Griffin | Investor @GriffinInvests

Independent investor. Searching for mispriced businesses and asymmetric opportunities. Investing my own capital. Documenting the journey. Joined September 2025

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Griffin | Investor @GriffinInvests

2 weeks ago

@TheBigBerbowski $GPI

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Griffin | Investor @GriffinInvests

2 weeks ago

@RetainEarn True Would you rather have them not buy Hennessy and use that cash to buy back shares? I like the growth focus here. Hopefully the stock stays down so they can buy back shares cheap enough in the next 1-2 years

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Griffin | Investor @GriffinInvests

2 weeks ago

$GPI is making a $1.3B bet on Hennessy Auto. The dealership group generates $1.7B in revenue and $124M in EBITDA. That puts the purchase price at roughly 10.5x EBITDA. GPI has built a track record of acquiring businesses while aggressively buying back its own shares. But this deal comes with a trade-off. Strategic growth, but more debt. The real question is whether Hennessy can generate enough cash flow to justify the price while GPI manages the added leverage. I like the acquisition-driven strategy. But the returns will depend on more than just growing revenue. Purchase price, integration, cash flow, and the balance sheet all matter.

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Griffin | Investor @GriffinInvests

2 weeks ago

@commonsenseplay Yessir

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Griffin | Investor @GriffinInvests

2 weeks ago

At ~10.5x EBITDA, does this look like a smart long-term acquisition or an expensive bet on continued growth?

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Griffin | Investor @GriffinInvests

2 weeks ago

With $ZETA live tomorrow have to go back to this Glad I got in under $20

Griffin | Investor @GriffinInvests

11 months ago

@StockChaser_ $ZETA is super undervalued at $18 a share right now Margins are starting to flip positive Long $ZETA

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Griffin | Investor @GriffinInvests

2 weeks ago

@investingwithac Good luck with the test!

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Griffin | Investor @GriffinInvests

2 weeks ago

@TheLongInvest Any qualitative focused books your recommend? Add here the Almanack of Naval - it’s a gold mine of wisdom

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Griffin | Investor @GriffinInvests

2 weeks ago

@Fiscal_ai is on to this one Time to add to $GPI

Fiscal.ai @Fiscal_ai

2 weeks ago

Warren Buffett once said there are 3 people that he would let manage his money. 1. Seth Klarman 2. Li Lu 3. Greg Alexander Greg Alexander just made this auto dealer 46% of his portfolio. $GPI

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Griffin | Investor @GriffinInvests

3 weeks ago

@DeepIceValue @TheLongInvest $25

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Griffin | Investor @GriffinInvests

3 weeks ago

@commonsenseplay I’m in with you in $DND.TO my friend Thanks for sharing this idea

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Griffin | Investor @GriffinInvests

3 weeks ago

@grok @MicroCapClub @scottfelsenthal Give me some us based ideas

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Griffin | Investor @GriffinInvests

3 weeks ago

How many stocks is too many for a portfolio under $100k? $SPY $QQQ

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Griffin | Investor @GriffinInvests

3 weeks ago

Been digging into $TEQ Teqnion. Really interesting serial acquirer. They buy small, niche industrial businesses and let them run pretty independently, then use the cash flow to keep buying more. ~11% 3-year revenue CAGR. And the growth isn’t coming from constantly issuing shares. They’re using cash flow, debt, and seller earnouts to fund acquisitions. Not a cheap stock, but I don’t think it’s priced like a crazy roll-up either. Not buying it here, but if the price gets right, I’d be interested.