Backtracking Capital @backtrackingcap
Collecting information backtrackingcapital.com Joined February 2023-
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I had a millionaire prof. for a CS class that was in at Google IPO tell me the “value was in their data.” Not saying $ALAR is the next $GOOG but information has insane value. Just look at how well people that are more informed are doing for justification
On Monday, these guys (starting row 2) are pitching their stock ideas. Join us (plz set a new reminder, original space got killed, I made a new one): As English is not my 1st language, I asked a friend to help me out as co-host, hope you like the choice…
The desire to get out of the 9-5 is unquenchable. Want to do it by 30 giving me over half a decade. A little aggressive but should be doable
My favorite takeaway from the Dan Schum interview is to NOT fish where all the fishermen are. There’s fish there, but it’s harder to catch them. Be like Jeremy Wade and go for the monsters where others don’t want to be
@SFM1010 Considering adding to $DRX.TO here as well
x.com/i/lists/200868… My list of microcap investors. You can go through posts from last week like this without clicking on profiles. The for you feed only goes back 1 day.
Finally in on fintwit darling $AEP.V/$APEUF. Great write up from @microcapmindset here microcapmindset.substack.com/p/deep-dive-at…
Our team has published a research note on ADF Group. We are revisiting our model assumptions following strong industry data and an improved outlook from management. $DRX.TO $DRX.T Read the full report below.
It’s stunning how poorly one can, and will, spend his time. If you learn from others’ mistakes and avoid common pitfalls and blunders, your quality of life will be greatly and easily improved with very little effort.
Why did $WSTL seemingly stop putting out MD&As as they starting becoming profitable? They start seeing drastically reduced costs from 2019 restructurings, mention growth opportunities in 2021 Annual Report and then nothing since. Trading at a negative EV
Our team has published a management interview with Jean-Francois Boursier from ADF Group. The interview covers a detailed discussion of ADF's operations, growth strategy, capital allocation, and backlog. $DRX.TO $DRX.T Watch the interview here: youtu.be/Y20xsLSqn1A
$DRX.TO $ADFJF 3x forward PE
I’ve never found something quite as intellectually stimulating as investing. It’s truly an art form. Over the past 1.5 years I feel as if I’ve absorbed so much and yet I feel I’ve barely moved off the starting line.
Hoping $ADFJF trades lower soon so I can grab more shares. Their backlog is indicating ~3x next year’s earnings. Their recent changes are allowing for fast, profitable growth which should demand much more the 3x earnings.
Beginning to build a position in $SKAS. Valued at $8.6M with $6.6M net cash and what I figure as ~$12M in earnings power. The net cash affords a great margin of safety and recent trends with better contracts will provide them better margins.
Is there a thesis to $SKAS other than waiting for them to deliver the excess cash to shareholders? Once the contract ends on 05/01/2024, they will start paying high fees again for the heliport
For those looking to remember Charlie Munger fondly, here are some of his funniest moments:
Glad to have been alive at the same time as Charlie Munger. He has greatly influenced my thought processes in life and I couldn’t imagine otherwise. Thankful for the lifetime of wisdom he has left us and his sharp wit. Rest in peace
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