Aquaman Russell

[Aquaman Russell @AquamanRussell]

@realJeremyCarl When I visit my in laws in Plano it’s the worst people you know bitching about fleeing Manhattan Beach bc of some culture war. They deserve misery.

[Aquaman Russell @AquamanRussell]

@fundmyfund We’re kind of at they point where even the longs get it. Space down 20%, dilutive M&A, massive ramp. Margins? No impact. You gotta respect it. Allowed a 600k block to clear this week.

[Aquaman Russell @AquamanRussell]

We are missing NoSunkCosts aren’t we folks

[John Ganz @lionel_trolling]

Imagine being a Republican who didn't get rich off corruption, you must feel like a real schmuck, huh?

[Aquaman Russell @AquamanRussell]

@k3ithmccullough @blondesnmoney What did I miss?

[Aquaman Russell @AquamanRussell]

@viggy_krishnan This must explain the weird bid for defense primes

[Aquaman Russell @AquamanRussell]

@DeepSailCapital @FollowTheScien8 Agree on Europe. $KOG my horse

[Aquaman Russell @AquamanRussell]

@DeepSailCapital @FollowTheScien8 Why defense stocks into peak fundamentals?

[Aquaman Russell @AquamanRussell]

@k3ithmccullough @blondesnmoney Why this and not LHX? More short cycle + “Golden Dome”

[Aquaman Russell @AquamanRussell]

@DiversityCopOut @sigmazerocap Engine PMA adoption already a steep challenge for HEI. 60% of LEAP installed base is PBH, the balance is T&M w premier license. Think this is worth some premium to BV but all these options don’t constitute a $20bn co.

[Aquaman Russell @AquamanRussell]

@InlandCaGuy More kids per square foot

[Aquaman Russell @AquamanRussell]

@DiversityCopOut @sigmazerocap Why would FTAI AP get a multiple if LEAP box out high probability? Never understood how what they doing any diff than what Delta Tech Ops or MTU MRO already do at request. Engine trading.

[Aquaman Russell @AquamanRussell]

@nuancerocket Dreamy