linglingfool Profile
linglingfool

@linglingfool

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854
Following
11K
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4K

Joined June 2009
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@linglingfool
linglingfool
6 hours
Ah yes, the time-tested tactic of emailing the airline asking for a discount. Don't forget to dress nicely and whisper "revenue management" to the check-in agent for a free upgrade.
@aakashg0
Aakash Gupta
15 hours
6. Price Negotiation Email Script “Write a polite, professional email asking for a price match, discount, or upgrade. Include reasons I may qualify (fare rules, loyalty, competitor pricing).”
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@Zigmanfreud
John Ziegler
20 hours
This is ridiculous & every entertainer should condemn this move as loudly as possible. Jimmy Kimmel, who I loathe, said NOTHING negative about Kirk! He clearly was mocking Trump’s response to the topic! If anything, he is defending Kirk here! This is a virtue-signal by Nexstar.
@nicksortor
Nick Sortor
21 hours
🚨🚨 BREAKING: Nexstar, who controls almost two-dozen ABC stations in MAJOR American cities, just announced they will NO LONGER AIR Jimmy Kimmel’s show https://t.co/x2NA0vUFOf “Mr. Kimmel’s comments about the death of Mr. Kirk are offensive and insensitive at a critical time in
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@LaurenSHirsch
Lauren Hirsch
21 hours
Nexstar, which is trying to get its $6.2bn deal with Tegna approved, says it will preempt Jimmy Kimmel “for the foreseeable future”
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@NoNameGirl8686
Nicole
1 day
The ghouls who openly laughed about Jimmy Kimmel’s baby’s congenital heart disease have super hurt feelings about Kimmel saying they were capitalizing on Kirk’s death. They are the most fragile, intellectually and emotionally stunted, immoral humans on the planet.
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@KellDA
Kelly D 🇺🇸🇺🇦🇨🇦🇬🇱
21 hours
Jimmy Kimmel should have never talked about euthanizing homeless people. Wait. That was Brian Kilmeade of Fox Jimmy Kimmel should have never said the LEFT is responsible for all violence in America. Wait. That was the idiot in the White House. Fuck you, ABC
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@nhoodpublicist
The Neighborhood Publicist
21 hours
Stephen Colbert and Jimmy Kimmel both getting cooked this year should tell everybody where we truly are. If two beloved rich ass white men can’t say what they want to say, we are past emergency level of danger
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@jayblackisfunny
Jay Black
21 hours
Jimmy Kimmel is being indefinitely shelved by ABC, proving that the only thing it’s safe to say on TV anymore is that you want to kill homeless people.
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@MikeBeauvais
Mike Beauvais
21 hours
*CBS cancels Stephen Colbert* **ABC pulls Jimmy Kimmel** JIMMY FALLON (moving forward):
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@allenanalysis
Brian Allen
24 hours
BREAKING: House Republicans shut down a motion to subpoena Epstein–Maxwell bank records before Rep. Scanlon could even finish reading it. They don’t want transparency, they want silence. Ask yourself why.
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@linglingfool
linglingfool
22 hours
This @mortgagenewsmnd article could've been written a year ago today. Time's a flat circle.
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@linglingfool
linglingfool
22 hours
If you don't want to listen to the entire 32 minute webcast from today, listen to the last 90 seconds answer to "why does $ONIT trade at a discount?" Nicely sums up a misunderstood balance sheet holding a large reverse portfolio, and the fact they're a small cap with low float.
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@everyonehatesp1
everyonehatespoetry
1 day
@DheerajNam $ONIT sounds pretty bullish at Sidoti today and Barclays a couple days ago, and $PFSI sort of pre-released Q3 saying the environment is very strong
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@linglingfool
linglingfool
23 hours
I'm overweight $TIPT common again with it back in a $22 handle after having right-sized my position near $26.
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@linglingfool
linglingfool
23 hours
I think the current holdup around announcing/closing the deal is regulatory-related. I have a feeling they want to pre-clear the purchase to avoid any surprises should they choose to proceed, so closing timeframe should be much more compressed.
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@linglingfool
linglingfool
23 hours
In the case of a full buyout, I'm firmly of the opinion that a vast majority of proceeds get paid out as a div. Tiptree has never paid more than ~$200mm cash for any acquisition (record was their FTG purchase).
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@linglingfool
linglingfool
23 hours
The former is likely to be the case if there's a full buyout, as even though negotiations have dragged on forever, I can't see the deal taking a year to close. The latter is likely if there's an IPO and he needs to start the clock on holding $TIPT so he can swap for FTG stock.
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@linglingfool
linglingfool
23 hours
The most recent E&S IPO comp from June, $ASIC, would imply a $35+ IPO price, so there shouldn't be a rush to exercise, UNLESS: - He needs to own the stock for 61-364 days to receive qualified dividend treatment, or - He needs to own the stock for 365+ days for LTCG treatment.
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@linglingfool
linglingfool
23 hours
However, for the CEO to go back and file to exercise his 2027 options now, when there's absolutely no urgency, gives a huge clue to what's going to happen to $TIPT. With a 2026 IPO coming and recent comps well above current price, he surely could retain more shares if he waited.
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@linglingfool
linglingfool
23 hours
The most innocuous reason that I can think of for the board chair to exercise his 2026 and 2027 options now is pure convenience and laziness. It would be somewhat reasonable for the CEO to exercise his 2026 options now, as they're a few months away their expiration date.
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@linglingfool
linglingfool
23 hours
Another day, another $TIPT filing! The company disclosed today that the CEO also exercised his 2027 options, the day after the board chair did the same (although he missed top-ticking it like his colleague). I think this is the most telling exercise yet. Why? 🧵
@linglingfool
linglingfool
6 days
Big $TIPT SEC filing after the been today. (No, not that one. I don't necessarily expect that this weekend -- but it's coming.) The board chair exercised options today, just like the CEO did last week -- with one big (and I think telling) difference. What is it?
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@lebas_janney
Guy LeBas
1 day
Things got weird the moment Powell said "this is a risk management cut."
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