Deep Moat Society
@DeepMoatSociety
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Joined July 2009
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Current holdings:
$BOC Boston Omaha 🛜
$PSH.L Pershing Square Holdings👨🏼🦳
$EXO.AS Exor NV🏎️
$KFS Kingsway Financial Services 📊
$ASTS AST Spacemobile 🛰️
$HHH Howard Hughes 🏘️
$TOI.V Topicus 👾
$RKLB Rocket Labs🚀
$VINP Vinci Partners 💰
No buys or sells Q1 ‘24 (just adding to
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Boston Omaha $BOC
📣 Billboards
🛜 Fibre broadband
✈️ Plane infrastructure
💰 Insurance
🏢 Asset Management
Founder led, high margin sectors ~70%, natural moats, amazing capital allocators ($DFH was a x10) high insider ownership, every cent being reinvested, way under BV.
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We’ve known for years but the turning point is happening - When a perceived meme stock starts to appear like a more credible investment. $ASTS
AST SpaceMobile and Verizon Announce Plans to Target 100 Percent Geographical Coverage of the Continental United States from Space on Premium 850 MHz Cellular Spectrum
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Current holdings Q2 2024:
$BOC Boston Omaha 🛜
$PSH.L Pershing Square Holdings👨🏼🦳
$EXO.AS Exor NV🏎️
$KFS Kingsway Financial Services 📊
$VINP Vinci Partners 💰
$HHH Howard Hughes 🏘️
$TOI.V Topicus 👾
$RKLB Rocket Labs🚀
$ASTS AST Spacemobile 🛰️
Positions sized accordingly
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@chriswmayer
At least you’ll only have yourself to blame if it’s not a 100 bagger 😅 huge congrats!!
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Tony Parr Blackpool announcer..."and the scorer is...who frankly cares" hahaha
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Some take a cursory glance at $BOC and jump to uninformed conclusions, others know the business in great detail, they put the work in, watched the thesis play out over several years. Long $BOC
$BN $MKL $NNI $BRK $EXOR $BN $PSH
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$EXOR $STLA $ACHR
One of our strongest partnerships just got stronger. Today we announce that
@Stellantis
recently completed a series of open market purchases of ~8.3 million shares of
@ArcherAviation
stock, as we near our goal of bringing our Midnight aircraft to market in 2025. It was a pleasure
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$HHH trades at a significant discount,
@BillAckman
holds a large stake and
@HowardHughesCo
benefits from land price appreciation, more so as developments grow - then throw a nice CAGR of NOI on top 😎
P.s. Happy Birthday
@BillAckman
👋🏼
$JOE $PSH.L
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Adam can’t stop buying $BOC 🫡
Insider Transaction $BOC
Adam Peterson - 7,500 shares
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Chuck Akre, what a man! 😎
$MA $CSU $MCO $KKR $ROP $V $BN
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@EthanInvests
$RKLB is the closest fit. They are looking to be vertically integrated to send their own constellations to space 👀
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Let’s get this show on the road 😎 $BOC
$BN $MKL $KNSL $PSH $NNI
ANNUAL MEETING NEWS
Boston Omaha $BOC will hold a virtual annual meeting this year, date set for Weds May 1st, 2024 at 10am Central Time.
Further info will be released on the Boston Omaha official website.
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@ShawnKwon11
@ScorpionFund
The short report looked like it was written by a child with crayons
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$EXO.AS compounding like clockwork
$RACE $STLA $PHIA.AS $BN $BRK
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You & me both! long Adam Peterson long $BOC
Aware I am going to get bear mauled for saying this, but I have bought more $BOC for $13 and change today.
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Some of my watchlist wonders ✨
🇸🇪 $TEQ- Teqnion
🇲🇽 $ASR - Grupo Aeroportuario del Sureste
🇨🇦 $X.TO - TMX
🇮🇹 $BC.MI - Brunello Cucinelli
🇨🇦 $VHI.TO - Vitalhub
🇩🇪 $MBB.DE - MBB
🇺🇸 $SKYH - Skyharbour
🇬🇧 $FSG.L Foresight Group
What’s on yours? 👀
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@KevinLMak
Nice thoughts! I’m guessing we get $VOD prepayments next - give it a week or two $ASTS
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I always look for companies with high inside ownership and skin in the game.
