Keith Dalrymple
6K posts
Keith Dalrymple
@Jonathan_Keith2
Short biased investment analyst. Read for good investment content. If you want investment advice, consult the sell-side.
United States Katılım Şubat 2012
580 Takip Edilen2.2K Takipçiler
Agencies often rate debt very closely. Not the case with $RGSI with simultaneously tripled debt while getting a substantial upgrade! Thank you S&P Global!
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@pavyg Of course he did. 1. It was a plan of plausible deniability. 2. The stuff came from a box with a big doping warning on it.
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@John__Ferguson I'll say it again: PE will focus on companies on which it can layer immense amounts of debt.
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100% agree. PE is the absolute worst in brokerage, trucking, or AI transportation. Seems like the majority only lose money.
Craig Fuller 🛩🚛🚂⚓️@FreightAlley
Even if we get a trucking super cycle, Investment Banker Wofford believes that private equity should stay away from the highly commoditized asset-based truckload sector and focus on highly specialized + differentiated providers.
Panorama Village, TX 🇺🇸 English
@pavyg @Wimbledon @AlexZverev The astounding thing is how much shit Zverev gets despite his achievements.
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@FreightAlley Mr. Wofford can think whatever he wants, but PE will focus on companies on which they can layer on huge amounts of debt. Whether niche or commodity is irrelevant.
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Even if we get a trucking super cycle, Investment Banker Wofford believes that private equity should stay away from the highly commoditized asset-based truckload sector and focus on highly specialized + differentiated providers.
FreightWaves@FreightWaves
Relying on fragmented spot market capacity becomes an incredibly high-risk strategy when multi-year supply and demand variables converge into a super cycle. As Chris Wofford notes, the transportation landscape is heavily shaped by cyclicality, but current capacity constraints are creating a highly sustainable upward floor. When unexpected demand loops hit these structural supply walls, final-mile capacity can evaporate almost overnight.
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@pavyg @Wimbledon Not to mention, we don't want Sinner to play when it is hot. Cramping could be an issue.
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So many seem surprised that Djokovic v Sinner is the 2nd match, I thought it was a no brainer.
This is in effect the @Wimbledon final, evening match means a much bigger audience globally can watch and let's be honest all of the Tennis world are looking forward to this match! 🍿
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$RGSI Brookfield's selling summarized: Hand Over Fist.
Vancouver Island Guy 🌊@VanIsleInvestor
$BAM Brookfield Asset Management which owns 79,546,506 shares (worth approx. $2.35 billion) selling 116,094 shares of $RGSI Rockpoint Gas storage for approx. $3,424,773 privately.
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$RGSI There will always be @themotleyfool, even for companies that are only Brookfield adjacent.
fool.ca/2026/07/07/a-t….
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I know we are only halfway through the year, but I feel it will be hard to top this comment from one of the obligatory buy recommendations on $SPCX issued by one of the underwriters this week. It is truly glorious.
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It was similar to a Djokovic match in a way. Young competitor with nothing to lose comes out swinging freely, which makes them perform their best. We saw that with Fery.
The difference is that Djokovic wins the 5 points that matter despite that, and Grisho lost them.
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Grigor won't get a better chance to get to QF of a slam in his mid 30s, Dimitrov was 4-3, 15-0 up with a break in 4th set but then played 3 awful games.
Then he's a mini break up in deciding TB but then inexplicably double faults. But good to see him get a few wins at last.
Wimbledon@Wimbledon
It was a pleasure having you back at The Championships this year, Grigor. #Wimbledon
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Notice that $RGSI's long green up candles are on days when the US markets are closed. Probably just a coincidence... 👀👀👁️
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@mrmikebones A favorite song of an old friend, Damaged Dan. And yep, he has died.
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Lou Reed joins Jim Carroll for 'People Who Died' (Jim Carroll-penned 1980) Capitol Theatre Passaic 1984
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@witte_sergei Far right, pro-Russian Nazi imagery?
1. I never would have associated you with that description.
2. The real outting should have been the labor economist bit.
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I just blasted Smashing Pumpkins so loud that two people left the house.
Rudy Havenstein, Senior Markets Commentator.@RudyHavenstein
When I can, I will
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@pavyg Playing Djokovic frees his young competitors of all expectations. Liberated, they play their best.
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$RGSI, the equity below the private credit in the cap stack.
Keith Dalrymple@Jonathan_Keith2
$RGSI Fitch withdrew its deep junk 'B-'' rating just before Brookfield was going to triple the leverage to $1.2B. Rockpoint's equity is below the private credit that Fitch likely would have tagged in the "Cs" making the equity worth....something....maybe?
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@StockJabber Congratulations. Bear Cave is a critical resource in the short community.
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Some personal news: Hunterbrook Media has acquired The Bear Cave newsletter.
I started The Bear Cave to pursue independent investigative research and am excited to partner with a team that shares that mission. Hunterbrook will invest in bringing more original reporting to The Bear Cave’s readership and together we will bring the publication to new heights.
I’d like to thank so many people for helping make The Bear Cave a reality, starting with Professor John Shoven at Stanford, my first paid subscriber Jim Carruthers, early mentors like Marc Cohodes, Andrew Left, Doomberg, Petition, Bill Martin, and many others, including Substack founders Chris Best, Hamish McKenzie, and Jairaj Sethi for making it possible for anyone anywhere to build a following and income from writing online.
I owe endless gratitude to everyone who read and shared The Bear Cave, and especially those who supported The Bear Cave with paid subscriptions.
Above all, The Bear Cave would not exist if not for all the activist short sellers who speak truth to power:
@CitronResearch
@FriendlyBearSA
@muddywatersre
@WolfpackReports
@JehoshaphatRsch
@ScorpionFund
@KerrisdaleCap
@ResearchGrizzly
@CapybaraShort
@NMRtweet
@HitHawk_
@NingiResearch
@GlassH_Research
@FuzzyPandaShort
@AureliusValue
@blueorcainvest
@IcebergResear
@CulperResearch
@GothamResearch
@SnowCapResearch
@FugaziResearch
@WhiteResearch
@SunlightPartner
@Pelicanwayre
@callistores
@BmfReports
@QCMFunds
@JCap_Research
@BonitasResearch
@Jonathan_Keith2
@viceroyresearch
@umibozuresearch
@HindenburgRes
@Manateeres
@MorpheusRes
Thank you.
Hunterbrook@hntrbrkmedia
Big news: Hunterbrook Media is acquiring The Bear Cave, one of the most influential investigative newsletters in finance. Over the last six years, @StockJabber has produced a remarkable amount of truth-to-power reporting — and he's done it as a one-man shop. But in the golden age of grift and graft, more stories need to be written; wrongdoing needs to be exposed, and digging needs to be done. That’s why we’re partnering. It’s a good day to subscribe to @BearCaveEmail — and a bad day for bad actors, wherever they may hide.
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$RGSI Fitch withdrew its deep junk 'B-'' rating just before Brookfield was going to triple the leverage to $1.2B.
Rockpoint's equity is below the private credit that Fitch likely would have tagged in the "Cs" making the equity worth....something....maybe?
GIF
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