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5K posts

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@nbeachny

Katılım Mayıs 2009
417 Takip Edilen194 Takipçiler
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EF@nbeachny·
@compound248 Have had these ads for awhile, even pre pc crisis.
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Compound248 💰
Compound248 💰@compound248·
Oh, Blue Owl, no. Say it ain’t so. They must be down so bad. $OWL
Compound248 💰 tweet media
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EF@nbeachny·
@chamath Please don’t vouch for him, you’ll hurt his candidacy
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Chamath Palihapitiya
The Democratic establishment probably hates Matt Mahan: 1) he’s a competent mayor 2) he’s against waste and fraud 3) he is against asset taxes 4) he actually reduced homelessness vs fund the grift machine 5) they don’t have kompromat on him like they did Swalwell He and Steve Hilton are the two most competent people left in the Governors race.
Mayor Matt Mahan@MattMahanSJ

For me, this is simple: everyone deserves quality, affordable health care. And we can cut the fraud and hold the bad actors accountable to pay for it.

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EF@nbeachny·
@moseskagan Maybe the recent news will convince more folks to vote for a sane person
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EF@nbeachny·
@Mr_Neutral_Man Perhaps true, but interestingly $alex dipped quite a bit before a deal was announced
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Mr Neutral Man aka "Howard Marks of REITs”
Just a hunch, the way that $CSR bounced $6-7 recently post cease fire makes me think some sort of deal or major asset sale is imminent. I’ve noticed this with $VRE and $WSR recently. I think there are some bankers, lawyers, consultants trading on it likely. Again, nothing concrete. Just a hunch. Too positive on no news.
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Mr Neutral Man aka "Howard Marks of REITs”
Someone called me a truffle pig yesterday for REIT buyouts following the $WSR buyout Never thought I would feel proud to be called a pig $ROIC $ALEX $WSR for grocery anchor shopping centers $DRR.U $VRE for MF and $CSR in the process $NSA for SS (small operations position)
Mr Neutral Man aka "Howard Marks of REITs” tweet media
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EF@nbeachny·
@conorsen I absolutely hate what is happening to the Masters. They really amped up the celebrity/commercialization nob this year. I might be getting older, but don’t recall this much change.
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Graeme McDowell
Graeme McDowell@Graeme_McDowell·
Love the way @ChrisGotterup plays the game. Lots of shaft lean, super trappy. Kinda like he grew up in Scotland or Ireland in the wind. In a world full of high launch it’s kind of refreshing.
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Matthew Belloni
Matthew Belloni@MattBelloni·
DEVIL WEARS PRADA 2 came on tracking today at $66 million opening, per NRG. First DEVIL opened to $27.5 million in 2006, or $44 million in today's dollars. Good news for @Lucas_Shaw, though MICHAEL (on Team Belloni) is also surging, now up to $61 million opening, per NRG.
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Turner du Bois
Turner du Bois@Papote_T·
@FreightAlley My bet is he uses it to leverage more concessions on Greenland and maybe guarantees that Europe will buy our oil going forward.
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EF@nbeachny·
@RealAssetsValue Yep, plus they have a little developable land that warrants value and impacts implied cap rate slightly ($10-20M)
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Real Assets Value
Real Assets Value@RealAssetsValue·
@nbeachny Could be - they did $107m of cash NOI in 2025, some acq / disp moving pieces and SS NOI growth... I ballparked $110m cash NOI based on their 2026 core FFO guidance and thought $110m - $112.5m is a decent range to work off.
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Real Assets Value
Real Assets Value@RealAssetsValue·
And just like that, $ARES the winning bidder for $WSR at $19 / share. I see deal implying a ~6.75% cap rate and ~$340 PSF. Right between my mid / high super scientific NAV estimates.
Real Assets Value tweet mediaReal Assets Value tweet media
Mr Neutral Man aka "Howard Marks of REITs”@Mr_Neutral_Man

6 month chart on $WSR kind of insane and currently $16.88 This is what investing in REITs look like. 1) Start buying at $13s and look like an idiot for 1 yr 2) Add after meeting mgt at $12s 3) Trim for risk mgt at low $15 4) Double size on strat alt at high $15 @EllliotttB makes fun of REITs the whole time for 2 years

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EF@nbeachny·
@401Casey Hopefully it grows a bit and bails out pc!
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EF@nbeachny·
@arpitrage What is payroll hedging?
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EB (Derogatory, Respectfully)
can Trump bomb some of the Midwest markets I’m invested in next?
Iran Nuances@IranNuances

#Iran’s SNSC says US accepted Tehran’s 10-point plan which included following terms: non-aggression, Iran controls Strait of Hormuz, nuclear enrichment, lifting all primary & secondary sanctions & UNSC/IAEA resolutions, reparations, US troop withdrawal & ending war on all fronts.

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EF@nbeachny·
@jamesonhaslam Probably not that much cash flow though!!
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