Hunter 🌆
@rhunterh
Investor and analyst focusing on real assets and alternative income, drawn to asset-heavy balance sheets...
I am occasionally asked about the genesis of Lewis Enterprises' name. In 1990's classic "Pretty Woman" concurrent with the romantic storyline, Gere’s character (Ed Lewis) is pursuing Morse Industries, a struggling ship builder. Lewis’ firm is not interested in the shipbuilding…
Marine Handroll in midtown is the best restaurant business model I've ever seen. Would invest if I could. - small square ft. - fast turns - simple menu - highish ticket
Excellent writing on the vapidity of Dubai (h/t @aminorcivilserv) "I am ashamed to have visited. There are some experiences that journalism cannot excuse. I add nothing to the record by having gone." newleftreview.org/sidecar/posts/…
Ares Capital Corp. $ARCC just ahead of SPX 10-yr trailing with 73% of the return coming from dividends
Wonderful book. If I could reanimate one writer to write about today, DFW would be the one.
It's a shame both the author and content of "The Creature from Jekyll Island" are conspiratorial quacks because it's an absolutely banging title.
Now we're talking...
Howard Lutnick's investment bank Cantor Fitzgerald is offering to buy the right to businesses tariff refunds, basically betting that the courts will overturn the tariffs.
I was aware that Paul Douglas, who co invented the Douglas-Cobb production function was a Senator — I did _not_ know that he enlisted in the Marines at age 50 in WW2, requested combat duty, and won two Purple Hearts and a Bronze Star
Most recruits are 21 when they step onto Parris Island. Paul Douglas was 50. A professor, politician, and patriot, Douglas left behindb a life of comfort in 1942 to enlist in the Marine Corps-becoming the oldest recruit in Parris Island history. From enduring boot camp without…
Do not miss this excellent pod from @philbak1 and @cfrischer1 on the $RHEP boondoggle!
🚨FULL PODCAST: REIT Activism and Zombie REITs @cfrischer1 is in a battle to unlock value in $RHEP, force a sale, or oust management. Hear how it unfolded:
There's some latent belief that when the next washout comes, markets will revert to a more sober form, with less fin. engineering, less leverage, fewer purely speculative assets. I think that view is wrong. Fatalism and jackpot mentality are entrenched.
In the genre of "writing about writing" this was a fun read. Palahniuk can be a little full of himself, and there are some fairly obvious embellishments to the stories. At its core though, some great tips for conceiving and writing engaging stories.
Chuck Palahniuk on why we bother to tell stories.