Shareholder Activist Family Office @ActivistOffice
Family Investment Office Leading Shareholder Activism in Our Portfolio Companies New York Joined February 2023-
Tweets3
-
Followers309
-
Following5K
-
Likes34
MY INVESTMENT FRAMEWORK I'm looking for 10-baggers. Not interested in 20-50% gains; I'll leave those to value investors 😂 Over long periods, stocks follow (or lead) earnings, so looking for companies growing EPS at >15% CAGR. That's usually a combination of 7%+ revenue growth…
McThosce @McThosceLBKEF
0 Followers 37 FollowingEsmeralda Stewert @EsmeraStewe
71 Followers 5K FollowingBobby Boucher @waterboycap
204 Followers 562 FollowingMarg Livernoche @Livernoche90654
66 Followers 5K FollowingBrenda Snead @SneBren
83 Followers 5K FollowingIra Stickman @IraStick
87 Followers 5K FollowingSLJ @SLJ37236567
5 Followers 84 FollowingAlex Muir, CFA @amuir171
172 Followers 310 Following Investor Relations Manager at Kenorland Minerals Ltd. (TSXV: KLD) (OTCQX: KLDCF) https://t.co/BZBCapaZjg *Opinions are my ownTeresa Fludd @TeresaFlud91017
45 Followers 5K FollowingMike Henshaw @HenshawMike
69 Followers 703 FollowingNu Goodroe @GoodroGoodroe
74 Followers 5K FollowingRedToyota2 @LeoKulp
91 Followers 476 FollowingJacqueline Simelton @Jacqueline51748
99 Followers 5K FollowingKiara Sebion @KiaraSebio12549
67 Followers 5K FollowingVasil @InvestVas
692 Followers 5K Following Доктор. From family office wealth wellness center Moscow пишите +79859977751Mona Pun @MonaPun383103
41 Followers 5K FollowingBest_Iptv_service @Best_Iptv_ser
174 Followers 2K Following https://t.co/JEra0b5rCX I Provide Worldwide IPTV Subscription with 16500+ Live Channels And 80 Thousand Vods Movies And Series and everything For More : *Comose john @MoseJohn26
50 Followers 319 Following Pursuit of happy-ness, but made lonely by information, the more you know the lonelier you become.Rodrigo Patricio Ribe.. @RodyRibeiro
561 Followers 5K Following 📊 📈 Sócio e Assessor de Investimentos InvestSmart XP - Pós Graduado em Marketing ✍️ 💻 Jornalista https://t.co/B5u5xx703mLance Chastain @LanceChastain
96 Followers 534 Following Carbon / Technology / Infrastructure / Energy / Sustainability / Health / FitnessBrian H. @BMH82
260 Followers 2K FollowingPerseverance Capital @craig_pan
1K Followers 4K Following Investor hunting for alpha. L/S equities. Style-agnostic generalist. Buy low, sell high.Ciara Cottone @CiaCotto
78 Followers 5K FollowingNeaaz Mozumder @npmozumder
13 Followers 145 Followingzinglebell @scotfanboy
0 Followers 4K FollowingErin Betance @BetanceEr
45 Followers 5K FollowingLuxeAGMs @luxe_agms
6 Followers 55 Following -Fashion, Beauty, Luxury and LifeStyle Companies -Annual General Meeting of Shareholders OutcomesTrent Si - multifamil.. @UnitalCapital
330 Followers 656 Following Follow the growth mindset 🇨🇦🇨🇳 #Father# a licensed, ruthless commercial mortgage brokerage @UnitalCapital&Emerging real estate developer.Opinions are my owncaliche bahada @caliche_bahada
2K Followers 179 Following Trying to get rich, one or two stocks at a time:) Geology, Space $OCO $oco.v $ORRCF $NGEX $FIL.to $opti.c $pwr.c #copper #gold #silver #investments #commoditiesJegadees Sharma @JegadeesSharma
77 Followers 496 Following An Aspiring Traveller & an Individual Investor.Jersey Futures @JerseyFutures
549 Followers 4K Following long jersey. retired fin systems @ exch/bank/mm/fund. compliance, clearing, routing & exec, dist systms, asic, edge & wrlss nw, golang/c++/verilogTarifa Fund @AparicioCadiz
543 Followers 1K Following Licenciado en Filosofía y Ciencias Políticas. Candidato CFA Level I. Inversor privado desde 2019. https://t.co/Qh8dlzzvI6Rosy Tringali @RosyTringa90993
91 Followers 5K FollowingElsie-mae Gimble @MaeGimble44172
72 Followers 5K FollowingGodly Wisdom @GodlyWisdomOrg
29K Followers 30K Following My faith in You, my Lord, is my guiding light.Carrie Minaai @carr_minaa
24 Followers 5K FollowingSmall Stock Trader @smallstocktrada
388 Followers 4K Following Author of a small book (The Small Stock Trader by Mika) about stocks and self-help/psychology + poker/arts/martial-arts/travel (+30 countries / 5 languages).Hivello @HivelloOfficial
259 Followers 300 Following Simple mining for Web3 🌍 | Earn Web3 tokens from your computer 🪙 | Making Web3 / blockchain / DePIN technology accessible to all through our App. 💻Trash Panda @gruust
987 Followers 1K Following looking for conviction, edge, crowding, trends and insight. not financial adviceSleuth Activist @sleuth_activist
147 Followers 2K Following We are shareholder activists doing sleuth investing in to micro cap companiesProxy Battle Associat.. @BattleProxy
466 Followers 4K Following Association of micro cap hedge funds doing proxy contests. DMs are openMicrocap Proxy Battle.. @MicrocapG
