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HardAssetsOnly @OnlyAssets

Real estate, shipping man, faux oenophile

Joined May 2019
  • Tweets 1,163
  • Following 143
  • Followers 404
87 Photos and videos
82 - 0 modern era
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Am I missing something on the $ZIM trade? As long as ZIM gets clearance from the ITA then proceeds will not be subject to withholding. Seems aggressive to trade at full 25% discount based on what docs says
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Fleetwood’s outfit giving me these vibes but with a $BX hat
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👀 bgo.com/press-release/bgo-an…

BGO and Bell Partners combine to create a leading U.S investment management business with deep...

BGO and Bell Partners announce a strategic combination to create a $100B U.S. real estate platform, strengthening multifamily investment capabilities and expanding institutional access to high-qua...

bgo.com
HardAssetsOnly@OnlyAssets
24 Jul 2025
BGO and Bell. Greensboro and NYC should be interesting
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Genuine question: how can a building disclose who is living there or who the neighbors would be w/o violating fair housing rules?
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In the wake of the Corning news, does anyone have any thoughts on the following: Applied optoelectronics ($AAOI) Vistance Networks ($VISN)
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Congrats @natstewart5 on your NATH call
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Anyone have good recs for Charleston? Not looking for FIG, 167, Sorelle, etc etc?
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$wulf continues to execute
HardAssetsOnly@OnlyAssets
22 Oct 2025
Replying to @ACapitalLP
You are right. Power trade is shorter term. Interesting that two tickers you didn’t highlight are the real deal $wulf and $bitf. Wulf executes and continues to have the best power assets. T5 is the real deal. Pete Marin helped invent the outsource DC biz. BITF T5 = greatness
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Things at $CODI must not be that bad if Lugano is still sponsoring things…
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$BTBT looks interesting $WYFI stake worth $556.3M ETH worth $549M Cash of $181.2M 321.4 s/o NAV of $4.00 vs current Px of $2.95
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Value of a leased MW = $16.3M 56 * $16.3 =$912.8M Current mkt cap of WYFI = ~$720M The full build out / lease up of the portfolio is worth an additional ~$0.30 a share to BTBT
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This worked out better than I thought it would
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What are the best and growing MRO stocks? Anyone have thoughts on what is the next $FTAI? $VSEC?
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“Confirmed. Operation Dinner Out is a GO.” Enjoy your final retirement. You were one of the best to ever do it on the big screen
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Le colonial Houston > le colonial Atlanta Not even a comparison. Lounge singer in Houston is very good
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If $WULF added $5/sh in market cap for the 250MW lease then their remaining 800MW is worth $16/share or roughly ~$26/sh. Even discounting at 20% over 3 years gets you $9/sh or 2x today’s price. This is actual back of napkin math so grain of salt etc
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Convert pricing seems to support my dumb math
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Any good dinner / restaurant recommendations when staying at the Hilton Del Mar?
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@jclarkson203
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