# ![@FoamOnTheRunway Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::2717039460.png) @FoamOnTheRunway GT

GT posts on X about $rig, $pfe, market cap, $filto the most. They currently have [-------] followers and [----] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::2717039460/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2717039460/c:line/m:interactions.svg)

- [--] Week [------] +877%
- [--] Month [------] +287%
- [--] Months [-------] +67%
- [--] Year [-------] -6.30%

### Mentions: [--] [#](/creator/twitter::2717039460/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2717039460/c:line/m:posts_active.svg)

- [--] Week [--] +43%
- [--] Month [--] +4%
- [--] Months [---] +31%
- [--] Year [---] +33%

### Followers: [-------] [#](/creator/twitter::2717039460/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2717039460/c:line/m:followers.svg)

- [--] Week [-----] +1.90%
- [--] Month [-----] +2.30%
- [--] Months [-----] +15%
- [--] Year [-----] +29%

### CreatorRank: [-------] [#](/creator/twitter::2717039460/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::2717039460/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [stocks](/list/stocks)  [countries](/list/countries)  [cryptocurrencies](/list/cryptocurrencies)  [technology brands](/list/technology-brands)  [travel destinations](/list/travel-destinations)  [celebrities](/list/celebrities)  [currencies](/list/currencies)  [automotive brands](/list/automotive-brands)  [luxury brands](/list/luxury-brands) 

**Social topic influence**
[$rig](/topic/$rig) #5, [$pfe](/topic/$pfe), [market cap](/topic/market-cap), [$filto](/topic/$filto), [$fnmas](/topic/$fnmas), [debt](/topic/debt), [$pbr](/topic/$pbr), [$aci](/topic/$aci), [in the](/topic/in-the), [$fnma](/topic/$fnma)

**Top accounts mentioned or mentioned by**
[@tommydeepwater](/creator/undefined) [@icbarrett](/creator/undefined) [@rockbtmentries](/creator/undefined) [@mugsluck](/creator/undefined) [@traderpamplona](/creator/undefined) [@gringoinvesting](/creator/undefined) [@mikeoilinvest](/creator/undefined) [@midas79](/creator/undefined) [@hkuppy](/creator/undefined) [@tininvestor](/creator/undefined) [@lingmerthstefan](/creator/undefined) [@mlpotash](/creator/undefined) [@convertbond](/creator/undefined) [@calvinfroedge](/creator/undefined) [@matthijss6](/creator/undefined) [@oilgastourist](/creator/undefined) [@lundeenne](/creator/undefined) [@capconstrained](/creator/undefined) [@cornelialake](/creator/undefined) [@nickradical4](/creator/undefined)

**Top assets mentioned**
[Transocean LTD. (RIG)](/topic/$rig) [Pfizer, Inc. (PFE)](/topic/$pfe) [PolkaBridge (PBR)](/topic/$pbr) [Albertsons Companies, Inc. (ACI)](/topic/$aci) [Rocket Companies, Inc. (RKT)](/topic/$rkt) [Petroleo Brasileiro S.A.-Petrobras (PBR.A)](/topic/$pbra) [Moderna Inc (MRNA)](/topic/$mrna) [FIRST MAJESTIC SILVER CORP (AG)](/topic/$ag) [Mosaic Co (MOS)](/topic/$mos) [Apple, Inc. (AAPL)](/topic/$aapl) [Domino's Pizza Inc (DPZ)](/topic/$dpz) [Peabody Energy Corporation (BTU)](/topic/$btu) [Validity (VAL)](/topic/$val) [Tesla, Inc. (TSLA)](/topic/tesla) [PayPal Holdings Inc (PYPL)](/topic/paypal) [Nutrien Ltd. Common Shares (NTR)](/topic/$ntr) [NVIDIA Corp. (NVDA)](/topic/$nvda) [Noble Corporation (NE)](/topic/$ne) [VALE S.A. (VALE)](/topic/$vale) [Denison Mines Corp (DNN)](/topic/$dnn) [Coop Coin (COOP)](/topic/$coop) [Ivanhoe Electric Inc. (IE)](/topic/$ie) [Seadrill Limited (SDRL)](/topic/$sdrl)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Pfizer the government Big Tech mainstream media teachers unions the FDA vaccine advisory committee members and many more colluded to enroll [--] million 5-11 year olds in a phase [--] clinical trial. Everyone is fully indemnified except the children. #AgencyProblem FDA Voting Member: "We're never gonna learn about how safe the vaccine is until we start giving it." 🤷♂ Video HT @politicalwilli https://t.co/OMAph49Qow FDA Voting Member: "We're never gonna learn about how safe the vaccine is until we start giving it." 🤷♂ Video HT @politicalwilli https://t.co/OMAph49Qow"  
[X Link](https://x.com/anyuser/status/1453174899128745989)  2021-10-27T01:41Z [----] followers, [--] engagements


"@beangod5 @hkuppy Filo $FLMMF advanced copper exploration LSB $LXU ammonia w/operating and financial leverage Peabody $BTU coal w/operating and financial leverage Transocean $RIG offshore oil services w/operating and financial leverage Full disclosure: talking my book not investment advice"  
[X Link](https://x.com/FoamOnTheRunway/status/1566237237510975488)  2022-09-04T01:30Z [----] followers, [--] engagements


"@Convertbond $BTU $FLMMF $RIG"  
[X Link](https://x.com/FoamOnTheRunway/status/1610003419636588545)  2023-01-02T20:01Z [----] followers, [---] engagements


"Filo Mining poll $FIL.TO $FLMMF No position or short 0-4% position size 10%+ position 5-9% position No position or short 0-4% position size 10%+ position 5-9% position"  
[X Link](https://x.com/FoamOnTheRunway/status/1610682984365191169)  2023-01-04T17:02Z [----] followers, [---] engagements


"In light of @filo_mining news this afternoon I'm reposting the recent polls. $FIL.TO $FLMMF Filo Mining poll results $FIL.TO $FLMMF https://t.co/9Re39j4BES Filo Mining poll results $FIL.TO $FLMMF https://t.co/9Re39j4BES"  
[X Link](https://x.com/FoamOnTheRunway/status/1612976232211288064)  2023-01-11T00:54Z [----] followers, [---] engagements


"@TinInvestor Board member Daniele Carmel and her firm CD Capital is another possibility. She sold some in mid-December at C$22.75"  
[X Link](https://x.com/FoamOnTheRunway/status/1613200566624333825)  2023-01-11T15:46Z [----] followers, [---] engagements


"Excess death 🧵 Death care company Service Corp raised earnings guidance due to higher volumes of funeral services than expected. 1/n @MuffinmanMagic $SCI The number of funeral services performed is trending higher than we anticipated and is approximately 5% higher than [----] levels on a compounded annual growth basis.https://t.co/ydv31EUC3c @MuffinmanMagic $SCI The number of funeral services performed is trending higher than we anticipated and is approximately 5% higher than [----] levels on a compounded annual growth basis.https://t.co/ydv31EUC3c"  
[X Link](https://x.com/FoamOnTheRunway/status/1613905758256521216)  2023-01-13T14:28Z [----] followers, [---] engagements


"Did Tesla just blow up the $1.4 trillion auto loan market Cant be great for anyone in the auto value chain $ALLY $CACC $COF $TSLA Teslas price drops might just be the harbinger that starts the consumer credit meltdown. We should expect more downward pressure on car prices. But still unknown to what extent and over what time period. Teslas price drops might just be the harbinger that starts the consumer credit meltdown. We should expect more downward pressure on car prices. But still unknown to what extent and over what time period"  
[X Link](https://x.com/FoamOnTheRunway/status/1615082240949768192)  2023-01-16T20:23Z [----] followers, [----] engagements


"Alphamoon $AFM.V $AFMJF #TinBaron https://m.youtube.com/watchv=lX8GG3dnsp8 https://m.youtube.com/watchv=lX8GG3dnsp8"  
[X Link](https://x.com/FoamOnTheRunway/status/1624084407249416192)  2023-02-10T16:34Z [----] followers, [---] engagements


"BANKS: High interest rates impair asset values and drain cash deposits. The only solution is lower interest rates. Plan accordingly. $VUSXX $PHYS $PSLV $ZROZ"  
[X Link](https://x.com/FoamOnTheRunway/status/1637092418339373056)  2023-03-18T14:03Z [----] followers, [---] engagements


"$UBS reportedly offering $1B for $CS. This equals about $025 per share or 90% less than Fridays close and 0.02x tangible book. It implies a roughly $40B negative mark or 8% of assets. Echoes of Bear Stearns https://www.ft.com/content/ec4be743-052a-4381-a923-c2fbd7ea9cfd https://www.ft.com/content/ec4be743-052a-4381-a923-c2fbd7ea9cfd"  
[X Link](https://x.com/FoamOnTheRunway/status/1637429961069072385)  2023-03-19T12:24Z [----] followers, [----] engagements


"Blackstone: traditional office real estate in the US is "much worse than people think." Manhattan Class A Office: Vornado $VNO stock has broken down through multi-decade support (chart). Houston we have a problem. US office and NYC real estate are each $3 trillion markets. Blackstone's Global Head of Private Wealth Solutions Joan Solotar warns that traditional office real estate in the US is "much worse than people think" https://t.co/1k91ElmZYO https://t.co/qEPcTr36qx Blackstone's Global Head of Private Wealth Solutions Joan Solotar warns that traditional office real estate in the US is"  
[X Link](https://x.com/FoamOnTheRunway/status/1638590793207390208)  2023-03-22T17:17Z [----] followers, [----] engagements


"Vornado's equity is effectively marking the assets at about [--]. Does that make sense $VNO"  
[X Link](https://x.com/FoamOnTheRunway/status/1638978263325495296)  2023-03-23T18:57Z [----] followers, [----] engagements


"The publicly traded offshore oil services value is down almost 90% from the peak last cycle.👇 Put differently it would be an 8+ bagger to the prior peak before even considering extra juice from any financial leverage. $RIG"  
[X Link](https://x.com/FoamOnTheRunway/status/1639457927072468993)  2023-03-25T02:43Z [----] followers, [----] engagements


