ShadetreeCapital
4.3K posts
ShadetreeCapital
@Shadetreecap
Cherish the freedom that those honored by Wreaths Across America achieved for us. Ultimate sacrifice
United States Katılım Aralık 2021
1.3K Takip Edilen378 Takipçiler
Got my results: Classic Hodgkins Lymphoma
Likely won't post much about this primarily because cancer posts are always a downer and I want to focus on the positive.
Feels too significant for me not to share though.
Kinda wild as you never expect it'll happen to you. 🤷♂️
Nick O’Neill@chooserich
Haven’t made videos since Friday… Spent time instead freaking out about a biopsy I’m getting tomorrow in my chest😭 I don’t talk about my health publicly but figured I’d do it because health issues are isolating and they shouldn’t be. Hopefully back to normal by Tuesday!
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@RossKneeDeep She couldn’t even put two sentences together…..
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When we look back on why Trump won this election, it won't be because he was a better choice. Kamala was more than qualified. She was one of the most qualified persons to run for office in a very long time.
She offered Americans $25,000 towards their first home. She offered $50,000 to small businesses. She offered intelligence and critical thinking.
Yet, Amerca decided to go with dimwitted criminal with 34 felony counts, a convicted sexual abuser, a fail businessman, accused of being a pedophile who tried to overthrow the government.
As we look at the absolute chaos trump has caused in one year, the is was it worth it? Who's benefiting from Trump being the president?
Why didn't Kamala win?
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@ShanesDentures @JamesSurowiecki @dilanesper Yeah for two years….not great policy
Now what exists is the tighter control by the Big 4 which will result in higher consumer prices over the long term
Potential Big 5 is better than Big 4 for long term
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@Shadetreecap @JamesSurowiecki @dilanesper Using that logic, had the merger gone through as originally planned, the merged company would have charged big 4 prices from day 1 (why would they have kept uneconomic pricing with new pricing power).
So... In the short-term, consumers won.
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The thing that annoys me about the Spirit-JetBlue discourse is even if the combined airline ultimately failed, it obviously could have hung on for longer and a lot of people would have paid cheaper airfares during that period.
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Spirit CEO says Trump killed it with high gas prices from the Iran war
Own it, bitch 😘
Bonchie@bonchieredstate
Spirit has gone bankrupt *twice* since the merger was stopped by Biden and this judge, which you celebrated. The exodus of pilots has been going on for well over a year. Rumors of a shutdown have been long-running. You and your party ensured this would happen. Own it, Liz.
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@ShanesDentures @JamesSurowiecki @dilanesper Wrong
They will be paying the prices set by the Big 4
Only paying JB prices on routes in which there is no competition….basically no routes
Clearly Spirit fares were uneconomical and unsustainable
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@Shadetreecap @JamesSurowiecki @dilanesper Could have happened years ago. But in the meantime, Spirit customers were paying Spirit prices. Jet Blue customers paid Jet Blue prices.
Now, after a few years, Spirit customers will be paying Jet Blue prices.
Customers won in the short-term.
Shareholders lost.
Capitalism.
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@ShanesDentures @JamesSurowiecki @dilanesper Could have happened years ago…..
Could not care about shareholders
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@Shadetreecap @JamesSurowiecki @dilanesper So the big player WILL have a bigger competitor going forward. It is called Jet Blue.
Jet Blue is swooping in and picking up Spirit routes, employees, and ultimately cost concious customers. Pennies on the $.
Losers are Spirit shareholders. This is how capitalism works.
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@BradenTaylorTV Hey @grok who is the guy next to devaux
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Full footage of trainer Cherie DeVaux watching Golden Tempo win the Kentucky Derby!
DeVaux is the first female trainer to ever win the Kentucky derby.
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@JamesSurowiecki @dilanesper But there would have been a bigger and more comprehensive competitor to the Big 4
Plus some would have kept their jobs
How do you know they would have went into bankruptcy?
Stop being Biden apologist
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@dilanesper JetBlue was planning to raise Spirit's fares by 40%. So the fares would have been meaningfully higher for two years than they were in reality. Even if JB had stayed out of bankruptcy while operating Spirit for another year, aggregate gains to consumers would have been small.
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@RonFilipkowski Hey Ron maybe that is why they wanted to merge
Called capitalism vs your socialism
Some variant of 14000 jobs is better that ZERO
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These people never take responsibility for anything. Spirit has lost over $2.5 billion over the last several years. Joe Biden didn’t cause them to run a shitty, unprofitable airline. Then they got hit with soaring jet fuel costs from Trump’s war.
Aaron Rupar@atrupar
Sean Duffy on Spirit Airlines: "I think it's important to talk about why we are here today. Joe Biden and Pete Buttigieg ... "
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@SRuhle Hard no
Merger consolidation fears….actually a combined 10% is better vs Big 4 of 80%
They would not have been at tipping point if they were allowed to merge
Some variant of 14000 jobs is better than ZERO jobs
Facts vs Biden apologist
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2 things can be true.
- the Biden Administration blocked a JetBlue/Spirit merger out of market consolidation concerns & now here we are with one company gone.
- the final blow that caused Spirit to fall was skyrocketing jet fuel prices caused by the war in Iran.
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@ChrisDJackson He absolutely is responsible
Some of those 14000 would still have jobs if the merger to create a company with 10% vs the Big 4 with 80% market share
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Ah yes. Joe Biden is the downfall of Spirit Airlines. Nearly two years after leaving office. Totally believable.
Sometimes you just can't make this shit up.
