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Nick Nemeth (Mispriced Assets) profil fotoğrafı
Nick Nemeth (Mispriced Assets)1 ay önce

I forgot to mention Towriss lol

nana kong ✞ profil fotoğrafı
nana kong ✞1 ay önce

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 profil fotoğrafı
Ryan Martin1 ay önce

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

IG 200 profil fotoğrafı
IG 2001 ay önce

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

Nick Nemeth (Mispriced Assets) profil fotoğrafı
Nick Nemeth (Mispriced Assets)1 ay önce

What’s the CUSIP?

IG 200 profil fotoğrafı
IG 2001 ay önce

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 profil fotoğrafı
Brokest-Dealer1 ay önce

Is Shohei’s contract just a fixed annuity?

Nick Nemeth (Mispriced Assets) profil fotoğrafı
Nick Nemeth (Mispriced Assets)1 ay önce

Haha basically

Avian Capital profil fotoğrafı
Avian Capital1 ay önce

It's happening isn't it

Julian Gill profil fotoğrafı
Julian Gill1 ay önce

Diabolical ending

JM profil fotoğrafı
JM1 ay önce

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) profil fotoğrafı
Nick Nemeth (Mispriced Assets)1 ay önce

Not enough. And hoping to slash. Needs a buyer

E Pluribus Unum profil fotoğrafı
E Pluribus Unum1 ay önce

Yup. The storm is upon them.

Barbara bessolo profil fotoğrafı
Barbara bessolo1 ay önce

@NickNemo17 meet @Indy_reporter_ describing the Andretti group sponsors.

Coded profil fotoğrafı
Coded1 ay önce

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

Fiffeeneedee profil fotoğrafı
Fiffeeneedee1 ay önce

This all resembles aids...🤣🤣🤣

Avian Capital profil fotoğrafı
Avian Capital1 ay önce

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

Atypical Angeleno profil fotoğrafı
Atypical Angeleno1 ay önce

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

Jack Flappy profil fotoğrafı
Jack Flappy1 ay önce

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

JVM profil fotoğrafı
JVM1 ay önce

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 profil fotoğrafı
keri scaggs1 ay önce

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

StockMonster profil fotoğrafı
StockMonster1 ay önce

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

PurpleCarob1326 profil fotoğrafı
PurpleCarob13261 ay önce

Jews gonna jew.... Whattayagonnado?

Stock Investments profil fotoğrafı
Stock Investments1 ay önce

@grok Fact check the claims in this video

pleb 413 profil fotoğrafı
pleb 41329 gün önce

@MindandEmotion7

Taylor J profil fotoğrafı
Taylor J1 ay önce

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

Data Please profil fotoğrafı
Data Please1 ay önce

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 profil fotoğrafı
Bobby29 gün önce

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 profil fotoğrafı
p k1 ay önce

Reminds me of this similar case:

Eric profil fotoğrafı
Eric1 ay önce

Is it possible to short these insurance stocks then?

Mitchell profil fotoğrafı
Mitchell1 ay önce

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 profil fotoğrafı
Elon Mustache1 ay önce

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 profil fotoğrafı
Praveen Deshmukh1 ay önce

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

Foster profil fotoğrafı
Foster28 gün önce

No bueno!!

Different Strokes... for different folks! profil fotoğrafı
Different Strokes... for different folks!1 ay önce

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 profil fotoğrafı
Jigar Patel1 ay önce

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