"When you thought it couldn't get any worse. $PFE"  
[X Link](https://x.com/FoamOnTheRunway/status/1658479545983565830)  2023-05-16T14:28Z [----] followers, [--] engagements


"Market update: Nvidia at a fraction of 1% Tesla at 1% Apple at 4% Fed Funds at 5% High Yield at 9% Vornado at 11% and Petrobras at over 30%. $NVDA $TSLA $AAPL $HYG $VNO $PBR @NICKRADICAL4 Market snapshot: Tesla at 1% treasuries at 4% real estate at 5% High Yield at 9% and Peabody at 50%. @NICKRADICAL4 Market snapshot: Tesla at 1% treasuries at 4% real estate at 5% High Yield at 9% and Peabody at 50%"  
[X Link](https://x.com/FoamOnTheRunway/status/1659629537699966977)  2023-05-19T18:38Z [----] followers, [----] engagements


"$NVDA K = 10.5% assuming beta [---] Rf 3.7% and ERP 4% G = market implied 10% in perpetuity With $NVDA at a price-to-revenue of [--] it is a good time to remember Sun Microsystems letter to shareholders after the dot-com bust. Sun had P/R of [--]. https://t.co/Yf4exhLGaH With $NVDA at a price-to-revenue of [--] it is a good time to remember Sun Microsystems letter to shareholders after the dot-com bust. Sun had P/R of [--]. https://t.co/Yf4exhLGaH"  
[X Link](https://x.com/FoamOnTheRunway/status/1659945608172691458)  2023-05-20T15:34Z [----] followers, [---] engagements


"Guess the Metaverse thing didnt work out A modest proposal for the new ticker symbol: just add an i to the original one. #Faceplant $META $FB @Fred_McFeely The company is lost. The most notable thing about it now is collusion with the government to censor free speech. https://t.co/VH2LsFXowo @Fred_McFeely The company is lost. The most notable thing about it now is collusion with the government to censor free speech. https://t.co/VH2LsFXowo"  
[X Link](https://x.com/FoamOnTheRunway/status/1659990823772229637)  2023-05-20T18:33Z [----] followers, [---] engagements


"The Pfizer vaccine has a staggering problem👇 $PFE there is a significant excess risk of SV40 associated with human brain cancers bone cancers malignant mesothelioma and non-Hodgkin's lymphoma (Emergent Human Pathogen Simian Virus [--] and Its Role in Cancer)"  
[X Link](https://x.com/FoamOnTheRunway/status/1660041149040709633)  2023-05-20T21:53Z [---] followers, [--] engagements


"Oil is one standard deviation cheap to gold. Petrobras Transocean and Antero Resources are my homies. $PBR.A $RIG $AR What about you"  
[X Link](https://x.com/anyuser/status/1660646738577743872)  2023-05-22T14:00Z [----] followers, [----] engagements


"Nvidia can't live without Alphamin but Alphamin can live without Nvidia. $NVDA $953B EV $AFM.TO $1B EV"  
[X Link](https://x.com/FoamOnTheRunway/status/1662155611340169217)  2023-05-26T17:55Z [---] followers, [--] engagements


"Nvidia can't live without Alphamin but Alphamin can live without Nvidia. $NVDA $953B EV $AFM.V $1B EV"  
[X Link](https://x.com/FoamOnTheRunway/status/1662197486512128004)  2023-05-26T20:42Z [----] followers, [----] engagements


"Extremist When youre in a hole stop digging . $TGT"  
[X Link](https://x.com/FoamOnTheRunway/status/1662198094254202880)  2023-05-26T20:44Z [----] followers, [--] engagements


"How Pfizer Violated the False Claims Act 🧵 $PFE Count [--] - Fraudulent Presentment Count [--] - Fraud by Express False Certification Count [--] - Fraud by Implied False Certification Count [--] - Fraud in the Inducement How Pfizer Violated the False Claims Act: Count [--] - Fraudulent Presentment Pfizer presented false claims to the government for payment of a product Pfizer never delivered nor ever intended to deliver. Pfizer's invoices sought payment for delivering a safe effective vaccine How Pfizer Violated the False Claims Act: Count [--] - Fraudulent Presentment Pfizer presented false claims to the"  
[X Link](https://x.com/FoamOnTheRunway/status/1662469552511524865)  2023-05-27T14:43Z [----] followers, [---] engagements


"There was effectively no clinical trial Now that they have entered mass production they have had to switch to lower-cost processes e.g. using huge quantities of DNA ." - Dr. Vanessa Schmidt-Krueger This bait and switch in the trial is epic. - Kevin McKernan $PFE Was the Pfizer/BioNTech vaccine clinical trial a bait-and-switch There were [-----] people in the trial but only [---] of them were given doses made with a new manufacturing method ('process 2') that was used to make enough doses to sell around the world. https://t.co/6mBwjyqujD Was the Pfizer/BioNTech vaccine clinical trial a"  
[X Link](https://x.com/FoamOnTheRunway/status/1662818120770424837)  2023-05-28T13:48Z [----] followers, [---] engagements


"The Science says the more shots you get the more likely you are to get the virus👇 "If you're playing a poker game and you look around the table and and can't tell who the sucker is it's you." - Paul Newman $PFE $BNTX $MRNA"  
[X Link](https://x.com/FoamOnTheRunway/status/1666446116051615751)  2023-06-07T14:04Z [---] followers, [--] engagements


""Around $35bn in bonds of the $157bn (HY energy) index could be leaving for IG." -Barclays In this scenario $RIG would become the 2nd largest HY energy credit. But it's already the largest contributor to sector spread and it's not even close. If you want energy you need $RIG"  
[X Link](https://x.com/FoamOnTheRunway/status/1666821338693238788)  2023-06-08T14:55Z [----] followers, 20.5K engagements


"Same logic applies to Apple👇 $AAPL $META @akheriaty Facebook's core business is toast. "The man" f/k/a Mark Zuckerberg is hoping and praying that the $2B acquisition of Oculus in [----] can bail him out. His core competency is now buying elections not adding incremental value for shareholders. @akheriaty Facebook's core business is toast. "The man" f/k/a Mark Zuckerberg is hoping and praying that the $2B acquisition of Oculus in [----] can bail him out. His core competency is now buying elections not adding incremental value for shareholders"  
[X Link](https://x.com/FoamOnTheRunway/status/1667334699314995200)  2023-06-10T00:55Z [----] followers, [---] engagements


"Kevin is now officially on the record. $PFE"  
[X Link](https://x.com/FoamOnTheRunway/status/1669571162274426883)  2023-06-16T05:02Z [----] followers, [--] engagements


"C19 vax study in Denmark found ".the existence of a batch-dependent safety signal for the BNT162b2 vaccine." $BNTX $PFE Scientists have uncovered startling evidence that many of the batches of the Pfizer vaccine deployed in the EU may have been placebos and the regulator knew this and did not subject them to quality-control testing. https://t.co/JB68vOvvkB Scientists have uncovered startling evidence that many of the batches of the Pfizer vaccine deployed in the EU may have been placebos and the regulator knew this and did not subject them to quality-control testing. https://t.co/JB68vOvvkB"  
[X Link](https://x.com/FoamOnTheRunway/status/1674067249508896769)  2023-06-28T14:48Z [----] followers, [----] engagements


"@fkronawitter1 Gross profit down 2% YoY on price increase but volume decline -- pretty much like all the food companies I follow. The stock's down 5% near one year lows on the news. Kroger already called it: food deflation incoming"  
[X Link](https://x.com/FoamOnTheRunway/status/1674074485190987776)  2023-06-28T15:17Z [----] followers, [---] engagements


"Transocean announced a $184M 380-day contract for Equinox which was acquired in the Songa acquistion in [----]. Songa paid $685M for it in [----] and $RIG paid $500M for the Norge in [----]. I estimate Equinox acquisition cost of $450M and book value below $400M now. BVPS $14.18 🚀"  
[X Link](https://x.com/anyuser/status/1674566780956860416)  2023-06-29T23:53Z [----] followers, [----] engagements


"@BR_Kelleran Sorry I figured I should understand this contract better after I saw the market response in both equity and credit. I still dont think people really get it but Ill be quiet"  
[X Link](https://x.com/FoamOnTheRunway/status/1674576295878078465)  2023-06-30T00:31Z [---] followers, [--] engagements


"@TommyDeepwater Thats my estimate of the implied cost for this asset in the Songa acquisition in [----]. Transocean paid $2.4B in total and PP&E was valued at $2.2B for [--] rigs including [--] with similar specs. So Im just guessing $450M implied value for this asset when RIG bought it in 2019"  
[X Link](https://x.com/FoamOnTheRunway/status/1674583764067049476)  2023-06-30T01:00Z [---] followers, [--] engagements


"@TommyDeepwater And RIG paid $500M for the Norge new build that year Less nearly [--] years of depreciation Thats how I estimated that current depreciated book value of the asset is probably sub $400M. Does that make sense And Im further assuming the market value is greater"  
[X Link](https://x.com/FoamOnTheRunway/status/1674585134442643456)  2023-06-30T01:06Z [----] followers, [--] engagements


"Portfolio update: Big bets: $FIL.TO $RIG $PBRA $NGEX.V $AFM.V Biggest mistake: selling $RIG Best decisions: buying it back adding $PBRA $NGEX.V OK but The woods are lovely dark and deep But I have promises to keep And miles to go before I sleep And miles to go before I sleep"  
[X Link](https://x.com/anyuser/status/1674787562010062851)  2023-06-30T14:30Z [----] followers, [----] engagements


"@ShortSightedCap Debt was roughly a third of the financing. This is well below the typical leveraged buyout amount of 50-75%. See proxy for details:"  
[X Link](https://x.com/FoamOnTheRunway/status/1675869201498505217)  2023-07-03T14:08Z [---] followers, [---] engagements


"@churnerofmarket Book value is likely bottoming around there before the earnings cycle begins. Remember this has traded at a significant premium to book value during bull markets historically. I just dont think we should short change your kid"  
[X Link](https://x.com/FoamOnTheRunway/status/1678562227023130624)  2023-07-11T01:19Z [---] followers, [----] engagements


