JabroniCoin.USD (@thebenschmark) 's Twitter Profile
JabroniCoin.USD

@thebenschmark

Forbes 46 Under 46. Puns are the last remaining alpha. Personal account. Not investment advice. Assume position held.

ID: 1927589978

calendar_today02-10-2013 17:25:09

20,20K Tweet

5,5K Followers

1,1K Following

JabroniCoin.USD (@thebenschmark) 's Twitter Profile Photo

Brad Jacobs had Paine Webber and Alex Brown. David Cote has Tom Knott, who effectively gets paid a percentage of future $CMPO EBITDA. Let’s see if they too can make a few billion dollars…

Brad Jacobs had Paine Webber and Alex Brown. David Cote has Tom Knott, who effectively gets paid a percentage of future $CMPO EBITDA.

Let’s see if they too can make a few billion dollars…
JabroniCoin.USD (@thebenschmark) 's Twitter Profile Photo

If the market starts to value cold storage $COLD & $LINE like the operationally intensive & capital intensive oversupplied low-moat businesses they are, on an EV to unlevered FCF basis (after all appropriate capex)… oof

JabroniCoin.USD (@thebenschmark) 's Twitter Profile Photo

Aluminum Midwest Premium keeps mooning, so $CENX numbers need to be taken up even more. It’s amazing that few know this is a the largest US producer of critical mineral aluminum 🇺🇸 Q4 numbers should be a monster and an AI datacenter leasing deal at Hawesville would be nice

Aluminum Midwest Premium keeps mooning, so $CENX numbers need to be taken up even more. It’s amazing that few know this is a the largest US producer of critical mineral aluminum 🇺🇸 

Q4 numbers should be a monster and an AI datacenter leasing deal at Hawesville would be nice
JabroniCoin.USD (@thebenschmark) 's Twitter Profile Photo

Add to the things you never thought you’d see: $CENX might be so delivered they could buy back shares! A true new world order #Aluminati

Add to the things you never thought you’d see: $CENX might be so delivered they could buy back shares!

A true new world order #Aluminati
JabroniCoin.USD (@thebenschmark) 's Twitter Profile Photo

I don’t know how much GLP-1 usage is hurting cold storage demand $COLD $LINE But what we do know: 1) there’s a secular increase in use, & will likely continue due to intent, access & availability 2) negative impact of frozen food spend on these 3) industry is oversupplied

I don’t know how much GLP-1 usage is hurting cold storage demand $COLD $LINE

But what we do know:

1) there’s a secular increase in use, & will likely continue due to intent, access & availability 

2) negative impact of frozen food spend on these

3) industry is oversupplied
JabroniCoin.USD (@thebenschmark) 's Twitter Profile Photo

Well, the $CMPO acquisition happened as did margin expansion, which JPM was skeptical of. I for one am looking forward to the full update from here, and whether it will still be an Underweight.

Well, the $CMPO acquisition happened as did margin expansion, which JPM was skeptical of.

I for one am looking forward to the full update from here, and whether it will still be an Underweight.
JabroniCoin.USD (@thebenschmark) 's Twitter Profile Photo

Former bulls RBC finally downgrade $COLD. Take down numbers for 2026 & 2027. They note leverage could go to mid 7s & company needs to be “more judicious with its capital”. Dividend cut?

Former bulls RBC finally downgrade $COLD. Take down numbers for 2026 & 2027.

They note leverage could go to mid 7s & company needs to be “more judicious with its capital”. Dividend cut?
JabroniCoin.USD (@thebenschmark) 's Twitter Profile Photo

There’s a constellation of issues to address because their star has departed. Don’t need a galaxy-brain to be nervous about their astronomical multiple after the stock mooned for years…

JabroniCoin.USD (@thebenschmark) 's Twitter Profile Photo

The fate that befalls jabronis who espouse stupidly self-fulfilling prophecies like “If you want a friend on Wall Street, get a dog”

The fate that befalls jabronis who espouse stupidly self-fulfilling prophecies like “If you want a friend on Wall Street, get a dog”
Joyce Carol Oates (@joycecaroloates) 's Twitter Profile Photo

So curious that such a wealthy man never posts anything that indicates that he enjoys or is even aware of what virtually everyone appreciates— scenes from nature, pet dog or cat, praise for a movie, music, a book (but doubt that he reads); pride in a friend’s or relative’s

JabroniCoin.USD (@thebenschmark) 's Twitter Profile Photo

You have to give Bill Ackman credit for his accountability here. I don't know any of the facts, but I have never before seen a billionaire activist man take responsibility as he does here. It reflects well on him and the possibility of a more favorable outcome for AI

BAT (@batmongoose) 's Twitter Profile Photo

Lots of confusion over which N.A. metal producers will be affected by SCOTUS ruling against IEEPA. Canada/U.S. metals tariffs are 232, not IEEPA. Century Aluminum $CENX - 232 beneficiary, will continue to benefit. Algoma Steel $ASTL - 232 loser, no relief incoming.

Lots of confusion over which N.A. metal producers will be affected by SCOTUS ruling against IEEPA.  Canada/U.S. metals tariffs are 232, not IEEPA.

Century Aluminum $CENX - 232 beneficiary, will continue to benefit.

Algoma Steel $ASTL - 232 loser, no relief incoming.
JabroniCoin.USD (@thebenschmark) 's Twitter Profile Photo

✅ Investindustrial to Acquire TreeHouse Foods $THS for $2.9 Billion ✅ $CMPO announces business combination with Husky Technologies in a $7.4B deal

Kerrisdale Capital (@kerrisdalecap) 's Twitter Profile Photo

We’re baaaaaack! $ACMR — we bought hand over fist after earnings and it’s now our third biggest holding after Buzzi and Aixa. We’ll write up an update and host a twitter spaces as soon as we can, this is still a multibagger. Chinese semicap localization is a massive theme and

JabroniCoin.USD (@thebenschmark) 's Twitter Profile Photo

UBS update on cold storage states “we think it should take at least 2 years to absorb the remaining supply” which is quite concerning for $COLD & $LINE However, they are still reliant on “square feet” estimates, which significantly *understate* the amount of oversupply 😬

UBS update on cold storage states “we think it should take at least 2 years to absorb the remaining supply” which is quite concerning for $COLD & $LINE

However, they are still reliant on “square feet” estimates, which significantly *understate* the amount of oversupply 😬
JabroniCoin.USD (@thebenschmark) 's Twitter Profile Photo

Aluminum vet (and former bear) Timna Tanners takes up PT on $CENX to $37 using just 6x 2026 numbers, and no credit for Hawesville 500 MW of power (getting increasing interest). While Midwest Premium continues to rise…

Aluminum vet (and former bear) Timna Tanners takes up PT on $CENX to $37 using just 6x 2026 numbers, and no credit for Hawesville 500 MW of power (getting increasing interest).

While Midwest Premium continues to rise…