LeftHandedOctopus
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ICYMI $RCM
Here is a new investment memo on a high conviction long idea $RCM. static1.squarespace.com/static/601ae5e…
Yet more of this silly narrative. There are NO "regulatory roadblocks." Waymo runs completely driverless cars in cities all over America. Zoox runs driverless cars *with no steering wheels* in San Francisco. The reason $TSLA isn't doing this is that FSD *DOESN'T RELIABLY WORK*!
As Tesla’s electric-vehicle sales have flattened this year, CEO Elon Musk has increasingly staked the company’s future on his vision for self-driving robotaxi. Now Musk may have the influence to help break through those regulatory roadblocks. More here: reut.rs/48MA5nB
Musk's talk of "others" being hurt more by Trump ending the $7,500 EV tax credit is idiotic. "Others" don't trade at a 100x PER & besides: -40% of $TSLA EV sales are in the US -Avg px will spike by 15% -Q3 Auto Gross Profit/unit: $7,000 👀 This is bullish if you're short.
$TSLA •Two Teslas, the Model Y and Model S, make the most dangerous cars list despite Tesla’s advanced driver-assist technology •Tesla also has the highest fatal accident rate by brand, followed by Kia, Buick, Dodge, and Hyundai iseecars.com/most-dangerous…
not sure where $TSLA bulls get their facts but teslas are not safe at all despite all their "tech", its in quotations bc they have no tech.
Ag equipment prices have only gone down y/y twice in the last 50 years. $CNH is under levered and does 30% ROEs at/near the bottom of a cycle. Its quality is underestimated....6x earnings.
"New CEO Gerrit Marx's comments seemed to indicate the Construction unit isn't core to $CNH's portfolio and that the company could explore strategic options. A potential decision may come at its investor day in early 2025."
Ag equipment prices have only gone down y/y twice in the last 50 years. $CNH is under levered and does 30% ROEs at/near the bottom of a cycle. Its quality is underestimated....6x earnings.
Good time to revisit $GFF if not involved. I think HBP margins will expand again in the current Q ("couple hundred bps" steel headwind abates/flips, ") & rev. growth accelerates ("we saw a trend from May-June of slowing..things looking better in July") HBP comm.=will grow Q/Q+Y/Y
$CNH - Greenlight's David Einhorn pitches CNH Industrial as long at conference seekingalpha.com/news/4287134-g…
Legacy Housing $LEGH has grown BVPS at a 16.8% CAGR over the last 5 years. Still only at ~1.3x BVPS and has an underlevered b/s that could potentially drive faster growth in the future.
ROE should increase as $MBG works down its ~€30b of industrial excess cash / investments through dividends and a more aggressive share repurchase program
That valuation gap is big enough to drive a tractor through $CNH $DE
Aug. Census Bureau MH data out - closing back in on 100k units shipped on a TTM basis. Nice to have the industry tailwind back. $ECN $LEGH
$GFF debunking the short case for the Nth Q in a row with EBITDA margin expansion in HBP segment.
Very curious how this plays out. About 97% of $PRKS total shares outstanding (post buy back) are owned by the top 10 "long term" shareholders and passive owners. (~54.4mm out of ~55.9mm). Yet there are still ~7.3mm shares sold short? How are 900k shares trading per day?
Sheesh...the momentum factor/value factor is absolutely blowing out post election. Not what I would have expected...the most expensive cohort of stocks/recent winners going absolutely bonkers and Value is still meh. Now a 75%+ spread YTD.
LA … the day is finally here! Rides are now open to everyone in beautiful, sunny La-La Land. ✨No waitlists or invite codes required. Download and ride today → waymo.com/blog/2024/11/w…
13 days of average volume to cover short interest which had spiked recently. No idea what the short thesis would be at this point with renegotiations out of the way and strong guide even with whacky Oct. for sports books. Rare growth+margin profile. $GENI
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