FCF or Bust @CapTableKing
Style Agnostic | Capital Structure Agnostic | Never Long Frauds | 90% Indexed with 10% Fun Money | Mostly retweets, not investment advice Washington, DC Joined March 2021-
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Semi Regular Thread: What is your best short idea right now? Please provide ticker and reason why. #shortthread
2.9x earnings. Probably 2.7 forward.
2.9x earnings. Probably 2.7 forward. https://t.co/YNattzpgRx
For those interested in the currency markets, this is a good read: covers the Thai baht crisis 1997 and spill over effects…
A technique of removing water from diving goggles 📹 imsearena (Silvana Álvarez)
How to make a quick ring knot [📹 artaourcraft]
Despite the Fed’s eternal optimism on #inflation returning to their 2% target “super core” inflation is actually rising toward 5%. (kudos to @TruthGundlach for noticing)
Tokio Marine Holdings Inc TYO: 8766 Has done wonders for me. And it’s still much undervalued even at a 44% growth in the past four months alone. Insurance in Japan represents a great opportunity for value investors.
Incredible from @rSanti97 interview with @pahlkadot about government hiring processes and how absurd they can be. TBH, I wouldn't be shocked if many large corporations also have unintended perversities built into their initial screening of job candidates statecraft.pub/p/how-to-actua…
$THRY 🔥 SaaS revenue +24%. 🔥 30% Sub growth. 🔥 Added a $40m share buyback program. Seems like a turning point to fully get revalued as a SaaS company.
A compilation of cooking tips you may not know [📹 gobye68]
BREAKING: Tyson Foods dumped millions of pounds of toxic pollutants directly into American rivers and lakes over the last five years according to new report.
The first of many @NewConstructs ETF's is official. Grateful to @Bloomberg and @ftportfolios for partnering with us. #CoreEarnings produces novel alpha as proven by @charles_cy_wang @professorso @ethanrouen. Super excited to see our proprietary data create value for investors.
The first of many @NewConstructs ETF's is official. Grateful to @Bloomberg and @ftportfolios for partnering with us. #CoreEarnings produces novel alpha as proven by @charles_cy_wang @professorso @ethanrouen. Super excited to see our proprietary data create value for investors.
Just finished @dsquareddigest's THE UNACCOUNTABILITY MACHINE, a highly readable explanation of how the most important decisions in the world are very deliberately made by nobody. Come for the replacement of bank loans with swingers' parties, stay for the squirrel shredder.
I am considering creating a European Rising Dividend Stars list consisting of 10 dividend growth stocks. Which companies should definitely be included?
I frequently see investors conflating long-term investing with appetite for holding an investment for a long time. Those two are very different to me, especially in credit
Alright friends, help me understand this because this is an issue I run up against ALL the time. This is fraud. Full Stop. This would get picked up at audit, and with a stronger IRS referred over to IRS Criminal Investigations (you know those IRS Agents with guns). But help…
Alright friends, help me understand this because this is an issue I run up against ALL the time. This is fraud. Full Stop. This would get picked up at audit, and with a stronger IRS referred over to IRS Criminal Investigations (you know those IRS Agents with guns). But help…
“They still grinding you P? I remember those late nights. Knew right away banking wasn’t for me.” Thanks man. I really needed your commentary on my career
“They still grinding you P? I remember those late nights. Knew right away banking wasn’t for me.” Thanks man. I really needed your commentary on my career
I just realized I'm running a merger arb strat in my PA. I can't remember there being a collection of asymmetric merger arbs with 10% downside and 60-80% upside. $BAK $CPRI $PARA $KNOP not officially a merger story yet, but I have my suspicions.
Sichanthot @SichanthotjTjG
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I just found out that Japanese Flying Squirrels are a thing and I think I might melt
My cat when im 5 min late feeding him
You may need to adjust your coal portfolio after listening to the King of Coal analyst @mfwarder dive deep into key companies such as AMR, Warrior Met Coal, Peabody and Whitehaven. Here’s a preview. Reach out for full content $AMR $HCC $BTU $WHC.AX
I can't stop laughing at this
An interesting kitchen hack that only a chef could devise. [📹 dobrovolskyi_hchef]
“They still grinding you P? I remember those late nights. Knew right away banking wasn’t for me.” Thanks man. I really needed your commentary on my career
The effectiveness of straps in lifting considerable weights. [📹 jailerpromotion]