Troy Jensen

Clean Energy executive in the Western AZ desert. Diehard Miami Dolphins & NY Yankees fan. Politics; Travel; History; Books.

[Robert Griffin III @RGIII]

Phillip Rivers’ High School Football Team going nuts after he threw his 1st TD pass in the NFL in over 1,800 days.

This is what it looks like when your coach says have no fear and then practices what he preaches by coming back to play at 44 years old.

[Richard Nixon Foundation @nixonfoundation]

Richard Nixon on why exercising power is essential in diplomacy.

[Richard Nixon Foundation @nixonfoundation]

Also:
"When schools and colleges were transformed from molders of youth to temples of youth, educators abrogated the responsibility to share the wisdom that can only come from having read more, studied more, suffered more, and triumphed more than young people. In the sixties and seventies teachers did not want to hurt young people by lecturing them, or making them pray, or punishing them, or being too authoritarian. Instead, they struggled to understand their students, to be their friends. But the students did not need friends. They needed teachers. By becoming ashamed of American society and uncertain about whether it really had anything of value to offer young people, many educators betrayed the youth of America. They left them alone, bereft, to learn about the world from heavy-metal rock records and slasher movies."

[Christopher F. Rufo ⚔️ @christopherrufo]

Richard Nixon describing the 1960s

[Troy Jensen @troyjensen]

@Super70sSports Ken O’Brien

[Troy Jensen @troyjensen]

@Super70sSports

[Richard Nixon Foundation @nixonfoundation]

“Because of the realities of human nature, perfect peace is achieved in two places only: in the grave and at the typewriter. Perfect peace flourishes—in print. It is the stuff of poetry and high-minded newspaper editorials, molded out of pretty thoughts and pretty words. Real peace, on the other hand, will be the down-to-earth product of the real world, manufactured by realistic, calculating leaders whose sense of their nations’ self-interest is diamond-hard and unflinching.”

[Troy Jensen @troyjensen]

@TeamYouTube All fixed here, thank you for the prompt reply and fix!

[Troy Jensen @troyjensen]

@YouTubeTV All the movies on @tcm have been blocked and are marked as unwatchable. Will this be remedied and when? Thank you.

[Bill Ackman @BillAckman]

Skeptics are attempting to discredit my views by making the case that I am conflicted or otherwise vulnerable to tariffs, a market crash or a correction, or that I have somehow positioned our portfolio to benefit from my recommended 90-day pause on the implementation of reciprocal tariffs.

So for the record:

1. Neither I nor Pershing Square have any margin leverage or any other instrument or arrangement which will create liquidity issues for me or the funds we manage if the market crashes. None. We don’t use margin. Never have. Never will.

2. We have substantial cash on hand ready to be deployed from the recent sale of a large investment.

3. We have only one investment, Nike 3-year call options, that is directly affected by the tariffs, a position that represents 1.5% of our portfolio.

4. Unlike other asset managers, our capital base is more than 90% permanent so we are not exposed to redemptions from investors.

5. We own some of the greatest businesses in the world, which have durable growth models and extremely dominant franchises.

6. Our companies are well-capitalized, and to the extent they have debt, they have long-term, laddered maturities.

All of the above said, we don’t short stocks and we have no hedges in place that would protect us from a self-inflicted market crash as we are long only.

We will suffer mark-to-market losses if the market crashes, but we will not be sellers in a declining market.

We will be buyers of great businesses at highly discounted prices which will benefit us and our investors over the long term.

And our companies will likely be buying back their own shares which will increase their per-share, intrinsic values over the long term.

Over the long term, we are exposed to the health of our country and its economy. This is my only investment ‘conflict’ if you want to call it that.

I am one of the most fortunate people in the world for many reasons. With good fortune, I have an enormous responsibility to help our country and our citizens, and we have made substantial progress over the last 76 days. I don’t want to see a lot of progress get thrown out due to an unforced error.

Those that did not vote for @realDonaldTrump want to see him fail and are rooting for a market crash, recession or worse so they can feel righteous in how they cast their vote.

I have a lot of respect for our president and what he has accomplished so far, but I don’t think he is infallible, which is why I am stating loud and clear that I strongly believe launching tariffs on April 9th against the entire world — massively in excess of what we are being charged — is a mistake.

The right answer in my view is a 90-day pause to give the president time to carefully and strategically resolve our historically unfair global trading position.

That’s my view. Feel free to ignore it and unfollow me if you don’t like it or don’t care what I think.

[MLB @MLB]

The @Yankees have tied the Major League record with 15 home runs in their first three games of the season!

[Richard Nixon Foundation @nixonfoundation]

Trump to President Nixon in 1982: "I think that you are one of this country's great men."

[Richard Nixon Foundation @nixonfoundation]

🧵The Letter That Launched Richard Nixon's Political Career

[Richard Nixon Foundation @nixonfoundation]

Coming 2025.

[Bryan Hoch ⚾️ @BryanHoch]

Giancarlo Stanton is the second Yankees player to hit 4+ HR in a postseason multiple times, joining Reggie Jackson. @mroctober

[The Babylon Bee @TheBabylonBee]

Man Identifying As 6-Year-Old Breaks All Records In T-Ball League

[Danny Deraney @DannyDeraney]

52 years ago today, The Bob Newhart Show premiered.

The time they were drunk on Thanksgiving and ordered Chinese food is an all timer.

😂😂😂😂😂😂

[Richard Nixon Foundation @nixonfoundation]

Why does Richard Nixon trigger people?

[Kevin Gallagher @KevG163]

September 7, 1986

"The Superman Leap"

The #Chargers' Gary Anderson skies seven yards airborne for six against the Dolphins on opening day in San Diego.