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# ![@amadeopanoptes Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::882046709064491009.png) @amadeopanoptes Panoptes

Panoptes posts on X about $bcic, $fssl, $hfro, $earn the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::882046709064491009/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::882046709064491009/c:line/m:interactions.svg)

- [--] Week [---] -33%
- [--] Month [-----] -57%
- [--] Months [------] +41%
- [--] Year [------] -10%

### Mentions: [--] [#](/creator/twitter::882046709064491009/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::882046709064491009/c:line/m:posts_active.svg)

- [--] Week [--] +29%
- [--] Month [--] -29%
- [--] Months [---] +85%
- [--] Year [---] +28%

### Followers: [---] [#](/creator/twitter::882046709064491009/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::882046709064491009/c:line/m:followers.svg)

- [--] Week [---] -0.44%
- [--] Month [---] +0.22%
- [--] Months [---] +3.70%
- [--] Year [---] +21%

### CreatorRank: undefined [#](/creator/twitter::882046709064491009/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::882046709064491009/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  12.87% [stocks](/list/stocks)  6.93% [cryptocurrencies](/list/cryptocurrencies)  1.98% [social networks](/list/social-networks)  0.99% [technology brands](/list/technology-brands)  0.99% [premier league](/list/premier-league)  0.99%

**Social topic influence**
[$bcic](/topic/$bcic) 19.8%, [$fssl](/topic/$fssl) #1, [$hfro](/topic/$hfro) 13.86%, [$earn](/topic/$earn) 7.92%, [$wlkp](/topic/$wlkp) 7.92%, [$gecc](/topic/$gecc) 6.93%, [$fsk](/topic/$fsk) #1, [$fsco](/topic/$fsco) #1, [$oxlc](/topic/$oxlc) 4.95%, [art](/topic/art) 3.96%

**Top accounts mentioned or mentioned by**
[@ibladesi](/creator/undefined) [@gardinerisland](/creator/undefined) [@michaelformanfs](/creator/undefined) [@yenoms](/creator/undefined) [@mikevranos](/creator/undefined) [@ragingventures](/creator/undefined) [@coxcapitalptnrs](/creator/undefined) [@youtube](/creator/undefined) [@indianndon](/creator/undefined) [@dollarbill100](/creator/undefined) [@web3brian](/creator/undefined) [@iamhammed](/creator/undefined)

**Top assets mentioned**
[FS KKR Capital Corp. Common Stock (FSK)](/topic/$fsk) [Eagle Point Income Company Inc. (EIC)](/topic/$eic) [Saba Capital Income & Opportunities Fund (BRW)](/topic/$brw) [Rithm Capital Corp. (RITM)](/topic/$ritm) [EAGLE POINT CREDIT COMPANY INC. (ECC)](/topic/$ecc)
### Top Social Posts
Top posts by engagements in the last [--] hours

"at $bcic Dean Kehler on the board puking shares at 11.7-11.98 because he screwed up tendering shares what a total clown show-and probably indicative of general oversite and credit underwritingboard with good looking bios just clipping paychecks that cant block and tackle"  
[X Link](https://x.com/anyuser/status/2006781760143815078)  2026-01-01T17:37Z [---] followers, [--] engagements


"Looks like the @MichaelFormanFS family of public companies has a venereal disease $fsk $fssl $fsco your only hope is they know they are not smart enough to take concentrated positions this guys collective discount to NAV could fund a tier [--] art museum or feed cats he does both"  
[X Link](https://x.com/anyuser/status/2015923494878417167)  2026-01-26T23:03Z [---] followers, [---] engagements


"@iBladesi @GardinerIsland Yeah what is that about CLO equity has been a widowmaker and maybe it should be $eic up in stack a bit so a little more interesting upcoming book value prints will be interesting"  
[X Link](https://x.com/amadeopanoptes/status/2010008217108222386)  2026-01-10T15:17Z [---] followers, [--] engagements


"Yeah they are black box but $brw and $saba are starting to get more interesting always hard to tell but if I had to guess hedges just smoking NAV vs anything fundamentally wrong in say the insurance position the CEFs also remain grossly underlevered you could do much worse then riding with Weinstein and Kazarian over time those guys are winners The player of the inner game comes to value the art of relaxed concentration above all other skills; he discovers a true basis for self-confidence; and he learns that the secret to winning any game lies in not trying too hard.(credit to Tim Galloway) I"  
[X Link](https://x.com/anyuser/status/2002513671009022042)  2025-12-20T22:57Z [---] followers, [---] engagements


"Both $saba and $brw have a black box element that being said they are our friends and interests are aligned there has been some NAV erosion but that probably doesnt continue until zero management is too smart for that the entities are under levered -winners win 🏆"  
[X Link](https://x.com/anyuser/status/2009740977557192736)  2026-01-09T21:36Z [---] followers, [---] engagements


"Hey @MichaelFormanFS I am curious if you have any thoughts @coxcapitalptnrs $fsk $fsco $fssl"  
[X Link](https://x.com/anyuser/status/2018350525708677160)  2026-02-02T15:47Z [---] followers, [---] engagements


"Extremely ugly in CLO equity land dont argue with the market @iBladesi"  
[X Link](https://x.com/amadeopanoptes/status/2021337873916764607)  2026-02-10T21:37Z [---] followers, [---] engagements


"Sometimes the bottom is zero"  
[X Link](https://x.com/amadeopanoptes/status/2021340004828733793)  2026-02-10T21:46Z [---] followers, [--] engagements


"Interesting $hfro @GardinerIsland still a heaping smoldering pile of 💩but maybe a little whip cream cant hurt https://www.nexpointassetmgmt.com/highland-opportunities-and-income-fund-hfro-announces-tender-offer-for-common-shares-in-exchange-for-up-to-100-million-in-preferred-shares/ https://www.nexpointassetmgmt.com/highland-opportunities-and-income-fund-hfro-announces-tender-offer-for-common-shares-in-exchange-for-up-to-100-million-in-preferred-shares/"  
[X Link](https://x.com/amadeopanoptes/status/1861057297620824334)  2024-11-25T14:40Z [---] followers, [---] engagements


"What was the bullish signal for $BRW and $saba It was CEF connect taking them off the database and Axel Merk attempting to use Saba as a case study why his fund didnt suck-oops then his people tried to outsmart the Saba dignitarieschoices have consequences"  
[X Link](https://x.com/amadeopanoptes/status/1861794032789139745)  2024-11-27T15:27Z [---] followers, [---] engagements


"Some [--] thoughts [--]. Certainly an inflection year for $hfro could go either way the offer to shareholders now is 💩 [--]. Can Mark Vranos @MikeVranos get his $earn over to CLO land with clowns Lenny and George running it into the ground two guys always trying to catch a falling piano probably but god these guys suck big time more to come and my research will cut deeper [--]. Likely $Saba and $BRW continue to be great overall portfolio hedges and continue with steady payout homes and will be the best run CEFs in the market highly likely a clear threat to status quo to succubus managers which is why"  
[X Link](https://x.com/amadeopanoptes/status/1872014571277599210)  2024-12-25T20:20Z [---] followers, [---] engagements


