Stanton

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Stanton

Stanton

@StantonsLab

Fist principles on finance, Leader of UI and EI, Newfie at hart. 7000% returns per month, Join my Subscription for only $2 a day at https://t.co/6fRwLI4ed4

Sydney Downs, Caper island Beigetreten Mayıs 2016
883 Folgt2.7K Follower
Stanton
Stanton@StantonsLab·
@MarkMcGrathCFP @lejeunesimon @Wealthsimple Ya the big banks totally don't do this with MER fees and a million other ways they are robbing boomers that are stupid. Id wager the "Lowest common denominator" kid on WS is 100x more financially savvy than his boomer grandpa
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Simon Lejeune
Simon Lejeune@lejeunesimon·
$125B in assets, +71% yoy growth, another record quarter for @Wealthsimple 🚀 We are the fastest-growing FI in Canada, and we're now getting more net deposits per quarter than most of the big 5 banks 🔥
Simon Lejeune tweet media
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Dan Zetterström
Dan Zetterström@TheZignal·
@StantonsLab I gave him the exact credit he earned in my post. Does it bother you Biden signed this into law?
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Dan Zetterström
Dan Zetterström@TheZignal·
Thanks to Biden for signing in the law years ago, and to Trump for following up. Your efforts are appreciated!
Eric Burlison@EricBurlison

Thank you @realDonaldTrump for doing what no other president has been willing or capable of doing. This is a historic first step in what I trust will be just one of many. Thank you for taking on the swamp to make this release happen. You are the president of the people! war.gov/UFO/

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Post Disclosure World
Post Disclosure World@PostDisclosure·
Jeremy Corbell was told there will be weekly releases of the UFO files. This will be fun.
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Stanton
Stanton@StantonsLab·
@UAPReportingCnt nice start, it gets bigger after a couple years if you get into it,
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UAP Reporting Center
UAP Reporting Center@UAPReportingCnt·
👽 Some of my UFO book collection🛸
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Vancouver Island Guy 🌊
Vancouver Island Guy 🌊@VanIsleInvestor·
Canadian Telecom: $T Telus employs ONLY 22% of their Workforce in Canada. $RCI.B Rogers Communication is 99% Canadian. $BCE BCE is 95% with recent U.S. expansion. Probably a good story for @BNNBloomberg or @MobileSyrup. Now you know why $T Telus is using A.I. to alter non-Canadians voices. All Canadian Telecom companies are not equal. Thanks @FuzzyBe02910905
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CapexAndChill
CapexAndChill@CapexAndChill·
Insights from $BAM's call AI infra is the largest and fastest-growing theme for the business. A $5B AI infrastructure partnership with Bloom Energy is already in talks to expand by multiples. Real estate transaction volume is recovering much faster than public headlines suggest, with the firm expecting to complete $20B in transactions over a two-month period. Office fundamentals are also strong because zero new supply has been built since 2020, driving rents in Tier One markets 50% to 80% higher than they were five years ago. They have very limited exposure to software and direct lending, protecting it from current market stress. Its private BDC represents less than 1% of fee-bearing capital. The Oaktree acquisition can add significant new revenue and AUM with only a modest increase in operating costs. The credit team is preparing for a massive deployment opportunity driven by a wave of leveraged buyout maturities scheduled for 2027 and 2028. A newly awarded mandate from Just Group adds $40B in insurance-related fee-bearing capital. The flagship PE fund has already raised $6B and is expected to be the largest vintage in its history. Management believes the stock is meaningfully undervalued and has opportunistically repurchased nearly $800M in shares over the past seven months. Wow! They are in advanced talks with major target date fund providers to add its real asset products into default 401k and retiree portfolios. The private wealth business continues to grow at approximately 40% annually. Really looking solid.
CapexAndChill tweet media
CapexAndChill@CapexAndChill

$BAM generated strong advantages in the first quarter through massive fundraising and a growing pool of guaranteed future fee revenue. Their core upside is driven by $67B in ytd fundraising and a $137B stockpile of uncalled capital. When deployed, $67B of this uncalled capital will automatically create roughly $670M in new annual fees. BAM also secured a $40B mandate from Just Group, which locks in another $100M in yearly base fees. They also are actively raising their largest-ever flagship funds for both infra and PE. BAM's long-term profit potential is backed by its carry eligible capital, which has tripled to $182B since its spin-off and already holds $1.5B in unrealized carried interest. These locked-in fees combined with record fund sizes, and limited exposure to market stress, BAM has established a predictable and expanding path for future earnings growth. Business as usual 🍻

