#  @thepupil11 ThePupil ThePupil posts on X about $psh, reit, market, money the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::3886453553/interactions)  - [--] Week [------] +372% - [--] Month [------] +183% - [--] Months [-------] -9% - [--] Year [-------] -43% ### Mentions: [--] [#](/creator/twitter::3886453553/posts_active)  - [--] Week [--] +39% - [--] Month [--] +39% - [--] Months [---] +46% - [--] Year [---] +16% ### Followers: [-----] [#](/creator/twitter::3886453553/followers)  - [--] Week [-----] +0.44% - [--] Month [-----] +0.59% - [--] Months [-----] +2.90% - [--] Year [-----] +6.90% ### CreatorRank: [---------] [#](/creator/twitter::3886453553/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 36.97% [stocks](/list/stocks) 21.01% [technology brands](/list/technology-brands) 6.72% [cryptocurrencies](/list/cryptocurrencies) 3.36% [financial services](/list/financial-services) 1.68% [countries](/list/countries) 1.68% [currencies](/list/currencies) 0.84% [celebrities](/list/celebrities) 0.84% [musicians](/list/musicians) 0.84% **Social topic influence** [$psh](/topic/$psh) 4.2%, [reit](/topic/reit) #107, [market](/topic/market) 3.36%, [money](/topic/money) 3.36%, [yield](/topic/yield) 3.36%, [in the](/topic/in-the) 3.36%, [dividend](/topic/dividend) 2.52%, [$elme](/topic/$elme) #3, [$nen](/topic/$nen) 2.52%, [share](/topic/share) 2.52% **Top accounts mentioned or mentioned by** [@adamb1438](/creator/undefined) [@mr_neutral_man](/creator/undefined) [@jasoncnc](/creator/undefined) [@larry_bukowski](/creator/undefined) [@slicetransverse](/creator/undefined) [@ron284ron](/creator/undefined) [@billackman](/creator/undefined) [@realassetsvalue](/creator/undefined) [@mrneutralman](/creator/undefined) [@missingmiddle](/creator/undefined) [@tiehackcapital](/creator/undefined) [@k3ithmccullough](/creator/undefined) [@questforyield](/creator/undefined) [@larrybukowski](/creator/undefined) [@pebites](/creator/undefined) [@treasurydirect](/creator/undefined) [@rhunterh](/creator/undefined) [@madthunderdome](/creator/undefined) [@rohindhar](/creator/undefined) [@ottermarket](/creator/undefined) **Top assets mentioned** [Elme Communities (ELME)](/topic/$elme) [Interactive Brokers Group, Inc. (IBKR)](/topic/$ibkr) [Blackstone, Inc. (BX)](/topic/$bx) [Brookfield Asset Management Inc (BAM)](/topic/$bam) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Metadium (META)](/topic/$meta) [Howard Hughes Holdings Inc. (HHH)](/topic/$hhh) [TuSimple Holdings Inc. (TSPH)](/topic/$tsph) [Apartment Investment and Management Company (AIV)](/topic/$aiv) [ALEX Lab (ALEX)](/topic/$alex) [yajyu senpai (810)](/topic/$810) [Motorola Solutions Inc (MSI)](/topic/$msi) [Amerco (UHAL)](/topic/$uhal) [CHEGG, INC. (CHGG)](/topic/$chgg) [Fenerbahçe Token (FB)](/topic/$fb) ### Top Social Posts Top posts by engagements in the last [--] hours "$IBKR indicating that $TSPH : TuSimple / $TSP / CreateAI is paying a dividend Big if true but cant find anything from company / other source to indicate thats true" [X Link](https://x.com/thepupil11/status/1928068237477941367) 2025-05-29T12:37Z [----] followers, [----] engagements "$ELME liquidation / $AIV selling all boston assets.will there be any subscale REIT multifamily left cap rate on $AIV boston a little disappointing. 6.9% am i missing something Is this the GFC 😀" [X Link](https://x.com/thepupil11/status/1953196318991495402) 2025-08-06T20:47Z [----] followers, [----] engagements "@Mr_Neutral_Man @missingmiddle i hate this stock.could make the case Tribeca the equity market cap but also that they NEED to cut divvy to $0 in [--] years and basically worthless to OPMI's after that" [X Link](https://x.com/thepupil11/status/1989324566141771980) 2025-11-14T13:28Z [----] followers, [---] engagements "Has Berkshire ever purchased a material stake in a controlled company with supervoting shares before Maybe Petrochina counts" [X Link](https://x.com/thepupil11/status/1989457653521854819) 2025-11-14T22:17Z [----] followers, [----] engagements "@TiehackCapital don't think $NEN will ever sell. many of the buildings have been owned a long time and have no tax basis. the Browns are MA residents (to my knowledge) and would see big tax leakage as a % of equity. maybe some basis step up when Harold died in [----] / other offsets / but doubt it" [X Link](https://x.com/thepupil11/status/2008989849739792842) 2026-01-07T19:51Z [----] followers, [----] engagements "$ALEX proxy.basically no shopping of the company. Local partner met w/ $ALEX in 3/2025 and said "you'll always trade at a discount.go private.bought w/ $BX [--] months later" OTOH breakup fee small and no superior proposal has come up. https://www.bamsec.com/filing/110465926002968cik=1545654 https://www.bamsec.com/filing/110465926002968cik=1545654" [X Link](https://x.com/thepupil11/status/2011561087448305938) 2026-01-14T22:08Z [----] followers, [----] engagements "$ELME stub seems fairly rich for highly levered forced seller marginal DC/MD multifamily +Watergate Office maybe i did muh math wrong" [X Link](https://x.com/thepupil11/status/2012172524121924070) 2026-01-16T14:38Z [----] followers, [----] engagements "$ELME announced sale price on [--] assets for a collective $155mm. They lost 40% unlevered on these [--] assets over 3-6 years" [X Link](https://x.com/thepupil11/status/2016613425816772701) 2026-01-28T20:44Z [----] followers, [----] engagements "@k3ithmccullough I havent really had high conviction in much in a while. Just kind of limping along" [X Link](https://x.com/thepupil11/status/2018840347212726480) 2026-02-04T00:13Z [----] followers, [---] engagements "@jasonc_nc I know Im by no means typical but I worked a job from [----] - [----] and had $60k in my 401k from that (it was like [--] maxes out ($13k ish at time) + another stub calendar year plus gains from putting it all in employer big bank equity plus some match (which due to bank error in" [X Link](https://x.com/thepupil11/status/2020140393711505598) 2026-02-07T14:19Z [----] followers, [---] engagements "@jasonc_nc My favor fully vested / was never clawed back. That account has had no other contributions and is $365k/ hasnt even performed great relative to markets. Now obviously like 1% of people are doing that at [--] but at [--] At [--] At [--] Median balance of $40k for those w/ any" [X Link](https://x.com/thepupil11/status/2020140971535609910) 2026-02-07T14:21Z [----] followers, [--] engagements "@jasonc_nc Is just so low in the context of our (seemingly perpetual) bull market employer match weve had like 95%-99% employment for nearly two decades market straight up" [X Link](https://x.com/thepupil11/status/2020141476152287564) 2026-02-07T14:23Z [----] followers, [--] engagements "@QuestforYield people on a quest for yield" [X Link](https://x.com/thepupil11/status/2020884471965241417) 2026-02-09T15:36Z [----] followers, [---] engagements "alright guys before i have to sit through all these [---] year bond takes.the University of Oxford [----] yield 5.7% to maturity.if there was no principal they'd yield 5.6%.if they paid their coupons for [--] more years and never again 5.1% [--] years = 3.8% [--] years = 1.2%" [X Link](https://x.com/thepupil11/status/2020886840832569698) 2026-02-09T15:45Z [----] followers, 28.5K engagements "Century bonds are shorter duration instruments than many equities and it's perfectly conceivable for a corporate to issue [---] year bonds. I'd happily buy Google's sterling bonds at the right price but the price will reflect a low credit spread (pbly not out of line w/ Oxfords)" [X Link](https://x.com/thepupil11/status/2020886842271215941) 2026-02-09T15:45Z [----] followers, [----] engagements "let's say you bought the JC Penney [--] 5/8% of [----] @ par in 2/1997 and held until they defaulted in 2/2020 and then sold at $27 / $100. I estimate that was about a 6% IRR. so even if a corp goes BK "quickly" it's not that terrible. people should have bought a [--] yr govvy insted" [X Link](https://x.com/thepupil11/status/2020889748613550245) 2026-02-09T15:57Z [----] followers, [----] engagements "@AdamB1438 the MSI 5.22%'s of [----] were issued @ $750 / $1000 56% of them were retired in [----] @ $797 and the remainder remain outstanding obligations of Motorola Solutions and trade @ $81 ($810) / 6.4% at a [---] bp spread vs [--] yr.not exactly disastrous" [X Link](https://x.com/thepupil11/status/2020935541408305371) 2026-02-09T18:59Z [----] followers, [---] engagements "@AdamB1438 the tender was at a [---] bp spread (in post GFC land) and they trade at a [---] bp spread now vs [--] bps when issued.corporates change / may get worse over time but if you look at JC Penney bonds or