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Porter Collins

@Seawolfcap53k followers

Value investor, short seller and 2 time Olympian. Always looking for the next Big Short.

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Posts 94 posts
#DatePost↓ OutlierViewsLikesRepostsBookmarks
1May 1, '23I know everybody is bullish again but we just had our 3rd short this year go to zero. I've been shorting stocks for 25 years and I can't even remember my last zero. So much about t87×975k2.5k207117
2Oct 4, '24Happy Fake Government Data Day!26.8×300k4795121
3Sep 14, '25Probably lots of information behind this move but what is worse in my opinion is a high margin company with massive market share goes after their lowest level employees first to sa21.7×243k2.9k202152
4Apr 10, '23$BX is starting to figure out leverage works both ways. In an odd way they are now suffering the same issue as SIVB. It's not the case in the example below but post covid they allo20.4×229k2463347
5Aug 15, '25For a rip roaring stock market this is our 3rd short to go the zero this year.19.5×219k7941764
6Dec 1, '24So good when the Silicon Valley guys start crying. The SEC and Fed regulators who haven't done much over the last 15 years are suddenly harsh for political reasons...I call BS. All17.7×198k66276102
7Jun 7, '24I have no issues with what Roaring Kitty is doing, but he just wasted all this momentum and energy with a horrendous company. Just imagine if he picked a real company.17.3×194k7872225
8Oct 5, '23Can we just start fresh with our elected officials? They have failed us. The numbers are honestly eye watering.16.5×185k408494
9Dec 11, '242025 early thoughts. As the calendar turns and the new administration arrives, I'm trying to come up with fresh asymmetric ideas. As a contrarian I start by looking in the trash bi16.4×183k41820191
10Oct 10, '23Another classic example of a bank selling it's best assets when they need capital. The entire gain is being used to offset bond losses....16.3×182k4807534
11Apr 17, '2599% of investors have never seen tech underperform in up markets....15.4×173k8544033
12Mar 9, '23$SIVB: things don't go down in a straight line. Covered our short here today. Fundamentals obviously suck and the hangover from the VC bubble is going to be a long one, that said t15.2×171k3472524
13Dec 16, '22No words for this bullshit.15.1×169k3712116
14May 2, '23This is the best breakdown I’ve heard so far about the difference between global reserve currency and global reserve asset. Big difference. @LukeGromen15×168k2442485
15Dec 20, '22One of the reasons we rarely use options is because timing the catalysts and prices are extremely difficult. The market is hard enough, so why put a shot clock on yourself. Keep it14.6×163k6145837
16Dec 6, '24It should be an SNL skit but no these guys are serious. These are the capital markets we have chosen.14.2×159k3754180
17Sep 20, '23The CEO is making 360x the average employee. The stock is up since she became CEO but massively underperformed any index. Can you see why they want to strike? I'd be pissed too.13.1×147k4455322
18Sep 22, '25This is no doubt a positive for both companies in the near term, but this is close to full ponzi.12.5×141k1.6k9772
19Mar 26, '24Why exactly are the taxpayers on the hook for this?12.5×140k416215
21Oct 14, '25Near record quarter and the #1 Wall Street firm is cutting jobs. At the same time investors are clamoring to fund all these AI companies that are about to destroy their jobs. Inter12.2×136k1k5089
22Feb 5, '25Central banks are trading bonds for gold, yet nobody in the US owns gold and they have 40% in bonds.11.8×132k3806640
23Mar 10, '23The $SIVB failure is just another epic failure of the FED. They had 15 post Lehman to fix the banking system. I also find it ironic they they failed due to US government debt not d11.6×130k4134610
24Mar 22, '23This is hilarious and sad. @CNBC wants more BS (Cathie Wood) and less truth (@AlderLaneEggs). This is the state of our media.11.3×127k336406
25Feb 16, '25This goes in the category of "Why am I seeing this now?" Are they going to revalue gold? I have absolutely no idea but you would probably need an audit before you revalue it.10.6×119k5616048
26Nov 7, '25I don’t blame them asking again for the bailout but something is very wrong here.10.1×113k6425136
27Aug 2, '24If you are in the growth slow down camp, then you are about to see what a deficit blowout looks like. I've been saying for over a year that we have been running huge budget deficit10×112k3233558
28Sep 18, '23Really guys?9.3×104k2152119
29Apr 13, '23Lots of talk about CRE these days. Have a look at the BREIT ($BX) assumptions....must be nice to mark your own assets.8.8×98k2073826
