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420,831 次观看 • 1 个月前 •via X (Twitter)

36 条评论

Nick Nemeth (Mispriced Assets) 的头像
Nick Nemeth (Mispriced Assets)1 个月前

I forgot to mention Towriss lol

nana kong ✞ 的头像
nana kong ✞1 个月前

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 的头像
Ryan Martin1 个月前

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

IG 200 的头像
IG 2001 个月前

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

Nick Nemeth (Mispriced Assets) 的头像
Nick Nemeth (Mispriced Assets)1 个月前

What’s the CUSIP?

IG 200 的头像
IG 2001 个月前

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 的头像
Brokest-Dealer1 个月前

Is Shohei’s contract just a fixed annuity?

Nick Nemeth (Mispriced Assets) 的头像
Nick Nemeth (Mispriced Assets)1 个月前

Haha basically

Avian Capital 的头像
Avian Capital1 个月前

It's happening isn't it

Julian Gill 的头像
Julian Gill1 个月前

Diabolical ending

JM 的头像
JM1 个月前

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) 的头像
Nick Nemeth (Mispriced Assets)1 个月前

Not enough. And hoping to slash. Needs a buyer

E Pluribus Unum 的头像
E Pluribus Unum1 个月前

Yup. The storm is upon them.

Barbara bessolo 的头像
Barbara bessolo1 个月前

@NickNemo17 meet @Indy_reporter_ describing the Andretti group sponsors.

Coded 的头像
Coded1 个月前

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

Fiffeeneedee 的头像
Fiffeeneedee1 个月前

This all resembles aids...🤣🤣🤣

Avian Capital 的头像
Avian Capital1 个月前

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

Atypical Angeleno 的头像
Atypical Angeleno1 个月前

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

Jack Flappy 的头像
Jack Flappy1 个月前

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

JVM 的头像
JVM1 个月前

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 的头像
keri scaggs1 个月前

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

StockMonster 的头像
StockMonster1 个月前

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

PurpleCarob1326 的头像
PurpleCarob13261 个月前

Jews gonna jew.... Whattayagonnado?

Stock Investments 的头像
Stock Investments1 个月前

@grok Fact check the claims in this video

pleb 413 的头像
pleb 41329 天前

@MindandEmotion7

Taylor J 的头像
Taylor J1 个月前

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

Data Please 的头像
Data Please1 个月前

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 的头像
Bobby29 天前

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 的头像
p k1 个月前

Reminds me of this similar case:

Eric 的头像
Eric1 个月前

Is it possible to short these insurance stocks then?

Mitchell 的头像
Mitchell1 个月前

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 的头像
Elon Mustache1 个月前

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 的头像
Praveen Deshmukh1 个月前

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

Foster 的头像
Foster28 天前

No bueno!!

Different Strokes... for different folks! 的头像
Different Strokes... for different folks!1 个月前

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 的头像
Jigar Patel1 个月前

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