"Fat slob Larry did not disappoint with $earn kind of a funny ticker since management is the only one earning as they continue to incinerate my shareholder equity I can only blame myself this clock may never be right"  
[X Link](https://x.com/amadeopanoptes/status/1900637863600910398)  2025-03-14T19:59Z [---] followers, [---] engagements


"Just keep in mind $fssl FS power and energy holders have been blocked from selling unless it was a secondary since March [------] all the grandmas retirees @MichaelFormanFS ripped off on this dumpster fire wont even remember they own or their estate cumulative total return -14.86% https://twitter.com/i/web/status/1916481737674105271 https://twitter.com/i/web/status/1916481737674105271"  
[X Link](https://x.com/amadeopanoptes/status/1916481737674105271)  2025-04-27T13:17Z [---] followers, [---] engagements


"Game over $hfro"  
[X Link](https://x.com/amadeopanoptes/status/1922748499906408911)  2025-05-14T20:18Z [---] followers, [---] engagements


"Looks like $hfro just languishes in perpetuity and I am a prisoner in Donderos kingdom its fitting that I tout the power of the Pantopticon prison structure and I myself am the prisoner"  
[X Link](https://x.com/amadeopanoptes/status/1945202040902135857)  2025-07-15T19:21Z [---] followers, [---] engagements


"Their is a new CEF on the horizon $fssl it has a long and dark history people who entrusted @MichaelFormanFS get to see light for the first time in a long time after being held captive in his fee generating asset machine for many years"  
[X Link](https://x.com/amadeopanoptes/status/1950545046484230562)  2025-07-30T13:12Z [---] followers, [---] engagements


"Boaz Weinstein has filed on $hfro this is going to be so much fun I wont @ Mr Weinstein bc I just want to let the man cook"  
[X Link](https://x.com/amadeopanoptes/status/1952381335537844632)  2025-08-04T14:49Z [---] followers, [----] engagements


"One extremely encouraging thing is I sense some skepticism around $hfro and that has merits but when THE GUY lays down this kind of wood and continues to build a pyramid to the heavens you best be moving the same directionsometimes you cant own enoughslow then fastzero to 1"  
[X Link](https://x.com/amadeopanoptes/status/1953074365072863663)  2025-08-06T12:43Z [---] followers, [---] engagements


"Will Ted Goldthorpe be considered friend of foe $ptmn it all sounded a touch juvenile on the call today will see if ex-Apollo and GS SSG is another Jody LaNassa or if he actually wins for investors/partners its early we stand by in the last row in the cheap seats with a bag on"  
[X Link](https://x.com/amadeopanoptes/status/1953882170759553290)  2025-08-08T18:13Z [---] followers, [---] engagements


"Perhaps the bottom is in $oxlc @GardinerIsland @iBladesi could it be"  
[X Link](https://x.com/amadeopanoptes/status/1953887596897349765)  2025-08-08T18:34Z [---] followers, [---] engagements


"Now we know there was a guy packing heat in the room 😉 the rerate is underway there are only a few ways out for management THE GUY has arrived $hfro"  
[X Link](https://x.com/amadeopanoptes/status/1953905871114682693)  2025-08-08T19:47Z [---] followers, [---] engagements


"So from June to July $oxlc grew share count but bought back stock in late July early aug @ [----] @iBladesi @GardinerIsland does it go out faster then it comes in Share count in press release would have been helpful"  
[X Link](https://x.com/amadeopanoptes/status/1956026040767193491)  2025-08-14T16:12Z [---] followers, [---] engagements


"@iBladesi @GardinerIsland Yes will be interesting if ECC and CCIF join buyback party EIC did"  
[X Link](https://x.com/amadeopanoptes/status/1956041239557452030)  2025-08-14T17:12Z [---] followers, [--] engagements


"Teddy Goldthorpe I sure hope I am not chasing misprinted lies $ptmn or is it Theodore Thou shall not betray shareholders"  
[X Link](https://x.com/amadeopanoptes/status/1957477713477857752)  2025-08-18T16:20Z [---] followers, [---] engagements


"Very quietly $hfro at [--] week highs as Mr. Weinstein prepares I think they made a movie about this"  
[X Link](https://x.com/amadeopanoptes/status/1958964712172925252)  2025-08-22T18:49Z [---] followers, [---] engagements


"So you take a look at Teddy Goldthorpe he wants to create a AUM machine just like Leon Black and James Dondero both rotten both built machines-Theodore likes golf and he likes rolling up public companies my bet is simple he has to get off to a good start $bcic"  
[X Link](https://x.com/amadeopanoptes/status/1960116731269267839)  2025-08-25T23:07Z [---] followers, [---] engagements


"Teddy honey badger goldthorpe off to a real slow start here $bcic"  
[X Link](https://x.com/amadeopanoptes/status/1960416923348558112)  2025-08-26T18:59Z [---] followers, [---] engagements


"Theodore teddy honey badger goldthorpe $bcic The Crazy Nastyass Honey Badger (original narration by Randall) via @YouTube https://youtu.be/4r7wHMg5Yjgsi=7GrF_zwWQmc9e5Gc https://youtu.be/4r7wHMg5Yjgsi=7GrF_zwWQmc9e5Gc"  
[X Link](https://x.com/amadeopanoptes/status/1960734137016348682)  2025-08-27T16:00Z [---] followers, [---] engagements


"@GardinerIsland So he is just going to build a giant AUM machine be interesting if he ever gets credit for it or if it all just is too noisyit all makes me continue to really like adding to their prefs on weakness-long long way from the NRZ days"  
[X Link](https://x.com/amadeopanoptes/status/1963564545991217670)  2025-09-04T11:27Z [---] followers, [---] engagements


"Ugly book value print out of ECC range of 7.06-7.16 down from 7.44-7.54 not great for $oxlc $earn and the other clo equity CEF cohorts @iBladesi @GardinerIsland"  
[X Link](https://x.com/amadeopanoptes/status/1965437329612603747)  2025-09-09T15:29Z [---] followers, [---] engagements


"Yo Teddy honey badger everyone wants to eat few are willing to hunt $bcic better keep that nav steady"  
[X Link](https://x.com/amadeopanoptes/status/1966581557591785515)  2025-09-12T19:15Z [---] followers, [---] engagements


"I asked ai to generate a video image of $rpt management"  
[X Link](https://x.com/amadeopanoptes/status/1966583583604142272)  2025-09-12T19:23Z [---] followers, [---] engagements


"Theodore Goldthorpe has a lot going on [--]. $bcic merger which unless he starts buying in stock is 💩 [--]. $mlci merger which the merits remain to be seen [--]. Running a credit aum org [--]. Being present for Hampton summer social seasonmaybe honey badger can win the quinella #4 first"  
[X Link](https://x.com/amadeopanoptes/status/1967753046135541821)  2025-09-16T00:50Z [---] followers, [---] engagements


"Theodore was EXTREMELY busy in August like not pick up the phone most days busy text/email or a good on my end type busy $bcic arent some castles made out of sand Only [--] hours in a day even for honey badger"  
[X Link](https://x.com/amadeopanoptes/status/1967925492067307917)  2025-09-16T12:16Z [---] followers, [---] engagements


"@GardinerIsland $hfro -43.60%"  
[X Link](https://x.com/amadeopanoptes/status/1967955549028487433)  2025-09-16T14:15Z [---] followers, [---] engagements


