ltmleverage

Born and raised credit without the cliche value bent, tell me more about ur spread per turn of ltm lvg, longtime player haters ball attendee

[ltmleverage @ltmleverage]

@tangentstyle I find meetings remarkably unhelpful, brings so many biases out

[ltmleverage @ltmleverage]

@TheNarrenschiff Idk we’re a pretty dumb bunch

[ltmleverage @ltmleverage]

Someone is big wrong in chtr, the debt or the equity… if it’s the debt maybe it’s both

[ltmleverage @ltmleverage]

@Plum_Capital @HatfieldCapital It’s an output of owning something that improves based on the world falling apart, incentive caused bias is pernicious with that incentive pattern

[ltmleverage @ltmleverage]

@ACapitalLP Or it’s margins bout to go down cuz inflation

[ltmleverage @ltmleverage]

@shortbus_ace @ContrarianCurse The 2yr is forward fed funds which they price off

[ltmleverage @ltmleverage]

@shortbus_ace @ContrarianCurse What that the two year is 1yr1yr?

[ltmleverage @ltmleverage]

@shortbus_ace @ContrarianCurse They care in that 2s is forward deposit pricing

[ltmleverage @ltmleverage]

@RaisingTheBAR47 Dm me about the ticker you’d think is heathrow

[ltmleverage @ltmleverage]

@attaboytales @ebitdaddy90 Pods run zero net

[ltmleverage @ltmleverage]

@termloanb @ACapitalLP Decremental margins were 90% on Avis don’t see why they’d be lower on rest

[ltmleverage @ltmleverage]

@termloanb @ACapitalLP At 175m ebitda cap stack don’t float, even assuming the uns don’t get uptiered it requires a sub 10% cost of capital and no leakage

[ltmleverage @ltmleverage]

@ACapitalLP @termloanb Disagree very strongly, far too much optimism of no cut embedded, stocks already pricing in ~50% cut so risk is to downside if they follow the groups tech leader in Avis

[ltmleverage @ltmleverage]

@tangentstyle Don’t you take my gloating away from me

[ltmleverage @ltmleverage]

@ACapitalLP Decent sign of what? Delusion?

[ltmleverage @ltmleverage]

@tangentstyle Penny Mac really loves fkn up a hedge

[ltmleverage @ltmleverage]

@jclarkson203 Yes

[ltmleverage @ltmleverage]

@Cap1talCap1tal @citrini Mkt can’t top cause stocks go up

[ltmleverage @ltmleverage]

@ACapitalLP 9/10 “retail buyers” = pods minting p&l modeling quarters

[ltmleverage @ltmleverage]

@stoked_on_waves Valuation shorts