Motorola Bonds issued in 1997.they did not really lose $ / it's too simple" [X Link](https://x.com/thepupil11/status/2020936850270208006) 2026-02-09T19:04Z [----] followers, [---] engagements "@AdamB1438 to say "look at these companies that no longer exists in their exact current form from [------] years ago." fintwit's resident century bond defender.i honestly wish there were more of them around" [X Link](https://x.com/thepupil11/status/2020937080592019705) 2026-02-09T19:05Z [----] followers, [---] engagements "@AdamB1438 if someone says "how on earth could anyone lend to a company for [---] years".I might reply "how can you own any junior perpetual non coupon paying (in many cases) minority interests in businesses"" [X Link](https://x.com/thepupil11/status/2020963087906640312) 2026-02-09T20:48Z [----] followers, [--] engagements "gross property / share revenue / share $UHAL" [X Link](https://x.com/thepupil11/status/1969055380740178028) 2025-09-19T15:06Z [----] followers, [----] engagements "$NEN selling getting a little sloppy" [X Link](https://x.com/thepupil11/status/1971307659132543198) 2025-09-25T20:15Z [----] followers, [----] engagements "@larry_bukowski Biz is still growing Talking about revenue and earnings power. not stock price" [X Link](https://x.com/thepupil11/status/2022114837988606249) 2026-02-13T01:05Z [----] followers, [---] engagements "What are examples of companies (like $CHGG) which HAVE been destroyed by AI already" [X Link](https://x.com/thepupil11/status/2022113860669649291) 2026-02-13T01:01Z [----] followers, [----] engagements "The REIT boys are here for you" [X Link](https://x.com/thepupil11/status/2019736279966232896) 2026-02-06T11:33Z [----] followers, [----] engagements "Dont leave home without it" [X Link](https://x.com/thepupil11/status/2022671500994842799) 2026-02-14T13:57Z [----] followers, 13.3K engagements "The Weeknd is long office and urban multifamily" [X Link](https://x.com/thepupil11/status/1358591388212998145) 2021-02-08T01:40Z [----] followers, [--] engagements "Only $BAM can be raising a $7.5B net zero climate fund and putting a bid on a $13.5B Canadian oil pipeline while weighing an IPO of a $20B car battery manufacturer all on the same day. All those fees" [X Link](https://x.com/thepupil11/status/1359638615341604866) 2021-02-10T23:01Z [----] followers, [---] engagements "told my LP at dinner last night about our 400%+ YTD outperformance. she was shocked and asked if we could retire now but turns out I was using my Cha-MATH" [X Link](https://x.com/thepupil11/status/1368607348210638851) 2021-03-07T16:59Z [----] followers, [---] engagements "Ackman quietly +$300 million on rate hedges this year. $PSTH for upside capture rate swaptions for tail hedge at a 25% discount do you're not paying too much for all that optionality" [X Link](https://x.com/thepupil11/status/1376588658459865089) 2021-03-29T17:34Z [----] followers, [--] engagements "reflexive long levered to the red hot sunbelt multifamily market Preferred Apartment Communities $APTS. COBF degenerates such as myself have been buying. sum it up trades for $10 at a [--] cap on multifamily it's worth $7. At a [--] cap its worth $25. this pup is levered" [X Link](https://x.com/thepupil11/status/1384966131367256071) 2021-04-21T20:23Z [----] followers, [--] engagements "Am I doing this right" [X Link](https://x.com/thepupil11/status/1387511185440788481) 2021-04-28T20:56Z [----] followers, [--] engagements "Commercial Real Estate 🐻🐻🐻's feast upon Sam Zell's comments re pricing and risk reward: hates on retail office & lodging all in one go:" [X Link](https://x.com/thepupil11/status/1390052129717448708) 2021-05-05T21:13Z [----] followers, [---] engagements "$WRE sold 90% of their office to Brookfield for $766mm. This is $333/ft and they had $18.5mm of office NOI last Q. If I take 90% of that and annualized it theyre selling DC metro office at a [--] cap. Use of proceeds is to de-lever and buy.sunbelt multifamily. Terrible print" [X Link](https://x.com/thepupil11/status/1404965533699784704) 2021-06-16T00:54Z [----] followers, [--] engagements "The dwarves delved too greedily and too deep. You know what they awoke in the darkness of Khazad-dum. shadow and flame The Gulf of Mexico is literally on fire because a pipeline ruptured https://t.co/J4ur5MNyt1 The Gulf of Mexico is literally on fire because a pipeline ruptured https://t.co/J4ur5MNyt1" [X Link](https://x.com/thepupil11/status/1411084463258357765) 2021-07-02T22:08Z [----] followers, [---] engagements "Both CFA and MBA are negative indicators regarding trajectory. Moneymakers dont need either. Im not a moneymaker so I got the obligatory CFA. Its a colossal waste of time and Ive never used any of the material and have never heard of anyone using the material in the real" [X Link](https://x.com/thepupil11/status/1427821627723718657) 2021-08-18T02:36Z [----] followers, [---] engagements "Classique $BAM financial engineering right here. Bought [--] Seattle buildings leased to $FB for term for $565mm slaps a ground lease on them for $263mm proceeds then a $205mm CMBS achieving 82% non recourse LTC leverage (based on what one can glean from public sources" [X Link](https://x.com/thepupil11/status/1428050766737117188) 2021-08-18T17:46Z [----] followers, [---] engagements "@PEBites The b piece buyer on our big upcoming CMBS dealthe dude was super chill about it and would then message me on Bloomberg pretending to hawk insurance products but for a moment it was mortifying and induced a lot of anxiety" [X Link](https://x.com/thepupil11/status/1437745905113997328) 2021-09-14T11:51Z [----] followers, [--] engagements "About +27% YTD $CDR / $LAACZ / Royalties/Energy steppin' up to keep the ship afloat Disclaimer: probably riddled with errors given aggregation of many accounts About +24% YTD. For completeness I was up 2-3% last year and am barely outperforming on most of my accounts or underperforming on others over long time frames. Dont follow me or invest in stuff I do because of outperformance because I have not outperformed. About +24% YTD. For completeness I was up 2-3% last year and am barely outperforming on most of my accounts or underperforming on others over long time frames. Dont follow me or" [X Link](https://x.com/thepupil11/status/1443665194165620738) 2021-09-30T19:52Z [----] followers, [--] engagements "Sunday morning illiquid pump for yall; been buying a lot of this lately and you should assume Im conflicted and self interested: $NEN New England Realty Associates is a publicly traded LP (K-1 + non resident MA state tax filing 😂) which owns [----] apts in/round Boston" [X Link](https://x.com/thepupil11/status/1464953087471271944) 2021-11-28T13:43Z [----] followers, [---] engagements "Blocked for correcting the guy on the lifetime gift tax exemptionodd" [X Link](https://x.com/thepupil11/status/1470947654544859136) 2021-12-15T02:43Z [----] followers, [---] engagements "I mean if I really wanted to get blocked Id have said that all self storage is overearning and that tertiary market yield oriented buyers w/ onerous GP terms would likely feel the next downcycle most acutely amirite" [X Link](https://x.com/thepupil11/status/1470954917175214092) 2021-12-15T03:12Z [----] followers, [--] engagements "Big shout out to my fellow blue state w-2 boyz wondering if anything but buy and hold is worth it. https://t.co/tlPp3eJ9e8 https://t.co/tlPp3eJ9e8" [X Link](https://x.com/thepupil11/status/1473428992170602504) 2021-12-21T23:03Z [----] followers, [--] engagements "Treasury Direct Eyes.for all my i-bond HODL'ers who know what a real store of value is" [X Link](https://x.com/thepupil11/status/1481793286222270464) 2022-01-14T01:00Z [----] followers, [--] engagements "As someone who invest 30-40% of NW in REITs and who has stubbornly never invested in $AMT (to my detriment) looks more interesting than it has in a while right now [---] cap ish 25x AFFO though its more international than I thought and that DC acq. is confusing to me" [X Link](https://x.com/thepupil11/status/1482349714913873926) 2022-01-15T13:51Z [----] followers, [--] engagements "Also if youre a dual working couple at freaking age [--] where each spouse has a good job it is not scandalous to have $8mm. It would be a scandal to have less" [X Link](https://x.com/thepupil11/status/1482567958996074497) 2022-01-16T04:18Z [----] followers, [--] engagements "This bubble sure features a lot of fast growing profitable enterprises making loads of cash at serious scale" [X Link](https://x.com/thepupil11/status/1488629118845566976) 2022-02-01T21:43Z [----] followers, [---] engagements "This is a tiresome takebut it is really amazing the global stock