Cal Leveen
@CalgaryLeveen
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Reader of docs. Owner of stocks.
Brooklyn, NY
Joined March 2013
Post-Reorg situation update. The Ferrellgas B units $FGPRB are being redeemed for cash and stock. By the end of March we will have just one class of partnership unit: $FGPR Fixed balance sheet loading... https://t.co/bSNsNwXRiK
Spotted in the wild. Blue Rhino looks good in Maine. Imagine how good it will look on the NYSE. I own $FGPR because I expect a 2H25 refinancing and a 2026 up-list.
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$NN NextNav CEO Applauds FCC Progress towards PNT Rulemaking https://t.co/lfErrPyuBI
nextnav.com
NextNav CEO Applauds FCC Progress towards PNT Rulemaking
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@CalgaryLeveen @sScCrRaAbBLLeE @RealRayRivers $NN I think the point Cal makes here is critical. The investment looks to be largely de-risked with this news. Very important milestone towards the process of getting a rule and order. Critically good news.
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Guy who thinks the most interesting thing about the Epstein scandals is Leon Black's cool estate planning tricks
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What number is Dara from Uber in the Iranian succession line?
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When Israel isn't the only target, suddenly no one's insisting on 'proportionality.' When it's their own population, as Starmer shows, the goal must be to 'stop the threat' and 'destroy the missiles.' Welcome to reality, gentlemen.
commentary.org
Israel’s retaliatory attacks on Iran in October 2024 were carefully designed to avoid hitting Iran’s nuclear program or destroying its energy infrastructure. They did, however, prove to Tehra...
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Not sure how the futures market is going to be able to price all of this in on Sunday night if we don't know the outcome of the EU Security College meeting until Monday
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If this works out it would be such a humiliation for the foreign policy establishment. Decades of clever schemes and gameplay and all this time you could just kick the door down, kill the leader, and warn the next guy that if he doesn't behave he knows what'll happen.
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Is it just me or does betting your life savings (380k) to make 128k against Elon musk seem like horrible risk reward?
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It’s so secret, in fact, they keep it on display in a building open to the public.
@amazingmap Yale secretly owns a massive collection of stolen medieval manuscripts and even a full Gutenberg Bible. In the 1930s a sneaky book thief sold them to Yale for cheap, and the university quietly kept them for decades before the truth came out. They still hold some of the rarest
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After putting the baby to bed, my wife couldn’t find her phone.
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I was once interviewed for a job by the late Sir Evelyn. He did not want to talk about business. He wanted to talk about dark chocolate and elephants. King Charles is likely bored to death in this photo.
A classic photo of Sir Evelyn de Rothschild making sure King Charles (then Prince Charles) knows who really runs the show. You can't just jab your finger at a British Royal like that. Unless you are above them.
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IYKYK
New write up. Probably one of my favorite situations out there currently. Undervalued. Royalty company turnaround by an activist firm. Old board out, complete governance change, net revenue interest on a premium asset and a 100% offtake agreement. I am long.
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Me and the homies doing arithmetic on stocks that would make you feel ill
After CAD was invented all these guys had to be humanely euthanized. Sad but true.
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