HardAssetsOnly

Real estate, shipping man, faux oenophile

[HardAssetsOnly @OnlyAssets]

82 - 0 modern era

[HardAssetsOnly @OnlyAssets]

@ACapitalLP @SurfShopCapital The spaceX stake though is already marked at $1.25T based on latest round. They do hit the buy back hard. Was very interesting below $11

[HardAssetsOnly @OnlyAssets]

@jclarkson203 The MX7 slaps…that’s a Paul Walker quarter mile car

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@lundeen_ne You left the door just enough ajar for me to figure it out. Closing the book on this one.

[HardAssetsOnly @OnlyAssets]

@fabreres Thank you. Makes more sense

[HardAssetsOnly @OnlyAssets]

Am I missing something on the $ZIM trade? As long as ZIM gets clearance from the ITA then proceeds will not be subject to withholding. Seems aggressive to trade at full 25% discount based on what docs says

[HardAssetsOnly @OnlyAssets]

@jclarkson203

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@27XVII Falfurrias

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@17thStCap Fair. In the same boat you are. Just making an observation

[HardAssetsOnly @OnlyAssets]

@17thStCap What’s more interesting to me is that the bottom of the chart (cybersecurity) has had the worst sell off when this suggests spend may not be that scaled back…

[HardAssetsOnly @OnlyAssets]

Fleetwood’s outfit giving me these vibes but with a $BX hat

[HardAssetsOnly @OnlyAssets]

@NavigatorSaint @ACapitalLP Moves from being on the left to being on the right

[HardAssetsOnly @OnlyAssets]

@hallen_a @AndersSjastad Read the Shipping Man books by @MarineMoney ‘s Matt McCleery. Excellent series

[HardAssetsOnly @OnlyAssets]

👀

https://t.co/oNMK7BXKGR

[HardAssetsOnly @OnlyAssets]

BGO and Bell. Greensboro and NYC should be interesting

[HardAssetsOnly @OnlyAssets]

@rhunterh @PerrySolem Beau Cummins with some flow back then

[HardAssetsOnly @OnlyAssets]

@ExcessDefaults Will probably run once you sell but no C-Corp conversion unlike FTAI which opens it up to floooowwwsssss

[HardAssetsOnly @OnlyAssets]

@slapshotcapital You can take up to 12 weeks of paid leave in a psychologically unsafe work environment under the FMLA

[HardAssetsOnly @OnlyAssets]

Genuine question: how can a building disclose who is living there or who the neighbors would be w/o violating fair housing rules?

[HardAssetsOnly @OnlyAssets]

@RealAssetsValue @Mr_Neutral_Man @hybridvigorish @EllliotttB It’s really a bifurcated portfolio. LA is totally different market and has more stroke of the pen risk that SD/Inland. The SD/Inland assets are the better portfolio and should trade more dear if sold separately

[HardAssetsOnly @OnlyAssets]

In the wake of the Corning news, does anyone have any thoughts on the following:
Applied optoelectronics ($AAOI)
Vistance Networks ($VISN)