Brian Reichberg

234 posts

Brian Reichberg

Brian Reichberg

@Breichberg

Manhattan, NY Katılım Temmuz 2012
809 Takip Edilen108 Takipçiler
Jim Cramer
Jim Cramer@jimcramer·
And proud papa with daughter at the big wedding
Jim Cramer tweet media
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Gary Sheffield Jr.
Gary Sheffield Jr.@GarysheffieldJr·
Anthony Volpe hasn’t reached base in 21 straight at bats. Zero walks. Zero hits.
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Bill Ackman
Bill Ackman@BillAckman·
My last post on the International Hall of Fame Tennisgate. While I don’t mind and do deserve the ridicule about my poor play at the @TennisHalloFame, the Tennis Hall of Fame itself has received a lot of totally unfair criticism. The HOF gave @JackSock and me a wildcard to increase interest in its challenger tournament and the Hall of Fame itself. That is precisely the purpose of wildcards. I am not the first non-pro to get a wildcard in a pro event by a long shot. The HOF’s wildcard strategy succeeded beyond their wildest imaginations with coverage in every major media outlet around the world, and hundreds of millions of views and commentary on social media including a mini-doc about the match that went viral. Most of the coverage was negative, but almost entirely because of my poor play. Many also claimed that I bribed the HOF for the wildcard, which is entirely untrue. The HOF asked me for nothing and I made no commitments to the HOF. I had in the past donated to the HOF, but had done nothing in recent years. With respect to the criticism the HOF received for my poor play, this is entirely on me. What has not been disclosed is that I played a doubles tournament 10 days prior at the HOF, and I played great. The field was comprised of former pros and top college players from around the world, but 55 plus in age. Richey Reneberg and I lost in the semis to the ultimate winners of the tournament in the tie breaker. On the basis of my play during that tournament and my public profile, the HOF made the bet that Jack and I would drive a lot of coverage and interest, and I would play respectably, so it would be a good, fun, and appropriate use of a wildcard. Where things went wrong is that I hadn’t been beta tested in a professional tournament and my nerves got to me. Jack also chose the ad side and I have been playing the ad side for the last year. I was also serving into the 1:30pm sun with a shot clock (a new experience for me), and to make matters worse the other side held back making the whole thing look like a farce. What people are missing is that the whole thing worked out perfectly. My poor play dramatically increased the virality of the event, driving massively more coverage than if I had played well. So now let me make it better. The HOF is an incredible venue, museum, and tourist attraction, and most people, even tennis fans, didn’t even know it existed until last week. It relies on charitable funding for its existence as a non-profit. So each year the HOF has to go find corporate sponsors and donations to stay solvent, a not so easy task. @NeriOxman and I are going to help endow the Hall of Fame by giving the HOF a $10 million endowment that I will manage for free. Each year, we will give the HOF 5% of the then endowment principal so the HOF will now have a growing annuity to fund its work and won’t have to worry about hiring financial advisors and paying big fees. An investment in Pershing Square without fees over the last 21 years has generated a 56-fold return so if we continue to do a good job, the HOF will be able to dramatically expand its mission over time. We will ask the HOF to use the funds to promote youth interest in tennis and other activities that enhance the game for the players and the fans. As the endowment grows. the funds can go to other initiatives that promote the game of tennis around the world. In summary, the HOF engineered one of the greatest public relations achievements in tennis history. My failure on the court contributed to its success. That sounds like a grand slam to me. Stealing victory from the jaws of defeat (think @carlosalcaraz French Open final) is one of the things that makes tennis great. On another note, my partner Richey Reneberg and I hereby challenge @Served_Podcast Andy Roddick and the amateur of his choice to doubles on my court. And feel free to bring the cameras as I am now battle ready. Now on to the Wimbledon Final!
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Carter Braxton Worth
Carter Braxton Worth@CarterBWorth·
It never got me a better grade on an exam, a free ride on the train, a job offer, or a date, nor should it, but I’m proud of my grandfather’s great great great grandfather - Carter Braxton- who stood up to tyranny, put his life on the line and risked everything for independence.
Carter Braxton Worth tweet mediaCarter Braxton Worth tweet media
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Gary Sheffield Jr.
Gary Sheffield Jr.@GarysheffieldJr·
That’s the hardest ball Volpe hit in six weeks and it’s still an out. Slowly but surely making progress. Should be lights out by 2032
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Brian Reichberg
Brian Reichberg@Breichberg·
@catturd2 I live there. He will totally destroy the city. The crazy thing is we have enough insane people here that he may win.
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Mark R. Levin
Mark R. Levin@marklevinshow·
He burps again. Yes, I know ... Carlson has become a loathsome ass who is increasingly unhinged and pathetic.  Our nation's enemies love him, as do certain vile and weird conspiracy theorists he promotes.  I will address him, again, and his barely literate and utterly incoherent social media ramblings on radio tonight.  But the good news is, the more he talks and writes, the less relevant and more poisonous he becomes.
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Brian Reichberg
Brian Reichberg@Breichberg·
@catturd2 It’s great. My father was in the battle. The scene of them about to jump out of the plane is incredible.
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Catturd ™
Catturd ™@catturd2·
I’ve started watching the Band of Brothers today. Never seen it before.
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Brian Reichberg retweetledi
Jurrien Timmer
Jurrien Timmer@TimmerFidelity·
If the secular tide is cresting, we will need to rethink the 60/40 paradigm that served us so well from the late 1990s until 2022. My sense is that we need to paint this canvas with broader strokes, emphasizing the alpha over the beta. Equities? Yes, of course. Bonds? Also, but maybe fewer than before, replaced by harder assets such as gold, commodities, Bitcoin, and cash.
Jurrien Timmer tweet media
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Josh Man
Josh Man@JoshMandell6·
I know why things got tough. I am a strange bird ... I am hella long the stock, in and out of options (not just selling CCs, but somehow catching some luck with longs) ... All this and I am "complaining" they say. The great majority of MSTR longs have not had the fortune to spend so much time in the office of my finance professor, where we turned things back and forth, upside down ... he couldn't believe I was a high school dropout, but it gave me the advantage of thinking a bit outside the box because nobody had put me in the box to begin with. He would tell you that this "complaining" term is emblematic of a company you might not want to be involved in, a cult of personality where nobody asks the tough questions because they credit him with infallibility. I am worried about this myself ... amazing how few investors have found the need to advocate for anything other than "what Saylor says". These folks don't want to hear anything that reflects LONG TERM thinking about risks, known and unknown. Their favorite reply to my posts has been "Wen Moon?" But I am still long, and hoping I can help strengthen the contingency planning because I don't hear a lot of stress testing out there. If you want to become a bitcoin bank, you might want to learn about stress testing.
3-Sigma Mindset@3_Sigma_Mindset

