Bill Lester

Just another ski bum

[Bill Lester @BillyBobHEDPS]

@BillAckman Just write a check, Bill. You have looted the system for a very long time. Keep crying it’s very entertaining to watch you as a HedgEye customer.

[Bill Lester @BillyBobHEDPS]

@Hedgeye Deeply saddened

[Bill Lester @BillyBobHEDPS]

RKLB

It’s down 80% already but they are back in business

[Brandon Beylo @marketplunger1]

Forget multi-baggers.

Pitch me a stock that won’t go down 50% over the next 12-18 months.

[Bill Lester @BillyBobHEDPS]

@HedgeyeDJ I'd like to submit my resume

[Bill Lester @BillyBobHEDPS]

Say it ain’t so…..

[Jonesy @HedgeyeDJ]

Jonesy is no longer a drinker.

The era of The Shift has ended.

[Bill Lester @BillyBobHEDPS]

Holiday in Cambodia

[Jonesy @HedgeyeDJ]

Name this album cover, wrong answers only . . . :-)

CC @hedgeye @KeithMcCullough

[Bill Lester @BillyBobHEDPS]

Good work if you can it…

[Jonesy @HedgeyeDJ]

Tomahawk Steaks and Opus One for the interns last night ... How nice of a boss is Jonesy? 😎

[Bill Lester @BillyBobHEDPS]

Will the mortgage reset help or hurt UK banks?

[Hugh Hendry Acid Capitalist TV @hendry_hugh]

Bad Medecine

Heroin (?), I could do with some of that in London.

Body horribly distorted by the overnight flight.

But also, the UK just seems so much in peril. My fave cafe / gym, Bodyism in Notting Hill, is closing 🙄.

The insane reset in British mortgages is forcing landlords to hike rents further, like a failing restaurant being instructed by its bankers to raise prices.

I do wonder how long the short rally persists in cable ??

1,35 tops, I think, but the long position seems increasingly more loaded with downside than upside...

And Central Bankers' understanding of inflation seems similar to prescribing heroin for coughs and headaches

[Bill Lester @BillyBobHEDPS]

Stud

[Nick Balch @HedgeyeSoftware]

anyone else find today's @hedgeye #earlylook by Drago @HedgeyeFIG @HedgeyeFIG2 particularly excellent? i found it direct, hard hitting, and eloquent. The #EL phrased the problems in both short term and l-t ways. thank you Drago. Small excerpt below.

[Bill Lester @BillyBobHEDPS]

@HedgeyeDJ Safe travels

[Bill Lester @BillyBobHEDPS]

Play well, win money

[Keith McCullough @KeithMcCullough]

Top 🔝 of the risk mgt morn from Ardglass, Ireland 🇮🇪

[Bill Lester @BillyBobHEDPS]

Vanishing Point

[Hedgeye @Hedgeye]

What movie is this piece of vile crap (living in his parents’ place in California under house arrest with access to Netflix and a host of other amenities) watching right now?

Best answer wins a Hedgeye hat and bragging rights.

[Bill Lester @BillyBobHEDPS]

Wow. Hedgies speculating on something. Now there is something you don’t see every day. I hope they are throwing in a bottle of wine with each transaction. Someone is going to need a drink.

[Tiger @NotChaseColeman]

Hearing through the grapevine that several mega funds are stock piling $NVDA AI GPUs (A100s/H100s) and planning to resell them later. Beat and raise confirmed. $NVDA

[Bill Lester @BillyBobHEDPS]

Go Knights

[Michael A. Blum @mablum]

Go Knights Go!
#UKnightTheRealm

[Bill Lester @BillyBobHEDPS]

Ah, Red Cabbage as a source of wealth for a foreigner. And all it takes is imagination and 10 years. Interesting though.

[Hugh Hendry Acid Capitalist TV @hendry_hugh]

You make me laugh...

You're a time lord projecting from 10 years in the future

Imagine China rewarding you with currency appreciation ??

Their economy has risen from near nothing to $17.5 trillion last 30 years and their FX has lost value vs the $

SangreDeToro you're more Shangri La...

You're not an Acid Capitalist

Please get smarter

[Bill Lester @BillyBobHEDPS]

Ranger Rick !

[Marc Boracchia @DataProbability]

Improving swing more practice hardest part is sticking that ass out lmfao

[Bill Lester @BillyBobHEDPS]

Leafs hockey is nothing to stress about. It ends the same way

[Robert McGroarty @HedgeyeRJM]

I enjoyed “AIR” with my wife (real solid movie), but now mega stressed with OT Leafs hockey.

[Bill Lester @BillyBobHEDPS]

Grateful

[Bill Lester @BillyBobHEDPS]

Big time Big Time

[Robert McGroarty @HedgeyeRJM]

Going live...we are off the lobby at the Hyatt in some pods if anyone wants to join @BillyBobHEDPS and myself.

[Bill Lester @BillyBobHEDPS]

Add a couple vultures, it would be perfect