AllWeatherFund

@Jebaim3 LNF - high insider ownership, low debt, low risk of dilution, over $1B of embedded Real Estate value, will benefit from population growth in Canada SIS - high insider ownership, niche business, strong tailwinds from ageing demographics. GO - NY turnaround, insider ownership

@Jebaim3 $LNF.TO $SIS.TO $GO.U

Best names under 2b market cap? - Insiders with skin in the game - Low debt / Low risk of dilution - Turnarounds at an inflection point Any ideas?

@morgenhope33697 @AntSpeaks @TheoVon Wow.. you’re a special kind of retard

@AntSpeaks @TheoVon Without Israel there would have been no Operation Enduring Freedom, Operation Eagle Claw, Operation Desert Storm, Operation Epic Fury and Operation Paperclip. That's about $4 trillion to Israel right there. On top of that America has poured $73 billion into Israel since 1974.

“All of our f**king money goes to Israel..” It’s 0.035% of all U.S. tax dollars to be precise, and that money has to be spent exclusively on US military equipment.. But you didn’t know that… Tell me @TheoVon Does it physically hurt being this stupid??

@MarioNawfal Cyrus has a lower IQ than my dog

@MarioNawfal How do we know the 2nd pilot has been located???

@askjussi How’s their debt ladder? Don’t they have $50 million of debt coming due soon? How does FFO look after they refinance?

Canadian Net REIT is a hidden gem. • Only net lease REIT in Canada • Higher cap rates, lower competition • 3x Faster historic FFO growth than US peers Yet it trades at just ~10x cash flow and a near 6% dividend yield. $NET.UN $O

@patientinvestor @askjussi FCR.UN GO.U

@askjussi Could you give us 2 examples?

REITs today are trading at 20–40% discounts to NAV. That means: You can buy $100 of real estate equity for $60-80. With: • Liquidity • Diversification • Professional management This rarely happens.

@TheWiseIC @askjussi FCR.UN is much higher quality than all those 3

@askjussi My picks : $HR.UN $REI.UN $NET.UN

@thedailybeast Winston Churchill drank. So what

A top aide to Pete Hegseth has reportedly spread a rumor that the defense secretary’s drinking habits followed him to the Pentagon. thedailybeast.com/hegseths-top-a…

@shanaka86 Set up a perimeter around the search area and burn anything moving in.

BREAKING: Two American aircrew are unaccounted for on Iranian soil tonight. If the IRGC reaches them before the rescue helicopters do, this war just acquired hostages. And the last time Americans were held captive in Iran, it ended a presidency. On April 3, wreckage of an F-15E Strike Eagle was photographed in mountainous terrain in central Iran. The vertical stabilizer carries the red band of the 494th Fighter Squadron, based at RAF Lakenheath, England. The USAF in Europe badge is visible. The Aviationist assessed the images “do not appear to have been altered.” Iran’s misidentification of the jet as an F-35 supports the conclusion that the debris is genuine. The War Zone confirmed the tail markings. The Iranians recovered an ACES II ejection seat from the site. The F-15E carries two crew. Their whereabouts are unknown. Here is why the ejection seat changes everything. You do not fly combat search-and-rescue helicopters 50 kilometres inside enemy territory for dead crew. OSINT footage geolocated over Khuzestan Province on the same day shows an HC-130J refuelling two HH-60W Jolly Green II helicopters near the Dehdez Dam, deep inside Iran. A separate video shows a C-130 deploying defensive flares over the same area. If that footage is authentic, the US military is conducting a rescue operation inside Iran. And you only conduct rescue operations when you believe there is someone alive to rescue. The 494th is not anonymous. In April 2024, this squadron shot down more than 70 Iranian drones in a single night defending Israel. The President called their COs. They received the Mackay Trophy. They flew home to Lakenheath with kill markings painted on their jets. They redeployed to Jordan on January 17, 2026. They have flown combat sorties daily since the war began. And now the red band that carried those kill markings is in a crater in central Iran and the crew may be evading capture in mountains of a country promising “bigger, wider, more damaging” attacks. Fifty-two American diplomats were held in Tehran for 444 days between 1979 and 1981. The hostage crisis consumed the Carter presidency and is widely credited as the decisive factor in his defeat. If two American fighter pilots are captured alive by the IRGC in April 2026, the dynamics of this war invert overnight. The power-plant strikes become impossible without risking the hostages. The April 6 deadline becomes a negotiation for human lives instead of infrastructure. The grand bargain in Beijing acquires two faces and two names. Trump, who has built his presidency on the image of strength, would face the one scenario that strength cannot resolve: Americans behind bars in Tehran while the world watches. CENTCOM denied the April 2 Qeshm Island claim. They have not addressed the April 3 wreckage. The silence is the signal. When Iran’s claims are false, CENTCOM responds within hours. When the wreckage carries the red band of a real squadron and the ejection seat is on the ground and rescue helicopters appear to be flying inside Iran, the silence lasts longer. Because confirmation changes the war. And the war cannot afford to change right now. The wreckage is verified. The crew is missing. The rescue may be underway. And the question that will define the next 72 hours is not whether the power plants survive the weekend but whether two Americans do. open.substack.com/pub/shanakaans…

