Haskell @shaskell12
Personal account of @colarion. Highlighting unusual twists in daily life. Alabama, USA Joined September 2011-
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Private equity finding the overlooked opportunities
Private equity finding the overlooked opportunities
My house is worth 450,000 dollars I owe 240,000 on it. “That’s a 210,000 unrealized gain.” Where am I going to find 52,500 dollars? “Sell something” Okay I have something worth 100,000 dollars, “Okay when you sell that will be a 45% capital gains tax will be 45,000 dollars…
Has Mark Cuban been reached on the 25% of unrealized gains tax or is he offshore already?
Protesters at NYU Interviewer: Why are you protesting? Protesters: I don’t know
Good option for home defense in urban areas
Good option for home defense in urban areas
If it makes bond market watchers feel better, huge tax increases are coming if current President is re-elected (expiration of TCJA).
Pour one out for attorneys whose business was suing laid-off Amazon employees who violated their noncompete. Have to find different work now.
Pour one out for attorneys whose business was suing laid-off Amazon employees who violated their noncompete. Have to find different work now.
This study led by University of Central Florida found that Attention Deficit Hyperactivity Disorder symptoms manifest watching videos requiring executive brain function.
A friend’s son just got admitted to Yale, Columbia, and the University of Florida honors program. We can all agree his choice is obvious, even if Florida has been middle of the pack in football lately.
Sunday night bank proxy $LNKB The 21 member @LINKBANKBanking Board of Enablers (a few w/ paltry holdings) paid $1.2M in bonuses to a CEO who has presided over a 5 year 45% decline in the stock price.
The Simpsons had an episode about this very thing. Homer sued for false advertising of “all you can eat”. Red Lobster needs ozempic.
A hill that I will die on: I don't care if we are talking public or private credit. If your a creditor at par, getting paid PIK interest sucks in the long run over enough different loans/bonds positions. The debtor is not paying you cash for a reason .. they can't afford it.
Two axes forming
A masters is being played this weekend in Europe as well: Court-Level Highlights: Stefanos Tsitsipas vs Jannik Sinner youtu.be/mDcUo4amgK0?fe… via @YouTube
I am in favor of reparations for students, in which schools are forced to pay back some significant portion of tuition for the loser degrees they sold (with interest), and I find it shocking that the Democrats refuse to bring these predatory institutions to justice
@eyeslasho The University of California system still has not returned to standardized tests. It's killing the Engineering programs. Now freshman engineers are having problems with Algebra. It used to be problems with calculus.
The dog’s mouth is US monetary policy trying to reduce inflation, and the tail is fiscal policy.
Once again… there is no debt “forgiveness”. It’s simply a transfer of debt onto taxpayers who have no loans or have already paid theirs back. It is debt reassignment based on politics. It’s a politician buying votes at the expense of other people.
Once again… there is no debt “forgiveness”. It’s simply a transfer of debt onto taxpayers who have no loans or have already paid theirs back. It is debt reassignment based on politics. It’s a politician buying votes at the expense of other people.
Colarion @colarion
4K Followers 36 Following Investment advisor focused on the financial sector. Posts are not advice. https://t.co/NFizuUOd6G
Maxfield on Banks @MaxfieldOnBanks
18K Followers 966 Following banking and leadership / "the best newsletter in banking" / see link below for my work
CorpusColossus @CorpusCol
5K Followers 230 Following Watching through a telescope from atop the Citadel, waiting for an opportunity to tell Rictus what to do. All to build a better world, of course.
Timyan Bank Alert @TimyanBankAlert
6K Followers 4K Following Timyan® Bank Alert is a Timyan Ventures publication written specifically for community bank stock shareholders and investors.
Our Bank @OurBank3
2K Followers 771 Following The shareholders are the rightful owners. Management has a fiduciary responsibility. Proud #SHT member-Shareholders who Hate value Traps
Brad Rinschler @thebankzhar
4K Followers 1K Following Down Range Capital Management Hedge fund Manager investing in Banks. Father and scratch golfer. Long Island bred, Hofstra Alumni. This is not investment Advice.
Vapid Questions Capit.. @SomeCleverNews
1K Followers 631 Following account formerly known as Something Clever, now just an idiot asking questions
Ronbo @Ron284Ron
1K Followers 66 Following I don't say much, but when I do it's usually worthwhile. Surrounding myself with good people looking to make a contribution. No one has a monopoly on ideas.
