Osprey Capital

Healthcare Equity Investing. Tweets are not investment advice. May buy or sell any security without any disclosures.

[Osprey Capital @MBbiotech]

Yep!

[Osprey Capital @MBbiotech]

@joeyyochheim @CadioArena 2:18 at 72? Don't think so. Your bigger point that he's crazy fit for his age is a good one. That time has gotta be a PR from years ago. You obviously don't run otherwise you wouldn't make such an outlandish claim.

[Osprey Capital @MBbiotech]

@JesseKellyDC @Timcast Great analogy, Jesse!

[Osprey Capital @MBbiotech]

@DanielSLoeb1 They'll never raise that money. They'll likely only get a fraction of it and piss off a lot of people along the way.

[Osprey Capital @MBbiotech]

@WestHarlm Yep. Elections have consequences.

[Osprey Capital @MBbiotech]

Florida and a million other places. People who own second homes are highly mobile. There's a point where taxation simply gets too high and breaks the camel's back. There's plenty of evidence that they're at that point in NYC. If you think that New York City is so special, I'm here to tell you that it isn't. Even for people who think that it really is, a high % will be happy to dump that second home and just stay in hotels.

[Osprey Capital @MBbiotech]

@CalltoActivism In a stunning win for stupidity maybe. That revenue he hopes to capture is simply going to https://t.co/lfJKYxuqhx far, he administration is an abject failure.

[Osprey Capital @MBbiotech]

So dumb. Mamdani is just another ignorant politician who thinks that raising tax rates raises revenue. Wait until he finds out it doesn't work that way.

[CALL TO ACTIVISM @CalltoActivism]

🚨HUGE! In a stunning win for his tax the rich plan, Mayor Zohran Mamdani just reached a deal with Governor Kathy Hochul tax second homes valued over $5 million owned by out-of-state residents. The taxes will generate $500 million annually for the state. This is amazing.

[PPG @PPGMacro]

Robin was recommeding this weeks ago.
https://t.co/UTi9a9AqUB

[Brian Wesbury @wesbury]

It will never open. And, if I am wrong, it will fail quickly. Government does not have a clue how to run a business.

[Osprey Capital @MBbiotech]

@chicfryrice "Normal" it's becoming unusual!

[OSINTdefender @sentdefender]

During the opening stages of the Iran War, the U.S. Army, specifically the 1st Battalion, 121st Field Artillery Regiment of the Wisconsin National Guard, which operates the M142 High Mobility Artillery Rocket System (HIMARS), fired the Pentagon’s entire inventory of next-generation long-range Precision Strike Missiles (PrSM), with replacements quickly being produced by Lockheed Martin, according to Aviation Week.

[Osprey Capital @MBbiotech]

@Major_America_ America should say "now you are buying oil from us"

[Osprey Capital @MBbiotech]

Whoa

[Global Surveillance @Globalsurv]

🇨🇳🇮🇷🇺🇲CHINA has issued a strong warning to US reinstating that China has an energy agreement with IRAN and it ships will not be intercepted.

Chinese Defense Ministry:

‘Chinese ships continue to move in and out of the waters of the Strait of Hormuz. We have trade and energy agreements with Iran, which we will respect and abide by.

We expect others not to interfere in our affairs. Iran controls the Strait of Hormuz, and has opened it to us.’

[Osprey Capital @MBbiotech]

@JimChuong Good for you! What about taxes, Jim?

[Elon Musk @elonmusk]

What happened to all the Tesla killers that legacy press and hedge fund short sellers predicted were coming? 🤔

[Osprey Capital @MBbiotech]

@msp12389 @ewarren Oh geez. I missed that.. thank you. I will delete the tweet because it loses its meaning.

[Osprey Capital @MBbiotech]

@david_parker David, I sympathize greatly with you, as I am originally from California. It peaked many years ago and has been circling the drain. Move to Alberta, or even better, Idaho.

[Osprey Capital @MBbiotech]

@Biohazard3737 24% of portfolio is in $COGT

[Osprey Capital @MBbiotech]

100 years from now, historians will name Elon as the defining business person of our times.

[Ian Miles Cheong @ianmiles]

Marc Andreessen highlights why the people who work for Elon Musk echo the exact same sentiment as those who worked for Steve Jobs. Even after difficult interactions or a sudden departure, they inevitably report that they did the best work of their entire lives because they were pushed to their absolute limits.

What drives this intense environment is a demand for truth-seeking at all costs. People who criticize Elon often miss this fundamental trait. He genuinely wants to know the ground truth and has zero tolerance for anything else. When confronting bad news, he is absolutely ruthless and relentless in making sure he understands exactly what is actually going on.

This level of radical transparency is shockingly rare in the business world. The typical startup founder operates on forced optimism, constantly putting on a brave face, telling everyone to have faith, and promising that everything will be great just to keep talent from leaving.

Elon completely flips that standard script. He operates with pure urgency by simply telling the unfiltered truth, even when that truth is that the company will go bankrupt and die if they fail. In almost any other corporate environment, that level of blunt, existential dread would cause the talent pool to immediately bleed out.

But for the teams working under him, that brutal honesty acts as the ultimate catalyst. It strips away the corporate fluff and forces them to rise to the occasion, leaving them with the undeniable realization that, much like the engineers who built the first iPhone, they just completed the greatest work of their careers.

[Osprey Capital @MBbiotech]

$RVMD “These are dramatic, practice-changing outcomes, and our focus now is moving quickly to bring this potential new treatment option to patients who urgently need new treatment,” Revolution Medicines' potential breakthrough pancreatic cancer drug succeeds in late-stage trial https://t.co/4KpSmYM2u2