catechwilliams@yahoo @catechwilliams
Center for Advanced Sciences. Cambridge Einstein Scholar; Ph.D. Philophy (Oxon); Ph.D. Applied Mathematics (MIT); JD/ MBA (Stanford). Joined June 2015-
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$GMS Underfollowed building products distributor, HSD growth, favorable mix shift/ margin, tracking to beat estimates, trading at 10x EPS, 7x EBITDA. Peers at >50% higher multiples. $HD just acquired lower quality peer SRS for 17x EBITDA. GMS = $240 or +150% at that multiple.
$CVGW Situation getting : 1) being investigated by SEC, DOJ for bribery, cartel dealings, 2) intensely competitive biz, losing customers/ share w zero earnings; 3) sale of struggling prepared segment faltering. None of this is priced-in yet. Next 2 quarters likely a disaster.
$LYTS Very attractive acq of EMI following successful prior M&A blueprint--significant cross-selling op, cost reduction, expands product set which further solidifies dominant national position. Seeing +50% upside to shares from here.
$DAKT. Over the last 3 weeks have won several large upgrades—Colorado, UVa football stadiums. Each $15M projects to boost backlog and revenue >10% in the next quarter, further solidifying dominant market position. shorturl.at/iGJO6
$DTC Market awakening to strat alts noted yesterday. “We are currently undergoing a full strategic review of every key facet of our company...have engaged a leading strategic firm.” Multiple assets to sell. New CEO from $VSTO. 7x EPS, high SI. Large upside on any favorable news.
$GMS Ray Jay Conf right now. Tracking well ahead of recent guide—new larger wins, wallboard prices +MSD last 2 wks, accel share gains, hi margin complimentary biz organically 2x in 3 yrs. 10x P/E vs peers at 15-20x (BLDR, BLD, IBP). Long runway for growth w strong balance sheet.
$CVGW It appears DOJ and SEC are investigating for Foreign Corrupt Practices Act violations in Mexico. Could result in fines, revocation of FDA license to distribute in US. Shocking no one is considering this existential risk. fcpaprofessor.com/stay-ahead-cur…
$CART Moved forward its lock-up expiration date to 2/16 (Thursday) from the original 3/19. >65% of the shares will be eligible for sale. COO leaving, just announced a restructuring w ambitious guidance. Almost certainly did so to support the stock in advance of a secondary.
$DAKT Est $50-70M revenue project. 4 jumbotrons, 5 ribbons + software contract for 2 stadiums. daktronics.com/news/texas-tec…
$CVGW Announced expanded FCPA investigation by DOJ SEC related to Mexico ops (ie. cartel dealings). Likely large fines, potentially criminal charges. Customer losses almost certain, big grocers, restaurant chains want no association. Unclear how it isn’t down >50% on this news.
$YOU Delta just significantly expanded its Digital ID program. This service is free, more efficient than Clear and now available in Clear's core markets. Other majors will have to follow in order to compete on service. Seems like this could kill $YOU in pretty short order.
$CVGW Trainwreck coming--Delayed filing (again) due to issues w internal controls. Potential restatement? CEO has a history of playing games. Commodity business deteriorating due to competition. Desperately trying to sell-off assets.
$OXM Very strong holiday selling season based on credit card data & other trackers for core Tommy Bahama and Lilly Pulitzer brands w very minimal promotion or discounts vs modest consensus growth expectations. Stock at 9x EPS, will be providing prelim numbers at ICR in 2 weeks.
