Ryan Rahinsky
@blueoutliercap
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USN veteran, tar heel, value investor, black-scholes exploiter. not investment advice
Tampa, FL
Joined September 2021
“I don’t know how he came out sane from this. It’s a miracle.” HORRIFIC: Avinatan Or’s father revealed new details about his captivity. - Avinatan was held in complete isolation, cut off from all other hostages. He had no books, no human contacts, nothing, for two years. - He
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Getting $FLR net of their $SMR stake for about $0 EV right now, after accounting for recent proceeds offset with NOLs. This for a company with its own tailwinds that's actively monetizing their stake and using proceeds for buybacks.
$FLR $605M in proceeds in less than 30 days and "intends to use a majority of the proceeds from this sale to enhance its ongoing share repurchase program."
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250 years ago, a Navy was born - forged in the fight for freedom, built to defend a nation, and ready to meet every challenge since. ⚓️ From wooden ships to nuclear carriers, from signal flags to satellites - the U.S. Navy stands ready on every horizon. @SECNAV @USNavyCNO
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Long overdue
The IDF says the Red Cross has notified the military that it has collected 13 hostages from Hamas in southern Gaza's Khan Younis a short while ago. The 13 have been named as Elkana Bohbot, Avinatan Or, Yosef-Haim Ohana, Evyatar David, Rom Braslavski, Segev Kalfon, Nimrod Cohen,
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Beware of the long-term outlooks: McKinsey has just released its “materials” (commodities) outlook. Last year, it projected coal demand by 2035 **down** 40%. Now, it projects coal demand by 2035 **up** 1%. How it started … … How’s going
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$FLR $605M in proceeds in less than 30 days and "intends to use a majority of the proceeds from this sale to enhance its ongoing share repurchase program."
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What a mess, and more proof that this merger should have never occurred. $CNR
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$FLR has now sold 14.1M shares of $SMR for proceeds of ~$560M in about 3 weeks. 900k shares more to sell in this 15M tranche, and then hopefully a new conversion and sell program is announced soon. ~111M more shares able to be converted and sold, although only expecting them to
$FLR was trading at an EV of $5.5B (excluding their Nuscale stake) at the end of 2023 when $SMR was trading around 3 dollars a share. SMR share price has more than 10xed since then with FLR's stake now worth ~$5B, yet FLR hasn't gotten any credit for this and is still at an EV of
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I made a website for my hedge fund. My motivation for running this website is to connect with up and coming, truly exceptional portfolio managers. Please visit for more details: https://t.co/tH5Bd5ezwW
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Throwback to 13 years ago before Humans of New York started platforming the Neturei Karta.
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Today is National Law Enforcement Suicide Awareness Day. Tragically, suicide continues to claim more law enforcement lives than line-of-duty incidents. It's so important that we acknowledge the immense emotional and psychological toll faced by those who stand on that thin line
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They're selling. Recent Form 144 for the 15M shares said 'The shares represented by this filing are expected to be sold from time-to-time in multiple transactions within 3 months of this filing.' Hell of a cash influx before year end. $FLR $SMR
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@Magik_Beans_ The Rhode acquisition will in time turn out to be a huge error. A classic case of hype and hubris coming together to destroy shareholder value.
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This week on @opmpod I hosted @orrdavid to discuss his hedge fund Militia Capital. David does not mince words and as a result we get into far too many topics to list them all here. Apple https://t.co/oKJg4v1wGp Spotify https://t.co/8hfUM4h2rs YouTube https://t.co/CTomwy8uQQ
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$FLR was trading at an EV of $5.5B (excluding their Nuscale stake) at the end of 2023 when $SMR was trading around 3 dollars a share. SMR share price has more than 10xed since then with FLR's stake now worth ~$5B, yet FLR hasn't gotten any credit for this and is still at an EV of
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In a statement, the IDF and Shin Bet announce targeting Hamas's leadership in Qatar in a strike carried out by the Israeli Air Force.
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I'm leaving in a few days for a long overdue trip back to Israel for a couple of weeks. This is mostly a family trip, but if anyone wants to connect over a coffee or beer in Herzliya, feel free to reach out.
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This is what the WH is posting, and you're not long $GEO?
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Happy Rhode initial retail store launch day to those who celebrate. Debuting in Sephora in the U.S. and Canada today. $ELF
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