@Gabe_Bernarde Gabe
Gabe posts on X about $vedl, $abr, $vedls, debt the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.
Engagements: [---] #
- [--] Week [---] -78%
- [--] Month [------] +102%
- [--] Months [-------] -52%
- [--] Year [-------] -86%
Mentions: [--] #
- [--] Week [--] -8.70%
- [--] Month [--] +71%
- [--] Months [---] -5.20%
- [--] Year [---] +55%
Followers: [-----] #
- [--] Week [-----] -0.03%
- [--] Month [-----] +0.33%
- [--] Months [-----] +0.62%
- [--] Year [-----] +1.40%
CreatorRank: [---------] #
Social Influence
Social category influence finance 14.04% cryptocurrencies 5.26% celebrities 3.51% countries 3.51% travel destinations 2.63% stocks 1.75% technology brands 1.75% la liga 0.88% musicians 0.88% premier league 0.88%
Social topic influence $vedl 27.19%, $abr 22.81%, $vedls 6.14%, debt 5.26%, $sbb #3, make a 2.63%, $sca #6, $home 1.75%, company 1.75%, $wdi #1
Top accounts mentioned or mentioned by @aimhonesty @scottph77711570 @prometheuscht @liambyrnemp @wirecard @ilijabatljan @plebcapital @viceroyresearch @h79sharesunder @paleologo @mercantio @686prism @byrne4hire @thejusticedept @gabebernarde @unemon1 @inteljakal @boglebuffetbits @breakoutpoint @leylakuni
Top assets mentioned Arbor Realty Trust, Inc. (ABR) Scallop (SCA) OtterHome (HOME) Minswap (MIN) ASE Technology Holding Co., Ltd. (ASX) Chain Talk Daily (CTD) Tesla, Inc. (TSLA)
Top Social Posts
Top posts by engagements in the last [--] hours
"Throwback $SCA (still wildly overvalued)"
X Link 2026-01-30T08:04Z [----] followers, [---] engagements
"Wonder what stocks they like googles Oh. $SCA $SBB"
X Link 2026-01-30T08:07Z [----] followers, [----] engagements
"New year new me. $HOME Go off @AIMhonesty. Job well done once again. Viceroy are proud of our work on $HOME #REIT. Without it these arrests would have never happened. Like many who dismiss our work the hammer always drops. Raids & six arrests as 300m bribery & fraud probe launched into social housing company. 1/2 https://t.co/B96QUKIr4x Viceroy are proud of our work on $HOME #REIT. Without it these arrests would have never happened. Like many who dismiss our work the hammer always drops. Raids & six arrests as 300m bribery & fraud probe launched into social housing company. 1/2"
X Link 2026-01-14T19:14Z [----] followers, [----] engagements
"Fraser has been raving about this author @liambyrnemp for months. Finally got him his book. It's shit. Picture taken in the same place @AIMhonesty was papped by P.I.s on behalf of actual Russian spy Jan Marsalek. $WDI #wirecard @Byrne4Hire $HOME"
X Link 2026-01-26T07:53Z [----] followers, [----] engagements
"Please fire whoever made this $HEXAB"
X Link 2026-01-30T08:18Z [----] followers, [----] engagements
"Just found out @AIMhonesty has been hoarding precious metals. How he's using them might be what's making him sick. $WDI @wirecard"
X Link 2026-01-30T09:44Z [----] followers, [----] engagements
"The @TheJusticeDept age verification system on the Epstein file search is probably very similar to Epstein's own age verification systems"
X Link 2026-02-02T13:11Z [----] followers, [----] engagements
"Does anyone else know that trick where you buy way too many bananas "by accident" and your wife makes banana bread I've done it [--] times this year already. This one feat. chocolate chips"
X Link 2026-02-04T21:45Z [----] followers, [----] engagements
"I can't believe @ilija_batljan did the meme. $EPIS $SBB"
X Link 2026-02-11T08:52Z [----] followers, [----] engagements
"He's right. I apologize. The most absurd thing about Ilija's wife becoming CFO of a biomed company buying property from SBB associates is that I tweeted about it. What a fool I am. @Gabe_Bernarde I don't bark against other people's wife you imbecile they have nothing to do with you. You're the biggest dog I have ever come across on a shortseller firm ever after seeing @unemon1 you two are huge barking dogs @Gabe_Bernarde I don't bark against other people's wife you imbecile they have nothing to do with you. You're the biggest dog I have ever come across on a shortseller firm ever after"
X Link 2026-02-11T14:01Z [----] followers, [----] engagements
"There's no way in hell that Villareal fumble wasn't fixed. No fucking way"
X Link 2026-01-28T20:29Z [----] followers, [---] engagements
"For my Aussie followers: Who is it that deployed the very succesful autonomous trucks to MinRes $MIN That's right $HEXA.B Congratulations to $HEXA.B holders once again. You own a 0-1.5% organic growth mature software & robotics rollup trading at 40x P/E It buys revenue runoff businesses at 2.5x sales and trades at 5x sales. It'll spin off software despite decades of building "synergies". 1/ Congratulations to $HEXA.B holders once again. You own a 0-1.5% organic growth mature software & robotics rollup trading at 40x P/E It buys revenue runoff businesses at 2.5x sales and trades at 5x sales."
