gatorcapital on StockTwits

Real-Time Streams
- All
- Suggested
- Commentary
- Charts
- Equities
- Forex
- Futures
- Options

gatorcapital

Location: Tampa, FL
Website: http://www.gatorcapital.com

Bio: Hedge Fund Manager focused on long/short financial services equities.

Click here to share your trade ideas

Pause
0 new message(s) are waiting
<a href='http://ads.stocktwits.com/www/delivery/ck.php?n=a4cf4260&cb=3434' target='_blank'><img src='http://ads.stocktwits.com/www/delivery/avw.php?zoneid=22&cb=343&n=a4cf4260' border='0' alt='' /></a>

gatorcapital bought some $TSFG; looking at $3 of tangible book value per share; think executing an FDIC-assisted transaction will be a catalyst Sep. 2 at 4:05 PM
gatorcapital article from Bronte Capital's blog about $FRE & $FNM that I tweeted last night got picked up by thestreet.com http://tinyurl.com/lcyacj Aug. 27 at 2:17 PM
gatorcapital fascinating analysis of $FNM & $FRE http://bit.ly/IgKho Aug. 26 at 8:13 PM
gatorcapital posted article on seekingalpha.com about changing $FNM & $FRE deal w/ Treasury http://tinyurl.com/mlgxe2 Aug. 26 at 12:10 PM
gatorcapital new blog post -> improve $FNM & $FRE Treasury deal to be like TARP http://bit.ly/1vdGPH Aug. 24 at 4:00 PM
gatorcapital favorable interview of Jamie Dimon, $JPM's CEO in Chicago Trib http://tinyurl.com/kjtv3d Aug. 24 at 9:21 AM
gatorcapital looking for $FNM & $FRE shareholders who want to support an effort to lobby in DC on behalf of the companies http://tinyurl.com/l6bl7h Aug. 23 at 10:45 AM
gatorcapital shorted $NTRS against $BAM purchase to keep mkt neutral; at 16x 2010 EPS, don't see multiple expansion; will continue to lag in rally. Aug. 21 at 2:52 PM
gatorcapital bought $BAM this morning on the $BPO capital raise and their continued fund raising; trades at NAV; no credit for asst mgmt biz Aug. 21 at 2:50 PM
gatorcapital shorted $BOH; although they have a monopoly in Hawaiian banking; Hawaii is getting crunched due to tourism falling; also premium valuation Aug. 20 at 2:27 PM
gatorcapital also bought $SLM; stock price more than fully discounts political risk; business may be worth >$20; shares trade at $8.45 Aug. 20 at 2:25 PM
gatorcapital bought some $CVBF this morning; last bank standing in the inland empire; young aggressive CEO Aug. 20 at 2:24 PM
gatorcapital spent some time working on $ETFC this morning; couldn't find enough interesting upside due to dilution from debt exchange. Aug. 19 at 11:33 AM
gatorcapital shorted $CVX this morning to hedge my positions in $ATLS and $MWE Aug. 17 at 2:55 PM
gatorcapital pruned the portfolio this morning; sold my $BX, made a nice gain; didn't want to round-trip it if the market sell-off continues Aug. 17 at 2:53 PM
gatorcapital Fortune article credits $GOOG engineer Kamangar with AdWords; I thought they just copied Overture's model http://tinyurl.com/lpwlag Aug. 10 at 8:06 PM
gatorcapital with $FRE up 88% this morning; the $FRE preferreds are the way to capitalize on the move; we like $FRE/PT Aug. 10 at 9:39 AM
gatorcapital $GLG reported Q2; good investment perf in funds; w/ another 2 qtrs of good perf, they'll generate big increase in incentive fees at 12/31 Aug. 6 at 3:44 PM
gatorcapital response to NYT article on $BBT John Allison ignores the huge benefit bank gets from govt subsidy FDIC insurance http://tinyurl.com/nuhfyn Aug. 2 at 2:16 PM
gatorcapital $OPY returned to profitability in Q2; still think earnings power is $6-7 per share and growing; at $29, the stock is 4x to 5x earnings power Jul. 31 at 10:36 AM
gatorcapital the mkt is underreacting to the good news $KFN released this morning; improved liquidity without dilution to shareholders Jul. 28 at 12:37 PM
gatorcapital on the $EBAY conf call, they disclosed segment margins for the 1st time; surprised Skype had 23.6% margin; disappointed Paypal was <20% Jul. 27 at 7:46 AM
gatorcapital interesting prespective on $FNM & $FRE preferred stocks; we own a position as well http://tinyurl.com/kw5qzx Jul. 24 at 9:27 AM
gatorcapital just off $MS conf call; they know they stole Smith Barney from $C, but their real estate deals in 06-07 (Saxon & Crescent) are still a drag Jul. 22 at 12:03 PM
gatorcapital doing some detailed work on $LUK; they've made a ton on their $JEF and $ACF investments in Q2 Jul. 21 at 4:45 PM
gatorcapital cannot believe $FIG hired Dan Mudd; he accelerated $FNM 's push in Alt-A lending; did he learn risk mgmt in last 10 months? Jul. 17 at 9:14 PM
gatorcapital not a fan of the WSJ editorial board; attacking my former employers; first the holy war against $FNM; now labeling $GS Goldie Mac; losers Jul. 16 at 10:07 PM
gatorcapital guess Sheila Bair must have been jealous of Paulson's Lehman debacle so she is creating her own with $CIT; watching credit mkts for fallout Jul. 16 at 11:12 AM
gatorcapital $CSH running; hearing expectations are for positive pre-annc after Thursday's close; if company is slient, stock will be down Friday Jul. 15 at 11:01 AM
gatorcapital talked to Jefferies analyst Fannon; he pitched me $BX trading at 6-7x earnings on mgmt fees alone; incentive fees are upside Jul. 14 at 10:00 AM

- Explore StockTwits
  Search by symbol, user or by company

Equity Sectors

Futures Sectors

gatorcapital

Equity Sectors

Futures Sectors

gatorcapital

Pop out Stream

Subcribe Via RSS