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User Profile: FollowClick to Follow DougKassDougie Kass@DougKassSeabreeze Capital Partners LP http://seabreezepartnerslp.comPalm Beach, Florida 33480Joined February 20094,236 Following112.9K Followers


Dougie Kass@DougKass 24mlock him up.Quote TweetAlexis Barron@TheAlexisBarron 5hNow we know who orchestrated the illegal pump in the chat rooms. @DougKass twitter.com/followtheh/sta 19


Dougie Kass@DougKass 8h$BBBY has traded 2x its total shares outstanding by 115PM. Height of absurdity. Ends badly. Always does. Get a borrow! @risk reversal @guyadami @dougkass3538


Dougie Kass@DougKass 8hThe last time the MEME bs tripped up in early 2022, the Nasdaq immediately dropped by -12%. @riskreversal @guyadamiQuote TweetMKT Call@MKTCall 8hMKT call with @GuyAdami, @RiskReversal, Tom Sosnoff & @CarterBWorth is coming up at 1p -Stock market volatility - $BBBY & meme madness -Tom's next level for crude -Carter & Dan's bearish $AAPL play Sponsors @tastytrade @FactSet Powered by @OpenExchangeTV https://twitter.com/i/broadcasts/1BdGYwyoWLQxX Show this thread2218


Dougie Kass@DougKass 8hMust watch! @dougkass @RiskReversal @guyadamiQuote TweetMKT Call@MKTCall 8hMKT call with @GuyAdami, @RiskReversal, Tom Sosnoff & @CarterBWorth is coming up at 1p -Stock market volatility - $BBBY & meme madness -Tom's next level for crude -Carter & Dan's bearish $AAPL play Sponsors @tastytrade @FactSet Powered by @OpenExchangeTV https://twitter.com/i/broadcasts/1BdGYwyoWLQxX Show this thread8


Dougie Kass@DougKass 10hThanks Sir George, The Nobleman...@realmoney @SeabreezeLP @dougkass @gnoble79Quote TweetGeorge Noble@gnoble79 10hDoug Kass with a brilliant missive that truly captures the current state of play in markets @DougKass Show this thread5125


Dougie Kass@DougKass 14hInvestment short Krispy Kreme $DNUT misses and lowers guidance. @realmoney @seabreezelp @dougkass222


Dougie Kass@DougKass 14hOne thing to remember, this is just one person's opinion. A person that is often wrong and always in doubt! But in this @realmoney column I outline my concerns over the balance of 2022 and how we are positioning our new hedge fund @seabreezelp website... http://seabreezepartnerslp.com/signupQuote TweetDougie Kass@DougKass 14hSummary of yesterday's column behind the paywall at @TSTRMPro https://realmoney.thestreet.com/dougs-daily-diary?published[value][date]=2022-08-16&author=All#the-bear-market--20220816 Bottom Line: Price Is What You Pay, Value Is What You Get * Market structure and positioning have had a lot to do with the recent market advance * I now believe risk assets are at riskShow this thread22


Dougie Kass@DougKass 14hmy long holdings. @tomkeene @ferrotv @jimcramer @ScottWapnerCNBC @threadreaderapp unroll116

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Dougie Kass@DougKass 14hlowered guidance. To conclude, today's column is a reality check. I have dramatically reduced my long exposure and have reestablished a much more conservative portfolio construction. For the first time in a while, I am finding appealing short opportunities to complement2117

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Dougie Kass@DougKass 14hvulnerability of U.S. corporate profits (and margins). On the later score I would note only 57% of the companies that have reported 2Q2022 results have beaten EPS and sales estimates (it was over 70% in the previous quarter). Moreover, one out of every five companies have17

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Dougie Kass@DougKass 14hvolatility and market vulnerability may, again, lie ahead. On a more fundamental basis we continue to remain concerned - as we did at the beginning of 2022 - about the likely path of (hawkish) Fed policy, rising valuations, weakening global economic growth and the growing16

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Dougie Kass@DougKass 14hbased on the artificial, exaggerated and non-fundamental impact of market structure and positioning, market conditions have swiftly moved to becoming less attractive. In my view, the available opportunity set of six weeks ago has likely come and gone and a heightened regime of16

