Investing
Joined August 2010
- Tweets 465
- Following 787
- Followers 2,825
- Likes 14,195
170 Photos and videos
Read Capital retweeted
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Read Capital retweeted
5 Jun 2025
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.
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19 May 2025
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
3 May 2025
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
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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
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31 Jan 2024
"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
14 Jul 2023
How it started, how it’s going
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Read Capital retweeted
23 Apr 2023
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…
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17 Apr 2023
Early Buffett had different management fee structures for his limited partners depending on risk appetite.
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Read Capital retweeted
9 Apr 2023
Here are all the cheap (and free) resources that were mentioned. Thanks to everyone who shared! 🙏
6 Apr 2023
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?
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13 Dec 2022
Organic growth -
"the negative organic growth is primarily a result of high organic growth for the 2021 comparison periods, in particular in Q3 2021 due to a settlement from a customer related to termination of future services"
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