30Sep 4, '25What almost brought down the entire financial system in '08? Excessive leverage. Absolutely zero room for error with anything close to this kind of leverage.8.6×96k7316061
31Nov 26, '24This is how unregulated financial markets destroy themselves, much like the GFC. Leverage on leverage, combined with options and 0% converts. This is what Wall Street loves to do. 8.6×96k3214069
32Aug 25, '25Somebody showed me this stock today. Absolutely hilarious what is going on these days. Bubbly.8.3×94k2391064
34Apr 29, '25The whole nation got to experience what it’s like to get Musked.8.3×93k7747751
35Dec 13, '24American's just aren't near the level of skepticism and outrage that is needed for change.8.1×91k3684525
36May 17, '24Well we can now turn the page on Roaring Kitty. I admit his meme game was strong but it's fairly obvious he did zero work on the company and pump and dumped everybody including Por7.8×88k2631315
37Jul 24, '24Wait, I thought TSLA was an AI company? Now TSLA shareholders have to spend $5b for a piece of xAI at some outrageous valuation. The $56b the shareholders paid you I guess didn't i7.8×87k2573818
38Jun 19, '23I don’t care if you are a bull or bear, the market is very overextended in the short term, especially tech.7.6×85k2282513
39Oct 22, '24This had been our thesis for 4 years and the debt problem keeps getting worse every day. Yes it makes me bearish but I've chosen to express that view in an inflation bet.7.5×84k3582570
40Mar 20, '24It's hard to argue with this screen we do. Insider buying in the last 2 months.7.5×84k36433225
41Jun 3, '25We've seen lots of insider sales before but this is something.7.4×83k2833168
42Aug 19, '25It's wild that Chamath actually said "no crying in the casino". I think I heard Buffet say that before too....7.3×82k264119
43Oct 9, '25One thing we haven't see from Google is the intricate web of ponzi type deals unlike all the other AI players.7.2×80k6122545
44Apr 24, '24“By the end of last year, ARK funds had destroyed more wealth than any other asset manager over the previous decade, losing investors a collective $14.3 billion”. Their analysis wa7.0×79k4455530
45Dec 13, '24I guess since the Fed just bails out rich people when their bank fails, there is no reasons for the FDIC. I also seem to remember a time when dramatically weaker bank regulation al7.0×79k4274413
46May 22, '25I'm kind of feeling I don't have enough uranium exposure tomorrow...6.8×76k3732129
47Mar 16, '23I guess it’s going to take a while for the stupidity to be beaten out of people.6.8×76k281298
48Mar 17, '23Yellen needs to be fired.6.8×76k3814917
49Oct 8, '25Lots of people laughed at @LukeGromen when he mentioned this shift could occur post USD sanctions. The preferred reserve asset of central banks will be gold soon enough.6.7×75k3674448
50Feb 19, '25This might be the top of crypto sh*t coins. I think people are SLOWLY figuring out the definition of ponzi schemes.6.5×73k3193027
51Oct 5, '23“We owe $33trillion anyway, just put it on the tab. Let those Millennials pay for it”6.2×69k256241
52Jun 17, '25$PCT today (up 25%) is just another example of the short sellers in today market that have no idea what they are doing. The market neutral funds have forever broken short selling. 6.1×68k3422138
53Jun 4, '25Things that don’t occur at bottoms for $1000 Alex. @dmoses34 @VD7186.1×68k3892418
54Jun 5, '24The facts are the facts. Interest payments will continue to be a growing problem. People can ignore it, but I'm of the belief that it has massive investment ramifications.6.1×68k2462430
55Mar 29, '23Commercial-property losses will add to banks’ woes - Dan is right, office is a dumpster fire.6.0×68k2363425
56Feb 12, '25Our man @dmoses34 now has his own podcast! We were kindly invited to be on the first episode. The investment landscape is messy these days and as you would expect we disagreed a bu5.5×62k2392451
57May 21, '25Yahtzee! So I was only 6 years too early....5.5×62k3421725
58Feb 4, '25It's very hard to buy what's hated. (I'll put most of EM in this bucket) Usually people love cheap deals, yet in the stock market people chase what going up. Everybody has their ow5.4×61k2502234
59Jan 20, '25Let them eat cake!5.2×58k383146
60Mar 12, '23Who is ready for the bailouts??? I’m guessing the Fed will be mopping up its own mess shortly.5.2×58k220143
61Mar 22, '24"We want you to win, but we don't want the price at the pump to go up. Our election win is more important"5.2×58k2975013
62Apr 17, '25This summer/fall is going to be interesting.5.1×57k2973564
63Jul 8, '25Hilarious, absolutely no fear in markets right now. Fundamentals are imploding but he’s BTFD.5.1×57k3262921
64Jul 17, '24This is going to be interesting. Independent Fed will be fully extinct, pressuring US oil to destroy themselves by pumping more oil, cutting taxes and cutting spending. I know valu5.0×56k2142128