X Link 2026-01-30T09:18Z [----] followers, [---] engagements
"@intel_jakal @AIMhonesty @wirecard"
X Link 2026-01-30T10:06Z [----] followers, [---] engagements
"Keir is so real for this. I will never walk away from the mandate I was given. I will never walk away from the people I'm fighting for. I will never walk away from the country I love. https://t.co/WTzwwnXRL9 I will never walk away from the mandate I was given. I will never walk away from the people I'm fighting for. I will never walk away from the country I love. https://t.co/WTzwwnXRL9"
X Link 2026-02-11T21:41Z [----] followers, [----] engagements
"@BogleBuffetBits @BreakoutPoint can I ask a favour Can you please put up our track record through the last bull market for our friend here"
X Link 2025-05-22T14:58Z [----] followers, [---] engagements
"Funny that Leon Cooperman gets out and suddenly this thing has no support. Heck of a guy. Can't believe he thinks this was being manipulated downwards this whole time. $ABR"
X Link 2025-05-22T15:08Z [----] followers, 11K engagements
"@LeylaKuni @junkbondinvest Or $ABR. You also borrowed money at variable rates in [----] to issue these mortgages"
X Link 2025-06-07T07:44Z [----] followers, [---] engagements
"@ParrotCapital Swedish Bagholder Brigadiers. Perfect"
X Link 2025-06-24T20:28Z [----] followers, [---] engagements
"@ilija_batljan @skargardsinvest @EkonomiGabriel Any offer below face value is tantamount to default in the eyes of every single credit agency on the planet. The market value is below face value because the market is pricing a default. $SBB Of course this is all the short sellers' fault"
X Link 2025-06-25T14:23Z [----] followers, [---] engagements
"I have had numerous people reach out to me in the last [--] hours about running for NYC mayor. This is not something I am interested in doing at this time but I am happy to help the right person win the race"
X Link 2025-06-26T16:29Z [----] followers, [----] engagements
"FIA call safety car for absolutely no reason to quash a 10+sec lead by Piastri. Then prnalise Oscar because Max can't keep his car on the track"
X Link 2025-07-06T15:02Z [----] followers, [----] engagements
"A long time in the making. Check out our new report on Vedanta Resources. $VEDL Vedanta Limited Resources Viceroy is short of Vedanta Resources (PropCo) the heavily indebted parent & majority owner of Vedanta Limited (NSE : VEDL). The group structure is financially unsustainable operationally compromised & resembles a Ponzi scheme. $VEDL 1/ https://t.co/U15v9tlnPm Vedanta Limited Resources Viceroy is short of Vedanta Resources (PropCo) the heavily indebted parent & majority owner of Vedanta Limited (NSE : VEDL). The group structure is financially unsustainable operationally compromised &"
X Link 2025-07-09T06:40Z [----] followers, [----] engagements
"They are launching a shareholder app"
X Link 2025-07-10T09:45Z [----] followers, [---] engagements
"Vedanta demerging the business that they spent decades putting together for synergies. Says this will unlock value. Ridiculous"
X Link 2025-07-10T09:45Z [----] followers, [---] engagements
"Q&A is more like a cult leader praise meeting so far. When a question comes up I will post"
X Link 2025-07-10T09:53Z [----] followers, [---] engagements
"@plebcapital https://x.com/Gabe_Bernarde/status/1943571349034733696 I need to be myself I cant be no-one else Im feeling supersonic give me gin and tonic You can have it all but how much do you want it https://t.co/lp3z0qTvEb https://x.com/Gabe_Bernarde/status/1943571349034733696 I need to be myself I cant be no-one else Im feeling supersonic give me gin and tonic You can have it all but how much do you want it https://t.co/lp3z0qTvEb"
X Link 2025-07-11T07:21Z [----] followers, [---] engagements
