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>2 years now. I miss him every day. Gone without warning but not without love. ❤️ nbhorwitz.medium.com/life-and-death…
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Nathaniel Brooks Horwitz
777 posts
Nathaniel Brooks Horwitz
@nbhorwitz
🇦🇺🇺🇸 CEO @HNTRBRKmedia & Hunterbrook Capital. News + disclosures at https://t.co/ep4xsCP4DD — No advice, positions may change. Exec Chair @ Mayday Health.
NYC Katılım Haziran 2016
1.3K Takip Edilen2.4K Takipçiler
Nice independent confirmation of the Citrini x Hunterbrook reporting on $HIMX
(Disclosure: Hunterbrook Capital is long, positions may change at any time, see website for full disclosures)
Zephyr@zephyr_z9
Liang Rong Chen confirming our patent analysis and interpretation with a Himax employee cwnewsroom.substack.com/p/inside-the-t…
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Nathaniel Brooks Horwitz retweetledi
Exclusive from @citrini x @hntrbrkmedia: A fishing vessel is ablaze in the Persian Gulf just off the Strait of Hormuz.
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Nathaniel Brooks Horwitz retweetledi
Gotta say: There is no replacement for sending someone on the ground somewhere. That is what the media is supposed to do.
Incredible vision from @citrini and fun to get it out there at @hntrbrkmedia.
Hunterbrook@hntrbrkmedia
Exclusive from @citrini x @hntrbrkmedia: A fishing vessel is ablaze in the Persian Gulf just off the Strait of Hormuz.
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Nathaniel Brooks Horwitz retweetledi
NEW: Lennar appears to have locked itself into paying billions in fees to Wall Street firms just to hold land it used to own.
Those fees are recorded as assets — not expenses — on Lennar's balance sheet.
But the bill is coming due. And it may rival $LEN’s profits.
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Nathaniel Brooks Horwitz retweetledi
Pussy Riot occupied the Manhattan offices of Ubiquiti Friday to protest the tech company’s "role in Russia’s military aggression against Ukraine" rollingstone.com/music/music-ne…
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Nathaniel Brooks Horwitz retweetledi
Ubiquiti founder/CEO Robert Pera; his Memphis Grizzlies; the NBA; and Adam Silver have (still) not said a single thing about this story: x.com/pablofindsout/…
𝖕𝖚𝖘𝖘𝖞 𝖗𝖎𝖔𝖙💦@pussyrrriot
Pussy Riot occupies headquarters of American tech company Ubiquiti which powers Russian war crimes Since the disabling of Starlink, Russian soldiers been panicking: “All we’ve got left now are radios, cables and pigeons.” But Ubiquiti’s hardware has emerged as the favorite replacement. We demand that Ubiquiti: - Obey U.S. sanctions - Acknowledge Russian military use - Work with Ukraine to stop it
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Nathaniel Brooks Horwitz retweetledi
So, @Ubiquiti responded to our action. A few hours after we showed up at their headquarters in Manhattan, @Square - Ubiquiti’s partner company - deactivated the account we use to sell T-shirts at our gigs.
Going after Russian feminist activists in exile, but not after Russian war criminals. Cringe.
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Nathaniel Brooks Horwitz retweetledi
Акция Pussy Riot у офиса американской технологической компании Ubiquiti, оборудование которой используется армией России для совершения военных преступлений
После отключения Starlink российские военные паниковали: «У нас остались только рации, кабели и голуби»
Но интернет-мосты Ubiquiti стали надежным костылем.
Мы требуем от Ubiquiti:
— соблюдать санкции США
— признать использование их технологий российскими военными
— сотрудничать с Украиной, чтобы это остановить
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Nathaniel Brooks Horwitz retweetledi
Breaking: ballistic missile launched from Yemen towards southern Israel, intercepted in flight.
The Houthis throw their hat into the ongoing Iran War.
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$HIMX 👀 confirmatory update
(Hunterbrook Capital is long $HIMX, please see website for full disclosures)
Hunterbrook@hntrbrkmedia
BREAKING: Himax employee deletes pictures from Apple Park on LinkedIn, edits post naming “Apple” to “Partner.”
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Nathaniel Brooks Horwitz retweetledi
NEW from Hunterbrook Media x @Citrini7: the sleepy Taiwanese semiconductor company Himax appears to be manufacturing critical photonics components for NVIDIA's next-gen co-packaged optics platform. Also: Apple?
Full article — and video game! — on $HIMX:
GIF
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& shout-out to @Stockjabber @BearCaveEmail who warned of $HTGC in 2023.
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$HTGC strong, timely reporting by @HNTRBRKmedia on Hercules Capital and the private credit/BDC landscape. (see disclosures)
jim impoco@jimpoco
Is Hercules Capital hiding its software exposure? @HunterbrookMedia analyzed every loan in $HTGC’s annual report and found a pattern: companies that call themselves 'software' are being filed under different categories.
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Nathaniel Brooks Horwitz retweetledi
To be earnest: I really hope people read this story — and the sober legal analysis in it — with an open mind. Our reporting has been right on Sable for a year and half. And a new generation of people hearing the $SOC pitch should know what the company is actually up against.
Hunterbrook@hntrbrkmedia
NEW: Sable is still a pipe dream despite Trump hail mary. @hntrbrkmedia investigation + *comprehensive* legal analysis by recent federal court clerk reveals Sable Offshore ($SOC) faces 7 barriers to restart as it runs out of cash. It’s a complicated situation. Here is what’s actually going on:
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Nathaniel Brooks Horwitz retweetledi
Nathaniel Brooks Horwitz retweetledi
NEW INVESTIGATION: Hercules Capital is the most software-exposed private lender of any meaningful size in America.
35% of the value of its loan portfolio — $1.5 billion, 70 cents for every dollar of NAV — is software.
$HTGC also trades at the richest valuation in its class.
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Nathaniel Brooks Horwitz retweetledi
Mat Ishbia hung up today's $UWMC earnings call without taking questions.
Throwback to the first ever @hntrbrkmedia investigation: hntrbrk.com/uwm/
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A quick new read from @HNTRBRKmedia once your power is back on after the bomb cyclone. $GNRC
Hunterbrook@hntrbrkmedia
We dug into the permits for OpenAI's Stargate data center in Abilene, Texas. Buried on pages 42 and 43: 28 emergency backup generators powered by Baudouin — a French engine brand almost no one sells in America. Except Generac.
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Nathaniel Brooks Horwitz retweetledi
A $3.8B Thai petrochemical giant, Indorama Ventures, pledged to be a responsible neighbor after buying a major southeast Texas plant.
Documents obtained by @hntrbrkmedia show the company exposed thousands to carcinogens, violated permits, and hid toxic leaks from regulators.
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