TC

[TC @equities_in_DLS]

@DanielSLoeb1 What was the secret to opening accounts as an out of towner?

[TC @equities_in_DLS]

Looking forward to watching Scott Sutton host a game of musical chairs. $RYAM

[TC @equities_in_DLS]

@PantexCap Any particular energy stocks you'd go long to also express this view? There might be more obvious names to short, but curious about longs...

[TC @equities_in_DLS]

@John_Hempton

[TC @equities_in_DLS]

$ENTG bought $CCMP for 17.5x, doubt $ESI will fetch quite that much. One less hobby horse for Mr. Franklin?

[Wall St Engine @wallstengine]

FLORIDA CHEMICAL MANUFACTURER $ESI, ELEMENT SOLUTIONS CONSIDERING SALE

[TC @equities_in_DLS]

@winsteadscap Quite provocative, one might say.

[TC @equities_in_DLS]

@Mike10947310 I wish they had better reviews at Target. Not sure what to think about that given the small sample size.

[Mat McLachlan \\ Battlefield Historian @MatMcLachlan]

79 years ago today. Lest we Forget. #DDay

[TC @equities_in_DLS]

@ZmansEnrgyBrain guess I missed it Friday :)

[TC @equities_in_DLS]

@tradedollarnut @EnergyCredit1 $1,119M and $288M for '23/'24.

[TC @equities_in_DLS]

@SantosCapital @justbrosef He said buy all rights, not buy all spinoffs. :)

[TC @equities_in_DLS]

@John_Hempton Did you buy those at $HIBB when you were visiting the States awhile back?

[Genevieve Roch-Decter, CFA @GRDecter]

What happens if Jim Cramer recommends the Inverse Jim Cramer ETF?

[TC @equities_in_DLS]

@zeroxpectation 100%. My favorite was the "Burry goes all-in on private prisons". Woof. GEO is/was probably sub 3% of his AUM if I had to guess?

[TC @equities_in_DLS]

@value_guy +/- gXifaxan, fraudulent conveyance?

[TC @equities_in_DLS]

@firstadopter I think it's time you interview him again!

[TC @equities_in_DLS]

@JerryCap And $RDFN too, chonked down at far higher prices.

[TC @equities_in_DLS]

@pittore187 @herbgreenberg $FURX from $PPDI back in 2010.