market is down just 5% YTD considering the wackydoodle market action" [X Link](https://x.com/thepupil11/status/1489363377482776581) 2022-02-03T22:21Z [----] followers, [--] engagements "The advantages of being small in fixed income" [X Link](https://x.com/thepupil11/status/1492478705549164544) 2022-02-12T12:40Z [----] followers, [--] engagements "taking some victory laps today on $APTS. in the end I read a message board post did some confirmatory work observed that BREIT was buying everything and made some money not much skill required not terribly repeatable but i'll take it" [X Link](https://x.com/thepupil11/status/1493937932054503431) 2022-02-16T13:18Z [----] followers, [--] engagements "My tech DD today: $ROKU is down 70%. I have a roku. Checks EV / 2023/4/5/6 to EBITDA relative to $GOOG sees $GOOG cheaper even in far out years Turns off Bloomberg Confused" [X Link](https://x.com/thepupil11/status/1494855042435846146) 2022-02-19T02:03Z [----] followers, [---] engagements "just refreshing this bad boy for fun. $BRK $ARKK" [X Link](https://x.com/thepupil11/status/1502344346682728449) 2022-03-11T18:02Z [----] followers, [--] engagements "Printing the 13-F [--] days early because I'm an attention whore. Unaudited unverifiable probably fake [--] days too early performance is about +10-12% YTD" [X Link](https://x.com/thepupil11/status/1508908947687755779) 2022-03-29T20:48Z [----] followers, [--] engagements "Now we got a [--] handle on the I-bond yield want some more @TreasuryDirect eyes. NoBonders NGMI Treasury Direct Eyes.for all my i-bond HODL'ers who know what a real store of value is. https://t.co/d0WJbahfg9 Treasury Direct Eyes.for all my i-bond HODL'ers who know what a real store of value is. https://t.co/d0WJbahfg9" [X Link](https://x.com/thepupil11/status/1514060768014176260) 2022-04-13T01:59Z [----] followers, [--] engagements "The masculine urge to buy a (seemingly intact) 10k foot Tudor mansion in a decaying city for $625k https://www.zillow.com/homedetails/1103-W-3rd-St-Jamestown-NY-14701/2096958998_zpid/utm_campaign=iosappmessage&utm_medium=referral&utm_source=txtshare https://www.zillow.com/homedetails/1103-W-3rd-St-Jamestown-NY-14701/2096958998_zpid/utm_campaign=iosappmessage&utm_medium=referral&utm_source=txtshare" [X Link](https://x.com/thepupil11/status/1517285348254093314) 2022-04-21T23:33Z [----] followers, [---] engagements "$BX just honey badgering the whole REIT market.macro risks bedamned.notably small premiums on the last [--] though" [X Link](https://x.com/thepupil11/status/1518568961520152578) 2022-04-25T12:33Z [----] followers, [--] engagements "Speculator bought $700k tear down next to a literal new train trackstakes out $1mm hard money construction loanbuilds modern box of white & greylist at $2.1mm (to be next to a train tracks)and punished by the market gods for sins Nature healing https://www.zillow.com/homedetails/8618-Jones-Mill-Rd-Chevy-Chase-MD-20815/37180381_zpid/utm_campaign=iosappmessage&utm_medium=referral&utm_source=txtshare https://www.zillow.com/homedetails/8618-Jones-Mill-Rd-Chevy-Chase-MD-20815/37180381_zpid/utm_campaign=iosappmessage&utm_medium=referral&utm_source=txtshare" [X Link](https://x.com/thepupil11/status/1518738379990568960) 2022-04-25T23:47Z [----] followers, [--] engagements "Maybe it shoulda been [--] bps" [X Link](https://x.com/thepupil11/status/1522186407825100800) 2022-05-05T12:08Z [----] followers, [--] engagements "So theres this account that just dutifully posts daily PnL and just takes a beating in good stride every single day. The capacity for public suffering is really high and I respect that. Nov [--] vs today" [X Link](https://x.com/thepupil11/status/1524577343095853057) 2022-05-12T02:28Z [----] followers, [---] engagements "$700k is material for most; so that Peak to trough sucks but theres a certain discipline to it all the daily posts the share counts not changing over long periods. I dont advocate for this approach at all and am also not trying to kick this man while down; but it fascinates" [X Link](https://x.com/thepupil11/status/1524580285848985601) 2022-05-12T02:40Z [----] followers, [--] engagements "do I read this right that the CEO of FTX bought 7.6% of $HOOD for $648 million Interesting" [X Link](https://x.com/thepupil11/status/1524849004890275846) 2022-05-12T20:28Z [----] followers, [--] engagements "1 townhouse in $JOE land (30A) 2002: $400k 2003:$342K 2005: $508K 2014: $345K 2015: $545K 2019: $545K 2021: $960K 2022: $1.8mm asking (some reno done but not substantial)" [X Link](https://x.com/thepupil11/status/1531266590016151552) 2022-05-30T13:29Z [----] followers, [---] engagements "Gonna break character here for some personal finance: WTAF This number should be 0.5-1%" [X Link](https://x.com/thepupil11/status/1543182070796648449) 2022-07-02T10:37Z [----] followers, [---] engagements "Im rarely a populist but stock buyback tax but no carried interest change is a giant fuck you to everyday investors" [X Link](https://x.com/thepupil11/status/1555371336238866434) 2022-08-05T01:53Z [----] followers, [---] engagements "The manager whos being disparaged because of a huge drawdown and I couldnt be further apart in investment philosophy but I dont really love the piling on a young guy who built a scrappy $IBKR SMA biz and seems to be transparent/genuine/have all his $ in fund" [X Link](https://x.com/thepupil11/status/1561339601830248448) 2022-08-21T13:09Z [----] followers, [---] engagements "🤔 3-4 times a day" [X Link](https://x.com/thepupil11/status/1565148205565763585) 2022-09-01T01:23Z [----] followers, [---] engagements "disagree. $20-40k/yr + for 10+ years you can build a tax deferred market risk free inflation protected pile of cash or $200-$400k+ which is additive to a portfolio up to say $10mm which is not poor. Remember when all of the allegedly wealthy people on fintwit spent weeks discussing "I bonds" (max investment of $10k/year @ 10% interest so max payout of $1k for the entire year) and none of them realized it outed them as being poor One of the funniest things I've ever seen Remember when all of the allegedly wealthy people on fintwit spent weeks discussing "I bonds" (max investment of $10k/year @" [X Link](https://x.com/thepupil11/status/1576922556367372288) 2022-10-03T13:10Z [----] followers, [--] engagements "The $META episode is illustrative of a long held conspiracy theory Ive had regarding why Buffett doesnt own $GOOG; somewhat hypocritically he doesnt seem to invest in size in dual class share structuresshareholders have no recourse to $META s actions and wouldnt if $GOOG" [X Link](https://x.com/thepupil11/status/1585602637835247645) 2022-10-27T12:01Z [----] followers, [--] engagements "Me: Im going to methodically build a basket of long duration corporate bonds over the next 3-5 years Also me: holy shit this stock is cheap but risky AF sell all the bonds this morning no room for good risk/reward 10% IRRs multibag or bust (Work too preliminary to share)" [X Link](https://x.com/anyuser/status/1593594383714209792) 2022-11-18T13:18Z [----] followers, [--] engagements "today's engagement bait @BillAckman" [X Link](https://x.com/thepupil11/status/1598325649894154241) 2022-12-01T14:38Z [----] followers, [---] engagements "Any guy who cranks out comp sheets needs more followers than this" [X Link](https://x.com/thepupil11/status/1599913163863957504) 2022-12-05T23:46Z [----] followers, [--] engagements "Father why didnt you own more stocks and real estate during the inflationary 2020s and 30s Well son the Japanese [--] yr increased by [--] basis points which strengthened the yen and I just knew I had to blow out of everything. Hurry and get your soup the lines moving" [X Link](https://x.com/thepupil11/status/1605190967069474816) 2022-12-20T13:18Z [----] followers, 63.9K engagements "12/31 self-important 13-F Unaudited Probably Fake Performance 2022: +4.6% 2021: +55% 2020: 0%" [X Link](https://x.com/thepupil11/status/1610293154871406593) 2023-01-03T15:13Z [----] followers, 42.5K engagements "the amount of people here choosing $2mm is disturbing to me. Would you take: Option [--] - $20000 a month in passive income for life (pension style) Option [--] - $2 Million today Note: Income taxes are in play Would you take: Option [--] - $20000 a month in passive income for life (pension style) Option [--] - $2 Million today Note: Income taxes are in play" [X Link](https://x.com/thepupil11/status/1616434952165535744) 2023-01-20T13:58Z [----] followers, 117.4K engagements "$VNO defaulting on big 5th Ave loan. only $190mm at share to pay off but can see why they don't want to. $2000/ft in place leases are a teensy bit above market. speculate $VNO keeps