Garrett Arms @ArmsGarrett
Investing. Any opinions my own. Tennessee, USA Joined January 2022-
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Congrats @ArmsGarrett #2 in Fins and #4 in Large Cap as well. 👀
Congrats @ArmsGarrett #2 in Fins and #4 in Large Cap as well. 👀
Interesting. Uncapped 3% bonus on IRA fund transfers to HOOD thru 4/30—I.e. worth 10s of thousands for a sizable account. & the only catches are that funds stay there 5 yrs, they treat your cash like Schwab(no 5% on idle) & you pay a $75 subscription fee? Anyone done this?
Interesting. Uncapped 3% bonus on IRA fund transfers to HOOD thru 4/30—I.e. worth 10s of thousands for a sizable account. & the only catches are that funds stay there 5 yrs, they treat your cash like Schwab(no 5% on idle) & you pay a $75 subscription fee? Anyone done this?
The best metrics in banking worldwide for 3x EPS. Practically guaranteed to make 20% year unless/until you get kneecapped.
The best metrics in banking worldwide for 3x EPS. Practically guaranteed to make 20% year unless/until you get kneecapped. https://t.co/8do3oQq3bS
Patrizia (& Catella) interesting ways to play challenged European RE market. Similarities to KKR at $15. $PAT.DE 770m EUR mkt cap holds +200m principal investments, 300m profit entitlements(post-tax) & net cash = 85% of MC. Pay 110m net for 57b of AUM w/fee-based 10-yr rev CAGR…
Patrizia (& Catella) interesting ways to play challenged European RE market. Similarities to KKR at $15. $PAT.DE 770m EUR mkt cap holds +200m principal investments, 300m profit entitlements(post-tax) & net cash = 85% of MC. Pay 110m net for 57b of AUM w/fee-based 10-yr rev CAGR… https://t.co/pOlMvjG57P
$LI Li Auto retracing to pre-23 results price. $29.70. Mkt cap $30.4B. $14B net cash on balance sheet. $6.2B in FCF in 23. Weak start in Q1, but my bet is FCF will be similar in 24--year-end cash balance ~$20B. In round numbers, 2x 2025 EV/FCF. Also, scaling faster than Tesla.
Lawrence Hamtil @lhamtil
31K Followers 2K Following Business collector🚬🏋️♂️🛩️. Tweets are not financial advice & should not be construed as solicitations. They are for informational purposes only.
Yaron Naymark @1MainCapital
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Bill Brewster @BillBrewsterTBB
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Deep Value Situations @DV_Situations
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Jake @EconomPic
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Bill @wabuffo
24K Followers 2K Following 1) If you have no edge, correct position size is 'don't buy”. 2) Position sizing is determined by downside. 3) All great investing records employed leverage.
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Josh Young @Josh_Young_1
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Fundamental Investor @fundiescapital
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Searching @NegativeGW
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vgyh27yloldex @e3u7o6g71eu3fc
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:) @1_1hello
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Christopher Bloomstra.. @ChrisBloomstran
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Andrew Kuhn @FocusedCompound
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Pythia Capital, Baron.. @PythiaR
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Kuppy @hkuppy
138K Followers 2K Following CIO of Praetorian Capital and author of Kuppy’s Korner blog at https://t.co/fygVkh2Zbk Also tracking Event-Driven strategies at https://t.co/UfYZR6ERSN. CEO at YAK CN.
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48K Followers 2K Following “I know this game got valleys and peaks; Expectations for dips; For precipitation we stack chips, hardly.” Be curious, not judgmental. NOT INVESTMENT ADVICE.
Frederik Christopher .. @NeckarValue
84K Followers 1K Following at the intersection of Money and a Meaningful life master money before it masters you
Edwin Dorsey @StockJabber
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Made in Japan 🇯�.. @InvestInJapan
5K Followers 618 Following Everything on Japanese Culture & Investing🌱 Local market insights 🗺️ Quality Compounders 📈 Hidden Gems 🔍 Unique mental models 🧠 Not investment advice.
Martin Shkreli (e/acc.. @MartinShkreli
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Brad Lyons @BLyons151
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WinterGems @Govro12
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Capital Capital @Cap1talCap1tal
179 Followers 464 Following Starting anew. Lover of stonks. Disliker of frauds. Still no profile picture. Personal account -- not investment advice.
ThePupil @thepupil11
8K Followers 2K Following asset heavy companies, i steal 100% of my ideas and 50% of my due diligence from others and make lots of mistakes and generally get more credit than deserved
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718 Followers 412 Following “First man gets the oyster, the second man gets the shell.”
Main Ridge @Main_Ridge
2K Followers 2K Following "If you don't know who you are, the stock market is an expensive place to find out."
