Mezz

@EllliotttB Pls share with the class

I guess I’m late to this but just discovered Caleb hammer and Gen Z Jerry Springer x Dave Ramsey is incredible content

@the_P_God @fintwit_lurker "Lower body countries allow stuff like that. Upper body countries would not"

@the_P_God @fintwit_lurker Moving out of the city to be near the less cool heroin addicts to own the libs

@fintwit_lurker Richest people I know from boarding school and general life just eat the taxes because they’re rounding errors and they’d rather live where they want to live. Very upper middle class coded to worry about tax implications.

@CapRateKen The late 20s girlfriend always copes and seethes that the online friends end up actually being totally normal, cool ass people

Big shout out to Delta for leaving early and arriving early- big time dad behavior ❤️ Respect to my fellow travelers for making everything peaceful 🤝 Lastly, we have to recognize the ground crews at JAX and LGA, couldn’t have done it without them🫡 If I’m kidnapped and murdered, I couldn’t have asked for a better last flight 🙏

@judgebushwood Lmao this is ~95% of the cuspy deals in the market "It's stabilized occupancy! Concessions need to burn off and a little more absorption is gonna do that and then the new insurance policy is gonna get them to 6.75 debt yield and it's someone else's issue!"

@for_yield What if I can make the deal work assuming low 90s occ and perpetual concessions..it’s called your loan is due and you take a haircut while I undercut rents in the market

Just wait bro, these concessions are gonna burn off bro and rents are gonna go up bro

3 days of savcannon (?) and now leopold 1) what

@fintwit_lurker really nice way for me to see which accounts to block though

@ParadisLabs he didn't sell his stake in Anthropic dude lmao

This Leopold / Situational Awareness story is crazy. > Go from $1.5B to $20B in under two years. > Over 1,000% since launch, 270% ytd to May alone. > Jane Street which almost never allocates to external managers becomes an investor. > $24B near the highs, levered as much as 4x. Up 439% for H1'26. > July 2026: AI names go down as much as 50%. > Compounded with up to 4x margin... > Leopold sends letter to LPs for additional capital reported by FT yesterday, says that this is a buying opp. > Today: CNBC reports Situational Awareness has exited all public equity positions. > One buyer takes everything, both L/S books, in one enormous block. > Jane Street?? Who buys a whole levered spread book in one go? Isn't that is literally Jane Street's business? > As an LP, Jane Street had the inside view of exactly his book. Which would make this even more ironic... > If it was JS, the arc completes: Leopold's rarest backer would be the buyer of his whole book lol. > What's left of Leopold? Whatever's left in the private book after selling Anthropic stake and the capital raise, if any.

@kevingatestan69 that's an au poivre from the gods

@kevingatestan69 jfc 😩

One more

@NUCLRGOLF stock 7i

You’re got 180 to the pin, a creek to hit over, wind in your face and a hotel long and left. The Pacific Ocean is on the right, and a full gallery sitting on a patio behind the green. What are you hitting? 🏌️

@EllliotttB Very interested at a 12 cap

Broker just called me regarding a listing of theirs I apparently clicked on and when I asked which one he said he didn’t know

@TheSalonDon Entire life is devoid of meaning and vapid. I would crash the fuck out too

On paper she has the easiest possible life on earth But imagine if the amount of money you make steadily decreases every month And knowing soon that nobody will care about you anymore And if you don’t find a famous husband before then you live the rest of your life feeling like a failure And to a standard below the one you are currently living Pretty stressful I’d guess

@Mike_kim714 323

59 Giveaway Time! Whoever guesses my locker number I had at 3M gets the 60 degree vokey wedge that I used all week with a commemorative stamping

@SkolCapital That's a banger

@for_yield Personal favorite is, “I’ll give that the consideration it deserves.”

"That's first order thinking" gotta be in the top 3

@rennyzucker Agent helping build his brand as a chill *American* *Southern* superstar

What a weird fuckin post

@EllliotttB Deferred Taxes, Insurance and Maintenance And it's securitized

Surprised nobody has proposed that municipalities allow residents over 70 to PIK toggle property taxes and then sell the receivable, seems like perfect match between appeasing older voters and creating a fixed income security that someone can sell back to them after a little skim

Restaurants are terrible businesses everyone knows this. QSR style stuff only improves as a biz at scale and with eventual portion reduction. Hundreds maybe thousands of people bitch about chipotle portions and other public equity chains too. It's not a "PE Bad" thing.

Guy who willingly eats and pays for hospital cafeteria food (Panera) and then complains about it