[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.] [@GoodHouseCap](/creator/twitter/GoodHouseCap) "@ACapitalLP @kingdomcapadv Weird accounting limited disclosures EM risk. They need to quickly grow into their capital structure or gonna have to file. Too hard pile for me"  [@GoodHouseCap](/creator/x/GoodHouseCap) on [X](/post/tweet/1947116829861658756) 2025-07-21 02:10:02 UTC XXX followers, XXX engagements "Really strong results from $ALLY. NIM appears to have troughed and is inflecting higher credit losses fell from a year ago 👀"  [@GoodHouseCap](/creator/x/GoodHouseCap) on [X](/post/tweet/1946180973202231797) 2025-07-18 12:11:16 UTC XXX followers, XXX engagements "@kingdomcapadv @ACapitalLP $FIP owns infrastructure assets with multiple growth catalysts. $GLNG does too and is attractive takeout candidate for infra funds. $ATUS doing ABL deal potential LME. Also its unsub Lightpath filed w regulators to do ABS deal"  [@GoodHouseCap](/creator/x/GoodHouseCap) on [X](/post/tweet/1947098523842883884) 2025-07-21 00:57:18 UTC XXX followers, 1101 engagements "Stable credit and upward sloping yield curve is a powerful combination for bank earnings. $ALLY $C $WAL $NBN $SYF $CASH 👀"  [@GoodHouseCap](/creator/x/GoodHouseCap) on [X](/post/tweet/1946186786947916270) 2025-07-18 12:34:23 UTC XXX followers, XXX engagements "GCI Liberty $GLIBA / $GLIBK interesting spinoff. Alaskan wireline and wireless quasi-monopoly with sub-3x leverage trading for 5x EBITDA. Peers like $CHTR $CMCSA and $ATUS have higher leverage trade 7-8x. John Malone staying on as EC 👀"  [@GoodHouseCap](/creator/x/GoodHouseCap) on [X](/post/tweet/1946188583280189871) 2025-07-18 12:41:31 UTC XXX followers, XXX engagements
[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]
@GoodHouseCap
"@ACapitalLP @kingdomcapadv Weird accounting limited disclosures EM risk. They need to quickly grow into their capital structure or gonna have to file. Too hard pile for me" @GoodHouseCap on X 2025-07-21 02:10:02 UTC XXX followers, XXX engagements
"Really strong results from $ALLY. NIM appears to have troughed and is inflecting higher credit losses fell from a year ago 👀" @GoodHouseCap on X 2025-07-18 12:11:16 UTC XXX followers, XXX engagements
"@kingdomcapadv @ACapitalLP $FIP owns infrastructure assets with multiple growth catalysts. $GLNG does too and is attractive takeout candidate for infra funds. $ATUS doing ABL deal potential LME. Also its unsub Lightpath filed w regulators to do ABS deal" @GoodHouseCap on X 2025-07-21 00:57:18 UTC XXX followers, 1101 engagements
"Stable credit and upward sloping yield curve is a powerful combination for bank earnings. $ALLY $C $WAL $NBN $SYF $CASH 👀" @GoodHouseCap on X 2025-07-18 12:34:23 UTC XXX followers, XXX engagements
"GCI Liberty $GLIBA / $GLIBK interesting spinoff. Alaskan wireline and wireless quasi-monopoly with sub-3x leverage trading for 5x EBITDA. Peers like $CHTR $CMCSA and $ATUS have higher leverage trade 7-8x. John Malone staying on as EC 👀" @GoodHouseCap on X 2025-07-18 12:41:31 UTC XXX followers, XXX engagements
/creator/twitter::1557703236810850306/posts