@marketplunger1
$cpptl - it’s a liquidation trust formed from jcpenney backrupcy to sell all their retail properties. It trades at an implied 12.4 cap when they’re selling properties in the 8s (tailwind too if rates lower). Simon (owner of jcp opco) is heavily incentivized for jcp to not fail
@violacapital
long game is fine here, market doesnt want to value a co that’s just now generating revenue given managements track record + IR inadequacies
@unusual_whales
when i was an intern in IR the HR team accidentally leaked wonderlic scores to the whole finance dept and the head of DEI got something like a 13
@StanphylCap
you’re wrong - it will do a few things
a) distance him from jan 6 and project 2025
b) increase republican turnout
c) force democrats to go easy on trump
@PythiaR
@StanphylCap
has been intellectually dishonest for the last decade - he’s been short $tsla since 2014 and has never admitted he got it wrong (even though tesla is currently overvalued)
I have deleted a clip of
@CathieDWood
discussing who might be better for the economy as President.
#Trump
or
#Biden
Here’s why.
First, I’d like to say that Cathie has one the purest, greatest hearts ever. She is a deeply genuine, kind, and honest person. That doesn’t mean
@LPWhisperer
what’s sad is when he goes belly up he’ll still walk away with X million dollars (and his unsophisticated investors won’t have the means to sue)
@dominicdeecoco
when i was moving to nyc i sold my car to carmax and they gave me 20% more than anyone else was offering, i remember tweaking in the waiting room not knowing if they were gonna come back and say something was wrong
@BoozeBreath
look ackman knows he has millions of unsophisticated investors he can capitalize off of, $500m is nothing for him - i’m personally not a fan of buying anything other than singular stocks
@DelJohnsonVC
harry from 20vc raising $100m when his background is interviewing VCs (and i think interning at one at some point) shows how backwards that industry is when it comes to LP commits
I stopped by Austin Wealth Management LLC to ask them why they shorted 12,000 shares of $DJT leading up to his rally last Saturday. However, nobody was there. Will try again on Monday.
@BoozeBreath
*haven’t researched this* can’t deny his 20 year track record but curious on how he manages $psus vs $pshzf - i know he mentioned 12-15 stocks in $psus but he currently only has 6 names