the space by doing a DPO that takes advantage of its own liquidity vs that of its JV partner" [X Link](https://x.com/anyuser/status/1625253809973784613) 2023-02-13T22:01Z [----] followers, 31K engagements "I know this is unoriginal but a lot of the folks talk about 401ks as locking up money for 30-40 years. There are many ways to access 401k/IRA money before then. Roth contributions Roth conversion ladder SEPP ROBS $50K loan etc. Im. It one for threads explaining all that" [X Link](https://x.com/thepupil11/status/1632457240870264833) 2023-03-05T19:05Z [----] followers, 27.9K engagements "Blocked for saying CFA easier than law/med schoolwould not put that as one of my more controversial statements" [X Link](https://x.com/thepupil11/status/1632727293326917632) 2023-03-06T12:58Z [----] followers, 30.2K engagements "i hate myself for how conservatively positioned I've become. Thumbsucker Capital Management" [X Link](https://x.com/thepupil11/status/1633222937707773952) 2023-03-07T21:47Z [----] followers, 15.5K engagements "I have some securities Id like to put up as collateral to be valued at par" [X Link](https://x.com/thepupil11/status/1635105238842757126) 2023-03-13T02:27Z [----] followers, 16.2K engagements "@MadThunderdome Math checks out" [X Link](https://x.com/thepupil11/status/1636347679629271040) 2023-03-16T12:44Z [----] followers, 32.8K engagements "For my fellow REIT shareholders" [X Link](https://x.com/thepupil11/status/1639362399290417152) 2023-03-24T20:23Z [----] followers, 60.8K engagements "something for everyone to hate - excess diversification and low conviction - bill ackman - real estate including office toeholds - bonds Q1 = 3-4% market = 6.5%" [X Link](https://x.com/thepupil11/status/1641875540956045317) 2023-03-31T18:50Z [----] followers, 27.6K engagements "I'm back.will try to not be as obsessed with this place.but not also be totally silent" [X Link](https://x.com/thepupil11/status/1683664852827480066) 2023-07-25T02:25Z [----] followers, [----] engagements "Bought more bonds than I care to admit todaygoing out to celebrate with wifey" [X Link](https://x.com/thepupil11/status/1692319678033547568) 2023-08-17T23:37Z [----] followers, 71.9K engagements "I'm at the Adult Day Care I'm at the Liquor Store Caberet I'm at the Smokehouse I'm at the Banquet Hall I'm at the Deli / Import Meats I'm at the combination Adult Day Care Liquor Store Cabaret Smokehouse Banquet Hall Import Meats" [X Link](https://x.com/anyuser/status/1696351625189695747) 2023-08-29T02:38Z [----] followers, 19.1K engagements "Finished [--] taxes" [X Link](https://x.com/thepupil11/status/1713668459836408213) 2023-10-15T21:29Z [----] followers, 13.6K engagements "strongly held view: every public permanent capital vehicle eventually trades to 60-80% (or less) of NAV People are fickle. Eventually access premiums become "get me out" discounts which will become self reinforcing by empirical "historical discount" types explained by feesetc" [X Link](https://x.com/anyuser/status/1716923230739697752) 2023-10-24T21:02Z [----] followers, 61.1K engagements "blood in the streets in PHX multifamily $MAA picking up assets for pennies on the dollar 🤣 from forced sellers: "Our pricing of approximately $317000 per unit is substantially below current replacement costs. And is expected to provide an initial stabilized NOI yield of 5.5%"" [X Link](https://x.com/anyuser/status/1717580630379139584) 2023-10-26T16:35Z [----] followers, 28.7K engagements "quite the recovery today" [X Link](https://x.com/thepupil11/status/1720096351315493345) 2023-11-02T15:11Z [----] followers, 15.8K engagements "me: loses 10% in a month: this is fine like my portfolio feeling good more opportunities also me: makes 7% in [--] days: christ this is a bubble sell everything what is going on this is a crazy overreaction. narrator: you just lost 4% in total dude calm down" [X Link](https://x.com/thepupil11/status/1720438719151259960) 2023-11-03T13:52Z [----] followers, 10.1K engagements "2023: +18% 2022: +4.6% 2021: +55% 2020: 0% Very much a year in which everyone except me got rich. At beginning of [----] didnt love the portfolio after [--] good relative years. Still dont really love it after a year of underperformance. Too focused on life and job lol. 12/31 self-important 13-F Unaudited Probably Fake Performance 2022: +4.6% 2021: +55% 2020: 0% https://t.co/62nznIynlb 12/31 self-important 13-F Unaudited Probably Fake Performance 2022: +4.6% 2021: +55% 2020: 0% https://t.co/62nznIynlb" [X Link](https://x.com/anyuser/status/1741088359202660528) 2023-12-30T13:26Z [----] followers, 16.6K engagements "@BillAckman can influence the worlds largest fixed income market get the wealthiest university to fire its president but cant get $PSH to trade for 30% discount 🤣" [X Link](https://x.com/anyuser/status/1742323605076353111) 2024-01-02T23:14Z [----] followers, [----] engagements "For those who support Ackman you should buy some $PSH For those who dont maybe buy some $PSH so you can go to meetings and protest. The answer is always buy more $PSH (Disclaimer: Americans should consult their tax and legal advisors before buying $PSH)" [X Link](https://x.com/thepupil11/status/1743454553624723691) 2024-01-06T02:08Z [----] followers, 10.6K engagements "Kyle Bass's approach to risk mgt: societal calamity: large ranch with lots of defenses food stores and weapons. collapse of china: shorts and CDS and stuff health: diet of waffles diet coke and OJ for breakfast. hmmm" [X Link](https://x.com/thepupil11/status/1762858422326739317) 2024-02-28T15:12Z [----] followers, 12.6K engagements "Good morning As I lay in bed reading the $PSH annual report (highly recommend) I note that this guy has $100mm of $PSH shares. In case youre wondering what the reward is for being Ackmans funds CFO/President is" [X Link](https://x.com/anyuser/status/1771857252770558431) 2024-03-24T11:11Z [----] followers, 21.1K engagements "based on my conversations people would look at someone who owns a $1mm home w/ a $480K 3% mortgage as having a net worth of -$480K to + $592K from the home. And we wonder why no one can agree on NAV of a stock" [X Link](https://x.com/anyuser/status/1772324081607602386) 2024-03-25T18:06Z [----] followers, 10.3K engagements "I find this $PRKA thing exceedingly entertaining" [X Link](https://x.com/anyuser/status/1773070100192489684) 2024-03-27T19:30Z [----] followers, 55.9K engagements "@rohindhar If choosing between these [--] neighbors: [--]. [--] people who forked over $450k each and come for [--] [---] weeks/yr each [--]. 30+ people who paid for a week/weekend Id choose [--] said as someone whose family owns an STR and enjoys the benefits of renting it outkinda get it" [X Link](https://x.com/thepupil11/status/1775937727759835191) 2024-04-04T17:25Z [----] followers, 10.9K engagements "ignoring everything else in the report is this illegal asking for.everyone" [X Link](https://x.com/anyuser/status/1816827240451096955) 2024-07-26T13:25Z [----] followers, 127.7K engagements "Kind of fascinating to me that $AAPL can go up 20%+ in a Q with its largest active shareholder slamming the sell button" [X Link](https://x.com/anyuser/status/1819726011338052041) 2024-08-03T13:24Z [----] followers, 90.3K engagements "I will admit to not really understanding the point of investing in stocks if corporate tax rate goes to 28% and cap gains/qualified divs lose favorable treatment. $100 of pre-tax C corp income becomes $37 in post tax income in a high bracket pocket. might as well not play" [X Link](https://x.com/anyuser/status/1825982041520824402) 2024-08-20T19:43Z [----] followers, 19.9K engagements "@OtterMarket Royalty on affluent spending on staples [--] yr tip is 2.1% COST EY = 1.6% You accept the lower yield from COST because its growth will track actual inflation better than CPI and much better tax treatment think its expensive but intellectually this is how Id argue its fair" [X Link](https://x.com/anyuser/status/1854980748341629319) 2024-11-08T20:14Z [----] followers, 14.9K engagements "I am old enough to remember $WMT trading at a 10% free cash flow yield. $WMT up to 38x forward earnings estimates with 5% revenue growth. In the internet bubble peak multiple of 55x it was growing 26%+. https://t.co/pMbWH1OCD2 $WMT up to 38x forward earnings estimates with 5% revenue growth. In the internet bubble peak multiple of 55x it was growing 26%+. https://t.co/pMbWH1OCD2" [X Link](https://x.com/anyuser/status/1864058694272438512) 2024-12-03T21:26Z [----] followers, [----] engagements "bought $EQC on 12/3 for [-----] received $19.00 dividend sold the stub for $1.49. surely this is the road to long-term wealth generation" [X