KnowNothingCap

[KnowNothingCap @KnowNothingCap]

@_IainMartin how did Acunto pay for his private jet and multiple mansions if the investor never existed?

[Iain Martin @_IainMartin]

One of the weirder stories of last year was metaverse turned AI startup Napster (nee Infinite Reality) that claimed it had raised $3 billion on a $12 billion valuation from an unnamed investor. It never got the money.
https://t.co/SNhOvgkDVL

[KnowNothingCap @KnowNothingCap]

I only skimmed the report, but if there are real problems at $ENSG, there should be some impact on $CTRE too, given that CareTrust owns and leases a lot of homes to them.

[MuddyWatersResearch @muddywatersre]

MW is short $ENSG. We believe Ensign rents Administrator licenses at est. ~20% of its SNFs to deceive CMS & the states. We estimate compliance alone cuts 2027 EBIT ~35% vs consensus & slows growth from ~11% to ~2%. FCA exposure possibly in Billions of $. Report link follows

[KnowNothingCap @KnowNothingCap]

https://t.co/rf1NlBtJ9a

[KnowNothingCap @KnowNothingCap]

and endgame

[KnowNothingCap @KnowNothingCap]

The saga of Infinite Reality/Napster continues.

A company with a claimed $15B valuation that doesnt seem to do much and keeps promising buyouts or IPOs that never happen.

One of the more underrated and insane stories out there

[KnowNothingCap @KnowNothingCap]

@Adrian_H this is still going on?

You think theres even a remote possibility that their claims are true?

[KnowNothingCap @KnowNothingCap]

@ShmuelLon @planert41 ברוך שכיוונתי

[KnowNothingCap @KnowNothingCap]

@ShmuelLon @planert41 depends on how you define that word

[KnowNothingCap @KnowNothingCap]

@ShmuelLon @planert41 youre forgetting the possibility of an ORBS BMNR merger

[KnowNothingCap @KnowNothingCap]

@John_Hempton @fahdananta Don’t know if you got the memo yet but shorting is now illegal in this country.
Please refrain from asking such questions.

[KnowNothingCap @KnowNothingCap]

@RealHerbHoover Spider bridge was my favorite site https://t.co/mCGyVLEhGQ

[Rosemary Mosco (Bird And Moon Comics) @RosemaryMosco]

tw//spiders

There is a beautiful new bridge in Ottawa, Canada. It’s lit up at night, so it’s a stunning way to cross this canal and see a gorgeous sunset at the same time. But there’s a wee problem.

[KnowNothingCap @KnowNothingCap]

@Adrian_H I’ve mostly ignored the guy these last few years but the cohodes victory lapping is so hard to watch

[KnowNothingCap @KnowNothingCap]

@ACapitalLP @dalibali2 They always win

[KnowNothingCap @KnowNothingCap]

@MRatable @jbulltard1 lol what are you talking about. You can look at the list of the companies and almost all of them ended up being zeroes.
Anyhow that’s not what they’re getting him for

[KnowNothingCap @KnowNothingCap]

@MRatable @jbulltard1 But nobody is saying that he didn’t have a reason for saying they were fraudulent.
Most of the companies he discussed were actually jokes.
They got him for covering his trades not for lying about a thesis

[KnowNothingCap @KnowNothingCap]

This might be one of the funniest things I’ve read in my life.
Barry Honig 😂

[Laura Loomer @LauraLoomer]

Investor Barry Honig Details Devastating Impact Of Andrew Left's Fraud On His $20M Investment & A Promising Biotech Company

Shockingly, disgraced short-seller Andrew Left is now trying to get a PARDON from @POTUS by pretending to be a Trump supporter! https://t.co/FXyomVPuwY

[KnowNothingCap @KnowNothingCap]

@ShmuelLon in shekel or dollars?

[KnowNothingCap @KnowNothingCap]

He should know. Phantom equity is pretty much what agents at Real Brokerage have received over the last few years

[Sharran Srivatsaa @sharran]

How to make a key employee feel like an owner without giving them ownership:

Phantom equity.

You (and your partners) own 100% of the business. You create a separate document called a phantom stock program. It mirrors your equity but lives outside your operating structure.

It says: “If we ever sell this business, you get X%.”

No liability. No tax consequences. No changes to your LLC or corporate docs.

But if they leave, it goes away.

Now your A player is building the business like they own it. Because in the outcome that matters most, they do.

It's the cleanest way to recruit, retain, and align without giving up control.

[KnowNothingCap @KnowNothingCap]

kind of proves that they really do drive themselves

[Collin Rugg @CollinRugg]

NEW: 50 empty Waymos invade Atlanta neighborhoods and circle their cul-de-sacs for hours early in the mornings.

Residents say they are getting waymo traffic than usual and have tried combating the cars with a neon green sign, which only made the problem worse.

The Waymos didn't know what to do and clogged the entire street.

"We have small animals and pets, got kids getting on the bus in the morning, and it just doesn’t feel safe to have that traffic," one resident said.

The residents say Waymo has not given them a response yet.

[KnowNothingCap @KnowNothingCap]

website is down

[KnowNothingCap @KnowNothingCap]

this reminds me whatever happened with that much hyped dental caries vaccine thing?

[Crémieux @cremieuxrecueil]

I'm proud to announce a trial!

And YOU -- yes, you! -- might be able to get in it.

At the end of this thread, you'll find a link to sign up.

The trial is for a gene therapy for HUGE MUSCLES🧵 (like this cow)