PEinPublic

Investor @ a large cap PE. Investing personally in public markets

[PEinPublic @PEinPublic]

@insane_analyst Long?

[degentrading @degentradingLSD]

$META headlines actually indicate even more capex - they are just planning what to do if they overbuilt.

[PEinPublic @PEinPublic]

@MoneyPrinter0x I have a good feeling about the Koreans

[PEinPublic @PEinPublic]

@TBU12345678 @zephyr_z9 I like $AEIS here after their valuation reset to play into this theme

[PEinPublic @PEinPublic]

@ParadisLabs QoQ revenue growth is too low

[PEinPublic @PEinPublic]

@bubbleboi This is really not a story

This sort of setup is extremely common in RE / Infra space to keep assets (and associated debt) off balance sheet. There’s a number of reasons this can make sense and shouldn’t be something to worry about inherently

[PEinPublic @PEinPublic]

@ContrarianCurse @LeAbbeFaria Is the bid unwinding of shorts or genuine longs? In your opinion

[PEinPublic @PEinPublic]

@ContrarianCurse Where is the rotation to?

[Vikram Sekar @vikramskr]

$ADI is so underdiscussed in the semi space.

Integrated Voltage Regulators are like the CPO of the power world.

The closer you are when you convert power to the chip, the more efficient it is.

[PEinPublic @PEinPublic]

@boring_invest Let me know if you want to grab a beer ! :)

[PEinPublic @PEinPublic]

@Hunter13Coleman @SemiAnalysis_ Great, thanks a lot

[PEinPublic @PEinPublic]

@Hunter13Coleman @SemiAnalysis_ What is the name of this RBC report ? I’m struggling to find it. Thanks

[PEinPublic @PEinPublic]

$RILY NAV increased $3 per share today… the discount to NAV it’s trading at has increased, once again, massively. $BW $APLD

[PEinPublic @PEinPublic]

At current levels, For every 10% increase in $BW share price the implied increase in $RILY NAV is $1 per share…

[PEinPublic @PEinPublic]

@OnodaCapital Can happen. The question is why does management not seem to know why they walked away…

[PEinPublic @PEinPublic]

$NVTS CEO’s French accent is so strong I’m struggling to understand what he is saying… sounds bullish tho

[PEinPublic @PEinPublic]

@vikramskr @KeithBolognese But I thought power semis are the next optics ? :)

[PEinPublic @PEinPublic]

@JD4289 25-30 is not improbable at all. It will be a mechanical spike from covering / margin calls in low volume. Will likely get totally out of hand for the shorts

[PEinPublic @PEinPublic]

$RILY options up 20% today. Equity rising following the bond / pref rise. Bond market pricing bankruptcy risk at zero, equity due to catch up soon and the shorts will be trapped on the low float as equity value moves up toward NAV. Coiled spring. $BW $APLD

[PEinPublic @PEinPublic]

@JD4289 I’m curious what instrument you are investing in RILY via?