Hank Roberts IV

Family office investor. Philanthropist. Humanitarian.

[Hank Roberts IV @HankRobertsIV]

@LukeGromen @LynAldenContact Ok. Divide the US in half then. Should would restricting trade between the east and west make both sides wealthier and better off?

[Hank Roberts IV @HankRobertsIV]

@LukeGromen @LynAldenContact Ok. Simple question: eliminating foreign trade would make us so much better off, why should we trade across state borders within the country? Wouldn’t everyone in Kentucky be better off if they only bought goods made in Kentucky?

[Hank Roberts IV @HankRobertsIV]

@MikeZaccardi @DualityResearch Any idea what the estimates are for NTM EPS growth for both indexes?

[Hank Roberts IV @HankRobertsIV]

@APompliano @pmarca VGK (Europe) up ~130% and VWO (EM) up~75% since end of 2007. Great? Of course not. But not even remotely “done nothing.”

[Morgan Housel @morganhousel]

Today was the worst market decline since the last one you don’t remember or care about anymore.

[Hank Roberts IV @HankRobertsIV]

@Restructuring__ Bear case with revenue at ~0.8% of global GDP (vs. AMZN today at ~0.6%) and >11x P/S. Incredible.

[Hank Roberts IV @HankRobertsIV]

@JohnCoxCap @LeylaKuni Your recent tender offers seem to suggest that you believe things will be fine too

[Hank Roberts IV @HankRobertsIV]

@Bob4Florida @RobbieTroofinho @HayekAndKeynes Thanks, Bob.

[Hank Roberts IV @HankRobertsIV]

@RobbieTroofinho @HayekAndKeynes (1) I never made any claim it was a good strategy. Simply that it's existed for a while. (2) I'm not here to serve your imaginary deadlines for data.

[Hank Roberts IV @HankRobertsIV]

@HayekAndKeynes 2012 vintage is 2.0x DPI & 2.8x TVPI. 2015 is 1.0x and 2.3x. 2021 is 0.1x and 1.5x.

[Hank Roberts IV @HankRobertsIV]

@Smittyverse_ I completely agree. I think it's a result of poor execution/bad choices by Wawa rather than simply an unavoidable product of a profit-seeking motive. Their profit-seeking motive led them to offer sandwiches in the first place.

[Hank Roberts IV @HankRobertsIV]

@HayekAndKeynes I’ll check and get back to you.

[Hank Roberts IV @HankRobertsIV]

@RBAdvisors Why?

[Hank Roberts IV @HankRobertsIV]

@RyanDetrick @sonusvarghese I think there's a saying about people living in glass houses and throwing stones. I can't remember the details though.

[Hank Roberts IV @HankRobertsIV]

@Eric_M_Courage I sure do. That’s why I’ve only owned XLK and SOXX. Making so much money. Genius. Unlike those egghead PhDs.

[Hank Roberts IV @HankRobertsIV]

I thought all of the loans in these BDCs were going to zero....

[coxcapitalpartners @coxcapitalptnrs]

BCRED and HLEND tender offers are now live. Discounts are 12.5% and 17.5% respectively.

Docs available at https://t.co/hfQLmyRzB9

@BlackRock @blackstone

#NTBDCs #liquidity