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May 11 • 7 tweets • 4 min read
When you have like 4 pounds of bacon ends to deal with, you have to think big (or just inside the box)
So we probably want veggies - oh look, here some are.
Bacon in pans to start #Rendering
Probably want some starch to go along with it!

That should be enough for one, right?
#CookingWithSBA

Low and slow for all of this.
Moving along.

#CookingWithSBA
Results.

#CookingWithSBA

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More from @SadBillAckman

SBA Profile picture
May 11
1. I own $PIPE but don't spend a ton of time on it - lets take a look at what I own. Image
2. First thing – it is a production growth story $PIPE – plans to grow into scale over the next couple years. Image
3. They are doing this in a smart modern way – a product of the hell Canadian producers have been through for the past decade – equity heavy – less than 200mm of debt, but an aggressively growing share count. $PIPE ImageImage
Read 6 tweets
SBA Profile picture
May 11
Here is why I am short the idea that $AAPL is going to launch and/or do anything meaningful in the world of AR (the glass) in the near future.

There is a great app for AR - let me hold my phone up and show me where my #Airtag is in 3D space - ya it doesn't exist.
I shit on the idea of #Airtags for years as they were a hyped thing, then $APPL shipped them and they turned out ok - so I should be careful.

But I have see the media/analyst community confidently predict products for years and they never ship.
When I got my first Jawbone for my BB Curve I thought, man it would be great if I could listen to music on this from my iPod.

Airpods were an obvious killer app - they solved a problem people had, and they did it well.
Read 9 tweets
SBA Profile picture
May 10
This lady says there are no "simple solutions" - IDK, arrest the people smoking meth on the c-train seems like a start.

Video credit to @seeriley
This is like The hotel California - You don't have to go home but you can't stay here.

I don't care if you Pinochet these people, just get the C-Trains back to being full of people in 1000 dollar suits and the CEO of Talisman.

DTYYC is not going to come back until we get rid of this hippy City Hall.
Read 6 tweets
SBA Profile picture
May 10
Vibraslap sound - $SU "We are implementing $SAP "
How much do I not want to go to dinner with the person who wrote this. $SAP
I don't know a ton about $SAB deployments, but I have followed software enough to know that it rarely offers the value that it was sold on.

$SU
Read 5 tweets
SBA Profile picture
May 10
This one goes out to @itsMarkLittle and the entire asset integrity group at $SU.
The refinery, the refinery, the refinery is on fire
The refinery, the refinery, the refinery is on fire
The refinery, the refinery, the refinery is on fire
The upgrader, the upgrader, the upgrader is on fire
$SU
The upgrader, the upgrader, the upgrader is on fire
The upgrader, the upgrader, the upgrader is on fire
The upgrader, the upgrader, the upgrader is on fire
$SU
Read 5 tweets
SBA Profile picture
May 10
OK, $SU time - First take a way, how are they, with all the tail winds I noted in SBA Cap's note, not making more cash to return.

$CNQ's debt was about even in Q1 because they bought a some shit, but they out returned

Where is the downstream adding all this value?
The 12% bump seems just kind of sad - #COM's most hated company $ARX out preformed on the divi bump game.

The feeling of desperation is strong with this one. $COM
Most constructive refining environment in modern history and this is what $SU's much vaunted integration has provided?

400mm os extra adjusted FFO, fucking pathetic.
Read 11 tweets

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