Dougie Kass (@dougkass) 's Twitter Profile
Dougie Kass

@dougkass

Seabreeze Capital Partners LP
seabreezepartnerslp.com

ID: 19988458

calendar_today03-02-2009 17:50:13

112,112K Tweet

130,130K Followers

4,4K Following

Cheryl E 🇮🇱🇮🇱🇮🇱🎗️ (@cherylwroteit) 's Twitter Profile Photo

I’m a Jew, a proud Jew. I have a Jewish husband. Jewish kids. The rest of my family were Jews murdered by Islamists in almost the same way as the Islamists murdered 1200 innocent people on Oct 7. Jews are raised to think about all the ways they can help all of humanity live

Dave Portnoy (@stoolpresidente) 's Twitter Profile Photo

One thing that I think would keep me up at night if I was a Knicks fan is thinking what woulda happened if that Haliburton shot at the buzzer in game 1 didn’t bounce 100 feet off the back iron straight up into the air and drop back into the hoop. It’s like God hates the Knicks

Dougie Kass (@dougkass) 's Twitter Profile Photo

"Monday mornin' feels so bad Everybody seems to nag me Comin' Tuesday I feel better Even my old man looks good Wednesday just don't go Thursday goes too slow I've got Friday on my mind" - Easybeats, 'Friday on my Mind' @dougkass tom keene Bloomberg @guyadami Lisa Abramowicz

Dougie Kass (@dougkass) 's Twitter Profile Photo

"Well the first days are the hardest days, don't you worry any more 'Cause when life looks like easy street, there is danger at your door Think this through with me, let me know your mind Wo-oh, what I want to know is, are you kind?" - Grateful Dead, Uncle John's Band Welcome to

Dougie Kass (@dougkass) 's Twitter Profile Photo

Coming up on TheStreet Pro The Risks That AI Could Adversely Impact The Jobs Market (And the U.S. Economy) Are Being Underpriced * The herd believes that AI will produce productivity gains and (corporate profit) margin improvement  - justifying 22x forward price earnings

Seabreeze Partners (@seabreezelp) 's Twitter Profile Photo

Recession-proof economy does not equal a crisis-proof economy. What traders are doing with economic data these days. Read "Have Both Economic Cycles and Sentiment Surveys Become Less Relevant?" on the blog tab of seabreezepartnerslp.com Dougie Kass

Dougie Kass (@dougkass) 's Twitter Profile Photo

It is funny how every guest and panelist on Fin TV sold when stocks got rich in mid - January and bought when stocks got cheap in early May. How did us mortals become so stupid? Ummm... stupid about believing the talking heads! Cue Harold Arlen's song, Accentuate the Positives

Michael Feinsod (@mrfeinsod) 's Twitter Profile Photo

The $MSOS ETF, like early DSL companies in the broadband sector, represents an initial, flawed attempt to capitalize on the cannabis industry. Its portfolio of Multi-State Operators (MSOs) is burdened by $472 million in implied debt against $322 million in market cap assets,

Dougie Kass (@dougkass) 's Twitter Profile Photo

I agree with your post 110%. $MSOS has been the tail that wags the cannabis dog (a liquid ETF supported by illiquid cannabis company shares) and has, arguably, been poorly managed. As an example, its charter allowed a large cash reserve (but the managers, despite the recent

Michael Feinsod (@mrfeinsod) 's Twitter Profile Photo

Dougie Kass Given $MSOS continues to own over 20% of the DTC float of each major position it will be the center of industry stock volatility for a while.

Seabreeze Partners (@seabreezelp) 's Twitter Profile Photo

Note to Anthropic CEO who said AI can wipe out half of all entry-level-white-collar jobs: Economic growth is dependent on jobs. Read "Risks AI Poses to Job Market (And U.S. Economy) Are Underpriced" on the blog tab of seabreezepartnerslp.com Dougie Kass

Dougie Kass (@dougkass) 's Twitter Profile Photo

I am so old that I remember when the insiders at $AYRWF Ayr Wellness were buying aggressively - as was the company undertaking buy backs (at very inflated prices). Last sale $0.10 Anthony Varrell @dougkass

Dougie Kass (@dougkass) 's Twitter Profile Photo

There will be no receivership at $AYRWF unless the company fails to negotiate a debt restructuring involving a large equity issuance to the lenders). I don't think the lenders want the asset so I expect an agreement. Bu the dilution will be painful. $AYRWF shares will likely be