sean farinaccio

markets and stuff

[sean farinaccio @FarinaccioSean]

@CGasparino Thanks Charlie

[sean farinaccio @FarinaccioSean]

@stevehou Reasonable fs

[sean farinaccio @FarinaccioSean]

@dampedspring Wonder what extended thinking would’ve said

[sean farinaccio @FarinaccioSean]

@DannyDayan5 @fkronawitter1 Elbit I think

[sean farinaccio @FarinaccioSean]

@Rimini_Global @tphuang @Mikethejohnson Don’t delete these

[sean farinaccio @FarinaccioSean]

@partners_road At the final pricing for sure, but the studios and IP had some value to them. Versant multiple was the tell

[sean farinaccio @FarinaccioSean]

@blondesnmoney 😂😂😂

[sean farinaccio @FarinaccioSean]

@buccocapital And they just might

[sean farinaccio @FarinaccioSean]

@TheValueist Honestly you’re clearly excellent and I value you but I can’t imagine not just reading the report giving the density of this

[sean farinaccio @FarinaccioSean]

@RealJimChanos @longgamma 👑

[sean farinaccio @FarinaccioSean]

@blondesnmoney This is also kinda why I love them. But yes - pragmatism

[sean farinaccio @FarinaccioSean]

@blondesnmoney I can’t with this, and was/am long FUN. What’s next?

[sean farinaccio @FarinaccioSean]

@Citrini7 The wit don’t quit 🫡

[sean farinaccio @FarinaccioSean]

@off_the_run @anael_tw I feel this is very interesting - I was thinking about Comcast’s Showmax stake myself. Makes huge sense. Article from some years ago overall spoke of comcast interest in Europe

[sean farinaccio @FarinaccioSean]

@Citrini7 He’s losing this one, IMO.

[sean farinaccio @FarinaccioSean]

@ResearchQf Hey sir, long time no interaction. This thesis has crushed beyond belief, you deserve a ton of credit. Dropped you a DM, would love to engage briefly. Hope you’re well otherwise.

[sean farinaccio @FarinaccioSean]

@markoinny Arb it for now, right? Plenty of like-assets at 12.5% relative implied valuation. Also hoping this finds you well Marko!

[sean farinaccio @FarinaccioSean]

@WagieCapital Buyer HOND

[sean farinaccio @FarinaccioSean]

@blondesnmoney Scuse me? 😂🫩

[sean farinaccio @FarinaccioSean]

@PythiaR Hence HOND trading the way it is