@Mindset4Money_X It’s telling you nothing is cheap right now

Is Berkshire Hathaway telling us not to touch the market? This is its largest cash position in more than 20 years. Notice the last time Berkshire's cash exposure was this elevated was before 2008 👀 Cash currently makes up 31% of total assets. $BRK

@tsxman FCR.UN and GO.UN are probably a better investment if you want diversified exposure.

Big insider buying at $MPC.C - a Vancouver commercial-diversified real estate co. $4.3 million YTD, the market cap is only $242 million. Real estate continues to be a place with meaningful insider buying.

@deepvalueco @BrownMarubozu @Comp_Cap_TO @bhar8670 @TidefallCapital How has TRI revenue and profit growth been in the last 10 years

@BrownMarubozu @Comp_Cap_TO @bhar8670 @TidefallCapital If I can offer an alternative idea. $TRI.TO also isn't in the XIU Both $FFH.TO and TRI have a single private entity with voting control over the whole company. Could be a governance issue.

Top 30 but still not in the S&P/TSX 60 $ffh.to

@Bgrew11 @dls19951 @mikealfred Cybertruck is overpriced junk

@dls19951 @mikealfred I have a cybertruck and it's awesome, no gas charges.

Imagine you had to choose your life at age 40: Option A: Single. No kids. $50M net worth. 850 credit score. Private jet. Option B: Married. 2 kids. $3M net worth. Drive a Toyota. 10 BTC in cold storage. 500 credit score. Fly Southwest. Be honest, which life are you choosing?

@Bgrew11 @mikealfred You likely got to $3M because you’d choose the Toyota

@mikealfred Why a Toyota ? 3 mil net worth can always afford a decent car, I would be embarrassed to be seen driving a Toyota.

@NuggetCapital Office REITS have never been a good business

Our camp added an office REIT. Might write about it in the coming days. Strong thesis. Will get tarred & feathered if I'm wrong. I'll probably do it anyways 🤣

@mikealfred You gotta do omakase on the bar. What is this peasant shit

@DividendGrowth We gave up 20 years of dividend on today’s pullback lol

Happy Meta $META dividend day for all who celebrate Mark Zuckerberg just received a dividend check for $179,793,245.62 Sadly, Meta has kept dividends unchanged for five quarters in a row at $0.525/share...

@tsxman George Armoyan is often wrong. Check out his track record in REIT’s

$AFN.TO insider buying. Will have to do some research on it as it is in the dog house. Legendary Canadian oilman $TOT.TO Dan Halyk loading up alongside Former Sask Premier Brad Wall & George Armoyan. Have to think there is something worth looking into there.

@Tablesalt13 It’s only for homes under a million

🚨BREAKING - ONTARIO/CANADA TO REMOVE 13% HST FROM ALL NEW HOMES SALES FOR 1 YEAR Absolute bloodbath for anyone who bought a new home recently $130,000 equity evaporated in an instant.