"Where is Teddy I cant reach him $bcic"  
[X Link](https://x.com/amadeopanoptes/status/1967956202966639024)  2025-09-16T14:18Z [---] followers, [---] engagements


"People like Teddy Badger dont manage risk they scalp people in deals and stack it in their favor and retail receives the giftits grosslets just say if I break out Teds August calendar this whole thing is all about Tedmany suede shoes and linen days ahead $bcic $mlic"  
[X Link](https://x.com/amadeopanoptes/status/1968033930516578796)  2025-09-16T19:27Z [---] followers, [---] engagements


"Yes I sit in the cheap seats but when these Wall Street scum come sit in the cheap seats and try to make money out of mine and my friends grandmas savings accounts to facilitate their lavish lifestyles we get to work $bcic"  
[X Link](https://x.com/amadeopanoptes/status/1968035826333589816)  2025-09-16T19:34Z [---] followers, [---] engagements


"The face of your own stability Suddenly look away Leaving you with the dead and hopeless Eleven and she was gone Eleven is when we waved good-bye Eleven is standing still Dont think Maynard meant [--] handle on $bcic"  
[X Link](https://x.com/amadeopanoptes/status/1968043371789947361)  2025-09-16T20:04Z [---] followers, [---] engagements


"Its personal when the elite punch down and take from those that cant protect themselves to enrich themselvesits deeply personalhood robbin doesnt work for me $bcic"  
[X Link](https://x.com/amadeopanoptes/status/1968298184456982757)  2025-09-17T12:57Z [---] followers, [---] engagements


"@GardinerIsland @iBladesi good nav $earn performance from Borenstein make me really curious what happened at $ecc"  
[X Link](https://x.com/amadeopanoptes/status/1968624678244700623)  2025-09-18T10:34Z [---] followers, [---] engagements


"In all seriousness @MichaelFormanFS why does this keep happening to your sponsored companies Any thoughts on rebating your personal gains Or we just going to keep buying art on with ill gotten fees $fsk $fssl"  
[X Link](https://x.com/amadeopanoptes/status/1968704443869757900)  2025-09-18T15:51Z [---] followers, [---] engagements


"The amount of retail capital @MichaelFormanFS has incinerated is mind boggling and really really disgusting makes me absolutely sick he hides from it takes no accountability and is a total parasite on Americas dollars the most empty a person can be $fsk $fssl"  
[X Link](https://x.com/amadeopanoptes/status/1968716335644307549)  2025-09-18T16:38Z [---] followers, [---] engagements


"Are $bcic buybacks starting you dont own this bc you think highly if Teddys investment acumenyou own bc the structure of the buybacks at least I dont I would probably short everything that guy does long term"  
[X Link](https://x.com/amadeopanoptes/status/1968761099861270925)  2025-09-18T19:36Z [---] followers, [---] engagements


"This should be interesting $hfro"  
[X Link](https://x.com/amadeopanoptes/status/1970440462667301295)  2025-09-23T10:49Z [---] followers, [---] engagements


"Drugcrafters LP $hfro Jimmy appears ready to engage with the Stuyvesant Savant"  
[X Link](https://x.com/amadeopanoptes/status/1970463374250254454)  2025-09-23T12:20Z [---] followers, [---] engagements


"@yenoms Same and for $ritm equity always saying its undervalued then issuing its just hard to math that math helps prefs though I guess"  
[X Link](https://x.com/amadeopanoptes/status/1970521274960036257)  2025-09-23T16:10Z [---] followers, [---] engagements


"Getting really tired of this fat slob Larry $earn and Greg borebstin only one worse is Ted goldthorpe that dude literally played more golf then Scott scheffler in August its a total joke all he does is golf and his public companies suck"  
[X Link](https://x.com/amadeopanoptes/status/1973115267782779124)  2025-09-30T19:58Z [---] followers, [---] engagements


"@indianndon @GardinerIsland Yes its just a total train wreck everyday bombs going off like $gecc yesterday I imagine this was the foreshadowing of CLO equity degradation"  
[X Link](https://x.com/amadeopanoptes/status/1973753503345713550)  2025-10-02T14:14Z [---] followers, [---] engagements


"@RagingVentures Super disingenuous in August presentation to show CLO positions acting transparent management and board of directors should be ashamedthere is never just one cockroach 🪳"  
[X Link](https://x.com/amadeopanoptes/status/1975554983702782097)  2025-10-07T13:33Z [---] followers, [--] engagements


"I found footage of $gecc press release and call with recent equity investors"  
[X Link](https://x.com/amadeopanoptes/status/1975649199522734486)  2025-10-07T19:47Z [---] followers, [---] engagements


"As $hfro shows all that matters is if the one guy is present the rest is noise and people on the take like goldthorpe gecc board drugcrafters lp Forman art initiative its all a ugly nasty grift and nierenberg also is like erbey"  
[X Link](https://x.com/amadeopanoptes/status/1975653241779269745)  2025-10-07T20:03Z [---] followers, [---] engagements


"Bid/ask something smells to high heavens at $gecc 40/100 market on loan book What their consumer finance loan book worth Board has made a career catching falling pianosthis one just took a little longer to break loose"  
[X Link](https://x.com/amadeopanoptes/status/1975735618912329891)  2025-10-08T01:30Z [---] followers, [---] engagements


"For a little context $gecc raised on 8-27 at [-----] in July there were clear problems with a failed financing at First Brandswhy is it $gecc discloses all this now Did those investors know in August raise or was it obfuscated by the board and management 🪳 🪳"  
[X Link](https://x.com/amadeopanoptes/status/1975742245652328546)  2025-10-08T01:57Z [---] followers, [---] engagements


"@iBladesi @yenoms Booker smith has to feel like he got picked off by $gecc board riddled with piano catchers"  
[X Link](https://x.com/amadeopanoptes/status/1976088404917092775)  2025-10-09T00:52Z [---] followers, [--] engagements


"Can the $gecc investment memo/credit analyst tell me what I own so I can know my recovery value @yenoms @RagingVentures @iBladesi loser board total loser poor booker smith got sniped"  
[X Link](https://x.com/amadeopanoptes/status/1976362463151964236)  2025-10-09T19:01Z [---] followers, [---] engagements


"@iBladesi @GardinerIsland @yenoms the $ECC book value range out 6.95-7.05 and 22-26 cents for nii for q so massively underearning the div of [--] cents for q"  
[X Link](https://x.com/amadeopanoptes/status/1976644261413298525)  2025-10-10T13:41Z [---] followers, [---] engagements


"Looks like $fssl @MichaelFormanFS owned some first brandsleast surprising thing I hear today these poor grandmas grandpas and widows michael just keep taking to the cleaners he should be embarrassed but instead probably spent 20-30mil on a rebrand-Future standard"  
[X Link](https://x.com/amadeopanoptes/status/1978089922306146340)  2025-10-14T13:26Z [---] followers, [---] engagements


"Good news on $gecc is eventually there is no one left to sell but wont be dont a NAV raise for a generation"  
[X Link](https://x.com/amadeopanoptes/status/1978530012371308847)  2025-10-15T18:34Z [---] followers, [---] engagements


