hot smelly garbage™️ @shortavocado
Your local garbage pail Joined November 2017-
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DEATH TO YOUR PORTFOLIO
$IDT has a fascinating little business in NRS, a point of sale system for c-stores, small grocery, and liquor/tobacco shops. IDT just reported fiscal Q3 with NRS active units up 48% y/y to 13,100, a 3-fold increase in 3 years.
First, why is listening hard? It’s because we tend to have: 1) an inability to be present 2) the fear of being wrong 3) a desire for validation 4) a feeling of superiority 5) a lack of curiosity 6) the urge to impress
Have you heard of $PAR?
I am thankful for @SavneetS and the fact he’s building the next $csu.to except this one has organic growth, a moat, and revenue synergies $par $verticalsaas $csu.to $1bn—————>$100bn
Are there any companies that have clear investor communication practices (consistent KPIs, etc.) with an easy-to-navigate IR site AND have underperformed the S&P over the last ten years?
It's ironic that value investing literally never was, and never will be, about low multiples. It always has, and always will be about assigning a value to a security, and paying less than that ascribed value.
Maybe saddling an entire generation of kids with debt & no hope of joining the property class while sending them to institutions that marinate them in neo-Marxist ideology wasn't such a good idea.
.@JoeBiden We pay every cent owed. You spent 3 decades in the Senate & know that Congress wrote these tax laws to encourage companies to invest in the US economy. We have. 500k jobs w/ a min wage of $15/hr across 40 states. Assume your complaint is w/ the tax code, not Amazon.
.@JoeBiden We pay every cent owed. You spent 3 decades in the Senate & know that Congress wrote these tax laws to encourage companies to invest in the US economy. We have. 500k jobs w/ a min wage of $15/hr across 40 states. Assume your complaint is w/ the tax code, not Amazon.
crossdefault @crossdefault
9K Followers 4K Following once l/s value, FO, now spec/structured sits. my brand is chaos. ex-IB. If it's not levered you aren't doing it right. DMs Open.
Dave Waters @alluvialcapital
26K Followers 2K Following Purveyor of fine tweets/xeets. Alluvial Capital Management, LLC since 2014. I buy weird, weird stuff. DMs open. Pittsburgh! https://t.co/2ryxQtceTv
Trevor Scott . AI @TidefallCapital
33K Followers 1K Following No Management Fee. No Closet Indexing. Just Investing. Tweets are not investment advice.
Adam D. Wyden @Adam_Wyden
14K Followers 469 Following
Greenhaven Road @GreenhavenRoad
17K Followers 961 Following
3:10 Value @310Value
7K Followers 4K Following Business analyst. Tuitio fidei et obsequium pauperum. Not investment advice. [email protected] https://t.co/BmHjJLJ1Ae
Deep Sail Capital @DeepSailCapital
50K Followers 1K Following Quality, Growth, and Microcap Investor. Long/Short GARP Investment Fund, email: [email protected]
Barbarian Capital @BarbarianCap
44K Followers 3K Following Personal account. RT = look at this. Fave = bookmark. Stole avi from https://t.co/hVwp9JH9n0
Adam Wilk @AKWilk
10K Followers 1K Following Founder and Portfolio Manager of Greystone Capital Management LLC, a long-only strategy centered around identifying mispricings among smallcaps and microcaps.
T-Val🧃 @valueterminal
27K Followers 3K Following Lapsed CFA Charterholder; shamanic aesthetician; cruise ship Zumba instructor; 20 years of experience with ChatGPT
Tarun Doss @DossTarun
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Sesany @Sesany311427
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Nothy @Nothy1099923
123 Followers 3K Following
Make money easily @1A20g2dQe3xug
3 Followers 494 Following MEXC focuses on financial management, stocks, cryptocurrencies, digital assets and investments. Currently, new users can get free dollars when they sign up.
