Laughing Water Capital @LaughingH20Cap
Laughing Water Capital is a value focused private investment partnership focused primarily on public equities. No advice or reccos from this account. laughingwatercapital.com/letters Joined January 2018-
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$HGV "new buyer traffic in Japan is still down about 25% because we source a lot of tours from the international airports in Japan" Q4'23 Call
Might there have been any global pandemics in the last few years that caused companies to get super lean and efficient, thus reducing the need for consultants? Asking for a friend.
Might there have been any global pandemics in the last few years that caused companies to get super lean and efficient, thus reducing the need for consultants? Asking for a friend.
Seems likely this is just a conspiracy theory.... nevertheless, $NN fixes this.
Seems likely this is just a conspiracy theory.... nevertheless, $NN fixes this.
$NN I filed a 13-D on NextNav today after the closing. I think the company owns spectrum that could end up being worth more than the current stock price. The upcoming earnings call will hopefully provide on update on their submission to the FCC to dual use their spectrum.
Please report @LaughingH2O_Cap Seems to be an imposter. No underscore in the real twitter for Laughing Water Capital. Ty
$LFCR. Again, not apples to apples, but its also not truffles to mushrooms. This implies significant upside for $LFCR.
$LFCR. Again, not apples to apples, but its also not truffles to mushrooms. This implies significant upside for $LFCR.
"leading QSR" = $MCD $TACT
2 companies, both travel related, & both considered cyclical. Both expecting upticks in FCF through FY25. Which deserves a higher "normal" multiple? And what multiple of FCF should they trade at? Co 1 increased DSOs for M&A, & is now buying back. Co 2 increased DSOs to survive.
I seem to remember a good deck that someone put together on share cannibals. Does that ring any bells for anyone? If yes can you share? possibly by @mjmauboussin ?
Fin twit: I’m trying to get smart on radio/wireless spectrum. Specifically low band, but mid and high band as well. Please suggest primers, podcasts, follows, write ups etc. thanks in advance!
Brandon Beylo @marketplunger1
73K Followers 2K Following Writer | Investor | Listener || ~ There are no great businesses, only great bets. Nothing you read here is investment advice. Read 👉 https://t.co/rVOdJUnxQI
Jeremy Raper @puppyeh1
42K Followers 1K Following Nothing I say/tweet/emoji is investment advice, and is solely for entertainment only. Always DYODD, I am not your fiduciary!
Idea Hive @ideahive
42K Followers 423 Following Sharing new actionable investment ideas. Focused on micro-caps & overlooked stocks.
Dave Waters @alluvialcapital
26K Followers 2K Following Purveyor of fine tweets/xeets. Alluvial Capital Management, LLC since 2014. I buy weird, weird stuff. DMs open. Pittsburgh! https://t.co/2ryxQtceTv
Pythia Capital, Baron.. @PythiaR
54K Followers 688 Following Multibillionaire space pirate. CIO of Vader Capital LP. Activist engagements include Jeddha and Alderaan.
Bill Brewster @BillBrewsterTBB
48K Followers 2K Following “I know this game got valleys and peaks; Expectations for dips; For precipitation we stack chips, hardly.” Be curious, not judgmental. NOT INVESTMENT ADVICE.
Andrew Kuhn @FocusedCompound
43K Followers 1K Following Focused Compounding / Podcast 🎙/ We spend 99% of our time focused on the 1% of stocks every other fund ignores - All with $GEOFF Gannon. Not advice. DYODD.
Alex Morris (TSOH Inv.. @TSOH_Investing
55K Followers 4K Following Founder of the TSOH Investment Research Service Long-term equity research and 100% portfolio transparency https://t.co/AVAjy2LgI1
Yaron Naymark @1MainCapital
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Michael Fritzell (Asi.. @MikeFritzell
22K Followers 2K Following Your eyes and ears in Asia. Author of Asian Century Stocks (https://t.co/SECHidnjZ4).