"@iBladesi @Dollar_Bill_100 Still waiting for the $asps top ten financial institutions to be on boarded or [--] of 10"  
[X Link](https://x.com/amadeopanoptes/status/1978899959899431194)  2025-10-16T19:04Z [---] followers, [--] engagements


"Since Ted took most of August off playing more golf then scott scheffler time for him to refocus on delivering value to shareholders $bcic $mlci this whole thing smells like a grift vs sixth streets value creationrent dont own cant trust Ted"  
[X Link](https://x.com/amadeopanoptes/status/1979940394461725179)  2025-10-19T15:59Z [---] followers, [---] engagements


"I am guessing decent r/r in $RITm equity here into the next call"  
[X Link](https://x.com/amadeopanoptes/status/1980690998452752416)  2025-10-21T17:41Z [---] followers, [---] engagements


"Between angels and insects between Larry and Greg take my money take my obsession $earn its too bad the world is based on greed"  
[X Link](https://x.com/amadeopanoptes/status/1980702536362349029)  2025-10-21T18:27Z [---] followers, [---] engagements


"Spent a day with Palmer Luckey about [--] years at Andurilsmartest human being I have ever interacted with you could see the writing on the walland it was much harder then vs. nowwith the tailwind they will become next gen prime over next [--] yearstheir competition is patheticcompetition is for losers"  
[X Link](https://x.com/amadeopanoptes/status/1981338212225192190)  2025-10-23T12:33Z [---] followers, [--] engagements


"Sometimes you just need to take a swing $ritm @GardinerIsland @iBladesi MN going to need to prove something this call or he will forever be only someone you can only own prefs of r/r is good into the print purely on action that must be taken"  
[X Link](https://x.com/amadeopanoptes/status/1981442181136105521)  2025-10-23T19:26Z [---] followers, [---] engagements


"Nice to see the honey badger put the clubs away after working remote all of August and deliver for the proletarians $bcic rerate in progress just renting for the views next up a generational MLP fat pitch I have been waiting [--] years for"  
[X Link](https://x.com/amadeopanoptes/status/1988324414723944737)  2025-11-11T19:14Z [---] followers, [---] engagements


"$wlkp will likely work from here I look forward to being a liquidity provider from here to 21$ plus carry"  
[X Link](https://x.com/amadeopanoptes/status/1988690041745596845)  2025-11-12T19:27Z [---] followers, [---] engagements


"The pain is a illusion $fssl $wlkp holy reality holy experience I am not alone we are choosing to be here right now"  
[X Link](https://x.com/amadeopanoptes/status/1989431698279297309)  2025-11-14T20:34Z [---] followers, [---] engagements


"Its a familiar parable recognize this as a holy gift $fssl $wlkp"  
[X Link](https://x.com/amadeopanoptes/status/1989432055747547619)  2025-11-14T20:35Z [---] followers, [---] engagements


"@web3brian @MichaelFormanFS Total losers @MichaelFormanFS steals from grandmas and gives to his kid college its a total joke this new $FSSL launch is another example of michael eating wagyu and buyers of his products getting expired dog 💩 for dinnerdisgusting art philanthropist loser"  
[X Link](https://x.com/amadeopanoptes/status/1989523459949424673)  2025-11-15T02:38Z [---] followers, [---] engagements


"I am come around to the market being right on equity CEFs and me being wrong and thats ok win some lose some"  
[X Link](https://x.com/amadeopanoptes/status/1989523740179238960)  2025-11-15T02:39Z [---] followers, [--] engagements


"Not saying I will but I will make money on $wlkp and $fssl its just math"  
[X Link](https://x.com/amadeopanoptes/status/1989523998871286146)  2025-11-15T02:40Z [---] followers, [---] engagements


"Everyone wants to eat few are willing to hunt $wlkp $fssl"  
[X Link](https://x.com/amadeopanoptes/status/1994899227613266280)  2025-11-29T22:40Z [---] followers, [---] engagements


"When you operate in a supply demand world volume is one of your more important inputs when forming your buy/sell analysis $fssl $wlkp or at least for the proletarians like me"  
[X Link](https://x.com/amadeopanoptes/status/1996309436751569309)  2025-12-03T20:03Z [---] followers, [---] engagements


"Credit where credit is due $mlci $bcic with some tendieslooks like Ted took the Jitney back into town after a August wearing linen and suedes shoeshoney badger dont care"  
[X Link](https://x.com/amadeopanoptes/status/1999194778764771645)  2025-12-11T19:09Z [---] followers, [---] engagements


"Seems like a time to be patient continue to like the $Hfro setup the guy is present and added materially the swan has a lot going on under the water only one guy hunts in CEFs all the rest have big hat and no cattle literally less capital then me and I am in my moms basement"  
[X Link](https://x.com/amadeopanoptes/status/1999907597110169610)  2025-12-13T18:21Z [---] followers, [---] engagements


"The $bcic tender was kind of a joke roughly 15% of shares accepted just shows how poorly regarded management is and how unimpressive the underlying credits areI am going with this is a melting ice cube Theodore will be only long term winner"  
[X Link](https://x.com/amadeopanoptes/status/2001643427889614943)  2025-12-18T13:19Z [---] followers, [--] engagements


"At the right price and supply demand structure I am willing to make some bets on trash like $bcic with scum managements but the set up has to by crystal clear"  
[X Link](https://x.com/amadeopanoptes/status/2001643804886265991)  2025-12-18T13:20Z [---] followers, [--] engagements


"Now everyone is trapped in $bcic after their tender that was massively oversubscribed seems problematic to me 13+ before tender seems reasonable using my 20/20 hindsight lens"  
[X Link](https://x.com/amadeopanoptes/status/2001696296751763852)  2025-12-18T16:49Z [---] followers, [--] engagements


"@iBladesi Weird volume in EFC pra"  
[X Link](https://x.com/amadeopanoptes/status/2006395166446203228)  2025-12-31T16:00Z [---] followers, [--] engagements


"@iamhammed_ @MichaelFormanFS Lovely why give people the right to vote when you dont have toMikey wants to make sure he doesnt give up that fee stream have to tip my cap almost no one has traded $FSCO better"  
[X Link](https://x.com/amadeopanoptes/status/1952510727341986068)  2025-08-04T23:23Z [---] followers, [--] engagements


"@yenoms Yes I agree and that is the largely the case but at some point that being now at a certain discount it becomes good risk reward their work in $dma is a reflection of ability to also deal with complex illiquid assets and create shareholder value"  
[X Link](https://x.com/amadeopanoptes/status/1952903345330426179)  2025-08-06T01:23Z [---] followers, [--] engagements


"I think the thinking of @GardinerIsland of $oxlc $eic $CCIF blowouts relative to CLOZ made the bet r/r somewhat clear while not a [--] for [--] it displayed either those companies are getting wiped and CLOZ is totally mispriced looks like we see CEF CLO widgets rerate higher @iBladesi"  
[X Link](https://x.com/amadeopanoptes/status/1955321635315016063)  2025-08-12T17:33Z [---] followers, [---] engagements


"Highly highly recommend $eic semi annual report a absolute master class in capital allocation from a CEF management team makes all these other people look like the bunch of total and utter losers they are and have made shareholders becometipping my cap to Majewski"  
[X Link](https://x.com/amadeopanoptes/status/1955606574258692556)  2025-08-13T12:25Z [---] followers, [---] engagements


