Brad Ginesin @polar_cap
Manager of Polar Capital, a long/short hedge fund. Author of The Trading Desk. Contributor to https://t.co/bFbQoaW8yo pro.thestreet.com/author/brad-gi… New York, USA Joined June 2011-
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I seem to forget each week to ask if you will please RT so folks can find the poll/me. Thanks guys!
I seem to forget each week to ask if you will please RT so folks can find the poll/me. Thanks guys!
#TimelineCleanse: my rabbit digging in the garden
Thanks so much and glad you enjoyed! Appreciate the shoutout, which means a lot coming from you. Thank you, again!
Thanks so much and glad you enjoyed! Appreciate the shoutout, which means a lot coming from you. Thank you, again!
CNBC is so happy that people are buying money-losing $CAVA at over 6x revs, a slightly higher multiple to sales than $CMG. Good luck.
You have to wonder about a person willing to spread a rumor like this.
You have to wonder about a person willing to spread a rumor like this.
The key to the $BBBY offering looks like around $1.20 per share for 900M shares for the full $1B, all in. Company will have 1.16B shares outstanding, 9x the current amount.
Always cool to see a value idea show up on Barron’s cover a week after my column highlighted the stock. Granted, Andrew Bary wrote it more eloquently. realmoney.thestreet.com/investing/stoc…
Always cool to see a value idea show up on Barron’s cover a week after my column highlighted the stock. Granted, Andrew Bary wrote it more eloquently. realmoney.thestreet.com/investing/stoc…
Good article on the $APE conversion into $AMC. If you own AMC and aren’t selling to buy 3x as many APE, I can’t help you. wsj.com/articles/amc-s…
In today’s column I channeled my inner Alan Abelson, the legendary @barronsonline columnist. Be kind.
In today’s column I channeled my inner Alan Abelson, the legendary @barronsonline columnist. Be kind.
Riddle me this: If Musk massively overpaid for Twitter, but funded the purchase by selling even more massively overpriced shares of Tesla —>> Did Musk overpay for Twitter?
After 13 months writing a column for Real Money, it’s report card time. My pans are down an average of 47% — clearly, it’s easier to find losers in a bear market. My long picks are down 10% — some real winners, but tough sledding this year. Happy New Year!
$TSLA reminds me of EMC back from the Nasdaq bubble. EMC was the last stock to break; it took recession-induced fundamental deterioration. Stock halved in Q1 of 2001…it had one more solid bounce then never came back.
Will Rumble Punch Ahead, or Give You a Black Eye? @polar_cap @TheStreet realmoney.thestreet.com/investing/stoc…
$GRND has at least 175M shares outstanding. At $50 “investors” are paying over $9B for Grindr, about 50x revs. GL
With FTX comparisons to Enron, here’s a passage from The Trading Desk about Enron that has the FTX vibe. Cc: @WallStCynic
$GM repurchased 2.5% of shares outstanding this Q (38M shares) — the benefits of a 5 p/e.

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