Mostly Borrowed Ideas @borrowed_ideas
132K Followers 2K Following Equity Analyst. I publish one in-depth research on a public company every month. Subscribe: https://t.co/bBHyta1Omy
Brad Kaellner @bkaellner
26K Followers 949 Following Compounding on the shoulders of giants 📈 Trying to be a little less stupid today than I was yesterday 📚🤯
InnocenceCapital.AI (.. @InnocenceCapit1
13K Followers 1K Following Because I am an innocent man. This is the end of the innocence. Not investment advice. Do your own work. Relentlessly pragmatic. You are all “Pedo Guys”.
Bill @wabuffo
24K Followers 2K Following 1) If you have no edge, correct position size is 'don't buy”. 2) Position sizing is determined by downside. 3) All great investing records employed leverage.
🥦 Jake Taylor 🎉 @farnamjake1
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Deep Sail Capital @DeepSailCapital
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Trevor Scott . AI @TidefallCapital
33K Followers 1K Following No Management Fee. No Closet Indexing. Just Investing. Tweets are not investment advice.
Michael Mitchell @IgnoreNarrative
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Tristan @hurdle_rate
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Dalius - Special Situ.. @InvestSpecial
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Jarod Facundo @dorajfacundo
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Priyesh Shah @priyeshashah
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Robert Tazelaar @Taz1983
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hdk thkr @FlaneurHdk
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NotSoRandom @NotSoRandomQ
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Brandon Beylo @marketplunger1
73K Followers 2K Following Writer | Investor | Listener || ~ There are no great businesses, only great bets. Nothing you read here is investment advice. Read 👉 https://t.co/rVOdJUnxQI
Jeremy Raper @puppyeh1
42K Followers 1K Following Nothing I say/tweet/emoji is investment advice, and is solely for entertainment only. Always DYODD, I am not your fiduciary!
Idea Hive @ideahive
42K Followers 423 Following Sharing new actionable investment ideas. Focused on micro-caps & overlooked stocks.
Dave Waters @alluvialcapital
26K Followers 2K Following Purveyor of fine tweets/xeets. Alluvial Capital Management, LLC since 2014. I buy weird, weird stuff. DMs open. Pittsburgh! https://t.co/2ryxQtceTv
Jerry Capital @JerryCap
41K Followers 564 Following Not selling anything. Not investment advice. My personal but public journal. Arguing with you to spare my family. DMs open. DM a mutual friend to unblock.
Bill Brewster @BillBrewsterTBB
48K Followers 2K Following “I know this game got valleys and peaks; Expectations for dips; For precipitation we stack chips, hardly.” Be curious, not judgmental. NOT INVESTMENT ADVICE.
Andrew Kuhn @FocusedCompound
43K Followers 1K Following Focused Compounding / Podcast 🎙/ We spend 99% of our time focused on the 1% of stocks every other fund ignores - All with $GEOFF Gannon. Not advice. DYODD.
Alex Morris (TSOH Inv.. @TSOH_Investing
55K Followers 4K Following Founder of the TSOH Investment Research Service Long-term equity research and 100% portfolio transparency https://t.co/AVAjy2LgI1
Yaron Naymark @1MainCapital
28K Followers 755 Following Tweets are informational only, never investment advice.
Mike @NonGaap
32K Followers 2K Following Mostly tweet about investing, governance, strategy, board dynamics, & random equity research topics. DM open..
Mostly Borrowed Ideas @borrowed_ideas
132K Followers 2K Following Equity Analyst. I publish one in-depth research on a public company every month. Subscribe: https://t.co/bBHyta1Omy
InnocenceCapital.AI (.. @InnocenceCapit1
13K Followers 1K Following Because I am an innocent man. This is the end of the innocence. Not investment advice. Do your own work. Relentlessly pragmatic. You are all “Pedo Guys”.
Bill @wabuffo
24K Followers 2K Following 1) If you have no edge, correct position size is 'don't buy”. 2) Position sizing is determined by downside. 3) All great investing records employed leverage.