Shousteth @shousteth77642
129 Followers 3K Following
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Steannaysh @steannaysh44972
30 Followers 1K Following
Hidden Truffle @hiddentruffle
59 Followers 929 Following Private investor. Focused on small and micro caps.
Top Right Capital @Windsorian3
23 Followers 451 Following Business Analyst. Interested in high ROIC compounders and 100 baggers.
QAAP @This_is_BvL
13 Followers 314 Following
BApples @BobbyFrabbles
37 Followers 744 Following
james hodgson @jamesho14152701
59 Followers 296 Following
CoupDeFire | ILLICITS.. @CoupDeToe
1K Followers 5K Following $BTI $PM $MO | The great re-nicotinization experiment is upon us! RRPs have reignited the world's repressed desire for nicotine. 🤯✌️COUP & THE NICO FACTORY
Oscar 100% @oscar100_x
8K Followers 783 Following Investing since 2018. Mostly Compounders and Event-Driven Investments (with a catalyst). I also speak Spanish 👍 Blog: https://t.co/3HEfhFLy9r
Nick Fisher @nickrfish
365 Followers 482 Following Principal & Portfolio Manager of Pilot Wealth Management, husband, father @oliverfisher_11, cook, educator
Benz_kanin @Benz_kanin
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Dee-construction @JackBiz
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Road to Redemption (B.. @ToSuccess07
199 Followers 3K Following Trying to spot Thomas & Edward the Tank Engines of the world and avoid Diesels 😂.
Enrique d’Etigny @endesusa
107 Followers 851 Following
FMCCury @FMCCury
36 Followers 699 Following
Mr. Dubra @DubraCapital
278 Followers 708 Following Mostly off of social media. Account largely inactive. This is not investment advice. My own opinions. Not worth following. Please no RTs. #Bitcoin
Co Builder @green_fuels
234 Followers 3K Following America will pursue Truth and Fairness...but there may be drama along the way!
Michael J Cricenti @mcricenti
135 Followers 5K Following
Alpes @Alpes99866414
14 Followers 881 Following
Bhu @insearchofhumor
121 Followers 3K Following mostly here to learn. occasional sarcasm. views my own, not investment advice.
Skymile123 @skymile123
49 Followers 450 Following Psychological momentum is key, INTP, O&G Corp Dev, Gig 'em
Late Stage Capitalizm @LateStgeCapital
757 Followers 3K Following
Proxy Contest Associa.. @proxycontests
535 Followers 5K Following Association representing the interests of shareholders. If a publicly-traded company is underperforming, set up a call with the association to discuss options
Shawn Badlani @shawnbad11
136 Followers 376 Following
Business Investing @MasterOfNthg
24 Followers 197 Following
thurmj33 @thurmj33
968 Followers 1K Following
American Banker @AmericanBanker_
329 Followers 303 Following Special situations investor. Distressed debt, litigation financing, special opportunities lending. Not financial advice.
Maui @somecapital
181 Followers 1K Following Public account to share links/quotes/tweets I find interesting about investing (much easier than maintaining a blog I guess).
varga @narwhalLP
75 Followers 960 Following
PatagoniaCapital @PatagoniaCapit2
6 Followers 200 Following
Stream by AlphaSense @StreamRG
3K Followers 4K Following The market’s broadest and highest-quality expert interview transcript library. Over 30,000 one-on-one interview transcripts on-demand.
David Krikorian @DaveKrikorian
419 Followers 737 Following Entrepreneur, Business Owner, Investor, Speculator MBA, Ex-FIDO fin analyst, Fmr consultant D&T Founder: Data-Suites, Parody Productions
Tech Bro Capital @capital_bro
1K Followers 3K Following
Sarah A @sarahhadt
12 Followers 337 Following
Herr Klaus @sinzei
220 Followers 1K Following
Razor @Razor71768322
1 Followers 11 Following
- @arunv03
3 Followers 1K Following
Jerry Capital @JerryCap
41K Followers 564 Following Not selling anything. Not investment advice. My personal but public journal. Arguing with you to spare my family. DMs open. DM a mutual friend to unblock.
Gavin Baker @GavinSBaker
126K Followers 4K Following Managing Partner & CIO, @atreidesmgmt. Formerly Fidelity OTC Fund. No investment advice, views my own. https://t.co/pFe9KmNu9U
Brandon Beylo @marketplunger1
73K Followers 2K Following Writer | Investor | Listener || ~ There are no great businesses, only great bets. Nothing you read here is investment advice. Read 👉 https://t.co/rVOdJUnxQI
Daniel S. Loeb @DanielSLoeb1
124K Followers 992 Following Investment analyst at Third Point LLC since 1995. Former crypto enthusiast.