Phil Timyan @PhilTimyan
9K Followers 5K Following Private investor, hedge fund manager, and blogger with over 25 years professional experience in community bank stock investment and shareholder activism.
Andy Schornack @Schornack
5K Followers 2K Following SMB/Entrepreneur enabler. We help owner operators grow. CEO. $1 billion in assets & growing. M&A experience X5. bank geek. growth mindset. Views=Mine
Catahoula @Catahoula_Value
2K Followers 2K Following Invests: OTC Banks, land plays and special situations. Respects: Management integrity, strong balance sheets and dividends. Favors: 100+ year franchises.
Bill @wabuffo
23K Followers 2K Following 1) If you have no edge, correct position size is 'don't buy”. 2) Position sizing is determined by downside. 3) All great investing records employed leverage.
Porter Collins @Seawolfcap
41K Followers 2K Following Co-Founder of Seawolf Capital. Value investor, short seller and 2 time Olympian. Always looking for the next Big Short.
cjriv @tinsybanks
397 Followers 348 Following
Nate Tobik @oddballstocks
12K Followers 465 Following Founder: https://t.co/UXoGe2tovO Author: The Bank Investor's Handbook (https://t.co/ppjLxcEGUP)
IP Banking Research @BankingIp
2K Followers 1K Following Independent Equity Research. An agnostic apolitical investor scouring the earth for durable and diversified cashflows. Tweets are not financial advice.
Ryan @RealRyanHess
693 Followers 514 Following Chief Lending Officer | Marketing @ULLafayette | MBA @TAMU | Geaux Cajuns | Gig Em
drivermgmtco @drivermgmtco
835 Followers 608 Following Unlocking Trapped Value in the U.S. Banking Sector
NoraPolly @eVzR1ucFHA9idQ
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Inaaya Germundson @InaayaG64911
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Anastasia Heimann @AnastasHeima
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Margy Spirer @margy_spir
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Julia Nhep @JNhep29202
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Hermelinda Kobold @hermelinda33798
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Margarette Beaird @Margarette99412
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VC @VC05530508
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No BS @no__bs__
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Jaime Hopkins @JaimHopkin
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David V @DVer
13 Followers 26 Following
Alison 💋 @Alison1633
6 Followers 486 Following Рrоmiscuous sirеn driven bу аn unstоppablе lust fоr pleаsurе
Jannat Huelskamp @HuelskaJann
65 Followers 5K Following
Double Down Capital @dd_capital
533 Followers 2K Following
Kali Dramis @ka_drami
76 Followers 5K Following
batman10023 @batman10023
724 Followers 1K Following suffering NY Jets fan, value investor, father to two wonderful kids, nyc guy but love EH
MDC @ClarkinM
5K Followers 1K Following moonlight as a special sits/event-driven investor over at Clark Street Value
Stefania Langanke @LangaStefa
17 Followers 3K Following
lbirk @lkbirk
73 Followers 973 Following
Ameera Vialpando @AmeeraVial91691
37 Followers 5K Following
Tilda Woodrow @WoodrTil
59 Followers 5K Following
Tatiana Kimberley @TatianaKim57772
100 Followers 5K Following
Beverage Ratio @BeverageRatio
2 Followers 28 Following
Penny Schumacker @PennySchum75065
70 Followers 5K Following
Alejandra Monro @MonrAlejand
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Jodie Brito @BritoJodie78978
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Mavis Wanzcky @MavisWanzck5113
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Nayeli Mcqueen @nay_mcqu
57 Followers 5K Following
Angella Jez @AngellaJe
68 Followers 5K Following
Matt K @KmateoK
541 Followers 3K Following Sometimes share ideas in search of feedback. Never financial advice.
Daniel Mazur @danmajjor
158 Followers 754 Following
Patrick @cfpat1
60 Followers 915 Following
Truth Blown Gutter Fu.. @CapitalDoomsday
101 Followers 2K Following Half insane mumbling of a fever dream
Evan is in Monke Mode.. @ApeWithSymbols
238 Followers 1K Following You say amateur as if it was a dirty word. Amateur comes from the Latin word amare, which means to love. To do things for the love of it.
