High up the capital stack
Joined May 2019
- Tweets4.8K
- Following0
- Followers2.8K
- Likes1.1K
Cost of Equity Capital retweeted
So where are the best chicken sandwiches in the U.S.? Here is a sample of some of the best in the West (and the North, South and East) 🐔 thedailymeal.com/eat/best-ch…
Cost of Equity Capital retweeted
To get an idea of a ponzi value in the market.
$OMP has one remaining distribution tomorrow of $.51 before it's forbearance agreement runs out with its bank lenders.
Investors paid $11.59 for an expected return of $.51.
-96% ROI.
Cost of Equity Capital retweeted
I was thinking NBLX might have been down because of something they said, then I remembered, there was no conference call...
Cost of Equity Capital retweeted
Zombie energy PE firms who definitely didn’t destroy billions in LP capital raising new “green energy transition” funds
Cost of Equity Capital retweeted
Best stock advice ever. Treat the stock market like monopoly and you can’t lose nitter.gq/dave_devilfish/status/…
Cost of Equity Capital retweeted
“People will go $100,000+ in debt for college but won’t invest $5,000 in a stock because it’s too ‘risky’. 🤷🏻♂️”
- @SJosephBurns
Cost of Equity Capital retweeted
3/ Below, in alphabetical order, are the top 25 accounts in the the bot's tweet-only training set (makes up about 80% by tweet volume), and the top 25 accounts in terms of overall data volume (tweets + replies).
Cost of Equity Capital retweeted
Talking to energy management teams actually makes you a worse investor.
Cost of Equity Capital retweeted
Friday's U.S. jobs report is a snapshot of an economy in distress not seen since the Great Depression. “It’s literally off the charts,” one economist said.
Here's a look at the data — which almost certainly understates the economic devastation. nyti.ms/2YKAS6p
Cost of Equity Capital retweeted
US O&G operating cost curves from Bloomberg:
- 64% of production volumes have operating cost of ~$6-12/boe
- Add'l $3 per barrel required to cover avg interest costs
- Profitability is $40 for many of the producers analyzed
- Assumes ~$15/boe for DD&A and ~$3/boe for G&A on avg
Cost of Equity Capital retweeted
Remember when $WPX anxiously avoided being bought out by another company and instead turned around and paid up for Felix from PE bros, guaranteeing a few more years of management comp?
Only 5 months ago. That turned out well.
Cost of Equity Capital retweeted
* BUFFETT WHEN ASKED IF HE STILL HAS CONFIDENCE IN $OXY INVESTMENT
* “YES VERY MUCH SO, HAVE YOU SEEN THE WELL-LEVEL IRR’S?” – at Houston, TX
Cost of Equity Capital retweeted
$OAS with the casual 8k saying they defaulted, got their borrowing base cut 70%, covies tightened to the nails, cash sweep installed, and OMP investment restricted
Barstool founder ranted Tues about having nightmares missing the 200% stock rally
What part of the cycle is this?
Cost of Equity Capital retweeted
Don’t forget that righteous twat that is Jim Ulm, CFO extraordinaire, couldn’t tell a 3-way from a collar if it kicked him in the nuts. He’s still holding out for 100$ oil.
Cost of Equity Capital retweeted
Dennis Rodman’s pre-motorcycle Miller Lite is a big time mood. #TheLastDance
Cost of Equity Capital retweeted
Nothin' like a Miller Lite roadie before you hop on your hog. Perfect mid-season conditioning.
#TheLastDance