711 Followers 5K Following We invest in Deeply undervalued US Microcaps and then we unlock value using a Proxy Battle. Proxy Battles Benefit All Shareholders.Amit Kumar Chiripal �.. @amitchiripal
30 Followers 571 Following ENTJ. Sales/BD/Product Marketing Professional @ CISCO. Humanism, my religion & Hinduism, my way of life.Alejandro Camacho Mas.. @alejandrocamam
193 Followers 4K FollowingRoaring Wolfy ⚡️ @TheLoneWolf58
1K Followers 961 Following Dad and husband. Investor. Be quiet and trust the process. DMs open - No investment advice.. EVER!!!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 ⬇️Jake Bouma @JakeKBouma
387 Followers 392 Following Capital Markets Advisor to Early Stage Growth Companies.~MK~ 🏎 @mikexki
999 Followers 1K Following VP Product, top 10 tech companies in Canada. Freedom is not FREE, believer in individual sovereignty. Opinions are opinions. #btc fixes = 🇨🇦Naseem Shaik @Iam_nshaik
192 Followers 2K Following Technology, Media, Travel and Hospitality EnthusiastMaxime Gillot @Ptitsourire
141 Followers 1K Following Independent Manager. Impose your chance, grasp your happiness and go towards your risk. By watching you, they will get used to it.Javier Piles 🦇 @javierpiles
547 Followers 3K FollowingKbb8_24 @24Kbb8
145 Followers 134 FollowingNoah James @NoahJames907
1 Followers 7 FollowingLev 🔎 @Lev1452253
3 Followers 30 FollowingChip @Microvalue
750 Followers 419 FollowingRad Killa hesh @radkillahesh
7 Followers 30 Followingken hosbach @HosbachKen
170 Followers 2K FollowingJoni Nurmi @JoniNurmi4
114 Followers 961 FollowingEx-Berliner @DaBraX33
601 Followers 426 Following Rein privat hier. Nachrichten vor 10:00h MEZ bitte immer hinterfragen! Schreibschwäche die durch schnelles Lesen eliminiert wird oder so!ravi1234 @ravi12332697077
2 Followers 43 FollowingBrian Weber @BrianWe91087160
4 Followers 3 FollowingTom Speight @TomSpeight11
71 Followers 241 FollowingCalico @amc0433
409 Followers 1K Following Private Investor. Here to learn, not to sell. DMs are open.Blair G @battleshipbg
813 Followers 328 Following Individual investor based in Canada with an interest in micro caps.Tristan @hurdle_rate
8K Followers 829 Following Owner of Tristax and Hurdle Rate - Not Investment AdviceBank Investing @bankinvesting
204 Followers 876 FollowingDavid Hornby @DavidHornby19
1 Followers 338 FollowingDalius - Special Situ.. @InvestSpecial
25K Followers 219 Following Event-driven trades and special situation investments. All my picks are posted on https://t.co/YyZdX4ZhPY. Tracking portfolio: +640% since 2017.Florian Halmdienst @FloHalm___
6 Followers 35 FollowingBala jee @balmukund573499
77 Followers 960 FollowingSathyavan 📯 @Namajapa
2K Followers 2K Following amateur investor outside mainstream, no buybacks no partySanthosh @Santhulex
123 Followers 2K Following A "Higher Animal" who quit the rat race and decided to live dangerously. Aficionado of Sri Kuvempu, Ruskin Bond, Roger Federer, Eminem, Sir David AttenboroughKRVSIII @KRVSIII
6 Followers 276 FollowingBankAnalyst @BankAnalyst
2K Followers 1K Following Reformed journalist now writing equity research on regional banks. Jobs very similar: read, talk on phone, play with excel.Amateur Conservative @amateurhourCon
98 Followers 145 FollowingMike Gerges @michaelwgerges
49 Followers 500 Following Analyst. Book lover. Statistician 2B. Pharmacist. Foodie. Interests #investing #statistics #finance #science Correlation ain’t Causation. Views own.Avner Mandelman @AvnerMandelman
690 Followers 150 Following Writer ("The Advanced Sleuth Investor,") Former rocket scientist, former hedge fund runner, now running an orphanage for wounded stocks of good character.Jakub Marisko @Rewardenn
125 Followers 521 Following Them: “We have a 25 year record of dividend payments" Me: “You have an 18 year record of the stock going nowhere"Jonathan @JL_Investment
23 Followers 767 FollowingKunal Kamboj @KunalKamboj10
22 Followers 126 Following #big dreams #bigger aspirations #biggest willpower|Engineer|Life Long Learner|health is the real wealthJustin Mazeka Vogt @J_M_Vogt
11K Followers 804 Following CEO @ Evermore Industries where we invest in and help operate amazing small businesses // Notre Dame // Bain Capital // Stanford GSBRobert @Robert41329413
1K Followers 579 Following I find 10 baggers in uranium, copper, gold & share most of the big winners. 2X doesn't do it for me.@rusholmecapital You should look att Boreo Oyj. They are a small cap finnish serial acquirer trading at 15x EV / EBIT, management is targeting minimum of 15% EBIT growth per annum. I just published a post on my substack about it if you want to read mire about it.
