Mikro Kap David
@david_katunaricturning over micro rocks and sharing my discoveries || there's always a cheap market somewhere || not investment advice
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If you're interested in going outside of Wall Street, here are 15 indicators I frequently use to detect illiquidity and obscureness 1) low free-float adjusted market-cap I prefer market caps of below 100M. However, a 350M company like $RCS.MI, which is 75% owned...
Meanwhile Druck: Wake up at 4 -> cup of coffee -> Bloomberg
Meet Lex Fridman. He is a research scientist at MIT. His side hustle is a podcast with over 4 million subscribers. The amount of work he gets done in a single day is shocking. Here's a breakdown of his routine (to do this to be in the top 1%):
This was one of the best interviews I've listened to in a long, long time. Incidentally, Dan Rolly talks about Horizon Kinetics, Murray Stahl, and $TPL in the latest letter for Maran Capital: mcusercontent.com/4522df4fcbfa5b…
Larry has had more (multi multi) "baggers" than any investor I know of
This is the first public video interview Larry has ever done. We discussed many topics and many stocks, including: -how he bought 100 shares of $TPL at the age of 13 -how junk bonds were invented -how he found a stock with a P/E of less than 1x -what he learned from Phil Fisher…
Fintwit giveth, Fintwit taketh away
No opinion on the business but this feels like the most consensus long on Fintwit (my feed) I've seen since HAYPP. Who knows, maybe it's different this time
Mother texted me about bitcoin today. For the first time ever. This market is so fucking dangerous.
At the Sidoti Micro Cap Conference this morning, John Kiernan spoke more than usual about the land monetization prospects for $ALCO Something is brewing, I think: "We've identified a handful of properties that we own, that in the near to mid-term may be better suited, from the…
This is the first public video interview Larry has ever done. We discussed many topics and many stocks, including: -how he bought 100 shares of $TPL at the age of 13 -how junk bonds were invented -how he found a stock with a P/E of less than 1x -what he learned from Phil Fisher…
I believe there's more than a few of you who'll enjoy this interview. It is now out at the usual place❗️
Out tomorrow❗️
Next week, I will speak with Larry Goldstein of Santa Monica Partners. He is possibly the man who has turned over more (micro) rocks than any living investor. If you have any queries or topic recommendations, please leave a comment and I might include them. It will be out at…
It's weird that there's still no news on $CARD.L US partnership
Is there such thing as a Fintwit sabbatical until 2021 vibes fade?
I wrote more on this earlier this year, in the blog post titled Serial HVACquirer
The best investors bend the rules or make new ones, but there are two inevitable market fundamentals that no one can alter: 1. price drives narrative 2. everybody gets what they want out of the market
$RCS.MI announced 9M 2024 results today, and it was business as usual for cost-conscious Cairo: -revenue decreased 0.5% driven by 2.7% decline in publishing -EBITDA up 12% YoY thanks to improved margins on digital as well as decline in lower paper costs✔️ -net income up 15.5%…
Types of businesses Fintwit is willing to pay 20x sales for atm
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Who to follow
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Dalius - Special Sits
@InvestSpecial -
Paul, not a CFA
@Investmentideen -
Laughing Water Capital
@LaughingH20Cap -
AmadeusValue
@AmadeusValue -
Deep Value Situations
@DV_Situations -
Value Punks
@valuepunks -
Dirtcheapstocks
@dirtcheapstocks -
Saesch
@SaeschInv -
Generals & Workouts
@gw_investing -
Firm Returns
@FirmReturns -
Tristan
@hurdle_rate -
Luke Wolgram🔥
@LukeWolgram -
Harris Perlman
@OtterMarket -
𝗙𝗮𝗶𝗿𝗹𝗶𝗴𝗵𝘁 𝗖𝗮𝗽𝗶𝘁𝗮𝗹
@Fairlight_Cap -
Dede Eyesan
@dede_eyesan
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