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śũm33t řśb 🪔

@2006vtech

technology, news 🗞️

śũm33t řśb 🪔 已轉發

Nothing Lindsey Graham says will ever mean anything. The hypocrisy is breathtaking.


śũm33t řśb 🪔 已轉發

For my Chinese speaking followers, my latest column in @caixin is out now [CHINESE, PAYWALL]: opinion.caixin.com/2025-02-18/102…


śũm33t řśb 🪔 已轉發

$PRVB is an example is that not everything is technical, price action was pretty weak but fundamentally nothing changed for that company, Cash position was good, Trials were on track, lead drug approved with big market potential, partnership with big pharma etc $PRVB

I sold $PRVB awhile ago because it was doing nothing, ouch!



śũm33t řśb 🪔 已轉發

We added $CXW last week to the long side, big beneficiary of rolling off of Title 42


śũm33t řśb 🪔 已轉發

If $12/share “significantly undervalues” $PGRE, then why are they using shareholder capital to buy assets at $8.30/share? If they cant answer that question (hint: there is no good answer), then they shouldn’t be at the helm.


śũm33t řśb 🪔 已轉發

Have we learned nothing about “regime change?” My generation has seen enough of it.

President Biden recognizing that Putin cannot remain in power.. Thank you, Mr. President



śũm33t řśb 🪔 已轉發

Wednesday will mark a month since $PGRE's train wreck earnings call, and Friday will mark a month since it received an unsolicited bid @ $12/share. Fwiw, I think probability rising something gets done here, but idk, maybe an update? Something? While we're young...


śũm33t řśb 🪔 已轉發

Hey @PGRE, you guys ok over there? Everything good? It’s been a month basically since the offer…


śũm33t řśb 🪔 已轉發

I am guessing that $PGRE is engaging w/ Monarch in some form given the crickets / extended duration versus the last go-around with Bow Street


śũm33t řśb 🪔 已轉發

I have done my homework on the legal team representing the plaintiff in the $INVH case. My understanding is that the lead attorney “is one of the top legal minds in the country” with “a very high batting avg,” and “only takes credible cases he thinks will improve that average.”


śũm33t řśb 🪔 已轉發

I guess $PGRE forgot it has an offer on the table?


śũm33t řśb 🪔 已轉發

Been 8 days since $PGRE received its offer, still crickets. In the past imho selling small shares of buildings has functioned effectively as an entrenchment mechanism by increasing complexity.


śũm33t řśb 🪔 已轉發

On $RADI call, currently has pro forma ~$880 million of cash on the balance sheet and still targeting $400+ million of acquisitions this year. So they have about 2 years of capacity available.


śũm33t řśb 🪔 已轉發

The only Q that needs to be asked on this $PGRE call is "why are you guys buying assets right now?" You turned down a deal a year and a half ago, and didnt run a process, bc the stock was materially below "value" (the stock is currently trading at the low-end of that offer range)


śũm33t řśb 🪔 已轉發

I went back and listened to the $PGRE call again. someone please explain to me how rightfully preserving capital during covid and before refinancing 1301, then coming out of that and deploying towards ANY asset purchase is a sound capital allocation decision. It’s just not.


śũm33t řśb 🪔 已轉發

Monarch just bid $12 for best idea long $PGRE


śũm33t řśb 🪔 已轉發

From headline of the press release where $PGRE rejected a 9.50 to 10 offer: Proposal Significantly Undervalues Paramount, is Inadequate and Not in the Best Interest of Stockholders. So now at 9.50 a year and a half later you’re buying assets? Please explain…


“Buy fear, sell strength”

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śũm33t řśb 🪔 已轉發

$IMMX LOOKS like the squeeze might be happening into the close, I'll be watching Monday lol


United States 趨勢

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