital

1 year

Much better than expected. No dilution to $BN

AMN

@alphamarketnews

1 year

$AEL Confirms receipt of acquisition proposal from Brookfield Reinsurance for $55.00/shr comprised of $38.85/shr in cash and $16.15/shr in BAM's stock

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ADHD Capital LLC ™

@ADHD_Capital

1 year

Wow BREIT really dragging down $BX earnings

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ADHD Capital LLC ™

@ADHD_Capital

2 years

I think that @rationalwalk needs to finally add some $BN now that the spin is complete. Trading at like 50% of NAV when you remove the 75% AM stake. Roughly half of that NAV is listed equities too.

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ADHD Capital LLC ™

@ADHD_Capital

9 months

@peter_mantas @BillBrewsterTBB One of the best pods I’ve heard this year. Great jobs guys

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ADHD Capital LLC ™

@ADHD_Capital

11 months

$APO blowout quarter. Rowan is the 🐐

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ADHD Capital LLC ™

@ADHD_Capital

3 years

Facts

🌸 I Will Not Comply🩸

@darrenmark69

3 years

Vaxed people: Can still get covid. Can still spread covid. Can still die from covid. Can potentially die from the vaccine. Unvaxed people: Can still get covid. Can still spread covid. Can still die from covid. Cannot die from the vaccine.

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ADHD Capital LLC ™

@ADHD_Capital

5 years

@DLoesch You’re awesome. Thank you for defending us average and law abiding gun owners! 🇺🇸

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ADHD Capital LLC ™

@ADHD_Capital

2 years

@chamath Remember when you tried to make the case that inflation was good for lower and middle class Americans?

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ADHD Capital LLC ™

@ADHD_Capital

1 year

Is $SCHW totally fucked? At best, it seems like earnings power is cut in half.

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ADHD Capital LLC ™

@ADHD_Capital

1 year

This Athene investor event is quite impressive. $APO is hitting on all fronts of their business.

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ADHD Capital LLC ™

@ADHD_Capital

6 years

DO SOMETHING ABOUT IT!

Donald J. Trump

@realDonaldTrump

6 years

John Kerry had illegal meetings with the very hostile Iranian Regime, which can only serve to undercut our great work to the detriment of the American people. He told them to wait out the Trump Administration! Was he registered under the Foreign Agents Registration Act? BAD!

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