Jillian S McIntyre

My ideas are my own. Not giving a rec or solicitation to buy or sell securities. See website for disclaimer. Full bio:

[Jillian S McIntyre @TowerJillian]

@partners_road @BillAckman @partners_road thanks for the mention. That was the first Pershing square challenge I attended back in 2018. It has been an honor to be involved with @BillAckman and the team every year since then as a judge and to see the incredible talent and future investors at CBS.

[Jillian S McIntyre @TowerJillian]

@Peter_J_Beck Amazing execution. Congratulations to you and your great team.

[PostToPodcast @PostToPodcast]

🎙️ New Podcast Episode: Carvana – A Father-Son Accounting Grift Exposed by Hindenburg Research

In this episode, we dive into an explosive report that uncovers alleged accounting irregularities and manipulative financial practices at Carvana, the online used car retailer. The investigation details how CEO Ernie Garcia III and his father, convicted felon Ernest Garcia II, may have inflated the company’s valuation and misled investors through questionable accounting methods.

From risky subprime loan sales to related parties to lax underwriting standards, the Garcias’ actions reportedly enabled the senior Garcia to offload billions in stock. Join us as we explore the truth behind Carvana’s rise and its looming financial challenges.

🎧 Listen now for an in-depth analysis! #Carvana #AccountingScandal #Finance #ErnieGarcia #CorporateFraud

Original Report: Hindenburg Research @HindenburgRes

[941 @level941]

Marathon is the Lockheed of digital energy.

I’ve seen this before. Study history.

MARA’s shift mirrors 1950s Lockheed. A civilian company developing classified infrastructure under public-market cover

These latest patents prove what the market hasn’t priced in: this company isn’t a miner anymore. it’s an energy-to-compute defense contractor in disguise.

MARA now has thermal, electrical, and cryptographic sovereignty. The holy trinity.

Bitcoin will back treasuries, and MARA’s patents will power the reactors that mint the collateral.

You all faded the next Lockheed.

[Ryan Spalding @RyanGSpalding]

@FinanceLancelot Carvana isn’t holding the bag though. Cerberus is. They are the ones buying all their garbage loans. They also own all the debt Carvana restructured. The CIO of Cerberus is the Chairman at Carvana. A guy named Dan Quayle, if you have heard of him. :)

[Tom Landstreet @TLandstreet]

@FinanceLancelot Related party Drive Time is the one at risk...$CVNA

[Silbergleit Junior @SilbergleitJr]

Carvana's CEO, Ernest Garcia III, has been literally showing us for months, every single trading day, how to trade $CVNA stock, and you guys are still confused, complaining, not sure what to do, reading analysis by Jefferies, BTIG, JPMorgan and the rest.

Do you want to take investment advice from a successful entrepreneur and a billionaire, or some full-time, 9-to-5 analyst, living paycheck to paycheck, waiting for a Christmas bonus?

I'm not sure what else can he do to help you.

[Jillian S McIntyre @TowerJillian]

@ericjackson Not sure CEO agrees….reduced stake by 99% 🤔

[Jillian S McIntyre @TowerJillian]

@WhitneyTilson Bravo!!!!

[Jillian S McIntyre @TowerJillian]

@billlee35760265 @PershingSquare @BillAckman Carlisle CSL (that’s not a stock recommendation)

[Jillian S McIntyre @TowerJillian]

Let's go! Congrats to the winning team at the Pershing Square Challenge today. Glad to be a judge for the past 7 years. One clear winner and one prize of $150K prize generously donated by @PershingSquare, and @BillAckman

[Jillian S McIntyre @TowerJillian]

Investment pitches were of high quality, thoroughly researched, and well presented. Kudos to Columbia University and its dedicated faculty for fostering such talent. @Columbia

[Jillian S McIntyre @TowerJillian]

@muddywatersasia @muddywatersre Looking forward to it.

[Sergej Kotliar @ziggamon]

The mempool is empty. Long live the mempool!

[Yahoo Finance @YahooFinance]

DeepSeek is "really positive for software," Jefferies analyst Brent Thill says. "As AI costs drop on infrastructure, it helps democratize and brings it to the software layer."

[Jillian S McIntyre @TowerJillian]

Let's go! I’m excited to announce that I’ll be speaking at #HalbornACCESS this Friday, 24th January at the NYSE. Industry thought leaders will explore the future of Financial Services and Digital Assets through DLT and Enhanced Security. Agenda at https://t.co/Sz1yjAFlKK!

[Jillian S McIntyre @TowerJillian]

@WhitneyTilson Good luck Whitney. Rooting for you.

[Jillian S McIntyre @TowerJillian]

@QCMFunds Well done.

[Jillian S McIntyre @TowerJillian]

Let’s go! 221B Capital Partners is honored to be mentioned in the 2024 Tomorrow’s Titans edition. For a copy, please contact The Hedge Fund Journal and Hamlin Lovell, CFA, CAIA, FRM. Thank you to all our supporters, LP investors and to the team. @THFJ_newswire @HamlinLovell

[Jillian S McIntyre @TowerJillian]

@fgthiel @theRealSalKhan @JaysonBrowder @MarathonDH Hope you had a great conference! 👏👏👏