"You know you've made it when Chris Steele brands you as a Russian Spy. Trump Admin Cooking On Major Criminal Conspiracy Case Against Russiagate Plotters: Report. @Chris_D_Steele @OrbisBIOfficial & Audere et al. Imagine if @viceroyresearch filed #OhDear @realDonaldTrump @zerohedge @liambyrnemp Never thought I'd tweet this 1/2 https://t.co/f9txYgjRNX Trump Admin Cooking On Major Criminal Conspiracy Case Against Russiagate Plotters: Report. @Chris_D_Steele @OrbisBIOfficial & Audere et al. Imagine if @viceroyresearch filed #OhDear @realDonaldTrump @zerohedge @liambyrnemp Never thought I'd tweet"
X Link 2025-07-14T20:14Z [----] followers, [----] engagements
"Bank of America's omniscient analyst just wrote a note to clients saying that they already knew that Agarwal was misappropriating $VEDL employee welfare cheques. @viceroyresearch @AIMhonesty #BofA $VEDL"
X Link 2025-07-15T16:11Z [----] followers, 13.4K engagements
"Exact wording of email: Key highlights from the report: - Vedanta Ltds (Indian listed opco) minority shareholder PTCC (subsidiary of BJST) owning 1.91% stake in Vedanta Ltd - appears to be the promoter-controlled entity - PTCC and BJST are intended to channel dividends extracted from Vedanta Ltd and previously Hindustan Zinc Ltd into 1) political lobbying and 2) supporting promoter entities - BJST/PTCC is a significant undisclosed related party shareholder breaching multiple disclosure and governance laws RACHNA JAIN (BofA Analyst): Dont see any new news here. In September [----] another agency"
X Link 2025-07-15T16:16Z [----] followers, [---] engagements
"We are short Vedanta Resources. It is literally the first line in our report"
X Link 2025-07-15T19:44Z [----] followers, [--] engagements
"Viceroy on Vedanta: Forensic Bombshell Meets Deafening Regulatory Silence. $VEDL https://www.moneylife.in/article/viceroy-on-vedanta-forensic-bombshell-meets-deafening-regulatory-silence/77684.html__cf_chl_tk=jwj7qlfe15oasgquryymxihzqrttldb4aroq4wx2agi-1752647762-1.0.1.1-kldaeq.zukg1d_ahki2w9ne4sxs43rrae_aaxse2uxc https://www.moneylife.in/article/viceroy-on-vedanta-forensic-bombshell-meets-deafening-regulatory-silence/77684.html__cf_chl_tk=jwj7qlfe15oasgquryymxihzqrttldb4aroq4wx2agi-1752647762-1.0.1.1-kldaeq.zukg1d_ahki2w9ne4sxs43rrae_aaxse2uxc"
X Link 2025-07-16T06:52Z [----] followers, [----] engagements
"@ScottPh77711570 You get that on the big jobs mate. You'll come round"
X Link 2025-07-16T07:05Z [----] followers, [--] engagements
"@ScottPh77711570 @Citrini7 I got drunk and bid on an amphibious tank once from those army surplus auctions"
X Link 2025-07-17T06:47Z [----] followers, [--] engagements
"The BofA analyst and JPM analysts already knew that they were conned into a [----] crore loan to a fake semiconductor business so that VRL could pay itself brand fees. $VEDL Have a good weekend. Vedanta Vedanta Semiconductor: [----] Crore Dhokhe Ka Samrajya Under pressure to pay brand fees $VEDL routed a [----] crore loan through a company doing [---] crore in sham operations hoping regulators didnt look. 1/ https://t.co/QZuPhjZxaW Vedanta Vedanta Semiconductor: [----] Crore Dhokhe Ka Samrajya Under pressure to pay brand fees $VEDL routed a [----] crore loan through a company doing [---] crore in sham"
X Link 2025-07-18T04:03Z [----] followers, [----] engagements
"Just got shusshed at a Lynyrd Skynyrd concert"
X Link 2025-07-19T19:19Z [----] followers, [---] engagements
"@h79sharesunder Hope Denzel Washington is ready for the acting role of his career"
X Link 2025-07-23T05:48Z [----] followers, [--] engagements
"2 weeks ago Mr Agarwal make a keynote speech at $VEDL's AGM claiming he takes environmental goals very seriously and is taking Vedanta green. Now ge also wants to frack 8km below surface to extract more oil. Habitual liar. [--] Exxon Chevron [--] https://t.co/ZmqunGM9z2 [--] Exxon Chevron [--] https://t.co/ZmqunGM9z2"
X Link 2025-07-23T17:38Z [----] followers, [---] engagements