"30 year enterprise value chart for Transocean 38% retracement is $24B or $23 per share given current balance sheet and share count 50% retracement is $31B or $32 per share given current balance sheet and share count $6B of net debt equals $8 per share $RIG"  
[X Link](https://x.com/anyuser/status/1678771535782502400)  2023-07-11T14:21Z [----] followers, 15.8K engagements


"To put the so-called "euphoria" in perspective enterprise value is up 73% since the [----] trough and hasn't even broken out above [----] resistance. $RIG"  
[X Link](https://x.com/FoamOnTheRunway/status/1678777233346035712)  2023-07-11T15:15Z [---] followers, [---] engagements


"@DannydevitosA @intothegossan if I remember correctly"  
[X Link](https://x.com/FoamOnTheRunway/status/1679201034177228801)  2023-07-12T18:49Z [----] followers, [---] engagements


"Hartnett says "buy commodities & EM" GT says come to papa 50% metals & mining: $FIL.TO $NGEX.V $AFM.V $LUN.TO $IE $ADT.AX $CCJ $NXE $PMET.V 40% energy: $RIG $PBR.A $AR"  
[X Link](https://x.com/FoamOnTheRunway/status/1680286883019124737)  2023-07-24T04:34Z [---] followers, [----] engagements


"Pfizer apparently doesnt know its target market. I want to see the company go down in flames for fraud and crimes against humanity. But wasting ad dollars is a start $PFE"  
[X Link](https://x.com/FoamOnTheRunway/status/1681157658500567040)  2023-07-23T13:51Z [---] followers, [---] engagements


"This story is about love. I am not going to give up on these people. Brook Jackson $PFE $BNTX $MRNA"  
[X Link](https://x.com/FoamOnTheRunway/status/1685319689399087104)  2023-07-29T16:58Z [----] followers, [---] engagements


"$PFE $BNTX $MRNA A smart man wrote me in April [----] of the Covid vaccine. He said this will be an incredible disaster creating many years of injury and death discrediting the whole of medicine and government and media leading to mass social distrust and possible political revolution. Life A smart man wrote me in April [----] of the Covid vaccine. He said this will be an incredible disaster creating many years of injury and death discrediting the whole of medicine and government and media leading to mass social distrust and possible political revolution. Life"  
[X Link](https://x.com/FoamOnTheRunway/status/1687191135633178624)  2023-08-03T19:58Z [----] followers, [---] engagements


"Hundreds of billions of dollars could be up for grabs. $AAPL You could always swap wants for needs: $RIG $PBR.A $FIL.TO $NGEX.V $IE $AFM.V $PMET.V $CCJ $NXE"  
[X Link](https://x.com/FoamOnTheRunway/status/1687616872689348611)  2023-08-05T00:09Z [---] followers, [----] engagements


"@jimsimons_yeyo @InvestRoiss The national oil company of Brazil doesnt have a moat The one with virtually unlimited reserves at $30 breakevens Gentlemans bet that $PBR crushes $AMZN performance over the next 5-10 years"  
[X Link](https://x.com/FoamOnTheRunway/status/1687662401460883461)  2023-08-05T03:32Z [---] followers, [---] engagements


"No one was forced to take a vaccine Pfizer says. The pitchforks are coming. $PFE $BNTX $MRNA "No one was forced to take a Vaccine" Pfizer They know whats coming and are desperate to wriggle out. Now they will put the blame on the politicians to save their skins. They know its unravelling. In Britain we all remember those who insisted that people had to be vaccinated to https://t.co/KiiBgelqP8 "No one was forced to take a Vaccine" Pfizer They know whats coming and are desperate to wriggle out. Now they will put the blame on the politicians to save their skins. They know its unravelling. In"  
[X Link](https://x.com/FoamOnTheRunway/status/1687911960233619456)  2023-08-05T19:42Z [----] followers, [----] engagements


"WSJ story on Pfizers downfall fails to mention that its C19 product fails to stop infection and transmission but has caused unprecedented injury and death. It also fails to mention that indemnification from product liability is nullified in event of fraud. $PFE $BNTX"  
[X Link](https://x.com/FoamOnTheRunway/status/1688207142703255552)  2023-08-06T15:15Z [----] followers, [----] engagements


"Contingent liabilities perhaps $PFE"  
[X Link](https://x.com/FoamOnTheRunway/status/1688684345140432898)  2023-08-07T22:51Z [---] followers, [--] engagements


"For the second time in a week. $RIG green in a sea of red. With a nice candle to boot"  
[X Link](https://x.com/FoamOnTheRunway/status/1688988409472356352)  2023-08-08T18:59Z [----] followers, [---] engagements


"The German government comes clean. Q: Does the government have "statistically significant evidence" that the C19 "vaccines" improved health outcomes A: "No the federal government does not have such figures." $PFE $BNTX $MRNA"  
[X Link](https://x.com/FoamOnTheRunway/status/1689021235643158531)  2023-08-08T21:10Z [----] followers, [----] engagements


"Under an Emergency Use Authorization FDA may allow the use of unapproved medical products when there are no adequate approved and available alternatives." Today in court FDA argued ivermectin is a treatment option. Does this invalidate the EUA $PFE $BNTX $MRNA"  
[X Link](https://x.com/FoamOnTheRunway/status/1689117981190844418)  2023-08-09T03:34Z [---] followers, [----] engagements


"Crime against humanity $PFE $BNTX $MRNA Look at the excess mortality in Germanys 30-44 year old Its a crime against humanity https://t.co/TMPzyNPE3s Look at the excess mortality in Germanys 30-44 year old Its a crime against humanity https://t.co/TMPzyNPE3s"  
[X Link](https://x.com/FoamOnTheRunway/status/1689607198169853952)  2023-08-10T11:58Z [----] followers, [----] engagements


"Died Suddenly documentary below $PFE $BNTX $MRNA"  
[X Link](https://x.com/FoamOnTheRunway/status/1690725064076054528)  2023-08-13T14:00Z [---] followers, [--] engagements


"@ICBarrett @ElementaryValue @Ultradeep3 FWIW my posts on $RIG get a lot more attention than any other name but thats been the case for a while. And I think youre resorting to hyperbole but I believe BVPS is $13.57 so $8.60 stock is 0.6x which is admittedly greater than 0.2x"  
[X Link](https://x.com/FoamOnTheRunway/status/1690765477487030272)  2023-08-13T16:41Z [---] followers, [----] engagements


"@nettermike $UNH is a [--] bagger"  
[X Link](https://x.com/FoamOnTheRunway/status/1690771173884518402)  2023-08-13T17:03Z [----] followers, [---] engagements


"Offshore wind is centerpiece of UKs net zero targets. There may not be any bids at the latest auction. Behold The Great Green Leap Forward H/t @ICBarrett"  
[X Link](https://x.com/FoamOnTheRunway/status/1692929712140513777)  2023-08-19T16:01Z [----] followers, [---] engagements


"The nuclear family is the best form of governance known to mankind. - Vivek Ramaswamy Lessons from long ago in a land far away The Russian Effort to Abolish Marriage The Atlantic [----] One of the best pieces every published in The Atlantic is this 97-year-old piece by "A Woman Resident in Russia". In it she described the chaos that resulted when Communists destroyed the institution of marriage. Let's read about what happened when Soviets ruined marriage🧵 https://t.co/lRRY6u7a57 One of the best pieces every published in The Atlantic is this 97-year-old piece by "A Woman Resident in Russia". In"  
[X Link](https://x.com/FoamOnTheRunway/status/1694446623886299355)  2023-08-23T20:28Z [----] followers, [---] engagements


"@DocAhmadMalik He is a paid promoter"  
[X Link](https://x.com/FoamOnTheRunway/status/1695105462512005457)  2023-08-25T16:06Z [----] followers, [--] engagements


"$BP chief echoes India's views on orderly energy transition says oil and gas to continue for decades Reality bites. $PBR $RIG $BP chief echoes India's views on orderly energy transition says oil and gas to continue for decades British energy major BP chief executive Bernard Looney on Saturday echoed India's views on energy transition being just and orderly saying the shift from fossil-based system $BP chief echoes India's views on orderly energy transition says oil and gas to continue for decades British energy major BP chief executive Bernard Looney on Saturday echoed India's views on energy"  
[X Link](https://x.com/FoamOnTheRunway/status/1695480591171649886)  2023-08-26T16:57Z [----] followers, [---] engagements


"@Wallstreet_Baby Where will the cash generated by potential Apple stock sales go"  
[X Link](https://x.com/FoamOnTheRunway/status/1695483771603345566)  2023-08-26T17:10Z [---] followers, [--] engagements


"Private property rights and the rule of law are no longer respected or enforced in California. Lunatics are running the asylum"  
[X Link](https://x.com/FoamOnTheRunway/status/1697481319654257114)  2023-09-01T05:27Z [---] followers, [---] engagements


"The strategic significance of this shift cannot be overstated.👇 Transocean has the best assets in the best sector with the best management team. A fifth of the float is short it's dirt cheap and energy sentiment has turned. Game on. $RIG"  
[X Link](https://x.com/FoamOnTheRunway/status/1697629611134423124)  2023-09-01T15:16Z [---] followers, [----] engagements


"$RIG All of Mohns shares are now registered. Following a debt-for-equity swap earlier this year The Registration Rights Agreement provides that we will file a registration statement registering the resale of all of the registrable securities"  
[X Link](https://x.com/FoamOnTheRunway/status/1698701786650128602)  2023-09-04T14:17Z [----] followers, [----] engagements


"The latest College Free Speech Rankings are out. The enemy is within. h/t @JeninYounesEsq"  
[X Link](https://x.com/FoamOnTheRunway/status/1699517367880188157)  2023-09-06T20:18Z [----] followers, [---] engagements


""The relative performance of energy stocks versus the S&P [---] is now at its lowest level since the early 1900s." And oil is $90. That's it that's the Tweet. $PBR $RIG 🚀"  
[X Link](https://x.com/FoamOnTheRunway/status/1702062358997463238)  2023-09-13T20:51Z [---] followers, [----] engagements


