Tweet

Maybe Scrolly?

SBA

Follow @SadBillAckman

May 15 • 13 tweets • 6 min read

https://twitter.com/SadBillAckman/status/1525667415773700097

OK, we return to #CookingWithSBA where our chicken has been relaxing in the pool for about 18 hours.

https://twitter.com/SadBillAckman/status/1525667415773700097

We have a mix of MOAR salt, pepper, rosemary, Thyme, cayenne, oregano.

#CookingWithSBA

We got our chicken all dry and ready to receive Christ.

And we got our chicken all ready to go into the oven...

#CookingWithSBA

Just as soon as the bread is out.

#CookingWithSBA

And the bread is out.

Chicken in.

A cross section of the bread - #CookingWithSBA

And the chicken out of the oven.

#CookingWithSBA

Need a salad to go along with this

#CookingWithSBA

#CookingWithSBA Sandwich is coming is coming together.

Perhaps not the greatest cross section ever.

#CookingWithSBA

And the salad includes bacon and cheese curd.

• • •

Missing some Tweet in this thread? You can try to force a refresh

This Thread may be Removed Anytime!

Twitter may remove this content at anytime! Save it as PDF for later use!

More from @SadBillAckman

SBA

@SadBillAckman

May 18

SBA Capital opines on Ovintiv $OVV, RIP $ECA.

“We are not now what we once were, for better or for worse” –Doug Suttles after smoking a bowl and thinking about $OVV

There is a very reasonable question to be asked about the last 15 years at $OVV / $ECA / $PSK / $CVE – was it all worth it?

Read 17 tweets

SBA

@SadBillAckman

May 17

SBA Capital opines on $PNE

We are long Pine Cliff $PNE, let us explain why.

$PNE operates in what is an increasingly small space, a public company working conventional resource, producing only about 20,000 boe/d and not seeking scale – it is a tough, niche space.

Read 9 tweets

SBA

@SadBillAckman

May 17

A Statement from SBA Cap Re: $SU

While we have been critical of Suncor $SU ’s management and operations for some time now we have never doubted the ability of the company to generate large amounts of free cash in the current pricing environment.

It is with that understanding of the situation that we were long Suncor $SU by way of longer term call options – purchased both in and out of the money.

Read 4 tweets

SBA

@SadBillAckman

May 11

1. I own $PIPE but don't spend a ton of time on it - lets take a look at what I own.

2. First thing – it is a production growth story $PIPE – plans to grow into scale over the next couple years.

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

Read 6 tweets

SBA

@SadBillAckman

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