Sam, 10 yrs+ investing in public and private equity, distressed and SS debt
Joined January 2023
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limpeh retweeted
$BAK $PBR | 🚨 #BREAKING | Alright folks, my fellow Braskem enthusiasts, Brazil lovers, and certified masochists.
As promised, I'm kicking off a new thread on the highlights I picked up from Braskem's Q1 earnings call.
Drop a like. Please. I'm begging you. And if you repost this, I will love you so much.
limpeh retweeted
We had a good thing, Britain.
A really good thing.
You taught us this game. Mahan studied you. We just wrote bigger checks.
The deal was simple. We spend the trillions. Fight the hard wars. We even let you sit out Vietnam. And you? You hold the chokepoints you already own. You run Lloyd’s. Ships in the narrows, insurance on the hulls.
That’s all you had to do and we would back your interests with the strongest military and financial markets in the world.
That was the deal.
Now look at you.
You gave up Aden. Fine. You kept Diego Garcia so we could reach it with bombers. Now you’re giving that away too. To a Chinese client state.
You built Israel to guard Suez. Now your Foreign Secretary threatens to arrest their PM.
You built a base nearby to back it up. Iran hit your base in Cyprus. You didn’t have one warship in the Mediterranean. Spain got there first. Spain.
You gave up Hong Kong but backed Taiwan. Now you’re letting China build the largest embassy in Europe on top of London’s fiber-optic cables. We gave you Five Eyes. You gave Beijing a SIGINT platform in the heart of the City.
Gibraltar. Three hundred years. Actual sieges. Now the Spanish run your border checks.
You lost South Africa but kept the Falklands so we can overfly the Magellan Strait. Argentina could probably take that with rowboats today.
Your king kept ownership of the Canadian, Australian and New Zealand navies to fill the gaps. Those navies are now a laughing stock.
Your warships and bombers patrolled the GIUK gap. Now you don’t have enough but you also don’t want us buying Greenland. Fine. You do it. With what?
We gave London the @IMOHQ to regulate shipping, you backed the EU agenda to carbon tax every ship to build woke UN slush fund.
Iran closed Hormuz. In the ‘80s, 540 ships got hit. Lloyd’s never blinked. Because your navy was there. Now Lloyd’s cancels. Because it isn’t.
You scrapped your only amphibious ships. Sold them. To Brazil. You have more admirals than warships.
You built two light carriers but they keep springing leaks and you don’t have enough escort ships to support them.
The English Channel. Stopped Napoleon. Stopped Hitler. Now you can’t stop rubber dinghies.
You had one job.
Have the warships, diplomatic backbone and insurance to support shipping through the straits.
That’s it. That’s all we asked.
And you blew it. Chokepoint by chokepoint. Called it progress.
Now hundreds of ships are stuck in the Persian Gulf and the world is blaming us.
But that’s ok. All those solar panels you bought from China will keep you warm in that dreary weather I guess.
limpeh retweeted
- "A quienes dicen que a Estados Unidos solamente le interesa el petróleo, a esas personas les pregunto: ¿Qué creen que querían los rusos y los chinos? ¿La receta de las arepas?"
JJAJAJAJAJJAJAJAJAJJAJAJAJJAJAJJ, se pasó.
limpeh retweeted
$ONDS
Finally pulled together all my DD on Ondas that I've accumulated since the start of the year.
All the details on $ONDS senior management, strategic partnerships, investments and customers all in one place.
RT's appreciated.
cc @CeoOndas @ive_m5 @bodoxstocks
limpeh retweeted
It takes a special kind of grifter to only show a 2.5% management fee on your product site but then slip in >700bps of fees on page 10 of the latest semi-annual report. @sohailprasad the @SECGov may be overlooking your fraud with $DXYZ, but I haven't forgotten.
limpeh retweeted
Robin Williams' daughter Zelda tells fans: “Please, just stop sending me AI videos of Dad.”
“If you’ve got any decency, just stop doing this to him and to me, to everyone even, full stop. It’s dumb, it’s a waste of time and energy, and believe me, it’s NOT what he’d want. To watch the legacies of real people be condensed down to ‘this vaguely looks and sounds like them so that’s enough’, just so other people can churn out horrible TikTok slop puppeteering them is maddening. You’re not making art, you’re making disgusting, over-processed hotdogs out of the lives of human beings, out of the history of art and music, and then shoving them down someone else’s throat hoping they’ll give you a little thumbs up and like it. Gross.”
