RiverRoadPartners
@partners_road · 2 calls
| Date | Investor | Instrument | Claim (verbatim) | Horizon | Score | Source |
|---|---|---|---|---|---|---|
| 2026-10-14 | RiverRoadPartners @partners_road | CRWV debt | “McBee, a $CRWV co-founder who leads $CRWV’s financing efforts, said winning IG ratings for its chip-backed debt & eventually the $CRWV itself, would allow it to borrow from insurers whose capital “is unlimited.” Similar to how they packaged subprime debt to get an S&P AAA rating.” | — | -10 | Tweet ↗ |
| 2025-11-07 | RiverRoadPartners @partners_road | ELF | “The analysis that led us to short the stock last year... and then re-short it and make 35% today” | — | -10 | Tweet ↗ |