Bill Brewster @BillBrewsterTBB
48K Followers 2K Following “I know this game got valleys and peaks; Expectations for dips; For precipitation we stack chips, hardly.” Be curious, not judgmental. NOT INVESTMENT ADVICE.
Liberty 💚🥃 @LibertyRPF
29K Followers 867 Following OSV | I write about business & investing 🏦 💰, science & technology 🧪🔬, and the arts 👉 https://t.co/1cGQKu5z98 (free 1x/week, podcast, 23,000+ subscribers)
Mostly Borrowed Ideas @borrowed_ideas
132K Followers 2K Following Equity Analyst. I publish one in-depth research on a public company every month. Subscribe: https://t.co/bBHyta1Omy
Dave Waters @alluvialcapital
26K Followers 2K Following Purveyor of fine tweets/xeets. Alluvial Capital Management, LLC since 2014. I buy weird, weird stuff. DMs open. Pittsburgh! https://t.co/2ryxQtceTv
modest proposal @modestproposal1
100K Followers 807 Following I shall now therefore humbly propose my own thoughts, which I hope will not be liable to the least objection. https://t.co/NuC25VaSff
Patrick OShaughnessy @patrick_oshag
268K Followers 2K Following backing leaders doing their life’s work @psumvc 🟣 @joincolossus 🎙️ “do unto others…and do it first”
Trevor Scott . AI @TidefallCapital
33K Followers 1K Following No Management Fee. No Closet Indexing. Just Investing. Tweets are not investment advice.
Adam D. Wyden @Adam_Wyden
14K Followers 469 Following
Greenhaven Road @GreenhavenRoad
17K Followers 961 Following
Frederik Christopher @NeckarValue
84K Followers 1K Following master money and live a meaningful life
Deep Sail Capital @DeepSailCapital
50K Followers 1K Following Quality, Growth, and Microcap Investor. Long/Short GARP Investment Fund, email: [email protected]
Railroad Ranch Capita.. @RailroadRanch
668 Followers 18 Following
OlivierColombo @OlivierColombo
3K Followers 322 Following Investor, Consultant, Corporate Advisor & Board Member My passion.....US MicroCaps ! Member of the https://t.co/HqZnZF3xNJ since April 2014
Caleb @calebwfrancis
41K Followers 722 Following @blckriflecoffee code Caleb • @metapcs code Caleb • @steelseries code Caleb • LYSM https://t.co/3IoXX6krA4 Business: [email protected]
Santangel's Review @SantangelReview
7K Followers 782 Following Organizer of the Santangel's Investor Forum, a private conference featuring undiscovered investors.
Jitse Groen @jitsegroen
13K Followers 15 Following Founder and CEO of Just Eat https://t.co/5hVy6jw8Ny.
Joe Boskovich @boskovic64
7K Followers 929 Following Partner at Old West Investment Management, LLC. Concentrated value investor, with a focus on owner manager run companies, special situations and spinoffs.
arjun⚡️murti @ArjunNMurti
15K Followers 546 Following energy macro/equities/policy⚡️ un-retired at Veriten ⚡️ publish @SuperSpiked, about the messy energy transition era ⚡️ pro capitalism, anti socialism
Jonah Lupton @JonahLupton
557K Followers 2K Following CEO/CIO at https://t.co/BgU67oTYtX - https://t.co/Z2k5DpcCBj (investing portfolio), https://t.co/PnPQ8HA1qa (trading portfolio), https://t.co/bkHuFy56di (both)
Doug Mohn @DougMohn
682 Followers 479 Following
SevenCornersCapital @sevencornerscap
800 Followers 687 Following Looking for multibaggers. Double Hoo. “Clout Chaser”. Firm Believer in American Exceptionalism 🇺🇲
nicole @nicolechirps
4K Followers 3K Following (she/her) @Pontera CMO | @carnegiemellon grad | opinions are my own
Minim @MinimSecure
1K Followers 1K Following Minim (#NASDAQ: $MINM) creates intelligent networking devices that help everyone do more with secure connectivity. #Motorola #WiFi #PoweredByMinim
Jeremy Hitchcock @jhitchco
6K Followers 431 Following Founder @newnorthventure @MinimSecure @Dyn @BookeryMHT, creating game changers with @lizesc #LiveFreeOrDie, @WPI '04 & trustee ✈️🇺🇸🚀
Elizabeth Hitchcock @lizesc
1K Followers 524 Following Nerd style in MHT. Blessed with kids- @bahitchco, @cehitchco, & @mjhitchco! Love @jhitchco! #luvMHT- @MinimSecure @BookeryMHT @StMarysBankCU @FactoryOnWillow
the10thman @the10thmanbb
8K Followers 312 Following Investor looking for the dissenting opinion. Author at The 10th Man.
