Thomas Claugus II @tclaugus2
Hedge Fund Analyst and Investor Since 1992. Will not Tweet shorts due to borrow rate risk. Will not tweet longs unless I own them. No guarantees on my wisdom. Atlanta, GA Joined June 2009-
Tweets1K
-
Followers2K
-
Following14
-
Likes15
Well folks what a labor day... We are seeing a BIG no confidence vote in the 3 Western countries that have the highest budget deficits (US, UK, and France). 30 year yields spiked in all 3. Europeans running to buy gold and silver yesterday as American markets were closed (Both…
I don’t need anyone’s money. I think the most important goal in life is to enjoy it as much as possible (obviously this is dependent on what you as an individual enjoy). My wife has been gone for 7 years. I have trained/helped other money managers that are currently successful…
I assume due to the significant lack of liquidity which has always been true… no one looked too closely at $HERDEZ Look you got $750mm for 25% of a JV with Herdez. They are considering spinning out their impulse business (all their retail locations). Which is a great business…
@shaqer23 Yes. Totally agree. I did not pitch this as a long term hold. If you are aggressive like me what you do is buy 5% in front of the tax loss sale timeframe. You expect it to trade down but it may not and it’s tough to discern how much of a discount you get. But basically if it…
Got back from the IDEAS conference in Chicago. Names I like from here long term are $CMT $LQDT $RSSS. I base this on what I consider to be very good management teams and reasonably good 3-5 year growth trajectories from here. I do a lot of micro cap so anyhow I would consider…
Lots of items to cover but 1st off $AMCR I don't think is any rocket stock but, you get a 6% div yield that is easily paid and a low valuation. Do think it could trade into the low $8s don't think below there but we never know. Took it up 50% here (Around 5%). Basically…
Well I have been a long time $HERDEZ share holder as it is pretty ridiculously undervalued. Todays action proves it. Sold a 25% stake in their McCormick JV back to McCormick for $750MM. The enterprise value of the company is $2BB... That is a small piece of the biz that got…
$KMX at the lower end of it's recent trading range. I am tempted as I do believe tariffs will most likely bump up used starting in the second half. As of right now used pricing is up in the 1% Y/Y range and has ceased going down. Problem is the web traffic showing $CVNA taking…
Well I am in buying more $BME.LN I think this should be the bottom. Financial position in terms of balance sheet is fine. SSS were disappointing but not negative... Reaction is very strong relative to what is occurring imo. Looks exciting from here! Volatility is your friend.…
I am taking my $BME.LN position up again. Going to 4%. Too cheap, would like to meet new CEO, but at least he bought some shares here. Less than .5 P/S is just too low for a dollar store retailer whether they are in the UK or not.
$GIS organic sales N America -7% today... WOW - now I know GLP and all that is a factor but the consumer is weak folks and there is also a trend forming against ultra processed foods. I have owned $GPK for quite a long time, and we have the nat gas cost input headwind, but this…
Reloading $BME.LN still don't think the UK dollar store should trade at .5 sales (p/S). Not much debt. New CEO, at least he bought half a million pounds worth. Can't make it big as I do not live in the UK, I only watch YouTube store tours and they all look fine to me... Good…
So in summary there is no rush to own $BLDR or $AMWD, think the max low for $BLDR is $85 in the next year... hoping $45 on $AMWD. I am looking to take $AMWD on incremental weakness because of the decline it is a small 1.8% for me. $BLDR I have shrunk to 4%... it is a better…
Housing continued: The negative chart making the rounds is the buyer seller imbalance... So far new homes have been sold by heavy discounting which most existing homeowners will not do unless forced. However I am clearly seeing here in Atlanta more sellers lowering the price of…
So the housing market is trending negative, in my opinion not as negative as people talk about but it is somewhat negative. There is demand imo, despite the naysayers and the homebuilder confidence index: New home sales through April(waiting for May) April Good: And Mortgage…
The headwinds against the consumer are worsening on the margin , and with a fairly weak employment report (last one), and future price increases from tariffs still coming, I expect further weakening in the 2nd half. May 5th the government started more aggressive student loan…
Our latest Podcast "What is the proper level of yields?"
Le Shrub🌳 @agnostoxxx
135K Followers 2K Following Founder and CIO of a $1 Trillion Hedge Fun. Account for entertainment purposes only. Explicit language
InnocenceCapital.AI (... @InnocenceCapit1
16K Followers 1K Following Because I am an innocent man. This is the end of the innocence. Not investment advice. Do your own work. Relentlessly pragmatic. You are all “Pedo Guys”.
Post M. @Post_Market
96K Followers 3K Following
Michael Kao @UrbanKaoboy
108K Followers 2K Following GS/J. Aron➡Canyon Partners➡Akanthos Capital➡Kao Family Office🏦Globetrotter✈ Headbanger🤘Star Wars Fan🌌 Mixologist🍸Diver🤿 | NO INVESTMENT ADVICE
Clark Square Capital @ClarkSquareCap
30K Followers 3K Following Global investor. I publish in-depth research on under-the-radar stocks and special situations. Subscribe at https://t.co/i702QwsNEd
Tess @themarnoo
11 Followers 110 Following
Waujal @Waujal430401
1 Followers 191 Following Focused on investing in U.S. stocks, happy to discuss stock market trends.
Ian Bezek @irbezek
19K Followers 2K Following Investor. Former hedge fund analyst - Kerrisdale. Ian's Insider Corner newsletter on SeekingAlpha and Substack.