"They say no one rings a bell at the top $AAPL"  
[X Link](https://x.com/FoamOnTheRunway/status/1702079445631377581)  2023-09-13T21:58Z [---] followers, [---] engagements


"@CryptoPaily Hopefully its all Josh Young but I would speculate that its partly hedging the convert and more related to sector pair trades perhaps on the mistaken hope the company would do an equity offering to manage the debt. Bottom line its incremental demand for the shares"  
[X Link](https://x.com/FoamOnTheRunway/status/1702756129443639717)  2023-09-15T18:47Z [---] followers, [--] engagements


"There is a story. Seadrill ordered two new ships in [----] that were hailed as the next evolution of deepwater drilling. The ships were to be built by Daewoo Shipbuilding & Marine Engineering due for delivery in [----]. The contract price was reported to be more than $800 million. Here's the story on how $RIG managed to obtain a $800 million ultra deep water rig for $200 million: https://t.co/gWelKV60I0 Here's the story on how $RIG managed to obtain a $800 million ultra deep water rig for $200 million: https://t.co/gWelKV60I0"  
[X Link](https://x.com/FoamOnTheRunway/status/1703016271846297700)  2023-09-16T12:01Z [----] followers, [---] engagements


"It doesn't matter if Aquila costs $200M or $235M or $250M or $300M all in. The deal is still worth an incremental $0.44 assuming the high end. Incremental is the operative word. Vaya con Dios Charlatans $RIG"  
[X Link](https://x.com/FoamOnTheRunway/status/1703108865141989715)  2023-09-16T18:09Z [---] followers, [----] engagements


"Which do we need more: the new iPhone [--] or oil copper and lithium $PBR $RIG $FIL.TO $NGEX.V $PMET.V $AAPL"  
[X Link](https://x.com/FoamOnTheRunway/status/1703890587194421572)  2023-09-18T21:55Z [---] followers, [--] engagements


"@churnerofmarket The physical market is (see post below). Oil v producers may be explained by hedge fund degrossing (covering oil short selling producer long)"  
[X Link](https://x.com/FoamOnTheRunway/status/1704228615834226877)  2023-09-19T20:18Z [---] followers, [--] engagements


"@seethetrees1 Blue skies smiling at me Nothing but blue skies do I see Bluebirds singing a song Nothing but blue skies from now on - Willie Nelson"  
[X Link](https://x.com/FoamOnTheRunway/status/1704497808521171399)  2023-09-20T14:08Z [---] followers, [--] engagements


"Market update: Los Angeles gross rental yield sub 5% [--] year treasuries 5.4%"  
[X Link](https://x.com/FoamOnTheRunway/status/1704501023111279089)  2023-09-20T14:21Z [---] followers, [----] engagements


"@junkbondinvest Cleary that $250B market cap is about to go up in smoke"  
[X Link](https://x.com/FoamOnTheRunway/status/1705300588953731213)  2023-09-22T19:18Z [---] followers, [--] engagements


"Petrobrahs $PBR Jefferies highlights assets growth governance and valuation. Total return potential exceeds 50% on a one year horizon. Core position"  
[X Link](https://x.com/FoamOnTheRunway/status/1705950874760331611)  2023-09-24T14:22Z [---] followers, [---] engagements


"A house just sold for $3.3M. It was bought for $1.6M in [----]. And it was a liability. The net cash outflow was about $1k/mo and equity IRR is -1% if 20% down 4% mortgage 1.1% property insurance growing 2%/yr maintenance 1% of cost growing 2%/yr 5% sale fee & 25% cap gain"  
[X Link](https://x.com/FoamOnTheRunway/status/1705994980437962789)  2023-09-24T17:17Z [---] followers, [--] engagements


"Hydroxychloroquine may also be used to treat coronavirus (COVID-19) says Mayo. First vitamin D then ivermectin now this. The legal rationale for Emergency Use Authorization is nuked. What are the implications"  
[X Link](https://x.com/FoamOnTheRunway/status/1706055213898137951)  2023-09-24T21:17Z [---] followers, [--] engagements


"Mortgage rates are [--] standard deviations above the [--] year mean versus treasuries. This is a canary in the coal mine for the financial system. Why won't banks lend Liquidity problems Credit problems Collateral values All of the above"  
[X Link](https://x.com/FoamOnTheRunway/status/1706736192119882195)  2023-09-26T18:23Z [---] followers, [--] engagements


"@Ultradeep3 @TommyDeepwater Seems like HY bought the valuation and its pretty easy to get $700-800M valuation with reasonable NPV assumptions. But that probably just means a big dilutive equity offering is coming soon"  
[X Link](https://x.com/FoamOnTheRunway/status/1706811261684781515)  2023-09-26T23:21Z [----] followers, [---] engagements


"Portfolio update: still all-in on commodities but more concentrated in highest conviction ideas Big bets: $PBR $RIG $FIL.TO $NGEX.V Added: $PBR $RIG Reduced: $CCJ $NXE"  
[X Link](https://x.com/FoamOnTheRunway/status/1707799104003481786)  2023-09-29T16:46Z [----] followers, [----] engagements


"Market update: Transocean $RIG Deepwater Aquila return on equity 75% Petrobras $PBR earnings yield 30% all-in price talk for a 5x levered unitranche single-B rated loan 10% BB corporate bonds 7% one month T-bill 5% Apple $AAPL earnings yield 3%. Market update: Los Angeles gross rental yield sub 5% [--] year treasuries 5.4% https://t.co/FFonkzDOM3 Market update: Los Angeles gross rental yield sub 5% [--] year treasuries 5.4% https://t.co/FFonkzDOM3"  
[X Link](https://x.com/FoamOnTheRunway/status/1708872537613173174)  2023-10-02T15:52Z [----] followers, [----] engagements


"Physicians are bound by an ethical and moral duty to do no harm and it is sometimes essential and in the public interest to question public health decisions and government policies. My hero Dr. Kulvinder Kaur. "Ontario regulatory body drops inquest into Covid-critical doctor" "@dockaurG's real crime @LDBildy said was refusing to go along with the 'groupthink'." 1/ https://t.co/mYQwxYyi2m "Ontario regulatory body drops inquest into Covid-critical doctor" "@dockaurG's real crime @LDBildy said was refusing to go along with the 'groupthink'." 1/ https://t.co/mYQwxYyi2m"  
[X Link](https://x.com/anyuser/status/1709927964878709199)  2023-10-05T13:46Z [----] followers, [----] engagements


"The eurodollar market is not pricing in a cut until next June. I'll take the under pivot incoming this year. Exhibit A: Citigroup $C is basically testing Covid panic lows (chart) and Bank of America $BAC is not far behind"  
[X Link](https://x.com/FoamOnTheRunway/status/1709979199396843806)  2023-10-05T17:09Z [----] followers, [---] engagements


"Northrop Grumman Lockheed Martin and General Dynamics had a great day. How about you"  
[X Link](https://x.com/FoamOnTheRunway/status/1711466802142994437)  2023-10-09T19:40Z [----] followers, [---] engagements


"Legal indemnity in question $BNTX $MRNA $PFE H/t @Kevin_McKernan"  
[X Link](https://x.com/FoamOnTheRunway/status/1711857436116885949)  2023-10-10T21:33Z [---] followers, [---] engagements


"To advise booster vaccines is medical incompetence;to continue to do so with the above information is medical negligence which can carry a custodial sentence. All mRNA vaccines must be halted and banned now." - Angus Dalgleish: Professor of Oncology St George's HospitalLondon"  
[X Link](https://x.com/FoamOnTheRunway/status/1712247336192368650)  2023-10-11T23:22Z [---] followers, [----] engagements


"Legal indemnity will be tested $PFE $BNTX $MRNA"  
[X Link](https://x.com/FoamOnTheRunway/status/1712496852162257381)  2023-10-12T15:54Z [---] followers, [---] engagements


"Late Friday bomb from the evil empire: Pfizer. Cut earnings in half on lower C19 drug sales and C19 inventory write-downs. Hey @CDC @FDA no one wants their poison The stock is testing multi-year support in late trading. Just wait until contingent liabilities hit $PFE"  
[X Link](https://x.com/FoamOnTheRunway/status/1712969914552860922)  2023-10-13T23:13Z [----] followers, [----] engagements


"President Gay was inaugurated two weeks ago in what was called a moment of possibility. We can relive the sights sounds and joy of the day in the video below. (7/n)"  
[X Link](https://x.com/FoamOnTheRunway/status/1713022830647157005)  2023-10-14T02:44Z [---] followers, [---] engagements


"The Joint Statement by Harvard Palestine Solidarity Groups on the Situation in Palestine posted within days of the inauguration. The next day Larry Summers wrote In nearly [--] years of Harvard affiliation I have never been as disillusioned and alienated as I am today. (8/n)"  
[X Link](https://x.com/FoamOnTheRunway/status/1713025792534577428)  2023-10-14T02:55Z [---] followers, [---] engagements


"We are your single source of truth according to Jacinda Ardern former Labour Party and current Harvard Fellow. Apparently not according to voters. This is the way"  
[X Link](https://x.com/FoamOnTheRunway/status/1713230606019240144)  2023-10-14T16:29Z [---] followers, [---] engagements


"$RIG 5.58M share block trades at $7.55"  
[X Link](https://x.com/FoamOnTheRunway/status/1713916987523715442)  2023-10-16T13:57Z [----] followers, [----] engagements


"Citigroup report on my basic thesis: "Front-loaded greenflation surging on global industrial policy push with copper/lithium leading amid broader inflation." $FIL.TO $NGEX.V $PMET.V $AFM.V $FWZ.V $PBR $RIG"  
[X Link](https://x.com/FoamOnTheRunway/status/1714277949594304713)  2023-10-17T13:51Z [----] followers, [----] engagements


"New $PFE disclosure raises a simple question. Why now Myocarditis and pericarditis following Pfizer-BioNTech COVID-19 vaccines have occurred most commonly in adolescent males [--] through [--] years of age"  
[X Link](https://x.com/FoamOnTheRunway/status/1714703524129632433)  2023-10-18T18:02Z [---] followers, [---] engagements


