Healthcare Equity Investing. Tweets are not investment advice. May buy or sell any security without any disclosures.
Manhattan Beach, CA
Joined October 2020
- Tweets10.4K
- Following3.8K
- Followers4.3K
- Likes13.2K
So dumb. Mamdani is just another ignorant politician who thinks that raising tax rates raises revenue. Wait until he finds out it doesn't work that way.
Osprey Capital retweeted
Robin was recommeding this weeks ago.
robinjbrooks.substack.com/p/…
Osprey Capital retweeted
It will never open. And, if I am wrong, it will fail quickly. Government does not have a clue how to run a business.
Mayor Zohran Mamdani that the first city-owned grocery store – which carries a whopping $30 million expected price tag – won’t open until 2029. trib.al/zJEMm8D
Osprey Capital retweeted
During the opening stages of the Iran War, the U.S. Army, specifically the 1st Battalion, 121st Field Artillery Regiment of the Wisconsin National Guard, which operates the M142 High Mobility Artillery Rocket System (HIMARS), fired the Pentagon’s entire inventory of next-generation long-range Precision Strike Missiles (PrSM), with replacements quickly being produced by Lockheed Martin, according to Aviation Week.
Osprey Capital retweeted
What happened to all the Tesla killers that legacy press and hedge fund short sellers predicted were coming? 🤔
Whoa
🇨🇳🇮🇷🇺🇲CHINA has issued a strong warning to US reinstating that China has an energy agreement with IRAN and it ships will not be intercepted.
Chinese Defense Ministry:
‘Chinese ships continue to move in and out of the waters of the Strait of Hormuz. We have trade and energy agreements with Iran, which we will respect and abide by.
We expect others not to interfere in our affairs. Iran controls the Strait of Hormuz, and has opened it to us.’
Readers added context they thought people might want to know
No such statement was issued by China's Defense Ministry; the quote is fabricated and does not appear on official channels. China's Foreign Ministry urged restraint on the US blockade without issuing warnings about interference. beijingchannelnewsletter.com/p/chinese-defe… reuters.com/world/china/ch…
100 years from now, historians will name Elon as the defining business person of our times.
Marc Andreessen highlights why the people who work for Elon Musk echo the exact same sentiment as those who worked for Steve Jobs. Even after difficult interactions or a sudden departure, they inevitably report that they did the best work of their entire lives because they were pushed to their absolute limits.
What drives this intense environment is a demand for truth-seeking at all costs. People who criticize Elon often miss this fundamental trait. He genuinely wants to know the ground truth and has zero tolerance for anything else. When confronting bad news, he is absolutely ruthless and relentless in making sure he understands exactly what is actually going on.
This level of radical transparency is shockingly rare in the business world. The typical startup founder operates on forced optimism, constantly putting on a brave face, telling everyone to have faith, and promising that everything will be great just to keep talent from leaving.
Elon completely flips that standard script. He operates with pure urgency by simply telling the unfiltered truth, even when that truth is that the company will go bankrupt and die if they fail. In almost any other corporate environment, that level of blunt, existential dread would cause the talent pool to immediately bleed out.
But for the teams working under him, that brutal honesty acts as the ultimate catalyst. It strips away the corporate fluff and forces them to rise to the occasion, leaving them with the undeniable realization that, much like the engineers who built the first iPhone, they just completed the greatest work of their careers.
$RVMD “These are dramatic, practice-changing outcomes, and our focus now is moving quickly to bring this potential new treatment option to patients who urgently need new treatment,” Revolution Medicines' potential breakthrough pancreatic cancer drug succeeds in late-stage trial cnb.cx/41v9mJh
Osprey Capital retweeted
The blockade won't break Iran in a few days. But I'll say this. If the West had blockaded Russia in 2022, Putin wouldn't still be killing innocents in Ukraine. This is the only way to deal with thuggish, resource-rich autocracies: cut off their lifeblood.
robinjbrooks.substack.com/p/…
Osprey Capital retweeted
It is very surprising that equity markets have such a mild response to the Iran situation. Oil $USO is up about 7%, but stocks don't care at all. I guess investors are looking ahead and don't think Iran will matter much.
A bottom line overview
A blockade collapses Iran's imports to zero because there's no cash from oil exports to pay for anything. It sends Iran's currency into a devaluation spiral and the economy into hyperinflation. There's pros and cons to a blockade, but the pros dominate...
robinjbrooks.substack.com/p/…
Osprey Capital retweeted
A second round of U.S.–Iran talks could be held within days as regional countries push to revive negotiations, officials told The Wall Street Journal.
Osprey Capital retweeted
BIGGER PICTURE: HORMUZ
Iran’s main leverage is the Strait of Hormuz, with roughly 20% of global oil flows passing through it. By flexing control, the regime is playing its strongest card.
But that move comes with MASSIVE consequences.
Since the Hormuz is weaponized, the world will now accelerate its workarounds:
•Saudi Arabia will most definitely expand its East-West pipeline capacity
•Gulf states will begin invest heavily in alternative export routes
•Israel will emerge as a potential corridor for energy transit
These shifts won’t happen overnight, but they are now inevitable.
What this means:
The more Iran leans on Hormuz, the faster global energy flows reroute around it. Over time, that erodes Tehran’s leverage and cuts into its long-term power.
Bottom line, we will see some short-term pressure as the regime plays its strongest hand. Long term, this is a massive strategic failure of historic scale that will come back to bite them very hard.
Here we go again...
Osprey Capital retweeted
Artemis II flightpath vs Apollo flightpath
Apparently, NASA made this trip six times to the moon and back between 1969 - 1972 - each time they dropped ‘Astronauts’ off on the moon surface, then picked them up again and returned to earth.
Or before the Advent of Colour TV’s, mobile phones, and the Internet.
This guy is Superman.
After winning three straight MVP awards, Shohei Ohtani has come into 2026 with his most outrageous goal yet: to be the game’s top pitcher. wsj.com/sports/baseball/shoh… via @WSJ
As a Yank who just loves history, I've studied WW1 pretty closely. I have even trudged around the French battlefields with world renowned guides. What the Canadians pulled off at Vimy Ridge was a mind bending accomplishment at the time. Veteran troops were all that was left at that point in the war and these hard men went right up that ridge under intense shell and machine gun fire and swept the Germans right out their key position on that part of the front.
Of course, it came at a terrible cost. They had no right to think the attack could succeed given the course of allied operations to that point, but they succeeded anyway.
@WW1podcast
