James Sullivan

Curious, Pizza, Investing.

[James Sullivan @J_Sull]

@dollarsanddata It's a great book. Congrats Nick.

[James Sullivan @J_Sull]

@jbteller @BillSimmons He makes ~$300M every 90 days or so from $MSFT dividends. But yea, he got in at a good price. A normal* billionaire could be temped to sell.

[Brad Thomas @bradthomas]

Everyone is talking about AI, and I'm buying airport real estate...that's essentially the $SKYH thesis.

You can't build another Manhattan, and you can't build another major airport either.

$SKYH is acquiring long-term control of scarce airport land and turning it into a recurring cash-flow platform for private aviation... that's a moat... that's HALO.

Long: $SKYH

[James Sullivan @J_Sull]

@Michelm0808 @uriahz @realEstateTrent Some don't. Some definitely do. They should be locked in the wall mounted bracket.

[James Sullivan @J_Sull]

@JonesOnTheNBA

[Tommy Beer @TommyBeer]

Dude

[Kevin O'Connor @KevinOConnor]

The Knicks are an example of smart, courageous team building. Firing Thibs for Mike Brown was a ballsy decision by the Knicks. One of many that got them to this point. RJ & Quickley for OG, trading a 1st for Hart, signing Brunson to a big deal, the Randle for KAT deal, sending a ton of picks for Bridges, and moves around the edges like adding Shamet and Alvarado. Some teams are built through the draft. The Knicks were built through masterful trades and signings. Big time credit to Leon Rose and that New York front office.

[James Sullivan @J_Sull]

@SheaSerrano

[Bill Simmons @BillSimmons]

This is an unfathomable Brunson performance even for him.

[Sean Fennessey @SeanFennessey]

Tell me more about how he’s not dirty.

[James Sullivan @J_Sull]

If the Knicks come back, down 13 early in the second quarter, the spurs have NO chance in game 6. @nyknicks

[Kevin O'Connor @KevinOConnor]

I truly can’t believe this call.

[Brad Thomas @bradthomas]

Most investors see $SKYH as a hangar company.

I see a company assembling 50-year claims on some of the most irreplaceable airport real estate in America.

The thesis isn't private jets.

The thesis is scarcity. No new airports. More aircraft.
Larger aircraft. Growing demand for modern hangars.
That's a HALO asset. $SKYH

(Read my article on Seeking Alpha)

[Oh No He Didn't @ohnohedidnt24]

KAT:

"I just felt a calm and a peace that had to be come from the woman above (his mom). I felt like a kid. It was just fun out here. It felt like I was a kid getting ready to go play my Saturday AAU games and Sunday AAU games. In a way I felt like I was seeing her in the stands"

[James Sullivan @J_Sull]

https://t.co/Zhd28iAoBc Great article on $SKYH

[James Sullivan @J_Sull]

@WEMBYWOMBA @YahooSports

[Mike Beauvais @MikeBeauvais]

ESPN should let Mike Breen abandon all impartiality in the NBA Finals and allow him to go full Knicks homer.

"And Gilgeous-Alexander is good for two. He's not even from our country, RJ. Does he even respect our nation? It's a fair question to ask. He hates our freedom, Richard."

[Lev Akabas @LevAkabas]

The New York Knicks just played the most dominant 10-game stretch in NBA history, and it's not even remotely close