Vincent Daniel

Enjoyed getting yelled at for saying something slightly positive about TSLA- expecting a solid code red!

I sense something; a presence I've felt since....

@shortbus_ace Season 2 requires some time but still solid- the rest is best in class

embarrassed to admit I’ve never seen The Wire, but I’m starting right now so it better live up to the hype

@mustknowthelore @Seawolfcap You make a fair point

Why not wait to buy Apollo until at least one shitty me-too lifeco has failed? @Seawolfcap @VD718

@private_dataguy I try to specialize in pithy references

$PCT and Tales from Trenton. @VD718 wrote with much more pithy references than I could ever muster but figured a decent time to describe what we are working through with NJDEP as folks seem very scared of the timeline here. Important to understand there is not a law here that needs to be changed or any sort of legislative action. All they need is a letter from the DEP stating their product qualifies as post consumer recycled product under the NJ law. In 2025, the DEP published a FAQ describing how they interpret and will be enforcing the NJ recycling law. Unfortunately, they weren’t quite sure how to deal with dissolution as it was new and didn’t fall within the classic mechanical vs chemical framework. As a result they did essentially the following: “if you aren’t traditional mechanical but are plastic to plastic you’re not approved for now but come talk to us and we’ll get you approved”. Clearly the intent here is NJ doesn’t want chemical recycling, and luckily $PCT is pretty much exactly what NJ wants, plastic to plastic. With a little research elbow grease, I have found $PCT has been in contact with DEP for a while to resolve this and now in frequent contact with the tenor of conversations seeming quite positive. Additionally, multiple major brand have submitted letters of support with empirical data showing the process works and is indeed plastic to plastic. In my dealings with various state environmental agencies my experience is that they generally get to the right answer and it always takes way longer than you’d think. My hope was this would be resolved before the end of the last NJ admin but the Sherrill team is now here. Luckily, a major focus of hers and the new DEP commissioner is a focus on cutting red tape and streamlining government processes. Also helps that the new commissioner is a former Chemist! In summary here, no guarantees when it comes to regulators and its taken longer than hoped (I understand why Dustin and team were optimistic this would be done sooner) but after months of back and forth I think we are closer to the finish line than folks appreciate. At the end of the day, this is what NJ wants and $PCT is on the right side of issue at hand.

@charlesbonnerjr @joinyellowbrick You can do that with WhatsApp

@joinyellowbrick Does it chat with all your hedge fund buddies and keep the riffraff out?

> does everything Bloomberg terminal does > 2,800 stocks

Great to have @Seawolfcap back for this week's "FND" on our WAWD @Substack. We discuss the impact of the war in Iran on the economy & markets & share some thoughts on $CVNA $AXP $APO #GOLD #ENERGY $RVI #privatecredit #AI etc. @VD718 (my mic wasn't right) whatarewedoingonthedesk.substack.com/p/its-the-frid…

@justfactstruth @jimcramer I have internal rage

@VD718 @jimcramer Vinny- you are a kind gentle patient soul

Here's what's been lacking in private credit: a candid discussion of what these Business Development Companies really own and how could their managers be so aggressive and heedless? A little realism would go a long way

@mdcnyc13 @jimcramer lol

@VD718 @jimcramer That was diplomatic if you Vin. My only regret is not being in the room with you when you read the original tweet.

@Jkylebass @elonmusk Forgive him Kyle- he needs to sell battery systems to store solar energy and firms like FSLR reported terrible quarters- he needs to keep the narrative going

@elonmusk China built 90GW of base load COAL-fired generation last year alone (larger than the entire Texas grid). 59% of the electricity China uses is STILL coming from coal. China’s EVs still run on COAL. It’s the green rope-a-dope from the world’s largest energy consumer.

China is moving rapidly to a solar/electric future with very little need for oil or gas

Thanks for having me on Phil- felt like I was between the ferns

@TgMacro Velour track suits are the best way to travel Tony-

I remember my grandfather - Vito Cafaro - putting on a suit, shined shoes, and a fedora hat to fly and I’d be fine going back to that. Most airports have been modernized & can carry a dressed population. Somehow the planes are the same as 1965. But don’t travel in crocs please.

This was a fun listen- two OGs talking shop- well done

@JackFarley96 Seems like more than just the traditional sell side Jack

Don't know if AI displaces labor or enhances it, if AI is a bubble or if it's so legit it creates/pops bubble in software What I know is Citrini absolutely mogged the traditional sell-side and they're furious about it

@Aureliusltd28 One of the major differences between the mindset of a growth investor vs value investor- Right or wrong, us value investors assess a high probability weight on something going wrong 5-10 years from now.

@agnostoxxx Sick pull!

FINALLY! I feel I beat the Boss Level!🥹🙏🙏🙏

@FirstSquawk Did they halt the management fees as well? There should be a rule- sure you can gate me but suspend all management fees while I am being gated- better yet pay me a fee for allowing you to restrict my ability to redeem-

Blue Owl permanently halts redemptions at fund aimed at retail investors-ft

@mfwarder Pirates can be sneaky good this year Matt- Skenes, Bubba and Konnor Griffin

Opening Day can’t get here soon enough…gonna go see this absolute unit in Bradenton this spring.

@1MainCapital I like this one

Not to worry… if AI is replacing us as fast as Elon promised FSD, we’ve all got about 20 years of job security left