"Sending American Beef to Australia is like sending instand coffee to. Australia American beef in Australia is like sending instant coffee to Italy. Who in Australia would want this https://t.co/cjrnNDw0qs American beef in Australia is like sending instant coffee to Italy. Who in Australia would want this https://t.co/cjrnNDw0qs"
X Link 2025-07-25T06:33Z [----] followers, [----] engagements
"I just wanna chill and scheme a plot To cash checks in family prop shop Short sellers drive my crazy I Need to update my filings with SEBI $VEDL https://www.youtube.com/watchv=csKtqYgnGHc&list=RDcsKtqYgnGHc&start_radio=1 Vedanta [--] Unanswered Questions for the Company and Management $VEDL's Q1 FY26 earning call tomorrow arrives at a critical juncture. The Company has failed to answer mounting questions over governance failures capital misallocation and related-party transactions. $HZL 1/ https://t.co/K1cmEpskrr https://www.youtube.com/watchv=csKtqYgnGHc&list=RDcsKtqYgnGHc&start_radio=1"
X Link 2025-07-31T06:30Z [----] followers, [----] engagements
"If my credit ratings fell would you still love me If my balance sheet was ugly would employees sing to me If the ED and CBI sent me to the penitentiary Could I count on to be there to support me financially $VEDL"
X Link 2025-07-31T06:43Z [----] followers, [---] engagements
"If I distributed shitty dividends to my friends Would the board poof and disappear as the stock descends If my book was hit and I was hurt would you be by my side If it was time to provision losses would you be down to ride $VEDL"
X Link 2025-07-31T06:44Z [----] followers, [---] engagements
"Do you trust me enough to explain these revenue streams Youre staring at the filings figuring out my offshore schemes If my stock was down would you write more checks to make me smile I treat you how you want to be treated youre my cash cow $VEDL"
X Link 2025-07-31T06:45Z [----] followers, [---] engagements
"If I paid shady brand fees and someone happened to see And when you asked me about it I said it wasn't me Would you believe me Or up and leave me How impaired are our bonds if that's all it takes for you to be gone $VEDL"
X Link 2025-07-31T06:46Z [----] followers, [---] engagements
"A quick review of $VEDL's limited Q1 [----] accounts A back-envelope calculation of $VEDL's Free Cash Flows show a [----] crore deficit. $VEDL nevertheless paid a [----] crore ($501m) dividend (37% y/y cut) "Net Debt is up [----] crore ($585m). https://t.co/6GXo9qstNb A back-envelope calculation of $VEDL's Free Cash Flows show a [----] crore deficit. $VEDL nevertheless paid a [----] crore ($501m) dividend (37% y/y cut) "Net Debt is up [----] crore ($585m). https://t.co/6GXo9qstNb"
X Link 2025-07-31T11:21Z [----] followers, [---] engagements
"I'll be tweeting mgmt lies from conf call live. $VEDL #thread A back-envelope calculation of $VEDL's Free Cash Flows show a [----] crore deficit. $VEDL nevertheless paid a [----] crore ($501m) dividend (37% y/y cut) "Net Debt is up [----] crore ($585m). https://t.co/6GXo9qstNb A back-envelope calculation of $VEDL's Free Cash Flows show a [----] crore deficit. $VEDL nevertheless paid a [----] crore ($501m) dividend (37% y/y cut) "Net Debt is up [----] crore ($585m). https://t.co/6GXo9qstNb"
X Link 2025-07-31T11:31Z [----] followers, [----] engagements
"Indiscriminately picking different metrics to report COP reductions. All "Adjusted" $VEDL"
X Link 2025-07-31T11:35Z [----] followers, [---] engagements
"Deshnee Naidoo CEO of the British Promoter Group is driving the conference call of $VEDL who is being looted by the Promoter Group. Great business acumen"
X Link 2025-07-31T11:37Z [----] followers, [----] engagements
"It is laughable that the CEO of the Promoter Group who is looting $VEDL is telling off market critics because of alterior motives. Completely laughable a real slap to the face of stakeholders"