Chris Mayer @chriswmayer
53K Followers 269 Following Portfolio manager and co-founder, Woodlock House Family Capital. Author of: 100-Baggers, et al. Disclosure: https://t.co/aqMvGMUdGT
🥦 Jake Taylor 🎉 @farnamjake1
14K Followers 483 Following Value: After Hours. Founder @Journalytic. Author of The Rebel Allocator. Nature, adventure, books, family. Never investment advice.
Deep Sail Capital @DeepSailCapital
50K Followers 1K Following Quality, Growth, and Microcap Investor. Long/Short GARP Investment Fund, email: [email protected]
Ricky Sandler @rsandler21969
26K Followers 420 Following CEO / CIO of Eminence Capital. Stock and market thoughts likely reflect our book. #Badgers #Mets
Trevor Scott . AI @TidefallCapital
33K Followers 1K Following No Management Fee. No Closet Indexing. Just Investing. Tweets are not investment advice.
Michael Mitchell @IgnoreNarrative
32K Followers 2K Following 3rd gen Oklahoman. Board member $FGF / $GFP.TO. Co-founder @childrensnoco w/ my amazing wife. All views are mine. Always do your own work.
Tristan @hurdle_rate
8K Followers 829 Following Portfolio Manager & Tax Agent - Not investment advice
Biotech Hangout @BiotechCH
12K Followers 451 Following Weekly discussion of biotech news w/ @daphnezohar @bradloncar @timopler @LifeSciVC, @cngarabedian, top analysts & a community of biotech insiders
New York Islanders @NYIslanders
604K Followers 3K Following The official account of the New York Islanders hockey club. #Isles
Matt Carlin @carlinmcFL
1K Followers 2K Following Deep thinker, day trader, knowledge seeker, and Socratic method enthusiast. Stimulating critical thought through conversation. Own $AMC, $APE, $GME, $NN etc.
techfan20 @biotechfan20
290 Followers 28 Following Growth stock investor utilizing Graham Dodd value principles, active research & data analytics to identify undervalued and emerging companies.
ZIRP @zirp95
93 Followers 329 Following Deep Learning. Quantum Chemistry. Drug Discovery. Distressed Investing.
Nitin Sacheti @Nsacheti
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Chris Hoffmann @STLChrisH
18K Followers 481 Following Home Service CEO committed to purpose-driven, private ownership // Investor @ Deutschmann Lane Holdings // Member @ ypo @ tugboat // Marine Corps Veteran
Yeet Capital @Yeet_Capital
3K Followers 51 Following burnt out PE guy slinging memes at high velocity
Limbach @limbachinc
498 Followers 172 Following A building systems solutions firm specializing in mission-critical MEP infrastructure
McFranchisee @McFranchisee
9K Followers 113 Following Proud McDonald’s franchisee 🍔🍟. I share my aches, pains & successes as an owner operator. I’m all about the Double C: Customers + Cash Flow Formerly McD_Truth
kab60 @kab604
1K Followers 1K Following I like stocks that go up. Change my mind quickly. Try not to do dumb shit.
Daikoku Capital @DaikokuCap
2K Followers 320 Following Searching for deeply undervalued securities across the globe.
Nelson Obus @nelsonobus
202 Followers 140 Following Nelson Obus of Wynnefield Capital, Inc. is an American businessman, hedge fund manager and out-spoken critic of the SEC.
Cal Leveen @CalgaryLeveen
778 Followers 992 Following Mostly sits around. Occasionally dives in after small things. Boy dad x2.
Richard Leahy @chardseycakes
353 Followers 148 Following 15+ years in global macro/currencies. Opportunistically involved in US-listed asymmetric/event-driven tech/spectrum or energy plays. Not investment advice.
Financial Skeptic @FinSkeptic
1K Followers 598 Following Full-time microcap investor. Tweets are not investment advice! I can change my mind at any time!
Jean Philippe Tissot .. @jptissot1
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9K Followers 6K Following Small business runs better on Thryv. Do-it-all business management software, with free, 24/7 support. It's all about #howyouthryv.
