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@TheBenSchmark
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Forbes 46 Under 46. Puns are the last remaining alpha. Personal account. Not investment advice. Assume position held.
Joined October 2013
A high ROE DuPont breakup would be composed of one entity with high margins, one entity with good asset turns and one stuffed with all the leverage. Some call this $DD.
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Interesting new shareholder base in Glencore-limited float Century Aluminum $CENX. Unclear who’s in it for the 45X credits and aluminum tariffs, and who’s in it for the Datacenter AI power deal
Century Aluminum $CENX benefiting from tariffs but might be the most sleeper AI/DC power conversion play. Wolfe removes their 500 MW power asset from the valuation entirely and still gets $28/share. Despite an asset worth $4-49 per share.
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This could be a ketchup trade, but heinzsight is 57-57
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Unusual, perhaps. But extremely?. (This is from 2003 ⬇️)
Commentary: It is extremely unusual for Berkshire to retain investment bankers to provide investment advice relating to a merger. Warren Buffett has always done his own analysis. The report by Reuters that Berkshire has retained Goldman Sachs on behalf of its Burlington Northern.
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Some don’t like pesticides, but it’s the lesser of the two weevils.
The boll weevil’s century-long assault cost U.S. cotton growers more than $23 billion. Thanks to decades of research, area-wide control and farmer perseverance, this once unstoppable pest has been largely eradicated. #cotton #bollweevil
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Rash indeed.
BESSENT ON TARIFFS: WE'RE ABOUT TO ANNOUNCE A RASH OF TRADE DEALS IN COMING DAYS -FBN.
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Yes, demand data points continue to be weak for $COLD & $LINE, but just like in the alcohol names, not enough focus on the capacity and -new supply situation. A double-whammy that had Lineage pricing go negative…
DB sets a new $LINE for Lineage estimates. > Customer de-stocking.> Pricing pressure in both segments.> negative impact of tariffs.> reduced estimates.> potential further de-rating. Perhaps this will lead to “investor de-stocking” of $LINE & $COLD
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DeepMind will soon be able to show proof of this fundamental equation:. AI=Compute=Power=Gas = $EQT
Mizuho: $EQT still offers ~20% NAV upside and is one of the.go-to stocks for gas exposure.”. Fundamental upside, torque to gas, and deleveraging aside, EQT should get most of the “Gas E&P for datacenter” flows given liquidity and story.
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Century Aluminum $CENX benefiting from tariffs but might be the most sleeper AI/DC power conversion play. Wolfe removes their 500 MW power asset from the valuation entirely and still gets $28/share. Despite an asset worth $4-49 per share.
Wolfe acknowledges $CENX is “big winner” from aluminum tariffs. But the real reason (IMHO) to own the stock is even more Sec 45X annuities & 500MW power ($4-49/sh per Wolfe) that’s a perfect fit for “project Stargate”
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Looks like there’s a lot of OPEN interest.
Opendoor call volumes hit 1M before we even hit noon. 5th straight daily record for call volumes. More money changed hands trading $OPEN in the first two hours of today than any other session, including when it was a >$20B company.
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When your macro fund generates 1% net returns for investors from 2016 to 2024….
.@SecScottBessent: "What we need to do is examine the entire Federal Reserve institution and whether they have been successful. All of these Ph.D.s over there, I don't know what they do. This is like Universal Basic Income for academic economists."
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Busses be bussin.
Is air the safest way to travel? It depends on what that means. Airplanes are the safest way to cover a specific distance. They're pretty safe per hour, too. However, you are almost three times more likely to die when getting on a plane as when getting in a car.
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Regulators could railroad this deal, because that’s what they’re trained to do.
Union Pacific, Norfolk Southern in early talks to merge, sources say. Possible that talks fall apart — UP looking to tap DC advisors ahead of political engagement. $UNP $NSC .
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Is this cookie-jar accounting?.
@jonathanmaze @jonathanmaze the problem with our 2024 FDD is we reported the profits of THE median store, and not the median profits of ALL stores. Sorry to cause so much confusion. We updated the FDD in May because others were also confused, but just seeing this now. Below are the updated
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RT @TheBenSchmark: @NickatFP Sucrophobes and carbophobes obv. Very high overlap with value investors too.
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RT @TheBenSchmark: Jabroni Capital is evolving its investment philosophy to look for high quality companies that are three-week doubles.
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Chevron deference in action
Hess shareholders would prefer if Exxon showed some Chevron deference right now.
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