right tail cap

value-oriented public equities investor

[right tail cap @RightTailCap]

@alexsongis Actually fairly non-obvious. Everyone thought D Sol running it into the ground

[right tail cap @RightTailCap]

@partners_road Including mentoring Steve Mandel!

[right tail cap @RightTailCap]

@patrick_oshag @johnarnold hi @johnarnold - would love to hear your view on fuel cells as a future energy source, which seems increasingly cost competitive vs gas/solar+battery

[Ryan Butler @ButlerBets]

Not surprisingly, the nation's leading sportsbooks as well as Maryland casino operators including MGM, Caesars, PENN Entertainment and Cordish Companies today testified in support of a bill that would ban sweeps casinos in MD

[right tail cap @RightTailCap]

@S_curvecap @CuiBonoCapital Why would DASH or Uber buy? Aren’t their standalone grocery efforts taking share ex-CART?

[right tail cap @RightTailCap]

@ButlerBets *Fewer NEW players

[right tail cap @RightTailCap]

Probably a good time to remember that what the government gives...they can also take away

[right tail cap @RightTailCap]

@TheBenSchmark $TLN massively over-earning on PJM capacity revs, yet people still capitalize those earnings…

[Jason Furman @jasonfurman]

A terrific statement from a true statesman.

I am grateful for everything Chair Powell is doing to resist this outrageous attempt by the President to use lawfare to subvert the Fed’s responsibility to pursue the objectives set for it by law—maximum employment and price stability.

[right tail cap @RightTailCap]

@bucketshopcap Most Covid era analysts are either fired/quit or are now long power/datacenter bottlenecks (the latter of which are still applying secular growth mults to cyclical businesses)

[right tail cap @RightTailCap]

@TheBenSchmark $TLN massively over-earning on PJM capacity revs, yet people still capitalize those earnings…

[right tail cap @RightTailCap]

@BucknSF haven’t a couple of those on 4 already been on sale, eg alkt / ncno

[zerohedge @zerohedge]

All major markets outperformed the US in 2025

[right tail cap @RightTailCap]

@UnHedgedChatter @rsandler21969 @DougKass @brian_armstrong @CFTC He’s on the Board of Entain, which owns 50% of BetMGM

[right tail cap @RightTailCap]

@S_curvecap Agree, rather than buybacks
near ATH, good deals can do more to drive LT shareholder value.

Like the SNPS deal the most (vs price paid). Skeptical NFLX can get double digit ROICs on HBO/Warner (absent large price hikes). NOW a real head scratcher but know Armis asset the least

[right tail cap @RightTailCap]

My @eightsleep has completely stopped working in the last 2-3 months. It has been a slow and painful death where now it just doesn’t start. Anyone else see something similar? @eight_support is completely useless

[right tail cap @RightTailCap]

@Alfred_Lin @Kalshi @mansourtarek_ @luanalopeslara Congrats on creating a legacy of destroying/violating states rights and expanding access to gambling amongst the financially vulnerable! Great job.

[1X @1x_tech]

NEO The Home Robot
Order Today

[Return on Cap @returnoncap]

Absolute mandatory reading. Mandatory.

https://t.co/FkNFh2QUEz

[right tail cap @RightTailCap]

@ContrarianCurse Super tricky. I think can't ask w/in 15 mins of meeting someone than fair game. Most of the time if I someone asks w/ <15 mins, I just reply "oh something in finance"

[right tail cap @RightTailCap]

Really makes your question the moat of Cursors / et al of the world