MaldenDriveCap

Not investment advice. Views are my own.

[MaldenDriveCap @MaldenDriveCap]

Currently, the amount of jesters that make $200k arguing about whether NYC is liveable at $500k or $1m is making Twitter unusable.

Blue haven east is open boys. Rest now brothers, we have the watch. See you in Valhalla.

[MaldenDriveCap @MaldenDriveCap]

As time goes on, and perhaps expectations change and utility curve evolves, the more I believe that buying a sick house / home base and getting it fully paid off then doing whatever you want is the key.

[MaldenDriveCap @MaldenDriveCap]

@HYBondLover Yes, see #2 - that is my point. Tough to get done ex-junior capital.

[MaldenDriveCap @MaldenDriveCap]

Thoma et al in a tough spot because (along other reasons) basically no matter what happens, given time horizon of disruption concerns none of ‘27-‘30 maturities are refinanceable even if underlying numbers hold up (which they might near-term irrespective of how AI plays out).

Have to use equity bullets wisely and pick horses.

[MaldenDriveCap @MaldenDriveCap]

@taobanker Explain?

[MaldenDriveCap @MaldenDriveCap]

Feels timely to ask again - HF guys, more or less worried about getting replaced by AI versus six months ago?

[MaldenDriveCap @MaldenDriveCap]

@olgatuleninova For sale?

[MaldenDriveCap @MaldenDriveCap]

@OutSkied @DonutShorts What did they do that was illegal? Shareholder lawsuits?

[MaldenDriveCap @MaldenDriveCap]

@OutSkied @DonutShorts What makes you say that?

[MaldenDriveCap @MaldenDriveCap]

@JehoshaphatRsch Would love to DM if open.

[MaldenDriveCap @MaldenDriveCap]

@shortbus_ace $AER

[MaldenDriveCap @MaldenDriveCap]

@TomLoughrey_LFE @CP2Close @mailboxmoney6 Can you please share more of these anecdotes from the glory days

[MaldenDriveCap @MaldenDriveCap]

In a post-AI world, how much capital do you need to be “wealthy”

[MaldenDriveCap @MaldenDriveCap]

Cheapest single name beneficiaries of AI?

[MaldenDriveCap @MaldenDriveCap]

@TheNarrenschiff All 3

[MaldenDriveCap @MaldenDriveCap]

Who are the best follows here for fins investments?

[MaldenDriveCap @MaldenDriveCap]

@ValueEric How do you value the company after the restatement?

[MaldenDriveCap @MaldenDriveCap]

@shortbus_ace FIG must be the most AI-able sector for getting leverage on coverage...

[MaldenDriveCap @MaldenDriveCap]

If you work in special sits / distressed investing, how long until AI takes your job (now with show results):

[MaldenDriveCap @MaldenDriveCap]

@liensofnewyork Think this is a bad take. Shit inventory in south and springs, maybe. Inventory in good spots very low (particularly for anything decent).