nr98
@acidinvestments
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Sold down majority of posn. This year mkts will be a choppy and capital preservation first before attack.
CFO leaving $CABP is a huge issue IMO.
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@MikeFritzell Normal movie slate has been terrible lately, I feel. Agreed on projector but Shaw seems to be treading fine too no?
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Stock analysis is one thing. But it’s only when you actually try to buy an SME do all the concepts of valuation, depreciation, balance sheet analysis make complete sense.
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🤣🤣
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@Billhuang1223 @andrewcoye Agreed. Find UK companies always pull this sh!t and it’s quite annoying and pointless. #edging
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Mkt clearly liked split. If im not wrong, initial pre mkt jump on rehashing of old split news before HON actually announced. Then sold off… then HON reaffirmed and provided guidance and sold off further on latter news.
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RT @Mike10947310: $PLCE very interesting on recent news. So basically Mithaq Cap wants to own this biz. It had about 2m short before a rece…
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@Twasluck1 Can’t be plain simple merger no? They’ve been in discussion for ages and know the anti trust risk
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RT @stoked_on_waves: @ACapitalLP I think that, if you don’t live in California, you could underestimate just how low on the totem pole util…
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RT @stoked_on_waves: @ACapitalLP What’s the right multiple for a 10% RoE in a good year but getting zeroed if there’s a big wildfire? Proba…
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$TGI just achieved a sale at a nice premium and a p good multiple. Why has $FWRD taken so long? Same activists and more at the table for latter.
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Back to regular programming. Plan to read at least 2 books a month. Drop any interesting industry books etc I can peruse. Starting on “Chip Wars” once it arrives next week
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RT @puppyeh1: The opportunity in Japanese small-cap securities remains insane. This Chuo Pack Industries $3952.T high-premium (274%) deal i…
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RT @rubicon59: $CAT Power Generation, the only growth segment - a good read through for $PSIX Q4 "Power Generation – Sales increased in l…
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Stratechery latest deepseek FAQ article is incredibly well written, balanced, concise and informative. Highly recommend for understanding implications of Deepseek.
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