Aaron Rupar@atrupar
Sean Duffy on Spirit Airlines: "I think it's important to talk about why we are here today. Joe Biden and Pete Buttigieg ... "
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@SRuhle That is why they should have been allowed to merge with JB and save some jobs and be able to compete with 9% market share vs Big 4 with 80% market share
Capitalism vs your socialism
Thanks for proving Duffy’s point
Being a Biden apologist leads down the wrong path
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Spirit danced with bankruptcy & was plagued by management issues for quite some time. Then - this unprofitable organization- with almost no cushion got hit with soaring jet fuel costs.
That is the story.
Aaron Rupar@atrupar
Sean Duffy on Spirit Airlines: "I think it's important to talk about why we are here today. Joe Biden and Pete Buttigieg ... "
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@JamesSurowiecki @EWErickson Ridiculous response
No question some would have lost jobs but not 14,000
Do you really think JB would have kept the same cost structure and pricing in place?
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@EWErickson Many thousands of those Americans would have already lost their jobs if the JB acquisition had gone through. The deal would not have turned Spirit into a viable business without a radical overhaul of its cost structure and pricing.
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Today, 14,000 Americans are waking up unemployed because Elizabeth Warren, Pete Buttigieg, Lina Khan, and the Biden Administration insisted they were smarter and more knowledgeable about the airline industry than the airline industry itself. Technocrats kill jobs.
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@AnnCoulter @neoavatara They would not have been in that precarious position if the merger had been allowed to occur
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It was high fuel costs that was the final death knell for Spirit -- caused by a pointless war that has left everyone worse off.
Yogi@Houseofyogi
Spirit Airlines died tonight at the hands of the socialist crusader, Elizabeth Warren She must be so proud to add another casket to her achievements. Tonight at 3am, Spirit turns off the lights. 14,000 jobs gone. 30+ smaller airports lose service. JetBlue offered $3.8 BILLION in cash to buy Spirit in 2022. Shareholders, flight attendants union, literally everyone voted yes. The combined company would have held 9% of the US market against a Big 4 that already owned 80%. For anyone who understands numbers: 9% isn’t a monopoly against 80%. Warren said no. She wrote letters. She pressured Buttigieg. Biden’s DOJ sued. A federal judge killed the deal in January 2024. Her argument: the merger would cost consumers $1 billion a year. Now look at her collateral damage she dusts under the rug. 510 pilots gone in the months after. 1,800 flight attendants furloughed in December. 14,000 jobs in 2023. 7,500 last week. Zero tonight. And that’s just the people in Spirit uniforms. Catering goes. Fuel guys go. Baggage crews, gate agents, airport coffee shops, hotels and rental cars in 70 cities Spirit flew to. Every airline job carries 3 more on its back. 40,000 people out of work because of one woman’s moronic crusade against the market. And the math ain’t mathing. Spirit abandoned 90 routes during the death spiral. Fares on those routes are up 14% on average. Oakland to Newark: $135 to $288. Fort Myers to San Juan: $92 to $219. Kansas City to Newark up 66%. That’s reality. Not some BS number from a “study.” So @SenWarren tell me how this saves the consumer money? Cheap carriers in a market drop fares 21% across the board. Southwest did this in the 90s and saved Americans $68 BILLION over 20 years. Warren killed it. That’s what moronic politicians led by socialism do. Then with her own blind arrogance, she tweeted Spirit’s collapse is “a Biden win for flyers.” A win. 14,000 people are reading termination letters tonight. And she’s taking credit. This is socialism in 2026. A senator who’s never made payroll thinks she knows how to run a market better than the people who own and work in the company. She saved you a billion on imaginary paper. She cost you ten times that in real life. She didn’t protect consumers from anything. 14,000+ will go from working to welfare. She will make sure to blame billionaires, hardworking tax payers, AI, capitalism and whatever monster they will make up tomorrow hiding under your bed. Higher taxes. Fewer jobs. More expensive everything. She called it a win. I hope you enjoy winning.
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@Geiger_Capital Always yelling and wrong, never in doubt
@SenWarren
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Elizabeth Warren was key in blocking the JetBlue/Spirit merger to "protect consumers"…
The result? Spirit liquidates after 34 years. 16,000 employees just lost their jobs and the bigger airlines can now raise prices even more.
Always wrong, never in doubt.
Elizabeth Warren@SenWarren
I've warned for months that a @JetBlue-@SpiritAirlines merger would have led to fewer flights and higher fares. @JusticeATR and @USDOT were right to stand up for consumers and fight against runaway airline consolidation. This is a Biden win for flyers! apnews.com/article/jetblu…
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@SteveOnSpeed Does not take into account you need to pay taxes on the social security…
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People say wait until 70 for max Social Security.
Wrong.
Claim at 62, invest it, and you'll have $220K+ in liquid capital by 70, while the "wait" crowd has collected $0.
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2.2BLN 0dte at 720 now. The absolutely funniest max pain scenario will be if we come up short of 720 and but AAPL and SNDK sell off on earnings tonight giving us a gap down tomorrow. Everyone on here will throw a fit.
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Believe it or not, tech isn't leading the way today. Aside from GOOG tech is taking a beating today, it's everything else catching up.
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@MichaelPBento After Trump post last night traded over $100
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Sure just a casual 2.50% drop at open and rising back up the next 2 hours like it never happened. Absolutely things you see in a healthy market supported by fundamentals
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@GardinerIsland Qtr rev fell 6.7% year/year to $1.07 bln vs the $1.17 bln FactSet Consensus
sees FY26 revenue growth of +3-6% yr/yr, down from prior guidance of +5-7%, which computes as $4.87-5.01 bln vs. $4.99 bln FactSet Consensus.
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@Shadetreecap i guess they offered up some weak guidance given the beatdown today ?
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anybody catching the $FLS knife ?
Street still absolutely in love with them reiterating alot of $95 to $100 PT's .... feels a bit like over reaction on sell off
they win with increase spending in energy , power generation .... at 18x forward PE vs $ITT at 28x ........
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