MY INVESTMENT FRAMEWORK I'm looking for 10-baggers. Not interested in 20-50% gains; I'll leave those to value investors 😂 Over long periods, stocks follow (or lead) earnings, so looking for companies growing EPS at >15% CAGR. That's usually a combination of 7%+ revenue growth…
A combination of a great business run by a great manager is rare find. Selling this business is usually a mistake.
Initial thoughts on $chtr / $atus combo. My 1st thought was this is the kind of thing that happens when you’re a manager under pressure. The reports say atus wasn’t even aware, so it likely came from inside chtr. My guess is this was leaked by someone looking to kill the deal.
IDEA GENERATION (1/N): JOEL GREENBLATT'S MAGIC FORMULA In the summer, I backtested it for the 2010-2020 period and discovered its enduring efficacy, particularly in 3-year cycles. For the long-term investor, examining why these high ROIC companies trade at relatively low…
Look what’s happened since Joe Biden reduced the US to a global laughing stock with his botched Afghanistan withdrawal in 2021: Putin invades Ukraine Xi says “motherland” Taiwan will return to China this year Hamas invades Israel Iran kicks off via proxy Houthi Rebels Weak
They are planning to complete what their proxies ( Saudi Arabia and UAE ) failed to do.
Can people stop referring to them as "freedom fighters"?The Houthis are Iranian proxy terrorists blowing up ships of foreign civilians at sea and depriving access to vital shipping waters. This is all in addition to causing one of the world's largest humanitarian crises in Yemen
@sentdefender Guessing this is gonna cause Irans proxies to escalate
The bitcoin proxies appear to be draining into the ETF.
The strikes this evening are necessary to defend American interests at this point in time, however 3 years ago it was not preordained that we would be in a situation where American ships were under near daily bombardment from an Iranian proxy. The bizarre race to placate Iran has…
I'll save you 3 hours of time by telling you Israel's line of defense in advance "Your excellencies, the South African applicants are anti-Semitic proxies sent by kkhhamas, kkhhezbolah and khIran, who deny Israel's right to commit genocide in self-defense"
Tembo global decent business+proxy to sunrise sector( fabrication of engineering goods ,nut bolts ,clamps ;bathroom accessories)+ debt repayment+ highest ever topline+CASH conversion cycle improved +company is having industrial land of 4acre in Mumbai +uptrend in sales +ongoing…
WARNING: American & UK are technically in ARMED CONFLICT with a direct Iranian proxy terrorist group in #Yemen. There will likely be allied forces in combat for weeks. Expect Saudi, Israel and Jordan have to defend their airspace from Yemen & Iranian proxy missle/drone attacks.…
We are on the cusp of a full scale war with Iran. Proxy is proxy, but moving closer to a declaration of war. Be prepped. #war
I'll mourn for Iranian proxy terrorists when Aleppo's historical sites are magically rebuilt and my grandparents rise from the dead.
Current bombings by the West on Yemen are the true face of imperialism protecting its capitalist interests & colonial projects (Israel) after their 10-year proxy war, economic terrorism & demonization failed to subdue Yemen from upholding material solidarity with the global south
With that said, TableTrac significantly increase headcount over last 18 months which could just be temporary SG&A growth and annually may remain ~$5.5mm for a while. During which time, maintenance business should grow 10% a year and if System/Other are >$2.5mm GP, stock is cheap