IceTCap @IceTCap

It is what it is. Joined August 2018

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Joe Frankenfield @SagaPartners

5 years ago

There are ~50 U.S. companies publicly traded today that provided a 15 yr IRR > 20% vs. the S&P's 8% IRR. A couple interesting things to note:

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Bread Crumbs Research @breadcrumbsre

5 years ago

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Bread Crumbs Research @breadcrumbsre

5 years ago

Been reading a lot of shareholder letters recently. My personal Hall of Fame letters:

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Nate Anderson @NateHindenburg

5 years ago

Exposed by short sellers: 2001: Enron 2002: Tyco 2008: Systemic mortgage fraud 2008: Lehman 2015: Valeant 2020: Luckin' Coffee 2020: Wirecard 2020: Nikola Then: Shorts are outsiders, reviled by Wall Street Today, apparently: Shorts are the suits, loved by the system.

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IceTCap @IceTCap

5 years ago

I seem to recall a previous time shitcos were sucking in feverish retail for easy money & valuations didn't matter....

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ASY @doumenzi

5 years ago

Great piece from @USIP that tells you a lot about China's Bilking and Ripping off Initiative (BRI) usip.org/sites/default/…

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U.S. Securities and Exchange Commission @SECGov

6 years ago

Actor Steven Seagal charged with unlawfully touting digital asset offering ow.ly/opir50yxtv9

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Ramp Capital @RampCapitalLLC

6 years ago

When you realize how small your portfolio is in the universe

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Adrian H @Adrian_H

6 years ago

Unbelievable that this marketing is still going on.. $MDXG @aldelaneeggs @MelinAnders @CarolineYLChen @pknoepfler @US_FDA @FDACBER I wonder how the clinical trials for these indications are actually going? I wonder if this human tissue is safe to inject and how that is tested?

Gentle Wellness Center @GWC11230

6 years ago

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Odi Bruckman @odibro

6 years ago

$AVRO Announces Clinical and Regulatory Progress for Gaucher Disease Program businesswire.com/news/home/2020…

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Dan Tsubouchi @Energy_Tidbits

6 years ago

Bloomberg: LNG arbitrage between US HH prices and Asian LNG prices is closed or nearly closed for much of the Apr-to-Aug period. "may prompt US exporters to forego scheduled carges of LNG to avoid locking in losses". Reminds weak LNG prices push back on HH prices. #NatGas #LNG

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Breakout Point @BreakoutPoint

6 years ago

@AlderLaneEggs "Allowing short sellers to do their work not only allows a full range of information and opinion to be expressed in terms of a share price, but it can strike a motivating fear into boardrooms keener on hot air than hot stocks." globalcapital.com/article/b1jstf…

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Dhow Net @DhowNet

6 years ago

He's been called the world's most feared short seller, causing nearly a dozen companies to be shut down or delisted. bit.ly/39XDlhb .@LubnaHamdan0 .@NMCHealthcare .@muddywatersre