Charise Clavette @ChariClavet
49 Followers 5K Following
Jumana Keathley @JumanaKeat24056
75 Followers 5K Following
Negguhtive Alpha @NegguhtiveAlpha
123 Followers 124 Following SSER slave. I’m right and you are all wrong (unless you agree with me)
Vinita Whiteaker @VinWhiteak
41 Followers 5K Following
Colarion @colarion
4K Followers 36 Following Investment advisor focused on the financial sector. Posts are not advice. https://t.co/NFizuUOd6G
Marc Rubinstein @MarcRuby
26K Followers 517 Following Former hedge fund manager, writing about finance at https://t.co/UiByE4lqSg and Bloomberg @opinion.
Porter Collins @Seawolfcap
41K Followers 2K Following Co-Founder of Seawolf Capital. Value investor, short seller and 2 time Olympian. Always looking for the next Big Short.
David Senra @FoundersPodcast
125K Followers 209 Following Learn from history's greatest entrepreneurs. Every week I read a biography of an entrepreneur and tell you what I learned. 346 biographies down. 1000 to go.
Luke Gromen @LukeGromen
251K Followers 2K Following Founder & President, Forest for the Trees (FFTT). Author of "The Mr. X Interviews, Volumes I & II.” I never solicit via DM's. RT not endorsements.
derek guy @dieworkwear
798K Followers 964 Following Menswear writer. Editor at @putthison. Creator of @RLGoesHard. Bylines at The New York Times, The Washington Post, The Financial Times, Esquire, and Mr. Porter
Harvard Zhang @harvardzhang
2K Followers 34 Following Deputy Managing Editor - Distressed Debt @Reorg. @PKU1898, @MedillSchool 🧘🏻♂️, 🍽, ✈️ [email protected]
Trepp @TreppWire
12K Followers 392 Following Trepp is the leading provider of data, insights, and technology to the #structuredfinance, #commercialrealestate, & #banking markets.
John Arnold @JohnArnoldFndtn
78K Followers 388 Following Co-chair of Arnold Ventures. Fighting special interests and status quo bias to build better systems for people.
Yaroslav Trofimov @yarotrof
142K Followers 4K Following Chief Foreign-Affairs Correspondent of The Wall Street Journal. Author. 📕Our Enemies Will Vanish📕is my latest book. Instagram/Threads @yarotrof
Stephen Miran @SteveMiran
16K Followers 945 Following Adjunct Fellow @ManhattanInst // Alumnus @USTreasury #77, @HarvardEcon 🇺🇸🏳️🌈🏋️ **Personal views only, not advice**
Louis Nicholls 💫 @louisnicholls_
6K Followers 1K Following "That newsletter guy". Driving $100m+ in subscriber lifetime value for the world's best newsletters @SparkLoopHQ | #BigListEnergy
Emanuel Cinca @emanuelcinca
2K Followers 246 Following Creator of @stackedmarketer. I tweet about running and growing a newsletter business, and remote work.
Smoak Capital @dsmoak98
16K Followers 1K Following Private fund manager focused on small/micro-caps, trying to learn from the best and turn over the most rocks. Tweets are not investment advice.
Taisu Zhang @ZhangTaisu
49K Followers 401 Following Professor @YaleLawSch and @yale_history, comparative historian, legal theorist, occasional commentator on China-related stuff.
Roger Ledbetter | RE .. @rledbetterCPA
14K Followers 658 Following Taxes, Accounting, Dad-life | Highlights tab for greatest hits | Tax impacts of Operating Agreement in link
Jack Appleby @jappleby
66K Followers 2K Following I write Future Social, a free newsletter on social media strategy | Work: Microsoft, Twitch, Beats, Morning Brew, Verizon | Inquiries: [email protected]
Sid Prabhu @sidprabhu
8K Followers 672 Following
Marscat @etiennedemarsac
7K Followers 1K Following 20 Years of Macro Fund Management // Headed the 8 bn Liquidity Buffer @EIB // Head of Rates // Central Banks // Kitesurf // Proud Father // Kitty’s Squad.
The Spread Thread @SpreadThread1
18K Followers 332 Following Former head of credit strategy | Investor/Trader | Add your email at https://t.co/XTLs3jKi6C to receive our research to your inbox for no charge
Ashley Remkus @aremkus1
3K Followers 2K Following Local investigative editor @aldotcom in Alabama. Pulitzers 2021 & 2023.