""'.the sponsor did not specifically identify the SV40 sequence. it was possible for Health Canada to confirm the presence of the enhancer based on the plasmid DNA sequence submitted by Pfizer against the published SV40 enhancer sequence. Open the floodgates $PFE Health Canada has confirmed the presence of a Simian Virus [--] (SV40) DNA sequence in the Pfizer COVID-19 vaccine which the manufacturer had not previously disclosed. There is debate among scientists with regards to the significance of the finding with some saying it has the https://t.co/DdxsU93H49 Health Canada has confirmed the"  
[X Link](https://x.com/FoamOnTheRunway/status/1715039898313585097)  2023-10-19T16:19Z [----] followers, [---] engagements


"On freedom of speech a short thread 🧵 (1/n)"  
[X Link](https://x.com/FoamOnTheRunway/status/1715722799791403177)  2023-10-21T13:32Z [---] followers, [---] engagements


"Pfizer hid cardiac deaths in the vaccinated Crimes are finally being revealed. See Forensic Analysis of the [--] Subject Deaths in the 6-Month Interim Report of the Pfizer/BioNTech BNT162b2 mRNA Vaccine Clinical Trial $PFE"  
[X Link](https://x.com/FoamOnTheRunway/status/1716113948582576273)  2023-10-22T15:27Z [---] followers, [---] engagements


"The industrial recession is fairly mature. For example global PMI has been below [--] for [--] consecutive months and commodity chemical companies have experienced customer inventory destocking for 3-4 quarters. Ethylene prices are 65% below the [----] peak and near decade lows🔽"  
[X Link](https://x.com/FoamOnTheRunway/status/1716462744839594036)  2023-10-23T14:33Z [---] followers, [---] engagements


"Gentle reminder: the mortgage market is systemic. Household owner equity in real estate is $31T; the 1-4 family residential mortgage market is $14T; and Bank of America just marked its agency MBS book at 77"  
[X Link](https://x.com/FoamOnTheRunway/status/1717251524383199449)  2023-10-25T18:47Z [---] followers, [---] engagements


"Bank deposits fell $129B this week third biggest outflow of the year while Bank of America $BAC and Citi $C closed at new lows. Your move Jay"  
[X Link](https://x.com/FoamOnTheRunway/status/1718018615671419201)  2023-10-27T21:35Z [---] followers, [---] engagements


"Did I hear offshore $RIG $XOM $XOM Guyana says another "significant discovery" made at Stabroek offshore block An appraisal well drilled by a consortium led by Exxon Mobil in Guyana has resulted in a "significant discovery" of oil and gas the South American country's energy ministry said on Thursday. The $XOM Guyana says another "significant discovery" made at Stabroek offshore block An appraisal well drilled by a consortium led by Exxon Mobil in Guyana has resulted in a "significant discovery" of oil and gas the South American country's energy ministry said on Thursday. The"  
[X Link](https://x.com/FoamOnTheRunway/status/1718107259866403187)  2023-10-28T03:27Z [----] followers, [---] engagements


"@Heckler511 Alas I dont have a view on those. Im all in on Transocean because I like the asset base management and financial leverage"  
[X Link](https://x.com/FoamOnTheRunway/status/1718274348472263099)  2023-10-28T14:31Z [----] followers, [---] engagements


"@kerpen The market believes its an earnings problem but if justice prevails it will be a balance sheet problem"  
[X Link](https://x.com/FoamOnTheRunway/status/1719532594789040339)  2023-11-01T01:51Z [---] followers, [--] engagements


"I would like to personally thank the Transocean sellers over the last couple days for giving me an early Christmas gift. $RIG"  
[X Link](https://x.com/anyuser/status/1719734497141514672)  2023-11-01T15:13Z [----] followers, [----] engagements


"My favorite line: we dont know what caused this but we definitely know what didnt $PFE $BNTX $MRNA"  
[X Link](https://x.com/FoamOnTheRunway/status/1720053506852434412)  2023-11-02T12:21Z [---] followers, [---] engagements


"Petrobras technicals in perspective $PBR"  
[X Link](https://x.com/FoamOnTheRunway/status/1720895502160719943)  2023-11-04T20:07Z [----] followers, [---] engagements


"Brazil ETF $EWZ"  
[X Link](https://x.com/FoamOnTheRunway/status/1720895637976453158)  2023-11-04T20:07Z [----] followers, [---] engagements


"Global Energy ETF $IXC"  
[X Link](https://x.com/FoamOnTheRunway/status/1720896298948399186)  2023-11-04T20:10Z [----] followers, [--] engagements


"Patriot Battery Metals technicals in perspective $PMET.V"  
[X Link](https://x.com/FoamOnTheRunway/status/1720901687333019809)  2023-11-04T20:31Z [---] followers, [---] engagements


"Albermarle $ALB"  
[X Link](https://x.com/FoamOnTheRunway/status/1720902734038356470)  2023-11-04T20:35Z [---] followers, [--] engagements


"@rahulga68120395 I bought a fairly small position on the wrong side of the mountain and got my face ripped off. It is cold comfort that the entire sector did too. There may have been a capitulation low a month ago. But Im not a technical analyst and would greatly appreciate any & all thoughts"  
[X Link](https://x.com/FoamOnTheRunway/status/1721213772797456492)  2023-11-05T17:11Z [---] followers, [--] engagements


"Guyana & Suriname: sustained offshore services demand I would add the word higher the the beginning of the sentence $RIG"  
[X Link](https://x.com/FoamOnTheRunway/status/1721632025193644244)  2023-11-06T20:53Z [---] followers, [----] engagements


"@RoyalFlush77777 Transocean owns a third of high spec harsh environment rigs and two-thirds of high spec ultra-deepwater rigs. It is basically the only game in town. There is no substitute. And IOCs have no choice. Time is our friend"  
[X Link](https://x.com/FoamOnTheRunway/status/1721990877151912095)  2023-11-07T20:39Z [---] followers, [---] engagements


"Petrobrahs $PBR 🔥🔥🔥 I love this @RystadEnergy slide. Clearly shows who owns the monster wells and are the technical experts in the industry. $PBR $XOM $SHEL $TTE As a former $CVX employee.Shame #EFT https://t.co/6fSaXForuM I love this @RystadEnergy slide. Clearly shows who owns the monster wells and are the technical experts in the industry. $PBR $XOM $SHEL $TTE As a former $CVX employee.Shame #EFT https://t.co/6fSaXForuM"  
[X Link](https://x.com/FoamOnTheRunway/status/1722399102183551453)  2023-11-08T23:42Z [----] followers, [----] engagements


"The setup: Petrobrahs $PBR Key multi-decade resistance Quarterly MACD positive and trending higher for the first time in nearly two decades 50% retracement = $40"  
[X Link](https://x.com/FoamOnTheRunway/status/1722747034686693545)  2023-11-09T22:44Z [----] followers, [----] engagements


"Barclays is pounding the table on offshore drillers: the next wave of multi-year contract announcements set to begin in 4Q23/1Q24 $VAL $NE $DO $RIG"  
[X Link](https://x.com/anyuser/status/1722978721748148479)  2023-11-10T14:05Z [----] followers, 27.1K engagements


"@Ultradeep3 This is very positive news because it will improve Transoceans relative creditworthiness"  
[X Link](https://x.com/FoamOnTheRunway/status/1723123162119110864)  2023-11-10T23:39Z [---] followers, [---] engagements


"@trashvalue_26 Totally agree on financial leverage difference but would note contracted dayrates are going higher. Snip on average UDW from fleet status report:"  
[X Link](https://x.com/FoamOnTheRunway/status/1723180784209850386)  2023-11-11T03:28Z [----] followers, [--] engagements


"Pfizer stock closed at $34.33 the day Albert shared the joyous news three years ago. It closed at $29.48 on Friday or 14% lower. You sold your soul to the devil and the market is starting to figure out that you and your company have Hell to pay. $PFE"  
[X Link](https://x.com/FoamOnTheRunway/status/1723720375454900274)  2023-11-12T15:12Z [---] followers, [---] engagements


"The shift away from oil and gas looks increasingly more expensive and further out - subtitle to The Path to Green Energy Is Getting Messier in the WSJ today $PBR $RIG"  
[X Link](https://x.com/FoamOnTheRunway/status/1723728680676151757)  2023-11-12T15:45Z [---] followers, [----] engagements


"The drums are getting louder $PFE $MRNA $BNTX"  
[X Link](https://x.com/FoamOnTheRunway/status/1724055666506268842)  2023-11-13T13:24Z [---] followers, [---] engagements


"OK so it's not $500k/day. But now we're talking about talking about it even though "customers are violently opposed to any day rate that starts with a five." Thigpen continued "But it's going to happen Eddie." $RIG $DO $VAL $NE $DO Drillship contract July [----] https://t.co/IIXxK5NCwQ Newer new FSR no dayrates listed or anything so don't get excited. https://t.co/2E7rjK5Axb $RIG $NE $VAL $SDRL https://t.co/K7ubEwARfu $DO Drillship contract July [----] https://t.co/IIXxK5NCwQ Newer new FSR no dayrates listed or anything so don't get excited. https://t.co/2E7rjK5Axb $RIG $NE $VAL $SDRL"  
[X Link](https://x.com/FoamOnTheRunway/status/1724090173070385559)  2023-11-13T15:41Z [----] followers, [----] engagements


"@radog_77 That's because you biked the Andes then restored a large farm No problem. 128% of equity capital -- that is to say levered long"  
[X Link](https://x.com/FoamOnTheRunway/status/1724578951493026064)  2023-11-15T00:03Z [---] followers, [--] engagements


"@mcelarier @BillAckman Nor is it disclosed in the September quarter 13F"  
[X Link](https://x.com/FoamOnTheRunway/status/1726040602842968306)  2023-11-19T00:52Z [---] followers, [---] engagements


