$CANO $CMAX $AGL $PRVA

$THCH Post warrant exchange (and associated wet blanket) bounce.

Bears last few month:

On the average day, he trades as much was warren Buffett and probably reads for just as long.

Great listen. Scott was the head trader at my second fund and remains one of the best guys in credit. His ability to price risk and understand flows was eye opening to me when I started working under him. Great guy to follow.

$CANO Chief Clinical Officer Aguilar sells another 500k shares. Adds to the 775k he has sold in the last week. Marlow, the CEO of a public company with perfect information, took a margin loan to buy stock and warrants and was wrong. That decision led to him taking ~$40…

$TOI CEO transition to the COO. New guy doesn't look to be lacking in horsepower. Don't need a executive chair (Barasch), CEO and a high powered COO for such a small company.

#OOTT $GS $XOP $XLE $XOP GS on oil

Those shoes are not worth of a ribbon, let alone a flag. “The shoes right? The shoes are tragic!”

Those shoes are not worth of a ribbon, let alone a flag.

I see the Nikkei at a 33-year high and all I can think of is 1. At the pre burst peak, the Japanese owned rock center and the imperial palace real estate in Tokyo was worth more than California (or some crazy stat like that) 2. The book Holy Grail of Macro Economics…

#OOTT $OIH $XOP $XLE A remarkable picture of modern Saudi Arabia under MBS. Friedman has been in the Middle East since the 70s. The striking analogy of MBS reversing the post 1979 pivot is deeply interesting. KSA, like most of the Middle East is predominantly people under 30…

$CANO Q: Will funds that vote typically with Glass Lewis and ISS (ie the ETFs a mutual funds) override the proxy advisory recommendation? A: There is an internal process at most funds to do this where they go to an internal committee and plead their case. These instances are…

Commodities and inflation: “In 1922, 100 years ago, the average American home cost the same ~4,400 barrels of oil…today the average American home costs ~4,400 barrels of oil…”

$CANO

$AAMC EPS Targets 👀🔥

Delay likely bad for incumbents and good for 3 rebels (and shareholders). That complaint reads so bad for $CANO. Lot of civil and potentially criminal issues. Need a Fressinus / Akorn ruling where judge goes postal.