Sweaty Equities
@SweatyEquities
Followers
3,307
Following
532
Media
2,132
Statuses
68,852
generally rambling. know stuff about renewables, industrials/distributors/engineering/built environment. not financial advice.
Joined July 2012
Don't wanna be here?
Send us removal request.
Explore trending content on Musk Viewer
hobi
• 212834 Tweets
HAPPY TRACKLIST
• 207398 Tweets
Tuchel
• 200352 Tweets
JIN IS COMING
• 187794 Tweets
FY RECAP BLANK SS2EP4
• 179227 Tweets
LINGLING MYCHERIE AMOUR EP8
• 164025 Tweets
カズラドロップ
• 68673 Tweets
TXT ANGEL CONCEPT PHOTO & CLIP
• 64313 Tweets
Another Level
• 55535 Tweets
Taka
• 54093 Tweets
STRAY KIDS COME TO PLAY
• 31956 Tweets
$STORM
• 22629 Tweets
Cynthia
• 19123 Tweets
Toru
• 17038 Tweets
عبدالرحمن المطيري
• 16055 Tweets
ONE OK ROCK
• 12706 Tweets
中島健人
• 12384 Tweets
Gromit
• 12067 Tweets
高所得者の年金停止要望
• 11455 Tweets
先行セール
• 10138 Tweets
Damn $5M bonus each for top 1200 traders and execs at Trafigura.
22
34
781
My best friend went to Heaven this past weekend. 16 years of pure joy and happiness ❤️
56
5
529
2
32
161
Pour one out for all of the restructuring bankers and lawyers. It’s about to get busy.
3
8
143
Coffee with one of the best dudes on this site -
@IgnoreNarrative
. Chatted about all things lumber, FG, global macro, family and much more!
6
0
59
Every business should use
@ModernTreasury
. Super impressed with product and team. Not a sleeper anymore, but fully believe
@dadiomov
is in the early innings of building a future $50B company. It’s amazing how many F500s are still stuck in the dinosaur age.
1
1
47
You should bonus points with the bank for paying your credit card bill early. Thoughts?
@iankar_
16
1
41
1
71
37
Making a pretty big personal move with some open market purchases this week of a nano cap that is in my backyard. If I’m right, the upside is 300%, if I’m wrong, the downside is close to 20-25%. More info to come as things unfold.
9
1
39
M&A activity is really heating up this morning. Going to be a big September.
2
2
38
Grandparents lost their entire roof in Ida. This is devastating.
9
1
35
This quite possibly has been the best month of my life. Can’t wait to give back during the holidays and more going forward.
3
0
36
Well I got pitched on helping a Chinese asset purchase timberland in the Southern U.S today. I politely declined because I don’t talk to spies about great timberland prospects.
4
0
32
SaaS, PE-backed client is doing a serious, top down reorg. The beginning of the end.
4
0
29
If we have a new variant every 3-6 months for the next decade, you better be long equities because the government will have to keep stimulating. The music will never stop as long as the variants don’t stop.
4
1
27
I have beat all, except for the top 3, using no leverage for the duration of the year. AMA.
7
0
30
I will not let a client bully me
I will not let a client bully me
I will not let a client bully me
My clients pay my bills
My bills are now paid
I will now bully my client
The end
- F. Scott Fitzgerald
2
2
27
Don’t buy a Daytona
Don’t buy a Daytona
Don’t buy a Daytona
*Buys Masters Sunday tickets*
Don’t buy a Daytona
Don’t buy a Daytona
*Buys a Daytona*
4
0
26
Huge day for
@IgnoreNarrative
@larryswets
@kcerminara
. Couldn’t be more happy for a group of tremendous people. The best is yet to come.
#ICLTF
0
1
26
Wow. Wiring, cash management and treasury operations are extremely outdated across the vast majority of major organizations and corporations. Who are the best people building exciting products in this space? Cc:
@cokiehasiotis
@iankar_
8
0
25
Very impressed with how seamless this offering was. Great job
@OnRallyRd
@robpetrozzo
@fitztepper
@rachellindzon
and many more.
2
1
25
Life is short. Work your ass off and be nice to people.
Most importantly - work your ass off at being nice to people with zero expectation of what you get out of it in return :)
1
2
25
I’ve never been more bullish on $LEGH. Strong management incentive alignment, impressive unit economics, vertical integration with tiny house parks… this thing is primed to rip or get bought out
2
3
22
@sinstockpapi
I still can’t believe that $BKEP trades like an O&G shop when it’s clearly a pure play asphalt terminal co. Would help the stock price if energy was removed from their name and IR/CD does some minor rebranding. Mgmt team and TAM are both outstanding. It will 10 bag when renamed
3
0
21
Names reporting tomorrow that I’m watching:
$POOL
$TSCO
$PNR
$WSO
4
1
21
Highly recommend everyone read this. Wow….. 🙏
After reading/listening to a lot of investors describe their investment process, I want to share an anecdote⬇️
13
58
392
1
0
20
Just met with
@TSOH_Investing
. What a great guy and even better thinker! Terrific conversation across a lot of interesting ideas. Enjoy New Orleans!