X Link 2025-07-31T11:39Z [----] followers, [----] engagements
"We have already addressed $VEDL's legal theatre. Act [--] was complaining we did not reach out to them to dicuss findings. After we reached out they refused to respond to any of our queries and got an ad-hominen legal opinion which did not even attempt disprove a single issue we raised. https://viceroyresearch.org/wp-content/uploads/2025/07/Vedanta-HZL-Q1FY26-Earnings-Analysis-ICRA-Legal-20250721.pdf https://viceroyresearch.org/wp-content/uploads/2025/07/Vedanta-HZL-Q1FY26-Earnings-Analysis-ICRA-Legal-20250721.pdf"
X Link 2025-07-31T11:43Z [----] followers, [---] engagements
"$VEDL's greenwashing and social washing is tiresome. Some hits from us"
X Link 2025-07-31T11:45Z [----] followers, [---] engagements
"$VEDL now making ridiculous proposals for offshore drilling platforms presumably for oil and not hopium right after saying how committed they are to environmental targets. They will say anything and mean nothing. $VEDL"
X Link 2025-07-31T11:46Z [----] followers, [---] engagements
"$VEDL cannot afford to undertake offshore drilling projects in any case. Here are all the garbage project announcements the group has made in the last few years:"
X Link 2025-07-31T11:47Z [----] followers, [---] engagements
"*Pick and choose one of their business segments that reports slim profits on huge FCF losses: "This shows great business performance" $VEDL"
X Link 2025-07-31T11:49Z [----] followers, [---] engagements
"Turning to balance sheet: all previous rhetoric of "reduction of debt" is out the window as the group takes on [----] crore of new debt (more than the dividend). $VEDL"
X Link 2025-07-31T11:50Z [----] followers, [---] engagements
"Now talking about capital discipline lol $VEDL"
X Link 2025-07-31T11:50Z [----] followers, [---] engagements
"This might be a record Q1 FCF loss as well to line up with the "adjusted" cherry picked numbers MGMT are presenting. $VEDL"
X Link 2025-07-31T11:52Z [----] followers, [---] engagements
"No demerger timeline. Classic $VEDL https://x.com/viceroyresearch/status/1950878807893688468 $VEDL's demerger slides are completely absent from this update. As we reported we believe this demerger is a fantasy and will be delayed once more if it does ever occur. https://x.com/viceroyresearch/status/1950878807893688468 $VEDL's demerger slides are completely absent from this update. As we reported we believe this demerger is a fantasy and will be delayed once more if it does ever occur"
X Link 2025-07-31T11:53Z [----] followers, [---] engagements
"Q: What drove cost reduction *I think was a bad line Deshnee Naidoo proceeds to not answer question but talk about softening commodity prices. Q2 expect "very strong cost". I didn't get answer properly"
X Link 2025-07-31T11:58Z [----] followers, [---] engagements
"The Bauxite Question. Here is an answer $VEDL In [----] Vedanta Limited signed a long-term agreement with Emirates Global Aluminium (EGA) to source Guinean bauxite from EGAs Guinea Alumina Corporation (GAC). The agreement was intended to supply Vedantas alumina refinery in India with high-quality bauxite starting from [----] once GAC reached full production capacity of [--] million tonnes per year. Termination of the Deal July [----]. On July [--] [----] EGA announced that the Government of Guinea had wrongfully terminated its agreement with GAC [--]. The termination followed escalating tensions over Guineas"
X Link 2025-07-31T12:07Z [----] followers, [---] engagements
"Fistly extremely inappropriate for PropCo CEO to guide how questions are answered. Let the relevant people answer the question. $VEDL"
X Link 2025-07-31T12:09Z [----] followers, [---] engagements
"I think Ms Naidoo just admitted that Meenakshi and Athena are not profitable at merchant rates. $VEDL"
X Link 2025-07-31T12:11Z [----] followers, [---] engagements
"Q: Demerger Naidoo: Unintelligible answer"
