Dominick D’Angelo @DomInvests42
Director of Research at O’Keefe Stevens Advisory Substack: https://t.co/SkPeA1ADBn Disclosure: https://t.co/vMJlnRo4xM okeefestevens.com Rochester, NY Joined April 2022-
Tweets2K
-
Followers1K
-
Following389
-
Likes577
$BGC - Still many different opportunities to grow business and improve margins. Margin expansion story remains under appreciated.
@Akshay__Parekh Still think they can get to $1.25+ in EPS by the end of 2027 - 18x = $22.50 - if you think they generate what consensus currently has them at, it's not that interesting.
$CALY - Pays off the remaining portion of the Term B loan. If consensus is roughly right and CALY should generate ~$300m of FCF in Q2, in April they repurchased $37m of stock, assuming Q2 to date they generated $170m of FCF, this means they repurchased another $46m in May. Expecting them to fully use the $200m buyback during 2026, re-up it when they report Q4.
Another issue with $WHR - Refinancing 1% notes with 8%+ notes. Have to imagine $BRK.B took a peek at them?
does anyone know someone at @X who can help? Please retweet for visibility @MinotLightCap @InsideArbitrage @OSA_Rochester about a month ago, my account @stockspinoffss got hacked and I've been trying for a month to get it back. I have proof in my original email that:
Potentially very interesting development at $CMP - In talks to contribute its Great Salt Lake land, where they tried harvesting lithium (ultimately shut down due to costs + government battles). Would receive royalty payments, and importantly, would fund no CAPEX. The market should not put much weight on this, given the previous issues; however, it is a nice call option. Mgt continues to execute.
@jonathanrwall Callaway hinted at moving to 2 year cycles. Turns out the difference from one year to the next is minimal. Allows for better inventory management and elongated sales cycle - thus less discounting.
@valu_investor99 @Nate93658762 Thesis is playing out better than expected. The true downside ($0) is off the table from the tin building repurposing. 250 water closed. Real estate plays usually are fairly boring. It’s not a 1 qtr story. It’s a gradual build up over the next 7 qtrs.
$SEG - Deadline day for 250 Water Street - Not a great sign it's taking this long.
Think $CALY is an obvious sell-side upgrade candidate. Rev/EPS positive revisions + stock up + potential upside to consensus remains = decent setup for someone to flip from neutral to buy.
While today's move is more than I expected, the opportunity (IMO) turns to the SG&A line. SG&A has kept pace with sales growth since 2018 (same business model/segments). Legal/IB fees should be coming out of the cost structure now that sales are behind them. I have to imagine they can find other cost cuts stemming from technology improvements (AI). This is a boring, easy story, where management still has plenty of opportunities in front of them. O - and LIV going away at year's end (hopefully) should drive more engagement.
$CALY - Monster quarter, acting on the buyback, keeping the story clean. Once again, Chip leaves out Ogio from his remarks. Increasingly confident that this segment is sold, plow the proceeds into buybacks.
Updated results - $CALY +191%, $LUCK -13%
Since this tweet $MODG +64%, $LUCK +14.5%
Long $MODG - Short $LUCK - Creates a long Callaway golf club position - Continue to think this will be a very interesting spin-off
$CMP - After getting kicked from the S&P 600 small-cap index a few years ago, Compass is now borderline eligible to be re-added. They meet all requirements (marginally profitable over the last 4 quarters) but are on the smaller market cap size of current index constituents, which might delay the addition.
@unciacapital Any thoughts on the guidance? I know they talked about the comp vs. last year but trying to figure out how the business decelerated so much.
@Ridingwaves69 Thanks. Would have thought that would be at the top of the press release.
Someone tell $WHR they need to cut the dividend. Continue to think you buy the stock when they do it.
$LUCK - Good to see them reverse course and begin to close a location. Believe they have now closed 2 centers this year. What was a growth-at-all-costs mindset is now shifting.
John Besant-Jones @J_Besant_Jones
367 Followers 5K Following Special Situations Global Equity Analyst-Accounting red/green flags. Ex Institutional Buy/Sell side. Former Credit Suisse and ABN. Financial narrative checker.
BasedBird @xyzabc7779
89 Followers 3K Following I provide my opinion on society. Large skeptic of the Holly. DYOR
Mark Pinner @MarkPinner5
2 Followers 31 Following
roikeren1 @RoikeRoikeroi
10 Followers 197 Following
Simon Negin @SimonNegin
45 Followers 773 Following
Av @Av75488740
12 Followers 191 Following
Keith D. Smith, CFA @Bonhoeffer_KDS
7K Followers 370 Following Portfolio manager, Bonhoeffer Capital Management; Advisor, Willow Oak Asset Management. Manager’s thoughts are his own. Disclosure: https://t.co/S9VuDUJP6B.
TKniffen @TJK1680
35 Followers 2K Following
incrementalknowledge @incrementaliq
219 Followers 1K Following Tweets are my own and are not recommendations.
Rich Howe @RichHoweBoston
7 Followers 47 Following
Dylan Joven @jovenator34
2 Followers 45 Following
Jon Spencer @jonspencer33
4 Followers 46 Following
Rick Sanchez @RickSan48951708
395 Followers 5K Following
Mark Choi @cheugychubby
149 Followers 586 Following Father of four trying to keep learning, give grace and receive grace - we all need it. Most of my posts will be finance or random musings from me.