1
0
18
My handle is very closely associated with that crusty mini storage guy. Might have to change it up on Jan 1.
1
0
20
Let me just say… North America/Europe M&A is about to be nuts
5
1
19
How do I buy $TNVK (
@TurnerNovak
) calls for Jan 2022? Asking for a friend.
while all you nerds debate SPACs and direct listings vs IPO’s, I’m breaking into fin-tiktok
45
48
978
1
0
19
If I’m running a shop, I’m throwing a strong offer to get
@SleepwellCap
in house.
Incredible analysis and insights week in and week out.
I will continue to highlight the good folks when I see them.
My first podcast is out!🎙 Talked Audio, $SPOT $UMG $UHAL and investment philosophy. I also spoke loudly so you don’t fall asleep
Thanks a lot
@CCM_Ryan
@CCM_Brett
from
@chitchatmoney
for inviting me, had a blast!
Any questions or feedback let me know!
6
14
105
2
2
19
I know a guy $20M liquid with $3M worth of SPY puts that expire between now and EOM. AMA.
5
0
17
Headed to CA wine country in June. Vineyard and restaurant recs?
13
2
19
Wow. $POOL just doubled $ allotted for previously announced buyback and increased quarterly dividend 25% from $0.80 to $1.00.
Stock is very cheap at this level.
1
0
19
Sucks people can’t take jokes any more
3
1
18
The first business class I took was my sophomore year of high school with Brian Logarbo. By far the teacher in high school that had the biggest impact on molding me into the man that I am today. Class act guy with a great sense of humor. Rest In Peace, you will be missed by many.
1
0
19
Can’t believe it takes a confirmed positive case of Coronavirus on the LSU campus for them to make a statement and adjust resources.
@samcgrayson
@samilanham
@LSUpresident
The university is aware of this situation. At this time we have no positive results for Coronavirus involving LSU faculty, staff or students. We will post updates as we have them.
4
0
7
2
1
15
If you think inflation is currently below 2%, please unfollow me.
2
1
16
@garyvee
Most self-aware and genuine piece of content you have ever created. If you can’t change the circumstances, you CAN change how you play the game and how you use tools in your toolbox to build out your master plan for life!
1
1
14
@dhaber
Pitch to your “toughest customer” within your circle of family and friends. Work and revise until they want to buy your product AND publicize their joy for the product.
2
0
16
30A>Hamptons
There, I said it.
There wasn’t much on Florida’s Scenic Highway 30A around 20 years ago. Now boasting golf courses, bike trails and high-end restaurants, the area’s vacation rental prices have skyrocketed to six figures.
9
8
55
4
0
16
3
1
16
Today’s recap
Milligrams of caffeine deleted: 600
Walls ran into: 4.5
Bathroom breaks: 4
People I passive aggressively cc’d: 7
Eggs consumed: 6
Brain cells left for the fiscal year: -100
2
0
15
Don’t forget to celebrate your small wins. Life is too short and you work too hard.
2
0
14
Sure protein is great, but pretty sure they also put crack in these.
1
0
13
$DG is officially trading like there is no lower class economy. The biggest tailwind is the erosion of the middle class. They’ve got to nail unit economics better.
3
0
15
yeah um I live in Covington, Louisiana- the city where people get wasted and party every night because that's all there is to do.
0
3
13
Rumor has it if you drink 9 espresso martinis in a night you can levitate
1
0
15
Recently had the chance to talk shop with
@SleepwellCap
. He’s as good as they come. Very bullish on his career.
1
0
13
Its videos like this that make me feel better about paying my federal taxes
Footage from USCENTCOM showing the US Navy strike package launching from the USS Eisenhower earlier this night to hit Houthi Targets in Yemen.
73
510
4K
3
0
12
I just want to help as many people as possible in 2022. That’s the goal.
2
0
13
Crawfish in South Louisiana... what more could you ask for
1
0
13
Adderall
1
1
14
Kinda wanna launch my laptop onto an interstate today
1
0
13
I’m out of $POOL, but very impressed with the acquisition announced today.
This will be significantly accretive for the long term growth of the company.
2
0
13
Did some whale that’s overweight industrials blow up today? Some names questionably down 6-8% on no news
4
0
13
One of the smartest junior guys in all of Fintwit. Major vouch.
1
0
12
Facebook is basically two things:
1. Instagram
2. A birthday reminder app
1
1
13
not many people can say they made it to the semifinals and finals 3 years in 2 different sports
@cody_orgeron
. Proud of you bro.
0
1
11