65Apr 21, '25I kind of agree with Trump. Trump has handled this tariff thing so badly, they'll need to cut. The economy is absolutely frozen. As it currently stands, it's impossible to buy stoc4.9×55k255922
66Dec 6, '24A bridge way too far for me.4.8×54k24676
67Nov 27, '24When Hawk Tuah becomes a billionaire next week, maybe some of the crypto bros will start to figure out what a joke this has become.4.7×53k2951712
68May 8, '25Oh great a bad trade deal between two allies who don't make anything.4.3×48k4043111
69Aug 21, '24If anybody believes any of the numbers coming out of the government they need to have their head checked. They have always been lying but the adjustments just keep getting more out4.2×48k3795715
70Apr 28, '25Really great thread on $PM. It's been a core long of ours since the Zyn acquisition. The one thing I will add is that macro comes and goes but right now the weak dollar is fantasti4.2×47k24417141
71Dec 6, '24Drill baby drill might be a nice political headline but unless their is an economic reason, these companies are just not going to do it. CVX cut their capex budget for 2025 by $2 b4.1×46k2293914
72May 20, '25I'm old enough to remember when Tesla said they had AI. Now they need to buy it from Elon....3.9×44k325244
73Aug 31, '25Just a word of caution: The seasonals of Sept/October are not great historically and the NASDAQ has been up 5 months in a row. There has definitely been a rotation underway the pas3.9×43k3452451
74Sep 27, '23< 3x EBITDA, double digit dividend yield and growing earnings. $PBR.A3.8×43k2162830
75Jan 4, '25Hilarious. Whoever is running the White House is trying their best to piss off MAGA. I would honestly love to know who is running our government right now.3.8×42k2521210
76Nov 15, '24Not enough people talking about the revenue side of the budget deficit. So many loopholes to not pay taxes. These are some of the most profitable companies in the world, just pay t3.7×42k2692533
77Aug 21, '25This is the same increase as the China tariffs on every product we are buying from them. The people that think tariffs aren't inflationary are nuts. Oh and all these subscription s3.6×41k2592415
78Apr 16, '25Liberation Day liberated investors from their gold miner positions. It's a shame because these companies have turned into printing presses. Stay long, be long3.6×40k2292260
79Mar 28, '25I guess securities fraud isn't a crime anymore???? Is that the take away?3.4×38k379274
80Apr 9, '25No words for this one. Somebody needs to tell Trump to shut up.3.3×37k226615
81Aug 23, '24I think the bottom is in for Uranium.3.3×37k2712020
82Sep 12, '24Where can I sign up for this health insurance????? Can somebody send me the link?3.1×34k2701611
83Jul 13, '25Charles Ponzi would be very proud!3.1×34k2742010
84Sep 28, '22It’s no long going to be the Fed pivot. Just total capitulation. All the PhDs once again got them nowhere. It’s a fully financialized world and the world can’t handle higher rates.3.0×06466532
85Jun 20, '25This SPAC is going to be special. I’m so excited to see the grift.2.9×32k231117
86Aug 26, '25I don't know who Yorkville is, I've never heard of a CRO strategy, I don't know what Cronos tokens do, and $5b line of credit to buy made up coins is something I want nothing to do2.9×32k2221729
88Nov 6, '24Make Volatility Great Again! Republican sweep, bonds selling off, Fed cutting rates into a reaccelerating economy, China stimulus. Are you ready for it because it never plays out a2.7×30k3292826
89Jun 5, '25This should be the lesson to kids. Don't do drugs2.7×30k206163
90Jun 23, '25We are going @OnTheTapePod tomorrow with @VD718 and @dmoses34. Let us know your questions.2.6×29k223825
91Apr 9, '25I'm kind of confused Bill. Yes Trump did a great job buying the dip this morning but we have no deal yet.2.3×26k272132
93May 13, '22I'm not sure if this gets enough attention but the best investor of a generation with the biggest pile of cash in the world is buying energy.2.1×04026832
95Apr 14, '22Real question who is going to buy our (US) debt? The Fed is out, China out, Japan out, Russia out, Fixed income flows negative.1.8×03123015
96Apr 8, '22This is the chart that scares me. "If" yields break through to the upside from this 40 year channel, my opinion is that the market has more downside that people expect. Eventually 1.5×02565128
97Nov 9, '22Buy your gold now before the first missed coupon payment on US treasuries. Oh and remember when BTC was the new gold…1.4×02943214
98Sep 22, '22The Fed is once again falling into the trap of fighting the last war. They are trying to fix an acute structural inflation problem with a meat cleaver. The Lords of Easy Money are 1.3×0284374
99Feb 3, '21Burying all those retail investors in $GME must have been one hell of a workout.0.8×0188101

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