Porter Collins @Seawolfcap

Co-Founder of Seawolf Capital. Value investor, short seller and 2 time Olympian. Always looking for the next Big Short. Joined April 2012

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Porter Collins @Seawolfcap

23 hours ago

Yeah most SOC shareholders want the pipeline but at this point the environmentalists deserve the tankers all year long for 50 years and the $10b lawsuit. The definition of overplaying a hand. See 19m in.

Liam Harrington @liam__h

2 days ago

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Phil Mickelson @PhilMickelson

3 days ago

For those with a shorter attention span 😂😂 Sable Offshore $SOC is a true win-win for California: •Lower fuel prices for California families •More jobs and stronger local economy •Higher tax revenue for public services •Reduced natural oil seepage through the ocean floor…

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Porter Collins @Seawolfcap

5 days ago

This is a real problem. Power prices are already spiking and the AI companies are just ramping up their power needs.

Mike Alderson FRSA @OpenEyeComms

6 days ago

This is a real problem. Power prices are already spiking and the AI companies are just ramping up their power needs.

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Porter Collins @Seawolfcap

6 days ago

This is no doubt a positive for both companies in the near term, but this is close to full ponzi.

*Walter Bloomberg @DeItaone

6 days ago

This is no doubt a positive for both companies in the near term, but this is close to full ponzi.

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fred hickey @htsfhickey

a week ago

Huge addition (19 tons of gold) added to the GLD ETF yesterday. Haven't seen such a one-day sizeable inflow since early this year (Feb. 21 and March 20). Both occurred in the midst of the massive 33%, $876 gold surge that didn't peak until April 22 with gold at $3,500. There was…

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Porter Collins @Seawolfcap

a week ago

Insider selling is usually the best indicator but when combined with fundamentals it can be a tell. Covered our short this morning.

CEO Watcher @CEOStockWatcher

2 months ago

Insider selling is usually the best indicator but when combined with fundamentals it can be a tell. Covered our short this morning.

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THE SHORT BEAR @TheShortBear

2 weeks ago

Whenever a major investor and historical outperformer puts all his eggs in one basket, it’s at least a good idea to explore the idea.

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joshua rosner @JoshRosner

2 weeks ago

Statements like “the only way…” and “the last thing he is going to do…” are irresponsible. @BillAckman is speculating what the Administration will do, when even they haven’t decided. I say this out of concern for non-QIB equity investors. While JPS holders have contractual and…

Bill Ackman @BillAckman

2 weeks ago

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Charles Norton @charles_norton1

2 weeks ago

*US LOOKS TO BOOST NATIONAL STRATEGIC URANIUM STOCKPILE

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Porter Collins @Seawolfcap

2 weeks ago

Probably lots of information behind this move but what is worse in my opinion is a high margin company with massive market share goes after their lowest level employees first to save money.

MacroEdge @MacroEdgeRes

2 weeks ago

Probably lots of information behind this move but what is worse in my opinion is a high margin company with massive market share goes after their lowest level employees first to save money.

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Porter Collins @Seawolfcap

3 weeks ago

A new series from our Substack this week: Value or Value Trap? This week we have a conversation about the Offshore Drillers. open.substack.com/pub/whatarewed…

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Porter Collins @Seawolfcap

3 weeks ago

What almost brought down the entire financial system in '08? Excessive leverage. Absolutely zero room for error with anything close to this kind of leverage.

Brian Armstrong @brian_armstrong

4 weeks ago

What almost brought down the entire financial system in '08? Excessive leverage. Absolutely zero room for error with anything close to this kind of leverage.

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Porter Collins @Seawolfcap

4 weeks ago

Stay long be long and we have even restarted QE yet.

The Kobeissi Letter @KobeissiLetter

4 weeks ago

Stay long be long and we have even restarted QE yet.

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litquidity @litcapital

4 weeks ago

We need to reverse this doom spiral of less drinking, less sex, less socializing, more doom scrolling, more onlyfans simps, and more gooning. This would solve wars, debt problems, birth rates, and other issues To borrow Marc Andreessen’s iconic phrase: IT’S TIME TO FUCK

Exec Sum @exec_sum

4 weeks ago

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Porter Collins @Seawolfcap

4 weeks ago

Just a word of caution: The seasonals of Sept/October are not great historically and the NASDAQ has been up 5 months in a row. There has definitely been a rotation underway the past two weeks from Mag7 into the rest of the mkt. I'm not trying to get anybody beared up (or too…

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Commodities MacGruber @GoForGrubes2

4 weeks ago

Made it 3/4 thru saying again, that movie is a MASTERPIECE. Earlier in the day learned that @Seawolfcap @VD718 @dmoses34 started a SS. Hit SUBSCRIBE. Kids are now asleep (MIL is here to assist), Dad is on his 3rd Aperol Spritz & started the annual 'Big Short' watch. GREAT day.

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Lawrence McDonald @Convertbond

4 weeks ago

2025 Gold Miners $GDX 86% Silver Miners $SIL 83% Platinum $PLTM 50% Rare Earth Metals $REMX 62% Nuclear $NUKZ 44% Copper Miners $COPX 31% Steel $SLX 22% Palladium $PALL 21% Bitcoin $IBIT 16% Mag7 $MAGS 10% Semiconductors $SOXX 7% US Treasuries $TLT 2% Bloomberg data.

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THE SHORT BEAR @TheShortBear

a month ago

$BABA cloud leading in ex-US cloud and accelerating while now announcing they will be building their own AI chips. $BABA is really going for its AWS moment.