X Link 2025-07-31T12:11Z [----] followers, [---] engagements
"How much exposure do your Aluminium clients have to the USA $VEDL"
X Link 2025-07-31T12:16Z [----] followers, [---] engagements
"Vedanta resources debt has been increasing on a consolidated level because the consolidated level includes $VEDL. If the prop group debt declines what does that mean for $VEDL Please"
X Link 2025-07-31T12:18Z [----] followers, [---] engagements
"Also hilarious asking VRL questions on this call and Naidoo is not answering the questions despite being the CEO of VRL. What company conference call"
X Link 2025-07-31T12:19Z [----] followers, [---] engagements
"Unbelievable horseshit from management re brand fees. Now narrative is that VRL owns the brand and that's what they pay for No more management fees $VEDL Why is this paid in advance https://x.com/viceroyresearch/status/1950878795889602707 $VEDL appears to intentionally hide its brand fees paid in advance as Other on its "Neet Debt Walk". As we know this yearly fee is paid in advance. We reverse calcd brand fees for FY [--] to be [----] ($450m) crore. https://t.co/tK3uNWBMn1 https://x.com/viceroyresearch/status/1950878795889602707 $VEDL appears to intentionally hide its brand fees paid in advance"
X Link 2025-07-31T12:20Z [----] followers, [---] engagements
"Where are you getting $2b from to fund this Saudi Project $VEDL"
X Link 2025-07-31T12:21Z [----] followers, [---] engagements
"If the "Other" outflows are cash outflows for guarantees where is the "Brand Fee" outflow $VEDL"
X Link 2025-07-31T12:24Z [----] followers, [---] engagements
"The brand fee is not a WC item in the CF. Where is it on the bridge This is quite imperative to work out how much $ $VEDL has advanced to VRL for no reason (interest free)"
X Link 2025-07-31T12:25Z [----] followers, [---] engagements
"Someone please ask management if $4.8b includes the $500m VRL owes $VEDL"
X Link 2025-07-31T12:27Z [----] followers, [---] engagements
"cracks fingers Here we go again $ABR"
X Link 2025-08-01T13:00Z [----] followers, [---] engagements
"I've been specifically asked by my fans to "do the Arbor conference call again" as if I'd ever miss it. I'll post updates and thoughts live below. $ABR #thread A quick review of Arbor's financials before the conference call $ABR Firstly Arbor suffers large EPS fall q/q from 16c to 12c exacerbated by realized losses on properties which given the quality of Arbors book are not one time. https://t.co/Xe0LEBQQRJ A quick review of Arbor's financials before the conference call $ABR Firstly Arbor suffers large EPS fall q/q from 16c to 12c exacerbated by realized losses on properties which given the"
X Link 2025-08-01T13:58Z [----] followers, [----] engagements
"It's crazy like these guys build a book with bridge loans to MF buyers who intend to slap some paint on a shithole and jack the value 20%. $ABR were caught off guard by inflation"
X Link 2025-08-01T14:08Z [----] followers, [---] engagements
"Idea for questions while Kaufman keeps talking about his pipeslines. Please ask how much % of new book is loans to existing customers to refi and/or loans for new buyers to buy-out foreclosures. $ABR"
X Link 2025-08-01T14:10Z [----] followers, [---] engagements
""Very loyal borrowers" could get loans anywhere elese but they keep coming back to Arbor crazy. 😅"
X Link 2025-08-01T14:11Z [----] followers, [---] engagements
"It's also crazy that the new build-to-baghold pipeline appears to be a load of related party projects. Shocker in a difficult environment $ABR gets into construction loans and suddenly a heap of director loans come on-book"
X Link 2025-08-01T14:14Z [----] followers, [---] engagements
"Like easy over $120m of director projects in the new build-to-baghold CLO. By the way $ABR make a loss running REO atm"
X Link 2025-08-01T14:15Z [----] followers, [---] engagements