Diane Swonk @DianeSwonk
46K Followers 615 Following Chief Economist, @KPMG_US. Briefs Federal Reserve. Trained labor economist. 36 yrs experience in financial services & consulting . RTs not endorsements. She/her
John Archibald @JohnArchibald
40K Followers 812 Following Columnist. PulitzerX2. My kid has one too. Read “Shaking the Gates of Hell.” @Niemanfdn Nation. Subscribe to the newsletter: https://t.co/TvqNWGjn6X
Will Slaughter @BamaBonds
12K Followers 2K Following Southern fried fixed income. The cynic formerly known as MilwaukeeBonds.
Andrew D. Huberman, P.. @hubermanlab
1.3M Followers 1K Following Professor of Neurobiology & Ophthalmology at Stanford Medicine • Host of the Huberman Lab podcast • Focused on science & health research & public education
🇺🇸 Kyle Bass �.. @Jkylebass
288K Followers 2K Following Environmentalist and CIO Hayman Capital Management 🇺🇸Happy to Block ccp Twitter bots, Fan of Democracy, Rule of Law, and National Security. Life Member CFR
Mark P. Mills @MarkPMills
7K Followers 141 Following Director @EnergyRealities, Senior Fellow @TPPF, Contributing Editor@CityJournal, Partner, Montrose Lane. Book, THE CLOUD REVOLUTION https://t.co/RG0uZf3CQg
KKGB Kitty @INArteCarloDoss
174K Followers 2K Following Cellar Macro Cat 🔥 home of @MiamKitty🔥 home of @kittysquiddy 🔥 home of @roaringmeows 🔥 home of @CumLordeAwards
@RoaringMeows @roaringmeows
4K Followers 21 Following To get access to this account, please follow instructions at https://t.co/aU3LJuxXso AND THEN make your follow request here.
USAFacts @USAFacts
254K Followers 2K Following Our nation, in numbers. USAFacts is a not-for-profit, nonpartisan civic initiative making government data easy for all Americans to access and understand.
William Redder @RedderWilliam
17 Followers 195 Following
Cem Karsan 🥐 @jam_croissant
133K Followers 2K Following Founder, Kai Volatility. 24y Quant/Vol/Flow PM. Ex-MMaker,+10% of SPXOpt’s‘06-10. @phillipsacademy, @RiceAlumni, @KelloggAlumni, Vanna-Charmer🐍,🚫Invest Advice
Quantifiable Edges @QuantifiablEdgs
20K Followers 108 Following Assessing Market Action with Indicators and History
Rational Research @RationalResear
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Oddball Stocks Newsle.. @StocksOddball
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MI2 Partners @MI2Partners
17K Followers 1K Following Independent macroeconomic research guiding you through the big-picture framework of market fundamentals; helping you anticipate movement, execute timely trades
Commercial_Banker @CommercialBnker
2K Followers 464 Following Commercial Lending, Family Business, Family Office, Sponsor Finance. Market: Midwest. Companies 20mm-1bn+ revenue. Jurassic Park Enthusiast
Topdown Charts @topdowncharts
51K Followers 91 Following Topdown Charts is a chart-driven macro research house covering global asset allocation and economics. We primarily serve multi-asset investors and institutions.
Economic Cycle Resear.. @businesscycle
28K Followers 231 Following Cycle risk is investment risk. We partner with clients to anticipate turning points before their competition. ⬇ Find out about working with ECRI. ⬇
Clark Square Capital @ClarkSquareCap
22K Followers 2K Following Global investor. I publish in-depth research on under-the-radar stocks and special situations. Subscribe at https://t.co/i702QwsNEd
QuantMinds @QuantMinds
7K Followers 474 Following Connections and ideas that are powering quant innovation.
Rev Transcripts @RevTranscripts
4K Followers 30 Following The Rev Transcript Library uses @Rev’s leading speech-to-text A.I. and its community of freelancers to offer an unbiased, free news resource to the public.
SpotGamma @spotgamma
107K Followers 189 Following We analyze the options market. Daily commentary: https://t.co/XTAUMUtGlI YouTube: https://t.co/s0HBvNufnw… Disclaimer: https://t.co/3dBKPL2sgx…
Ironsides Macro @barryknapp
9K Followers 655 Following Ironsides Macroeconomics LLC. Macroeconomic & public policy strategy I'm not joking. This is my job. Podcast: https://t.co/RDQlWX61FE…
Permanent Equity @PermanentEquity
17K Followers 136 Following Permanent Equity stewards companies that care what happens next. We invest with no intention of selling in family-owned companies throughout North America.
