RisenFit @risenfit
Manage Risk -Don’t Over Leverage - Scale In - Discipline Entries & Exits - Do your DD - Ignore Noise - TA Trades - Evaluate Market Trends. Not Financial Advice Los Angeles, CA Joined December 2020-
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$VTGN Full DD Thread.
$VTGN Full DD Thread.
$PARA $PARAA @askparamount where is the transparency? @askparamount And who on your team on the inside is leaking information to manipulate the stock price? thewrap.com/ariel-investme…
$AAPL That suggests demand in the US has been much lower than expected. What's more, Kuo says the poor performance of the Vision Pro could mean that a planned update to the headset in 2025 may be cancelled. pcgamer.com/hardware/vr-ha…
$XFOR Catalyst Watch! seekingalpha.com/news/4094989-c…
$PARA $PARAA #Paramount SHORT SQUEEZE.
$PARA $PARAA #Paramount SHORT SQUEEZE.
$PARA $PARAA $SONY $APO @SonyPictures @apolloglobal @Skydance @askparamount #Paramount Apollo & Sony, Make the Offer. Deadline has its own sources. #Deadline The partners Apollo & Sony have not made a formal offer yet given the ongoing Paramount-Skydance talks. But…
$ISUN DD Thread. Latest Updates from the 10-K filed 4/16/2024: #BalanceSheet: Cash Position: $3.4M Debt: $1.8M Current $7.9M Long Term #Note: The company has issued a “Liquidity Going Concern” The Company has historically incurred operating losses and may continue to…
$ISUN DD Thread. Latest Updates from the 10-K filed 4/16/2024: #BalanceSheet: Cash Position: $3.4M Debt: $1.8M Current $7.9M Long Term #Note: The company has issued a “Liquidity Going Concern” The Company has historically incurred operating losses and may continue to… https://t.co/kjDO7nbmPZ
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$PARA see you in court C_NT EVIL @ShariRedstone & @Skydance.
As the Delaware Supreme Court just confirmed in this month’s Match opinion, a special committee must be completely independent to cleanse a conflicted-controller transaction. Nicole Seligman was on this committee so it can’t cleanse under MFW/Match.
As the Delaware Supreme Court just confirmed in this month’s Match opinion, a special committee must be completely independent to cleanse a conflicted-controller transaction. Nicole Seligman was on this committee so it can’t cleanse under MFW/Match.
@LionelHutz_Esq (ii) the committee is independent; (iii) the committee has the authority to choose its own advisors and to say no definitively; (iv) the committee meets it duty of care; (v) the vote of the minority stockholders is informed; and
$PARA Paramount Global share holders unite against Shari Redstone! (1.5M+ shares and counting!) Do you want your voice heard? Are you against the Skydance deal? Please reach out to us? @Slim_Saidi_ @jtoonkel @WSJ @nytimes @BenMullin
I'm just watching $PARA If the SEC allow this robbery to happen I'll look into other markets from now on. No fucking kidding CNBC is manipulating this shit 24/7 Investors trading on rumors everyday Great job @SEC_Enforcement
@BenMullin @LaurenSHirsch I love how articles always decline to mention that paramount+ is actually moving towards cashflow positive by end of 2024 & will have a massive addition of subs from the superbowl/march madness/masters golf… always negative, negative, negative. $para bottom is in, FUD city
@SEC_Enforcement @GaryGensler why don’t you take a look at $para deal and all this bs.
$PARA “ In private, Bakish has dissented against the merger, claiming that it could dilute common shareholders” Remember, if your CEO is against your self serving deal, just fire him and continue moving forward. Nothing to see here, @SECGov @delaware_gov @USAO_DE
$PARA CEO likely fired because Shari afraid Bob would go rogue on the conference call. I bet she wasn’t thrilled last quarter when he said they’d pursue transaction only if it created value for “ALL shareholders” during the Q&A
What a shitshow. Quite evident there is some severe fighting going on at $PARA $PARAA What it all means for PARA? Not sure. But it also looks like there are not many sellers left. Stock might move higher regardless of which deal fails or closes.
With CEO Bakish not backing the Skydance takeover, the board & Shari Redstone's National Amusements want to create an “Office of the CEO” to run the co. What a complete mess (full disclosure I'm still long hoping value will emerge despite their best efforts). $PARA
$xfor that was one hell of a pullback and rebound. 30% swing in price...
@BIOTECHSCANNER trade idea: i bought May 17 $5 calls in $AQST earlier today.. let's get that pop Monday to $6+ and I'll sell those calls to jump into $XFOR May 17 $1 & $2 calls 📈📈📈 bam bam
$XFOR with this reversal seeing a big hammer formation after bouncing from huge support area FDA pdufa scheduled for April 30th Whim syndrome is an unmet need and $XFOR drug has shown great results in ph3 trial which I discussed in my previous thread
@risenfit @CNBC @sherman4949 @SECGov @jimcramer @davidfaber My lawyers are ready and well aware of the situation.
My top 10 holdings (not including Cash, T-Bills, or Gold): $BTI - Tobacco $PARA - Media $DAC - Containers $NMM - Dry Bulk $INSW - Tankers $GPRK - E&P $KOS - E&P $PBRA - Integrated $WHITF - Coal $NGLOY - Metals
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?
$PARA Bob Bakish wants no parts of the Skydance deal bc he probably sees just how unethical it is…and Shari wants to get rid of him so she can ram the deal through. Can we get Bob on our side as a witness?
EXCLUSIVE: Paramount Considers Removing CEO Bob Bakish as Turmoil Over Sale Talks Deepens wsj.com/business/media…
@Slim_Saidi_ Bakish has a right to be bullshit! $PARA is right on the cups of a major turnaround that he orchestrated, and Shari wants to flush all the years of suffering and effort down the toilet for an easy payday.
wsj.com/business/media… I guess that answers that question $para
How Bakish is going to handle this quarterly call? Presumably he just dodges everything & goes into turtle mode. We know he hates the proposed deal and is getting fired. Is he going to stand up and lie in front of everyone, saying that he is looking out for shareholders? $para
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