HardAssetsOnly
1.1K posts
HardAssetsOnly
@OnlyAssets
Real estate, shipping man, faux oenophile
Katılım Mayıs 2019
142 Takip Edilen404 Takipçiler
@ExcessDefaults Will probably run once you sell but no C-Corp conversion unlike FTAI which opens it up to floooowwwsssss
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I shouldn't be in ARLP but bot in covid and still sitting on it, time to sell? or am I bout to pull an FTAI and sell before it 20x's on me.
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@slapshotcapital You can take up to 12 weeks of paid leave in a psychologically unsafe work environment under the FMLA
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Genuine question: how can a building disclose who is living there or who the neighbors would be w/o violating fair housing rules?
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@RealAssetsValue @Mr_Neutral_Man @hybridvigorish @EllliotttB It’s really a bifurcated portfolio. LA is totally different market and has more stroke of the pen risk that SD/Inland. The SD/Inland assets are the better portfolio and should trade more dear if sold separately
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$CPT looking to start 2026 off with a bang. Anyone want to forecast where this ends up vs. the $1.5bn guide (~$415k/unit)?
3,609 units, 96% occ., ~$2,850/month rents, ~$88m of annualized NOI (based on YTD 2025 as of Q3), up ~4% y-on-y.
@Mr_Neutral_Man @hybridvigorish @EllliotttB
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In the wake of the Corning news, does anyone have any thoughts on the following:
Applied optoelectronics ($AAOI)
Vistance Networks ($VISN)
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@ACapitalLP This asset is a dog. Honestly the Terawulf assets are much much better and that has gone from $18 to $12. Pete Marin at T5 invented the outsourced data center biz and BITF has gone from $6 to $2.5. This is ripping on headlines not asset quality
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@hybridvigorish Been to lowland a bunch. Probably my favorite spot DT. Any recs in Mt. P, SI, or IOP?
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Anyone have good recs for Charleston? Not looking for FIG, 167, Sorelle, etc etc?
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@ACapitalLP Where does owning OTM call options on $Codi fall?
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$wulf continues to execute
HardAssetsOnly@OnlyAssets
@ACapitalLP You are right. Power trade is shorter term. Interesting that two tickers you didn’t highlight are the real deal $wulf and $bitf. Wulf executes and continues to have the best power assets. T5 is the real deal. Pete Marin helped invent the outsource DC biz. BITF + T5 = greatness
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@av_dcre lol - charlotte trying to do this by turning a park into Brooklyn Village
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@ACapitalLP I liked BTBT as a SOTP trade but do not like the WYFI assets FWIW
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@ACapitalLP You are right. Power trade is shorter term. Interesting that two tickers you didn’t highlight are the real deal $wulf and $bitf. Wulf executes and continues to have the best power assets. T5 is the real deal. Pete Marin helped invent the outsource DC biz. BITF + T5 = greatness
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@jclarkson203 @HJB2_0 Was flying United today and as a diamond and million miler the lounge at CLT was empty and they let me in even though not flying delta. Kudos to the team at CLT for playing the long game
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Things at $CODI must not be that bad if Lugano is still sponsoring things…
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