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Dougie Kass@DougKass 14hand as Peak Inflation, which we had expected, was proven out by the CPI and PPI prints. Recognizing that long positions have historically generated wealth (and short positions protect wealth!) I would prefer to buy and hold. But, as mentioned in this monthly commentary,17

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Dougie Kass@DougKass 14harguably exaggerating the upside move. Meanwhile, defensively positioned investors who had derisked and degrossed, who are now fearful of missing out (FOMO) have been forced into the markets. This has occurred even though the Fed has pushed back from the notion of a soft pivot110

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Dougie Kass@DougKass 14hdramatically from defensively positioned institutional and retail communities' bearish positioning since early June. As stocks have rallied, market structure has kicked in and passive products and strategies which worship at the altar of price have bought into the rally -17

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Dougie Kass@DougKass 14h* In late July I faded the emotional burst of buying and reduced our long exposure * Consensus profit estimates remain inflated and inflation will likely be sticky As discussed in our recent Bloomberg interview - at the 20 minutes, 50 seconds mark - the markets have benefited110

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Dougie Kass@DougKass 14hSummary of yesterday's column behind the paywall at @TSTRMPro https://realmoney.thestreet.com/dougs-daily-diary?published[value][date]=2022-08-16&author=All#the-bear-market--20220816 Bottom Line: Price Is What You Pay, Value Is What You Get * Market structure and positioning have had a lot to do with the recent market advance * I now believe risk assets are at risk2232

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Dougie Kass@DougKass 15hyes, the Fed! The Gang That Couldnt Shoot Straight...Quote Tweet23ed@caia437 Aug 16Replying to @DougKass @realmoney and 8 othersLove the Jimmy Breslin reference!6


Dougie Kass@DougKass 15h"There are decades where nothing happens; and there are weeks where decades happen." - Vladimir Ilyich Lenin @tomkeene @ferrotv @lisaabramowicz1 @SaraEisen @jimcramer @business @cnbcfastmoney @ScottWapnerCNBC @riskreversal @guyadami @HalftimeReport @threadreaderapp unroll1111

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Dougie Kass@DougKass 15hsticky inflation and slowing domestic/global economic growth. * Most investors find it hard to move outside the herd - it might again be time to be a contrarian. * I have avoided the bearish consensus in June and plan to avoid the growing optimism in late August.1110

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Dougie Kass@DougKass 15hwho worship at the altar of price momentum - reversed from sellers to buyers. * But the fundamental backdrop is arguably deteriorating. * And valuations are not very compelling at a time in which the Federal Reserve is caught in a policy box given the toxic cocktail of likely14

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Dougie Kass@DougKass 15hthe rally has been position driven - as the hedge fund community and others derisked and degrossed * As the momentum in stock prices began to improve, market structure and the role of passive investing products and strategies -14

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Dougie Kass@DougKass 15h@dougkass @seabreezelp From @realmoney yesterday morning: Aug 16, 2022 | 10:20 AM EDT DOUG KASS The Bear Market Case: Why We May Now Be Approaching Another Important Top in the U.S. Stock Market * The markets have rallied robustly since the June market low. * To a large degree2218

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Dougie Kass@DougKass Aug 16Beacon's price target on $VRNOF of $34 C is Bonkers. The company's mgt, its advisors and common sense should bring the analyst back to reality. @realmoney @dougkass @todd_harrisonQuote TweetTodd Harrison@todd_harrison Aug 16Beacon on @veranobrands #cannabis position / advisor $VRNOF5113


Dougie Kass@DougKass Aug 16This is a 40% decline in AGP's price target for $VRNOF. As I tweeted out earlier in the week, finally estimates and price targets are no longer fanciful for cannabis stocks. I and others were early but now is the time to accumulate - when analysts acknowledge. @realmoneyQuote TweetTodd Harrison@todd_harrison Aug 16AGP on @veranobrands #cannabis position / advisor $VRNOF2220


Dougie Kass@DougKass Aug 16"buyers higher and sellers lower." This exaggerates moves up and down. Their narratives and commentary shift with the weather. Learn to manage your short term/trading money with this in mind! It helps to explain why I average into positions @realmoney @threadreaderapp unroll2145