Link](https://x.com/anyuser/status/1866148656736510393) 2024-12-09T15:51Z [----] followers, [----] engagements "About +15% Its okay my wife said the big performance years scare her" [X Link](https://x.com/anyuser/status/1874635965236690962) 2025-01-02T01:56Z [----] followers, 13.3K engagements "seeing all this Manhattan a ghost town with congestion pricing I really dont understand it. Isnt it $9 Are people changing their plans over $9 lets take an uber into the city No man cant go out with that $9 congestion charge thats like 1/2 a drink in NYC" [X Link](https://x.com/anyuser/status/1878554352584970331) 2025-01-12T21:27Z [----] followers, 35K engagements "invested in $PSH on / off and in varying size since [----] quite successfully in general am an ackman apologist (I genuinely believe he is a great investor despite all his faults/controversy). With that said re-reading the proposed $HHH deal I believe it's value destroying" [X Link](https://x.com/anyuser/status/1878834912759058826) 2025-01-13T16:02Z [----] followers, 37.3K engagements "It's January [----]. over next [--] years Bill Ackman will a) kinda go nuts and be online all the time b) raise billions SPAC money and fail to do a deal c) try and fail to raise a US CEF d) try to coercively take under/externalize $HHH AND e) + $PSH NAV $27-$72 (21.5%/yr)" [X Link](https://x.com/anyuser/status/1879277408551080079) 2025-01-14T21:20Z [----] followers, 21.2K engagements "ah yes the uncomfortable part of the sell-off where one's illiquid low-beta hodge podge of a portfolio stands still and you are "outperforming" but know you're about 10% market drawdown away from your whole book going no bid" [X Link](https://x.com/anyuser/status/1907797641548722310) 2025-04-03T14:09Z [----] followers, 10.4K engagements "If Harvard loses tax exempt status can they become a publicly traded company C corp What P/B we paying for $HRVD" [X Link](https://x.com/anyuser/status/1912672018673144015) 2025-04-17T00:58Z [----] followers, 48.4K engagements "recognizing that fundamentals went from "most positive ever" to "not great bob" it's strange to see $ARE @ 0.7x book 7x FFO 7% divvy yield 60% of the first sell side NAV i looked up w/ well termed [--] yr 3.8% debt.what a difference [--] years makes" [X Link](https://x.com/anyuser/status/1916925383502410099) 2025-04-28T18:40Z [----] followers, 14K engagements "Basic Capital (assuming one starts out w/ $100K and adds $3K / month [--] years) after fees and expenses assuming contributions delever the structure. Plenty of garbage in / garbage out. Just curious" [X Link](https://x.com/thepupil11/status/1922314564617535768) 2025-05-13T15:34Z [----] followers, 48.6K engagements "so in 11/2022 $META traded for.12x [----] earnings.just kidding.12x 2Q [----] earnings" [X Link](https://x.com/anyuser/status/1950650734183387166) 2025-07-30T20:12Z [----] followers, 22.3K engagements "never have had a position in $RICK. Was surprised when i tossed the 10-K into ChatGPT along with some questions about acceleration of debt that there was fairly robust disclosure of the NY State investigation in the [----] 10-K. notable: "including two executive officers"" [X Link](https://x.com/anyuser/status/1968050918764707863) 2025-09-16T20:34Z [----] followers, 21.3K engagements "Hey retail guys up millions of dollars posting screenshots guess what I just clipped a dividend thats paying for tonights DoorDash meal" [X Link](https://x.com/anyuser/status/1969157343028920631) 2025-09-19T21:51Z [----] followers, 13.2K engagements "Me getting ready to refi from 50% LTV [--] yr 2.875% to a 90% LTV 6% [--] year" [X Link](https://x.com/anyuser/status/1987263264410247270) 2025-11-08T20:57Z [----] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@thepupil11 ThePupil
ThePupil posts on X about $psh, reit, market, money the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [------] +372%
- [--] Month [------] +183%
- [--] Months [-------] -9%
- [--] Year [-------] -43%
Mentions: [--] #
- [--] Week [--] +39%
- [--] Month [--] +39%
- [--] Months [---] +46%
- [--] Year [---] +16%
Followers: [-----] #
- [--] Week [-----] +0.44%
- [--] Month [-----] +0.59%
- [--] Months [-----] +2.90%
- [--] Year [-----] +6.90%
CreatorRank: [---------] #
Social Influence
Social category influence finance 36.97% stocks 21.01% technology brands 6.72% cryptocurrencies 3.36% financial services 1.68% countries 1.68% currencies 0.84% celebrities 0.84% musicians 0.84%
Social topic influence $psh 4.2%, reit #107, market 3.36%, money 3.36%, yield 3.36%, in the 3.36%, dividend 2.52%, $elme #3, $nen 2.52%, share 2.52%
Top accounts mentioned or mentioned by @adamb1438 @mr_neutral_man @jasoncnc @larry_bukowski @slicetransverse @ron284ron @billackman @realassetsvalue @mrneutralman @missingmiddle @tiehackcapital @k3ithmccullough @questforyield @larrybukowski @pebites @treasurydirect @rhunterh @madthunderdome @rohindhar @ottermarket
Top assets mentioned Elme Communities (ELME) Interactive Brokers Group, Inc. (IBKR) Blackstone, Inc. (BX) Brookfield Asset Management Inc (BAM) Alphabet Inc Class A (GOOGL) Metadium (META) Howard Hughes Holdings Inc. (HHH) TuSimple Holdings Inc. (TSPH) Apartment Investment and Management Company (AIV) ALEX Lab (ALEX) yajyu senpai (810) Motorola Solutions Inc (MSI) Amerco (UHAL) CHEGG, INC. (CHGG) Fenerbahçe Token (FB)
Top Social Posts
Top posts by engagements in the last [--] hours
"$IBKR indicating that $TSPH : TuSimple / $TSP / CreateAI is paying a dividend Big if true but cant find anything from company / other source to indicate thats true"
X Link 2025-05-29T12:37Z [----] followers, [----] engagements
"$ELME liquidation / $AIV selling all boston assets.will there be any subscale REIT multifamily left cap rate on $AIV boston a little disappointing. 6.9% am i missing something Is this the GFC 😀"
X Link 2025-08-06T20:47Z [----] followers, [----] engagements
"@Mr_Neutral_Man @missingmiddle i hate this stock.could make the case Tribeca the equity market cap but also that they NEED to cut divvy to $0 in [--] years and basically worthless to OPMI's after that"
X Link 2025-11-14T13:28Z [----] followers, [---] engagements
"Has Berkshire ever purchased a material stake in a controlled company with supervoting shares before Maybe Petrochina counts"
X Link 2025-11-14T22:17Z [----] followers, [----] engagements
"@TiehackCapital don't think $NEN will ever sell. many of the buildings have been owned a long time and have no tax basis. the Browns are MA residents (to my knowledge) and would see big tax leakage as a % of equity. maybe some basis step up when Harold died in [----] / other offsets / but doubt it"
X Link 2026-01-07T19:51Z [----] followers, [----] engagements
"$ALEX proxy.basically no shopping of the company. Local partner met w/ $ALEX in 3/2025 and said "you'll always trade at a discount.go private.bought w/ $BX [--] months later" OTOH breakup fee small and no superior proposal has come up. https://www.bamsec.com/filing/110465926002968cik=1545654 https://www.bamsec.com/filing/110465926002968cik=1545654"
X Link 2026-01-14T22:08Z [----] followers, [----] engagements
"$ELME stub seems fairly rich for highly levered forced seller marginal DC/MD multifamily +Watergate Office maybe i did muh math wrong"
X Link 2026-01-16T14:38Z [----] followers, [----] engagements
"$ELME announced sale price on [--] assets for a collective $155mm. They lost 40% unlevered on these [--] assets over 3-6 years"
X Link 2026-01-28T20:44Z [----] followers, [----] engagements
"@k3ithmccullough I havent really had high conviction in much in a while. Just kind of limping along"
X Link 2026-02-04T00:13Z [----] followers, [---] engagements
"@jasonc_nc I know Im by no means typical but I worked a job from [----] - [----] and had $60k in my 401k from that (it was like [--] maxes out ($13k ish at time) + another stub calendar year plus gains from putting it all in employer big bank equity plus some match (which due to bank error in"
X Link 2026-02-07T14:19Z [----] followers, [---] engagements
"@jasonc_nc My favor fully vested / was never clawed back. That account has had no other contributions and is $365k/ hasnt even performed great relative to markets. Now obviously like 1% of people are doing that at [--] but at [--] At [--] At [--] Median balance of $40k for those w/ any"
X Link 2026-02-07T14:21Z [----] followers, [--] engagements
"@jasonc_nc Is just so low in the context of our (seemingly perpetual) bull market employer match weve had like 95%-99% employment for nearly two decades market straight up"
X Link 2026-02-07T14:23Z [----] followers, [--] engagements
"@QuestforYield people on a quest for yield"
X Link 2026-02-09T15:36Z [----] followers, [---] engagements
