Park Manor Capital

[Park Manor Capital @ParkManorCap]

WTF! President Trump must fire everyone who attended this clandestine meeting with scumbags like Jake Sullivan & Susan Rice! FIRE THEM NOW! @RapidResponse47 @JoeGruters @pulte @ChrisLaCivita @JamesBlairUSA @jasonmiller @DanScavino @CLewandowski_ @alexbruesewitz @TrumpWarRoom

[Park Manor Capital @ParkManorCap]

@Brooketaylortv Even Fox News is fake news and into Suppression Polls! PAXTON HAS MASSIVE LEAD OVER LIBERAL FREAK! @RapidResponse47 @JoeGruters @pulte @ChrisLaCivita @texasgop @TXStockExchange @TexasEconDev @KenPaxtonTX @lauraloomer @dallasnews @statesman @HoustonChron @tpusa @ScottPresler

[Park Manor Capital @ParkManorCap]

WTF! President Trump must fire everyone who attended this clandestine meeting with scumbags like Jake Sullivan & Susan Rice! FIRE THEM NOW! @RapidResponse47 @JoeGruters @pulte @ChrisLaCivita @JamesBlairUSA @jasonmiller @DanScavino @CLewandowski_ @alexbruesewitz @TrumpWarRoom

[Laura Loomer @LauraLoomer]

EXCLUSIVE:

🚨 White House Staff Attended a Closed Door AI Summit Hosted By Biden National Security Advisor And AutoPen Overlord Jake Sullivan At Harvard 2 Days Ago 🚨

Sanctioned Outreach, or Disloyalty?

White House and State Department officials joined a closed Harvard session hosted by former Biden national security advisor Jake Sullivan and attended by Trump haters Susan Rice, Phil Gordon, and Avril Haines, according to a copy of the participant list for the gathering I have exclusively obtained.

The “Dialogue on AI Self-Improvement and National Security,” was held September 30 and October 1 at the Kennedy School’s Belfer Center for Science and International Affairs at @Harvard.

This event has not appeared on the center’s public calendar, and it suspiciously occurred one month before the midterm elections.

Sullivan is listed as a host, along with Belfer Center director Meghan O’Sullivan and J. Michael McQuade.

Susan Rice @AmbassadorRice, national security adviser under Barack Hussein Obama and domestic policy advisor under Joe Biden, is listed with the RAND Corporation. Phil Gordon, national security advisor to Kamala Harris @KamalaHarris, is listed with the Brookings @BrookingsInst Institution. Avril Haines, Biden’s director of national intelligence, is listed with the Carnegie Endowment for International Peace.

Maher Bitar, an Islamic jihadist and senior National Security Council aide in the Biden White House, appears with National Security Action. Christy Abizaid, Biden’s director of the National Counterterrorism Center, is listed with Google. Tarun Chhabra, who oversaw technology and national security on Jake Sullivan’s staff during the Biden administration, is listed with @AnthropicAI, as are Tino Cuéllar and Andy Jones. Jon Finer, Sullivan’s former deputy, is also on the list.

All of these people have been vicious public critics and saboteurs of President Trump. Sullivan oversaw the Biden Autopen and has used his Harvard post, and a podcast with Finer to argue that the administration is mishandling China, Iran, and technology competition. Rice has opposed President Trump since his first term and participated in spying on him.

Phil Gordon advised Harris in the 2024 Presidential campaign against Trump, Haines led the Biden intelligence community that engaged in Weaponized government and politicized leaks, National Security Action, Bitar’s listed affiliation, was built by former Democrat officials to contest Republican national-security policy.

Several months ago, I successfully exposed Bitar and his security clearance was revoked over his ties to Islamic radicals and his participation in the Russian collusion hoax.

Tarun Chhabra moved from Sullivan’s staff to Anthropic, one of the firms now across the table from skeptical Trump officials who oversee its regulatory and export-control interests.

Recently, Anthropic told the Trump administration that they fired Tarun Chhabra. Based off of this list I obtained, it sure looks like Anthropic lied!

Nobody is surprised!

The same list includes current Trump administration staff: Stephen Andrews, of the White House Office of the Deputy Chief of Staff for Policy; Jon Askonas of the State Department’s @StateDept Policy Planning Staff; Landon Heid, of the National Security Council; Wells King and Christopher Lord, of the Office of the Vice President @VP ; and Ryan Kaldahl, of the office of Senate Majority Leader John Thune @LeaderJohnThune.

Google, Google DeepMind, OpenAI, Meta, and Anthropic are among the companies that were represented at the event.

Why would Trump administration officials who are supposed to be loyal to President Trump attend an event with Obama and Biden officials who spied on President Trump?

Has @POTUS seen this?

Was this event sanctioned by the White House, or is this evidence of subversion and disloyalty one month before the midterm elections?

President Trump hates Jake Sullivan and Susan Rice.

This is not a good look! 👇🏻

[Park Manor Capital @ParkManorCap]

@foxnewspolitics 🤡🤡🤡🤡

[Park Manor Capital @ParkManorCap]

@PithyTruth @c_chief5 @RyanAFournier @POTUS @realDonaldTrump @FoxNews 🤡🤡🤡🤡

[Park Manor Capital @ParkManorCap]

@JerryBones8 @BerniceWoofwqe 🤡🤡🤡🤡

[Park Manor Capital @ParkManorCap]

@maryannwrites @jamestalarico 🤡🤡🤡🤡🤡

[Park Manor Capital @ParkManorCap]

@TheRealMadOx 🤡🤡🤡

[Park Manor Capital @ParkManorCap]

