Joe @CFDjoeStocks

Tweets are opinion only Joined December 2014

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785
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C.J. @CJ0pp3l

a day ago

Mark's great gift to the organization is that he empowered every team. Under his leadership agency was pushed to the edges. Mark led by example, not to prepare a successor, but to prepare a thousand. $CSU

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Joe @CFDjoeStocks

23 hours ago

$CSU

Pythia Cap: Vertical Market Sycophant @PythiaR

a day ago

$CSU

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Matt Couch @RealMattCouch

a week ago

Speaks volumes doesn’t it

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Frank @justfactstruth

3 weeks ago

$FTAI on top of all the positives below the CEO said the following in relation to PMA parts... CEO Joe Adams at Jeffries - "So the way I would describe the the total savings (per shop visit) with all five parts is $2.2-2.4mm. And the first two parts and the next part that’s…

Frank @justfactstruth

3 weeks ago

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Frank @justfactstruth

4 weeks ago

$FTAI Few have asked for BTIG report and $230 Px target

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Leroy Groffier @LeroyGroffier

a month ago

FTAI: 7 months back, folks were shorting at the lows. +90% later, ratings are all "buy" and co is expected to grow rev & EBITDA 50%+ this year. Co fcasts $750mn FCF this yr, growth being driven by product sales, i.e., strategy is working. BTIG raises TP to $230.

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Frank @justfactstruth

a month ago

$FTAI - Morgan Stanley report 8/20/25 FTAI continues to gain market share as it expands its Aerospace Products business. Its new asset-light business model through the Leasing/2025 Partnership dynamic is game changing to the capital structure and earnings potential Key takeaways…

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Yaniv Uliel @YanivUliel

a month ago

$FTAI Morgan Stanley ups the target price. One of the reasonably priced MRO plays out there.

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Frank @justfactstruth

a month ago

$FTAI - In the Morgan Stanley report the analyst increased 2026 and 2027 EBITDA and EPS estimates materially -We arrive at a price target of $175 based upon 2026E EBITDA of ~$1.6bn -We arrive at a bull case valuation of $245 based upon 2026E EBITDA of $1.97bn EPS of $9.54 in…

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Roland Schoeman @Rolandschoeman

a month ago

Hey @grok Matthew Parks insists he has read every South African Act in detail and that none disadvantage white people. I want you to fact-check this by identifying and quoting the specific provisions in current South African statutes and regulations that create race-based…

Matthew Parks @matthewparkscpt

a month ago

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DC_Draino @DC_Draino

2 months ago

One of these women founded Planned Parenthood, believed minorities had inferior genetics, and is directly responsible for the abortions of million of black and hispanic babies The other wore a pair of jeans on tv Guess which one Democrat women call racist

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Frank @justfactstruth

2 months ago

$FTAI - Investor call going well -CEO just stated Rome will do 200 Modules in 2026 which is double the 100 he will do in 2025. -Upside w/ Major US Airlines- "We currently do engine swaps on assets FTAI owns and leases to them and should do many more engine swaps on assets they…

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Lumine Group @Lumine_Group

2 months ago

Press Release: Lumine Group Inc. Announces Results for the Three and Six Months Ended June 30, 2025 Read more: luminegroup.com/statutory-fili…

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Frank @justfactstruth

2 months ago

$FTAI - Morning Notes Deutsche Bank -Given the strong performance, FTAI also signaled that returning capital to shareholders will be part of its financial plan in the near term. In short, FTAI is firing on all cylinders, continuing to execute on its MRE (maintenance, repair, and…

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Frank @justfactstruth

2 months ago

$FTAI. Nice note from Josh

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Snow Leopard @SpottySnowLeo

2 months ago

3-month view on Rhodium Whilst Rhodium is only 5-10% of production, its revenue contribution is multiples of that, due to the Rhodium price being 4-5x higher than that of #Platinum $VALJ.J $IMPUY $SBSW $NPHJ.J

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Frank @justfactstruth

2 months ago

$FTAI Citibank investor meeting / dinner July 9th A Post Card From New York Opening 90-Day Positive Catalyst Watch Fortress Aviation (FTAI) expressed optimism about the global engine module growth, their development of their aircraft leasing partnership and for growing…

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Fiscal.ai (formerly FinChat) @fiscal_ai

4 months ago

2. Murphy USA $MUSA Shares Outstanding: -54% EPS CAGR: 18%

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Undiscovered Value & Growth Stocks 🔭 @yetundiscovered

9 months ago

US aerospace and aviation services company, values at $13B, trading at 30x forward P/E, 16x EV/EBITDA, growing revenue and EPS by 30% and 50%, 34% ROE. FTAI Aviation $FTAI

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Canadian Dividend Investing @CDInewsletter

a year ago

This week on the CDI newsletter -- my analysis of Murphy USA, a convenience store story with multiple growth avenues, an almost cheap valuation, and a robust share repurchase program. Very, very interesting. $MUSA canadiandividendinvesting.beehiiv.com/p/murphy-usa-s…