"alright guys before i have to sit through all these [---] year bond takes.the University of Oxford [----] yield 5.7% to maturity.if there was no principal they'd yield 5.6%.if they paid their coupons for [--] more years and never again 5.1% [--] years = 3.8% [--] years = 1.2%"
X Link 2026-02-09T15:45Z [----] followers, 28.5K engagements
"Century bonds are shorter duration instruments than many equities and it's perfectly conceivable for a corporate to issue [---] year bonds. I'd happily buy Google's sterling bonds at the right price but the price will reflect a low credit spread (pbly not out of line w/ Oxfords)"
X Link 2026-02-09T15:45Z [----] followers, [----] engagements
"let's say you bought the JC Penney [--] 5/8% of [----] @ par in 2/1997 and held until they defaulted in 2/2020 and then sold at $27 / $100. I estimate that was about a 6% IRR. so even if a corp goes BK "quickly" it's not that terrible. people should have bought a [--] yr govvy insted"
X Link 2026-02-09T15:57Z [----] followers, [----] engagements
"@AdamB1438 the MSI 5.22%'s of [----] were issued @ $750 / $1000 56% of them were retired in [----] @ $797 and the remainder remain outstanding obligations of Motorola Solutions and trade @ $81 ($810) / 6.4% at a [---] bp spread vs [--] yr.not exactly disastrous"
X Link 2026-02-09T18:59Z [----] followers, [---] engagements
"@AdamB1438 the tender was at a [---] bp spread (in post GFC land) and they trade at a [---] bp spread now vs [--] bps when issued.corporates change / may get worse over time but if you look at JC Penney bonds or Motorola Bonds issued in 1997.they did not really lose $ / it's too simple"
X Link 2026-02-09T19:04Z [----] followers, [---] engagements
"@AdamB1438 to say "look at these companies that no longer exists in their exact current form from [------] years ago." fintwit's resident century bond defender.i honestly wish there were more of them around"
X Link 2026-02-09T19:05Z [----] followers, [---] engagements
"@AdamB1438 if someone says "how on earth could anyone lend to a company for [---] years".I might reply "how can you own any junior perpetual non coupon paying (in many cases) minority interests in businesses""
X Link 2026-02-09T20:48Z [----] followers, [--] engagements
"gross property / share revenue / share $UHAL"
X Link 2025-09-19T15:06Z [----] followers, [----] engagements
"$NEN selling getting a little sloppy"
X Link 2025-09-25T20:15Z [----] followers, [----] engagements
"@larry_bukowski Biz is still growing Talking about revenue and earnings power. not stock price"
X Link 2026-02-13T01:05Z [----] followers, [---] engagements
"What are examples of companies (like $CHGG) which HAVE been destroyed by AI already"
X Link 2026-02-13T01:01Z [----] followers, [----] engagements
"The REIT boys are here for you"
X Link 2026-02-06T11:33Z [----] followers, [----] engagements
"Dont leave home without it"
X Link 2026-02-14T13:57Z [----] followers, 13.3K engagements
"The Weeknd is long office and urban multifamily"
X Link 2021-02-08T01:40Z [----] followers, [--] engagements
"Only $BAM can be raising a $7.5B net zero climate fund and putting a bid on a $13.5B Canadian oil pipeline while weighing an IPO of a $20B car battery manufacturer all on the same day. All those fees"
X Link 2021-02-10T23:01Z [----] followers, [---] engagements
"told my LP at dinner last night about our 400%+ YTD outperformance. she was shocked and asked if we could retire now but turns out I was using my Cha-MATH"
X Link 2021-03-07T16:59Z [----] followers, [---] engagements
"Ackman quietly +$300 million on rate hedges this year. $PSTH for upside capture rate swaptions for tail hedge at a 25% discount do you're not paying too much for all that optionality"
X Link 2021-03-29T17:34Z [----] followers, [--] engagements
"reflexive long levered to the red hot sunbelt multifamily market Preferred Apartment Communities $APTS. COBF degenerates such as myself have been buying. sum it up trades for $10 at a [--] cap on multifamily it's worth $7. At a [--] cap its worth $25. this pup is levered"
X Link 2021-04-21T20:23Z [----] followers, [--] engagements
"Am I doing this right"
X Link 2021-04-28T20:56Z [----] followers, [--] engagements
"Commercial Real Estate 🐻🐻🐻's feast upon Sam Zell's comments re pricing and risk reward: hates on retail office & lodging all in one go:"
X Link 2021-05-05T21:13Z [----] followers, [---] engagements
"$WRE sold 90% of their office to Brookfield for $766mm. This is $333/ft and they had $18.5mm of office NOI last Q. If I take 90% of that and annualized it theyre selling DC metro office at a [--] cap. Use of proceeds is to de-lever and buy.sunbelt multifamily. Terrible print"
X Link 2021-06-16T00:54Z [----] followers, [--] engagements
"The dwarves delved too greedily and too deep. You know what they awoke in the darkness of Khazad-dum. shadow and flame The Gulf of Mexico is literally on fire because a pipeline ruptured https://t.co/J4ur5MNyt1 The Gulf of Mexico is literally on fire because a pipeline ruptured https://t.co/J4ur5MNyt1"
X Link 2021-07-02T22:08Z [----] followers, [---] engagements
"Both CFA and MBA are negative indicators regarding trajectory. Moneymakers dont need either. Im not a moneymaker so I got the obligatory CFA. Its a colossal waste of time and Ive never used any of the material and have never heard of anyone using the material in the real"
X Link 2021-08-18T02:36Z [----] followers, [---] engagements
"Classique $BAM financial engineering right here. Bought [--] Seattle buildings leased to $FB for term for $565mm slaps a ground lease on them for $263mm proceeds then a $205mm CMBS achieving 82% non recourse LTC leverage (based on what one can glean from public sources"
X Link 2021-08-18T17:46Z [----] followers, [---] engagements
"@PEBites The b piece buyer on our big upcoming CMBS dealthe dude was super chill about it and would then message me on Bloomberg pretending to hawk insurance products but for a moment it was mortifying and induced a lot of anxiety"
X Link 2021-09-14T11:51Z [----] followers, [--] engagements
"About +27% YTD $CDR / $LAACZ / Royalties/Energy steppin' up to keep the ship afloat Disclaimer: probably riddled with errors given aggregation of many accounts About +24% YTD. For completeness I was up 2-3% last year and am barely outperforming on most of my accounts or underperforming on others over long time frames. Dont follow me or invest in stuff I do because of outperformance because I have not outperformed. About +24% YTD. For completeness I was up 2-3% last year and am barely outperforming on most of my accounts or underperforming on others over long time frames. Dont follow me or"
X Link 2021-09-30T19:52Z [----] followers, [--] engagements
"Sunday morning illiquid pump for yall; been buying a lot of this lately and you should assume Im conflicted and self interested: $NEN New England Realty Associates is a publicly traded LP (K-1 + non resident MA state tax filing 😂) which owns [----] apts in/round Boston"
X Link 2021-11-28T13:43Z [----] followers, [---] engagements
"Blocked for correcting the guy on the lifetime gift tax exemptionodd"
X Link 2021-12-15T02:43Z [----] followers, [---] engagements
"I mean if I really wanted to get blocked Id have said that all self storage is overearning and that tertiary market yield oriented buyers w/ onerous GP terms would likely feel the next downcycle most acutely amirite"
X Link 2021-12-15T03:12Z [----] followers, [--] engagements
"Big shout out to my fellow blue state w-2 boyz wondering if anything but buy and hold is worth it. https://t.co/tlPp3eJ9e8 https://t.co/tlPp3eJ9e8"
X Link 2021-12-21T23:03Z [----] followers, [--] engagements
"Treasury Direct Eyes.for all my i-bond HODL'ers who know what a real store of value is"
X Link 2022-01-14T01:00Z [----] followers, [--] engagements
"As someone who invest 30-40% of NW in REITs and who has stubbornly never invested in $AMT (to my detriment) looks more interesting than it has in a while right now [---] cap ish 25x AFFO though its more international than I thought and that DC acq. is confusing to me"
X Link 2022-01-15T13:51Z [----] followers, [--] engagements
"Also if youre a dual working couple at freaking age [--] where each spouse has a good job it is not scandalous to have $8mm. It would be a scandal to have less"
X Link 2022-01-16T04:18Z [----] followers, [--] engagements
"This bubble sure features a lot of fast growing profitable enterprises making loads of cash at serious scale"
X Link 2022-02-01T21:43Z [----] followers, [---] engagements
"This is a tiresome takebut it is really amazing the global stock market is down just 5% YTD considering the wackydoodle market action"
