LunarCrush LLM | creator/twitter::1557703236810850306/posts

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[@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1557703236810850306.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1557703236810850306.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1557703236810850306.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1557703236810850306.png) [@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 Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::1557703236810850306.png) [@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