Joseph Guinta

Managing Member - Fair Haven Capital LLC - Investment Manager - Former Hedge Fund GP. Nothing that I say should be considered Investment Advice.

[Joseph Guinta @joeguinta]

@TimyanBankAlert @MarshallFraser @HarvardWinters @PhilTimyan Finally free…

[Joseph Guinta @joeguinta]

@TimyanBankAlert @MarshallFraser @HarvardWinters @PhilTimyan $CARE Carter Bankshares- A decent quarter? Consistency developing?

[Joseph Guinta @joeguinta]

@BasilTheGreat Have been structural bearish the EU and it’s Common Currency since its inception…dissolve it. #EURExit

[Joseph Guinta @joeguinta]

Essential Utilities shareholders should vote against the merger and the compensation proposal.
$wtrg $awk @EssentialWTRG @BlackRock @Vanguard_Group

[Joseph Guinta @joeguinta]

@EssentialWTRG $wtrg $awk American Water Works opportunistic acquisition of Essential Utilities does not adequately compensate the Essential Shareholders. The Board accepted a discount valuation, while CEO Christopher Franklin and his Executive team will be generously compensated.

[Joseph Guinta @joeguinta]

@CedarStResearch I’m sure that Evan G. is watching.

[Joseph Guinta @joeguinta]

@BillAckman @elonmusk @SpaceX @SECGov @Tesla What do the Boards of both companies think? Has Elon commented? Perhaps that will follow in time.

[Joseph Guinta @joeguinta]

@michaeljburry @Ricardo_Celini Agree. He was spot on in 1999. He bought $AAPL down the road once he had the people that could understand it. You could have waited another decade before $MSFT was buyable.

[Joseph Guinta @joeguinta]

@CedarStResearch @slamcandie @mindthelongterm Evan's name will continue to be tied to companies lead by former (Greenberg Schooled) AIG employees. Both $AIG and $HIG would be in his wheelhouse, while their current CEO's might prefer a bit more independence ... for a while.

[Joseph Guinta @joeguinta]

@CedarStResearch Agree that it was too complex for anyone but Hank… or Evan to run. Same went for $C / Weill and $GE / Jack at the time. Complex behemoths built and run by geniuses. Virtually impossible to manage without them.

[Joseph Guinta @joeguinta]

Can skip 2009-Duperreault hire. CEO’s during that period were there to babysit. Once Evan G left, (the rightful heir) Hank had a problem with succession. Once Spitzer ousted Hank, game over. Hank was one of the best underwriters walking. His pupils flourished on their own. Duperreault was one. $AIG became investable once he had his team in place.

[Joseph Guinta @joeguinta]

@CedarStResearch Im an $AIG fan. I feel that they finally have the right leadership at the top (haven’t since Greenberg.)

[Joseph Guinta @joeguinta]

@CedarStResearch Raising non-equity capital was scheduled for Q4.

[Joseph Guinta @joeguinta]

@CedarStResearch Thoughts on the 5 year bond offering?

[Joseph Guinta @joeguinta]

@BarclaysUKHelp It seems that your US systems are back down and have been for over 24 hours. Please provide an update when possible.

[Joseph Guinta @joeguinta]

@stoolpresidente #Baller

[Joseph Guinta @joeguinta]

@SPACMAN17 Can you DM me on this?

[Joseph Guinta @joeguinta]

@SPACMAN17 Thus Arbs can continue to set up the Trade today? 8/18?

[Joseph Guinta @joeguinta]

@carlquintanilla I agree with this assumption. To borrow an old football rule, "watch their feet and not their head (mouth.)" The Fed will talk hawkish but not move again on rate increases in 2023. The data says hold. #FOMC

[Joseph Guinta @joeguinta]

@zerohedge @BergenCapital Re-instated the Uptick Rule would be right.

[Joseph Guinta @joeguinta]

@zerohedge @BergenCapital A Ban would be bad for markets. No doubt.