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User Profile: Dougie KassVerified account @DougKass Seabreeze Capital Partners LP http://seabreezepartnerslp.com Palm Beach, Florida 33480 View broadcasts Watch LIVE Joined February 2009

Thread Reader App @threadreaderapp 21m21 minutes ago More Replying to @DougKass Guten Tag, please find the unroll here: Yesterday my friend Howie Cooperman unexpectedly passed away. I spoke https://threadreaderapp.com/thread/1468178979836383233.html See you soon. 0 replies 1 retweet 1 like Reply Retweet 1 Retweeted 1 Like 1 Liked 1

Dougie Kass Verified account @DougKass 21m21 minutes ago More his entire family on this difficult day. @threadreaderapp unroll 3 replies 0 retweets 10 likes Reply 3 Retweet Retweeted Like 10 Liked 10 Show this thread Show this thread

Dougie Kass Verified account @DougKass 21m21 minutes ago More his personality, unfilled with pretense or the need to have others like him. He bathed in and was so proud of the successes and charitable deeds of his little brother, Lee. He loved his family so much - and those that knew him have lost a good friend. My warm prayers are with 1 reply 0 retweets 12 likes Reply 1 Retweet Retweeted Like 12 Liked 12 Show this thread Show this thread

Dougie Kass Verified account @DougKass 21m21 minutes ago More Yesterday my friend Howie Cooperman unexpectedly passed away. I spoke to Howie about 2 weeks ago and we had planned to have dinner in Palm Beach later this month. Howie was caring and honest. His face got all crinkled up when he smiled - a smile as sincere as 2 replies 0 retweets 15 likes Reply 2 Retweet Retweeted Like 15 Liked 15 Show this thread Show this thread

Dougie Kass Verified account @DougKass 15h15 hours ago More Dougie Kass Retweeted neal jonathan yohay I would be pleased if peeps just report the haters and I will certainly return and try to communicate some of my views and specific ideas. But I don't have time or inclination to deal with the shark attacks anymore. https://twitter.com/nealyohay/status/1467951683812663297 Dougie Kass added, neal jonathan yohay @nealyohay Replying to @DougKass Kass does the most extensive research in the industry. We can't afford to not have him on Twitter. He offers us valuable ideas and insight, that improve our investment performance. 9 replies 0 retweets 56 likes Reply 9 Retweet Retweeted Like 56 Liked 56

Dougie Kass Verified account @DougKass 16h16 hours ago More Dougie Kass Retweeted wilson2021 sorry but i didnt tweet this morning as i have been taking a sabbatical from twitter because of the vitriol and hate from sharks like you that make it impossible to reach the good fish. your lies and hate ruin twitter for everyone. https://twitter.com/wilson20211/status/1467918042235478029 Dougie Kass added, wilson2021 @wilson20211 Replying to @gnoble79 @DougKass Why did Kass delete his BEARISH MARLET tweets from this morning ? What a charlatan. He was bullish last 4-5% drop in indices, then gets bearish and then deletes said tweets. Should be embarrassed or at least say you re sorry 19 replies 0 retweets 64 likes Reply 19 Retweet Retweeted Like 64 Liked 64

Thomas (Tom) Lee (not the drummer) FSInsight Verified account @fundstrat Nov 16 More Replying to @DougKass @tomkeene and 5 others Hey @DougKass !!! Great to 5 replies 1 retweet 17 likes Reply 5 Retweet 1 Retweeted 1 Like 17 Liked 17

Dougie Kass Verified account @DougKass Oct 20 More v domestic subs 3. even "Squid Game" couldn't result in better sub growth in US, etc. Conclusion: streaming biz for everyone will be alot more difficult than most expect. (See recent weakness in $DISC and $DIS streaming sub growth) Also, reading headline EPS releases/sound 1 reply 1 retweet 7 likes Reply 1 Retweet 1 Retweeted 1 Like 7 Liked 7 Show this thread Show this thread

Dougie Kass Verified account @DougKass Oct 20 More Respectfully: Most of the initial reaction to $NFLX EPS release in the business media was superficial and failed to recognize 1. the co downgraded sub expectations a quarter ago, so they beat lowered subs 2. the inherent weakness (lower avg price per sub) in international 2 replies 0 retweets 21 likes Reply 2 Retweet Retweeted Like 21 Liked 21 Show this thread Show this thread