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JapanDeepValue @JapanDeepValue1
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Nick @nicholasp66
4K Followers 342 Following Investor Scouring the Globe for Great Investments Very little is needed to make a happy life it is all within yourself in your way of thinking. Marcus Aurelius
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Steve Matthews @SteveMatthews12
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Fundamental Investor @fundiescapital
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Viking Vancouver @VikingVan100
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🌞 Sol Brah 🌞 @SolBrah
214K Followers 461 Following CREATION THROUGH LIFE FORCE Read my book The Sol Way - https://t.co/x707r7ICRX clothing: https://t.co/tyw3wjhbp6 perfumes https://t.co/uBiJzOCHXn IG: realsolbrah
GSP @GlobalStockPick
5K Followers 606 Following Trying to fish where others don't. For example: 🇭🇰 , 🇸🇪 , 🇸🇬 , 🇵🇱 CAGR +13%, Aim for margin of safety with revenue growth, details and writeups in blog
Andy @evfcfaddict
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Vietnam, Iraq, Ukraine: easily avoidable wars, entered into under false pretenses. Will we ever learn or does every generation need one?
A complete conversation with one of the living legends, on building Danaher.
Our @artofinvest teacher today is Mitch Rales, one of the most iconic business builders and philanthropists of our time. Having cofounded @DanaherCorp 40 years ago alongside his brother and best friend, Steve, the Rales boys have strung together a track record of compounding that…
last $ffh.to tweet for today, it just looks like a great set up. (3 year duration, govt bonds, value stocks + swaps on their own shares, highest roe/lowest p/b). I think they can earn half the market in the next 3 years...
NEW POST: Kinsale Built for Efficiency and Profitability $KNSL In this post I dive deep into the company's competitive advantages, the E&S market as a whole, the Insurance Supply Chain, and diagnose why this Carrier will continue growing Market Share! Link below!
Great new write-up on @GIG_online alexfeng.substack.com/p/gig-yet-anot…
Finally, L'Occitane gets an offer from the Chairman at HKD 34 per share. The Chairman needs 90% approval from disinterested parties. So far, they've only locked up 38%. Will we see a deal bump to get this through?
L'Occitane International S.A. $973.HK is a leading global beauty and personal care (BPC) player at ~10x FY25 earnings, growing at a mid-teens plus rate over the next few years. Below is the summary thesis (link in the next tweet, open to all). Comments appreciated.
$ALAR Let’s take the price right now: $29.75 EPS for 2024 will likely be close to $2. For the sake of this, let’s say $1.50 to be extremely conservative. That’s a forward p/e of 19.83. For a company that is likely to grow revenue by 30% YoY for the next 5 years that’s…
A reasonable approach to show reasonableness in contrast to the intransigent. 1. I would ID all students to confirm they are CU students authorized to be on private property as paying students and not outside agitators (or worse). 2. I would charge any non student ID with…
Please visit the link to read the complete statement from President Shafik: president.columbia.edu/news/statement…
Columbia sets 2 pm deadline: Students must leave the encampment or their campus ID is deactivated. That would mean no classes, no dorm access, no graduation, uncertain future at the university. dailymail.co.uk/news/article-1…
The infamous Alan Chan “satisfactory but painful question” (The transcript doe not do it justice...) $FFH.to Prem answer was essentially this slide... “We've never been in a position like this. That's why I said a transformation, so that your pain will be minimal.”
Does anyone doubt that Trump would have won reelection if it weren’t for Covid, which the CDC now says we can treat like the flu?
Breakfast at Fairwood was pretty much what I expected. Non-descript building, on 2nd floor yet restaurant was surprisingly full. Rent cannot be high. HK$33 for a chee cheong fun with Lee Kum Kee sauces, etc strong tea. P/E 4x normalized though your assumptions may vary.
You think housing prices will keep going up because you've seen it all your life. But this is a historic anomaly that is likely to reverse soon: Prices might start shrinking in many places. This thread is the case against investing in housing:
More and more good news coming in. bloomberg.com/news/articles/…
New letter on DOJ v. Google patient-capital.de/s/Investor-Let… Judge Mehta hears closing arguments this week, I discuss what's next. cc ppl (all worth a follow) who might be interested in p. 23ff. testimonies/EU choice screens: @borrowed_ideas @compound248 @benthompson @JerryCap @PythiaR
Probably the best thing I’ve ever read on Google $GOOG patient-capital.de/s/Investor-Let…
The biggest mistake Democrats have made is supporting @POTUS Biden for a second term. By supporting Biden, they have given him false confidence that he can win the race. As a result, he did not step aside and allow better and younger candidates to emerge. Now as polls…
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