X Link 2022-02-03T22:21Z [----] followers, [--] engagements
"The advantages of being small in fixed income"
X Link 2022-02-12T12:40Z [----] followers, [--] engagements
"taking some victory laps today on $APTS. in the end I read a message board post did some confirmatory work observed that BREIT was buying everything and made some money not much skill required not terribly repeatable but i'll take it"
X Link 2022-02-16T13:18Z [----] followers, [--] engagements
"My tech DD today: $ROKU is down 70%. I have a roku. Checks EV / 2023/4/5/6 to EBITDA relative to $GOOG sees $GOOG cheaper even in far out years Turns off Bloomberg Confused"
X Link 2022-02-19T02:03Z [----] followers, [---] engagements
"just refreshing this bad boy for fun. $BRK $ARKK"
X Link 2022-03-11T18:02Z [----] followers, [--] engagements
"Printing the 13-F [--] days early because I'm an attention whore. Unaudited unverifiable probably fake [--] days too early performance is about +10-12% YTD"
X Link 2022-03-29T20:48Z [----] followers, [--] engagements
"Now we got a [--] handle on the I-bond yield want some more @TreasuryDirect eyes. NoBonders NGMI Treasury Direct Eyes.for all my i-bond HODL'ers who know what a real store of value is. https://t.co/d0WJbahfg9 Treasury Direct Eyes.for all my i-bond HODL'ers who know what a real store of value is. https://t.co/d0WJbahfg9"
X Link 2022-04-13T01:59Z [----] followers, [--] engagements
"The masculine urge to buy a (seemingly intact) 10k foot Tudor mansion in a decaying city for $625k https://www.zillow.com/homedetails/1103-W-3rd-St-Jamestown-NY-14701/2096958998_zpid/utm_campaign=iosappmessage&utm_medium=referral&utm_source=txtshare https://www.zillow.com/homedetails/1103-W-3rd-St-Jamestown-NY-14701/2096958998_zpid/utm_campaign=iosappmessage&utm_medium=referral&utm_source=txtshare"
X Link 2022-04-21T23:33Z [----] followers, [---] engagements
"$BX just honey badgering the whole REIT market.macro risks bedamned.notably small premiums on the last [--] though"
X Link 2022-04-25T12:33Z [----] followers, [--] engagements
"Speculator bought $700k tear down next to a literal new train trackstakes out $1mm hard money construction loanbuilds modern box of white & greylist at $2.1mm (to be next to a train tracks)and punished by the market gods for sins Nature healing https://www.zillow.com/homedetails/8618-Jones-Mill-Rd-Chevy-Chase-MD-20815/37180381_zpid/utm_campaign=iosappmessage&utm_medium=referral&utm_source=txtshare https://www.zillow.com/homedetails/8618-Jones-Mill-Rd-Chevy-Chase-MD-20815/37180381_zpid/utm_campaign=iosappmessage&utm_medium=referral&utm_source=txtshare"
X Link 2022-04-25T23:47Z [----] followers, [--] engagements
"Maybe it shoulda been [--] bps"
X Link 2022-05-05T12:08Z [----] followers, [--] engagements
"So theres this account that just dutifully posts daily PnL and just takes a beating in good stride every single day. The capacity for public suffering is really high and I respect that. Nov [--] vs today"
X Link 2022-05-12T02:28Z [----] followers, [---] engagements
"$700k is material for most; so that Peak to trough sucks but theres a certain discipline to it all the daily posts the share counts not changing over long periods. I dont advocate for this approach at all and am also not trying to kick this man while down; but it fascinates"
X Link 2022-05-12T02:40Z [----] followers, [--] engagements
"do I read this right that the CEO of FTX bought 7.6% of $HOOD for $648 million Interesting"
X Link 2022-05-12T20:28Z [----] followers, [--] engagements
"1 townhouse in $JOE land (30A) 2002: $400k 2003:$342K 2005: $508K 2014: $345K 2015: $545K 2019: $545K 2021: $960K 2022: $1.8mm asking (some reno done but not substantial)"
X Link 2022-05-30T13:29Z [----] followers, [---] engagements
"Gonna break character here for some personal finance: WTAF This number should be 0.5-1%"
X Link 2022-07-02T10:37Z [----] followers, [---] engagements
"Im rarely a populist but stock buyback tax but no carried interest change is a giant fuck you to everyday investors"
X Link 2022-08-05T01:53Z [----] followers, [---] engagements
"The manager whos being disparaged because of a huge drawdown and I couldnt be further apart in investment philosophy but I dont really love the piling on a young guy who built a scrappy $IBKR SMA biz and seems to be transparent/genuine/have all his $ in fund"
X Link 2022-08-21T13:09Z [----] followers, [---] engagements
"🤔 3-4 times a day"
X Link 2022-09-01T01:23Z [----] followers, [---] engagements
"disagree. $20-40k/yr + for 10+ years you can build a tax deferred market risk free inflation protected pile of cash or $200-$400k+ which is additive to a portfolio up to say $10mm which is not poor. Remember when all of the allegedly wealthy people on fintwit spent weeks discussing "I bonds" (max investment of $10k/year @ 10% interest so max payout of $1k for the entire year) and none of them realized it outed them as being poor One of the funniest things I've ever seen Remember when all of the allegedly wealthy people on fintwit spent weeks discussing "I bonds" (max investment of $10k/year @"
X Link 2022-10-03T13:10Z [----] followers, [--] engagements
"The $META episode is illustrative of a long held conspiracy theory Ive had regarding why Buffett doesnt own $GOOG; somewhat hypocritically he doesnt seem to invest in size in dual class share structuresshareholders have no recourse to $META s actions and wouldnt if $GOOG"
X Link 2022-10-27T12:01Z [----] followers, [--] engagements
"Me: Im going to methodically build a basket of long duration corporate bonds over the next 3-5 years Also me: holy shit this stock is cheap but risky AF sell all the bonds this morning no room for good risk/reward 10% IRRs multibag or bust (Work too preliminary to share)"
X Link 2022-11-18T13:18Z [----] followers, [--] engagements
"today's engagement bait @BillAckman"
X Link 2022-12-01T14:38Z [----] followers, [---] engagements
"Any guy who cranks out comp sheets needs more followers than this"
X Link 2022-12-05T23:46Z [----] followers, [--] engagements
"Father why didnt you own more stocks and real estate during the inflationary 2020s and 30s Well son the Japanese [--] yr increased by [--] basis points which strengthened the yen and I just knew I had to blow out of everything. Hurry and get your soup the lines moving"
X Link 2022-12-20T13:18Z [----] followers, 63.9K engagements
"12/31 self-important 13-F Unaudited Probably Fake Performance 2022: +4.6% 2021: +55% 2020: 0%"
X Link 2023-01-03T15:13Z [----] followers, 42.5K engagements
"the amount of people here choosing $2mm is disturbing to me. Would you take: Option [--] - $20000 a month in passive income for life (pension style) Option [--] - $2 Million today Note: Income taxes are in play Would you take: Option [--] - $20000 a month in passive income for life (pension style) Option [--] - $2 Million today Note: Income taxes are in play"
X Link 2023-01-20T13:58Z [----] followers, 117.4K engagements
"$VNO defaulting on big 5th Ave loan. only $190mm at share to pay off but can see why they don't want to. $2000/ft in place leases are a teensy bit above market. speculate $VNO keeps the space by doing a DPO that takes advantage of its own liquidity vs that of its JV partner"
X Link 2023-02-13T22:01Z [----] followers, 31K engagements
"I know this is unoriginal but a lot of the folks talk about 401ks as locking up money for 30-40 years. There are many ways to access 401k/IRA money before then. Roth contributions Roth conversion ladder SEPP ROBS $50K loan etc. Im. It one for threads explaining all that"
X Link 2023-03-05T19:05Z [----] followers, 27.9K engagements
"Blocked for saying CFA easier than law/med schoolwould not put that as one of my more controversial statements"
X Link 2023-03-06T12:58Z [----] followers, 30.2K engagements
"i hate myself for how conservatively positioned I've become. Thumbsucker Capital Management"
X Link 2023-03-07T21:47Z [----] followers, 15.5K engagements
"I have some securities Id like to put up as collateral to be valued at par"
X Link 2023-03-13T02:27Z [----] followers, 16.2K engagements
"@MadThunderdome Math checks out"
X Link 2023-03-16T12:44Z [----] followers, 32.8K engagements
"For my fellow REIT shareholders"
X Link 2023-03-24T20:23Z [----] followers, 60.8K engagements
"something for everyone to hate - excess diversification and low conviction - bill ackman - real estate including office toeholds - bonds Q1 = 3-4% market = 6.5%"
X Link 2023-03-31T18:50Z [----] followers, 27.6K engagements
"I'm back.will try to not be as obsessed with this place.but not also be totally silent"
X Link 2023-07-25T02:25Z [----] followers, [----] engagements
