Griffonomics
6.9K posts
Griffonomics
@griffonomics
Pilot👨🏼✈️ Stocks 📈 Health 💪🏼 America 🇺🇸 NotebookLM Company Reviews https://t.co/FNn9gXOJpz
Katılım Mart 2009
149 Takip Edilen414 Takipçiler
Good catch, you're right on the ticker. $URI did initially agree to buy H&E for $4.8B in January 2025, but it was $HRI that last minute outbid for $5.3B. Shows the Brad Jacobs financial discipline that he instilled in $URI, not to overpay.
While the narration may have slipped, the thesis remains the same.
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@SayNoToTrading @griffonomics The griffonomics episode comparing the two is directionally right but is just AI slop. For example it talks about how URI bought H&E but never actually bought them, $HRI did.
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Anyone bought $SUNB stock yet?
I'm talking Sunbelt Rentals, largest $URI competitor, which finally got that US listing.
This has been in the works for years (since Dec 2024) and as I've said before on here, it's the only reason I haven't bought Ashtead Group $ASHGY $ASHTF $AHT.L stock.
I didn't want to get stuck with ADRs, F shares (native stock but hassle), or paying the 1% currency conversion to buy on London Exchange.
Because $SUNB is new, US financial websites don't really have data for it. Even Google thinks you're mistyping Sunoco ticker when you search for it SUNB stock.
Obviously the British financials are available but you must be super careful with currency conversion. Many popular websites mess this up all the time.
Sunbelt stock is cheaper than United Rentals, as it should. How much cheaper should it be? That I don't know.
@griffonomics this might be a great episode to compare and contrast revenue by geography, comparative valuations as of today, and anticipated growth rates. Also, breakdown by customer type.
This revenue breakdown from Grok for $URI vs. $SUNB by geography, haven't verified and not sure I trust it.
Note the revenue by vertical pie chart is for United Rentals.
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Hong Kong: On March 23, 2026, the Hong Kong government changed the implementing rules relating to the National Security Law. It is now a criminal offense to refuse to give the Hong Kong police the passwords or decryption assistance to access all personal electronic devices including cellphones and laptops. This legal change applies to everyone, including U.S. citizens, in Hong Kong, arriving or just transiting Hong Kong International Airport. In addition, the Hong Kong government also has more authority to take and keep any personal devices, as evidence, that they claim are linked to national security offenses. Read more: hk.usconsulate.gov/security-alert…
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🚨#BREAKING: Starting April 20, 2026, the U.S. Army will raise the maximum enlistment age from 34 to 42 years old and remove the waiver requirement for individuals with a single prior conviction for marijuana possession.
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Iran has said it will not negotiate with Steve Witkoff and Jared Kushner, deeming them, as the UK did, as “foreign agents serving Israel”, instead demanding to negotiate with JD Vance.
The VP, who has positioned himself as against the Iran War but supportive of the President, now has the chance to negotiate an end to the Iran War.
The move would undoubtedly be good PR for Vance, who has been the subject of attacks from across the GOP, painting him as both too hawkish and too dovish. Through the negotiations, Vance gets a chance to cement himself as the “pro-peace” successor to President Trump, standing apart from the hawkish Rubio and Hegseth.
Follow: @AFpost
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@SayNoToTrading Man.. this evening walk is like 2/2 on seeing a company you mentioned the day before lol
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@griffonomics Do $CHE and focus on hospice reimbursement rates if (and if not) blue wave at mid-terms, also relative to historical valuation, ROIC, ROCE, etc.
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$FICO last Buybacks they bought at $1620, $1373 and $1528.....
Bourbon Capital@BourbonCap
$FICO Treasury stock They definitely like their own stock
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BREAKING: Iran’s Parliament Speaker just threatened every government in the world, sovereign fund, and institution on Earth that holds US Treasury bonds.
Mohammad Bagher Ghalibaf, the IRGC-aligned hardliner who is now the most visible wartime leader in Iran while Mojtaba Khamenei has not been seen for 24 days, posted on X: “Alongside military bases, those financial entities that finance the US military budget are legitimate targets. US treasury bonds are soaked in Iranians’ blood. Purchase them, and you purchase a strike on your HQ and assets. We monitor your portfolios. This is your final notice.”
Read that again. He did not threaten military bases. He threatened bond holders. He declared the financial infrastructure that funds the American war machine a legitimate military target. He claimed Iran is monitoring portfolios in real time. And he issued a “final notice” to every entity financing the Pentagon’s $200 billion supplemental request.
Japan holds $1.1 trillion in US Treasuries. China holds $770 billion. The United Kingdom holds $690 billion. Luxembourg, the Cayman Islands, Canada, Belgium, Ireland, Switzerland, and Taiwan are all in the top fifteen. Ghalibaf just told every one of them: your Treasury holdings make your headquarters a target.
This is not a bluff. It is not operational either. Iran cannot strike the Bank of Japan. Iran cannot hit the Cayman Islands. The threat is psywar, and the psywar is aimed at the one mechanism that matters: the next Treasury auction. If sovereign funds hesitate at the margin, yields rise. If yields rise, US borrowing costs increase. If borrowing costs increase, the $200 billion war supplemental becomes more expensive. The threat does not need to be executed. It needs to be believed by enough participants in a single bond auction to move the yield curve by a few basis points. A few basis points on $36 trillion in outstanding US debt is billions in additional annual interest.
This is the war’s third front. The first front is kinetic: missiles, drones, and 100-munition strikes on Tehran. The second front is energy: the Strait of Hormuz, the insurance market, the fertiliser blockade, the helium bottleneck. The third front is financial: Treasury bonds as a weapon, de-dollarisation as a strategy, and portfolio surveillance as a threat.
Iran has lost 70 percent of its ballistic launchers. It has lost its navy. Its air force is destroyed. Its supreme leader has not been seen. Its internet has been dark for 504 hours. And from inside that darkness, its parliament speaker just told the world that buying American debt makes you a combatant. The country being bombed into the Stone Age is threatening to destabilise the currency of the country doing the bombing. The weapon is not a missile. The weapon is a sentence on X that raises the risk premium on $36 trillion in sovereign debt.
The PBOC added gold for the 16th consecutive month. USD share of global reserves has fallen to 56.9 percent from 71 percent in 2000. Foreign ownership of US Treasuries has dropped to 30 percent from a 50 percent peak. The de-dollarisation was already underway. Ghalibaf just gave it a wartime accelerant.
Bonds as battlefield. Portfolios as targets. Yields as weapons. The war just went from the strait to the spreadsheet.
open.substack.com/pub/shanakaans…
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BREAKING: Apollo has capped redemptions from one of its largest private credit funds after today’s withdrawal requests exceeded 11% of outstanding shares.
Cracks in the private credit market seem to be spreading.
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