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Stock Analysis Compil.. @StockCompil
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393K Followers 3 Following Fascinated by finance & markets and like writing about them, but teaching is my passion.
Derek Quick @derekquick1
20K Followers 17 Following Stock Trader | Investor | Filmmaker | Disabled🎖@USCG Veteran | Stock Content Coverage ➡ https://t.co/tWvYpTj3y9 -Not Investment advice
John Rotonti Jr @JRogrow
15K Followers 2K Following Family first. Analyst/investor. I enjoy good food, coffee, health/fitness, travel, nature, and space. Views are my own. Not investment advice.
Ryan Telford @RTelford_invest
3K Followers 251 Following Quant microcap stock investor, 4yr CAGR 37%, @SeekingAlpha contributor, engineer, hubby, dad. Founder of the "GUTS" investing methodology. No investment advice.
Continuous Compoundin.. @compoundersEX
393 Followers 408 Following Sharing unique value stock pitches. Occasional special situations. Not investment advice. DYODD. Entertainment Purposes Only.
East Asia Stocks @EastAsiaStocks
6K Followers 304 Following My goal is to help you discover and understand the most interesting stocks in Japan, China, and Korea. Link below.
Mokapu Capital @mokapucap
512 Followers 427 Following An individual investor looking to build a diversified retirement portfolio and share ideas about the market.
Ali Ragih, CFA @aliragih
113 Followers 465 Following Research @ Verity; Equity deep dives @ Capital Incentives; Opinions are my own
Gehlen Bräutigam Cap.. @gbcvalue
928 Followers 198 Following Disclaimer: Gehlen Bräutigam Capital GmbH acts as a contractually bound intermediary (Section 3 (2) WpIG) of BN & Partners Capital AG.
Carlos M @Carlos_MoraM
9K Followers 397 Following Portfolio Management & Analysis of companies | Imperial College MBA | Small Caps | Macro https://t.co/YPrtos0Cp0
Mike Dano @mikeddano
12K Followers 957 Following Editorial Director, 5G & Mobile Strategies for @Light_Reading from @InformaPLC mike dot dano at lightreading dot com
Eric Balchunas @EricBalchunas
266K Followers 3K Following Senior ETF Analyst for @Bloomberg. Dad. Rutgers grad. Gen X-er. Author of "The Institutional ETF Toolbox" & "The Bogle Effect.” Co-host of Trillions & ETF IQ.
Pommesbuden Invest @dxd2r2msj4
405 Followers 369 Following Sitting on dead money most of the time. Focus on turnarounds, unloved/hated companies in the microap universe. Turning lots of rocks.
Adam Thiesen @adam_thiesen
2K Followers 1K Following MD/PhD Student. “The Science of Positive Thinking” 🧠. Immunology, Machine Learning, Computer Vision, Coding. Occasionally Providence Basketball tweets
Warwick Simons @WarwickSimons
2K Followers 933 Following Managing $650mn of public equities for institutions & HNWs. Track record +5% p.a. above global equity markets. INSEAD, Bain, Goldman alum. Tweets aren't advice.
Lauren Balik @laurenbalik
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The Bulls Bay @bullsbayretail
476 Followers 244 Following Portfolio Manager. Former sell-side consumer/retail analyst. Tweets are not investment advice. Tweets are for informational purposes only.
Reign Maker @Reign_Maker
9K Followers 638 Following Button pusher, mouse clicker, screen watcher, race horse lover, and part time #degenerate. Ray Donavan calls me for help. 🐉
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3K Followers 1K Following “A man must know himself thoroughly if he is going to make a good job out of trading in the speculative markets." DM for follow
don't short my longs @thenextleft1
115 Followers 64 Following I run a L/S book. There is no value or growth investing. There are just undervalued and overvalued assets. Stock comp (tax effected) is definitely an expense.
Sebastian @SebKrog
6K Followers 347 Following I share everything I learn and discover in the world of Microcaps. Check out my Newsletter below for in depth write-ups of overlooked Companies ⬇️
Deep Value Situations @DV_Situations
12K Followers 136 Following The name says it all. Not investment advice.
