Beached Capital

[Beached Capital @BeachedCapital]

1x / Posting my write-up on Transocean Ltd. $RIG, an idea I believe represents asymmetric risk. RIG equity is a levered call option on the best-in-class operator within a bad industry undergoing major structural repair. Despite RIG’s considerable debt stack, RIG has liquidity

[Beached Capital @BeachedCapital]

@CliffordSosin “But most problems can't be worked out at a desk by thinking. Those stay bound by how fast we can build the thing and see if it holds, and that clock barely moves.”

Except the speed to build the thing just increased 50x. How is that not material?

[Beached Capital @BeachedCapital]

@fundiescapital When was the valuation easy?

[Beached Capital @BeachedCapital]

@mardehaym Skill issue

[Beached Capital @BeachedCapital]

@KoalemosCap Reporting the news for 8 figures

[Beached Capital @BeachedCapital]

@S_curvecap Do you think this Broadcom / OpenAI news is a LT threat to NVDA dominance?

[Beached Capital @BeachedCapital]

First Father’s Day with my children - what a ride it’s been!

[Beached Capital @BeachedCapital]

@junkbondinvest Windstream vibes.

Except that went straight to zero

[Beached Capital @BeachedCapital]

@CorneliaLake Windstream

[Beached Capital @BeachedCapital]

Wen AI agent multi manager?

[*Walter Bloomberg @DeItaone]

$HOOD - ROBINHOOD LETS AI TRADE STOCKS AND MAKE PURCHASES

Robinhood Markets is rolling out a feature that lets customers delegate investing and credit-card spending decisions to AI agents.

Users can connect tools like Anthropic’s Claude or Cursor to a dedicated account where the AI can place stock trades, manage portfolios, and execute spending tasks within set limits and alerts.

For credit cards, AI agents can search for deals, book travel, and secure tickets using a virtual Gold card, while users retain control through spending caps, approvals, and instant notifications.

For now, the system is limited to stock trading, with options and crypto support planned later.

[Beached Capital @BeachedCapital]

@GreensplattCap I guess I didn’t own Friendlys tg

[Beached Capital @BeachedCapital]

@GreensplattCap I owned all these value traps at one point or another in my career. Total brain damage

[Beached Capital @BeachedCapital]

@dalibali2 No sex either?

[Beached Capital @BeachedCapital]

@liron P(DOOM) on this call is very high

[Beached Capital @BeachedCapital]

@jay_21_ Why BLDR over LEN?

[Beached Capital @BeachedCapital]

@russellgates_ @benitoz @citrini What is the right share count?

[Beached Capital @BeachedCapital]

@MrMojoRisinX 🎯 you nailed this one

[Beached Capital @BeachedCapital]

@partners_road @GoshawkTrades @realKunalAShah @senatorcheese I’m weak

[Beached Capital @BeachedCapital]

@partners_road @GoshawkTrades @realKunalAShah Collegiate squash lol

[Beached Capital @BeachedCapital]

@NiklausFuller If you spell nerfed like that I’m not sure you can have an opinion on this matter

[Beached Capital @BeachedCapital]

@CorneliaLake Blood money. Will never forget the head of my desk kissing various rings to get his kid into preschool. On the horn no less