Shit Analysts Say @ShitAnalystsSay
On capital allocation, how do you think about spend going forward? Do you see accelerated dollars? Joined January 2012-
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@ShitAnalystsSay At what point can we get comfortable that we are through the risk window?
Basically, @Vedomosti compiled a @ShitAnalystsSay from Russian investment bank reports. (in Russian) vedomosti.ru/finance/news/2…
these businesses are punching far above their weight in terms of profit contribution
Attn: @ShitAnalystsSay. RT @BoydErman: New fave word -- mainstreamable. A word only an equity analyst could make up.
"The main delta appears to be lower price realizations" @ShitAnalystsSay
"First on the cadence of the quarter, there is a lot of macro distraction, maybe you could talk..." @ShitAnalystsSay
I think most of the good news is out in the name
“I know Canada was delved into in terms of the revenue deltas” --@ShitAnalystsSay
@ShitAnalystsSay "an active pipeline of synergistic acquisition opportunities"
However to get us back onboard the story, we look for execution
… we see 6% gross profit dollar and 10bps gross profit margin upside to our C2H13 model
Based on a 100M C2H13 unit build (vs. our current 77M) with 50% mix of a new low-priced [model] at a $399 starting price point …
@ShitAnalystsSay Thought you might like this one from a CEO -- "We Have Successfully 'Formed Bottom' and Are Beginning to March Up" #WIN
So is there an implied margin philosophy here with this 2Q guide?
"Are we overdone on the downside or is there more downside to come?" @ShitAnalystsSay
.@ShitAnalystsSay: "We think our bull case assumptions may be conservative". #OxymoronAlert
pricing was a headwind in C2H12 but could neutralize going forward.
Can Approaching Catalysts Offset Structural Headwinds?
there is likely upside to what looked like aggressive consensus expectations
@ShitAnalystsSay "we believe the probability of a dividend cut is above zero.”
Carl Quintanilla @carlquintanilla
441K Followers 6K Following 25 years @CNBC & @NBCNews / @WSJ alum / now posting at https://t.co/o3B9Q0CZPo
🌩️𝖘𝖈𝖍�... @schaudenfraud
9K Followers 3K Following I am a cartoon character. You deserve the returns achieved by mistaking anything here for factual statements or investing advice. DYDD Crypto @toptickcrypto
crossdefault @crossdefault
10K Followers 4K Following once l/s value, FO, now spec/structured sits. my brand is chaos. ex-IB. If it's not levered you aren't doing it right. DMs Open.
Barbarian Capital @BarbarianCap
47K Followers 3K Following Personal account. RT = look at this. Fave = bookmark. Stole avi from https://t.co/hVwp9JH9n0
bill lee @billlee35760265
2 Followers 806 Following
Fund_GM @Fund_CDM
1K Followers 433 Following The behavior of the individual matters more than the behavior of stocks. The meta‑game: the decisions behind the decisions. How do you evaluate the evaluator?
irresistible(liam) @1D_jensen
229 Followers 2K Following ♔ #Directioner ♔ #TeamFollowBack ♔ One Direction ♔ Feel free to ask for a shoutout ♔ ツ
Charlatan Capital @CharlatanCaptl
48 Followers 1K Following
CA Mudit Goel @mungermyguru
129 Followers 6K Following CA, CFA Level 2 Cleared, Bibliophile, Curious Mind, Lifelong Learner, Charlier Munger and Sanjay Bakshi Sir Disciple, Found my Ikigai in Investing and Finance
Kristjan Otti @KristjanOtti
4 Followers 368 Following
Strivetoprevise @strivetoprevise
138 Followers 2K Following 20 years in finance. M&A, Event Driven and L/S Equities.
Emanuel Andrade @Vemanuel111
27 Followers 255 Following
hocuspocus @hocuspo99333333
52 Followers 630 Following 20s/Capital Markets/Hamburger/日本サウナ学会員/ガキの使い/お笑い向上委員会/Not Investment Advice
☁️ @harmonyV777
11 Followers 180 Following
Another value investo... @RecoveryTrade
3K Followers 5K Following Event Driven, Deep Value w/ Catalyst, Real Assets. 中文/Eng
Eppley Capital @EppleyCapital
104 Followers 141 Following Value-oriented private investor Disclaimer: I don't know what I'm talking about and am not giving any investment advice
Lars Kurkinen @larskurkinen
23 Followers 258 Following
Galen @GalenDonaldson
65 Followers 2K Following
Brrr Infinity Capital @InterestRateArb
11K Followers 7K Following Powered by https://t.co/98nZ0axAsJ "Some people get rich studying artificial intelligence. Me, I make money studying natural stupidity." - Carl Icahn
Jacob Jensen @JacSDUAnalytics
330 Followers 1K Following I work as Director for SDU Analytics at University of Southern Denmark. Tweets are my private opinions.
U-Turn Tom @thomascolombel
295 Followers 542 Following 1) I buy ignored and sell praised: things are not as good or as bad as we think they are. 2) I focus on the what as the why is answered too late.
JP Holland @jph_ldn
2 Followers 42 Following
Capybara @capy_capital
3K Followers 543 Following Former analyst, now capybara. Perennial bagholder with increasing forward IRR's by the day.
Charles @youngcharles96
260 Followers 2K Following Amateur investor Find Moats - Dorsey Find Value EV/Ebit - Buffett Look for Durability - Deden Categorize - Lynch
Jon Clark @jonclarkx
308 Followers 2K Following 🛢OU Petroleum Engineer ‘12, Rice MBA ‘22, Dad, Houstonian, Finance and Crypto Bro, FFBall, Former Pride of Oklahoma Drummer #BoomerSooner
Cap @Cap396
67 Followers 938 Following currently a buyside analyst, focused on public and private equity. Ex IBD.
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93 Followers 749 Following
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124 Followers 961 Following “And it is necessary that you know the nature of true love.” (Codex Chimalpahin)
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