Whiteout Capital (Zack) @whiteoutcapital
Investor. Nothing I write is investment advice. whiteoutcapital.com No Signal… Joined November 2021-
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Hopefully this is just the beginning!
Hopefully this is just the beginning!
I just launched a newsletter and will prioritize sending updates there rather than X/Twitter. Subscribe if you want to stay up-to-date. It's currently free and I only plan to send a handful of emails per year when I have something interesting to share. whiteout.substack.com/publish/home
Week 4 NFL Bet Results Using @gridironai Week 4 was a good week that was almost great. I can't complain too much about a 55% return, but had Miami won I would have won both that bet and a 7-game parlay that combined would have earned me $2353 extra return to end the week at…
$SPHR - U2 performances start today. Harry Styles and Phish reportedly on deck for next year. I think this is going to be the best music venue in the world that will attract top talent and command high prices. The sphere can also make money selling ads for the outdoor screen,…
$SPHR - U2 performances start today. Harry Styles and Phish reportedly on deck for next year. I think this is going to be the best music venue in the world that will attract top talent and command high prices. The sphere can also make money selling ads for the outdoor screen,…
Week 4 NFL Bets using @gridironai This week is an interesting week with lots of fairly even spreads. Some of our best weeks have been on setups like this. Our AI has historically made the highest ROI when it predicts small underdogs to win and this week we have six small…
A-Z search #219/8060 - $CRKM Crank Media Inc "Fast becoming a global top tier entertainment company" lol. Sounds like Tom from Parks and Rec
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This weekend we passed the 2 year anniversary of Cathie Wood saying she expected her fund to compound at 50% over the next 5 years. Let's check in on how that's going!! In Cathie's world, she turned your $10,000 into $22,500. In reality, it's worth $7,350. Stay safe.
What is the definition of conviction? When you’re willing to buy a stock you own, even after it makes a multibagger move.
A cool tool we launched beginning of the year to help with idea generation in the profitable segment.
MCCPI is an equal weight index of all profitable companies TTM profiled on MicroCapClub. It's a cool tool for idea generation which is why it's rebalanced quarterly. The community can view the constituents. Total Companies: 274 Added 33 companies, dropped 26 companies
Sylogist prior mgmt being compensated based on a percentage of FCF is up there for me.
MCCPI is an equal weight index of all profitable companies TTM profiled on MicroCapClub. It's a cool tool for idea generation which is why it's rebalanced quarterly. The community can view the constituents. Total Companies: 274 Added 33 companies, dropped 26 companies
Congrats to the Prax (Hurricane Energy) DCU holders. With this payment I have made back my full investment and received some initial returns. All further DCU payments are pure profit. 🥳
Congrats to member @whiteoutcapital for profiling $CNO.V +177% in 7 months 👏💪🚀
$MCEM Q423 results looks great and EV/EBITDA under 6x vs. peers in teens. Business was sold out and passed along higher pricing (and will do so again in 2024). Lot of smart capex to reduce costs in the future and grow the business. Love the board photo!
$LEAT Q4 * disparity between sales channels (direct/dealer/distributor) continues as inventory digests * 9th consecutive Q of consumer direct growth (23% YoY, lapping 27% year ago), now 28% of total US sales * growth resumed in dealer direct markets of US & South Africa (1/8)
@whiteoutcapital I should just re-read Thorp's book again. It's so good.
The great ones don’t do it for money or fame or power. Or to build an institution, or to help others, or to save the world. Like a child tinkering, they create it for its own sake. Free of the burden of ambition. Deaf to the demands of the world.
This is brilliant!
The Costco Price Index is the real CPI. $COST
Chairman basks in "I TOLD YOU SO" glory when sales effort pays off after 35 YEARS.
$XPEL is now a ~34 bagger from my avg cost of $1.395 and been a ~70 bagger during the craziness of 2021. It has been a hell of a ride. Been a shareholder since 2015. I keep very fond memories and this is mostly a PORTFOLIO RISK MANAGEMENT DECISION and not an easy decision.
Kobe on mastering the basics: “Kobe was going through an intense warm up before his scheduled workout started with his trainer. I sat down to watch. For the first 45 minutes I was actually shocked. For the first 45 minutes I watched the best player in the world do the most…
$PNG.V $KRKNF PenderFund Capital Management @Penderfund increased their ownership to ~14.1M O/S (+600k shares)
$PNG.V $KRKNF @Penderfund Pender Fund owns ~13.5M O/S
Centrus President and CEO Amir Vexler will ring The Closing Bell at the New York Stock Exchange tomorrow afternoon in recognition of Centrus recently launching the first U.S.-owned, U.S.-technology uranium enrichment plant to start production in 70 years. centrusenergy.com/news/centrus-t…
Actually, I'm calmly acting on my discipline, adhering to the elements that were successful in decades of prior cycles, adhering to adaptations I made in 2017 and 2021 to address difficulties in this bubble. Observing fresh overextension. Peaceful, as usual, as I wish for others.
HUSSMAN HAVING SEIZURES RIGHT NOW SEEING THIS MARKET
$SQSP acquired Google Domains in Q3 which impacted FCF (due to domain registry fees being expensed upfront upon sale). This could be a big driver of growth as they cross sell these domains into the SQSP platform. Valuation: 15-16X 2024 estimate of $254M FCF with 15-20% growth.…
Still seeing lots of tech companies trading at forward multiples barely above cyclical stocks that have huge earnings cliffs. $APP 11x CY FCF $DKNG 19x forward FCF $AMZN 19x fwd FCF $SQSP 15x CY $ML 9-10x $UBER 19x fwd Most of these companies have excellent steady growth rates…
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