"@mcelarier @BillAckman A deal could also benefit Ackmans charitable foundation Pershing Square Foundation which is underwater on its $10 million investment in the Twitter buyout. (Ackman Got His SPARC but Dont Expect Him to Buy Twitter II 10/2/23)"  
[X Link](https://x.com/FoamOnTheRunway/status/1726046439384780868)  2023-11-19T01:15Z [---] followers, [---] engagements


"@_triangulate_ @Edark94 Its like a [--] basis point position. You sound like a CLO PM"  
[X Link](https://x.com/FoamOnTheRunway/status/1726312920777413089)  2023-11-19T18:54Z [---] followers, [--] engagements


"Santas coming $RIG $PBR $XLE Energy surge incoming ⚡ Falling wedge set up with OTM call sweepers hitting the ask in the second half of this week. https://t.co/KnG3t0J3ls $XLE Energy surge incoming ⚡ Falling wedge set up with OTM call sweepers hitting the ask in the second half of this week. https://t.co/KnG3t0J3ls"  
[X Link](https://x.com/FoamOnTheRunway/status/1726313618877407518)  2023-11-19T18:56Z [----] followers, [----] engagements


""The populist revolution against self-perpetuating progressive elites is a global phenomenon." ("Javier Milei Rishi Sunak and the War for the Soul of the West" WSJ)"  
[X Link](https://x.com/FoamOnTheRunway/status/1727031781407470061)  2023-11-21T18:30Z [---] followers, [---] engagements


"@FChristopher17 Its all in the family"  
[X Link](https://x.com/FoamOnTheRunway/status/1727847636022255685)  2023-11-24T00:32Z [---] followers, [---] engagements


"Goldman expects Petrobras to distribute half the market cap to shareholders over the next [--] years which explains why it is my college funding plan. Plus capital appreciation. Petrobrahs $PBR #GS #PETR4 $PBR GOLDMAN: PLANO PETROBRAS 24/28 EM LINHA COM ESPERADO RETIRA PESO DA AO GOLDMAN SACHS PROJETA DIVIDENDOS DE US$40-45 BI DA PETROBRAS EM 2024/28 GOLDMAN: PETROBRAS PODERIA PAGAR US$5-10 BI EM DIVIDENDOS EXTRAS EM 24/28 GOLDMAN V PETROBRAS C/ 'DIVIDEND #GS #PETR4 $PBR GOLDMAN: PLANO PETROBRAS 24/28 EM LINHA COM ESPERADO RETIRA PESO DA AO GOLDMAN SACHS PROJETA DIVIDENDOS DE US$40-45 BI DA"  
[X Link](https://x.com/FoamOnTheRunway/status/1728057252903256378)  2023-11-24T14:25Z [----] followers, [----] engagements


"The new religion will result in a fundamental supply shock. And not just for oil and gas Its inevitable and Im all in"  
[X Link](https://x.com/FoamOnTheRunway/status/1728431250590044373)  2023-11-25T15:11Z [---] followers, [----] engagements


"@ElementaryValue Petrobras Transocean and Vicua are the vast majority of my exposure"  
[X Link](https://x.com/FoamOnTheRunway/status/1728434806294503679)  2023-11-25T15:25Z [---] followers, [--] engagements


"@elonmusk Any comment @tim_cook @apple"  
[X Link](https://x.com/FoamOnTheRunway/status/1728946898890015081)  2023-11-27T01:20Z [---] followers, [---] engagements


"Filo is trading at a significant discount to the secondary offering price paid by the Lundin family and BHP in June. Since then multiple holes support the idea of a continuous mineralization between the Aurora and Bonita Zones. $FIL.TO"  
[X Link](https://x.com/FoamOnTheRunway/status/1729157720731959442)  2023-11-27T15:18Z [---] followers, [---] engagements


"Gold is more than two standard deviations rich to bonds nearly two standard deviations rich to gold stocks one standard deviation rich to oil and half a standard deviation cheap to the S&P. Breakout imminent"  
[X Link](https://x.com/FoamOnTheRunway/status/1729209901766058368)  2023-11-27T18:45Z [---] followers, [---] engagements


"Government weaponizing finance to enforce control. Canada set the precedent. Here we are"  
[X Link](https://x.com/FoamOnTheRunway/status/1729664177940148677)  2023-11-29T00:50Z [---] followers, [---] engagements


"Oil down energy stocks up"  
[X Link](https://x.com/FoamOnTheRunway/status/1730327753340444963)  2023-11-30T20:47Z [---] followers, [---] engagements


"@TommyDeepwater Thanks Tommy. Heres another take on credit risk $RIG credit quality check 1.47% one year default probability [----] unsecured bonds due [----] are trading on top of the BB index spread $RIG credit quality check 1.47% one year default probability [----] unsecured bonds due [----] are trading on top of the BB index spread"  
[X Link](https://x.com/FoamOnTheRunway/status/1730959106209616167)  2023-12-02T14:36Z [----] followers, [----] engagements


"this dangerous alliance of corporate and government power manipulating news and shaping social media platforms through advertising dollars"  
[X Link](https://x.com/FoamOnTheRunway/status/1730970865276481550)  2023-12-02T15:23Z [---] followers, [---] engagements


"More on reverse repo: All the RRP is is excess deadmoney he created recklessly when doing QE-infinity 2020-22. Thus by letting this money buy @SecYellens T-bills with no offset he is explicitly allowing QE to happen RIGHT NOW"  
[X Link](https://x.com/FoamOnTheRunway/status/1730975316481626604)  2023-12-02T15:40Z [---] followers, [---] engagements


"Newsom is kryptonite. He has blown up California. Cc: @dnc"  
[X Link](https://x.com/FoamOnTheRunway/status/1730987228892115161)  2023-12-02T16:28Z [---] followers, [---] engagements


"Transocean. I'm calling it. It's go time. $RIG Transocean valuation in historical perspective. The enterprise value equals a 36% discount to asset value which is [---] standard deviations cheap to the mean premium of 4% since [----]. Reversion to the mean implies roughly $18 per share. $RIG https://t.co/AHenl5uj7q Transocean valuation in historical perspective. The enterprise value equals a 36% discount to asset value which is [---] standard deviations cheap to the mean premium of 4% since [----]. Reversion to the mean implies roughly $18 per share. $RIG https://t.co/AHenl5uj7q"  
[X Link](https://x.com/anyuser/status/1731052259851784675)  2023-12-02T20:46Z [----] followers, 70K engagements


"Check out the volume as Pfizer hits new lows. Investors are finally starting to realize this is a death march. $PFE"  
[X Link](https://x.com/FoamOnTheRunway/status/1731514377428512914)  2023-12-04T03:22Z [----] followers, [---] engagements


"Antisemitism can't be separated from the broader issues of political diversity and identity politics.""  
[X Link](https://x.com/FoamOnTheRunway/status/1732172566335508511)  2023-12-05T22:58Z [---] followers, [---] engagements


"Firing the president will not solve the problem. The board is ultimately responsible"  
[X Link](https://x.com/FoamOnTheRunway/status/1732901444251218088)  2023-12-07T23:14Z [---] followers, [---] engagements


"Pfizer the weight of damming evidence accumulates I will predict this: The FDA will be forced to withdraw the mRNA covid shots because of this study. $PFE"  
[X Link](https://x.com/FoamOnTheRunway/status/1732917529952305590)  2023-12-08T00:18Z [---] followers, [---] engagements


"Timeline cleanse with beauty unity and hope. This is the way"  
[X Link](https://x.com/FoamOnTheRunway/status/1733279161920450784)  2023-12-09T00:15Z [---] followers, [---] engagements


"Goodnight $PFE $BNTX A landmarkstudyhas proven the technology used in the mRNA shots is error-prone the disturbing results show the unintended production of off-target proteins other than the spike protein with an unintended immune response in the human body"  
[X Link](https://x.com/FoamOnTheRunway/status/1733534691192684784)  2023-12-09T17:10Z [---] followers, [---] engagements


"@fear_munger @BedBathBeyond @Overstock Got it thanks very much for elaborating"  
[X Link](https://x.com/FoamOnTheRunway/status/1736122058827043099)  2023-12-16T20:32Z [---] followers, [--] engagements


"Pfizer as Icarus $PFE"  
[X Link](https://x.com/FoamOnTheRunway/status/1736978124318146966)  2023-12-19T05:13Z [---] followers, [---] engagements


"False claims $PFE"  
[X Link](https://x.com/FoamOnTheRunway/status/1736981214471594103)  2023-12-19T05:26Z [---] followers, [---] engagements


"@cactus_cap Im all in on $RIG its nearly a third of my PA. Im assuming $4 downside risk $15-20 base case and $40 upside risk case. $VAL has its supporters but I like management asset quality and financial leverage here"  
[X Link](https://x.com/FoamOnTheRunway/status/1737274563573264804)  2023-12-20T00:51Z [----] followers, [----] engagements


"The ship is taking on water $PFE"  
[X Link](https://x.com/FoamOnTheRunway/status/1737328141260185894)  2023-12-20T04:24Z [---] followers, [---] engagements


"Ladies and gentlemen may I present the President of El Salvador If the US looks like a banana republic and acts like a banana republic"  
[X Link](https://x.com/FoamOnTheRunway/status/1737329579067646334)  2023-12-20T04:30Z [---] followers, [---] engagements


"Pfizer committed clinical trial fraud to induce the FDA to authorize the ineffective and unsafe Covid-19 biologic. Such upstream fraud on the FDA taints every claim for payment by Pfizer under the contracts rendering each claim a violation of the False Claims Act. $PFE"  
[X Link](https://x.com/FoamOnTheRunway/status/1737547699669672041)  2023-12-20T18:57Z [---] followers, [---] engagements


"Has anyone with a very low mortgage rate (say 3% or less) contacted their bank and offered to repay in full at a substantial discount to the principal value Lets call it retail liability management H/t @loneelmcapital"  
[X Link](https://x.com/FoamOnTheRunway/status/1737598241171271701)  2023-12-20T22:17Z [---] followers, [----] engagements