"@iBladesi @GardinerIsland Yes curious how $eic comes off the wall also own a lot more of $earn them then other yield cos small position in $oxlc"  
[X Link](https://x.com/amadeopanoptes/status/1965437835546341641)  2025-09-09T15:31Z [---] followers, [---] engagements


"I still own $fsco probably held too long it may have the @MichaelFormanFS taint $fsk on it now future standard is a Chinese proverb meaning white man incinerates unwitting retirees money nice work Mikey you always leave a mark"  
[X Link](https://x.com/amadeopanoptes/status/1970562329843490996)  2025-09-23T18:54Z [---] followers, [---] engagements


"@GardinerIsland pearl diver book value out wasnt a catastrophe I guess market assuming levered to weakest part of the capital structure with loans that are probably just packaged slop---they would say different but funds rely on diversification not credit analysis.price takers"  
[X Link](https://x.com/amadeopanoptes/status/1980360224243609963)  2025-10-20T19:47Z [---] followers, [--] engagements


"$FSCO was a generational fat pitch thanks to the @MichaelFormanFS clown show will $fssl be round two before it has gotten to markets already blown up under another name and now first brands and creating hurdles for existing holders via new terms around dividendsnot sure but we watch https://twitter.com/i/web/status/1982114949284458714 https://twitter.com/i/web/status/1982114949284458714"  
[X Link](https://x.com/amadeopanoptes/status/1982114949284458714)  2025-10-25T16:00Z [---] followers, [---] engagements


"My god @MikeVranos your $earn just sucks @iBladesi @GardinerIsland my dog would vomit if I put that in his slop bowl"  
[X Link](https://x.com/amadeopanoptes/status/1986160525621780849)  2025-11-05T19:55Z [---] followers, [---] engagements


"I will start posting in more detail on $fssl this is kind of where it gets hard its probably decent value but we dont know a lot on what the supply picture is @MichaelFormanFS tried to get educated this time around after the $FSCO debacle there are a bunch of traps they set out here on the front end to try to and prevent supply exceeding demand the two funds should really merge with 50% overlap clearly that has been discussed but something tells me thats less good for management and probably good for shareholders so it wont happen if your willing to trap grandma for [--] years in a private fund"  
[X Link](https://x.com/amadeopanoptes/status/1994898511100584088)  2025-11-29T22:37Z [---] followers, [---] engagements


"493469 iykyk grandpa only buys for one reason sometimes you just cant own enough and highest risk is actually the lowest risk in hindsight up is down and down is upgame over"  
[X Link](https://x.com/amadeopanoptes/status/2006078402844090376)  2025-12-30T19:02Z [---] followers, [--] engagements


"Thought $fssl would get cheaper doesnt look like it will from the cheap seats so I guess going ti hold my nose here"  
[X Link](https://x.com/anyuser/status/2006441963923583142)  2025-12-31T19:06Z [---] followers, [---] engagements


"$wlkp rerates to 22+ waited a long time for this I love low risk medium reward plus carry in misunderstood securities didnt cover divy in a bad industry is a narrative that defines loser analysis on this one happy to take the other side"  
[X Link](https://x.com/amadeopanoptes/status/2009710457716609088)  2026-01-09T19:34Z [---] followers, [--] engagements


"To what degree not sure but we will see $hfro rerate in [--] the risk reward is so skewed right now you cant own enough"  
[X Link](https://x.com/amadeopanoptes/status/2009741231719395372)  2026-01-09T21:37Z [---] followers, [---] engagements


"I wonder what @MichaelFormanFS is up to these days $fsk is another downside outlier $fssl never got wide enough given the Forman discountwas he in the flight logs"  
[X Link](https://x.com/anyuser/status/2011855945601544573)  2026-01-15T17:40Z [---] followers, [---] engagements

Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing

@amadeopanoptes Avatar @amadeopanoptes Panoptes

Panoptes posts on X about $bcic, $fssl, $hfro, $earn the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

Engagements: [---] #

Engagements Line Chart

  • [--] Week [---] -33%
  • [--] Month [-----] -57%
  • [--] Months [------] +41%
  • [--] Year [------] -10%

Mentions: [--] #

Mentions Line Chart

  • [--] Week [--] +29%
  • [--] Month [--] -29%
  • [--] Months [---] +85%
  • [--] Year [---] +28%

Followers: [---] #

Followers Line Chart

  • [--] Week [---] -0.44%
  • [--] Month [---] +0.22%
  • [--] Months [---] +3.70%
  • [--] Year [---] +21%

CreatorRank: undefined #

CreatorRank Line Chart

Social Influence

Social category influence finance 12.87% stocks 6.93% cryptocurrencies 1.98% social networks 0.99% technology brands 0.99% premier league 0.99%

Social topic influence $bcic 19.8%, $fssl #1, $hfro 13.86%, $earn 7.92%, $wlkp 7.92%, $gecc 6.93%, $fsk #1, $fsco #1, $oxlc 4.95%, art 3.96%

Top accounts mentioned or mentioned by @ibladesi @gardinerisland @michaelformanfs @yenoms @mikevranos @ragingventures @coxcapitalptnrs @youtube @indianndon @dollarbill100 @web3brian @iamhammed

Top assets mentioned FS KKR Capital Corp. Common Stock (FSK) Eagle Point Income Company Inc. (EIC) Saba Capital Income & Opportunities Fund (BRW) Rithm Capital Corp. (RITM) EAGLE POINT CREDIT COMPANY INC. (ECC)

Top Social Posts

Top posts by engagements in the last [--] hours

"at $bcic Dean Kehler on the board puking shares at 11.7-11.98 because he screwed up tendering shares what a total clown show-and probably indicative of general oversite and credit underwritingboard with good looking bios just clipping paychecks that cant block and tackle"
X Link 2026-01-01T17:37Z [---] followers, [--] engagements

"Looks like the @MichaelFormanFS family of public companies has a venereal disease $fsk $fssl $fsco your only hope is they know they are not smart enough to take concentrated positions this guys collective discount to NAV could fund a tier [--] art museum or feed cats he does both"
X Link 2026-01-26T23:03Z [---] followers, [---] engagements

"@iBladesi @GardinerIsland Yeah what is that about CLO equity has been a widowmaker and maybe it should be $eic up in stack a bit so a little more interesting upcoming book value prints will be interesting"
X Link 2026-01-10T15:17Z [---] followers, [--] engagements

"Yeah they are black box but $brw and $saba are starting to get more interesting always hard to tell but if I had to guess hedges just smoking NAV vs anything fundamentally wrong in say the insurance position the CEFs also remain grossly underlevered you could do much worse then riding with Weinstein and Kazarian over time those guys are winners The player of the inner game comes to value the art of relaxed concentration above all other skills; he discovers a true basis for self-confidence; and he learns that the secret to winning any game lies in not trying too hard.(credit to Tim Galloway) I"
X Link 2025-12-20T22:57Z [---] followers, [---] engagements

"Both $saba and $brw have a black box element that being said they are our friends and interests are aligned there has been some NAV erosion but that probably doesnt continue until zero management is too smart for that the entities are under levered -winners win 🏆"
X Link 2026-01-09T21:36Z [---] followers, [---] engagements

