BCap21 @b__cap21
Equity analyst tweeting mostly about high quality companies Joined February 2014-
Tweets63
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Followers168
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Following3K
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Likes152
BCap21 retweeted
$FICO blog post claiming FICO Score 10T blows the doors off of VantageScore 4.0 fico.com/blogs/fico-sco…
BCap21 retweeted
Current EU Defense valuations vs. 2022
BCap21 retweeted
Stifel's take on the persistent discount in $HEI.A vs. $HEI shares - "That's just the way it is." Anyone have a clue why an equal voting interest in a family-led company with HEICO's background/track record is worth that much of a discount? Makes no sense to me.
BCap21 retweeted
$HEI estimates are usually too low
BCap21 retweeted
Consolidation in legacy defense industry
BCap21 retweeted
CPI-adjusted billion dollar weather events since 1980.
BCap21 retweeted
Guess it was $GMS
BCap21 retweeted
Morgan Stanley's nine things investors miss about $V and $MA
BCap21 retweeted
Bear and bull case on $AAPL
BCap21 retweeted
Why has $MSCI underperformed peers so meaningfully the past 2 years and what gets this to change?
BCap21 retweeted
$V highlighting the difference between how consumers feel right now (awful) and how they are acting (still spending because they have jobs, are growing wages, and balance sheets are good)
BCap21 retweeted
$WRB's quarterly reminder that long-term risk adjusted returns is what ultimately drives shareholder value in insurance.
BCap21 retweeted
Looks like pet owners are finally crying uncle of after years of ridiculous vet practice and diagnostics pricing. $IDXX
BCap21 retweeted
Maybe we need a sovereign wealth fund so we can raise revenue front running the absurdity of this administration.
BCap21 retweeted
The regulatory cost impact on manufacturing costs since the 1980s.
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