Capitalist@Large Jr.

Equity Analyst - Activist & Special Sits

[Capitalist@Large Jr. @CapitalistWJR]

It’s a real shame nobody listened to this guy two years ago to the day. “Where are the pensioners yachts?” https://t.co/FkIlP1ZGdn
@FT @nationalpost

[MikesMoneyTalks.ca @moneytalkstweet]

The UK’s National Wealth Fund has posted a cumulative return of -24.9% over two years, with losses nearly doubling since 2024.

[Michael Spyker, P.Eng, MBA (Great Distinction) @ShaleTier7]

The price at which North America can produce 200 Bcf/d is like $5 USD/MMBtu. It's not $10 USD/MMBtu, and there will never be a shortage.

Matthew Smith, DM me and we can talk, your conclusion is very, very wrong.

[Capitalist@Large Jr. @CapitalistWJR]

@internpierre @invest091 Which one is made by LEGO?

[Capitalist@Large Jr. @CapitalistWJR]

@ArashMadani That’s me lol

[Capitalist@Large Jr. @CapitalistWJR]

@inglouriouscap It was funny because we were trying to justify a much higher valuation to an investor who’s alma mater was MS so mid called we got their model and found the discrepancy. Though they were inline with the rest of sell side

[Tony Castelluccio @T_Castelluccio]

IPO Incoming
Fannie Freddie
$fnmas $fmckj

[Capitalist@Large Jr. @CapitalistWJR]

@CasinoCapital @MishGEA @calculatedrisk Solid, but your lore of wiping half a trillion from markets on GS "whisper numbers" is a legendary story

[Capitalist@Large Jr. @CapitalistWJR]

@michaelbhorner Nature’s most renewable energy source. 🌱

[Capitalist@Large Jr. @CapitalistWJR]

@xAlexTHFC @RPMComo

[Capitalist@Large Jr. @CapitalistWJR]

@HYcorps @DeepSailCapital Are you watching the IQVIA data Wedbush is reporting?

[Capitalist@Large Jr. @CapitalistWJR]

@RPMComo 👍 yeah agree with you. Elkan going over team principal��s head for marketing aspect instead of team building makes me second guess Exor leadership now.

[Capitalist@Large Jr. @CapitalistWJR]

@YellowLabLife At these oil prices?

[Capitalist@Large Jr. @CapitalistWJR]

@practicalgolf @RPMComo

[Capitalist@Large Jr. @CapitalistWJR]

Nonzero chance Trump name drops Alphamin 😂 $AFM.V #tin

[Capitalist@Large Jr. @CapitalistWJR]

@skysurfer75 @sprott Cash runs out July 12th

[Capitalist@Large Jr. @CapitalistWJR]

H/t @RPMComo for calling this years ago on GOG. Politicians have to act on the opposition’s typical policy points because the country is trapped. Unrecognizable to their voters. It was the direction of travel all along.

[Capital Valor @CapitalValor]

Labour going full Thatcher?
Impressive.
🇬🇧
https://t.co/opsICXgCVj

[Capitalist@Large Jr. @CapitalistWJR]

@puppyeh1 I think something he said in the Twitter presentation was interesting - he sees a great deal of opportunities in small caps that he cannot pursue with PSH and he cannot do privates either. HHH as his vehicle of choice down here which might be his rationale to ref. the BRK setup.