This is a very good question and one as a $PFS shareholder I have been asking myself. It is certainly not the only issue I have had regarding the decision making of $PFS's management over the last 2.5 years.
Bank merger q’s. #M&A $LBAI raised sub debt at 2.85% in 2021, Now $PFS has to raise $200M at 8% or so to get merger approval. Anyone know how/why $PFS didn’t understand what regulators would want for approval before now?
@blondesnmoney @Aureliusltd28 $CASH is a terrific bank and isn't as expensive as it looks because it is more of a payments biz than a bank. In addition, the regulators are in the middle of a regulatory jihad against all the Durbin BAAS banks rn. A lot of business is going to come $CASH's way as everyone…
BIDEN, reading from his teleprompter: "Four more years? Pause?" Whoever controls the teleprompter script for Biden is running the country.
Innovation at $AAPL these days means coming up with the only product which can do less volume than the CyberStuck
Apple Vision Pro isn't selling. theverge.com/2024/4/23/2413…
A while back I tried to calculate how much value was created from Jamie's decision to hold all that cash during Covid. Ascribe some P/E multiple to the $16B pre-tax outlined below + the liquidity/flexibility put them in position to buy $FRC ... 🐐🐐🐐
Throughout the paper, Perry copies and pastes large sections of text from other authors. When she has to rely on original work, she often lapses into serious errors and basic grammatical problems. The paper—of course—was about DEI at universities.
Imagine that you and your family borrowed the $360k it costs for four years at @Columbia plus interest at today’s rates. Regardless of your religious or ethnic background, is this what you signed up for? Private university mismanagement also begs the question as to why private…
I'm hearing it's a toss up between Yale, Harvard or Columbia.
Hamas leaders looking for new HQ outside of Qatar as pressure mounts for hostage deal: report trib.al/YexFK3I
9/ As you can see the suffering is used for requesting money and donations, not for actual aid. Lack of money in a place with so much humanitarian aid distribution is not famine- it’s a cynical abuse by Hamas and their partners >
I would really love to see health insurance investors get rinsed. United, molina, etc. The long term compounder health insurance squad needs to be taught a lesson. At least costco makes people happy. No one has ever remarked gee I'm glad united health care exists.
A brilliant response by Timothy Snyder to Marjorie Taylor Greene’s accusation of Nazis in Ukraine. As a leading scholar on the subject of nationalism, Snyder makes three points: 1/n
Dayum! Thought some of these small bank grifters were brazen. Caught the $RF 8k today. Some real votes cast against some egregious BS. CEO has $33M in a deferred comp package? @RegionsBank 42M shares voted against him. Doubt the rest of the enablers will care though.
"Our reverence for the truth might be a distraction that's getting in the way of finding common ground and getting things done." — NPR CEO Katherine Maher
Sweet! Net income for the year was $33.5m compared to $25.8m in 2022. Return on assets was 2.14%. Return on equity was 23.89%. EPS up from $4.17 in 2022 to $5.30 in 2023. Excellent loan growth, minimal loan losses, continued efficiency, strong investment div performance.
A long, long time ago, I was involved in helping Wasserstein Perella sell itself to Dresdner Bank. Shortly before closing I was talking to Bruce Wasserstein about some final items and he paused and said he's going to miss the place and implied the firm is going to fall apart…
@colarion @MadolynMaddenMD @OurBank3 BTW this is a great point. Fully appreciate the gesture. People can dunk on brokers & ibankers but they eat what they kill. I love to see bank execs live this too.
@SenSanders If they wanted free college they could have enlisted in military or done ROTC
I really struggle with this day-to-day because my job is to basically see through lies, misdirection, and luck and offer a clear eyed assessment of people, process and public policy. Ultimately I do a bad job of this. I speak with thousands of people a year and have to be so…
@POTUS Your budgets are always about giving and spending our money. I never hear how you're going to reduce spending.
TAKE A MOMENT TO APPRECIATE HOW LUCKY YOU ARE TO EXIST ON THE TIMELINE WHERE THE UFC IS A HOTBED OF AUSTRIAN ECONOMIC THOUGHT.
Instead of unleashing more American energy, Biden has chosen to use America’s emergency reserves to solve his own political problems.
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