Panagiotis Varvarigos @Not_DavidLoPan
377 Followers 5K Following
dimitris_tsompanidis @DimitriTso
40 Followers 181 Following ''𝔸𝕟 𝕚𝕟𝕧𝕖𝕤𝕥𝕞𝕖𝕟𝕥 𝕚𝕟 𝕜𝕟𝕠𝕨𝕝𝕖𝕕𝕘𝕖 𝕡𝕒𝕪𝕤 𝕥𝕙𝕖 𝕓𝕖𝕤𝕥 𝕚𝕟𝕥𝕖𝕣𝕖𝕤𝕥''
Mr_Arbanzo @KonradLean
66 Followers 1K Following
Watusi @relmastered
2K Followers 2K Following que sera sera || music is the answer to your problems keep on moving then you can solve them
Ozgur Taskaya @ozgurtaskaya
484 Followers 2K Following Growth marketing, creator economy, behavioral science, web experience. Marketing/growth experience in startups, agencies and public companies.
John Trusiak @hank_moody_jr
369 Followers 748 Following
Moh @rainamohak
217 Followers 582 Following Focused on the late stage development & commercialization of innovative drug products 💊 Tech Investor 🔮 Small-cap Enthusiast 🛅
Brian @BrianGoDucks
98 Followers 963 Following Investing for the long term. Integrity, honesty, and rule of law.
Khotso Mophosho @Mo_Khotso9
18 Followers 318 Following CFA, Equity investment. Basketball. Arsenal FC. Own views
Carles Boronat @boronat_carles
211 Followers 4K Following Amateur investor, passionate about discovery and innovation.
GlobalTrendInvestor @GlobalTrendInv
394 Followers 3K Following Navigating global trends, markets and life for fun, profit and spiritual contentment!
Zug Peak Capital @MacroExpat
302 Followers 3K Following investor. winemaker. occasional contrarian. the edge is in the asymmetry, not the opinion. 🇺🇸
Aliyu Yakubu @Aliyuworldwide
487 Followers 6K Following
Stock Picks NYC @StockPicksNYC
26K Followers 25K Following Send me good stocks and I will post the DD. I look for stocks before they fly. Datestamps don't lie. I’m not a financial advisor. Send me the best stock you got
Naghel Euribe @NaghelEuribe_22
71 Followers 821 Following
egauchos @egauchos1
0 Followers 29 Following
MicrocapunlockX @MicrocapunlockX
4 Followers 142 Following
Kendall Huang @huang12517
4 Followers 60 Following
Dean @f1sted_
1 Followers 132 Following
Sam Cw @SamCw3333
117 Followers 325 Following 💱Trader, BIG Boss off small buissnes🔱, HODLer from 2019 🐂📈.
Sabrina Gutierrez @sab__RIN__a
920 Followers 41 Following Equity Research Associate @BBGIntelligence covering Renewable Fuels & Refiners. All views are my own.
Rene Bruentrup @fallacyalarm
10K Followers 567 Following Blending single stock, macro and thematic research into differentiated bull and bear cases | 15y Corporate Finance & Equity Research | CFA
George Hadjia @GHadjia
11K Followers 2K Following Founder & Chief Investment Officer - Bristlemoon Capital Global L/S equities Subscribe https://t.co/qMdR4HXhka Views not investment advice
Mojo @MrMojoRisinX
11K Followers 401 Following Inside The Mind of Mojo - https://t.co/zNoMHkx0Eb and Be Water https://t.co/cnol0oK44h @BeWaterltd
OddLotArbitrage @OddLotArbitrage
2K Followers 0 Following https://t.co/IKOYHd1wo7. Odd-lot tender offer notifications. Arbitrage trading opportunities for small accounts.
Rich Howe @RichHoweBoston
7 Followers 47 Following
Claybrook Capital @MagicCompounds
274 Followers 1K Following Hoping to be an above average investor someday
Yellow Lab Life Capit... @YellowLabLife
28K Followers 1K Following I am not as smart as I sound, so please don't listen to me
SixSigmaCapital @SixSigmaCapital
53K Followers 738 Following Stock Market Participant | Emergency Doctor Live portfolio updates, actionable ideas and market memos posted at https://t.co/3G8H0mf4x1
David Orr @orrdavid
35K Followers 88 Following I run a hedge fund and an ETF. https://t.co/g9Pxh7mZG2
OC Family Office @thrivecap
2K Followers 2K Following
FreightWaves @FreightWaves
52K Followers 249 Following FreightWaves is the most trusted provider of global supply chain news and market intelligence.
Craig Fuller 🛩🚛... @FreightAlley
110K Followers 6K Following Freight affiliated media. Founder - FreightWaves: Freight market intelligence SONAR: High-frequency freight data Firecrown: enthusiast media esp. transport
Mitch Goldich 🐙 @mitchgoldich
107K Followers 958 Following Writer and senior editor at Sports Illustrated + @theMMQB. Mostly NFL and Olympics coverage. Former @si_union unit chair. Philly native. @NFL_octopus inventor.
