Porter Collins (@seawolfcap) 's Twitter Profile
Porter Collins

@seawolfcap

Co-Founder of Seawolf Capital. Value investor, short seller and 2 time Olympian. Always looking for the next Big Short.

ID: 553973200

calendar_today15-04-2012 01:27:30

4,4K Tweet

43,43K Followers

2,2K Following

Abnormal Accrual (@bbm010) 's Twitter Profile Photo

$TSLAQ $622m in restructuring charges with an offset of $890m for the ZEV credit sales. Also, for an AI, Robotaxi, Robotics company, seems like R&D wouldn't be constant for the last four quarters.

Porter Collins (@seawolfcap) 's Twitter Profile Photo

Wait, I thought TSLA was an AI company? Now TSLA shareholders have to spend $5b for a piece of xAI at some outrageous valuation. The $56b the shareholders paid you I guess didn't include the AI.

JaguarAnalytics (@jaguaranalytics) 's Twitter Profile Photo

$MRNA Fun Fact: Moderna had $241M in total sales in Q2 and $1.6B in total operating expenses. Adding interest income, they burned $1.27B in one quarter. Cash on balance sheet is down to $2.47B. I fully expect expect them to do large capital raise to dilute shareholders.

$MRNA Fun Fact:

Moderna had $241M in total sales in Q2 and $1.6B in total operating expenses. Adding interest income, they burned $1.27B in one quarter. Cash on balance sheet is down to $2.47B. I fully expect expect them to do large capital raise to dilute shareholders.
Porter Collins (@seawolfcap) 's Twitter Profile Photo

If you are in the growth slow down camp, then you are about to see what a deficit blowout looks like. I've been saying for over a year that we have been running huge budget deficits at peak employment and look out when things turn. Gold miners might not go up if all stocks go

Porter Collins (@seawolfcap) 's Twitter Profile Photo

This is going to hurt all the morons who were in this to squeeze the shorts. It’s over. $15 loss on a company that was already infinitely levered. Gone Girl.

Joeri (@joeriwestland) 's Twitter Profile Photo

This $ZIM Q2 EPS and volume growth gives so much more confidence in the blowout numbers for Q3 (and if we don't get a steep crash soon Q4) ahead. In Q1 2025 they should pay another huge top up dividend from 30% to 50% again too. Shorts, up next :)

Porter Collins (@seawolfcap) 's Twitter Profile Photo

Great example of a stock going from bad to not as shitty. Those gains can be the most explosive. I was probably a year early but I just sat on it waiting for the turn. Up 10% today and 75% ytd.

Porter Collins (@seawolfcap) 's Twitter Profile Photo

If anybody believes any of the numbers coming out of the government they need to have their head checked. They have always been lying but the adjustments just keep getting more outrageous. Another win for the conspiracy theorists!

Porter Collins (@seawolfcap) 's Twitter Profile Photo

The three of us enjoyed this one as we reminisced about shorts from long ago. Stick around for some our greatest hits about a half hour in.

Porter Collins (@seawolfcap) 's Twitter Profile Photo

Good week for Seawolf as $MODD finally clears the FDA and $SOC got the approval to start oil production! healthstockshub.com/news/nasdaq/mo…

Porter Collins (@seawolfcap) 's Twitter Profile Photo

Good news from $PCT today. Yes it's a small cap stock with a ton of volatility but this is no doubt very good news today both operationally and financing wise.