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Stanton
Stanton@StantonsLab·
@CapexAndChill What did you think of their low 7% growth on distributable earnings?
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CapexAndChill
CapexAndChill@CapexAndChill·
$BAM generated strong advantages in the first quarter through massive fundraising and a growing pool of guaranteed future fee revenue. Their core upside is driven by $67B in ytd fundraising and a $137B stockpile of uncalled capital. When deployed, $67B of this uncalled capital will automatically create roughly $670M in new annual fees. BAM also secured a $40B mandate from Just Group, which locks in another $100M in yearly base fees. They also are actively raising their largest-ever flagship funds for both infra and PE. BAM's long-term profit potential is backed by its carry eligible capital, which has tripled to $182B since its spin-off and already holds $1.5B in unrealized carried interest. These locked-in fees combined with record fund sizes, and limited exposure to market stress, BAM has established a predictable and expanding path for future earnings growth. Business as usual 🍻
CapexAndChill tweet media
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Paul Suggs
Paul Suggs@righetous9195·
@BarrySchwartzBW the Dot com era was ALL hype and ZERO revenue the AI era is FULL Revenue and REAL utility
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Barry Schwartz
Barry Schwartz@BarrySchwartzBW·
This run is nothing. But just remember it ends in pain...
Barry Schwartz tweet media
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Stanton
Stanton@StantonsLab·
@BarrySchwartzBW @KaijuKingz94 I agree there's so many growing amazing businesses that nobody wants to buy because they don't have a tether to AI.
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Barry Schwartz
Barry Schwartz@BarrySchwartzBW·
@KaijuKingz94 I'm biased, but I feel our portfolio is near the cheapest on valuation in years given the expected growth.
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Stanton
Stanton@StantonsLab·
@BubleQe The numbers should pick up dramatically as the year rolls on Q4 should be really good once oak tree is fully integrated. I didn't like the 7% growth on DE but that's completely explainable when you understand what's happening in the company.
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TUPACABRA
TUPACABRA@tupacabra·
An inconvenient truth.
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Stanton
Stanton@StantonsLab·
@RazorOil It's really unfortunate, Canada is like 10 years behind the curve now. Mark Carney seems to be the only politician that is still holding on to this nonsense.
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Stanton
Stanton@StantonsLab·
@theblackvault @kenklippenstein These idiots, and I'll include Neil in this series absolutely outlandish stupid things all the time. "Be super advanced beings that have mastered gravity and time just crash into the desert all the time" Literally cringe-worthy
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Ken Klippenstein
Ken Klippenstein@kenklippenstein·
wild how aliens figured out faster than light travel but keep crashing into things
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Stanton
Stanton@StantonsLab·
@marketplunger1 We are all feeling it I sold my Intel stocks at $40 because the company just sucked but apparently I'm an idiot.
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Brandon Beylo
Brandon Beylo@marketplunger1·
I am confident enough in myself to say that I feel like I'm the only person not making life-changing money in semiconductors and AI stocks. Like I completely missed it. So now I feel the desire to buy "the next rotation." I don't know. Hope my insecurities help others.
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Stanton@StantonsLab·
@ufouapam Watching now, that was quick Andy
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John Greenewald, Jr.
John Greenewald, Jr.@theblackvault·
@ksorbs That’s exactly their plan… Release stuff like this with the aura of “transparency“… And in the end, you just squint your eyes and laugh it off. Meanwhile, I guarantee they have a lot better stuff they won’t be releasing or even referencing.
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Kevin Sorbo
Kevin Sorbo@ksorbs·
What exactly am I looking at here?
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Stanton
Stanton@StantonsLab·
@TMZ Lot of bridges around
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TMZ
TMZ@TMZ·
Canadian actress Claire Brosseau is begging a Canadian court to let her end her own life. Details: tmz.me/LDzjzhj
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A.B.
A.B.@AugustusBenle·
>30 something poor Virginia boy >Married with two kids >No career >No prospects >Commits to creating a music career out of nothing >Makes millions overnight >Wife divorces him and gets half of his newfound wealth
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