Making moves 👀 🔜 🏟️ Intuit Dome opens Summer 2024
$DAKT Just announced a substantial new project win. Estimated to be $25M in revenue to Daktronics. Yankees, Dodgers, Cubs are among those exploring potential upgrades for next season, all of which are exisiting customers. sportsbusinessjournal.com/Articles/2023/…
Vitamins DK @DonkeyVitamin
228 Followers 4K Following offer vitamins and supplements https://t.co/6lX91v1au9 https://t.co/zo3V69PMED https://t.co/sQmtttMy3w https://t.co/4AsuEubyqN https://t.co/wNZJnwTH4t https://t.co/QTd4LCNYKe https://t.co/tlG6l5uHd5 https://t.co/P7PbTJ3ntJ 🌱
Ryan Lundeen @lundeen_ne
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Peter @elevateminds513
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Joon Choo @JChoo3554
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st @st43116112
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ashwinam @tal43434
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Michael Infante @mikeyinfante
242 Followers 707 Following Christ follower. Husband to Kiara. Chelsea FC. 3x Marathoner.
Hodor @hodor2112
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Erno Karpoff @OffKarp
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Jonathan Tuck @_Jonathan_Tuck_
166 Followers 1K Following Current: Quant Researcher @ hedge fund. Previous: PhD in convex optimization @Stanford
Karol @Karol22521407
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Matthew Furnas @matthew_furnas
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Waugh @Waugh57831568
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Abdarahman Muhedin @AbdarahmanMuhe3
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Spencer Mateega @spencermateega
320 Followers 781 Following finance + stat + cs @wharton/@penn. prev @morganstanley, @meta, co-founded synced (acquired)
Sandeep Kapur @sakapur
179 Followers 1K Following Technologist, Interdisciplinary , Love building stuff ! I love stock market, economy. I am "Retail" investor and accept blame for wrong happening in market
Hunch @Hunch_789
14 Followers 421 Following
Savio Fournillier @Savio4nillier
32 Followers 198 Following
Truffle Hunter Capita.. @trufflehuntcap
148 Followers 361 Following L/S Opportunistic Credit - smaller/overlooked capital structures - not investment advice
Adam Steinbrecher @Steinbrecher_A
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tim casey @tkcmedvegas
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Tyren Thaar @tyrenthaar
31 Followers 463 Following
Scott Alberi @SJA7777
67 Followers 832 Following Private & Public TMT Investor | Founder, Fc. I use twitter solely as a news source...
Mike Corwon @mikecorwon
104 Followers 444 Following
Patrick Roy @espressopat
408 Followers 2K Following Too cheap for growth stocks. Too impatient for value stocks. Got any GARPish MOMentumy names for me ? Somewhat care about cycling, triathlon, wine, Italy
LEXFIN @_LEXFIN
30 Followers 59 Following Investment Research | Sharing Investment Insights & Trade Ideas | https://t.co/pxzb9ZOrt8
Conrad @ceor_haus
0 Followers 56 Following
Andrew Smith @smitha0711
2 Followers 31 Following
Naveen Ravichandran @31_naveen
2 Followers 156 Following
Jeffrey Sanders @Challahtoastnow
5 Followers 9 Following
SpruceHill Capital @Aksel465
220 Followers 242 Following Intrigued by value investing with a focus on illiquid small and micro cap stocks
Dr. Investor Clouseau.. @InvestrClouseau
2K Followers 5K Following Not a CFA... still recovering from a decade in neuroscience, so now focusing on drugs that work
Casey Lambert @CaseyLambert_
190 Followers 361 Following
adabala raja @RajaAdabala
33 Followers 177 Following
randominvestor6078 @randominvestor6
23 Followers 183 Following
BioPharmaZ @BioPharmaZ
422 Followers 2K Following BioPharma catalyst trader. Opinions are my own, not recommendations. Do your own due diligence.
Brett Davidson @brettddavidson
46 Followers 68 Following
Antonio Roldán Cabal.. @AntonioRoldnCa1
82 Followers 223 Following
Great Winfield @GreatWinfield
139 Followers 636 Following Former buy-sider (over 20 years as senior PM); now rentier. Views are my own; not investment advice.
