Mr Neutral Man aka "Howard Marks of REITs".. @_Mr_Neutral_Man
Value investing and leg day are both about your capacity to suffer. BBQ Dad of the Rockaways! Free newsletter [email protected] Nyc area Joined January 2010-
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We shared this 2025 Hunches memo with our subscribers earlier this year where we mentioned that warehouses are interesting and specifically called out $REXR If someone at Elliott is reading my memos, I'd appreciate a success fee of some sort
Deal/transaction volume in my portfolio lately @ProfPaulNary 1) $ELME sold $1.6 billion of MF 2) $AIV sold $740mm of Boston assets 3) $DRR.U sold for $10.80 per share 4) $REXR targetted by Elliott 5) $BHR initiate sale process (picked up shares today) 6) $GIL bought $HBI…
Allegedly a 4.8% cap rate multifamily deal hits the tape $101mm or $360k/unit 280 units @jayparsons
If this company can just figure put a way to generate cashflow
Hard Asset Memo #1 "Not All 15% IRRs are Created Equal" will likely go down as my favorite (repost) It examines risk-adjusted returns in a manner that can be easily understood. It highlights how cheap MF REITs were earlier this year $MAA $CPT Sign up at [email protected]
You guys know that I'm gonna go buy more REITs with these proceeds so that @EllliotttB can make fun of me even more
Back-to-back buyouts of $WOW and $HBI (smaller positions) within 24 hours Value is so back!!!!
2) Seems like there is a deal and Gildan has tried to buy Hanes in the past where the former CEO was fired for trying to buy Hanes bloomberg.com/news/articles/…
1) The Hanesbrand deal rumor is really interesting FT first mentioned $GIL buying $HBI in a $5 bn deal which would back into a roughly $7.38 per share deal price which would be 21% from the current HBI price of $6.10 Bloomberg reported a $6 deal price around 10:30AM today…
3) Hanes is a good business after it sold Champion and remove most of the fashion risk. The core underwear business is solid and Bonds is a strong brand in Australia. The consolidated business has not fully right sized Shares traded as high as $9.10 and a pre-deal price of…
5) I am not a M&A specialist, but if they adjust for seasonal working capital. Seems like there is another $0.30-$0.40 in excess WC per share bringing deal price to $7.70-$7.80
4) The deal makes sense as it vertically integrates the business with $GIL providing cheap yarn/blanks etc $HBI is trading at 7.8x NTM EV/EBITDA on a stand alone basis and the rumored synergy is $200mm according to Bloomberg. The Sep 2025 $6 calls are interesting at $0.35 as…
In combat sports, father time (and cocaine in Conor's case) always wins in the end Holy crap, the fluidity and crispness of Conor's movement in 2016 were quite something
In combat sports, father time (and cocaine in Conor's case) always wins in the end Holy crap, the fluidity and crispness of Conor's movement in 2016 were quite something
Large 9% shareholder Loews Corporation changed their 13G filing to 13D filing in $HBI sec.gov/Archives/edgar… Good to know there are concerned shareholders who will be watching out for their interest (which benefits minority) $6 price probably won't get enough votes to pass
