Banditocrypto

[Thomas J. Hayes @HedgeFundTips]

I just posted my latest #StockMarket note and commentary, "'Fly Now, Pay Later' Stock Market (and Sentiment Results)…" You can find it here 👇👇 $PYPL $BA

https://t.co/g2YVrYVlcg

[Pierre Poilievre @PierrePoilievre]

Prime Minister,

You said: “Any sharing of the toll revenue won't happen until all the debt, all of the debt, is repaid."

Yet we learned last night that you had signed a deal that gives the U.S. “50% of net bridge and crossing related revenues for the first 15 fiscal years of bridge operations.” Before debt repayment. Just profit sharing on a bridge 100% built with our tax dollars.

The opposite of what you said.

How do we trust anything else you say about dealing with the U.S.?

[The Food Professor @FoodProfessor]

"Farm Credit Canada CEO Justine Hendricks should be fired."

- Veteran Journalist @RobertFife.

[Thomas J. Hayes @HedgeFundTips]

(1/6) Why @stripe @patrickc would be unwise to do a deal for $pypl @paypal @EnriqueJLores BELOW $80-100/share. $PYPL is the public comp for @stripe and @stripe needs to go public to create liquidity for a lot of funds/LPs (owners) @chamath, @DavidSacks. A low valuation deal destroys their own inflated valuation for IPO 🧵👇👇👇

[Thomas J. Hayes @HedgeFundTips]

$PYPL. @EnriqueJLores @patrickc Understatement of the year... $80-90 handle minimum offer or continue execution to $150+ over 3-5 years. Ad business alone will be worth 1/2 their offer in 3 years. See below for what the "sell side" is asleep at the wheel on analysis 👇👇👇

[Thomas J. Hayes @HedgeFundTips]

@elonmusk the fact that @stripe is able to finance this acquisition with bank debt tells you 1) how lowball the offer is 2) how secure the cash flows are. How many other “software” companies get 100% financed with bank debt? You can get this thing for $95-100/share w/no cash outlay from you. @EnriqueJLores @patrickc @PayPal

[Thomas J. Hayes @HedgeFundTips]

@elonmusk are you going to allow @Stripe to steal $pypl @paypal (the company you started) at $60.50 when it’s worth double? Give us owners of $pypl $100 of $spcx stock with no lockup (or issue stock at 100x sales and give us cash) and take back your baby to make the super app you’ve always wanted. Worth 3-5x that in your hands - minimum and the $6B of FCF can fund your other projects. No brainer for you…

[Phil Rosen @philrosenn]

PayPal $PYPL is suddenly up 22% today but investor Tom Hayes (@HedgeFundTips) called the stock months ago when no one was paying attention.

The stock had fallen 80% even as revenue, free cash flow and share buybacks were all near record highs.

[Thomas J. Hayes @HedgeFundTips]

Re: @PayPal - $PYPL offer @EnriqueJLores: Sharpen your pencil @patrickc @stripe... $60.50 per share is insulting for ~$6B of FCF and re-accelerating margins. Try $80+ and you're still stealing material upside from existing owners like me and my clients, but at least worth a chat...

[Michelle Leahy Ferreri @mferreriptbokaw]

Pfeww.

I really believed Mark Holland.

Glad we cleared that up!

[Toronto Sun @TheTorontoSun]

EDITORIAL: Poilievre was right about everything
https://t.co/BrCqPnU9en

[Michelle Leahy Ferreri @mferreriptbokaw]

Pressure and skill work. 🙌🙌

Good news for Canadians! Thanks to effective Conservative opposition!

[National Post @nationalpost]

FIRST READING: Immigration has been artificially juicing Canadian GDP the whole time https://t.co/Z1cWJuIASz

[Conservative Party @CPC_HQ]

Happy Birthday Pierre!

[Andrew Scheer @AndrewScheer]

We’re the only G7 country in a recession.

At least Trudeau showed up to the House of Commons.

Mr. Carney, you need to show up and do your job.

[Kevin O'Leary aka Mr. Wonderful @kevinolearytv]

One of the three horsemen of economic destruction to the #Canadian economy. He along with @JustinTrudeau and @cafreeland brought the country’s GDP to 0. It took them a decade but they did it. An extraordinary achievement!

[Toronto Sun @TheTorontoSun]

GOLDSTEIN: The laughable claims of Justin Trudeau’s climate warriors https://t.co/lxJhT11z7D

[Pierre Poilievre @PierrePoilievre]

DERNIÈRE HEURE : Mark Carney est le SEUL leader du G7 à avoir conduit son économie à la RÉCESSION. Tous les autres pays du G7 sont confrontés aux mêmes problèmes avec les tarifs et aux mêmes défis mondiaux, mais aucun n’est en récession.

Les excuses, les discours, les belles paroles et les cérémonies de signature ne font pas croître l’économie.

Le Canada est le seul pays du G7 en récession parce que les libéraux de Mark Carney ont augmenté la taxe carbone industrielle, maintenu des lois anti-développement et doublé le déficit de Justin Trudeau.

[Matt Strauss @strauss_matt]

I am really pleased to see the NDP, the Greens, civil liberties groups, Tech giants like Apple, Google, and Meta, smaller tech firms like @NordVPN, @windscribe, @signalapp and law professors like @robertdiab and @mgeist come out with objections to Bill C22.

Every word of my original speech has been validated.

It’s rare to see such unified opposition from every corner of civil society, and every corner of the House of Commons.

[Conservative Party @CPC_HQ]

Three of Mark Carney’s flight catering bills could feed a family for a decade.

This Liberal Prime Minister spent $524,000 in taxpayer money on airplane food since last year.

Call for this costly spending to end: https://t.co/rTSx5U04VJ