YieldGuy (@Yield_Guy) header
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Ex sell-side now self-employed | Materials bull $BHP $RIO | IP bull $DIS $EMBRAC | Nicotine bull $BTI $BATS | Crypto bull $LINK $XMR

Value trap
Joined February 2017
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Germany’s largest real estate company Vonovia Just leaving this here
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Calling it now. $VWA.NE will sell Audi in the next 24 months
#Volkswagen - Es wird Zeit in die Kirche zu gehen und für VW zu beten! Volkswagen hat soeben bekannt gegeben, dass der Konzern von Juli bis September unter dem Strich einen Verlust von 5,82 Milliarden Euro verbucht hat. Das teilte Volkswagen am Donnerstagmorgen mit. Wahnsinn! Die Deutschland AG brennt lichterloh! bild.de/politik/eilmeldung-v…
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Bill Ackman says that X is the best source of news and financial information in the world, and the one that he spends the most time on Reminder that this is a billionaire investor with every paid news resource available to him if he wishes for it. "People who are on X vs. people who rely on conventional media, you generally feel like you are a week to two weeks ahead."
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Another 10% relaxation in sulfur prices Bought more $MOS here at $18.5
Relaxation in sulfur prices Going to start buying $MOS here at ~$18
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Spotify paid $100mn for 3.5 years of Joe Rogan. $COIN paid $25mn for 8 podcast episodes. As a crypto native they promised but never delivered. $25mn: Zero episodes. Imagine getting led on like this @brian_armstrong
What happened to @echodotxyz, @brian_armstrong? As a shareholder I am quite concerned Coinbase can spend $375mn without utilizing the acquisition $COIN
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For the people who argue that they have bought access to @cobie rather than echo: teapawt.org/Yield_Guy/status/21153…
Replying to @NorthPraetor
Meta pays @alexandr_wang roughly ~$100mn Imagine buying @cobie for 4x of that
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Gonna add AI force majeure to every future obligation of mine
BREAKING: Private equity firms want "AI disruption" treated like an "act of God" in its credit docs. New buyout loans include force majeure-style language that lets borrowers delay the consequences of defaults they blame on AI.
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What happened to @echodotxyz, @brian_armstrong? As a shareholder I am quite concerned Coinbase can spend $375mn without utilizing the acquisition $COIN
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btw where are the podcast episodes you bought for $25mn?
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"Just getting started" Last post of @echodotxyz after being acquired by $COIN
We started building Echo around 2 years ago in an attempt to try and change the market dynamics around crypto fundraising. Today, we're joining Coinbase, but the mission stays the same. We're gonna use the firepower of this behemoth to provide better opportunities to investors and better fundraising options to founders. Just getting started. Cheers. Cobie
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What happened to @echodotxyz, @brian_armstrong? As a shareholder I am quite concerned Coinbase can spend $375mn without utilizing the acquisition $COIN
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Gigashort $BTC here
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Buying $EWZ here at $31 Someone gotta provide exit liquidity
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Bookmark this one
The $XMRZEC chart is telling me that either $XMR rallies hard or $ZEC tanks hard soon
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YieldGuy retweeted
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Relaxation in sulfur prices Going to start buying $MOS here at ~$18
First positive sign in months but $MOS still in dumps and the earliest this would flow throw to earnings is 3-6 months and it would have to continue.
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Bought some $CRCL at $78 and $NU $14.8
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Guess the chart (hint: it's a 10Y window)
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