Large 9% shareholder Loews Corporation changed their 13G filing to 13D filing in $HBI sec.gov/Archives/edgar… Good to know there are concerned shareholders who will be watching out for their interest (which benefits minority) $6 price probably won't get enough votes to pass
5/n) Rollercoaster 24 hours. Bought the $6 Sep calls yesterday on deal rumor of $5bn EV which implies $7.40 per share deal value for around $0.35 each. Thought those would be worthless today given the $6 deal price. But $GIL ripped higher and sold calls for roughly 50% gain I…
4/n)
1/n) What a rollercoaster with $HBI and $GIL in the past 24 hours!!! Merger call happening right now. Investors are liking the rationale for the deal and $GIL is up 8% as of this morning with shares up to $53 at the moment This implies $6.21 for $HBI but $HBI was trading as…
REITs can do Sunbelt multifamily Value Add as well @EllliotttB
REITs can do Sunbelt multifamily Value Add as well @EllliotttB
It used to be called “Don’t fight the Fed!” Maybe it should be “Don’t fight Trump who is fighting the Fed for lower rates”
It's a two way street. The mentee absolutely needs to bring its A+ game and the mentor needs to play the long game and be intentional. The mentor needs to think like a coach who's building to win 12-24 months out, not tomorrow. The menteee needs to act like they are fighting for…
It's a two way street. The mentee absolutely needs to bring its A+ game and the mentor needs to play the long game and be intentional. The mentor needs to think like a coach who's building to win 12-24 months out, not tomorrow. The menteee needs to act like they are fighting for…
Sebby @SebAyanian
3 Followers 26 Following Grad student focused on REITs and Equity Research $VTR valued at $77
にこまき@music Fe... @taisiKU1349
625 Followers 895 Following にこまき推しのラブライバーです！w ラブライブが好きな人にこまきが好きな人気軽にフォローお願いします！！
(￣▽￣) @____kaito___
25 Followers 70 Following パズドラ/ハンターハンターバトルオールスターズ/進撃の巨人自由への咆哮/つむつむ/ウィンドランナー/モンスト/ジャンプ/ワールドトリガー/モンハン/パタポン/テラリア/スマブラ/パワースマッシュ
☆あき☆🐾 @akimutawagamama
1K Followers 1K Following L'Arc〜en〜Ciel • X JAPAN•金爆好き歓迎✨ホットウィールや色々なミニカーなど集めてます🚗よろしくお願いします☆
サカイスト 伝�... @denpei__sakaist
15K Followers 8K Following サカイスト 伝ペーです。 吉本興業。兄弟漫才師。 兄。2013.2014年THE MANZAI認定漫才師！ オシャレ芸人、ボートレース芸人。福岡よしもと。インスタ→denpei
夢 @yume12345678901
6 Followers 11 Following
ケロロ軍曹 @K66kero_bot
2K Followers 2K Following Twitterを再侵略であります!!/【ケロロ軍曹】に登場するケロロ軍曹の非公式botです。本家とは一切関係ありません/色々話しかけてみてあげてください/何かありましたらDMまでお願いします/現在定期post&手動postで行っています/現在中の人の都合による更新遅れています
NAO @TnBryan
88 Followers 77 Following ☻ 看護 & お笑い アカウント 時々 ORANGE RANGE & classical ballet ☻ Critical care/cardiovascular nursing ☻ 看護学修士 ☻ ♪博士目指してます♪ ☻
ヒューマンアカ... @human_okayama
1K Followers 2K Following 岡山市にある社会人・主婦・学生さん・フリーターさん・求職中の方対象の資格取得の為のスクールです！（ ＾ω＾）b ☆ネイル、日本語教師、心理学、色彩心理、プログラミング、Ｗｅｂデザイン、パソコン、医療事務、デコ、食育、ブライダル、マクロビ、食育、通関士、メイクアップ、チャイルドマインダー、メンタルケア、ペットビジネス☆
マナ @MANA_laugh16333
55 Followers 204 Following
『女性保険』研... @womeprot143
148 Followers 1K Following
いぐあな @nattu_i
50 Followers 161 Following 簡単にいうと、相葉氏とマヂラブ（ばちめんもだいずき）とうたプリとテイルズが神！でロリコンでおじさん好きなニコ厨な１８歳。ツイート傾きあります。 妹の垢→お笑い好き、イナズマ好きはぜひ、＠moepanpa
わたあめちゃん... @nrjpnonhk_king
550 Followers 1K Following Twitter名、ジャンポケの3人に命名♪お笑い(ジャンポケ/ノンスタ)声優(梶裕貴/下野紘)アニメ(コナン/デュラララ)天てれ/333/パワプリ/ゲーム/ニコ動love◔‿◔♡新たにまたAmeba始めた(=・ω・）ノフォローの際は一言お願いします！
Mr.2ボン・クレ�... @Mr2_bon_bot