@JoshMandell6 @CedYoungelman @PunterJeff @werkman After you hit 100K+ followers things got tough. One day crowd loves you and the next they want to tear you apart (for telling the truth), as if you are Muammar Gaddafi from Libya.

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Josh Man
Josh Man@JoshMandell6·
Bitcoin and MSTR are probably going to be in NGU mode for a while, but one day they'll turn around. The thing that keeps such volatile instruments from absolute freefall is the existence of shorts, which gives you that stutter stop pattern even in a steep decline (like the gauge on a blood pressure device). In the past, sharp rallies were met with mNAV expansion and thus shorts in MSTR began building. @btcjvs has been keeping us updated on the FTD status with MSTR, but the only way to trigger resolution (squeeze) are buy-ins. With the market not making any huge moves yet, margin calls are relatively tame and nobody is being forced to cover. One of the healthiest catalysts which can spark a rally in BTC is a high mNAV (rich) MSTR becuase that brings out all the hedge fund arbs. I say it again: a rich MSTR will pull Bitcoin up with it. @Saylor is now defining the range of mNAV as 1.5 to 2.0 and since he is never buying mNAV, he is clearing indicating that he has no problem selling at 1.5. If he starts selling below that, retail sellers will have to begin offering MSTR shares at mNAV levels of one or lower. Before you jump to conclusions, let me tell you that if the company isn't prepared to defend 1.0 by selling bitcoin to buy back shares, nobody will because it will become clear that he doesn't think that each share is worth the amount of bitcoin in the mNAV calculation. If the company believes in the calculation, of course they sell their bitcoin and buy shares at mNAV= 1 ... it's like a free call option ... unless you DON'T believe in the veracity of the calculation. What do I mean by that? Well, if we top out at 1mm plus and then retreat to 400K, it will be the typical bitcoin winter, but this time with the hot money ETF buyers running for the doors. If the ETF APs are providing liquidity at mNAV = 1, but the company won't do so for MSTR shareholders, It will be GBTC all over again. All I ask is that a declaration of intent to distribute BTC to shareholders or sell it and buy back its own stock at mNAV = 1 so that we can rest assured that we won't be screwed. I hope this message finds youw we
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David Hunter
David Hunter@DaveHcontrarian·
Here is my latest interview recorded 3/25/25 with Andy Schectman @MilesFranklinCo where we discuss the metals,the coming parabolic run to a secular mkt top,the bust & bear to follow & the commodity supercycle that follows the bust. youtube.com/watch?v=TCfDe_…
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Bill Ackman
Bill Ackman@BillAckman·
The country is 100% behind the president on fixing a global system of tariffs that has disadvantaged the country. But, business is a confidence game and confidence depends on trust. President @realDonaldTrump has elevated the tariff issue to the most important geopolitical issue in the world, and he has gotten everyone’s attention. So far, so good. And yes, other nations have taken advantage of the U.S. by protecting their home industries at the expense of millions of our jobs and economic growth in our country. But, by placing massive and disproportionate tariffs on our friends and our enemies alike and thereby launching a global economic war against the whole world at once, we are in the process of destroying confidence in our country as a trading partner, as a place to do business, and as a market to invest capital. The president has an opportunity to call a 90-day time out, negotiate and resolve unfair asymmetric tariff deals, and induce trillions of dollars of new investment in our country. If, on the other hand, on April 9th we launch economic nuclear war on every country in the world, business investment will grind to a halt, consumers will close their wallets and pocket books, and we will severely damage our reputation with the rest of the world that will take years and potentially decades to rehabilitate. What CEO and what board of directors will be comfortable making large, long-term, economic commitments in our country in the middle of an economic nuclear war? I don’t know of one who will do so. When markets crash, new investment stops, consumers stop spending money, and businesses have no choice but to curtail investment and fire workers. And it is not just the big companies that will suffer. Small and medium size businesses and entrepreneurs will experience much greater pain. Almost no business can pass through an overnight massive increase in costs to their customers. And that’s true even if they have no debt, and, unfortunately, there is a massive amount of leverage in the system. Business is a confidence game. The president is losing the confidence of business leaders around the globe. The consequences for our country and the millions of our citizens who have supported the president — in particular low-income consumers who are already under a huge amount of economic stress — are going to be severely negative. This is not what we voted for. The President has an opportunity on Monday to call a time out and have the time to execute on fixing an unfair tariff system. Alternatively, we are heading for a self-induced, economic nuclear winter, and we should start hunkering down. May cooler heads prevail.
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