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Tsachy Mishal

@capitalobserver.bsky.social
564 followers 99 following 694 posts
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Tsachy Mishal @capitalobserver.bsky.social · 26/03/2026
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Tsachy Mishal @capitalobserver.bsky.social · 30/11/2025
The high court goes on to clearly state how you determine control. If only voting rights can be considered and not other soft factors than one must hold the majority of the shares voted at the annual meeting.
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Tsachy Mishal @capitalobserver.bsky.social · 30/11/2025
The high court completely smacked down the logic of the court of appeals in concluding that Bollore controlled Vivendi. They listed the arguments and then said it is all wrong (they completely misinterpreted the law)
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Tsachy Mishal @capitalobserver.bsky.social · 30/11/2025
The first procedural mistake was that the AMF did not show the math on why Bollore did not control Vivendi
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Tsachy Mishal @capitalobserver.bsky.social · 28/11/2025
What do you make of this?
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Tsachy Mishal @capitalobserver.bsky.social · 12/11/2025
$CI led with this in their UBS presentation. It's a significant statement from a company with a 12% FCF yield. They have the cash to back up their statement
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Tsachy Mishal @capitalobserver.bsky.social · 29/10/2025
In the next season of Fauda, Doron will attempt to do the impossible, rescue a value investor from himself
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Tsachy Mishal @capitalobserver.bsky.social · 12/10/2025
Russell 2000/ S&P 600 To be in the S&P 600 you have to be profitable. Recently, profitability is a liability
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Tsachy Mishal @capitalobserver.bsky.social · 05/10/2025
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Tsachy Mishal @capitalobserver.bsky.social · 05/10/2025
A DEI professor at a Canadian university thinks synagogues are fair game. She has since deleted her account. This is what the more educated people in the Free Palestine movement want to do to Jews. Never mind the common man
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Tsachy Mishal @capitalobserver.bsky.social · 07/09/2025
$CHTR broadband subscriber losses accelerated in the June 2024 quarter, when broadband subsidies for poor people ended. $CHTR was estimated to have ~5 million customers using these subsidies
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Tsachy Mishal @capitalobserver.bsky.social · 19/08/2025
Where is that buyback money coming from?
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Tsachy Mishal @capitalobserver.bsky.social · 12/06/2025
Continued claims from the start of 2022
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Tsachy Mishal @capitalobserver.bsky.social · 28/05/2025
90 deals in 90 days. Promises made, promises kept. Trump will personally be able to pay off the deficit by the end of his presidency
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Tsachy Mishal @capitalobserver.bsky.social · 08/05/2025
The water is warm
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Tsachy Mishal @capitalobserver.bsky.social · 29/04/2025
Actually, end of May
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Tsachy Mishal @capitalobserver.bsky.social · 22/04/2025
He's successfully negotiated against himself
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Tsachy Mishal @capitalobserver.bsky.social · 11/04/2025
This is what I like to hear from Jamie
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Tsachy Mishal @capitalobserver.bsky.social · 10/04/2025
We all have Jamie Dimon to thank for yesterday's reversal
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Tsachy Mishal @capitalobserver.bsky.social · 09/04/2025
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Tsachy Mishal @capitalobserver.bsky.social · 08/04/2025
Now we can can all appreciate what a true hero Mnuchin was
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Tsachy Mishal @capitalobserver.bsky.social · 08/04/2025
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Tsachy Mishal @capitalobserver.bsky.social · 08/04/2025
These are the ads Twitter is serving me these days
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Tsachy Mishal @capitalobserver.bsky.social · 07/04/2025
via @friedoystercult.bsky.social
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Tsachy Mishal @capitalobserver.bsky.social · 06/04/2025
Shot : Chaser:
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Tsachy Mishal @capitalobserver.bsky.social · 03/04/2025
Congratulations on the transition folks. What do you identify as?
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Tsachy Mishal @capitalobserver.bsky.social · 30/03/2025
High net worth individuals BTFD
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Tsachy Mishal @capitalobserver.bsky.social · 27/03/2025
Non-permanent residents no longer qualify for FHA mortgages
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Tsachy Mishal @capitalobserver.bsky.social · 23/03/2025
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Tsachy Mishal @capitalobserver.bsky.social · 21/03/2025
I guess
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Tsachy Mishal @capitalobserver.bsky.social · 21/03/2025
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Tsachy Mishal @capitalobserver.bsky.social · 18/03/2025
Cash is still low
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Tsachy Mishal @capitalobserver.bsky.social · 12/03/2025
Every time the market pokes it's head above water you people have to do this?
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Tsachy Mishal @capitalobserver.bsky.social · 09/03/2025
There are 50+ firms that front run indices. Other investors are index aware. Low cost indices have hidden costs. As more money moves to passive that cost becomes greater. It's reasonable to argue that even with that greater cost, passive is better than active
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Tsachy Mishal @capitalobserver.bsky.social · 06/03/2025
Agree with this. A lot of bad has been priced in short term
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Tsachy Mishal @capitalobserver.bsky.social · 05/03/2025
Trump thought he had leverage over Canada. But the Canadians are so angry about the 51st state nonsense (among other things), they want their politicians to fight
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Tsachy Mishal @capitalobserver.bsky.social · 02/03/2025
Hedge funds massively reduced positioning last week, as of Thursday's close. Right in time for Friday's face ripper (per MS)
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Tsachy Mishal @capitalobserver.bsky.social · 16/01/2025
It baffles me that $CI trades at half the valuation of $UNH when $CI EPS are likely to grow faster over the next few years. I understand wanting to discount $CI somewhat due to the larger PBM, but this is absurd
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Tsachy Mishal @capitalobserver.bsky.social · 13/01/2025
Bluesky needs to get Nostradamus over here
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Tsachy Mishal @capitalobserver.bsky.social · 15/12/2024
Where are the compounder bros?
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Tsachy Mishal @capitalobserver.bsky.social · 09/12/2024
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Tsachy Mishal @capitalobserver.bsky.social · 09/12/2024
Record call buying at ISEE on a 20 day moving average
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Tsachy Mishal @capitalobserver.bsky.social · 05/12/2024
I have zero desire to try and call a top in December, but damn are the anecdotal signs piling up
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Tsachy Mishal @capitalobserver.bsky.social · 04/12/2024
This chart is a few weeks old. I think we are approaching 23 times forward. 1 more turn and we will be around Y2K levels
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Tsachy Mishal @capitalobserver.bsky.social · 26/11/2024
What stage is this?
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Tsachy Mishal @capitalobserver.bsky.social · 23/11/2024
Complicated way of saying we sell our stock and convertible debt to buy Bitcoin. Because if you say it in a simple way it sounds an awful lot like a pyramid scheme
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