Costanza Capital

still trying to figure it all out… hopefully faster than you. views and opinions are my own. not financial advice.

[Costanza Capital @FickleFindings]

Can’t all be winners #nflx #bird

[Costanza Capital @FickleFindings]

So this is why they keep marking non traded BDC loans at par.

[Kieran Goodwin @kieranwgoodwin]

While I agree with Julian that no rational shareholder should vote to allow $FSK to sell new shares at discount to NAV, I believe that this request will pass given shareholders general apathy to reading proxy statements.

Shareholders need to start reading the fine print and understanding their rights.

One of the important shareholder rights under the 40 Act is not allowing the manager to sell shares at a discount to NAV.

KNOW YOUR RIGHTS!

[Kieran Goodwin @kieranwgoodwin]

While I agree with Julian that no rational shareholder should vote to allow $FSK to sell new shares at discount to NAV, I believe that this request will pass given shareholders general apathy to reading proxy statements.

Shareholders need to start reading the fine print and understanding their rights.

One of the important shareholder rights under the 40 Act is not allowing the manager to sell shares at a discount to NAV.

KNOW YOUR RIGHTS!

[Costanza Capital @FickleFindings]

@Ksidiii You seem to be talking mostly directionally here, could it be that most tactical players are short vol? How does your volatility framework play into these same structures and their flows?

[Costanza Capital @FickleFindings]

@AdvisorJobs Wells Fargo Finet is kind of right in like there. Seems to be just about the only platform that sits at this middle ground you’re talking about.

[Costanza Capital @FickleFindings]

@ACapitalLP I think it was @KrisAbdelmessih who said that the goal of great traders is to make the same decision with imperfect information that they would have with perfect information. Seems to ring true here.

[Costanza Capital @FickleFindings]

@Will_Schryver On top of that $QXO is up big on the news. I’m long $Qxo on the idea building supplies has good juice worth squeezing, and Brad Jacob’s is a great one to do it. But price is interesting. $if pi is an interesting comp.

[Costanza Capital @FickleFindings]

@PythiaR Satiation as a service is still just SaaS

[Costanza Capital @FickleFindings]

@PythiaR @OnodaCapital You’re missing $hubb in here.

[Costanza Capital @FickleFindings]

@resetbasis I genuinely believe that NYC’s tenant protection laws hurt access to housing for underserved communities. The background checks ensure no landlord will rent to anyone but ideal tenants.

Just set up effective courts to deal with unfair evictions, and repeal the rest.

[Costanza Capital @FickleFindings]

@LeylaKuni If the loan is marked below par consider it in trouble.

Spreads have tightened, so the only reason to mark below par on these is cash flow troubles.

As the dudes in the elevator once said; “if it’s a performing credit, mark it to par”

[Costanza Capital @FickleFindings]

@MichaelRobison @EdKrassen See that word “illegal” in there.

The dems were concise in their language to say “you can refuse illegal orders”

Feels pretty clear that they did not commit seditious acts.

https://t.co/Tcu0xnOcaZ

[Costanza Capital @FickleFindings]

@ClarkSquareCap Have you considered… micro caps?

[Costanza Capital @FickleFindings]

@BacardiCapital Only apartment I’ve ever had with that, was the cheapest one of all.

[Costanza Capital @FickleFindings]

@jimdelisle @thatgirltrader @pulte Both?

[Costanza Capital @FickleFindings]

@jimdelisle One of my favorite things in all of the markets is watching something you hate fall apart.

[Costanza Capital @FickleFindings]

@blondesnmoney Ride the ferry around for hours?

[Costanza Capital @FickleFindings]

@blondesnmoney There’s like 2 good pizza places on cape cod and neither of them are bar’s.

[Chuckle Fox ReDox @jimdelisle]

It is truly THE testament to the idiocy of proletarian MAGA that they do not see that Trump is the most effective warrior for capital at the expense of labor in our lifetime.

[Costanza Capital @FickleFindings]

@buccocapital @benthompson Cloudflare also stole a lot of its AI scraping IP from another company. They seem to be bulls in a china shop, especially when it comes to AI.