Geoffrey Seiler

Former Senior Equity Analyst at $600M L/S hedge fund Raging Capital. Extensive knowledge of TMT, consumer discretionary, energy, and midstream (MLPs) stocks.

[Geoffrey Seiler @GeoffreyBSeiler]

@NJDevilsMusee People don’t realize that Brodeur actually had generally better stats when he was older playing behind a sub-par defensive after Stevens and Niedermayer left before his injury.

[Geoffrey Seiler @GeoffreyBSeiler]

@OmarKelly I’m = Malik Willis is
Pretty = to a high degree
Introspective = inward looking with regard to (his) thoughts and feelings
Believe = accept this as true
It = that Malik is introspective
Or not = or think he is lying

Hope that helps.

[Geoffrey Seiler @GeoffreyBSeiler]

@Wendys One of your employees or the app stole my money and food. Did a mobile order and they said they never got it. Refused to give me my order even with a receipt.

[Geoffrey Seiler @GeoffreyBSeiler]

@between68and70 @jukan05 Avago bought Broadcom and took its name but kept its ticker symbol.

[Geoffrey Seiler @GeoffreyBSeiler]

@hamids $TSLA is not founder led. Musk had zero to do with founding Tesla.

[Geoffrey Seiler @GeoffreyBSeiler]

@OmarKelly It’s because early development lagged due a lack of natural deepwater harbors and navigatable rivers.

[Geoffrey Seiler @GeoffreyBSeiler]

@BigBullCap People forget Google serves ads on only 20% of its search queries. It makes the most money on simple searches like “iPhone” and “cheap insurance.” Complex search moving to AI likely doesn’t impact it that much. Running AI is also much more expensive. It won’t always be free

[Geoffrey Seiler @GeoffreyBSeiler]

@Mind_of_yakub @gurgavin $PLTR initially created a software platform to recognize hidden patterns, which was able to follow the $ with terrorism. It has since applied AI to its platform creating an OS that links virtual assets with real assets so that AI models can be used to solve real world problems

[Geoffrey Seiler @GeoffreyBSeiler]

@OmarKelly It’s Wynn.

[Geoffrey Seiler @GeoffreyBSeiler]

@ascarborough Tex A&M 57-63
UCLA 64-67
UCLA. 65-69
Ohio State: 62-64
Ohio St: 63-65
UVA 65-67
UCF 67-71

[Geoffrey Seiler @GeoffreyBSeiler]

@ascarborough Speeds I saw:

Auburn: 62-63
Auburn 55-60
Kentucky 61-63
SDSU 58-59
Clemson 67
Clemson 62-65 mostly 63
Ok St 67-70
OK St 64-67
UCLA 64-67
UCLA 64-65
Texas A&M 62-63mph
Tx A&M 59-64
Florida St 62-64
FSU 63-66
Wichita St 62-64
WS 62-64
WS 55-60
WS 63-65
UVA 63-64
UVA 61-62

[Geoffrey Seiler @GeoffreyBSeiler]

My September 14th, 2024 article discussing a JP Morgan 2021 study on how 40% of stocks in the Russell 3000 stocks face catastrophic losses and never recover. 🤷‍♂️

https://t.co/qVxbJUnQUS

Here is the original study:
https://t.co/E7yfVqjGop

[Geoffrey Seiler @GeoffreyBSeiler]

@Mckenna2028 Thank you, McKenna. Love you!!

[Geoffrey Seiler @GeoffreyBSeiler]

@muddywatersre Also every competitor cc for the past few years. “As you know there is one company taking massive share in the category. “

[Geoffrey Seiler @GeoffreyBSeiler]

@muddywatersre I was just in a Target and the $ELF inventory was all scooped up. Did you actually go to any retail stores. 🤷‍♂️

[Geoffrey Seiler @GeoffreyBSeiler]

@NiceQuarterGuys @Suicide95518428 ET and EPD are optimized to be arb businesses, but the arbs aren’t always there. When stripping away these fluctuations, they get about 7-8x build rates.

[Geoffrey Seiler @GeoffreyBSeiler]

@NiceQuarterGuys @Suicide95518428 EPD meanwhile has had periods of big gains from taking advantage of Permian differentials that aren’t always there.

[Geoffrey Seiler @GeoffreyBSeiler]

@NiceQuarterGuys @Suicide95518428 It’s like ignoring ET making $1 billion on the Texas storm and then when that bonus EBITDA went away saying the return on their capex was poor. Stuff like that why it doesn’t work. LNG also saw these huge gains the one year on the 10% of their biz that isn’t contracted out.

[Geoffrey Seiler @GeoffreyBSeiler]

@NiceQuarterGuys @Suicide95518428 Never owned PAA, but I know its marketing business fell apart. Then they also overbuilt oil pipes during the Permian boom that weren’t utilized. Looking at numbers and generalizations without context are meaningless. That’s why my old firm cleaned up in CEQP at $8