"Take a [--] year fixed at 2.625% with [----] years to maturity. I.e. [----] year duration [---] basis points below market rate. This implies fair value of 39% of principal ((100-(13.7*4.45)/100). The bank is surely not eager to take a [--] point hit so offer a [--] point premium: 50"  
[X Link](https://x.com/FoamOnTheRunway/status/1737616766749290805)  2023-12-20T23:31Z [---] followers, [---] engagements


"@loneelmcapital @Citrini7 Good idea hadn't thought about that. Then you don't have the headache with the bank"  
[X Link](https://x.com/FoamOnTheRunway/status/1737617948263731251)  2023-12-20T23:36Z [---] followers, [--] engagements


"@tomwirth65 @loneelmcapital Great color thank you. I'm surprised it was [--] years at the lows. But that subsequent extension and the ensuing carnage was why I bought mortgage REITs in October [----] -- and got out through sheer luck before the retest of the lows this year"  
[X Link](https://x.com/FoamOnTheRunway/status/1737628630816321886)  2023-12-21T00:18Z [---] followers, [--] engagements


"@tomwirth65 @loneelmcapital If you mean 2020-21 most people who don't live under a rock refinanced unless they couldn't qualify under tight underwriting standards"  
[X Link](https://x.com/FoamOnTheRunway/status/1737639530734456916)  2023-12-21T01:02Z [---] followers, [--] engagements


"Coalition of the Willing 2: Youre Welcome America The Houthis fucked around and now are finding out https://t.co/DDlWR6P7hM The Houthis fucked around and now are finding out https://t.co/DDlWR6P7hM"  
[X Link](https://x.com/FoamOnTheRunway/status/1737650916390817882)  2023-12-21T01:47Z [----] followers, [---] engagements


"Absolutely damning thread assessing Pfizers final vax study reports. The shot you took was never tested but was poison. Pfizer has known this all along. False claims. $PFE"  
[X Link](https://x.com/FoamOnTheRunway/status/1737871989426307330)  2023-12-21T16:25Z [---] followers, [---] engagements


""Cheating plagiarizing or misrepresenting the ideas or language of someone else as ones own falsifying data or any other instance of academic dishonesty violates. the standards of the wider world of learning and affairs." Is "honor" still a core value in the world"  
[X Link](https://x.com/FoamOnTheRunway/status/1737882450997768505)  2023-12-21T17:07Z [---] followers, [---] engagements


"Looks like Coalition of the Willing Part [--] is dwindling. Time to call Palau and Tonga. $ZIM FRENCH HAVE PULLED OUT FROM NAVAL COALITION FRENCH CONVOYING THEIR OWN VESSELS CMA CGM BEING ESCORTED BY FRENCH NAVY Great scoop from @johnkonrad and @mercoglianos FRENCH HAVE PULLED OUT FROM NAVAL COALITION FRENCH CONVOYING THEIR OWN VESSELS CMA CGM BEING ESCORTED BY FRENCH NAVY Great scoop from @johnkonrad and @mercoglianos"  
[X Link](https://x.com/anyuser/status/1737987319540654328)  2023-12-22T00:04Z [--] followers, [----] engagements


"The crisis spreads. Now India and risks rising at Strait of Gibraltar. $ZIM"  
[X Link](https://x.com/FoamOnTheRunway/status/1738580162864984366)  2023-12-23T15:19Z [---] followers, [----] engagements


"They shall soon await the closure of the Mediterranean Sea (the Strait of) Gibraltar and other waterways Tasnim quoted Brigadier General Mohammad Reza Naqdi coordinating commander of the Guards as saying"  
[X Link](https://x.com/FoamOnTheRunway/status/1738594960583336246)  2023-12-23T16:18Z [---] followers, [--] engagements


"@CuiBonoCapital Cali down the road from the beast below and a lot colder than Costa Rica. For what its worth I talked on the beach with a surfer who just got back from a trip to El Salvador. She said it was going off. Go big or go home https://t.co/QOJWT0Jwi7 Go big or go home https://t.co/QOJWT0Jwi7"  
[X Link](https://x.com/FoamOnTheRunway/status/1739749980913758376)  2023-12-26T20:48Z [----] followers, [--] engagements


"Pfizer $PFE Pfizer sequence from @Kevin_McKernan et al. has two 99.7% matches (1761 and [---] bp) with the ALPHA HERPES VIRUS two 100% matches with SV40 (291 and [---] bp) and a 100% match with [---] bp of Human Mitochondrion. + promoters are upstream of antibiotic resistance *and* spike genes. https://t.co/9NcLzhu1eq Pfizer sequence from @Kevin_McKernan et al. has two 99.7% matches (1761 and [---] bp) with the ALPHA HERPES VIRUS two 100% matches with SV40 (291 and [---] bp) and a 100% match with [---] bp of Human Mitochondrion. + promoters are upstream of antibiotic resistance *and* spike genes."  
[X Link](https://x.com/FoamOnTheRunway/status/1740840113587028314)  2023-12-29T21:00Z [---] followers, [---] engagements


"Evidence of intent to harm. $PFE Pfizer sequence from @Kevin_McKernan et al. has two 99.7% matches (1761 and [---] bp) with the ALPHA HERPES VIRUS two 100% matches with SV40 (291 and [---] bp) and a 100% match with [---] bp of Human Mitochondrion. + promoters are upstream of antibiotic resistance *and* spike genes. https://t.co/9NcLzhu1eq Pfizer sequence from @Kevin_McKernan et al. has two 99.7% matches (1761 and [---] bp) with the ALPHA HERPES VIRUS two 100% matches with SV40 (291 and [---] bp) and a 100% match with [---] bp of Human Mitochondrion. + promoters are upstream of antibiotic resistance *and*"  
[X Link](https://x.com/FoamOnTheRunway/status/1741488872444641321)  2023-12-31T15:57Z [----] followers, [---] engagements


"Oil is roughly one standard deviation cheap to gold and stocks. WTI futures net spec positioning is near decade lows. XLE shares outstanding fell nearly 10% last year. And there's news in the Middle East. Happy New Year. #OOTT #EFT"  
[X Link](https://x.com/FoamOnTheRunway/status/1741899803808981292)  2024-01-01T19:10Z [---] followers, [----] engagements


"$ZIM Let the games begin Shorts are desperately hoping for a backtest but longs understand that its trading at half of cash & equivalents its about to generate cash its the best hedge on the Red Sea issue and the company has a formulaic and generous dividend policy. This could get interesting. $ZIM https://t.co/wSQMa89QDI This could get interesting. $ZIM https://t.co/wSQMa89QDI"  
[X Link](https://x.com/FoamOnTheRunway/status/1742951205578629325)  2024-01-04T16:48Z [----] followers, [----] engagements


"$ZIM basically closing at the highs on 4x average daily volume. Risk management is getting tricky for the shorts. What if the company issues a press release on earnings or dividends How many shares are still short Where will the price go if another 10% cover How about half $ZIM Let the games begin Shorts are desperately hoping for a backtest but longs understand that its trading at half of cash & equivalents its about to generate cash its the best hedge on the Red Sea issue and the company has a formulaic and generous dividend policy. https://t.co/xvWYdaDiQk $ZIM Let the games begin Shorts"  
[X Link](https://x.com/FoamOnTheRunway/status/1743015980052472182)  2024-01-04T21:06Z [----] followers, [----] engagements


"Vaccinated Deaths in Pfizers COVID Vaccine Clinical Trial Not Disclosed to FDA with EUA Data $PFE 🚨PFizer COVERUP🚨 Pfizer.was.informed of two additional deaths in the BNT162b2 arm of the trial well before the EUA data cut-off datePfizer. did not disclose those deaths to the FDA. If the deaths had been disclosed in the EUA submission they would have shown that the 🚨PFizer COVERUP🚨 Pfizer.was.informed of two additional deaths in the BNT162b2 arm of the trial well before the EUA data cut-off datePfizer. did not disclose those deaths to the FDA. If the deaths had been disclosed in the EUA"  
[X Link](https://x.com/anyuser/status/1743168029528363390)  2024-01-05T07:10Z [--] followers, [---] engagements


"Jacinda Ardern who declared herself to be the single source of truth just got married. Recall The Telegraph: in any rational world shed be getting a fair trial three months solitary on bread and water and a firing squad. Telegraph: Ardern was a Covid tyrant and hypocrite her damehood is a travesty For the pointless ruin this posturing lightweight did to her country in any rational world shed be getting a fair trial three months solitary on bread and water and a firing squad cc:@Harvard Telegraph: Ardern was a Covid tyrant and hypocrite her damehood is a travesty For the pointless ruin this"  
[X Link](https://x.com/FoamOnTheRunway/status/1746215895440183545)  2024-01-13T17:01Z [---] followers, [---] engagements


"@MugsLuck Sold out means 12% upside to Barclays price target and 100% downside to Davids. $RIG * Worse results than when I first started following them * Share count is up * They had [--] years of heavy losses Yet somehow shares defied gravity so hard. I still think this one is going to zero. https://t.co/4oYVj7EOR3 $RIG * Worse results than when I first started following them * Share count is up * They had [--] years of heavy losses Yet somehow shares defied gravity so hard. I still think this one is going to zero. https://t.co/4oYVj7EOR3"  
[X Link](https://x.com/FoamOnTheRunway/status/1746259233912541447)  2024-01-13T19:53Z [---] followers, [---] engagements


"Groupthink Covid hysteria is the same chart. Taylor Swift will be the same chart The Mag [--] too Why is society so prone to groupthink Have we lost the capacity to think independently Is social media amplifying certain messages Are there strong incentives to comply The rise and fall of a moral panic: https://t.co/1uEZxt8C6Q The rise and fall of a moral panic: https://t.co/1uEZxt8C6Q"  
[X Link](https://x.com/FoamOnTheRunway/status/1746560645108236450)  2024-01-14T15:51Z [---] followers, [----] engagements


"@AarushP1 The call option on dayrates and rigs employed and the attendant operating and financial leverage in an upside scenario"  
[X Link](https://x.com/FoamOnTheRunway/status/1746635396405223782)  2024-01-14T20:48Z [----] followers, [--] engagements


