Yaron Naymark @1MainCapitel
Tweets are informational only, never investment advice. 1maincapital.com Joined March 2010-
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RBC with $IWG upgrade
X is incredible
JPM: household excess liquidity to be exhausted by June 2024
If you had to pick: *fell free to elaborate in comments
PoorCrest Capital
Pure alpha
Gotta love a sotp analysis excluding earnings from a segment that’s getting divested AND also excluding the proceeds that will be received from the sale. Coverage team on the name is seven ppl (!!!) to boot. Respect. $clar
Not a small mistake either. The $175m sale price for precision segment represents a pretty big chunk of their implied equity value here…
lol, fix the net debt but lower the multiples to end up in the same place
Remember: buy low, sell high.
$LMB flat for six years, then up 4.4x in 2023. I think IWG can do something similar in the next 1-2 years. What other names have this potential?
Finally watched the blackstone music video. It’s a banger. If you got triggered by it, lighten up and stop taking yourself so seriously. 🎵 it’s the alternatives era 🎵
A must watch monologue
Today I was among the journalists who have attended a private screening of the raw footage of October 7th and I want to express to you what I saw since it’s not been made public. It’s been a very heavy day. A decision was made that Jews are less than human, and treated that way
Jefferies: HF long/short spread is -10% over two days. That's the 2nd worst two day move ever. Stating the obvious, but max pain/chase. 3+ standard dev moves all over the place...pain/chase levels are 10 out of 10
Let’s get John’s tweet more likes than Caitlin’s
10,000 likes for hate. Hate will rot your brain. I love Palestinians and Israelis and I want them both to live in peace. 🇵🇸🇮🇱🕊️
I've been a long-time reader of Graham and Doddsville. Really enjoyed the opportunity to have the convo with them and be profiled.
Read the latest issue of Graham & Doddsville business.columbia.edu/sites/default/…
Trying to come up with a list of beaten up small caps that are in mid to late stages of ongoing strategic reviews. $LFCR $CLAR $MRL.LN $PINC $HBI Any other examples?
Every $KKR sellside analyst this morning realizing they have to write a note explaining the GA consolidation and reporting change, and also completely revamp their model
Tbh, not sure this is really a positive. Adds reporting complexity. Puts more $ into GA a low-dd ROE. Its the right thing for GA investors, but we already control it so no real benefit to KKR. Lastly, using low realization environment to take higher % of carry upside for mgmt.
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