SmallCapMoats @ValuationBP

Monthly deep-dive reports on small-cap businesses with an enduring advantage or wide margin of safety — find fifty-cent dollars where institutions can't follow Joined December 2023

Tweets

28
Followers

76
Following

298
Likes

127

SmallCapMoats @ValuationBP

2 years ago

@Teacherman1986 x.com/teacherman1986… Bonds’ hands are at his waist. Oh. My.

Richard Schenck, The Heretic JFD PPP LQC TTE. 🙂 @Teacherman1986

2 years ago

What is Bonds rear thigh doing? When does it start? Where is the barrel when it starts? Whats going on during the ‘Nopes’? What position is the rear thigh in at ‘Yep’? What is ‘Yep’? How far into the process is Bonds before he releases the barrel? How far does the barrel have

2 0 9 4K 0

0 0 3 2K 1

View Details

SmallCapMoats @ValuationBP

2 years ago

@Teacherman1986 Does Trout externally rotate his rear humerus? You said all great hitters don’t, but he clearly does. Stop trying to fit every great into your narrow view of what the swing should look like.

0 0 4 81 0

View Details

SmallCapMoats @ValuationBP

2 years ago

@Teacherman1986 Does Trout externally rotate his rear humerus? Tell the truth.,

0 0 0 41 0

View Details

SmallCapMoats @ValuationBP

2 years ago

@Teacherman1986 Trout clearly externally rotates his rear humerus.

0 0 0 37 0

View Details

SmallCapMoats @ValuationBP

2 years ago

@Teacherman1986 Pujols’ back elbow and shoulders start parallel, then they aren’t. This isn’t complicated.

0 0 0 19 0

View Details

SmallCapMoats @ValuationBP

2 years ago

@pfmanna @clongbaseball x.com/stancedoctor/s…

Stance Doctor @StanceDoctor

2 years ago

Good laugh. “We have $4,000 worth of bats in the dugout, and we have 2 hits!”

55 581 7K 1.3M 1K

1 0 2 191 1

View Details

SmallCapMoats @ValuationBP

2 years ago

@shegone03 @Teacherman1986 @notgaetti @BobFile @twuench @billdubs @SliderDominate @TigerWoods @PGATUOR

0 0 2 89 0

View Details

SmallCapMoats @ValuationBP

2 years ago

@gritnj One legged launch? Doesn’t look like it to me.

2 0 1 2K 0

View Details

SmallCapMoats @ValuationBP

2 years ago

@shegone03 @Teacherman1986 @JayGibbons15 @RealCJ10 @JLucroy20 @DMEASrecruiting @TheRealJHair @TheMayorsOffice @Chapel14Billy @ChrisNowak83 @Fiveframeswing @forcefulhitting @gringo_plakata @OldBoiStudios “You gotta get on top of the ball palm up, and finish up. That simple.” — Cabrera Wait, so not rearward acceleration, tornado funnel cake, one legged launch or tomorrow’s new buzzword? Richard Feynman said: “You can always recognize truth by its beauty and simplicity.”

0 0 9 1K 0

View Details

SmallCapMoats @ValuationBP

2 years ago

I’m on the other side of this bet (in at 37). My reason is simple: Trump didn’t crack 47% in 2016 or 2020. 6% of the vote went to 3rd party candidates in 2016. That dropped to 2% in 2020. Most of the polls have Harris and Trump around 47/48 in national polls and swing states. If 47% is Trump’s ceiling, Harris wins. Jill Stein might get 1% this year. Also, RFK could take a few votes from Trump.

0 0 0 46 0

View Details

SmallCapMoats @ValuationBP

2 years ago

@virtualtout Do you think that the election prediction markets are being used to manipulate other securities, such as crypto?

0 0 0 96 0

View Details

SmallCapMoats @ValuationBP

2 years ago

@BillAckman @KamalaHarris If you sell a stock, it would be an acknowledgement that it was never qualified to be in your portfolio.

0 0 0 55 0

View Details

SmallCapMoats @ValuationBP

2 years ago

@RichLightShed Completely agree. This doesn’t make any sense. Unless…

0 0 1 65 0

View Details

SmallCapMoats @ValuationBP

3 years ago

@BichonRedux @WagieCapital @Sleepysolcap Completely agree. Even in the 80% premium scenario, B shareholders would be giving up about $1/sh

0 0 1 169 0

View Details

SmallCapMoats @ValuationBP

3 years ago

The decision hinges on the special committee not SR: corpgov.law.harvard.edu/2019/09/23/use… “Where a special committee is properly deployed, the committee should exclude anyone with a direct or indirect interest in the transaction, and the committee should engage its own unconflicted legal and financial advisors. The committee should also be provided full negotiating power, including the power to reject the proposed transaction. It should be constituted early in the process, before any material transaction terms are agreed to, and have access to all relevant material information regarding the company and the proposed transaction.”

2 0 2 515 0

View Details

SmallCapMoats @ValuationBP

3 years ago

@SouthwardVernon @david_katunaric @nytimes I wouldn’t be surprised if it inches closer to 32b EV. That would get Shari her 2b asking price.

0 0 3 246 0

View Details

SmallCapMoats @ValuationBP

3 years ago

@commonsense6174 @SkiGuy1818 Half her economic stake would be aligned? I’m not saying A shares will get a huge premium, but there’s precedent for a modest gap. Or, it could be structured similar to the Lionsgate / Starz merger in 2016 where voting shares got more cash upfront: investors.lionsgate.com/news-and-event…

0 0 0 44 0

View Details

SmallCapMoats @ValuationBP

3 years ago

@commonsense6174 @SkiGuy1818 I took this as SR will roll her 32m B shares into the merged co and still get a premium cash offer for A.

2 0 2 189 0

View Details

SmallCapMoats @ValuationBP

3 years ago

@jasonkollack You are part owner of a lemonade stand at the best intersection in the neighborhood. Your greedy partner just fired your top employee and is attempting to sell your stake for a lemonade stand in a cul-de-sac.

0 0 0 57 0

View Details

SmallCapMoats @ValuationBP

3 years ago

Looks like they entered into economic negotiations without preconditioning on the approval of a majority of minority vote, which is a requirement under mfw. Did SD / $PARA enter exclusive negotiations on April 3rd, a day before the match.com ruling, to buy time to negotiate without preconditions in place?