Cullen Rose @StoicPointII
14 Followers 105 Following
Mike @Mike10947310
2K Followers 114 Following I'd rather play suckers than beat the best—trying to find the right table https://t.co/MOU1CdjJVO
Drew Houston @drewhouston
275K Followers 907 Following Founder/CEO of Dropbox · Board of directors at Meta
Boardroom Alpha @boardroomalpha
2K Followers 364 Following * Analytics & diligence on all directors, officers, and the companies they run * AI-powered corporate red flags * Industry's best SPAC & IPO platform
Steads @winsteadscap
10K Followers 447 Following Analyst. Reiterated Overweight by Roth, Craig-Hallum and Taglich Brothers. Unqualified opinion from Marcum. No investment advice given, opinions only. DYDD.
Yellowbrick Investing @joinyellowbrick
6K Followers 2 Following I collect the best stock pitches from fund letters, analyst reports, twitter, blogs, etc. Sign up for the free, daily email with 3 new stock pitches
Tice Brown @TicePBrown
2K Followers 789 Following Managing Member of Woodmont Partners. Investing in Real Estate, microcaps, litigation finance.
Daktronics @Daktronics
9K Followers 2K Following We've been delivering audiovisual solutions around the globe for 50+ years. We take pride in building products & relationships that last a lifetime.
Israel Defense Forces @IDF
2.7M Followers 38 Following Official IDF X account. We post real-time information and updates from the field.
Jonathan Conricus @jconricus
109K Followers 647 Following Senior Fellow at @FDD, former @IDF spox. 🇮🇱
Eliav Assouline @assouline99
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Trump History @Trump_History45
142K Followers 3K Following Documenting the history of the 45th President of the United States, Donald J. Trump (parody)
Frederik Christopher .. @NeckarValue
85K Followers 1K Following at the intersection of Money and a Meaningful life master money before it masters you
KEDM.com @KEDM_COM
10K Followers 378 Following We monitor actionable, event driven special sits. Find us at https://t.co/5pyfVsftj4
Alix Pasquet @alixpasquet
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Chad Anderson @ChadwigMN
79 Followers 580 Following Founder & CIO of @northlioncap. Finance & Market Junkie. Investor. Hedge Fund Manager. Family Man.
Regina Ingel @Regina_Ingel
167 Followers 197 Following
Breakout Point @BreakoutPoint
18K Followers 419 Following We uncover Big Shorts & track Meme Stocks. Impressum: https://t.co/dfZeLDCtvL Tweets are not investment advice.
FuzzyPanda 🇺🇦 @FuzzyPandaShort
25K Followers 181 Following Short-only. Exposing Stock Promotions, Frauds, BK's is what we do best. Nothing is investment advice. Assume we are talking our own book - do your own work!
Kerrisdale Capital (T.. @KerrisdaleCap
79K Followers 222 Following We tweet investment ideas. Please read our legal disclaimer at https://t.co/k1zDkqVQtF…
Ray Dalio @RayDalio
1.4M Followers 93 Following Official account of Ray Dalio, founder of Bridgewater Associates, author of #1 New York Times bestseller 'Principles,' professional mistake maker
Betty QoS @QOSforce
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caroline baniewicz @carolinebano
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H0W_THlNGS_W0RK @HowThingsWork_
2.1M Followers 8K Following The Official How Things Work page. Tech,AI,Art,Science & loads more. Also all the best news & viral content from around the globe.
Raging Capital Ventur.. @RagingVentures
57K Followers 942 Following Commentary on investing, politics, tech, and start-ups. Not Financial Advice. Sign-up for free quarterly newsletter: https://t.co/6G64m7pEi0
John Rotonti Jr @JRogrow
15K Followers 2K Following Family first. Analyst/investor. I enjoy good food, coffee, health/fitness, travel, nature, and space. Views are my own. Not investment advice.
