A Capital

950 posts

A Capital banner
A Capital

A Capital

@ACapitalLP

Investor

Not Investment Advice Katılım Kasım 2021
762 Takip Edilen12.1K Takipçiler
J/J
J/J@JJ248020·
@ACapitalLP $SSSS and $SKM for coming AI ipos.
English
1
0
0
76
A Capital
A Capital@ACapitalLP·
Starting a special sits chat - ping me with your best idea to get added.
English
50
1
66
13.7K
Rando Calrissian
Rando Calrissian@rndo_calrisian·
I’m not here to convince you or spoon-feed information that’s available to anyone willing to put in “10 minutes of diligence.” I’ve been heavily invested in the company since it traded below $1, and your drive-by, uneducated take is nothing new. It’s tiresome, and plainly lazy. You’re not even early to this contrarian opinion. Feel free to reply with more useless drivel. Thx
English
1
0
2
113
A Capital
A Capital@ACapitalLP·
@rndo_calrisian Why should $ONDS have a $4.5bn market cap? What revenue, margins and free cash flow am I actually underwriting here? Thx
English
1
0
0
670
Rando Calrissian
Rando Calrissian@rndo_calrisian·
@ACapitalLP Oh no, whatever will the company do without your endorsement or your investment. And you have offered no thesis whatsoever, bull or otherwise. “Well you just saved me 10 minutes of diligence.” Clown. I said what I said.
English
1
0
0
128
DrivenEvents
DrivenEvents@Neb2323·
@ACapitalLP @PopcornPost_ Have you seen The Conversation? 1970's Coppola-directed masterpiece (with an amazing piano score by David Shire)...many speculate that Hackman's character in Enemy of the State is the same character as in The Conversation (or at least a nod to it).
English
1
0
1
28
Popcorn Post
Popcorn Post@PopcornPost_·
Best GENE HACKMAN Movie that is Not named Unforgiven.
English
1K
6
283
122.8K
A Capital
A Capital@ACapitalLP·
@anidesh7 Idk man, this Barron’s thing might be right
English
0
0
2
70
A Capital
A Capital@ACapitalLP·
Man I hope this $SATS trade works out…
A Capital tweet media
English
3
1
16
3.2K
A Capital
A Capital@ACapitalLP·
@jeff964 Too generous, 99% NAV discount shall be applied.
English
1
0
1
177
jeff
jeff@jeff964·
@ACapitalLP wrong. proper NAV discount is 75%... don't you all see it?
English
1
0
1
180
A Capital
A Capital@ACapitalLP·
@NarrativeMachi1 The head of M&A did smallcap investment banking and the CEO is a former fund manager. The main product here isn’t drones, it’s “equity”.
English
0
0
1
77
A Capital
A Capital@ACapitalLP·
I know $ONDS has a huge cash balance and they’re clearly acquiring revenue, but something about it just feels off… Not the insider selling. Not even the bucket-shop sell-side victory laps. More just the holding company setup and overuse of the drone theme…idk 🤷‍♂️
English
4
0
9
6.1K
A Capital
A Capital@ACapitalLP·
🤷‍♂️
A Capital tweet mediaA Capital tweet media
QME
3
0
23
5.9K
PIK Toggle
PIK Toggle@piktoggle_·
Thinking through NYC member club options and weighing NYAC, Union, and University. I know all are different vibes, but looking for some guidance / general sentiment on each.
English
35
3
221
125.4K
Bucket Shop Capital
Bucket Shop Capital@bucketshopcap·
Def not a dunk on TBU but a lot of young guys are understandably solving for P&Lmaxxing. Having kids will change everything, be prepared- we all learn it only through the experience. Bet @FundamentEdge would have some thoughts/advice on how mid-level and above ppl make it work.
TBU@TBU12345678

@bucketshopcap this is very realistic but the wildly unrealistic part is where you say the pod guy is going to Europe multiple times per year. Semis earnings calendars do not allow for that

English
7
2
123
62.9K
A Capital
A Capital@ACapitalLP·
C’est bon $SPCX
A Capital tweet media
Français
0
0
0
704
A Capital
A Capital@ACapitalLP·
This is actually a great point. There’s no more guessing. Using sellside consensus for the $SATS RemainCo (let’s say $60-$65/share) you can multiply $SATS owned $SPCX shares (261.8mm) by the @HyperliquidX USDC-SPCX price (~$208) to get $SATS NAV… At current pricing, $SATS is trading at a -39% discount to NAV. 🤷‍♂️ app.hyperliquid.xyz/trade/xyz:SPCX
𝒰𝓂𝒷𝒾𝓈𝒶𝓂@Umbisam

$SATS Echostar SpaceX Stake Valued Over $54B on Hyperliquid Today.

English
9
3
20
10.9K
😈———-(📐
😈———-(📐@skewangles·
@ACapitalLP Team Internet Group plc - mgmt repeatedly insists that they are selling the company for £120m+, above the current market cap
English
1
0
0
258

Keşfet

@JJ248020 @rndo_calrisian @Neb2323 @PopcornPost_ @anidesh7 @jeff964 @skewangles @NarrativeMachi1