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Private Eye Capital

@PrivateEyeCap

Rarely in doubt, Frequently wrong. Stock & REIT ideas. #FinTwit DJ. Mainly followed by TwitterX ladybots

 Miami, FL
privateeyecapital.com/
Joined July 2020
  • Tweets3.2K
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  • Followers4.7K
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Idea thread time! What's your best idea heading into 2026? (Any style, any market cap, any geography). Be sure to add why you like it + valuation. I will compile the responses and share. Appreciate a RT for visibility! 🙏
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Jay Parsons (@jayparsons) profile picture
Jay Parsons
@jayparsons29 Jun 2023
Homelessness in Texas is down over the last decade. It's up in California. Why? California tries to solve the problem through tenant rights & rent controls. Texas solves the problem by prioritizing subsidized affordable housing. It's always about supply.
Image from Jay Parsons (@jayparsons)
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Cappy Markets (@cappymarkets) profile picture
Cappy Markets@cappymarkets1 Dec 2022
$BX -6% after $BREIT website shows redemptions will be limited to just 0.3% for December … that compares to a 2% monthly rate …
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Replying to @EquityAnimal @skift @SelinaHotels @MuseriRafael @ZubiriaBarbara @scubasteeveo
Caution!! $SLNA $BOAS Founders don't have lock up (they excluded <1% holders including themselves) - they pump in the retail just to dump on them in the coming days
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 Q-Cap  (@qcapital2020) profile picture
 Q-Cap 
@qcapital20205 Oct 2022
Michael Burry on being investigated and audited when he called out the FED
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Charlie Bilello (@charliebilello) profile picture
Charlie Bilello
@charliebilello29 Mar 2022
The S&P 500 has gained 11% over the last 11 trading days. In the past 50 years, the only periods with higher % gains over 11 days... -Apr '20 -Oct '11 -Mar/Jul '09 -Dec '08 -Aug/Oct '02 -Apr '01 -Mar '00 -Oct '98 -Nov/Dec '87 -Aug '84 -Aug/Oct '82 -Feb '75 -Oct '74
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Andrew Walker (@AndrewYAVB) profile picture
Andrew Walker
@AndrewYAVB23 Sep 2021
De ja vu: some thoughts on Altice's continued declines $ATUS yetanothervalueblog.substack…
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@Grainsurgeon (@GrainSurgeon) profile picture
@Grainsurgeon@GrainSurgeon11 Sep 2021
Lol this u?
Image from @Grainsurgeon (@GrainSurgeon)
Hedgeye (@Hedgeye) profile pictureHedgeye
@Hedgeye9 Sep 2021
Replying to @Hedgeye
2/ We are appalled to learn that Fed presidents have been daytrading all along, while pumping asset prices sky high and gaslighting Americans into believing that inflation is temporary, or that "it isn't too bad if you discount all the things you need to survive".
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Michael Girdley (@girdley) profile picture
Michael Girdley
@girdley10 Sep 2021
Image from Michael Girdley (@girdley)
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@jason (@Jason) profile picture
@jason
@Jason9 Sep 2020
1. tech stocks at record highs 2. interest rates at historical lows 3. San Francisco home inventory largest in a decade 4. landlords giving 1-3 months free 5. rents down 20-30% 6. Overdoses up 70% last year--even more this year 7. Twitter, Square, etc. leaving SF in trouble
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