"@AarushP1 No they are assuming 10-15% growth rate on consensus [----] EBITDA estimate which excludes a large share of Transoceans total fleet and is fairly consistent with current dayrates"  
[X Link](https://x.com/anyuser/status/1746637274291593713)  2024-01-14T20:55Z [--] followers, [---] engagements


"VOTER PARTICIPATION: Trump won the Iowa caucus yesterday in a "landslide" victory with just [-----] votes or 7% of eligible voters. Government will operate for special interests subsidized by the rest of society unless and until more people vote. Apathy is killing democracy. VOTER PARTICIPATION is the problem. Kuehl won the [----] District [--] election in a landslide - with just 16% of eligible voters. Only 22% of eligible voters participated. Obviously 16% is not a mandate but it gave her the power to hold the county hostage for her own selfish ends. VOTER PARTICIPATION is the problem. Kuehl won"  
[X Link](https://x.com/anyuser/status/1747292286457979144)  2024-01-16T16:18Z [--] followers, [---] engagements


"Patriot Battery Metals update $PMET.V The elephant left the room $ALB Patriot Battery Metals technicals in perspective $PMET.V https://t.co/Atny4bf3uB Patriot Battery Metals technicals in perspective $PMET.V https://t.co/Atny4bf3uB"  
[X Link](https://x.com/FoamOnTheRunway/status/1747807445127405756)  2024-01-18T02:25Z [----] followers, [---] engagements


"A magnificent defense of individual liberty and the free market economy Niall Ferguson on Mileis speech at WEF below in English Milei's [----] Davos talk directly translated to English by AI (by heygen) in his own accent. Better than the dubbed version imo. https://t.co/8OAGELuqxl Milei's [----] Davos talk directly translated to English by AI (by heygen) in his own accent. Better than the dubbed version imo. https://t.co/8OAGELuqxl"  
[X Link](https://x.com/FoamOnTheRunway/status/1747967630139592716)  2024-01-18T13:02Z [----] followers, [---] engagements


"@DrJuliePonesse Javier Milei spoke eloquently about this yesterday in Davos Milei's [----] Davos talk directly translated to English by AI (by heygen) in his own accent. Better than the dubbed version imo. https://t.co/8OAGELuqxl Milei's [----] Davos talk directly translated to English by AI (by heygen) in his own accent. Better than the dubbed version imo. https://t.co/8OAGELuqxl"  
[X Link](https://x.com/FoamOnTheRunway/status/1748009998461153491)  2024-01-18T15:50Z [----] followers, [--] engagements


"The S&P just hit a new all-time high and rate cuts are about to make the T-bill carry trade less attractive. FOMO breakout or double top JUST IN 🚨: S&P [---] Soars to a New All-Time High $SPX takes out its previous high of [-------] from Jan [--] [----] https://t.co/5AzuDlZO4B JUST IN 🚨: S&P [---] Soars to a New All-Time High $SPX takes out its previous high of [-------] from Jan [--] [----] https://t.co/5AzuDlZO4B"  
[X Link](https://x.com/FoamOnTheRunway/status/1748460899747459512)  2024-01-19T21:42Z [----] followers, [---] engagements


"Government policy over the last several years has destroyed traditional sources of meaning like God family and country. This was intentional. (1/2) On the decline: patriotism religion family values community On the rise: greed https://t.co/FfekHLRdLX On the decline: patriotism religion family values community On the rise: greed https://t.co/FfekHLRdLX"  
[X Link](https://x.com/FoamOnTheRunway/status/1748725042102337894)  2024-01-20T15:11Z [---] followers, [----] engagements


"It was part of a larger effort to move toward collectivism. Javier Milei spoke eloquently about it this week in a seminal speech delivered in the lions den: the World Economic Forum in Davos. Viva la libertad carajo (2/2) Milei's [----] Davos talk directly translated to English by AI (by heygen) in his own accent. Better than the dubbed version imo. https://t.co/8OAGELuqxl Milei's [----] Davos talk directly translated to English by AI (by heygen) in his own accent. Better than the dubbed version imo. https://t.co/8OAGELuqxl"  
[X Link](https://x.com/FoamOnTheRunway/status/1748726884236509461)  2024-01-20T15:19Z [---] followers, [---] engagements


"Escondida generates $4-5B of unlevered free cash flow annually with an estimated 40+year mine life. Filo is compared to it and is valued at half of one year's worth of Escondida's free cash flow. $FIL.TO Weekly copper drilling highlights incl. $FIL.TO to scale https://t.co/AKyE3kFG9w Weekly copper drilling highlights incl. $FIL.TO to scale https://t.co/AKyE3kFG9w"  
[X Link](https://x.com/FoamOnTheRunway/status/1750959741814382820)  2024-01-26T19:11Z [----] followers, [---] engagements


"My son said all the girls want the Chiefs. I asked why. Because of Taylor Swift he replied"  
[X Link](https://x.com/FoamOnTheRunway/status/1751749398181347389)  2024-01-28T23:29Z [----] followers, [---] engagements


"1.4M of volume traded in Filo in the last five minutes. Coincidentally "Amplify ETFs Completes Acquisition to Reach $9.1 Billion AUM Across [--] ETFs." The acquisition includes $SILJ which owns [-------] shares of Filo per Bloomberg. $FIL.TO"  
[X Link](https://x.com/FoamOnTheRunway/status/1752086442556432582)  2024-01-29T21:48Z [----] followers, [----] engagements


"Taylor Swift made the Chiefs win - 6th grade girl randomly at recess"  
[X Link](https://x.com/FoamOnTheRunway/status/1752516932652408884)  2024-01-31T02:19Z [----] followers, [---] engagements


"The annual financial burden of cancer care exceeds $200B and revenue from cancer drugs exceeds $100B. Put differently cancer is a cash cow for the healthcare industry. Repurposed generic drugs might save people but would kill the cow. .@Covid19Critical just announced a major study of the use of ivermectin and repurposed drugs for cancer. [---] patients. Five clinics. Hope. https://t.co/CV0Gswf0TV .@Covid19Critical just announced a major study of the use of ivermectin and repurposed drugs for cancer. [---] patients. Five clinics. Hope. https://t.co/CV0Gswf0TV"  
[X Link](https://x.com/FoamOnTheRunway/status/1753866576938545372)  2024-02-03T19:42Z [----] followers, [---] engagements


"Meanwhile the mRNA delivery mechanism is toxic and the C19 vax contains SV40 a carcinogen. Coincidentally cancer care is a rapidly growing annuity (+12%) for the healthcare industrial complex👇 Do you think they will support using repurposed generic drugs to cure cancer Week [--] [----] Excess Cancer Mortality Update UCoD = 5.9% novel CAGR = 1.8% MCoD = 8.3% (Excess Attributions = 312/wk) Ages 0-54 Excess Cancer Mortality = 24.9% BLS PPI-Treatment (Constant Dollars) = 11.7% ACS Annual Cases (EOY 2023) = 12.7% https://t.co/5wgwvlJak4 Week [--] [----] Excess Cancer Mortality Update UCoD = 5.9% novel CAGR"  
[X Link](https://x.com/FoamOnTheRunway/status/1753884518833074189)  2024-02-03T20:53Z [----] followers, [---] engagements


"@CliffEngleLtd Risk management is critical. I sized the position on the assumption of a $4 downside case. Base case assumption is $15-20 upside risk $30-40. Its a most compelling risk-reward skew and I have sized it accordingly. I also assume the cycle will take years👇 Transocean valuation in historical perspective. The enterprise value equals a 36% discount to asset value which is [---] standard deviations cheap to the mean premium of 4% since [----]. Reversion to the mean implies roughly $18 per share. $RIG https://t.co/AHenl5uj7q Transocean valuation in historical perspective. The enterprise"  
[X Link](https://x.com/FoamOnTheRunway/status/1755756256848138718)  2024-02-09T00:51Z [----] followers, [--] engagements


"@Richard89022768 @contrarian8888 I dont have a view on $NOL.OL but will open it up to others who may @Ultradeep3 @TommyDeepwater @MugsLuck @GrtMarc @James56487175 @Alpaca_Capital"  
[X Link](https://x.com/FoamOnTheRunway/status/1755810960357666984)  2024-02-09T04:28Z [----] followers, [---] engagements


"Inflation comes in hot. Oil is up. And energy stocks get wrecked. Can someone please explain this to me like I'm five"  
[X Link](https://x.com/anyuser/status/1757426125935124730)  2024-02-13T15:26Z [----] followers, 74.2K engagements


"CPI came in hot due to a lagging indicator. Truflation is 1.4%. CPI: "The shelter index. was the largest factor in the monthly increase in the index." Zumper: Rent prices were "flat over last month. Prices are decreasing more rapidly across the Sun Belt.""  
[X Link](https://x.com/FoamOnTheRunway/status/1757433388108263604)  2024-02-13T15:55Z [----] followers, [---] engagements


"@SajKarsan @calvinfroedge I get that but cash flow is rising due to higher oil price and its a relatively short duration asset"  
[X Link](https://x.com/FoamOnTheRunway/status/1757499026919068045)  2024-02-13T20:16Z [----] followers, [---] engagements


"Anyone have a view on Century Casinos $CNTY Market cap $92M Cash $189M (September)"  
[X Link](https://x.com/FoamOnTheRunway/status/1757600527674912829)  2024-02-14T02:59Z [----] followers, [---] engagements


"This is exactly why Gruber and Krause quit👇 Peter Marks Xavier Becerra Joe Biden and the entire Covid apparatus run by the NSC are responsible. They could never credibly say it was safe but still mandated it. Gross negligence at best. They must be held accountable. 🚨@US_FDA scientists warned their colleagues about the dangers of rushing COVID-19 vaccine approval. The FDA ignored the warning dismissed the scientists and went forward with accelerated approval anyways. Days later the Biden Admin mandated the vaccine. https://t.co/f2nU2kPGzj 🚨@US_FDA scientists warned their colleagues about"  
[X Link](https://x.com/FoamOnTheRunway/status/1758256413430964600)  2024-02-15T22:26Z [----] followers, [---] engagements

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