Dilys Chan @DilysC
1K Followers 2K Following Editorial work by day | @HeritageToronto board member | Past life in TV at @BNNBloomberg.
diptoncapital @diptoncapital
1K Followers 626 Following Buyside. Searching for companies with unique, long-life assets which provide real value to their customers and which cannot be replicated or disrupted. DMs open
Brian Taylor @BTaylorUSA
410 Followers 712 Following BPT Investment Partners Long $BRK and $RICK (Not Investment Advice)
Rational Research @RationalResear
3K Followers 498 Following Searching for facts. Nothing here is investment advice.
🦷 Sunny 🦷 @DDSinvestor
2K Followers 1K Following I like teeth and stocks. Spreading financial literacy everywhere. My opinions are my own, not advice for anyone.
Philippe Laffont @plaffont
37K Followers 588 Following Investor, founder of Coatue Management, from seed to public, lifecycle investing, 7 year predictions. Anything outdoors. No investment advice. Views are my own.
Loch Eagle @locheaglelane
258 Followers 203 Following
Jason Hirschman @EightTrack180
9K Followers 806 Following Seeking undiscovered future high ROIC companies. Stock discussion is not investment advice.
Harris Perlman @OtterMarket
20K Followers 140 Following I don't want advice. I want to know what you're buying today.
Truth Blown Gutter Fu.. @CapitalDoomsday
101 Followers 2K Following Half insane mumbling of a fever dream
Jeff Moore @ragnarisapirate
6K Followers 1K Following Proud TSA prechecker since ~2016… I talk gooder than I tweet. #ESG is stupid. Here mostly for for real estate and stonks.
Tim Delaney @BoringPMGuy
864 Followers 502 Following Tweeting research & ideas -not investment advice. Always do your own work. This is not a solicitation. Do your own due diligence. I’m not an investment advisor
Alex Barrow 🪶 @MacroOps
28K Followers 1K Following Founder of https://t.co/4VCCRiFxm6 a macro research & trading service devoted to mastery in the game of investing. PM at Foundation Capital. Fmr USMC, DIA, FBI
Lin @sendoh34
1K Followers 825 Following Tech Analyst. Former Director of Research at Oaktree Capital. Personal Account. All tweets are about my personal investments.
Joe Frankenfield @SagaPartners
15K Followers 456 Following Portfolio Manager at Saga Partners. Long-term, fundamental, value investing.
RICK @sir_Richness
282 Followers 212 Following
Cautiously Optimistic @Tulip__Capital
126 Followers 266 Following There are an infinite number of halfway points from A to B
Jonathan Abenaim @jonnyabenaim
1K Followers 391 Following
Michael Mitchell @IgnoreNarrative
32K Followers 2K Following 3rd gen Oklahoman. Board member $FGF / $GFP.TO. Co-founder @childrensnoco w/ my amazing wife. All views are mine. Always do your own work.
Andy 🍕🏔️ @bizalmanac
8K Followers 425 Following 🧙Getting rich slowly | 🌆 Micro family office | 🏯quality x 🥦 growth x 👨🏭 owner-operator stonks | 🧘 Happiness snob | #BillsMafia | 🐉 Chaos is a ladder
Sahib Singh @sahibcantsingh
74K Followers 537 Following standup comedian and writer. TOUR DATES/Tix👇
Beth Kindig @Beth_Kindig
130K Followers 5K Following Investor with higher returns than Wall Street's Old Boys Club. Audited portfolio, automated hedge and free weekly analysis.