ASB Partners @ASB_Partners
349 Followers 476 Following Investing ...I like cheap, growing, and durable...Not investing advice...https://t.co/fk3A9DCIQ2
Corey Lavinsky @biofuelslaw
6K Followers 96 Following Biofuels consultant and attorney. VP at Calumet, Inc. (Montana Renewables). All views are my own. #Ethanol, #Biodiesel, #RINs, #SAF
Glenco Capital @GlencoCapital
1K Followers 292 Following If the tide raises all boats, we aspire to be the fishermen before the abundance. Living and breathing stocks, as the ultimate mantra.
R. Patrick Kent (RPK) @RPKent
3K Followers 484 Following Portfolio Manager, Hedgeye Asset Management | Co-Founder & Pres, Biophysical Economics Inst | 25+ years Investment Experience | CFA, CMT | Bass Player & BJJ
The White House @WhiteHouse
4.8M Followers 6 Following Welcome to The Golden Age of America. 📱 Text USA to 45470 to receive alerts.
President Donald J. T... @POTUS
4.2M Followers 4 Following 45th & 47th President of the United States. The Golden Age of America Begins Right Now.
Fierce_beast @Fierce__beast
4K Followers 3K Following PM, track record/ideas: https://t.co/2DFHqErb3O
Gregory Blotnick @gregoryblotnick
17K Followers 0 Following "I saw under the sun that the race goes not to the swift, nor the battle to the strong, nor favor to men of skill; for a time of misfortune comes to all alike."
David Maginn @macwalter_
82 Followers 157 Following GTM @ Shortcut | Ex-JPM | Forward Deployed Agent Wrangler
Jacob Orth @JacobsVegasLife
78K Followers 8 Following Vegas creator with over 415,000 YouTube followers. Showing how Vegas actually works 😎 🏠Real Estate Agent 💵Mortgage Lender *No advertising w/o consent
Renewable Fuel OG @BBDOG2007
1K Followers 2K Following Renewable Fuels Parody Account. BTC boi. Opinions are my own; don’t take this too seriously, but have some self reflection.
Rinny @RinnyTheGopher
2K Followers 298 Following Candidate for EPA Administrator. Notorious drunkard. Fellow mammal.
Logan Shearer @NicodemusCap
156 Followers 450 Following following great investors and trying to grow my investment research business Nicodemus Capital
AdTechGod @AdtechGod
22K Followers 3K Following The Lord of RTB. God of Programmatic Prophecy. The Savior of AdTech Sinners. AdTechGod®️ Founder: @theadforum @adtechgodpod CMO at @marketectureTV
Grant @glbeaty
5K Followers 195 Following Fintwit account of a rationalist, software dev & racecar driver turned long/short fund manager. Looking for IRR in all the wrong places. Mostly tweet bad ideas.
Anxious Capital Manag... @AnxiousCapital
338 Followers 589 Following Analyst. HF and FOF. Micro caps are my guilty pleasure.
Nick Balch @HedgeyeSoftware
11K Followers 600 Following Software Sector @Hedgeye Not investment advice. For more information CLICK HERE: https://t.co/VAbao8XxbH
Dirty Water Analyst @BeantownStonks
341 Followers 2K Following investment research, public markets, sustainability, sports
Max Rockatansky @Cycle_Watcher
8K Followers 559 Following PM. Macro, long/short equity & credit. Not advice.
Fernando Valle, CFA @HedgeyeENERGY
12K Followers 1K Following Sector Head for @Hedgeye Energy. Not Investment Advice. Formerly at Bloomberg and Citi.
Daniel Biolsi @Hedgeye_Staples
6K Followers 122 Following Consumer Staples sector head at Hedgeye. Reporting from the store aisles. Not investment advice. https://t.co/Pm1dZj3CNN
Sean Jenkins @HedgeyeGLL
2K Followers 189 Following MD on the GLL Research Team @Hedgeye Hotels, OTAs, Cruisers, Casinos (B&M, OSB, iC) Institutions [email protected] Individuals -https://t.co/eTOiS6zpjz
Tintin Capital @Tintincapital
7K Followers 967 Following Misadventures of a Global Value Investor. Never seek advice from a cartoon.
Augustas @augustasdesign
10K Followers 409 Following Designing websites for SaaS @avero_studio / @lunordesign
TheValueist @TheValueist
37K Followers 9K Following Disc L/S | TMT+Energy. ISO convexity. Factor aware. Path independence matters. Results never lie. NFA. Student of mkts and cos. Creator: CRAVE Thesis of GAI.
Jared L Kubin @JaredKubin
29K Followers 5K Following Hedge Fund Founder 🐊⚾️ James 1:2. No One is Coming. Dadmaxxing & Liftmaxxing. Liquidation Nation⚔️ Whatever it Takes.
TheInjuryExpertz @InjuryExpertz
12K Followers 9 Following Your trusted source NFL injury analysis. Home to the largest & most accurate NFL Injury Database. Watch our YouTube/TikTok. CEO is @drjessemorse
You might like
