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@rbradthomas
"Globalization used to happen at Americans expense specifically at the expense of American workers. But Trumps rewriting that old playbook" @rbradthomas on X 2025-07-24 21:32:07 UTC 20.6K followers, 22.6K engagements
"Takeaways from $BX Q2-25 earnings call: 👉 "Distributable earnings increased XX% year-over-year to $XXX billion ($1.21/sh)." 👉 " Fund flows of $XXX billion for the last XX months lifting AUM XX% year-over-year to a record $XXX trillion." 👉 "We invested $XX billion in the second quarter and $XXX billion in the last XX months." 👉 ".we are preparing a number of other companies for public offerings over the coming quarters." 👉 ".we have $XXX billion of dry powder to take advantage of opportunities." Long $BX" @rbradthomas on X 2025-07-25 15:03:21 UTC 20.6K followers, 58.4K engagements
"This week on The Wide Moat Show. 🏘 Spotlight on Real Estate REITs. Discover why residential REITs especially in the Sun Beltis attracting investors and renters alike. We highlight top-tier REITs like: 👉 $CPT 👉 $MAA 👉 $ELS 👉 $SUI 👉 $AMH" @rbradthomas on X 2025-07-25 00:11:11 UTC 20.6K followers, 159.6K engagements
"Who doesn't want to invest in Sunbelt real estate Without having to worry about the X Ts (taxes trash tenants). And with full liquidity transparency and diversification. Click the link below" @rbradthomas on X 2025-07-25 15:59:11 UTC 20.6K followers, 58K engagements
"Where else do you get an investment grade rated issuer (BBB-) with XX% growth forecasted in 2025 2026 and 2027 with very diverse and predictable customers (100+) that is trading at such a wide margin of safety (and a XXX% dividend yield) Answer: $HASI" @rbradthomas on X 2025-07-08 00:12:30 UTC 20.6K followers, 55.2K engagements