jeflonzuckergate

[jeflonzuckergate @v3167014]

@WaterworldCapi1 Not gonna address your last tweet?

At least have the decency to delete it or nuke this account too or are you looking for a reason for your investors to redeem when you hit a rough patch you racist obese piece of shit

[jeflonzuckergate @v3167014]

@WaterworldCapi1 Ik trump is back but do your LPs know you use racial slurs?

[jeflonzuckergate @v3167014]

@4drant @MadThunderdome @PreparedRemarks How did that work out last Q? Problem is retail margins are still going to suck even if (big if, still plenty of holiday season to go) North America retail rev is ok, and AWS and advertising are going to suck

[jeflonzuckergate @v3167014]

@JohnStonkton4 @MadThunderdome Maybe this is now consensus, but resilient deleveraged consumer (outside of bottom 20%) cashed up to fund spending for a long time, cyclical & structural reasons no one gets fired, rates go higher than any of us can imagine while econ ok, stocks up or down? Genuinely wondering

[jeflonzuckergate @v3167014]

@MadThunderdome Everyone has access to the same data. What makes you so special that the investing gods granted you this opportunity? C’mon man you sound like a jr analyst who just got access to yipit and CE

[jeflonzuckergate @v3167014]

@pmje73 @amankapadia @viggy_krishnan @MadThunderdome @Deezee1031 @special_cheeese This was the old CLNX bear case years ago, that the early portfolios could only handle one tenant and would topple over with a stiff breeze, a few geos have radiation caps that limit tenancy ratio but they’ve done a fine job driving it up

[jeflonzuckergate @v3167014]

@DuaneReadeSanta @boskovic64 A very big EV / PhD multiple

[jeflonzuckergate @v3167014]

@boskovic64 Are you worried at all that @Berightcap and all the other threads are just ppl regurgitating your letters and VIC write up instead of doing their own DD?

[jeflonzuckergate @v3167014]

@nanosacchini @boskovic64 @10yto10x There’s nothing in the pipeline right now, just a name / board for Barer. How you gonna fund that if CPI-613 doesn’t work? More equity offerings? If lipomedix was worth anything they’d be pumping it up more.

[jeflonzuckergate @v3167014]

@AndrewRangeley @willis_cap Oof… COO out https://t.co/ZFYcaelaOC

[jeflonzuckergate @v3167014]

@NewmoonCap @Badpak @FiduciaInvest Any recent developments that make it super interesting? Did a little work a year ago and seemed like there wasn’t a whole lot of traction with retailers. Plastic / packaging recycling could be huge though.

[jeflonzuckergate @v3167014]

@JohnHuber72 @GavinSBaker I haven’t done work on the networks in a while so I could totally be wrong but the $ impact here from the AMZN actions is de minimis and there are real questions around how long viable the BNPL model is longer term. Would be helpful to hear the BNPL disruption case more fully.

[jeflonzuckergate @v3167014]

@JohnHuber72 @GavinSBaker And I’m wondering if we’re all just fitting a narrative to price action

[jeflonzuckergate @v3167014]

@GavinSBaker Why not cross border? It trades like a high quality covid recovery stock. Almost half of its revenue is directly tied to cross border its not just the cross border revenue line.

[jeflonzuckergate @v3167014]

@PythiaR Nah, think the market recognizes that rest of CSU has crappier end markets, slower organic growth, less M&A opportunity.

[jeflonzuckergate @v3167014]

@RadicaICentrist @DeItaone If Adam Jonas and Cathie Wood can pump TSLA to where it is, won’t be hard for them to pump this as “AMZN’s hope for a green future”

[jeflonzuckergate @v3167014]

@RadicaICentrist @DeItaone This helps “Amazon said last October that it will have 10,000 custom electric delivery vehicles on the road as early as 2022, and all 100,000 by 2030.” https://t.co/hiCoryCi2n

[jeflonzuckergate @v3167014]

@willis_cap *opex

[jeflonzuckergate @v3167014]

@willis_cap FTTH in optimum is just incremental investment to stem share loss+you get some open benefit. What do you think CVC EBITDA (most of it) is going forward and what would you pay for that?

[jeflonzuckergate @v3167014]

@willis_cap Suddenlink… if they can actually do what they say they’re going to do that’s awesome. How much do you believe their penetration targets? Are they just extrapolating awesome economics from the few homes they’ve done so far to half a million homes?