[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, 1107 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 "@Aureliusltd28 Because they are driven off of market expectations of where the Fed will set ST rates in the future which is impossible to predict. Same with Saudis and oil prices"  [@GoodHouseCap](/creator/x/GoodHouseCap) on [X](/post/tweet/1948438043750248837) 2025-07-24 17:40:04 UTC XXX followers, XX 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, 1107 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
"@Aureliusltd28 Because they are driven off of market expectations of where the Fed will set ST rates in the future which is impossible to predict. Same with Saudis and oil prices" @GoodHouseCap on X 2025-07-24 17:40:04 UTC XXX followers, XX 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