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blah capital @mentalmodelcap

In the Cloud(s) [not advice] New York City Joined April 2013
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mentalmodelcap Profile Picture

blah capital @mentalmodelcap

3 weeks ago

@LongVollllll Care to share catalyst/ dm on the name? Think the long thesis can work if they get to 9gw+ by 2030. A stretch but not crazy

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blah capital @mentalmodelcap

5 months ago

@ContrarianCurse risk is we don’t really know the degradation and BE on the hook

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blah capital @mentalmodelcap

6 months ago

@rev_cap what if he actually wants tighter policy to bring down home prices and also wants plausible deniability 😀

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blah capital @mentalmodelcap

10 months ago

@Globalflows But do you have a view on JP's tone at Jackson Hole? We all know that will drive markets if more hawkish/dovish than WIRP is pricing. If I had to guess it sounds like he has to be more hawkish given the inflation risks but then you would be cutting risk into it

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blah capital @mentalmodelcap

10 months ago

@MrMojoRisinX CPI or complacency/15 vix/august seasonals r/r trade ?

mentalmodelcap Profile Picture

blah capital @mentalmodelcap

10 months ago

@ContrarianCurse hugel is fire

blah capital retweeted
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Rob Henderson @robkhenderson

12 months ago

Mamdani is the candidate of the “haves,” who disguise their rage at the “have-mores” as concern for the “have-nots” (who don’t support Mamdani). The typical pattern you see with socialist movements in general.

ZacharyDonnini Profile Picture

Zachary Donnini @ZacharyDonnini

12 months ago

Mamdani outperformed Cuomo in New York City’s most educated areas, while Cuomo led in precincts where fewer than 25% had a college degree. However, the trend reversed at the highest education levels, following an “inverted U” pattern.

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blah capital @mentalmodelcap

12 months ago

no. the market is signaling easy money and positioning and new Tina (need to escape inflation driven poverty)

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David Rosenberg @EconguyRosie

12 months ago

What is Mr. Market signaling? 1. Zero chance of recession. 2. No tariff damage; more reprieves at a minimum. 3. Peace in the Middle East. 4. Passage of the big beautiful bill. 5. Fed to start cutting right away and a go-for-growth Powell replacement ahead. 6. That equities

mentalmodelcap Profile Picture

blah capital @mentalmodelcap

a year ago

Mgmt thinks this is v important strategically but transition will be painful given backdrop. While EHS can sit in purgatory with wide bid/ask, new builds force price discovery. Ironically, this should push the margin focused builders in their markets to cut starts even more

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blah capital @mentalmodelcap

a year ago

$LEN wants to be a manufacturing co, run high utilization and get those inventory turns to drive returns; it's not what investors want right now and should hurt the stock and the industry to a degree given how weak the housing market is but should eventually pay off

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Conor Sen @conorsen

a year ago

Housing industry professionals (myself included) are completely baffled by Lennar’s approach right now.

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blah capital @mentalmodelcap

a year ago

@TBU12345678 near term dc datapoints still strong so hard to get in front of; some of these E&Cs seem more at risk (say vs EE) - which are you thinking?

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blah capital @mentalmodelcap

a year ago

Flight to safety here in $MSTR at 2x NAV

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blah capital @mentalmodelcap

a year ago

So ppl thinking there will be big Tech retaliation - but if Trump doesn’t care about them, what does that do for those countries?

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Geiger Capital @Geiger_Capital

a year ago

*SCOTT BESSENT: “The equity market selloff is a Mag7 problem, not a MAGA problem” Insanely hard quote.

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blah capital @mentalmodelcap

a year ago

$VRT

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blah capital @mentalmodelcap

a year ago

@RadnorCapital @formula1champ service is is getting worse with more complaints. also aren’t they hitting capacity constraints? seems like they can’t do more than $2.5bn/q if everything goes well. mgmt very defensive too. 90% of biz is not liquid cooling and has already been ordered for the next. 2yrs $vrt

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blah capital @mentalmodelcap

a year ago

@RadnorCapital @formula1champ service is is getting worse with more complaints. also aren’t they hitting capacity constraints? seems like they can’t do more than $2.5bn/q if everything goes well. mgmt very defensive too. 90% of biz is not liquid cooling and has already been ordered for the next. 2yrs $vrt

mentalmodelcap Profile Picture

blah capital @mentalmodelcap

a year ago

@WaterworldCapi1 @S_curvecap @OnodaCapital Yea, but also need to differentiate between site/shell, grey, and white space

blah capital retweeted
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El_Duderino @Baup0stGOAT

a year ago

@stressed_assets Nitin Sacheti of Papyrus Capital Long $GEL on SumZero Distribution set to 3x over next 12 months and they just sold their BadCo for 10x and using proceeds to clean up cap structure Growth is already embedded with projects coming online within 1 to 2 months from today

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blah capital @mentalmodelcap

a year ago

@Zerosumgame33 @BeenThereCap White House, in Reversal, Rescinds Freeze on Federal Grants

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blah capital @mentalmodelcap

a year ago

White House, in Reversal, Rescinds Freeze on Federal Grants

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blah capital @mentalmodelcap

a year ago

@BDM110110 x.com/mentalmodelcap…

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blah capital @mentalmodelcap

a year ago

It's even more clear than that. Look at this memo; the pause of disbursements only applies to EVs $CLMT Look up section 2 of the original order whitehouse.gov/briefings-stat…

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