Holbrook Holdings

Views expressed in this forum are macro in nature. These views are subject to change and should NOT be taken as investment advice.

[Holbrook Holdings @HolbrookHldgs]

@AlderLaneEggs @FriendlyBearSA @AureliusValue @joe_bananas9 😂😂😂😂

[Holbrook Holdings @HolbrookHldgs]

@joe_bananas9 @AureliusValue @rtclark @AlderLaneEggs Check their Finra record - clean as a whistle.

[Holbrook Holdings @HolbrookHldgs]

@FriendlyBearSA @missrobbie67 The lawyers screwed up and paid the break fee so that there wasn’t a malpractice suit which would have tainted the law firm for years. In exchange everybody signed non disclosures - it’s simple. Law firms insurance probably ate most of it.

[Holbrook Holdings @HolbrookHldgs]

@blondesnmoney @hedgefundmafia I am always amazed at the chart mentality on income investments. BDC’s are required (as are funds) to pay out virtually all income and cap gains and yet the expectation is there NAV has to go higher.

[Holbrook Holdings @HolbrookHldgs]

@blondesnmoney Callable in 2 years

[Holbrook Holdings @HolbrookHldgs]

@tspencer322 @SECGov If you buy on ex-dividend day you don’t get the dividend

[Holbrook Holdings @HolbrookHldgs]

@PFoSF2 @valuedontlie That’s not the series B - series B not listed

[Holbrook Holdings @HolbrookHldgs]

@DialecticThesis @valuedontlie Also a public record of our holdings and performance and AUM

[Holbrook Holdings @HolbrookHldgs]

@DialecticThesis @valuedontlie Hobix hosix - look them up - no lp’s

[Holbrook Holdings @HolbrookHldgs]

@DialecticThesis @valuedontlie Good outcome for who? Bond investors?

[Holbrook Holdings @HolbrookHldgs]

@rtclark @valuedontlie Excellent analysis. FRG was always a sum of the parts transaction and I think businesses are already being shopped - some may sell sooner rather than later. Meanwhile, the stock float has changed hands 1.5x over the last 15 trading sessions

[Holbrook Holdings @HolbrookHldgs]

@MotherCabriniNY @FriendlyBearSA Dividend gets paid out on the 30th - yesterday it went ex. So that’s 7mm to BR - keep 3 aside for taxes and buy 4mm.

[Holbrook Holdings @HolbrookHldgs]

All I can say regarding accounts that profess the world is ending and that everybody and everything is “effed” is that misery loves company. Careful who you follow.

[Holbrook Holdings @HolbrookHldgs]

@MacroAlf Bear Steepening IS different than the bull Steepening you typically see going into recession. I still believe we are late cycle but that needs to change for confirmation.

[Holbrook Holdings @HolbrookHldgs]

@mark_dow It’s not a zero percent probability. Bull flattening and bull Steepening from here would indicate late cycle. Bear Steepening - which we have seen for a couple of months now is usually early cycle.

[Holbrook Holdings @HolbrookHldgs]

@leadlagreport CDX down 60 bps in 3 days - some credit event

[Jason H. Karp @humankarp]

One of the best and most powerful speeches I have ever heard. Whatever side you are on right now, this message will help us all.

[Holbrook Holdings @HolbrookHldgs]

@ShitBsbPlyrsSay Front heel clearly off the ground before the pivot - clearly pitcher’s balk move. But not a balk if it’s not called.