More notes on big tech earnings quality, GAAP and FCF. Asset growth at these companies has been so extreme & so recent (PP&E up 3x in 5 yrs) that I'm not sure it's fully appreciated. Great businesses, but $200b of annual capex is likely a headwind to ROICs:
One counterpoint to this idea that intangible investments are causing GAAP earnings to be understated at companies like $MSFT... Their capex is far greater than their D&A currently (e.g. MSFT D&A is ~15b but they will spend 50b+ on capex this year). So perhaps the R&D spend…
STILL watching/waiting on small vs. large-caps. The one thing I can’t say is “when” the turn (in favor of smalls) will happen. The one thing I CAN say is that someday it WILL happen. Jay’s Trading Maxim #52: Patience is a virtue – and also a pain in the rear. h/t: @Callum_Thomas
One counterpoint to this idea that intangible investments are causing GAAP earnings to be understated at companies like $MSFT... Their capex is far greater than their D&A currently (e.g. MSFT D&A is ~15b but they will spend 50b+ on capex this year). So perhaps the R&D spend…
4/ The sizeable impact of intangibles at Microsoft: "Based on figures from June 30, 2023, the end of the company’s fiscal year, the trailing P/E went from 34.9 as reported to 30.5 as adjusted, and EV/EBITDA went from 24.2 to 16.9. These are material differences".
This isn’t funny anymore. What are the dems doing? What are we doing as a country with these two buffoons? youtu.be/6YL1MWUi5Io
Debt jubilee for student loans. Ramp the capital gains tax. Tax and spend ain’t just for the textbooks. #Socialism4Biden2024
@1MainCapital I was telling @LaughingH20Cap at a dinner to buy puts in $PII and continue to roll them I did alright, they expired worthless 2-3 times, and the last time was a multi-bagger. Big ticket, discretionary, rate sensitive
Anyone remember when white supremacists marched in Charlottesville and the media freaked out about how Trump wouldn’t denounce? This is happening daily now across the US. This is incitement. Where is our government?
Philly - shocking speech tonight praising the 10/7 massacre in Israel “If anything we have learned about October 7th … When you’re organized … When you’re disciplined … When you’re focused … You can surprise your worst enemy. Zionist Israel is shaking in their boots.”
@fundiescapital Virtues Signaled 🫱🏼🫲🏽 Identity Obscured
I found myself at the heart of the century's largest distressed trade, and now it's ending. It's sad, really.
This morning, my life changed forever. I’m a father to a beautiful 8lb baby girl. She has no idea how much she’s already loved.
Early morning, April four. Shot rings out in the Memphis sky. Free at last, they took your life. They could not take your pride
'Hands-on' ownership of smaller companies, in its various forms, is going to be a one of the better opportunities for long-term value creation over the coming years.
@Larryjamieson_ @Colgo He means that this long suffering and neglected asset class - US small caps - is ripe for hands on ownership i.e. activism in its large variety of styles and flavors.
Tunnel to Towers is honored to announce a mortgage payoff for the family of NYPD Officer Jonathan Diller, who was fatally shot and killed during a routine traffic stop on March 25th. Officer Diller is survived by his loving wife, Stephanie, and their one-year-old son.
@LaughingH20Cap @lebron_ex Certainly not what we were hoping for but at 5$ with 18 months holding period how isnt this a tremendous opportunity? A low balled $40m EBITDA at 20x lands you around 16$. Today at 5$ or at 8 earlier the opportunity seems atleast as good now? I added materially below 5 tbh
@alixpasquet $100mm on day one to launch (and still think they are sub-scale). Then immediately hire a big team, rent an office, and become much more fragile.
@alixpasquet This is interesting because my experience in the industry has left me feeling that every few take this advice when running their business. I’ve been laughed at by allocators about how low my annual business expenses are and there’s an entire crowd of managers who think they need
@Biohazard3737 The best advice is to put yourself out there with ideas. Write and share in public. I think this will differentiate them in a competitive field.
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