Vincent Daniel @VD718
Co-founder of Seawolf Capital- Mets, Jets and Value Investing Go Hand in Hand Joined June 2012-
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Thanks for having us on today-great session!
Thanks for having us on today-great session!
Great podcast. Paulo and Kuppy’s AMRK pitch!
Great podcast. Paulo and Kuppy’s AMRK pitch!
More a gold guy but you can own both. Great episode guys!
More a gold guy but you can own both. Great episode guys!
Great thread Jared
Hedge Fund Stories: Calling a trader for "color" One of the pains of market neutral, or really any hedge fund seat, is the moment you are asked to call a sell side trader to "get color" by your PM. In market neutral land, a position that falls out of bed by 2-3% relative is a…
Is this cost increase transitory or can we simply exclude it from economists preferred measurement of inflation and ignore it completely? Sadly CRE investors can’t ignore this very sticky inflation.
Would it ruin Costco to sell at least ONE pack of gloves for a left handed golfer? Of course, it wouldn’t hurt my game if I played blindfolded but that’s a whole other story.
Great interview
This is great work
Someone has to buy our debt (also called treasuries) at relatively low coupons. Banks were always the logical levered buyer- I would have thought the whole SIVB fiasco would have exposed the flaws but…someone has to buy the debt.
Someone has to buy our debt (also called treasuries) at relatively low coupons. Banks were always the logical levered buyer- I would have thought the whole SIVB fiasco would have exposed the flaws but…someone has to buy the debt.
Laugh track anytime ‘Fed Independence’ is suggested
Laugh track anytime ‘Fed Independence’ is suggested
Balls indeed- as we come up on the 1 year anniversary of certain regional banks blowing up on….asset/liability mismanagement of long duration treasuries. Not surprised- need to find someone to buy coupon treasuries at low yields. H/t @LukeGromen
Balls indeed- as we come up on the 1 year anniversary of certain regional banks blowing up on….asset/liability mismanagement of long duration treasuries. Not surprised- need to find someone to buy coupon treasuries at low yields. H/t @LukeGromen
My word this is refreshing- professor is spot on-
My word this is refreshing- professor is spot on-
I would thought a superior AI underwriting process would have sniffed out deterioration in ‘prime’ credits before originating the loan. That said, seems like the company’s AI correctly guided mgmt to sell stock.
I would thought a superior AI underwriting process would have sniffed out deterioration in ‘prime’ credits before originating the loan. That said, seems like the company’s AI correctly guided mgmt to sell stock.
Well done
Solid thread
Solid podcast guys!
Great example of a value trap’s Investor TAM
Great example of a value trap’s Investor TAM
Great thread.
Porter Collins @Seawolfcap
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316K Followers 789 Following Political reporter for Axios covering foreign policy & the 2024 election. CNN analyst. Washington correspondent for Walla. Author of Trump's Peace. link in BioThis chart is fascinating. Gold miners, arguably the most hated industry in today's markets, are also at their most undervalued state in 40 years based on their price-to-net-asset-value ratio. I call this the perfect storm.
It’s JD Martinez time #Mets fans 🔥 On a scale of 1-10, what’s YOUR excitement level for his debut tonight? 👇
$TSLA
*ACTIVIST ELLIOTT SAID TO BUILD $1 BILLION ANGLO AMERICAN STAKE - Bloomberg. *Someone read "When Markets Speak." Anglo American plc is a British multinational mining company with headquarters in London, England. It is the world's largest producer of platinum, with around 40% of…
$ZIM +4% pre market.
I don’t know how you can look at the volatility in stocks like $GOOGL and $META over the last few years and conclude that there is not any alpha in large caps. ‘There are too many following it.’ - Yes, and they’re manic depressive lunatics.
$TSLA “If somebody doesn't believe Tesla is going solve to autonomy…they should not be an investor in the company” (Musk on earnings call) -CFO quits and liquidates holdings -senior VP quits and liquidates holdings -BoD member files new 10b-5 plan Take the hint 😏
Dear Federal Reserve, I write this letter to you as a concerned citizen, and as someone who has built a career in financial markets. You are doing more harm to the economy and to investor confidence than ever before. Not out of malice, but out of arrogance. Your role as an…
In today's earnings release, $TBBK disclosed that less than 2 weeks after our report calling out the stress in the Company's REBL book, $TBBK foreclosed on the $39.4 million Texas loan, exactly as we predicted... Yet rather than selling the property, it appears $TBBK has opted to…
@ParrotCapital @CulperResearch @Seawolfcap @VD718 @thebankzhar Yep saw it. First Loss Is Your Best Loss
who says value Investors dont understand tech $GOOG :))) Merci @VD718 @Seawolfcap >>> @mrktcall @OnTheTapePod
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Listen to what Rick Rule has to say regarding when the miners will move. Stop asking me this question over and over again… 😅👇 Thanks @hypersonic78 for the video
My 10 largest -long- exposures in alphabetical order right now: AOI * DAC DSX EDRY EURN* PXS TNP* VET WAWI* ZIM* Varying liquidity in the market and different corporate governance trust levels in this group, so do your own DD. * = top 5 Questions or feedback?
$FMX Partners: BofA, JPM, Citadel, Goldman, Barclays, and several others made minority investments in FMX at a post-money value of $667m and is expected to launch in September. The minority investments should also come with minimum trading volume commitments. $BGC
Huge news today for $BGC, big growth ahead. Core business continues to accelerate. Very cheap stock. Great chart.
$FMX Partners: BofA, JPM, Citadel, Goldman, Barclays, and several others made minority investments in FMX at a post-money value of $667m and is expected to launch in September. The minority investments should also come with minimum trading volume commitments. $BGC