Robbie Stocks @source_result

A man's search for multi-baggers. Sharing thoughts on stocks. 💰 Joined March 2024

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Robbie Stocks @source_result

a day ago

$VAL $BORR $TDW $NE $RIG $SDRL

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Robbie Stocks @source_result

2 days ago

Trying something new: Recent Musings, no. 1 open.substack.com/pub/sourceresu…

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🏴‍☠️ @calvinfroedge

5 days ago

Great meme

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Robbie Stocks @source_result

6 days ago

De facto inflation is maybe 5-6%, much higher than stated 2%, cash in high yield savings accounts is in decay. Buy equities, S&P is overheated, go long great businesses at fair prices

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Reading 7th edition of Security Analysis, Todd Combs & Klarman in their forwards both fixate on the need to start analysis with the balance sheet and think in terms of unit economics - how a dollar flows through the business, CF -> Balance Sheet -> Income Statement... Does anyone…

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🏴‍☠️ @calvinfroedge

a week ago

FINAL comment on $hgraf for now From a financial standpoint, the company appears to be on the ropes (12 months of cash after highly dilutive financing). The fact that the company has spent under $1M on R&D since becoming a public entity while spending ~$15M (most of it on…

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Robbie Stocks @source_result

2 weeks ago

Is China Toxic? "...we simply disagree that all Chinese Businesses are uninvestable. Chinese entrepreneurs are diligent, intelligent, while Chinese people work much longer hours and have a desire for wealth that does not find peers on a global basis." Jingshu Zhang of Guinea…

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Robbie Stocks @source_result

2 weeks ago

Just seeing Erica sold $1.5M worth of her shares in on 26th, Jun 2025. $TRBR $SBBC $TRBR.V Has anyone covered this?

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Robbie Stocks @source_result

2 weeks ago

youtube.com/watch?v=RR_RPo… Hidden play, mostly financial engineering, no ones looking.

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Robbie Stocks @source_result

4 weeks ago

Can anyone explain to me the massive dip from Dec '24 in $TDW despite the consistent growing FCF? What happened?

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Robbie Stocks @source_result

3 months ago

$SKYH working towards 34% ROE (levered yield on equity). PAB bonds offer fixed 4.18% cost of capital. Lets break it down per dollar unit economics. Construction Cost per sqft: $1.00 Unlevered NOI: $0.133 (13.3%) Construction Funded with 30% Equity, and 70% Debt at 4.18%…

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Robbie Stocks @source_result

3 months ago

MI5 for @ShaanVP, raise $29M for a hostile takeover of dodo $birds, eliminate pointless $40M marketing spend, cut half the SGA, partner with a nationwide discount shoe retailers, simply do nothing but make and sell shoes = turn a profit for first time ever in the company's…