"Hey @MichaelFormanFS I am curious if you have any thoughts @coxcapitalptnrs $fsk $fsco $fssl"
X Link 2026-02-02T15:47Z [---] followers, [---] engagements

"Extremely ugly in CLO equity land dont argue with the market @iBladesi"
X Link 2026-02-10T21:37Z [---] followers, [---] engagements

"Sometimes the bottom is zero"
X Link 2026-02-10T21:46Z [---] followers, [--] engagements

"Interesting $hfro @GardinerIsland still a heaping smoldering pile of 💩but maybe a little whip cream cant hurt https://www.nexpointassetmgmt.com/highland-opportunities-and-income-fund-hfro-announces-tender-offer-for-common-shares-in-exchange-for-up-to-100-million-in-preferred-shares/ https://www.nexpointassetmgmt.com/highland-opportunities-and-income-fund-hfro-announces-tender-offer-for-common-shares-in-exchange-for-up-to-100-million-in-preferred-shares/"
X Link 2024-11-25T14:40Z [---] followers, [---] engagements

"What was the bullish signal for $BRW and $saba It was CEF connect taking them off the database and Axel Merk attempting to use Saba as a case study why his fund didnt suck-oops then his people tried to outsmart the Saba dignitarieschoices have consequences"
X Link 2024-11-27T15:27Z [---] followers, [---] engagements

"Some [--] thoughts [--]. Certainly an inflection year for $hfro could go either way the offer to shareholders now is 💩 [--]. Can Mark Vranos @MikeVranos get his $earn over to CLO land with clowns Lenny and George running it into the ground two guys always trying to catch a falling piano probably but god these guys suck big time more to come and my research will cut deeper [--]. Likely $Saba and $BRW continue to be great overall portfolio hedges and continue with steady payout homes and will be the best run CEFs in the market highly likely a clear threat to status quo to succubus managers which is why"
X Link 2024-12-25T20:20Z [---] followers, [---] engagements

"Fat slob Larry did not disappoint with $earn kind of a funny ticker since management is the only one earning as they continue to incinerate my shareholder equity I can only blame myself this clock may never be right"
X Link 2025-03-14T19:59Z [---] followers, [---] engagements

"Just keep in mind $fssl FS power and energy holders have been blocked from selling unless it was a secondary since March [------] all the grandmas retirees @MichaelFormanFS ripped off on this dumpster fire wont even remember they own or their estate cumulative total return -14.86% https://twitter.com/i/web/status/1916481737674105271 https://twitter.com/i/web/status/1916481737674105271"
X Link 2025-04-27T13:17Z [---] followers, [---] engagements

"Game over $hfro"
X Link 2025-05-14T20:18Z [---] followers, [---] engagements

"Looks like $hfro just languishes in perpetuity and I am a prisoner in Donderos kingdom its fitting that I tout the power of the Pantopticon prison structure and I myself am the prisoner"
X Link 2025-07-15T19:21Z [---] followers, [---] engagements

"Their is a new CEF on the horizon $fssl it has a long and dark history people who entrusted @MichaelFormanFS get to see light for the first time in a long time after being held captive in his fee generating asset machine for many years"
X Link 2025-07-30T13:12Z [---] followers, [---] engagements

"Boaz Weinstein has filed on $hfro this is going to be so much fun I wont @ Mr Weinstein bc I just want to let the man cook"
X Link 2025-08-04T14:49Z [---] followers, [----] engagements

"One extremely encouraging thing is I sense some skepticism around $hfro and that has merits but when THE GUY lays down this kind of wood and continues to build a pyramid to the heavens you best be moving the same directionsometimes you cant own enoughslow then fastzero to 1"
X Link 2025-08-06T12:43Z [---] followers, [---] engagements

"Will Ted Goldthorpe be considered friend of foe $ptmn it all sounded a touch juvenile on the call today will see if ex-Apollo and GS SSG is another Jody LaNassa or if he actually wins for investors/partners its early we stand by in the last row in the cheap seats with a bag on"
X Link 2025-08-08T18:13Z [---] followers, [---] engagements

"Perhaps the bottom is in $oxlc @GardinerIsland @iBladesi could it be"
X Link 2025-08-08T18:34Z [---] followers, [---] engagements

"Now we know there was a guy packing heat in the room 😉 the rerate is underway there are only a few ways out for management THE GUY has arrived $hfro"
X Link 2025-08-08T19:47Z [---] followers, [---] engagements

"So from June to July $oxlc grew share count but bought back stock in late July early aug @ [----] @iBladesi @GardinerIsland does it go out faster then it comes in Share count in press release would have been helpful"
X Link 2025-08-14T16:12Z [---] followers, [---] engagements

"@iBladesi @GardinerIsland Yes will be interesting if ECC and CCIF join buyback party EIC did"
X Link 2025-08-14T17:12Z [---] followers, [--] engagements

"Teddy Goldthorpe I sure hope I am not chasing misprinted lies $ptmn or is it Theodore Thou shall not betray shareholders"
X Link 2025-08-18T16:20Z [---] followers, [---] engagements

"Very quietly $hfro at [--] week highs as Mr. Weinstein prepares I think they made a movie about this"
X Link 2025-08-22T18:49Z [---] followers, [---] engagements

"So you take a look at Teddy Goldthorpe he wants to create a AUM machine just like Leon Black and James Dondero both rotten both built machines-Theodore likes golf and he likes rolling up public companies my bet is simple he has to get off to a good start $bcic"
X Link 2025-08-25T23:07Z [---] followers, [---] engagements

"Teddy honey badger goldthorpe off to a real slow start here $bcic"
X Link 2025-08-26T18:59Z [---] followers, [---] engagements

"Theodore teddy honey badger goldthorpe $bcic The Crazy Nastyass Honey Badger (original narration by Randall) via @YouTube https://youtu.be/4r7wHMg5Yjgsi=7GrF_zwWQmc9e5Gc https://youtu.be/4r7wHMg5Yjgsi=7GrF_zwWQmc9e5Gc"
X Link 2025-08-27T16:00Z [---] followers, [---] engagements

"@GardinerIsland So he is just going to build a giant AUM machine be interesting if he ever gets credit for it or if it all just is too noisyit all makes me continue to really like adding to their prefs on weakness-long long way from the NRZ days"
X Link 2025-09-04T11:27Z [---] followers, [---] engagements

"Ugly book value print out of ECC range of 7.06-7.16 down from 7.44-7.54 not great for $oxlc $earn and the other clo equity CEF cohorts @iBladesi @GardinerIsland"
X Link 2025-09-09T15:29Z [---] followers, [---] engagements

"Yo Teddy honey badger everyone wants to eat few are willing to hunt $bcic better keep that nav steady"
X Link 2025-09-12T19:15Z [---] followers, [---] engagements

"I asked ai to generate a video image of $rpt management"
X Link 2025-09-12T19:23Z [---] followers, [---] engagements

"Theodore Goldthorpe has a lot going on [--]. $bcic merger which unless he starts buying in stock is 💩 [--]. $mlci merger which the merits remain to be seen [--]. Running a credit aum org [--]. Being present for Hampton summer social seasonmaybe honey badger can win the quinella #4 first"
X Link 2025-09-16T00:50Z [---] followers, [---] engagements