"These number are horsehit appear to be EOP fixes. Here is latest numbers from JUST CLO delinquencies and remember most of the CLO book is now "in house" or in repor lines. $ABR Btw huge increases m/m from June (shocker)"
X Link 2025-08-01T14:17Z [----] followers, [---] engagements
"Another question for mgmt: Do Arbor provide mezzanine financing to existing borrowers $ABR"
X Link 2025-08-01T14:17Z [----] followers, [---] engagements
"Arbor bring back foreclosed assets into REO and book a gain despite the fact that they are recording losses on REOs they actually sell (which presumably are the best ones). $ABR These non-cash gains are not deducted from the distributable income"
X Link 2025-08-01T14:20Z [----] followers, [---] engagements
"Question for management: Are the related party bridge loan investments for build-to-baghold projects new projects or pre-existing projects (i.e. refinancing) $ABR https://x.com/Gabe_Bernarde/status/1951285375076368753 It's also crazy that the new build-to-baghold pipeline appears to be a load of related party projects. Shocker in a difficult environment $ABR gets into construction loans and suddenly a heap of director loans come on-book. https://t.co/DUn2leIAfp https://x.com/Gabe_Bernarde/status/1951285375076368753 It's also crazy that the new build-to-baghold pipeline appears to be a load of"
X Link 2025-08-01T14:21Z [----] followers, [---] engagements
"Q: Drop in net interest income. I've literally been writing about the spreads decreasing every month but JMP don't read my work they just accept everything Paul tells them. $ABR. Here are the yields over time while Paul doesn't answer your question"
X Link 2025-08-01T14:23Z [----] followers, [---] engagements
""Very proactive" moving foreclosed loans into REO so they can make a loss operating them. Didn't have nap time today. $ABR"
X Link 2025-08-01T14:24Z [----] followers, [---] engagements
"Obvs account for the 75bps rate cut but net still falls"
X Link 2025-08-01T14:24Z [----] followers, [---] engagements
"If these dogshit foreclosures are the best ones they have be ready for more "one time realized losses" $ABR"
X Link 2025-08-01T14:25Z [----] followers, [---] engagements
"Great Q: I presume the interest in the REO book is not good given they are selling at huge discounts to UPB. I also presume these are the best assets. $ABR"
X Link 2025-08-01T14:27Z [----] followers, [---] engagements
"Q: Should arbor own more of its portfolio No. It would run at a substantial loss to their weighted average debt costs. Here is CLO sample performance: $ABR They will always run at losses on-book"
X Link 2025-08-01T14:29Z [----] followers, [---] engagements
"There are maybe a handfull in hundreds of CLO properties which operate at [---] DSCR. So the $ABR cap structure cannot support REO book"
X Link 2025-08-01T14:30Z [----] followers, [---] engagements
"Obviously these do not need to be foreclosed"
X Link 2025-08-01T14:30Z [----] followers, [---] engagements
"Ivan just said "we can't run the properties well so we sold them at losses" but book gains on REO. $ABR"
X Link 2025-08-01T14:33Z [----] followers, [---] engagements
"Here's the PIK lie again. It's fucking easy as shit to calculate and its consistently misreported. $ABR Here is calc and quarterly PIK additions:"
X Link 2025-08-01T14:34Z [----] followers, [---] engagements
"It's literally the pay rate vs yield delta. It's so simple. $ABR"
X Link 2025-08-01T14:34Z [----] followers, [---] engagements
"Vancies of REO. I'll just get CLO vacancy rate for July so you can see underlying (it totally impacts portfolio). $ABR"
X Link 2025-08-01T14:36Z [----] followers, [---] engagements
"Avg CLO occupancy is 83% () $ABR"
X Link 2025-08-01T14:37Z [----] followers, [---] engagements
"SFR originations are the Build-to-baghold portfolio. $ABR"
X Link 2025-08-01T14:42Z [----] followers, [---] engagements
