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gatorcapital

Gator Capital

Joined Aug 17, 2011

gatorcapital
@VincePagano congrats on $FCAL

May. 9 at 9:14 AM

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gatorcapital
$BEN reported positive net flows; $34 per share net cash on B/S

May. 2 at 8:58 AM

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gatorcapital
$MPG reported positive FFO in their release after the close

Apr. 30 at 7:08 PM

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gatorcapital
listening to the $KKR conference call

Apr. 27 at 10:42 AM

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gatorcapital
$BX has underperformed badly since reporting last week

Apr. 25 at 4:31 PM

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gatorcapital
$CMA beat by 10 cents, looks like it will open at 1.0x tang book, the ticker for the warrants is $CMA/WS

Apr. 17 at 7:53 AM

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gatorcapital
going through $C earnings release; looks solid to me; oper leverage; decent capital market revenues; we'll see what the stock does

Apr. 16 at 8:39 AM

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gatorcapital
want to do Steve Schwarzman's taxes? https://t.co/3XzVE80w $BX

Apr. 13 at 6:00 AM

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gatorcapital
Ackman's presentation on Burger King - "Justice is Best Served Flame Broiled" http://t.co/qvS8RhUq $WEN $MCD

Apr. 6 at 10:38 AM

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gatorcapital
@VincePagano looking at comps, debt-to-EBITDA is around 8.0x vs. 6.3x for $RSE

Apr. 3 at 9:12 AM

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gatorcapital
@VincePagano What ROI can $RSE earn on the $192MM raised from $BAM? Also, they appear underlevered especially if they are underearning.

Apr. 2 at 10:59 PM

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gatorcapital
@VincePagano been reading through the $RSE 10-K. like their commentary on redevelopment. like to hear your thoughts? see any accting flags?

Apr. 2 at 9:02 PM

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gatorcapital
@asues look at $SCMFO as a special sit, trust pref of bank just acquired this week, $10 par $0.99 accrued divs vs. $9.60 price

Mar. 29 at 5:24 PM

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gatorcapital
A Bailout by Another Name http://t.co/BJePqNha Morgenson argues against principal reduction by GSEs $FMCC $FNMA $BAC $C $JPM $WFC

Mar. 27 at 1:22 PM

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gatorcapital
Sale of BankAtlantic to BB&T is back on after modification via @miamiherald http://t.co/umrJUJGU $BBX $BBXT $BBT

Mar. 14 at 8:56 AM

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Experience: Professional
Assets Traded: Equities
Approach: Fundamental
Holding Period: Long Term Investor

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