@Peter_J_Beck
owns 10.4%
I could listen to him for hours, grit and determination got him here, it’s in the DNA of $RKLB - I’m in.
Why is $RKLB Electron rocket more difficult to build than Neutron?
The size of your 🚀 matters.
CEO
@Peter_J_Beck
explains:
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Exor’s foresight worked well. They picked up Philip’s at a steal, knowing they were playing the long game
Long $EXO.AS
Philips settles USD 1.1 billion Respironics litigation in the US (provision recognized of EUR 982 million).
It also made a deal with insurers to pay 540 million of it.
Is this the news Philips investors have been waiting for?
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Nice write up on $BOC 😎
$BN $CSU $PSH $KKR $DFH $SKYH $MKL
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$HHH long uncle
@BillAckman
$PSH $GOOGL $UMG $CMG $JOE
Pershing Square on Howard Hughes $HHH:
"HHH is in the early stages of its decades-long value creation opportunity, and we expect the company to become substantially more free-cash-flow generative in the coming years"
(Extract from their Q4 letter)
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Your weekend research should start here! Boston Omaha $BOC
@mitchjensen_
has done the hard work for you 🫡
$BRK $NNI $IAC $MKL $HHH
Collected all the interviews from $BOC Boston Omaha's Managers I could find. Add in others that I may have missed...
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Waiting for $QXO to start trading ‘CC $SSNT - when the price is right, I’ll be backing the Jockey! Mr Brad Jacob’s 🐐
$XPO $GXO $RXO $WM
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Mr Market will catch up one day… $BOC
$NNI $MKL $BRK $BN
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There is one thing to have a style or characteristics you look for in companies but that shouldn’t impair from
investing in stocks outside of someone’s usual realms if justified.
$ASTS and $RKLB both founder led, could have SaaS like margins and mono/oligopoly statuses -
@mk12856907
Both have incredible risk/reward profiles. I own them both, not my ‘usual picks’ but feel investors label themselves and pick stocks on a perceived style and what other investors would ‘respect’. Being a well informed contrarian will outperform and portfolios shouldn’t be so
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Another great
@chriswmayer
interview with the WSB guys. So much can be learnt from listening to Chris, I love his principles of investing. 🐐 you can find it here
$CSU $TEQ $TOI.V $LMN.V $EVO
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@DepaolaSal
@FirstNet
@AST_SpaceMobile
Well this is surely classed as a ramp up? $ASTS 🫡 “there were signs..”
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$BOC One general at the helm but he’s super talented and has the most skin in the game!
Initial thoughts, sad to see Alex leave. I was lucky enough to have a lengthy chat with him earlier this year and he is a very intelligent investor and business person.
I will share some thoughts going forward on $BOC on first gut reaction to announcement...
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$VINP 🤝 Compass looks to be a good fit. A baby latam $BN in the making? 👀
$KKR $BN $APO $ARES $BX
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$KFS annual letter, 55% insider ownership, tax advantage, total alignment internally, 20 yr out look and executing nicely
$SDI.L $TEQ $CSU $TOI.V $DHR $NNI
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A perceived meme stock is a meme… till it isn’t 😎wakey wakey Mr Market $ASTS
The space race may have ended in 1975, but it is just starting in the cellular world in the form of a new and promising technology. Join us at
#5x5Chicago
to discuss what this could mean for public safety and where FirstNet fits in:
#5x5Summit
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Long Adam & Alex - long $BOC
With todays full year earnings release by Boston Omaha, lets take a look at revenue growth was across the company in the video below. Enjoy!
$BOC
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@beavinvests
$BOC Boston Omaha 🛜
$PSH.L Pershing Square Holdings👨🏼🦳
$EXO.AS Exor NV🏎️
$KFS Kingsway Financial Services 📊
$VINP Vinci Partners 💰
$HHH Howard Hughes 🏘️
$TOI.V Topicus 👾
$RKLB Rocket Labs🚀
$ASTS AST Spacemobile 🛰️
Take your pick 😂
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Watchlist stocks 🔍 which names are on your list?