"Theodore was EXTREMELY busy in August like not pick up the phone most days busy text/email or a good on my end type busy $bcic arent some castles made out of sand Only [--] hours in a day even for honey badger"
X Link 2025-09-16T12:16Z [---] followers, [---] engagements

"@GardinerIsland $hfro -43.60%"
X Link 2025-09-16T14:15Z [---] followers, [---] engagements

"Where is Teddy I cant reach him $bcic"
X Link 2025-09-16T14:18Z [---] followers, [---] engagements

"People like Teddy Badger dont manage risk they scalp people in deals and stack it in their favor and retail receives the giftits grosslets just say if I break out Teds August calendar this whole thing is all about Tedmany suede shoes and linen days ahead $bcic $mlic"
X Link 2025-09-16T19:27Z [---] followers, [---] engagements

"Yes I sit in the cheap seats but when these Wall Street scum come sit in the cheap seats and try to make money out of mine and my friends grandmas savings accounts to facilitate their lavish lifestyles we get to work $bcic"
X Link 2025-09-16T19:34Z [---] followers, [---] engagements

"The face of your own stability Suddenly look away Leaving you with the dead and hopeless Eleven and she was gone Eleven is when we waved good-bye Eleven is standing still Dont think Maynard meant [--] handle on $bcic"
X Link 2025-09-16T20:04Z [---] followers, [---] engagements

"Its personal when the elite punch down and take from those that cant protect themselves to enrich themselvesits deeply personalhood robbin doesnt work for me $bcic"
X Link 2025-09-17T12:57Z [---] followers, [---] engagements

"@GardinerIsland @iBladesi good nav $earn performance from Borenstein make me really curious what happened at $ecc"
X Link 2025-09-18T10:34Z [---] followers, [---] engagements

"In all seriousness @MichaelFormanFS why does this keep happening to your sponsored companies Any thoughts on rebating your personal gains Or we just going to keep buying art on with ill gotten fees $fsk $fssl"
X Link 2025-09-18T15:51Z [---] followers, [---] engagements

"The amount of retail capital @MichaelFormanFS has incinerated is mind boggling and really really disgusting makes me absolutely sick he hides from it takes no accountability and is a total parasite on Americas dollars the most empty a person can be $fsk $fssl"
X Link 2025-09-18T16:38Z [---] followers, [---] engagements

"Are $bcic buybacks starting you dont own this bc you think highly if Teddys investment acumenyou own bc the structure of the buybacks at least I dont I would probably short everything that guy does long term"
X Link 2025-09-18T19:36Z [---] followers, [---] engagements

"This should be interesting $hfro"
X Link 2025-09-23T10:49Z [---] followers, [---] engagements

"Drugcrafters LP $hfro Jimmy appears ready to engage with the Stuyvesant Savant"
X Link 2025-09-23T12:20Z [---] followers, [---] engagements

"@yenoms Same and for $ritm equity always saying its undervalued then issuing its just hard to math that math helps prefs though I guess"
X Link 2025-09-23T16:10Z [---] followers, [---] engagements

"Getting really tired of this fat slob Larry $earn and Greg borebstin only one worse is Ted goldthorpe that dude literally played more golf then Scott scheffler in August its a total joke all he does is golf and his public companies suck"
X Link 2025-09-30T19:58Z [---] followers, [---] engagements

"@indianndon @GardinerIsland Yes its just a total train wreck everyday bombs going off like $gecc yesterday I imagine this was the foreshadowing of CLO equity degradation"
X Link 2025-10-02T14:14Z [---] followers, [---] engagements

"@RagingVentures Super disingenuous in August presentation to show CLO positions acting transparent management and board of directors should be ashamedthere is never just one cockroach 🪳"
X Link 2025-10-07T13:33Z [---] followers, [--] engagements

"I found footage of $gecc press release and call with recent equity investors"
X Link 2025-10-07T19:47Z [---] followers, [---] engagements

"As $hfro shows all that matters is if the one guy is present the rest is noise and people on the take like goldthorpe gecc board drugcrafters lp Forman art initiative its all a ugly nasty grift and nierenberg also is like erbey"
X Link 2025-10-07T20:03Z [---] followers, [---] engagements

"Bid/ask something smells to high heavens at $gecc 40/100 market on loan book What their consumer finance loan book worth Board has made a career catching falling pianosthis one just took a little longer to break loose"
X Link 2025-10-08T01:30Z [---] followers, [---] engagements

"For a little context $gecc raised on 8-27 at [-----] in July there were clear problems with a failed financing at First Brandswhy is it $gecc discloses all this now Did those investors know in August raise or was it obfuscated by the board and management 🪳 🪳"
X Link 2025-10-08T01:57Z [---] followers, [---] engagements

"@iBladesi @yenoms Booker smith has to feel like he got picked off by $gecc board riddled with piano catchers"
X Link 2025-10-09T00:52Z [---] followers, [--] engagements

"Can the $gecc investment memo/credit analyst tell me what I own so I can know my recovery value @yenoms @RagingVentures @iBladesi loser board total loser poor booker smith got sniped"
X Link 2025-10-09T19:01Z [---] followers, [---] engagements

"@iBladesi @GardinerIsland @yenoms the $ECC book value range out 6.95-7.05 and 22-26 cents for nii for q so massively underearning the div of [--] cents for q"
X Link 2025-10-10T13:41Z [---] followers, [---] engagements

"Looks like $fssl @MichaelFormanFS owned some first brandsleast surprising thing I hear today these poor grandmas grandpas and widows michael just keep taking to the cleaners he should be embarrassed but instead probably spent 20-30mil on a rebrand-Future standard"
X Link 2025-10-14T13:26Z [---] followers, [---] engagements

"Good news on $gecc is eventually there is no one left to sell but wont be dont a NAV raise for a generation"
X Link 2025-10-15T18:34Z [---] followers, [---] engagements

"@iBladesi @Dollar_Bill_100 Still waiting for the $asps top ten financial institutions to be on boarded or [--] of 10"
X Link 2025-10-16T19:04Z [---] followers, [--] engagements

"Since Ted took most of August off playing more golf then scott scheffler time for him to refocus on delivering value to shareholders $bcic $mlci this whole thing smells like a grift vs sixth streets value creationrent dont own cant trust Ted"
X Link 2025-10-19T15:59Z [---] followers, [---] engagements

"I am guessing decent r/r in $RITm equity here into the next call"
X Link 2025-10-21T17:41Z [---] followers, [---] engagements

"Between angels and insects between Larry and Greg take my money take my obsession $earn its too bad the world is based on greed"
X Link 2025-10-21T18:27Z [---] followers, [---] engagements

"Spent a day with Palmer Luckey about [--] years at Andurilsmartest human being I have ever interacted with you could see the writing on the walland it was much harder then vs. nowwith the tailwind they will become next gen prime over next [--] yearstheir competition is patheticcompetition is for losers"
X Link 2025-10-23T12:33Z [---] followers, [--] engagements

"Sometimes you just need to take a swing $ritm @GardinerIsland @iBladesi MN going to need to prove something this call or he will forever be only someone you can only own prefs of r/r is good into the print purely on action that must be taken"
X Link 2025-10-23T19:26Z [---] followers, [---] engagements

