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Century Egg Credit Profile picture
Century Egg Credit
@yummyCenturyEgg
Smells like shit, but tastes like rotten eggs...if you like that type of stuff https://t.co/uVm8nlfBWm
Jun 30, 2025 • 7 tweets • 2 min read
$SATS $DISH
O Musk, Musk, Wherefore Art Thou Musk?
I wrote about the strategic possibilities between SpaceX and EchoStar (the PG-13 version)
yummycenturyegg.substack.com/p/oh-musk-musk… $SATS $DISH
Like Romeo & Juliet, this story is about names. $150/share intrinsic value vs. $30/share market cap. That’s the tragedy. Let’s play investment banker and see how this ends
May 30, 2025 • 13 tweets • 2 min read
$QVCGA some LME musings. I'm not an expert or plugged in. on the other hand, my musings are free. $QVCGA First, there's probably no LME at the QVC Group level. The preferred in QVC Group has no teeth. We might see a sale of the Cornerstone Brands, which would be very interesting. The current $1.3B of preferred is trading at a value of $75M.