John “On Borrowed Time”

[Summit After The Storm @StormToSummit]

Does this mean it's done? Honestly, the "massive" salary they are talking is what I've heard Ole Miss offered. And $2 MM/yr less than FL.
https://t.co/mdzlOOnKA3

[💥 Nurse D, RN/1L @TakeThatNurses]

So wait a second, you’re telling me Israel has military sites placed right in the middle of civilian centers? 🤔

[John “On Borrowed Time” @OBT_YT]

@TeacH1688 LOL. No one has more evidence of your tanker depression than I. 😉

[MrBeast @MrBeast]

I’m gonna give 10 random people that repost this and follow me $25,000 for fun (the $250,000 my X video made)

I’ll pick the winners in 72 hours

[John “On Borrowed Time” @OBT_YT]

@TeacH1688 We never left. Only doubled, tripled, and quadrupled down!

[John “On Borrowed Time” @OBT_YT]

@MaxBrowne4 Definition of class act Max! Still rooting for you off the field. ✌️

[John “On Borrowed Time” @OBT_YT]

@mintzmyer Good. It has been my biggest position!

[John “On Borrowed Time” @OBT_YT]

@ctfish70 @avgfinance Since it was “cured,” one would assume that payments were made to reduce the AR to $10m before year end. The AR was then converted to a NR on 1/1/23 which is now sold and resolved. I would expect a zero balance for both AR and NR today.

[John “On Borrowed Time” @OBT_YT]

@PhilipYim @smkahn1 @JustinB90072145 I think if this was purchases on the open market, then it is bad governance. However, my understanding is that it was bought from some other insiders who wanted out for the same 5m shares.

[John “On Borrowed Time” @OBT_YT]

Robert Bugbee’s $STNG trading results through 1/10/23

[John “On Borrowed Time” @OBT_YT]

@HowardS87812865 @Kirk16714010 @ctfish70 @ClassicValueInv @makingmoneynow1 @MidasLetter @CUUVETTE350 I’m actually an accountant and I can tell you that a write down of intangible does NOT impact cash flows.

[Howard S @HowardS87812865]

@Kirk16714010 @ctfish70 @ClassicValueInv @OBT_YT @makingmoneynow1 @MidasLetter @CUUVETTE350 Anyone think the write down of 5mil of intangible assets is odd. I'm not an accountant but that looks like they did that to make it look like positive cash flow. Hmm.

[Elmer Spud @PlugInFUD]

Good morning. Imagine going through life like this lmao

[John “On Borrowed Time” @OBT_YT]

@disclosetv How about some money to help Americans who actually pay the tax dollars?

[John “On Borrowed Time” @OBT_YT]

@zerohedge Definitely not about the students I guess. The people who make the smart prudent decision to refi to lower rates get screwed. #moralhazard

[John “On Borrowed Time” @OBT_YT]

@ctfish70 NL only shrunk because of better US fx rates, co. took in a tax benefit, and the contingent consideration went down probably because of a dropping stock price. Loss from operations is a better measure. Either way, Q2 is not what I care about but I wouldn’t call it “amazing.”

[John “On Borrowed Time” @OBT_YT]

I know we should be forward looking into 2H, but not great to see declining revenues… #voxtur #vxtr #vxtrf

[John “On Borrowed Time” @OBT_YT]

@ctfish70 Happy to disagree with u on this. For me, Vxtr is all about what they can do in the 2H and beyond with AOL and BW. I’m interested in what mgmt says about guidance. What if we are in the front end of a RE crash? Doubt people are loading up with shares with these type of results.

[O B @OriginalBraila]

AND as a bonus we are entering Q4 with all shipping investors not on one side of the boat but rather... having left the boat 😊

It is easy to see them suddenly understanding that higher rates are here to stay for years.