"Bought more bonds than I care to admit todaygoing out to celebrate with wifey"
X Link 2023-08-17T23:37Z [----] followers, 71.9K engagements
"I'm at the Adult Day Care I'm at the Liquor Store Caberet I'm at the Smokehouse I'm at the Banquet Hall I'm at the Deli / Import Meats I'm at the combination Adult Day Care Liquor Store Cabaret Smokehouse Banquet Hall Import Meats"
X Link 2023-08-29T02:38Z [----] followers, 19.1K engagements
"Finished [--] taxes"
X Link 2023-10-15T21:29Z [----] followers, 13.6K engagements
"strongly held view: every public permanent capital vehicle eventually trades to 60-80% (or less) of NAV People are fickle. Eventually access premiums become "get me out" discounts which will become self reinforcing by empirical "historical discount" types explained by feesetc"
X Link 2023-10-24T21:02Z [----] followers, 61.1K engagements
"blood in the streets in PHX multifamily $MAA picking up assets for pennies on the dollar 🤣 from forced sellers: "Our pricing of approximately $317000 per unit is substantially below current replacement costs. And is expected to provide an initial stabilized NOI yield of 5.5%""
X Link 2023-10-26T16:35Z [----] followers, 28.7K engagements
"quite the recovery today"
X Link 2023-11-02T15:11Z [----] followers, 15.8K engagements
"me: loses 10% in a month: this is fine like my portfolio feeling good more opportunities also me: makes 7% in [--] days: christ this is a bubble sell everything what is going on this is a crazy overreaction. narrator: you just lost 4% in total dude calm down"
X Link 2023-11-03T13:52Z [----] followers, 10.1K engagements
"2023: +18% 2022: +4.6% 2021: +55% 2020: 0% Very much a year in which everyone except me got rich. At beginning of [----] didnt love the portfolio after [--] good relative years. Still dont really love it after a year of underperformance. Too focused on life and job lol. 12/31 self-important 13-F Unaudited Probably Fake Performance 2022: +4.6% 2021: +55% 2020: 0% https://t.co/62nznIynlb 12/31 self-important 13-F Unaudited Probably Fake Performance 2022: +4.6% 2021: +55% 2020: 0% https://t.co/62nznIynlb"
X Link 2023-12-30T13:26Z [----] followers, 16.6K engagements
"@BillAckman can influence the worlds largest fixed income market get the wealthiest university to fire its president but cant get $PSH to trade for 30% discount 🤣"
X Link 2024-01-02T23:14Z [----] followers, [----] engagements
"For those who support Ackman you should buy some $PSH For those who dont maybe buy some $PSH so you can go to meetings and protest. The answer is always buy more $PSH (Disclaimer: Americans should consult their tax and legal advisors before buying $PSH)"
X Link 2024-01-06T02:08Z [----] followers, 10.6K engagements
"Kyle Bass's approach to risk mgt: societal calamity: large ranch with lots of defenses food stores and weapons. collapse of china: shorts and CDS and stuff health: diet of waffles diet coke and OJ for breakfast. hmmm"
X Link 2024-02-28T15:12Z [----] followers, 12.6K engagements
"Good morning As I lay in bed reading the $PSH annual report (highly recommend) I note that this guy has $100mm of $PSH shares. In case youre wondering what the reward is for being Ackmans funds CFO/President is"
X Link 2024-03-24T11:11Z [----] followers, 21.1K engagements
"based on my conversations people would look at someone who owns a $1mm home w/ a $480K 3% mortgage as having a net worth of -$480K to + $592K from the home. And we wonder why no one can agree on NAV of a stock"
X Link 2024-03-25T18:06Z [----] followers, 10.3K engagements
"I find this $PRKA thing exceedingly entertaining"
X Link 2024-03-27T19:30Z [----] followers, 55.9K engagements
"@rohindhar If choosing between these [--] neighbors: [--]. [--] people who forked over $450k each and come for [--] [---] weeks/yr each [--]. 30+ people who paid for a week/weekend Id choose [--] said as someone whose family owns an STR and enjoys the benefits of renting it outkinda get it"
X Link 2024-04-04T17:25Z [----] followers, 10.9K engagements
"ignoring everything else in the report is this illegal asking for.everyone"
X Link 2024-07-26T13:25Z [----] followers, 127.7K engagements
"Kind of fascinating to me that $AAPL can go up 20%+ in a Q with its largest active shareholder slamming the sell button"
X Link 2024-08-03T13:24Z [----] followers, 90.3K engagements
"I will admit to not really understanding the point of investing in stocks if corporate tax rate goes to 28% and cap gains/qualified divs lose favorable treatment. $100 of pre-tax C corp income becomes $37 in post tax income in a high bracket pocket. might as well not play"
X Link 2024-08-20T19:43Z [----] followers, 19.9K engagements
"@OtterMarket Royalty on affluent spending on staples [--] yr tip is 2.1% COST EY = 1.6% You accept the lower yield from COST because its growth will track actual inflation better than CPI and much better tax treatment think its expensive but intellectually this is how Id argue its fair"
X Link 2024-11-08T20:14Z [----] followers, 14.9K engagements
"I am old enough to remember $WMT trading at a 10% free cash flow yield. $WMT up to 38x forward earnings estimates with 5% revenue growth. In the internet bubble peak multiple of 55x it was growing 26%+. https://t.co/pMbWH1OCD2 $WMT up to 38x forward earnings estimates with 5% revenue growth. In the internet bubble peak multiple of 55x it was growing 26%+. https://t.co/pMbWH1OCD2"
X Link 2024-12-03T21:26Z [----] followers, [----] engagements
"bought $EQC on 12/3 for [-----] received $19.00 dividend sold the stub for $1.49. surely this is the road to long-term wealth generation"
X Link 2024-12-09T15:51Z [----] followers, [----] engagements
"About +15% Its okay my wife said the big performance years scare her"
X Link 2025-01-02T01:56Z [----] followers, 13.3K engagements
"seeing all this Manhattan a ghost town with congestion pricing I really dont understand it. Isnt it $9 Are people changing their plans over $9 lets take an uber into the city No man cant go out with that $9 congestion charge thats like 1/2 a drink in NYC"
X Link 2025-01-12T21:27Z [----] followers, 35K engagements
"invested in $PSH on / off and in varying size since [----] quite successfully in general am an ackman apologist (I genuinely believe he is a great investor despite all his faults/controversy). With that said re-reading the proposed $HHH deal I believe it's value destroying"
X Link 2025-01-13T16:02Z [----] followers, 37.3K engagements
"It's January [----]. over next [--] years Bill Ackman will a) kinda go nuts and be online all the time b) raise billions SPAC money and fail to do a deal c) try and fail to raise a US CEF d) try to coercively take under/externalize $HHH AND e) + $PSH NAV $27-$72 (21.5%/yr)"
X Link 2025-01-14T21:20Z [----] followers, 21.2K engagements
"ah yes the uncomfortable part of the sell-off where one's illiquid low-beta hodge podge of a portfolio stands still and you are "outperforming" but know you're about 10% market drawdown away from your whole book going no bid"
X Link 2025-04-03T14:09Z [----] followers, 10.4K engagements
"If Harvard loses tax exempt status can they become a publicly traded company C corp What P/B we paying for $HRVD"
X Link 2025-04-17T00:58Z [----] followers, 48.4K engagements
"recognizing that fundamentals went from "most positive ever" to "not great bob" it's strange to see $ARE @ 0.7x book 7x FFO 7% divvy yield 60% of the first sell side NAV i looked up w/ well termed [--] yr 3.8% debt.what a difference [--] years makes"
X Link 2025-04-28T18:40Z [----] followers, 14K engagements
"Basic Capital (assuming one starts out w/ $100K and adds $3K / month [--] years) after fees and expenses assuming contributions delever the structure. Plenty of garbage in / garbage out. Just curious"
X Link 2025-05-13T15:34Z [----] followers, 48.6K engagements
"so in 11/2022 $META traded for.12x [----] earnings.just kidding.12x 2Q [----] earnings"
X Link 2025-07-30T20:12Z [----] followers, 22.3K engagements
"never have had a position in $RICK. Was surprised when i tossed the 10-K into ChatGPT along with some questions about acceleration of debt that there was fairly robust disclosure of the NY State investigation in the [----] 10-K. notable: "including two executive officers""
X Link 2025-09-16T20:34Z [----] followers, 21.3K engagements
"Hey retail guys up millions of dollars posting screenshots guess what I just clipped a dividend thats paying for tonights DoorDash meal"
X Link 2025-09-19T21:51Z [----] followers, 13.2K engagements
"Me getting ready to refi from 50% LTV [--] yr 2.875% to a 90% LTV 6% [--] year"
X Link 2025-11-08T20:57Z [----] followers, [----] engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing