Porter Collins
@Seawolfcap
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Co-Founder of Seawolf Capital. Value investor, short seller and 2 time Olympian. Always looking for the next Big Short.
Joined April 2012
RT @daniel_knauf: @LHSummers @ThisWeekABC You’re joking, right? It’s not just about “this number.” It’s all the numbers. @zerohedge has bee….
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RT @gabcasla: $GLNG: Troim criticizes the low share price in Norwegian press, claiming its value is much higher and threatening a managemen….
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It's been messy journey since we bought $FTAI post the short report in January and pitched it on CNBC, but it shows that over the longer run the market is still in fact a weighing machine. The earnings, cash flows and a much better entry point thanks to the shorts won out.
$FTAI .-2Q revenues 676mm vs 545mm consensus.-EPS $1.58 vs $1.34 Consensus.-1H Modules 322. 2Q up 33% vs 1Q 25.-2H Module guide now 428. up another 33% from 1H25.-FY25 Free Cash Flow target now $750mm from 650.-Aero prod EBITDA 2Q $165mm. 26% Q/Q.-Leasing EBITDA 2Q.
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Just wait until Powell cuts rates.
GOLDMAN SACHS: SPECULATIVE TRADING HITS RECORD HIGH. Goldman Sachs reports its Speculative Trading Indicator is at its highest level since the dot-com and pandemic bubbles, driven by heavy trading in unprofitable, penny, and high EV/sales stocks. Trading volumes are high in "Mag.
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Just like the $TSLA fundamentals right now. Totally broken. Good thing it’s no longer a car company but a memecoin.
$TSLA optimus froze and couldn't serve popcorn at Tesla diner. 🍿 too many people using starlink wifi network . 🍿 teleoperator couldn't connect to optimus
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Among the many data points of improving US/China relations. See the DD news yesterday. We have been adding to names.
LUTNICK: TRUMP HAS DECIDED CHINA CAN BUY H20 IN A BALANCED WAY.
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Grift, crypto and guns. Interesting times we live in.
Big news for freedom lovers and the future of finance: @grabagun will SOON accept crypto—because your 2A rights shouldn’t depend on woke banks or anti-gun payment processors. Aligning our values with the assets that stand for freedom. DeFi meets the right to bear arms. Let’s GO!.
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US Steel closed their plant in Youngstown OH in the 70's which started Rust Belt era. Seems like this area could be another epicenter of future job losses. Let's hope not.
See you soon, Pittsburgh!. ‘Trump to Tout Billions in Investments to Create AI Hub in Pennsylvania - WSJ’.
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Sometimes you need to buy them when they go on sale. @JackFarley96 $BABA.
$BABA. A test, hold and bounce on the 50 WMA now. US and China relations are clearly improving, as they did during Trumps first term. As we can see in 2017, when Trump came into office, this started the $BABA bull run from $87 to $318. History rhymes.
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Charles Ponzi would be very proud!.
SPACEX TO INVEST $2 BILLION INTO ELON MUSK’S XAI. The vibes here are getting very Sus. A ton of circular references lately.
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Hilarious, absolutely no fear in markets right now. Fundamentals are imploding but he’s BTFD.
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Rule number one of investing. Follow the money.
$GEO currently has a market cap of $3.5 billion. There are only two major private prison companies—$GEO and $CXW. The Big Beautiful Bill allocates $175 billion toward the deportation force, with $45 billion specifically earmarked for ICE detention centers.
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For those of you who listened to the @OnTheTapePod heard, the weak job market is the reason @VD718 and I think the Fed is cutting in the next few months. As for the speculative nature of this market, that is a different story.
Huge ADP miss… the trend is clear. *ADP PRIVATE PAYROLLS:.-33K vs 98K exp. First negative print since March 2023.
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RT @OnTheTapePod: What are we doing? Turning it up to 11!!!🎸. @dmoses34 hosts @VD718 & @Seawolfcap IRL on the latest pod🎙️. 🔋📈 Betting Big….
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Our only cannabis name, $GLASF house will go bananas if they end debanking for legal tax paying businesses.
TRUMP ADMINISTRATION CONSIDERS EXEC ORDER ON 'DEBANKING': WSJ.
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RT @TheDankInformer: 🚨BREAKING: Whistleblower of the recent DEA marijuana busts in California says some of the farms were owned by Chinese….
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This SPAC is going to be special. I’m so excited to see the grift.
Just spoke to @NYSE and I asked them to reserve two possible tickers. Please choose the one you would like.
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I completely agree with John here on the excessive government debts. I've been complaining about the deficits for quite some time now, but sadly I'm just another Cassandra preaching about it. Clearly politicians, voters and shareholders are enjoying the party for now. I've chosen.
The most vocal critics of the debt and deficit tend to be people who run successful trading businesses: Dalio, Griffin, Druckenmiller, Singer, Solomon, Gross, Dimon, Gundlach, etc. Here's my theory why. Every successful trading business is grounded in risk management.
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