Beeli Capital (@beelicapital) 's Twitter Profile
Beeli Capital

@beelicapital

Analyst seeking to analyze the world. Target signal/noise greater than 1.

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ID: 1455640832216756226

linkhttps://beelicapital.substack.com/ calendar_today02-11-2021 21:00:06

183 Tweet

35 Followers

72 Following

Beeli Capital (@beelicapital) 's Twitter Profile Photo

If you short something that has a low to negative cost of carry over time, it can be a pretty good short! That's why the average rebate is not GC. If you were only buying insurance, then I agree you'd probably want more correlation. x.com/orrdavid/statu…

Beeli Capital (@beelicapital) 's Twitter Profile Photo

Float is extremely small here (probably ~5M shares) so be careful. In my opinion, $NBY is one of the most overvalued securities I've seen in quite a while.

Beeli Capital (@beelicapital) 's Twitter Profile Photo

As I mentioned, DTR could get a max of 31.5% of BKKT. Surprise! Max dilution for $BKKT shareholders, but no worries, "The transaction was ... approved by an independent special committee ... following a comprehensive review process to ensure robust governance ..."

Beeli Capital (@beelicapital) 's Twitter Profile Photo

PSA: EOSE has the most "stealth" dilution I've ever seen on a $1B+ market cap. Yahoo Finance & BBG have it at $5.4B but the FDSO market cap is $10B! I'd avoid EOSE. Disclosure, no position at the moment but that will likely change.

PSA: EOSE has the most "stealth" dilution I've ever seen on a $1B+ market cap. Yahoo Finance & BBG have it at $5.4B but the FDSO market cap is $10B! I'd avoid EOSE. Disclosure, no position at the moment but that will likely change.
Beeli Capital (@beelicapital) 's Twitter Profile Photo

Anyone know a decent way to short WLFI (World Liberty Financial Token)? Extra points if there's a way to do that through tradfi, very worried about counter-party risk still in any crypto platform that allows shorting $WLFI.

Mark Cecchini, CFP® (@markcecchini) 's Twitter Profile Photo

COMMANDER: Alright men, gather round. Your investment account 1099s are ready for tax filing. TROOP 1: Duly noted, sir. Let it be written! COMMANDER: It says here you received interest, well done. TROOP 1: So it shall be. COMMANDER: That's reported on a 1099-INT. TROOP 1:

COMMANDER: Alright men, gather round. Your investment account 1099s are ready for tax filing.

TROOP 1: Duly noted, sir. Let it be written!

COMMANDER: It says here you received interest, well done.

TROOP 1: So it shall be.

COMMANDER: That's reported on a 1099-INT.

TROOP 1:
Beeli Capital (@beelicapital) 's Twitter Profile Photo

Net Income negative every year. Negative FCF to shareholders after SBC. I don't believe any claim of profitability for $SNAP. x.com/GornesJ/status…

Beeli Capital (@beelicapital) 's Twitter Profile Photo

With Nintendo down 45% from its all-time highs, I take a look to see if it’s worth buying. beelicapital.substack.com/p/nintendo-man…

Beeli Capital (@beelicapital) 's Twitter Profile Photo

Gravity (GRVY) – the Korean video game developer with $400M cash, ~1.3x EV/EBIT, and an activist campaign is secretly OP. beelicapital.substack.com/p/gravity-grvy…