@Brooketaylortv Even Fox News is fake news and into Suppression Polls! PAXTON HAS MASSIVE LEAD OVER LIBERAL FREAK! @RapidResponse47 @JoeGruters @pulte @ChrisLaCivita @texasgop @TXStockExchange @TexasEconDev @KenPaxtonTX @lauraloomer @dallasnews @statesman @HoustonChron @tpusa @ScottPresler

[Park Manor Capital @ParkManorCap]

@Sherlock764165 @EricLDaugh Yes but revenue should come from tariffs not income tax

[Park Manor Capital @ParkManorCap]

@Sherlock764165 @EricLDaugh We must eliminate income tax altogether so families have more discretionary income

[Park Manor Capital @ParkManorCap]

🚨New TX Senate Poll (10/3): Talarico COLLAPSING in polls as voters reject his pro-abortion, pro-trans and open border policies. PAXTON WITH COMMANDING LEAD @RapidResponse47 @jasonmiller @joegruters @dallasnews @TexasEconDev @ChrisLaCivita @KenPaxtonTX @texasgop @statesman @tpusa

[Park Manor Capital @ParkManorCap]

🚨New TX Senate Poll (10/3): Talarico COLLAPSING in polls as voters reject his pro-abortion, pro-trans and open border policies. PAXTON WITH COMMANDING LEAD @RapidResponse47 @jasonmiller @joegruters @dallasnews @TexasEconDev @ChrisLaCivita @KenPaxtonTX @texasgop @statesman @tpusa

[Park Manor Capital @ParkManorCap]

🚨Democrat-controlled Federal Reserve is CRASHING MARKET with CRAZY HIGH RATES like they did in '08! ABOLISH THE FED!! @RapidResponse47 @pulte @jasonmiller @DrJStrategy @stevemiran @america @grassosteve @barryknapp @CGasparino @CathieDWood @zerohedge @ChrisLaCivita @JoeGruters

[Park Manor Capital @ParkManorCap]

🚨Democrat-controlled Federal Reserve is CRASHING MARKET with CRAZY HIGH RATES like they did in '08! ABOLISH THE FED!! @RapidResponse47 @pulte @jasonmiller @DrJStrategy @stevemiran @america @grassosteve @barryknapp @CGasparino @CathieDWood @zerohedge @ChrisLaCivita @JoeGruters

[Brad Gerstner @altcap]

Pod! Lightning Round - 25 slides - where we are, where we are going & what needs to be true to keep the AI capex cycle alive! @AltimeterCap 📈🧐

[ludoonchart @ludoonchart]

David Einhorn says the hedge fund industry is only about $2.5-3 trillion while mutual funds are more than 10x larger - and as trillions moved from active managers into passive funds, he thinks value investing got effectively wiped out: “the value investing industry... is defeated, so to speak”

this is him explaining why cheap stocks can now stay cheap for years. the investors who used to buy them got redeemed, research teams disappeared, and index flows kept pushing more money toward the biggest and most expensive companies instead

Einhorn says Greenlight had to adapt by going from paying 10–11x earnings for undervalued companies to looking for stocks at 4–5x earnings with 15–20% cash-flow yields and aggressive buybacks - because he can no longer assume another active manager will eventually show up and rerate the stock

full interview below

[Lima @limalemonnn]

this is insane. i genuinely don't understand why every ambitious person isn't shown this lecture before work starts consuming their entire life.

clayton christensen dedicated his career to studying why successful companies collapse. in his final class, he turned that theory on his students: if you keep allocating your time the same way, what life will you eventually build?

he had already seen the answer in his own harvard mba class.

at the fifth reunion, almost everyone looked successful. by the 10th, 15th, 20th, and 25th, some had stopped coming.

behind the empty seats were divorces, broken families, children living across the country, and people who had become wealthy but deeply unhappy.

none of them had planned that life.

work shows progress today. finish the presentation, ship the product, close the sale, get promoted, watch the number move.

an evening with your child may give you nothing you can show the next morning. it may take 20 years before you understand what all those evenings built.

so the next free hour goes back into work. the decision feels responsible, and tomorrow it feels responsible again.

this is how a life moves in the wrong direction without a single obviously wrong decision. every hour made sense on its own.

money, titles, and headcount fit neatly into a spreadsheet. christensen proposed another measure: how many lives became better because you were there?

he died in 2020.

open your calendar and look at where your time went over the last year. does it match what you say matters?

the full 70-minute lecture is in the video below.

[AI Avenger @AI__Avenger]

A man who compounded 50% a year for 10 years handed Columbia students the exact trade for free.

Joel Greenblatt opened Gotham Capital in 1985 with a $7M check from Michael Milken. He ran it at 50% a year for a decade. In January 1995 he handed roughly $500M back to his outside partners, closed the fund to everyone but himself, and kept teaching.

The case is Sears, 1993. Stock at $54.

Sears owned Allstate and Dean Witter, sold 20% of each to the public, then handed the rest to shareholders. So you subtract. Allstate: $28. Dean Witter: $15. Canada and Mexico: $3. Coldwell Banker: $2.

That leaves $5 a share for the retailer. $27B of sales, no debt. J.C. Penney was trading at 55% of sales. This was 5.5%.

Then he turns it on himself.

September 1992, the announcement. Missed it. April 1993, the offering. Missed it. June 1993, the board approves. Missed it. Wall Street Journal front page every time, and he was 12 years into the job.

July 5, 1993. Michael Price lays out the whole sum of the parts in a Barron's interview. That is when he finally moves. Buys Sears, shorts the pieces he doesn't want, puts up $5 for the stub. Roughly $30 two months later.

He gives away the tells too. Why a parent sells exactly 20% and never 21%. Why "no intention of disposing of this interest" means they are about to dispose of it.

Then he asks the room how a front-page trade sat open for 2 weeks.

Nobody answers. He says he still can't explain it either.