BCap21 @b_cap21
Equity analyst tweeting mostly about high quality companies Joined July 2021-
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Recent $CRH initiation from JPM arguing further re-rating warranted given solid results relative to much more highly valued aggregates pure-plays.
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Note to self: don’t get a whoop
BCap21 retweeted
Advance footage of the September 5 media event.
BCap21 retweeted
@TuckerCarlson I am Nate Anderson, the founder of Hindenburg Research referenced repeatedly in this bizarre and fantastical interview. During my career, I helped expose numerous financial scams, including over a dozen Ponzi schemes and numerous instances of public companies lying to and…
$FICO blog post claiming FICO Score 10T blows the doors off of VantageScore 4.0 fico.com/blogs/fico-sco…
BCap21 retweeted
FICO welcomes competition on a level playing field among credit score providers. We compete vigorously in every U.S. consumer credit market, and the FICO® Score is freely chosen by lenders, investors, and other market participants because it is trusted as the most predictive and…
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.
CPI-adjusted billion dollar weather events since 1980.
BCap21 retweeted
Father Jerry Buss was a prof. at USC (PhD in physical chemistry), and engineer at TRW in the 60s when started buying real estate in Southern California, when it was roughly the same price as any other part of the country. If you've ever seen those higher rise apartments 1/
Guess it was $GMS
Morgan Stanley's nine things investors miss about $V and $MA
BCap21 retweeted
Apologies for the TLDR, but when you step back, it is kind of wild what we’ve all lived through over the last five years. No wonder so many young people are anxious about the future—the ‘disturbance in the force’ feels stronger by the day. I don’t have any grand takeaways other…
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