GoodHouse (@GoodHouseCap) profile picture

GoodHouse

@GoodHouseCap

Equities, HY Credit, and Macro. Political orphan. Views are my own, not investment advice.

Joined August 2022
  • Tweets1.5K
  • Following501
  • Followers559
GoodHouse retweeted
Mean Law Dog (@ESGhound) profile picture
Mean Law Dog@ESGhound6h
the G in ESG stands for "governance" fyi
2
2
18
737
The same people who have advocated for unconstrained AI development in order to “win the race against China” are defending Jensen Huang for *checks notes* illegally smuggling Blackwell chips to China
1
1
142
The $CHTR debt tender is definitely a positive. Potentially a sign that cash flow contribution from Cox is better than expected? 👀
1
6
414
$FWRD great numbers again 👀
3
350
$CCOI likely dead money between now and year end as refi questions loom and tax loss selling pressures shares. An announced DC sale in early 2027 is likely coming, which will help provide additional liquidity + deleveraging, which would help facilitate a refi/debt exchange
2
19
1,618
Assuming 10x current EBITDA run rate for MRL + NTM FCF more than covers the current market cap of $CLMT 👀
3
1
41
5,643
$CCOI
Carl Quintanilla (@carlquintanilla) profile pictureCarl Quintanilla@carlquintanillaNov 5
Plan B. @theinformation $NVDA $APO theinformation.com/articles/…
Image from Carl Quintanilla (@carlquintanilla)
1
16
840
The irony of this $CCOI move is the 2027s, which are the pain point for this refi, are +2.5pts today 👀
2
11
1,832
Hard to see how a nationwide moratorium on new data center builds wouldn’t render existing, underutilized data centers more valuable $CCOI
GoodHouse (@GoodHouseCap) profile pictureGoodHouse@GoodHouseCapJul 15
If we see more of this, hard to see it not benefit data center owners looking to sell like $CCOI
2
1
16
2,569
$CCOI secureds and unsecureds have been converging in price. Former is around 70c, latter is around 75c 👀
6
12
2,803
$PBI results were in line. Guidance had puts and takes. I think what’s most exciting is, after years of cost cuts and penny-pinching, they can now go on offense, investing in new products and services that create LT enterprise value. Wouldn’t be surprised to see $4 FCF/sh in 2028
3
429
The grave dancing over Abel and $GOOG makes me want to buy
5
306
$CROX has outperformed Apple, Google, Meta and Berkshire in the last 10Y
Image from  Q-Cap  (@qcapital2020)
9
14
10
187
40,551
Arini should really buy Weil. They’re gonna need a legal team to work out their entire book. Major synergies there. Just think on Aston Martin alone….
5
3
1
132
13,633
$wolf
First Squawk (@FirstSquawk) profile pictureFirst Squawk
@FirstSquawkOct 21
TRUMP SAYS THE PENTAGON WILL INVEST $1.5 BLN TO PRODUCE SEMICONDUCTOR CHIPS IN NORTH CAROLINA
2
270
$CABO to raise $1.25bn in debt - WSJ Stock is only $85m market cap 👀
10
13
2,945
GoodHouse retweeted
Dow (@mark_dow) profile picture
Dow
@mark_dowOct 7
You also have a federal deficit that is pumping 6-7% of GDP into the private sector and corporate profits.
Sonu Varghese (@sonusvarghese) profile pictureSonu Varghese
@sonusvargheseOct 7
Lots of confusion over record highs for the S&P 500 despite elevated rates But this is simply a story of strong nominal growth. Activity is booming (especially thanks to AI capex), but prices also rising (also partly due to the same AI wave) nitter.cf/sonusvarghese/status/2…
21
41
5
297
46,244
$CCOI 27s trading at 90 with considerable volume per TRACE. +8pts from recent lows. Deal imminent? 👀
2
1
1
24
4,077
$CASH at 7x forward earnings seems cheap 👀
1
4
595
$PBI Kurt’s Krew continues to execute on all fronts. Reduced spread on TLB by 75bp to 300 over. Bought back $126m of long dated bonds at 86c on the dollar. 2H26 was already shaping up to be a stronger half before one of their biggest competitors filed. And strategic review 👀
1
1
20
2,704
Load more