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Is today a good day to short the debt-free protein company with double-digit CAGR EPS and dividend growth over the past 30 years? Surely there's an easier way to make money, but 15% of the float is short, so what do I know?
$HRLpic.twitter.com/ELN66S4pxr
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A mall REITs. 3 options: 1. they're all cheap,
$MAC and$TCO bounce back hard 2. they're all struggling,$SPG is about to get flushed 3. balance sheets matter,$SPG maintains its premium Place your bets.pic.twitter.com/rSoUmNasIO
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Ian Bezek proslijedio/la je Tweet
$CLX long thesis I did not see cominghttps://twitter.com/willsommer/status/1222178989877481473 …Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
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It was a complete fantasy that suddenly everyone could afford a private driver, servants fetching food, and assistants running errands without workers being exploited AND simultaneously creating multi-billion dollar gig-app companies. Complete fucking fantasy.
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So here’s the kicker: You cannot profitably deliver food over a 10 mile distance for $5. A 10-mile delivery must at MINIMUM cost $5.80 for mileage, ~$7 for driver time, and let’s say $3.84 (+30%) for company overhead = ~$17. Would you pay that much for delivery of food?
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Remember when exporting natural gas was going to be a silver bullet for ailing gas producers? Yeah... about that...
$ARhttps://twitter.com/Ronh999/status/1221782424763367424 …
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$SKT - It's not just the malls... Non-mall BKs/closings crush 2020 outlook Tenant store closings (sq ft) 2018 126K 2019 198K 2020 650K (Guidance) SS NOI 2019 down 70bps 2020 down 750bps (guidance) Historical occupancy:pic.twitter.com/zBxs5nZ7UZ
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Thread: Public health with Chinese characteristicshttps://twitter.com/jorge_guajardo/status/1221803120201814017 …
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The irony of the huge short in Hormel (15% of float, 18 days to cover). They bet on swine fever in China to knock down the stock, instead a different virus is causing safe-haven buying. Maybe don't short superbly-run companies with no debt?
$HRLpic.twitter.com/XVdYGORaJ3
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Check out the A+ capital allocation at this value investor favorite.
$GMEhttps://twitter.com/DonutShorts/status/1220561250440163328 …
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Roads in Wuhan still quite busy today with plenty of private cars, trucks and taxis around. One local man said hes worried but no need to panic, as only a small minority are infected and the virus generally only been fatal for elderly people so far. Sounds sensible.
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Seen some online reports of food shortages in Wuhan amid panic shopping. But there's no sign of that at all at this supermarket in the city centerpic.twitter.com/02NFZBiaWd
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Fun fact: By 2020,
$SPCE had gathered 600+ reservations for its sub-orbital "spaceish" flight By 1985, Pan Am had gathered 90,002 reservations for flights to the moon.pic.twitter.com/Q8K7b4Jkpp
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Ian Bezek proslijedio/la je TweetHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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Ian Bezek proslijedio/la je Tweet
When someone says this market is just like 1999, it helps to mention that in 1999 there were 546 IPOs and their average first-day price gain was 68%. Stuff needs to get a lot crazier in a hurry to merit the comparison.https://twitter.com/CNBC/status/1219599619065294849 …
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$HRL - better than$AAPL? I can see it.https://twitter.com/lhamtil/status/1219319782371135488 …
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Natural gas down 7% tonight, new multi-year lows. If you're long
$AR and other Appalachia drillers, what's the plan here? Nat gas could go up 50% from here and the creditors let alone equity would still be underwater.Hvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi -
What price would you pay for a REIT that buys restaurant buildings of staid chains like Chili's and Red Lobster next to struggling American malls? If you said 21x FFO and a 4.2% dividend yield, congrats.
$FCPTHvala. Twitter će to iskoristiti za poboljšanje vaše vremenske crte. PoništiPoništi
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