Wolfpack Research �.. @WolfpackReports
39K Followers 288 Following Wolfpack Research is a short-biased activist research and due-diligence firm founded by Dan David. For personal/political views follow @Dan_David44
Car Dealership Guy @GuyDealership
456K Followers 531 Following Transparent insights into the car market. Featured in Apple News and NY Post. Host @CDG_Podcast | Jobs https://t.co/TvUrG7DI0Z | DM submissions
Brian McGough @HedgeyeRetail
27K Followers 492 Following Co-founder of Hedgeye with 30 years of experience covering retail. Was Executive Director at Morgan Stanley, ran the consumer franchise at Copper Arch Capital.
🫃🏼💉🇺🇦H.. @HollyBriden
90K Followers 4K Following We/Us ~ Influencer ~ Asymptomatic Long Covid ~ Teacher ~ Reluctant Caucasian ~ Satire ~ Vax Enthusiast ~ Scholar ~ 1/3 Italian ~ Polymonogamist ~ Saliva Ukraini
Matt Taibbi @mtaibbi
1.9M Followers 4K Following Author of INSANE CLOWN PRESIDENT, I CAN’T BREATHE, SPANKING THE DONKEY, and SMELLS LIKE DEAD ELEPHANTS
SpotGamma @spotgamma
107K Followers 192 Following We analyze the options market. Daily commentary: https://t.co/XTAUMUtGlI YouTube: https://t.co/s0HBvNufnw… Disclaimer: https://t.co/3dBKPL2sgx…
Count Draghula @countdraghula
19K Followers 501 Following Macro trading is dead, because markets aren't allowed to find fair value.
Sachin Ramje @SachinRamje
57K Followers 1K Following I help creators and startups drive revenue with • Hyper-visuals @hypervisualsHQ • Newsletter Design @letterboxhq • Canva-Only Design Subscription @CanvaJoyCo
David M. Rubenstein @DM_Rubenstein
38K Followers 47 Following Co-Founder and Co-Chairman of The Carlyle Group, philanthropist, interviewer, author and historian.
Dave @dave_stonks
3K Followers 834 Following Never had a tiktok or Instagram login (although I used to sublet to Instagram when we were in Twitter's old office) I hope Twitter doesn't go away.
WPWAM @WillauerProsky
8K Followers 2K Following Hedgefund guy in #shortseller & #activistshorts camps, with #corpgov / #ESG focus. Allocate capital to responsible users; deny use of capital to abusers.
Birds Aren't Real @birdsarentreal
108K Followers 142 Following They used to be. Until the U.S. Government replaced them with identical drone replicas designed to spy on the American public. Founded in 1976.
Jeff Bezos @JeffBezos
6.4M Followers 355 Following Amazon. Blue Origin. Washington Post. Bezos Earth Fund. Bezos Academy.
Compound248 💰 @compound248
58K Followers 659 Following "That thing that rich people do where they turn money into more money. Can you teach me how to do that, Jack?” - Tina Fey, 30 Rock Jack, “With my eyes closed.”
Turner Novak 🍌🧢 @TurnerNovak
167K Followers 3K Following investing in Pre-Seed + Seed rounds at @BananaCap_ podcasting @ThePeelPod writing @TheSplit_ (sign up below)
Bill Alpert @blalpert
2K Followers 361 Following Bill Alpert is a Senior Writer at Barron’s, where since 1984 he has published nerdy feature stories, columns and investigative projects of use to investors.
Eric Finnigan @EricFinnigan
10K Followers 397 Following Charts & data on demographics, housing, real estate, macro VP of Demographics Research @JBREC
Lina Khan @linakhanFTC
76K Followers 800 Following Chair, Federal Trade Commission. Retweets, Follows, & Likes ≠ Endorsements.
