RAMco Capital @RAMCOCAPITAL
10K and 10-K enthusiast Joined August 2022-
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RAMco Capital retweeted
Saquon Barkley's angel portfolio is wild. Anthropic, Ramp, Anduril, Cognition among others
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Didn’t know there was an easy 6% to pick up if $GOOG got to keep Chrome
RAMco Capital retweeted
GM friends of the blog, As you may know, I write regular research over on the "other website". I am focussed on the analysis of unusually good assets. Over the years I've covered some spectacular (and not) situations. I have taken some steps to make the site easier to navigate:
RAMco Capital retweeted
Friendly reminder as we discuss loan fraud that Bill Pulte - the heir of a billionaire family - attested under oath that his Private Equity company (Pulte Capital) would go bankrupt without a $50k PPP loan he never paid back. @pulte
Is “don’t fight the administration” a decent thesis for $INTC at this point? If the gov wants something to prosper, it will likely do fine. Little to no nationalization risk IMO.
Pls let $KLAC and $LRCX go down on that $amat print
God damnit the $unh hive was right
Honestly, it’d be pretty funny if Dev was dumping $fico
Please god let $BRK get another quarter of not having to disclose its secret holding.
Get married to someone out of your league and have >2 kids. Best (worst?) financial advice there is.
RAMco Capital retweeted
everyone wants a PE approach to public equities but no one wants a divvy recap SMH
everyone wants a PE approach to public equities but no one wants a divvy recap SMH
Anyone save the $prm tweets from our friend who blanked his account? Those were good intel.
He is circling YOU with the wagon.
He is circling YOU with the wagon.
At what price level should I become the 120% $NOW guy?
If Culp was named ceo of $INTC I’d be buying hand over fist.
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