Brian Walker

[Brian Walker @brianmwalker11]

@bot @bot

[Brian Walker @brianmwalker11]

@Patrick_Walther They said they were “scaling back” Northstar. Do you think they sold out of all of those positions? $20b as of 3/31.

[Brian Walker @brianmwalker11]

@brunoswerneck @ByrneHobart @MarcRuby @JohnStCapital @patrick_oshag https://t.co/rI3ajKavKb

[Brian Walker @brianmwalker11]

@MasaSonCap @Patrick_Walther @OpenOutcrier SoftBank still owns a call for 50 million TMUS shares at $150 strike so still in the game!

[Brian Walker @brianmwalker11]

@Patrick_Walther @OpenOutcrier DTE owns a call to buy 101.3m TMUS shares at $103 from SoftBank. Over $10b coming in to $SFTBY just as the buyback ends.

[Brian Walker @brianmwalker11]

@jimcramer These companies were not “created” they went public. The reason the Wilshire 5000 only has 3500 stocks is because companies were private for longer. The investing public now has a chance to own early stage co’s. Riskier? Yes but a positive.

[Brian Walker @brianmwalker11]

@Stephanie_Link If negative 75 bps real rate on the 10 year is the new normal, anyone with long term liabilities needs to move out the risk curve.

[Brian Walker @brianmwalker11]

@LizAnnSonders @jj_shipley Is SPX earnings yield based on TTM vs current 10 year yield? If so, very deceiving chart.

[Brian Walker @brianmwalker11]

@EnronChairman Yield curve control

[Brian Walker @brianmwalker11]

@honam @GavinSBaker @Coupang Vision Fund owns 25% of Arm. SBG was selling assets to buy their stock at a 50% discount to NAV.

[Brian Walker @brianmwalker11]

@value_invest12 @MasaSonCap I have been corrected they did transfer the Coupang stake to VF.

[Brian Walker @brianmwalker11]

@MasaSonCap @Patrick_Walther So much for shenanigans. Worked out well for the SVF LPs.

[Brian Walker @brianmwalker11]

@Patrick_Walther Didn’t see shareholder list either. Thanks!

[Brian Walker @brianmwalker11]

@MadThunderdome $CWGL needs to copy their e-commerce model. Undervalued land and inventory as well.

[Brian Walker @brianmwalker11]

@MasaSonCap What % of SoFi does SB own? Participated in a bunch of rounds since 2015 and extracted the stake from Renren.

[Brian Walker @brianmwalker11]

@zerohedge How many Robinhood accounts have over 500k in assets? Robinhood Financial LLC is a member of SIPC, which protects securities customers of its members up to $500,000 (including $250,000 for claims for cash).

[Brian Walker @brianmwalker11]

@takede3 The US stock closed 8320 JPY ($40usd) today.

[Brian Walker @brianmwalker11]

@value_invest12 Unlike MAC these guys did a fairly dilutive capital raise. Still 20% NAV post raise? The co’s debt has rallied back.