"Nice to see the honey badger put the clubs away after working remote all of August and deliver for the proletarians $bcic rerate in progress just renting for the views next up a generational MLP fat pitch I have been waiting [--] years for"
X Link 2025-11-11T19:14Z [---] followers, [---] engagements

"$wlkp will likely work from here I look forward to being a liquidity provider from here to 21$ plus carry"
X Link 2025-11-12T19:27Z [---] followers, [---] engagements

"The pain is a illusion $fssl $wlkp holy reality holy experience I am not alone we are choosing to be here right now"
X Link 2025-11-14T20:34Z [---] followers, [---] engagements

"Its a familiar parable recognize this as a holy gift $fssl $wlkp"
X Link 2025-11-14T20:35Z [---] followers, [---] engagements

"@web3brian @MichaelFormanFS Total losers @MichaelFormanFS steals from grandmas and gives to his kid college its a total joke this new $FSSL launch is another example of michael eating wagyu and buyers of his products getting expired dog 💩 for dinnerdisgusting art philanthropist loser"
X Link 2025-11-15T02:38Z [---] followers, [---] engagements

"I am come around to the market being right on equity CEFs and me being wrong and thats ok win some lose some"
X Link 2025-11-15T02:39Z [---] followers, [--] engagements

"Not saying I will but I will make money on $wlkp and $fssl its just math"
X Link 2025-11-15T02:40Z [---] followers, [---] engagements

"Everyone wants to eat few are willing to hunt $wlkp $fssl"
X Link 2025-11-29T22:40Z [---] followers, [---] engagements

"When you operate in a supply demand world volume is one of your more important inputs when forming your buy/sell analysis $fssl $wlkp or at least for the proletarians like me"
X Link 2025-12-03T20:03Z [---] followers, [---] engagements

"Credit where credit is due $mlci $bcic with some tendieslooks like Ted took the Jitney back into town after a August wearing linen and suedes shoeshoney badger dont care"
X Link 2025-12-11T19:09Z [---] followers, [---] engagements

"Seems like a time to be patient continue to like the $Hfro setup the guy is present and added materially the swan has a lot going on under the water only one guy hunts in CEFs all the rest have big hat and no cattle literally less capital then me and I am in my moms basement"
X Link 2025-12-13T18:21Z [---] followers, [---] engagements

"The $bcic tender was kind of a joke roughly 15% of shares accepted just shows how poorly regarded management is and how unimpressive the underlying credits areI am going with this is a melting ice cube Theodore will be only long term winner"
X Link 2025-12-18T13:19Z [---] followers, [--] engagements

"At the right price and supply demand structure I am willing to make some bets on trash like $bcic with scum managements but the set up has to by crystal clear"
X Link 2025-12-18T13:20Z [---] followers, [--] engagements

"Now everyone is trapped in $bcic after their tender that was massively oversubscribed seems problematic to me 13+ before tender seems reasonable using my 20/20 hindsight lens"
X Link 2025-12-18T16:49Z [---] followers, [--] engagements

"@iBladesi Weird volume in EFC pra"
X Link 2025-12-31T16:00Z [---] followers, [--] engagements

"@iamhammed_ @MichaelFormanFS Lovely why give people the right to vote when you dont have toMikey wants to make sure he doesnt give up that fee stream have to tip my cap almost no one has traded $FSCO better"
X Link 2025-08-04T23:23Z [---] followers, [--] engagements

"@yenoms Yes I agree and that is the largely the case but at some point that being now at a certain discount it becomes good risk reward their work in $dma is a reflection of ability to also deal with complex illiquid assets and create shareholder value"
X Link 2025-08-06T01:23Z [---] followers, [--] engagements

"I think the thinking of @GardinerIsland of $oxlc $eic $CCIF blowouts relative to CLOZ made the bet r/r somewhat clear while not a [--] for [--] it displayed either those companies are getting wiped and CLOZ is totally mispriced looks like we see CEF CLO widgets rerate higher @iBladesi"
X Link 2025-08-12T17:33Z [---] followers, [---] engagements

"Highly highly recommend $eic semi annual report a absolute master class in capital allocation from a CEF management team makes all these other people look like the bunch of total and utter losers they are and have made shareholders becometipping my cap to Majewski"
X Link 2025-08-13T12:25Z [---] followers, [---] engagements

"@iBladesi @GardinerIsland Yes curious how $eic comes off the wall also own a lot more of $earn them then other yield cos small position in $oxlc"
X Link 2025-09-09T15:31Z [---] followers, [---] engagements

"I still own $fsco probably held too long it may have the @MichaelFormanFS taint $fsk on it now future standard is a Chinese proverb meaning white man incinerates unwitting retirees money nice work Mikey you always leave a mark"
X Link 2025-09-23T18:54Z [---] followers, [---] engagements

"@GardinerIsland pearl diver book value out wasnt a catastrophe I guess market assuming levered to weakest part of the capital structure with loans that are probably just packaged slop---they would say different but funds rely on diversification not credit analysis.price takers"
X Link 2025-10-20T19:47Z [---] followers, [--] engagements

"$FSCO was a generational fat pitch thanks to the @MichaelFormanFS clown show will $fssl be round two before it has gotten to markets already blown up under another name and now first brands and creating hurdles for existing holders via new terms around dividendsnot sure but we watch https://twitter.com/i/web/status/1982114949284458714 https://twitter.com/i/web/status/1982114949284458714"
X Link 2025-10-25T16:00Z [---] followers, [---] engagements

"My god @MikeVranos your $earn just sucks @iBladesi @GardinerIsland my dog would vomit if I put that in his slop bowl"
X Link 2025-11-05T19:55Z [---] followers, [---] engagements

"I will start posting in more detail on $fssl this is kind of where it gets hard its probably decent value but we dont know a lot on what the supply picture is @MichaelFormanFS tried to get educated this time around after the $FSCO debacle there are a bunch of traps they set out here on the front end to try to and prevent supply exceeding demand the two funds should really merge with 50% overlap clearly that has been discussed but something tells me thats less good for management and probably good for shareholders so it wont happen if your willing to trap grandma for [--] years in a private fund"
X Link 2025-11-29T22:37Z [---] followers, [---] engagements

"493469 iykyk grandpa only buys for one reason sometimes you just cant own enough and highest risk is actually the lowest risk in hindsight up is down and down is upgame over"
X Link 2025-12-30T19:02Z [---] followers, [--] engagements

"Thought $fssl would get cheaper doesnt look like it will from the cheap seats so I guess going ti hold my nose here"
X Link 2025-12-31T19:06Z [---] followers, [---] engagements

"$wlkp rerates to 22+ waited a long time for this I love low risk medium reward plus carry in misunderstood securities didnt cover divy in a bad industry is a narrative that defines loser analysis on this one happy to take the other side"
X Link 2026-01-09T19:34Z [---] followers, [--] engagements

"To what degree not sure but we will see $hfro rerate in [--] the risk reward is so skewed right now you cant own enough"
X Link 2026-01-09T21:37Z [---] followers, [---] engagements

"I wonder what @MichaelFormanFS is up to these days $fsk is another downside outlier $fssl never got wide enough given the Forman discountwas he in the flight logs"
X Link 2026-01-15T17:40Z [---] followers, [---] engagements

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@amadeopanoptes
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