American Gothic Capit... @gothic_capital
205 Followers 1K Following Iowa Corn and American Capitalism.
Beau Durham @BeauDurham
24 Followers 264 Following
Gggg @Gggg223868
28 Followers 369 Following
Abcdef123 @Abcdef148767162
9 Followers 70 Following
Emily Watsons @WatsonsEmily08
379 Followers 224 Following I really love golf, skiing, equestrianism! I like watching football games, baseball games, swimming, diving, RV travel, hiking, cooking, camping, fishing.
b @brianoconaill
88 Followers 961 Following
Sarah Mitchell @SarahMitchellTV
2K Followers 3K Following
AsianArb @asianarbalot
221 Followers 910 Following Former colonizer and global arb and special sits enthusiast
l’occhio @locchio13
245 Followers 789 Following TRADER SIC/BMV #politics #economics #s&p #NYSE 30YR+ following markets. El poder es como un violín, se toma con la izquierda y se toca con la derecha"
Oofrexa @Oofrexa7685
12 Followers 1K Following
Tas @tas130730
293 Followers 555 Following Conviction, Concentration & Leverage! Convicção, Concentração & Alavancagem!
bhargav#~ @bhargav_17889
40 Followers 524 Following
HT @h_th14
75 Followers 729 Following
Adam Bates @Ajbates05
166 Followers 769 Following Investor, Golfer, Dallas sports fan, P1. Views are my own, not investment advice
HobbyTraders @hobbytrader23
85 Followers 354 Following
SYCapital @sy_capital
65 Followers 197 Following It's not me... Obviously. I am not as handsome as Ryan Gosling. // Former Risk & Reputation Manager | Now Deputy MLCO
Eva Monroe @evamonroe0101
56 Followers 365 Following Dancing through life with a cup of coffee in hand and a mind full of ideas✨
S Chang @ProfChangeroo
2 Followers 54 Following
Paowo @Paowo5493213
37 Followers 2K Following
Wisdom Trader (Sylvai... @lan32603
1K Followers 7K Following “Youngest Head Trader in Country (Bond trader) ex- CIO | Sharing Insights Watch Rick Santelli on CNBC for bonds
Oubuicar @Oubuicar3200
17 Followers 1K Following
Maye @Maye2554
7 Followers 1K Following Bestselling International Author of A women Makes A Plan Doctor of Different & Supermodel thanks y'all for your support ❤️🚀
Polina Razumova @hfhfgjgjgi93380
212 Followers 581 Following Pathfinders in the Bitcoin Jungle 🌿 Golf, tennis, reading, meditation, working out, hiking, I enjoy every day
K @K629633696
50 Followers 795 Following
Hedgie @HedgiePM
77 Followers 161 Following Long-only equities | Investment journal | Most of my liquid net-worth in my PA (ETFs only)
EuropeanQualityStocks @skiingswimming1
594 Followers 745 Following Work in Fînánçë. Big believer in Quality compounders although my PA investing is a little chaotic and small caps focused.
Paucat @Paucat0840
98 Followers 3K Following
james kiernan @jameski07874400
47 Followers 246 Following
Banneton Capital @BannetonCap
7 Followers 68 Following Investment manager focused on small and micro caps. Nothing said here is investment advice or a recommendation.
Steven Shears @SDotGary
57 Followers 902 Following
Naven Johal @nazzy9912
6 Followers 867 Following
Intrinsic Value @ValueIntrinsic
219 Followers 610 Following Value Investing, Finance, Economics, Math & Science
Belle Belousova @BelleBelousova
2K Followers 1K Following Walking powerfully, loving deeply, leading fearlessly. 🇺🇸 🚫Bitcoin
Ascendtech @Ascendtech
553 Followers 3K Following Distributor of excess, surplus and liquidation IT systems & components. Source for Apple, Samsung, HP, Dell, Lenovo, Acer, Asus, Sony and other major brands.
LT @LT710920
82 Followers 373 Following
Bandit Capital Manage... @nbanditx
84 Followers 572 Following Markets explorer, 99% fundamental equities 1% crypto memes (or vice versa)
Jim Bianco @biancoresearch
491K Followers 1K Following Macro investment research at https://t.co/hQqAza8GGP Our total return index is at https://t.co/vta9eqevnU The ETF WTBN tracks our Index. biancoresearch.eth
Ray Dalio @RayDalio
1.7M Followers 91 Following Official account of Ray Dalio, founder of Bridgewater Associates, author of #1 New York Times bestseller 'Principles,' professional mistake maker
LuckyNuke @Abundant_Power
216 Followers 1K Following Abundant power is the lifeblood of society. Interested in energy, freedom & prosperity for all. German expat in Singapore.
Donald J. Trump @realDonaldTrump
108.8M Followers 53 Following 45th & 47th President of the United States of America🇺🇸
Jay Siegel @JSiegel88
3K Followers 985 Following Fighting midwit tendencies daily On here for stories -- Corp DNA, the Deciders + their decision quality. Don't care what you think of Powell or Yellen .
Cluseau Investments @blondesnmoney
46K Followers 1K Following Not Financial Advice Insert extremely corny quote here
Daniel IC. PRIVATE CA... @DanielAlGu1
717 Followers 267 Following KISS Philosophy, KEEP IT SIMPLE STUPID. Management+Price+Future economics of the business
Craig Fuller 🛩🚛... @FreightAlley
89K Followers 6K Following Freight affiliated media. Founder - FreightWaves: Freight market intelligence SONAR: High-frequency freight data Firecrown: enthusiast media esp. transport
Kerrisdale Capital @KerrisdaleCap
83K Followers 211 Following We tweet investment ideas. Please read our legal disclaimer at https://t.co/QPFWQo6HS4
Park City Capital @ParkCityCap
701 Followers 377 Following Value-oriented investment management firm. Please read our legal disclaimer on our website.
halberry @halberry
45 Followers 269 Following
Jean Claugus @jclaugus
16 Followers 75 FollowingTrends for United States
You might like
