Repentant Republican (@carswellwilliam) 's Twitter Profile
Repentant Republican

@carswellwilliam

Investor, historian, (financial and otherwise), dad, husband, lawyer, dog-owner. Some tweets are satire. No tweets are investment advice. ๐Ÿ‡ฎ๐Ÿ‡ฑ

ID: 1700426184

calendar_today25-08-2013 23:51:51

7,7K Tweet

511 Followers

1,1K Following

AltayCap (@altaycapital) 's Twitter Profile Photo

New writeup on the 'Stack. Adjusted net-net Art Vivant (TYO 7523) trades below failed MBO price. Activist (CEO of Buffalo, ticker 6676) shows up with 40% stake and aims to take control. 83% of float locked up by top 3 shareholders. Cheap stock with control fight below MBO price

New writeup on the 'Stack. Adjusted net-net Art Vivant (TYO 7523) trades below failed MBO price. Activist (CEO of Buffalo, ticker 6676) shows up with 40% stake and aims to take control. 83% of float locked up by top 3 shareholders. Cheap stock with control fight below MBO price
AnotherBioInvestor (@anotherbio) 's Twitter Profile Photo

Regarding the $RPTX CVR: Debiopharm presented initial clinical results yesterday, they themselves called them "groundbreaking" in their announcement. There are 257 million in total milestones in this agreement, with a 10/20/70 split for clinical, regulatory and commercial this

Regarding the $RPTX CVR: Debiopharm presented initial clinical results yesterday, they themselves called them "groundbreaking" in their announcement. 

There are 257 million in total milestones in this agreement, with a 10/20/70 split for clinical, regulatory and commercial this
AltayCap (@altaycapital) 's Twitter Profile Photo

David Orr Hankyu Hanshin is also a 13% shareholder of 9602, which owns Godzilla, but also has a big RE portfolio. Book value ยฅ189 billion their FMV disclosure says ยฅ664 billion. It's basically a pile of real estate + profitable anime + film distribution biz. But massively net cash. besides

krus๐Ÿช– (@krus_chiki) 's Twitter Profile Photo

do u think mongolia has its own versions of libtards that say stuff like โ€œgenghis khan had a problematic legacy and itโ€™s time to dismantle his colonialist legacy by removing his statuesโ€ or something like that

Kane ่ฌๅ‡ฑๅ ฏ (@kane) 's Twitter Profile Photo

For the millionth time San Francisco county budget is $16B for <900k people. We are better funded than Copenhagen. If you halved SF budget weโ€™d still be almost 200% per capita budget of Denver county. Services are bad bc of corruption and incompetence. There is no austerity.

Oilfield Rando (@oilfield_rando) 's Twitter Profile Photo

Are you telling me a businessman borrowed against his assets to grow his business? What kind of lunatic does that when he could just go start a fake daycare and get free Medicaid money?

Derek Hunter (@derekahunter) 's Twitter Profile Photo

Remember when the The New York Times sold its building in midtown, then rented it back in order to get a bunch of operating cash? Apparently the The New York Times does not remember that, but then no one there really follows the news. Elon Musk

Sunny (@sunnyright) 's Twitter Profile Photo

If this string of assassination attempts had involved a Democratic president instead, weโ€™d have a prolonged national conversation about the scourge of right-wing violence and every Republican would be made to condemn their own sideโ€™s heated rhetoric. So why is this different?

Richard Hanania (@richardhanania) 's Twitter Profile Photo

So strange from a historical perspective to think of Poland as a higher income country than the UK. The home of Adam Smith and David Hume decided it wanted a high-tax welfare state. Look where they are now.

CTC (@cachethatcheque) 's Twitter Profile Photo

Donโ€™t own this one but interesting thing about Toho and many other Japanese companies is that they have huge real estate and land portfolios on their books that are often always undervalued

CTC (@cachethatcheque) 's Twitter Profile Photo

Mitsubishi Estate, Sumitomo Realty and Mitsui Fudosan are top class in Japan in real estate assets, with over 3 trillion yen each in unrealized real estate gains. All three companies are trading below their book value when the true value of their real estate holdings are included

Mitsubishi Estate, Sumitomo Realty and Mitsui Fudosan are top class in Japan in real estate assets, with over 3 trillion yen each in unrealized real estate gains. All three companies are trading below their book value when the true value of their real estate holdings are included