Mind the GAAP

mostly PA ideas. all opinions my own.

[Mind the GAAP @Mind_Da_GAAP]

@Merridew__

[Mind the GAAP @Mind_Da_GAAP]

$nutx only 130k shares traded today? https://t.co/FSuq7whsTO

[Mind the GAAP @Mind_Da_GAAP]

"Mike, is there any fraud going on at the company?"

[Bill Ackman @BillAckman]

This could be the most pathetic reporting I have seen. The reporter calls the daycare centers to ask them if they are legitimate. I kid you not. How is this supposed to determine whether fraud is taking place? Are they expecting the centers to say ‘Yes. We are committing fraud.’

Six of seven don’t even answer the phone.

The media has and continues to fail us.

[Wall St Engine @wallstengine]

$FTAI Aviation launched “FTAI Power,” a new platform to convert CFM56 aircraft engines into aeroderivative gas turbines aimed at data center power demand, with production expected to start in 2026.

FTAI said the converted unit targets ~25 MW, and with its fleet and engine pipeline it believes it can scale to over 100 turbines a year.

[Mind the GAAP @Mind_Da_GAAP]

@ArbCourt Could be. But ABVX CEO lives in Boston too

[Mind the GAAP @Mind_Da_GAAP]

consensus is the jet is for $abvx which it very well could be. But LLY already has a UC drug (omvoh). So how abt $dbvt? LLY has shown interest in peanut allergy mkt and former LLY exec ran and sold Aimmune...

[Seedy19 @seedy19tron]

Biggest breaking news of the evening: Independently verified and confirmed, exact timings and flight log details coming through any second. One $lly jet landed in Paris early morning on Dec 9th.
$abvx , Dave Ricks x Marc De Garidel…

[Mind the GAAP @Mind_Da_GAAP]

@abensonNYC This.

[Mind the GAAP @Mind_Da_GAAP]

$nutx just straight bullshit from BCBS here re: Post Falls. BCBS is giving reporters a median commercial rate figure that almost certainly mixes in primary / urgent care. $2.8k is perfectly in line with ER rates, which is what NUTX's QPA should be based off.

[Mind the GAAP @Mind_Da_GAAP]

@CapybaraShort $nutx took a quick look at the lawsuits mentioned here

[Mind the GAAP @Mind_Da_GAAP]

$axti does anybody know if the lead customer is Broadcom ?

[Mind the GAAP @Mind_Da_GAAP]

@secgov

[Elon Musk @elonmusk]

It sure is a tall order 😂

Anyone can buy Tesla stock right now and come along for the ride.

There will inevitably be some bumps along the way, but, with a truly immense amount of work, I think these goals can be accomplished.

[Mind the GAAP @Mind_Da_GAAP]

@SECGov

[Elon Musk @elonmusk]

I am increasingly confident that this idea could work

[Mind the GAAP @Mind_Da_GAAP]

@ballsmeep Who’s us

[Mind the GAAP @Mind_Da_GAAP]

Looks like $WWR waited the maximum four days to release this update Friday AH buried behind an irrelevant title.🤡

[Mind the GAAP @Mind_Da_GAAP]

@ConsensusGurus wdym

[Mind the GAAP @Mind_Da_GAAP]

$pzza apollo pulled at roughly the same time....did irth win?

[unemon @unemon1]

$PZZA – IRTH Buyout Structure for joint APOLLO deal set in motion⁉️

⚡️New Incorporations in Delaware⚡️
IRTH CAPITAL MANAGEMENT GP LLC - 21 Oct 25
IRTH MARGHERIT FUND I GP LP - 22 Oct 25
IRTH MARGHERIT FUND I LP - 22 Oct 25

All of them just one week after @Reuters and @streetinsider reported a new Apollo offer at $64 on Oct 14. After Reporting IRTH and Apollo offer at $60 in June.

Margherit = Pizza Margherita? Can't be a coincidence.

= deal structure for joint $PZZA deal with @Apollo.

Has IRTH moved the shares from ALFA FUND (only holding was $PZZA) into the Margherit structure for a deal!
Earnings on Thursday. Seems like a good timing to announce the deal!
@ab_summerville @sveaherbst @reuters @Street_Insider
@billwpeters

[Mind the GAAP @Mind_Da_GAAP]

@MikeCox89697208 they’ll say anything ig

[Mind the GAAP @Mind_Da_GAAP]

theyre selling dollars for 80c