"Terrible idea: you would have to realize losses to put those REO assets in a fund $ABR"
X Link 2025-08-01T14:45Z [----] followers, [---] engagements
"See you next time. $ABR"
X Link 2025-08-01T14:47Z [----] followers, [---] engagements
"@SDubeyINTUC @ICMM_com It's funny they absolutely do know more about this because they have been paid to attend Vedanta ESG events for years. It's widely disclosed. Classic"
X Link 2025-08-12T19:08Z [----] followers, [--] engagements
"ASIC will raid whistleblowers and critics take all their data and communications with lawyers and waste everyone's time to protect the low corporate governance standards in Australia. This does not leave them time to prosecute frauds. It's comical. @asicmedia"
X Link 2025-08-14T06:43Z [----] followers, [----] engagements
"Newcastle United sister team in the Saudi League literally has Benzema and we're playing a winger as a striker"
X Link 2025-08-16T12:19Z [----] followers, [----] engagements
"@PrometheusCHT @plebcapital I agree on the basis that even when de-anonymized they pursued raiding me for shorting wirecard and tyro"
X Link 2025-08-17T22:30Z [----] followers, [--] engagements
"@callistores They said "blank cheque" so it must be Softbank"
X Link 2025-08-19T12:08Z [----] followers, [--] engagements
"The Vedanta cronies and their FAKE NEWS PR TEAM are trying to distract everyone from the TRUTH. The guys from Viceroy smart guys FUNNY GUYS. I have met them. They are the HOTTEST research team right now. Vedanta haven't even tried defending themselves (low energy). They want you to stop talking about the brand fees but we know the TRUTH. And what's happening with the stock market and Vedanta is NO DIFFERENT. It's a TOTAL RIG. This is what you get when you let the wrong people run things. We need strong leadership to fix this mess. We will MAKE THE MARKETS GREAT AGAIN Thank you for your"
X Link 2025-08-20T08:25Z [----] followers, [----] engagements
"It's been about [--] years since I was last in Edinburgh and updated my profile pic. Well I'm back here's a thirst trap. @acdc"
X Link 2025-08-21T17:28Z [----] followers, [----] engagements
"Hello Yes. I'd like to request a trading halt because I fucked up and I feel like it. $ASX $CTD"
X Link 2025-08-22T11:34Z [----] followers, [----] engagements
"Unsubscribing from every different type of LinkedIn notofication is almost as bad as owning a Sonos"
X Link 2025-09-01T17:54Z [----] followers, [----] engagements
"@h79sharesunder I legitimately think Sonos is responsible for admissions into psych wards"
X Link 2025-09-01T18:11Z [----] followers, [--] engagements
"@RudyHavenstein Jeffrey Epstein The recruitment agent"
X Link 2025-09-05T23:06Z [----] followers, [---] engagements
"@ShadySlimFast @ScottPh77711570 Which ones pls"
X Link 2025-09-24T11:11Z [----] followers, [--] engagements
"The Swedish company $TRUE"
X Link 2025-09-26T06:57Z [----] followers, 10.2K engagements
"@Vedanta_Group And move all cash to the UK"
X Link 2025-10-01T07:37Z [----] followers, [--] engagements
"@__paleologo No bullshit we have been joking about this Greek pasta for months. I show up in Athens at random restaurant. See Greek carbonara. Order it. Take a pic. Same restaurant 😂"
X Link 2025-10-11T19:02Z [----] followers, [---] engagements
"@__paleologo Mezze Athens"
X Link 2025-10-11T19:03Z [----] followers, [---] engagements
"Maybe Elon could create a company & management credibility site alongside this media site. I'd like to see $TSLA 's credibility review. https://x.com/elonmusk/status/999374720368689153 Create a media credibility rating site (that also flags propaganda botnets) https://x.com/elonmusk/status/999374720368689153 Create a media credibility rating site (that also flags propaganda botnets)"
X Link 2018-05-23T19:49Z [----] followers, [--] engagements
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