4K Followers 6K Following Mr.2ボン・クレーのONE PIECE非公式botです。30分1ツイート12時間毎リフォロー。マネマネが出来ます。マネマネキャラ一覧はお気に入り登録中。何かあれば中の人かボンちゃんにDMを。是非遊んでやってください!!お気に召さなければブロックでお願いします。※ボンちゃんはlikeの意味でクロコダイルが好きです。
ｗｅ ａｒｅ 大�... @daiya20100616
53 Followers 74 Following 浦和レッドダイヤモンズ／浦和レッズレディース／ディエゴ・アルマンド・マラドーナ／ジャイアントキリング／ベルセルク／宇宙兄弟／めぞん一刻／スター・ウォーズ／ダースベイダー／スター・トレック／Ⅹ-MEN／ウルヴァリン／ロビンマスク／踊る大捜査線／織田裕二／セリク／2700／Number／海外ドラマ
ぴ @ys_2139
267 Followers 319 Following
フランス語の先... @FrenchCyta
2K Followers 2K Following フランス語の先生のTwitterアカウントです。初心者おすすめの上達法や、外国の文化についてなどをブログ記事を通じて発信しています。お気軽にフォローして下さい！
絢パパ @takamasa0001
408 Followers 527 Following 2010年５月に女の子が生まれた２９歳のパパです(^3^)/ママの手伝いをしていますがなかなか大変です。ﾌｫﾛｰお願いいたします(｀∀´)
ちぇみ(´ω｀) @O_3chi1_R
107 Followers 183 Following 音楽(T.M.R/ﾐｽﾁﾙ/ﾚﾝｼﾞ/ｺﾌﾞｸﾛ),ﾗｰﾒﾝｽﾞ,25動,音ｹﾞｰ，林檎etc...好きです○重度のﾗｦﾀです○ｼﾞｮｷﾞﾝｸﾞ,ｽﾎﾟｰﾂちまちま.....◯ﾗｰｸﾗさん,音楽好きな方,趣味合いそうな人のﾌｫﾛｰお待ちしております(*´Å`)
yyujakl @yyujakl
13 Followers 101 Following
ssmakotoこと、ま�... @ssmakoto
697 Followers 1K Following 「人生を謳歌」したい、ssmakotoこと、まこと（男）です。 試行錯誤ばかりの毎日ですが、気軽につぶやこうと思ってます。興味のあること：カラオケ、ホノルルマラソン、将棋、読書、自己啓発、音楽、映画、世界遺産、スポーツ、F1、オリンピック、サッカーワールドカップ
∠あやかクラウ... @l101330
501 Followers 954 Following ハードコア/お笑い/オカルト/loveup!/ 情報収集アカ/美容師アカウントはInstagram ⬇︎⬇︎⬇︎
さすらいの旅人 @compass198
376 Followers 587 Following 転職多数。食品・自動車・飲食・ITなどなど。職種は基本営業一本です。大学時代を京都で過ごし全国を仕事で転々としました。大阪～長野～千葉～愛知～鳥取～沖縄～東京などなど。(長野が長い)過去はバリバリの自転車レーサー（ロード＆トラック）でした。今は見る影ないけど・・・。ちなみに国際結婚、日本語が出来ない娘に試行錯誤の毎日。
山中 たつ @tatutarou
335 Followers 818 Following アニメ ワンピースの好きなビジネスマンです。なんでも興味のある大阪弁丸出しの中年にさしかかろうとしている３０代中盤です。
ツネ(Happy Man) @Happy_man1982
59K Followers 1K Following Hi I'm Happy man！/ 英語勉強中！/フェスフード🍽️/フードトラック🚚出店依頼はDMで✉️
非リア充JK @kana336
74 Followers 197 Following 主に…関ジャニ∞/WaT/お笑いが好きです(^ω^)保育士になりたい。最近彼氏とかリア充とかどうでも良くなってきた(゜∀゜)笑ってられるのが一番幸せ。
グローバルセッ... @globalsession
365 Followers 761 Following スノーボードショップ グローバルセッション公式アカウント 公式：http://t.co/6ECiJQ07J4 PC：http://t.co/oxXdaJ0BXo mobile：http://t.co/UfFNJoEojM
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Topher @TopherGotWifi
1K Followers 484 Following Just got WiFi at the trailer! Trailer Park CEO. Prize pig Toby retired. Now Tophers emotional support pig. Future owner/CEO of the WNBA Turtle Creek Tunas!🐟
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Ayaan @pureyield
102 Followers 918 Following to grasp the future too early is to stand alone in error looking at lines @cinereacapital
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1K Followers 5K Following I love pooping. So much. Poop is the greatest. Infinite assbarf supreme.
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just_straya_things @straya_things
112 Followers 420 Following There is a fair go for those those that have a go / We bail-out houses! #howgoodisstraya
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mark misprint @markmisprint
19 Followers 288 Following keep it simple stupid building a scenius in nashville, whatever it takes. may i be executed by a jury of my peers. i follow Christ and the rabbit trail
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meesh @artmeesh
149 Followers 265 Following Artist and HF guy 🇨🇭🇺🇸🇬🇧 https://t.co/fJLMP7aHyn Bloomberg: Hamish MacDiarmid
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22 Followers 432 Following Philosophy, politics and economics graduate. Positive about every aspect of life. Love to read and write.
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