Investing
Amsterdam
Joined August 2010
- Tweets465
- Following798
- Followers2.8K
- Likes14.1K
Read Capital retweeted
Link in bio for my write-up on $CBAV. I view this as one of the most attractive & mispriced securities in the market. Has grown EBITDA >20% each of the last 2 years, ROIC >30% and trades at sub 8x EBITDA with a 11% FCF yield. Float dynamics are improving and I see >100% upside.
Almost a third of shareholders believe the new CEO’s pay is excessive, with a maximum of £2.2 million for 2025 -a figure that few American CEOs would accept
45% CAGR since he took over as CEO.
$GAW.LN
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Read Capital retweeted
5 million percent 🫡
Warren Buffett said he will ask the board of Berkshire Hathaway to replace him as CEO with his already designated successor, Greg Abel, at year end.
Read more: cnb.cx/3F0zxjj
Read Capital retweeted
TerraVest is building out an all-weather manufacturing footprint to win in North America (& beyond)
-> markets are rough so I thought I'd share some of my work here on the public side 🙂
-> 👇🏻 these are $TVK.TO's facilities that manufacture trailers - carbon steel, aluminum, stainless ( example pics in post below)
-> LBT Inc is the newest, acquired yesterday (Omaha)
-> this doesn't include facilities that make bobtails
-> TVK now the biggest trailer manufacturer in North America
"a 10% rise in CEO ownership reduces the likelihood of corporate giving by 40% (Masulis & Reza, 2014).
Another great example of the agency problem.
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Read Capital retweeted
New Post: My thoughts on auto parts retail and its future
✔️low growth + cycle agnostic means industry consolidation & capital disciplie
✔️EVs another transition, not a total disruption
✔️computerization means DIFM > DIY going forward
fortunefinancialadvisors.com…
Early Buffett had different management fee structures for his limited partners depending on risk appetite.
Read Capital retweeted
Here are all the cheap (and free) resources that were mentioned. Thanks to everyone who shared! 🙏
Here's how to recreate ~70% of the functionality of a BBG terminal for dirt cheap:
@getBamSEC : quick doc search, cc transcripts, and keyword alerts
@theflynews : real-time stock news
@theTIKR : financial analysis, earnings calls, and a screener
@wisesheets : pull data and stock prices into Excel.
What else should I add?
