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Sterling Capital Profile picture
Sterling Capital
@jay_21_
May 9, 2022 • 4 tweets • 1 min read
$DBRG 3.0

$DBRG announced a number of transactions and initiatives that point towards an asset light approach. Given the number of moving parts, I summarized where I see the Company going over the near term Supporting exhibits
Dec 5, 2021 • 5 tweets • 1 min read
This was one of my favorite moments since I started investing

Tepper is one of the few investing hero's I have and his speech about being the tiger at the front of the pack in 2010 always stuck with me

May 2020 was a time of a lot of uncertainty Most ppl were scared. I felt ppl were either neutral or bearish

I decided I was bullish and it felt like I was the tiger at the head of the pack; taking a position when others were unsure of themselves
Dec 3, 2021 • 7 tweets • 2 min read
Here are my thoughts on regime change:

Tech has been leading the way pre-COVID and COVID was a blow off top event for an already loved sector

The pendulum has swung too far and its time for change. New industries will lead the way Image I like 99 because of tech, retail mania (crypto, NFT, meme stocks) and easy cap mkt access for questionable companies (IPOs vs SPACs today)

Meanwhile the housing market has continued to show strength