Distressed Asset Investor~415% ROE 03/23 inception | Founder, Rubicon PR & Next Wave Marketing (EXIT) | Real Estate Today (Acquired~Matrix Global) Thesis＞Theta
Joined April 2020
- Tweets 2,065
- Following 189
- Followers 1,325
- Likes 9,438
342 Photos and videos
Ben Deveran retweeted
working without Fable is hard
everything feels way slower
both 4.8 and 5.5 are much, MUCH dumber than Fable was
I find myself repeating it super-obvious shit every few minutes
these models are just tools
Fable was... something more
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Jun 13
Bad look for Amazon
Jun 13
First reported by The Information: Amazon CEO Andy Jassy was among tech leaders who raised concerns to the Trump administration about Anthropic security risks for their most advanced models.
Full story: theinformation.com/articles/…
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Ben Deveran retweeted
Jun 13
We're all in the same boat with Mythos / Fable guys!
Source: Trust me bro!
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Jun 13
For those non technical, Claude Mythos/Fable was the first model that did work without any actual oversight in my opinion.
I got more done in the last 3 days shipping code than the previous 30 days...
The fact that the Gov nerfed it for national security reasons and Anthropic decided to suspend the service is a stark reminder of the HAVES and the HAVE NOTS!
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Ben Deveran retweeted
Jun 12
Andrew Tate speaks on Elon Musk becoming the worlds first trillionaire
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Jun 12
Absolutely — Total bullshit.
Jun 12
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Jun 12
*SPACEX IPO SAID TO DRAW OVER $250 BILLION INSTITUTIONAL ORDERS
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Got to love this morning Vol for the space basket... don't be a panican!
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Ben Deveran retweeted
Jun 12
$BAER: @BDeveran and I will be doing an X space on Monday discussing his new Bridger Aerospace research piece which you can read here:
bridgerfleet.com/research
I'll send out an X space placeholder over the weekend.
Jun 11
In 2014, Bridger operated a single Twin Commander.
Today, our fleet includes Super Scoopers, Multi-Mission Aircraft, and Air Attack platforms.
Get to know our journey from a Montana startup to one of the Nation's leading Aerial Firefighting Teams - Link in the comments ⬇️
#aerialfirefighting #fireaviation #superscooper #wildfireresponse
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Jun 12
$ATEX Holy shit. I never even owned any of this unfortunately — but my dad did! He told me today that he's made close to 400k
Spectrum MHz-POP multiple expansion has been a great equity trade
Jan 27
$ATEX — FCC vote to authorize broadband across the full 10 MHz of the 900 MHz band enables ATEX’s planned 5×5 MHz broadband deployment. This materially increases MHz-pop value versus legacy narrowband use, driving a balance-sheet-relevant spectrum NAV re-rating.
In short: FCC action unlocks ATEX’s 5×5 MHz broadband plan in the 900 MHz band. Spectrum utilization = increased earnings outlook Higher 900 MHz-pop comps → direct spectrum NAV uplift.
Common equity value: 490.19M
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Jun 11
Almost a year ago I wrote a report on EchoStar, it’s exceeded all of my expectations since.
$SATS
Tomorrow $SPCX - SpaceX IPO is a huge day for me
15 Sep 2025
Full equity research report on $SATS — EchoStar
bendeveran.com/article/echos…
Thanks X community for sharing additional information ~ helping us blend our updated research, especially net proceeds from spectrum post Corp Income Tax NOL blend & remaining debt service cost to FCF.
~ Material provided by EchoStar at their 'Pioneering What's Next: EchoStar's Vision and Strategy' investor presentation in Paris, France.
We are very confident in EchoStar currently being very undervalued. However you spin it, It is objectively distorted from fair value.
I personally will be taking a break from my personal portfolio, As we aim to build our new financial services company in 2026.
Remaining long in: $BAER $SATS
We will be expanding equity research, and soon be launching a Substack for premium research for — Distressed / Special Situation US equities.
It's been a great Fiscal 2025 thus far, Cool to see the following start to grow on X — thank you for the support!
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Jun 11
Far before $SPCX IPO was ever announced I made a significant bet into EchoStar $SATS
Buying indirect exposure to SpaceX — even today the value is still slowly being realized in the equity market.
For many — including myself, getting direct exposure into SpaceX in size without secondaries was never going to happen.
I created my own luck. Pattern recognition, and following my investment thesis on special situations played out well.
Tomorrow is an exciting day, whether it goes well or not on price action I couldn’t care less. I certainly will be celebrating tomorrow!
FWIW: I personally have no plans to sell 🤞🏼
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