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Dougie Kass@DougKass Aug 16I wanted to leave you all with this thought. There are very few fundamental investors that appear in the business media these days. Almost all worship at the altar of price momentum - even though they might wear a fundamental disguise. They are no different than the quants -5382

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Dougie Kass@DougKass Aug 16They Want To Take Them Higher - The Beat Is Getting Stronger... Is the End of the Rally Nigh? ($AMC, $GME, $BBBY) https://youtube.com/watch?v=BqWQzOzK3kw&list=RDBqWQzOzK3kw&start_radio=1 @realmoney3119


Dougie Kass@DougKass Aug 16I added to $VRNOF after the cc. @todd_harrisonQuote TweetInvestor Relations at Verano@Verano_IR Aug 16"I want to leave you on this note. We have never been stronger from an operational and financial standpoint as a company. Our balance sheet is strong, our cash flow is strong, and we continue to reinvest in the company to drive long-term, sustainable growth." - @GeorgeArchos2339


Dougie Kass@DougKass Aug 16and there are weeks where decades happen." - Vladimir Ilyich Lenin https://realmoney.thestreet.com/dougs-daily-diary @jimcramer @tomkeene @ferrotv @lisaabramowicz1 @carlquintanilla @RiskReversal @gnoble79 @ScottWapnerCNBC @SaraEisen @threadreaderapp unroll225

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Dougie Kass@DougKass Aug 16domestic/global economic growth. * Most investors find it hard to move outside the herd - it might again be time to be a contrarian. * I have avoided the bearish consensus in June and plan to avoid the growing optimism in late August. "There are decades where nothing happens;2125

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Dougie Kass@DougKass Aug 16price momentum - reversed from sellers to buyers. * But the fundamental backdrop is arguably deteriorating. * And valuations are not very compelling at a time in which the Federal Reserve is caught in a policy box given the toxic cocktail of likely sticky inflation and slowing116

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Dougie Kass@DougKass Aug 16* To a large degree the rally has been position driven - as the hedge fund community and others derisked and degrossed * As the momentum in stock prices began to improve, market structure and the role of passive investing products and strategies - who worship at the altar of116

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Dougie Kass@DougKass Aug 16Up on @realmoney @seabreezelp @DougKass Aug 16, 2022 | 10:20 AM EDT DOUG KASS The Bear Market Case: Why We May Now Be Approaching Another Important Top in the U.S. Stock Market * The markets have rallied robustly since the June market low.2333

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Dougie Kass@DougKass Aug 16Congrats to CNBC chairman mark Hoffman on his retirement! Here is mark with me (finishing third in my golf clubs member guest tournament last month!) Mark is second on left. @jimcramer @MelissaLeeCNBC @ScottWapnerCNBC @riskreversal @carlquintanilla 1227


Dougie Kass@DougKass Aug 16Thanks @todd_harrison Aaron Miles at $VRNOF reached out. Much tahnks.Quote TweetInvestor Relations at Verano@Verano_IR Aug 16"I want to leave you on this note. We have never been stronger from an operational and financial standpoint as a company. Our balance sheet is strong, our cash flow is strong, and we continue to reinvest in the company to drive long-term, sustainable growth." - @GeorgeArchos1215


Dougie Kass@DougKass Aug 16Basically I am asking what is the best path that you see to maximize shareholder value at Verrano? @threadreaderapp unroll114

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Dougie Kass@DougKass Aug 16At what point does it make sense to repurchase stock vs. continuing your aggressive strategy of inorganic expansion? Would you raise capital at current share price levels to fund more growth?212

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Dougie Kass@DougKass Aug 16Todd You are an advisor to $VRNNOF You should tell tham all calls from shareholders should be entertained in a conference call. @todd_harrisonQuote TweetInvestor Relations at Verano@Verano_IR Aug 16"I want to leave you on this note. We have never been stronger from an operational and financial standpoint as a company. Our balance sheet is strong, our cash flow is strong, and we continue to reinvest in the company to drive long-term, sustainable growth." - @GeorgeArchos13

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