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Westpine Capital (@buckbid) profile picture

Westpine Capital

@buckbid

Keeping the bat on my shoulder…occasionally taking a swing.

Joined October 2018
  • Tweets1.6K
  • Following1.1K
  • Followers1.3K
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Photo by Westpine Capital (@buckbid)Photo by Westpine Capital (@buckbid)Photo by Westpine Capital (@buckbid)Photo by Westpine Capital (@buckbid)Photo by Westpine Capital (@buckbid)Photo by Westpine Capital (@buckbid)Photo by Westpine Capital (@buckbid)Photo by Westpine Capital (@buckbid)Photo by Westpine Capital (@buckbid)Photo by Westpine Capital (@buckbid)
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$BKNG is one of the few decent risk/ rewards….agentic disruption fears will subside.
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$CSU should not be down 8% on those results. Come on folks.
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Meanwhile, in Canada we’re focused on letting “artists” pay no tax on income.. Mind boggling. What about the other folks that work hard to earn the first $45000?
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lol.
Nick Frosst (@nickfrosst) profile pictureNick Frosst
@nickfrosstOct 29
AI needs to be owned by the people who use it. It needs to be a technology that empowers people. It can't be yet another tool of hegemonic control. As it becomes a core part of how businesses, governments, and people work operate, they need it to be deployed securely, effeciently, and effectively. Our Series E allows us to invest in building frontier models and continue working on efficient, open, and empowering AI. Proud of what the team has built and excited for what's ahead, and we are proud to have it be shaped by Canadians.
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No thanks. 🤡….
Mark Carney (@MarkJCarney) profile pictureMark Carney
@MarkJCarneyOct 29
Secure, sovereign AI. Built in Canada for the benefit of all Canadians.
Screenshot of an article from the Globe and Mail. The headline reads: Ottawa buys stake in Cohere in funding round valuing AI company at $35.7-billion.

ALT Screenshot of an article from the Globe and Mail. The headline reads: Ottawa buys stake in Cohere in funding round valuing AI company at $35.7-billion.

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Many such cases now starting to wake up from a painful year.
Westpine Capital (@buckbid) profile pictureWestpine Capital@buckbidOct 8
Quick reminder…
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Yeah higher bond yields and tough environment for monetization in private equity, but $BX $APO $BAM have been pummelled recently and now decent r/r ??
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Disclose.tv (@disclosetv) profile pictureDisclose.tv
@disclosetvOct 18
NOW - Macron addresses the nation, calling for order and says that the youth of France are "expressing great anguish and concern about the future... we need to pay heed to what they are saying and we must not minimise the hardships that they are facing."
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Quick reminder…
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Since nuclear deals in the news flow today, quick reminder on $BEP stake in Westinghouse and its implied value in an upcoming IPO….BEP trades under $30usd and is down a bunch on the rise in bond yields (BEP debt is almost all fixed with 15 yr avg term) Seems like decent r/r
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Why doesn’t $AZO work here?
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$ACN yet another example of AI not disrupting a business that a few months ago was a consensus AI loser.
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Most slimy and incompetent board in Cdn REITs.
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🤡🤡 “no change to outlook but let’s axe the entire monthly distribution” -24%
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Amazing the Canadian banks haven’t sold off yet. $ry $td Royal Bank still at nosebleed multiple, up 90ish percent since spring of 2025.
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$AON Overdone on this one…
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The $wday excitement didn’t last long.
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🤮🤮 come on man.
amit (@amitisinvesting) profile pictureamit
@amitisinvestingAug 15
Gavin Baker: “I have been told by people I trust internally that Dario believes there could be a world where there are only governments and one private company, which would be Anthropic.”
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Hey Vista/Thoma Bravo/Silver Lake…
SC (@soonercapital) profile pictureSC@soonercapitalAug 9
$tyl
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If $wday gets bought, plenty of software and software-like names that would be targets for going private? $TYL $VRSK Others?
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