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@aj_oommen "Yes both $CEP and $CEPO are SPACs and I do own common equity for both. While they have the brand recognition with Cantor Softbank Tether I am less familiar with their leadership. I'd look at the S4s/investor presentations if making a big investment in them. $CEP: $CEPO:"
X Link @aj_oommen 2025-10-05T18:59Z XXX followers, XXX engagements

"$CVNA $ALLY One part of the Asset Back Securitization (ABS) process is an Independent Accountant's Report on Applying Agreed-Upon Procedures (AUP). This report is an independent objective check on the accuracy and integrity of the data related to the pool of underlying automobile loans or leases. However there is a lot of variance on what is checked between different ABS trusts. Essentially the trust (with the banks selling the securities) say hey accountant check for XYZ things on my loan agreements with customers. Lets see how Ally and Carvanas checks differ: X. Carvana has the accountant"
X Link @aj_oommen 2025-10-15T17:35Z XXX followers, XXX engagements

""When you use leverage to own an investment (such as a business or some real estate) youre borrowing (i.e. shorting) the abundant fiat currency and using it to buy things that have some degree of scarcity to them relative to that currency (such as decent businesses and properties).""
X Link @aj_oommen 2025-10-12T20:38Z XXX followers, XX engagements

"@FreightAlley Is this because of increase in loads or because of lack of drivers"
X Link @aj_oommen 2025-10-12T13:12Z XXX followers, XXX engagements