"And for the love of EVERY THING, stop calling it ‘the future,’ AI is just badly recycling and regurgitating the past to be re-consumed. You are taking in the Human Centipede of content, and from the very very end of the line, all while the folks at the front laugh and laugh, consume and consume."
Read more here: variety.com/2025/film/news/r…
limpeh retweeted
Rick Rescorla was the director of security for Morgan Stanley. His preparation and relentless drilling of evacuation techniques (due to his strong suspicion that the WTC was a target for terrorism since 1988) resulted in nearly all of MS’ employees being successfully evacuated.
When AA11 struck WTC1, the port authority made announcements urging people to stay at their desks. Rick ignored the announcement, got on his bullhorn and began the process of evacuating MS’ 2700 employees. In a call to his best friend Dan Hill, he relayed,
“The dumb sons of bitches told me not to evacuate. They said it's just Building One. I told them I'm getting my people the fuck out of here."
During his tour of duty in Vietnam, Rescorla had boosted morale among his men by singing Cornish songs from his youth. He did the same in the stairwells of the world trade center, directing people down stairwells and away from elevators while singing:
“Men of Cornwall stand ye steady;
It cannot be ever said ye
for the battle were not ready;
Stand and never yield!”
Between songs, after successfully evacuating almost all of the 2700 employees, he called his wife Susan and told her,
“Stop crying. I have to get these people out safely. If something should happen to me, I want you to know I've never been happier. You made my life.”
Susan replied, "You made my life, too”.
Despite successfully evacuating everyone, Rescorla then went back into the building to continue getting everyone out. When the message came through on his walkie-talkie that he, too, had to evacuate he said, simply, “As soon as I make sure everyone else is out.”
Rick was last seen heading up the stairs of the South Tower on the 10th floor, shortly before the collapse. Just 13 of Morgan Stanley’s 2700 employees at WTC perished on 9/11 - Including Rick and his deputies Wesley Mercer, Jorge Velazquez and Godwin Forde who all went back into the building to help anyone who needed it.
We don’t all need to be heroes, defying death with Cornish battle songs and saving thousands of innocent people. But if we could all internalize just a small portion of the sense of duty, preparedness and selflessness that Rick possessed, the world would be a much better place. I share this story on each anniversary with the hopes it gets us just a little bit closer to that.
limpeh retweeted
$ENVX stay alert: short sellers are likely to seize on T J's warrant sale as a major attack point. But let’s set it straight—these are not the warrants issued last month. T J received them 4 years ago, and their sale now is entirely within reason. Don’t let the noise distract you
limpeh retweeted
As promised, here are the ideas from the thread with the question "What's your favorite non-US idea at the moment? + Explain why you like it."
Thanks to everyone who responded! 🙏
Would appreciate a RT/like if you found this helpful!
limpeh retweeted
Trump on Jerome Powell: “He’s a terrible Fed chair. I was surprised he was appointed.”
limpeh retweeted
by this point in pavarotti’s career he had probably sung this aria thousands of times, and still had this kind of passion - to the degree where at the end you can see him recognize he finally perfected it
lesson there
m.youtube.com/watch?v=8uqPnY…
limpeh retweeted
“It came down to one thing: The phones. The end…If you want to identify the main enemy of book culture, it’s smartphone culture…That’s where all the readers went. They’re scrolling and swiping, instead of turning pages.” honest-broker.com/p/where-di…
limpeh retweeted
Humacyte has just announced that Symvess™ has been awarded Electronic Catalog (ECAT) listing approval from the U.S. Defense Logistics Agency, which makes Symvess available to healthcare professionals at U.S. Department of Defense and U.S. Department of Veterans Affairs facilities.
For more details, please read the full press release here: investors.humacyte.com/news-…
#Humacyte #HealthcareInnovation #Bioengineering #Biotech
limpeh retweeted
“Private credit shops are determined to maintain their control over the business and fear that if JPMorgan is successful in creating a trading market, it could shatter the perception of price stability they've sold to investors.”
They said “perception.” Really.
#volatilitylaundering
limpeh retweeted
When women get a new boyfriend, they usually introduce him to their friends early on. Then later—maybe the next time they all hang out—they’ll ask, “What did you think of him?” and everyone gives their character evaluation.
Guys don’t often do that. At least not until they’re older. It’s usually not until your late 20s, once you’ve developed a bit more social awareness and perspective, that you realize: “Oh, maybe I should ask my friends what they think of her.” But when you're a teenager or in your early 20s, it doesn’t even cross your mind to ask for their opinion.
It’s wise to treat your friends as a resource when you’re dating. They often see things you can’t.