NorthStarCapital

Portfolio research & investment analysis. Concentrated on risk-managed equity positions and long-term financial performance.

[NorthStarCapital @GoNorthStar_]

Nike shares fall ~10% after earnings.

China sales plunged. Margins compressed. Tariffs bit hard.

This isn’t mismanagement — it’s policy risk in real time.

One of America’s most iconic brands just showed how Trump's tariffs hurt U.S. companies. $NKE

[NorthStarCapital @GoNorthStar_]

Nike shares fall 10% as China sales plunge, tariffs hit profits https://t.co/frfs8sgfMR

[NorthStarCapital @GoNorthStar_]

@nicksortor What is not protected is vandalism, violence, or destruction of property. Those matters are handled by local law enforcement and the courts—not by ignoring constitutional rights.

2/2

[NorthStarCapital @GoNorthStar_]

@nicksortor We are a constitutional republic, not a monarchy. Waving a foreign flag, an American flag, or no flag at all is protected by the First Amendment.

1/2

[NorthStarCapital @GoNorthStar_]

@joeroganhq You either pay your fair share or get the fuck out of this country. @stephenasmith

[NorthStarCapital @GoNorthStar_]

@YourAnonNews What have you done to conserve anything? The gas is up, the rent is up, and the groceries are up. Guess what? Your job is on the line.

[NorthStarCapital @GoNorthStar_]

@NBA @NYCMayor @MSNOWNews @NBA @NYCMayor @MSNOWNews Sporting events should bring communities together, and fans should be able to enjoy the atmosphere and return home safely regardless of which team they support.

4/4

[NorthStarCapital @GoNorthStar_]

@nba @NYCMayor @MSNOWNews An enhanced security presence around Madison Square Garden can help promote a safer environment while allowing fans to celebrate responsibly.
1/4

[NorthStarCapital @GoNorthStar_]

@NBA @NYCMayor @MSNOWNews @nba @NYCMayor @MSNOWNews The focus should be on deterrence, crowd management, and the prevention of disorderly conduct that can escalate into violence, intimidation, or unnecessary property damage.

3/4

[NorthStarCapital @GoNorthStar_]

@NBA @ESPNNBA @NYCMayor @MSNOWNews Passion is part of sports. Harassment and intimidation are not. Fans should be able to cheer for their team and get home safely. 3/3 @NBA @ESPNNBA @NYCMayor @MSNOWNews

[NorthStarCapital @GoNorthStar_]

There is no excuse for violence, intimidation, or harassment after a sporting event. Win or lose, fans should be able to leave the arena safely without fear of being confronted for supporting the opposing team. 1/3
@NBA @ESPNNBA @NYCMayor @MSNOWNews

[NorthStarCapital @GoNorthStar_]

The NBA, local law enforcement, and city officials should work together to establish a larger postgame security perimeter that extends beyond the arena and into nearby subway entrances, transit hubs, and surrounding streets. 2/3 @nba @ESPNNBA @NYCMayor @MSNOWNews

[NorthStarCapital @GoNorthStar_]

@MysterySolvents @NBA Unfortunately, that frustration spilled over after the game with unnecessary confrontations and reports of jerseys being ripped off fans’ backs. Rivalries belong on the court, not in the streets.

2/2

[NorthStarCapital @GoNorthStar_]

@MysterySolvents @nba Donald J. Trump did the right thing by attending Game 3 and bringing additional security resources. The officiating became one of the biggest stories of the night, and many fans left the arena frustrated.

1/2

[NorthStarCapital @GoNorthStar_]

@oldbrokdd @ScottJenningsKY Congress controls spending, legislation, and economic policy. Presidents don't govern alone.

If gas, groceries, and rent are crushing Americans, a GOP-led Congress that controls the purse strings doesn't get a free pass by blaming Biden for everything.

[NorthStarCapital @GoNorthStar_]

@IgorShcherbatov If voters feel their quality of life has declined, they have every right to hold elected officials accountable. That's exactly what elections are for, and come November, many Americans will be ready to make their voices heard.

2/2

[NorthStarCapital @GoNorthStar_]

@IgorShcherbatov What alternative reality are you living in?

The GOP has spent years losing credibility while Americans face higher costs for housing, groceries, and everyday necessities. Instead of offering real solutions, we're getting culture wars, finger-pointing, and political theater.

1/2

[NorthStarCapital @GoNorthStar_]

@CBSNews @SenSanders @RepAOC @RepDarrenSoto @RepMaxwellFrost @orlandosentinel @TB_Times @SunSentinel @CentralFLACLU @nyknicks @NBA Whether today's leaders live up to that legacy is for the American people to decide.

[NorthStarCapital @GoNorthStar_]

@CBSNews @SenSanders @RepAOC @RepDarrenSoto @RepMaxwellFrost @orlandosentinel @TB_Times @SunSentinel @CentralFLACLU When Donald J. Trump arrives for Game 3, he'll be in a city that still remembers the ideals JFK inspired—public service, civic engagement, and a belief that America is strongest when it moves forward together.

2/2

[NorthStarCapital @GoNorthStar_]

@ScottJenningsKY Republicans call themselves conservatives, but what exactly have they conserved? Costs are up, families are stretched thin, and many Americans feel like Congress hasn’t done a damn thing to make their lives easier.

2/2

[NorthStarCapital @GoNorthStar_]

@ScottJenningsKY Mr. Jennings, the American people aren’t interested in culture wars or playground name-calling. They’re looking at their grocery receipts, rent payments, utility bills, and gas prices.

1/2