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420,831 views • 1 month ago •via X (Twitter)

36 Comments

Nick Nemeth (Mispriced Assets)'s profile picture
Nick Nemeth (Mispriced Assets)1 month ago

I forgot to mention Towriss lol

nana kong ✞'s profile picture
nana kong ✞1 month ago

bro found out insurance were technically banks with less regulation and went full retard lol. I was thinking to myself who’s buying that much art out there for to have all this free cashflow plus chelsea hasn’t won since he bought them and he hasn’t owned the Dodgers as long enough to really profit. Great coverage you earned a follow

Ryan Martin's profile picture
Ryan Martin1 month ago

“Was Magic Johnson getting his money from AIDS?”- What a line

IG 200's profile picture
IG 2001 month ago

Block of Guggenheim TL traded at 80 today! vs mid 90s Friday.

Nick Nemeth (Mispriced Assets)'s profile picture
Nick Nemeth (Mispriced Assets)1 month ago

What’s the CUSIP?

IG 200's profile picture
IG 2001 month ago

ID Number: BL4812147. GUGGPA TL B Hearing that it was quoted back up in the mid 80s on v little volume/wide bid ask after the close. I guess earnings were reported and were off due to timing of accrued fees recognition before management attempted to assure investors.

Brokest-Dealer's profile picture
Brokest-Dealer1 month ago

Is Shohei’s contract just a fixed annuity?

Nick Nemeth (Mispriced Assets)'s profile picture
Nick Nemeth (Mispriced Assets)1 month ago

Haha basically

Avian Capital's profile picture
Avian Capital1 month ago

It's happening isn't it

Julian Gill's profile picture
Julian Gill1 month ago

Diabolical ending

JM's profile picture
JM1 month ago

Great reporting, Nick. One connection worth looking at: Mark Walter is also a director of Carvana. Carvana has generated enormous profits originating auto loans and selling/securitizing that paper to insurance-backed buyers tied to Walter’s ecosystem. Given everything you’re uncovering about the use of insurance-company capital, it raises an interesting question: how long before regulators start taking a much closer look at the Garcias and Carvana?

Nick Nemeth (Mispriced Assets)'s profile picture
Nick Nemeth (Mispriced Assets)1 month ago

Not enough. And hoping to slash. Needs a buyer

E Pluribus Unum's profile picture
E Pluribus Unum1 month ago

Yup. The storm is upon them.

Barbara bessolo's profile picture
Barbara bessolo1 month ago

@NickNemo17 meet @Indy_reporter_ describing the Andretti group sponsors.

Coded's profile picture
Coded1 month ago

Signing off with “this all resembles aids” after bringing up Magic Johnson is the type of shit I subscribe to.

Fiffeeneedee's profile picture
Fiffeeneedee1 month ago

This all resembles aids...🤣🤣🤣

Avian Capital's profile picture
Avian Capital1 month ago

The irony of it all is I'm a Chelsea fan and everyone has hated him and Boehly for awhile

Atypical Angeleno's profile picture
Atypical Angeleno1 month ago

Who’s playing the Chopin C minor nocturne in the background?

Jack Flappy's profile picture
Jack Flappy1 month ago

@barnes_law We bailed out AIG and the other frauds in 2008

JVM's profile picture
JVM1 month ago

great video. I left supply chain finance because insurance etc. I thought the whole thing would blow up after Greenshill. Never underestimate how crazy it can get.

keri scaggs's profile picture
keri scaggs1 month ago

Todd Boehly is NOT a founder of Guggenheim. He came along quite some time after …

StockMonster's profile picture
StockMonster1 month ago

Good. Fuck the @Dodgers & @MLB Hope they fall hard

PurpleCarob1326's profile picture
PurpleCarob13261 month ago

Jews gonna jew.... Whattayagonnado?

Stock Investments's profile picture
Stock Investments1 month ago

@grok Fact check the claims in this video

pleb 413's profile picture
pleb 41329 days ago

@MindandEmotion7

Taylor J's profile picture
Taylor J1 month ago

You simply do not miss. 👏 Keep up the great work!

Data Please's profile picture
Data Please1 month ago

Nick.. great stuff... video was breaking up. Is the cost of all insurance soaring any relation or unrelated (sorry if that's a stupid question). And also, is it having an effect on interest rates not going down despite lowering inflation? Thanks

Bobby's profile picture
Bobby29 days ago

How long until they start a fire sale on the art collections? Interviewed with the COO of the FoF business after leaving JPM. Alpha Boss lady energy. To date, the only interview I've ever had where I received negative feedback within 10 min.... From the interviewer... In writing.

p k's profile picture
p k1 month ago

Reminds me of this similar case:

Eric's profile picture
Eric1 month ago

Is it possible to short these insurance stocks then?

Mitchell's profile picture
Mitchell1 month ago

Any delay in the selling of the Lakers is very important and could force a default. Walter and Guggenheim need to sell liquid assets and raise capital. It sounds like there are covenants or rules to recapitalize the insurance companies. And are usually very strict.

Elon Mustache's profile picture
Elon Mustache1 month ago

How much trouble is Magic Johnson and EquiTrust in? A rising tide lifts all boats. Isn’t Magics boat (or yacht), in the same waters as Walter’s?

Praveen Deshmukh's profile picture
Praveen Deshmukh1 month ago

@grok can you explain this rambling word salad in detail?

Foster's profile picture
Foster28 days ago

No bueno!!

Different Strokes... for different folks!'s profile picture
Different Strokes... for different folks!1 month ago

Hey Nick, Thanks for publishing all your work on this - It's enlightening for sports fans interested in who funds/owns their teams. QQ; You referenced 'Magic Johnson' at the end & AIDS. Was that a 'Viaticals' reference? #777Partners & a forerunner of that #MutualBenefits ? 💸

Jigar Patel's profile picture
Jigar Patel1 month ago

So when does this all blow up ? Similar to 2008 financial crisis - fed bail out ? What’s the end game ? You are out of tech and are in Groupon ,I’m seriously asking the questions