Gabriel (@babybaconfat) 's Twitter Profile
Gabriel

@babybaconfat

ID: 791162902585671681

calendar_today26-10-2016 06:21:49

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+20% AH on $NRDS. Impressive beat and raise. +246% increase in insurance revenues and mortgages are up +23% too. The restructuring and cost cutting in 2H24 seems to have worked. A year ago $NRDS was seen as an ad‑dependent credit‑card affiliate. Today, Insurance, Banking, and

+20% AH on $NRDS. Impressive beat and raise. +246% increase in insurance revenues and mortgages are up +23% too. The restructuring and cost cutting in 2H24 seems to have worked.

A year ago $NRDS was seen as an ad‑dependent credit‑card affiliate. Today, Insurance, Banking, and
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$CODI, a publicly traded PE-style roll-up behind brands like 5.11 Tactical, Lugano Diamonds, crashed ~60 % today. An internal probe found big accounting irregularities at Lugano, so $CODI said FY’24 financials can’t be trusted, will be restated, and its Q1’25 10-Q is delayed.

$CODI, a publicly traded PE-style roll-up behind brands like 5.11 Tactical, Lugano Diamonds, crashed ~60 % today. An internal probe found big accounting irregularities at Lugano, so $CODI said FY’24 financials can’t be trusted, will be restated, and its Q1’25 10-Q is delayed.
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$CRWV is the $MSTR of data center leasing. They borrow aggressively to fund capex ($7.5B) way beyond OCF ($2B). They secure their debt to the GPUs. Only difference is that GPUs have a useful life of 6 years and $BTC has a useful life of infinity. They are effectively betting

$CRWV is the $MSTR of data center leasing. They borrow aggressively to fund capex ($7.5B) way beyond OCF ($2B). They secure their debt to the GPUs. Only difference is that GPUs have a useful life of 6 years and $BTC has a useful life of infinity. 

They are effectively betting
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$ON jumps 8% after CEO speaks at BofA Global Technology Conference: "From a demand environment, we see signs of recovery. We noted recovery in the industrial market, our second largest market... we do expect Q2 to be the bottom even in automotive. We are expecting growth." Very

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Got some time to go over the $SKYH quarter and updated my 2027 rent model. Biggest changes (in yellow) are that management was able to add 2 new facilities, PWK and BFI. BFI is the most interesting add here as they were able to acquire it and assume a rental agreement for an

Got some time to go over the $SKYH quarter and updated my 2027 rent model. 

Biggest changes (in yellow) are that management was able to add 2 new facilities, PWK and BFI. BFI is the most interesting add here as they were able to acquire it and assume a rental agreement for an
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$WU 20% operating margin up from 16% last year and 19% last quarter. Executing on cost cuts, everything else in line. Good progression but we aren’t there quite yet

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I already told you $WU was launching a stablecoin. This has been in the cards since Q1, and just now the market is rewarding it… Remember, latin america rollout is happening THIS quarter. So not 2026, TODAY!

I already told you $WU was launching a stablecoin. This has been in the cards since Q1, and just now the market is rewarding it… 

Remember, latin america rollout is happening THIS quarter. So not 2026, TODAY!
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$EE developing iraq LNG terminal. While people are trying to play a squeeze on $NFE, $EE will be the greatest beneficiary of $NFE bankruptcy. All of $EE contracts are with governments that have never missed a payment. This should trade at a premium to $LNG but it doesn’t.