Ryan Henderson @CCM_Ryan
11K Followers 818 Following Podcast host @chitchatstocks // Growth & Content @finchat_io
Paul, not a CFA @Investmentideen
17K Followers 340 Following Tweets about illiquid small caps and value investing with a catalyst.
thurmj33 @thurmj33
968 Followers 1K Following
Restroworks @Restroworks
710 Followers 251 Following Unified restaurant technology platform partnering with global restaurant brands in their digital transformation.
Bespoke @bespokeinvest
206K Followers 905 Following Bespoke Investment Group - Financial Markets Research. Learn more here: https://t.co/cQM6mJs66OIt should be common IR practice for execs and directors to have TSR of companies they were previously associated with attached to bios. Doesn’t tell the whole story but would prevent me from wasting a ton of time performing that exercise manually.
Headline: Basic Fit Downgraded Because Analyst Can’t Perform Basic Math. BFIT will get back to steady state economics soon. At €400k EBITDA/club * 950 clubs = €380mm = 7x EBITDA. Long term potential is absolutely NOT priced in.
Kepler Cheuvreux raises PT for Basic-Fit while stating future growth is priced in. No mention that $BFIT trades for 3x sales...interesting what they consider priced in. How'd your long in WireCard work out KC??
Direct sourcing went from zero 20% in three years, the growing store and customer base has improved negotiating and operating leverage, and numerous competitors continue to shutter stores or go out of business altogether.
There have been numerous positive developments in a short time frame. As laid out in the proxy...unaided brand awareness +4 pct points to 19%, they mow have a real e-comm presence, merchandising improved with EDLP+ strategy...
Those numbers show the business reverting to 2019 sales and margin levels on a per-store basis
$HOME proxy from @CliffordSosin showing incredibly conservative estimates for normalized earnings power. H&F would be getting the company for <13x without any credit for improvements to the business over the last 18 months.
Took a break from the stocks today to hike a mountain to celebrate the launch of mine and @BoringPMGuy’s fund! Missing Tim here but he was there in spirit.
@BoringPMGuy and I recently launched a fund called Immersion Investment Partners. One of our largest positions is Basic-Fit, a European operator of budget fitness clubs and an infrequently mentioned stock on fintwit. Here's a brief overview... $bfit
Hosting a Twitter space with @davidhpolansky at 5:30 EST/ 2:30 PST to discuss $PAR earnings, the $HOME buyout and more. All $PAR enthusiasts and Bears are welcome. podcasts.apple.com/us/podcast/dav…
@DanielSLoeb1 If you have to model it then you’re wasting your time my g
Socialists never build institutions, they only hijack and take them over. They appropriate the political, cultural or economic capital created by others and spend it down to nothing.
$VVV Valvoline obviously benefited by a low comp from last March's decline, and a economy that is re-opening, but still $20% SSS growth - wow. Spin VIOC!
Yum! Brands is a long-time customer of $PAR tech hardware. They have made some recent investments in technology that I find interesting. Earlier this month they announced the acquisition of Kvantum, Inc, an AI-Based Consumer Insights Business. qsrmagazine.com/news/yum-brand…
Today, Yum acquired Tictuk Technologies, a leading Israeli omnichannel ordering and marketing platform company. qsrmagazine.com/news/yum-brand…
These announcements fit with comments by Yum’s CFO, Chris Turner, during the February earnings call. Supports the thesis that technology spending will continue to grow at restaurants. Which is good for $PAR
they "think about each element of the tech stack."
The bad news is Yum is testing a new (internally developed) POS system at Taco Bell. It would seem unlikely they would be a Brink customer anytime soon unless they fail. All my contacts within the restaurant industry have said it is incredibly hard to build a modern-day POS.
Brink remains the only cloud POS to have logos from 1,000+ unit operators. I doubt YUM led by a CTO with no prior restaurant experience will be able to execute. I’m sure @jonrice80 @Adam_Wyden @shortavocado would all bet within 18 months Yum! thinks outside the bun and outsources
"Everyone is a long term investor until the market punches them in the mouth." - Mike Tyson
Housing demand has more to do with a strong economy than low rates send tweet
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