$ABL - Abacus 🧮
$NOVT - Novanta 🦾
$GBTG - Global Business Travel ✈️
$VLTO - Veralto 💦
$BKHT - Brockhaus Technologies 💻
$STCK - Stack Capital Group 💸
$LMB - Limbach 👷
$HTL - Hamilton Lane 🍼
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@oscar100_x
🤡 it’s depreciation and amortisation as its capital heavy upfront, capital light going forward. Cute you opened the 10k considering you’re not a holder.
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Great spot
@alexbossert
🤝 $SKYH
Long $BOC
I enjoyed this interview with my friend Tal Keinan at Sky Harbour $SKYH which is a wonderful business that Boston Omaha $BOC has an investment in.
A few highlights:
- They are only seeking airports where they can do double digit yield on cost.
- No
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LinkedIn serving the daily DD 🛰️
$ASTS 🤝 FCC
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@CapitalValor
@BillAckman
Stateside baby! 😎 excited to see the next phase of $PSH itll be
@BillAckman
legacy. Probably won’t be appreciated for another decade or so - but he will be named among the greats. Studied in classes. A GOAT.
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Too richly priced right now but one I’m tracking closely $SSNT > $QXO Team Brad Jacob’s - will be long at some point I’d imagine.
$XPO $GXO $RXO $WM
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We can’t be far off the Boston Omaha annual letter now! $BOC
Disclosure long! 45% of portfolio long.
$NNI $MKL $FFH.TO $BRK $EXO.AS
When someone says Boston Omaha is expensive at $15 and they are waiting for single digits
$BOC
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When Mr Market throws a tantrum but the business is just as high quality today as it was yesterday... we buy! $HHH
$PSH.L $JOE $PCYO $BN
Buying more 🇺🇸 land here.
Inflation a little high so housing going to zero? Total joke but best opportunities are when you want to puke and hide under your desk.
$JOE $HHH
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🧵1/5 Exor, led by the Agnelli family, is not just an investment giant but a strategic navigator through the complex world of global investments. With key holdings in Fiat Chrysler, Ferrari, and CNH Industrial, Exor’s portfolio is a testament to its diversified approach and
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The boys at $BOC know how to deploy capital 😎
Boston Omaha invested in Dream Finders Homes in 2017 I believe...and made an absolutely killing when it IPO'd.
They also backed one of the few successful & genuine SPACs Sky Harbour, which is shaping up to be very successful investment too.
$BOC $DFH $SKYH
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@NoGutsNoGlory57
@7investingSteve
@always_invest
@GaliciaInvestor
This is where $bomn kick it up another gear 🙌🏼. Nice overview with
@7investingSteve
on chit chat money recently too
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Family owned, history of strong capital allocation and playing in the luxury, tech and healthcare sectors - a core holding for me. Long $EXOR
$BN $BRK $MKL $PSH $KKR
In today's thread, I will walk through the third biggest stock I hold in my portfolio.
Exor N.V. ($EXO) is an Italian investment firm, family-controlled, with world-class capital allocation skills 🧵🇮🇹
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When you’re invested in a stock and realise you’re in good company
@GreenhavenRoad
🤝 $KFS Kingsway Financial - a baby $DHR in the making
$CLBT $KKR $BUR $PAR $HGTY $MKTW
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@ShaneCompound24
$BOC is going to be a monster once they stop reinventing every cent into their businesses.. it’s a snowball and they’ve yet to let it free roll.. 👊🏼
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@PickingMyOwn
@always_invest
@NoGutsNoGlory57
@real_capitalSH
@stock_titan
@GaliciaInvestor
@curiousinvest0r
I was refreshing their site waiting for this years letter and thought when will we get something! Refresh Elon-itter and bam 💥 $BOC 😍
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@PickingMyOwn
@TMFMathGuy
You think our gang will grow from the 5-6 of us? I include
@TMFMathGuy
and
@7investingSteve
in that 😏🤓
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