When the liquidity does not add up
Arbor Realty Trust’s dividend suspension is presented as creating $60 million of liquidity, raising questions about its ability to meet 2027 debt maturities.
Saturday, October 31, 2026
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From X
Charles Frischer on X
$NN It is possible that Carr will be able to help the Part 15 user base and approve the 900 MHz modernization plan put forward by NN. The country needs an actionable alternative plan for GPS. The NN plan is important for our country. The time is now for action.
Charles Frischer on X
$NN The attached clips show that the hearing accomplished important work on public policy. Let the FCC do their job. The facts and the testing should/will demonstrate no unreasonable interference will occur from the upgrades to the band.
Charles Frischer on X
$NN No matter how many times the opposition states there will be interference, the real world testing is not indicating any interference is happening. Squeaky wheels sometime get greased in DC. The opposition seems to be looking for some grease from their contrary stance.
Charles Frischer on X
$NN Technical matters in regard to spectrum, like interference, should be resolved by FCC engineers. These engineers have decades of knowledge and experience. In this clip, every speaker agreed the appropriations committee was out of line and was not the correct forum. https://t.co/TwvTZj1kr0
Charles Frischer on X
$NN Opposition to NN's modernization of the 900 MHz band wasn't convincing FCC engineers of non-existent interference. They then tried to gum of the works by adding language in an amendment of the appropriations committee.
Charles Frischer on X
$NN Interference is the primary criticism of the NN proposal to modernize the 900 MHz band. In this clip from last week's Congressional testimony, the CEO carefully describes how no interference is being reported in their extensive test zone. https://t.co/xgZV0iXCGe
Charles Frischer on X
$NN Mariam was poised, knowledgeable and well spoken. In this attached clip, Mariam states no interference has been reported in all the years of testing. The opposition doesn't have any specific examples of interference. https://t.co/ySdZeVAWjc
Charles Frischer on X
$NN I have been approached by folks about last weeks Congressional hearing. I watched the entire hearing and spoke to well informed participants. The opinion is that the hearing went exactly as hoped. This was not a political debate in which a candidate tries to land a punch.
Investor Letters
All letters- Curreen Capital July–September 2026 CLVT $1.4BAAP $2.9B
- O'Keefe Stevens Advisory Q3 2026 OCTV $5.6BCALY $3B
- East 72 Period to 30 September 2026 AVOL $8.2BFCODF $4.8B
- Broyhill Asset Management third quarter 2026 MFP $1.9BVVV $4.4B
- Fairtree Asset Management Q3 2026 SSL $9.7B
- Alluvial Capital Management Third Quarter 2026 BSVN $553MFTLF $75M
- 1 Main Capital third quarter 2026 BFIT $2.2BHGV $3.3B
- Polaris Capital Management Third Quarter 2026 G $6.8BLKQ $5.1B
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