Middle Management

Common Sense is Not Common. Not investment, financial or legal advice.

[Middle Management @MiddleMgmt1]

@eastdakota why dont u do an activist campaign if u feel so strongly

[Middle Management @MiddleMgmt1]

@MarkosAAIG I listened to the first $WYFI earnings call…they couldnt even keep nonspeakers muted…id question their “retrofit” model’s value esp long term and their ability to execute…wish them the best but understand there is a need to execute flawlessly

[Middle Management @MiddleMgmt1]

@IlliquidInsight lazard does not pay well esp analysts and associates relative to Centerview, Evercore etc

[Middle Management @MiddleMgmt1]

@Restructuring__ id rather take a shot and lose money than get a 1% return and yes a serious comment

[Middle Management @MiddleMgmt1]

@BATMongoose it isnt though given different implied valuation. The pair trade would be long $SATS short $SPCX given delta in valuation. But lol what do I know I will not be doing a SOTP trade again

[Middle Management @MiddleMgmt1]

@edvestments @Z3TURIN seperately, hard to hire high quality people (GCs, construction etc) last $CLSK - candidly they were just behind peers…so this idea of moving last isnt truthful obviously haha…rooting for them but look hard to get electricians, etc…they are lucky they have an energized substa

[Middle Management @MiddleMgmt1]

@Bruce_LeeWayne @CleanSpark_Inc @TheBitcoinConf @GaryVec @smatthewschultz where was this said

[Middle Management @MiddleMgmt1]

@edvestments @Z3TURIN speaks poorly if u had the power available and couldn’t use your competitive advantage

[Middle Management @MiddleMgmt1]

@sean_________ the $GEV long term story will also be nuclear and fuel cells…

[Middle Management @MiddleMgmt1]

@awkblksquirrel @sagharborcap legends seats give free food etc and all the fancy restaurants etc

[Middle Management @MiddleMgmt1]

@awkblksquirrel @sagharborcap if you to a yankees game, legends seats are the place to be. otherwise nose bleeds etc for the culture

[Middle Management @MiddleMgmt1]

@origoinvest im just shocked at the discrepancy in underlying valuation. Doesnt seem promising but fingers crossed for next week

[Middle Management @MiddleMgmt1]

$SATS makes me feel like a value investor…trades like garbage on a seemingly decent thesis

[Middle Management @MiddleMgmt1]

not full consideration but equity component

[Middle Management @MiddleMgmt1]

$SATS $SPCX seems to be about 35bn of value in stock at IPO price

[Middle Management @MiddleMgmt1]

@TMTLongShort I haven’t figured out whether money will be fully meaningless - knicks final tickets and malibu homes are scarce assets…other stuff price will crash

[Middle Management @MiddleMgmt1]

@justfactstruth @stevenmackr yep ive felt the same thats them being conservative

[Middle Management @MiddleMgmt1]

@justfactstruth For clarity