Stephanie Link Verified account @Stephanie_Link Oct 19 More $NFLX: at 58x eps, an inline rev, flat paid membership and BE FCF - not so exciting. 17 replies 6 retweets 108 likes Reply 17 Retweet 6 Retweeted 6 Like 108 Liked 108

Dougie Kass Verified account @DougKass Oct 19 More Dan @RiskReversal @MelissaLeeCNBC @guyadami @CNBCFastMoney The share price appreciation of $TSLA on the two days before today totaled 80% of $GM market cap! 9 replies 1 retweet 23 likes Reply 9 Retweet 1 Retweeted 1 Like 23 Liked 23

Dougie Kass Verified account @DougKass Oct 19 More Does anyone even care that $NFLX 4Q guidance is much lower than the Street consensus as backlogged content release large. @SaraEisen @WilfredFrost @CNBCFastMoney @ScottWapnerCNBC https://s22.q4cdn.com/959853165/files/doc_financials/2021/q3/FINAL-Q3-21-Shareholder-Letter.pdf 11 replies 3 retweets 27 likes Reply 11 Retweet 3 Retweeted 3 Like 27 Liked 27

Dougie Kass Verified account @DougKass Oct 19 More @CNBCFastMoney @ScottWapnerCNBC @HalftimeReport @threadreaderapp unroll 1 reply 0 retweets 2 likes Reply 1 Retweet Retweeted Like 2 Liked 2 Show this thread Show this thread

Dougie Kass Verified account @DougKass Oct 19 More Dougie Kass Retweeted percentile not decile. https://twitter.com/DougKass/status/1450433706531897353 Dougie Kass added, This Tweet is unavailable. 3 replies 0 retweets 4 likes Reply 3 Retweet Retweeted Like 4 Liked 4

Walter Deemer @WalterDeemer Oct 17 More I think the breadth divergence (752 net advances) and the $IWM trading range are likely to be resolved to the upside together or fail together. This, in turn, should let us know just how durable the current rally is. pic.twitter.com/8Krk4ltoAL 15 replies 36 retweets 198 likes Reply 15 Retweet 36 Retweeted 36 Like 198 Liked 198

Dougie Kass Verified account @DougKass Oct 17 More (many adverse), rates rising -- but the charts look great. I don't know where stocks are going - but there are some things I feel strongly about: * the NY Giants stink * so do the NJ Jets * there is little margin of safety today in most asset classes ** there is little 1 reply 0 retweets 22 likes Reply 1 Retweet Retweeted Like 22 Liked 22 Show this thread Show this thread

James DePorre Verified account @RevShark Oct 17 More Some of the best trading recently has been in SPACs that are about to close or are closing their acquisitions but social media has not done a very good job at timing much of the volatility. Those short squeezes are not nearly as simple or easy as they sound 3 replies 2 retweets 22 likes Reply 3 Retweet 2 Retweeted 2 Like 22 Liked 22

gregdantas @gregdantas1 Oct 15 More @DougKass Citi giving a nice gesture to your good friend. pic.twitter.com/qblLFRzLFd 1 reply 1 retweet 26 likes Reply 1 Retweet 1 Retweeted 1 Like 26 Liked 26

Dougie Kass Verified account @DougKass Oct 15 More On @TSTRMPro "Sleepless in East Hampton" https://realmoney.thestreet.com/dougs-daily-diary?published[value][date]=2021-10-15&author=All#sleepless-in-eas-20211015 @ferrotv @lisaabramowicz1 @tomkeene " 1 reply 0 retweets 7 likes Reply 1 Retweet Retweeted Like 7 Liked 7

Matt in Nashville @MattInNashville Oct 15 More Danny Blanchflower (Dartmouth) provides clarity on @Bloomberg this morning for current/future fin market dynamics. Regardless of one's mkt bias. @tomkeene @DougKass 0 replies 1 retweet 3 likes Reply Retweet 1 Retweeted 1 Like 3 Liked 3

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