Keyes741

Degenerate

[Keyes741 @Keyes741]

Make (Canadian) Thanksgiving Great Again https://t.co/ufSvg2Nhew

[Ryan Cohen @ryancohen]

Teddy making Thanksgiving great again

[Keyes741 @Keyes741]

@cdeadheadc @exspiracolo @6days1week @Computershare @BedBathBeyond @marcuslemonis Fidelity is no longer able to DRS the warrants. After two denied requests and an hour on the phone they're not able to provide a reason. Would be interested to know if anyone else has attempted since the CUSIP change.

[Keyes741 @Keyes741]

@larryvc im houngry https://t.co/8qiRqo1iCk

[Brett Icahn @cooldude4k]

Niggas is houngry

[Keyes741 @Keyes741]

@koebbel741 @RuoKdaM Yes. There was a post several weeks ago indicating that there was a guarantor for the bonds. If Neighborhood Intelligence is actually the guarantor for the bonds, and they make outstanding principal and interest payments, these would come out of default and whoever holds them$$$

[Keyes741 @Keyes741]

@STR8FIRE_io Are you guys still around or do you just have an AI posting slop? There are naked boobies in your discord.

[Spurious🦋Spelunker @SpuriousSpelunk]

BBB(YQ) Hearing
08/11/26

The main matter to put to bed today was between Safety National Casualty Corporation and the plaintiff in docket 4766, Halimi, a customer who was injured in a Bed, Bath store. This case came up in more detail in the hearing on 06/09/26.
https://t.co/UrrObzQ9RA

https://t.co/fY7l8kIfcu
Plaintiff finally settled directly with the insurance company, NOT the Estate, so a $30-million-claim in question has now been officially wiped from the Estate's debt. Judge Papalia today approved a stipulation and certification of no objection to allow this to proceed. Great!

There was another matter originally up for today but that has also been resolved, the outcome was some potential attorney fees but NO settlement due from the Estate for the claim, claimant waived their claim against the Estate, so that's positive.

For the 34th Omnibus Objection to Claims (administrative claims), ALL claims other than Blue Yonder and Salesforce have been resolved, and those last two are up for 08/18/26.

Judge Papalia after addressing these matters: "You guys are almost bringing this home, right? It's almost done!"
Erin Gray: "Don't say that, I don't want you to jinx it! We are whittling away at the administrative claims, Your Honor."

Almost there, guys :D

[Keyes741 @Keyes741]

It may be time to stock up on rice beans and toilet paper

[Ryan Cohen @ryancohen]

The Hollow Men

American capitalism is rotting from the head down. We have replaced the "Owner-Operator"—the risk-taker-with a new, parasitic class of corporate bureaucrat: The Risk-Free Insider.

By "Insider," I am not referring to a specific title. I am referring to the entire administrative state that has captured the modern corporation. This includes the Directors who exist solely to collect fees, the Executives who exist solely to collect bonuses, and the Managers who exist solely to hire consultants.

These are the hollow men of the boardroom. They are masters of PowerPoint. They wear the right suits. They say the right buzzwords about "governance" and "ESG." But they are mercenaries fighting a war with someone else’s ammunition.

In a functioning economy, authority is tied to liability. If you make a bad decision, you lose your own money. That fear of loss is the only thing that keeps a business honest. It forces you to cut waste, obsess over the customer, and stay late to fix what is broken.

Today, we have severed that link.

We have rigged the game so that heads, the Insider wins; tails, the shareholder loses.

If the stock goes up, the Insider collects a massive performance bonus. If the stock crashes due to their own incompetence, they are fired with a "Golden Parachute" worth tens of millions. They are gambling with the house’s money, and they never leave the table poorer than they arrived.

This looting starts in the boardroom.

We have normalized a "Country Club" culture where directors are selected based on social profiling rather than their ability to build a business. The modern board member is often a professional tourist—paid an average of $350,000 a year.

Let’s be brutally honest about what that number represents. The average director is paid nearly five times the GDP per capita of the United States. They earn more for attending four quarterly lunches than the vast majority of Americans earn in five years of hard labor.

And for what?

Most of these directors are "over-boarded," sitting on three or four boards simultaneously. They treat directorships as a gig economy for the elite. They fly in, rubber-stamp a compensation package they didn't read, and fly out. They collect checks from companies they do not understand, do not use, and certainly do not love.

They are not there to ask hard questions. They are there to be collegial. They are there to protect the other Insiders.

And what happens when these boards hire executives who also have no personal capital at risk?

We get the Delegation Economy.

When a Risk-Free Insider faces a crisis—bloated expenses, a broken supply chain, or a stale product—they do not roll up their sleeves. They hire a consultant. They pay a strategy firm millions of shareholder dollars to produce a 100-page deck telling them what they already know.

This is not management. It is intellectual money laundering.

They use shareholder capital to buy an insurance policy for their own careers. If the plan fails, they can blame the consultants. They delegate the work because they are terrified of the responsibility. They would rather preside over a slow, comfortable decline than risk a bold mistake.

While American Insiders are busy optimizing their severance packages, our global competitors are optimizing their products. They are not slowed down by bureaucracy. They are not waiting for a slide deck. They are outworking us.

If we continue to fill our C-suites with administrators instead of operators, we will lose our edge. We will see iconic American franchises hollowed out by fees, managed for the benefit of the Insiders, while the true owners—the shareholders—are left holding the bag.

The time for polite governance is over.

If we want to save the American economy from mediocrity, we must demand a return to the "Owner’s Mentality." We need leaders who treat shareholder capital with the same reverence they treat their own savings. The era of the Risk-Free Insider must end.

[Keyes741 @Keyes741]

@animocabrands I've heard @kiracurrency is trying to keep his head down. Any plan on how to recoup your $7m investment?

[Keyes741 @Keyes741]

@greg16676935420 That's great greg but that's not the White House its the Linkin Memorial.

[Keyes741 @Keyes741]

@xBlooze Godspeed friend. I hope you find exactly what you're looking for.

[Keyes741 @Keyes741]

@greg16676935420 I'm sorry you have to deal with this kind of abuse

[Keyes741 @Keyes741]

@ThePPseedsShow IVF fertility treatment announcement. Baby coming?

[Keyes741 @Keyes741]

What will happen when unlimited fiat has to compete for non-fungible assets?

[Keyes741 @Keyes741]

@ryancohen Have a Happy Thanksgiving Monday. Also have a Happy Columbus Day. Make your withdrawals now since banks will be closed. Good thing we will still be able to trade our warrants.

[Ryan Cohen @ryancohen]

not bad for a piece of crap retailer

[Keyes741 @Keyes741]

@0xShotty Exceptional. You're in a league of your own.

[Keyes741 @Keyes741]

@xBlooze I just made chicken nuggets

[Larry Cheng @larryvc]

Success leads to ego.
Ego leads to failure.
Failure leads to humility.
Humility leads to success.
Success leads to ego.
Ego leads to failure.
Failure leads to humility.
Humility leads to success.
Repeat…

Seen this cycle play out more or less in many different contexts..

[Keyes741 @Keyes741]

@DarioCpx It's been a while since the last Evergrande update. Do you have any new info/thoughts on the never ending liquidation?