HousingWire @HousingWire
125K Followers 71 Following HousingWire provides unique data and research, respected business journalism and must-attend events for housing leaders.
nathan fielder @nathanfielder
548K Followers 238 FollowingNews: @DukeATHLETICS Live Event Experience Improving with Daktronics Centerhung Display System. Three-display centerhung system featuring 900 square feet to entertain Blue Devils fans in 2024. bit.ly/3QqBKal #DakCollege #GoDuke
My favorite 20 accounts to follow for small-cap idea generation: 1. @Mike10947310 - Criminally underfollowed small-cap ideas 2. @catechwilliams - Smart off-the-beaten-path long/short 3. @NCSI_SA - Off-the-beaten-path microcaps 4. @finphysnerd - Independent thinker, Australian…
You can find much of it here: michaelmauboussin.com/writing
@mjmauboussin Can you please put together an almanac of your most important writings? Would love to have it in my bookshelf for reading and rereading. Thanks
@catechwilliams That's indeed a worrying development for $CVGW. If the allegations are proven, the consequences could be severe. Investors need to stay alert and monitor the situation closely. Btw, @Alphanso_AI has currently given $CVGW a rating of 2.9/10
Many of our installations are the first of their kind, much like the Clippers' double-sided halo currently nearing completion in LA. Hear directly from our founders on our installation firsts and plans for future success in the industry. youtube.com/watch?v=hTQWjf…
It's Championship Day for the #FrozenFour at Xcel Energy Center! The stage is set for the puck to drop in a few short hours. Best of luck to @BC_MHockey and @DU_Hockey today! #DakCollege #DakPro #GoPios #ForBoston 🦅 #MFrozenFour #NCAAHockey
Finally found a tenant that’s worse than a dry cleaner for strip mall guy @realEstateTrent
News: Augustana University Upgrades Facilities with Daktronics Displays. Midco Arena, Kirkeby-Over Stadium ready for improved fan experience. bit.ly/4cNHep4 #DakCollege $DAKT @GoAugie
.@SeacretsUSA uses their Daktronics LED sign to drive business, promoting their live DJs, customer loyalty programs and open hours. We're proud to partner with Selby Sign Company Inc on this project. #DakDisplays #DigitalSignage
$TYL Munis solution in California as of 2017
$DAKT Interesting that Ballmer chose to work with @Daktronics "The smartphone has had a profound effect on how people interact—or don’t-at live events. The show on the floor struggles to compete with screens in hands" bloomberg.com/news/features/…
When you work with us, you can count on product quality, integrity and reliability. We test our components to ensure every athlete, score and sponsor will look amazing on day one – and for years to come. ow.ly/p8xi50QtjL3 #DakSchools
News: @TechAthletics Receives LED Displays, Scoreboard Upgrade from Daktronics. Jones AT&T Stadium features new end zone video displays, logo-shaped scoreboard and Dan Law Field at Ripp Griffin Park receives new outfield video display. bit.ly/3HRewp1 #DakCollege $DAKT
Lmaoooooo
“The Indian rupee is backed by nothing.” Me: are you sure?
@catechwilliams clear is likely a zero then, thanks for playing hah
We've had a busy and exciting 2023! Take a look at a summary of projects our teams have worked on over the past year in this Year In Review from live event venues to indoor AV to outdoor spectaculars and more! canva.com/design/DAF2suq… #DakPro #DakCollege #DigitalSignage
NEW SHORT: DocGo $DCGO Allegations of Insurance Fraud & Forgery uncovered Management has a shady past w/ connections to multiple fraudulent scheme DocGo is really a low-quality ambulance company masquerading as a tech company Full report: fuzzypandaresearch.com/docgo-employee…
Thank you, Sanjeev. And the sense of taking time to understand ideas in a book is precisely how I felt after reading Creating Shareholder Value by Professor Alfred Rappaport.
After reading the entire book I realised that I underlined almost every sentence. Can't thank you enough @mjmauboussin . Not being an mba, it took me 1 year to fully comprehend this book. I hope it's fine to not understand a book in one go.
As 2023 draws to a close, we wanted to share our Top 5 downloaded episodes of the Daktronics Experience Podcast from this past year. Enjoy! #DakPodcast
If you're headed to Times Square to celebrate the new year, check out our landing page to learn what you might see while you're there! daktronics.com/en-us/markets/… #DOOH #OOH #DigitalSignage
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