Dirtcheapstocks @dirtcheapstocks Twitter Profile | Xstalk

Dirtcheapstocks

@dirtcheapstocks

Trying to find cheap stocks. Win or lose, I must enjoy the journey. Not investment advice.

337Posts 24KFollowers 225Following

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Dirtcheapstocks

@dirtcheapstocks

13 Nov

Here's one. A Well-Capitalized Bank Trading at 18% of Book Value Find it in the usual place.

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Dirtcheapstocks

@dirtcheapstocks

4 Nov

The prescribed path leads to the median outcome.

Dirtcheapstocks

@dirtcheapstocks

23 Oct

Is this cheap enough? 12% Dividend Yield, 80% EBIT Margins, Durable Business, 7x Earnings. Find it in the usual place.

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Dirtcheapstocks

@dirtcheapstocks

8 Oct

My Net-Net Strategy Cash rich, consistently profitable, debt free net-nets. Find it in the usual place.

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Dirtcheapstocks

@dirtcheapstocks

8 Oct

Larry Goldstein achieved a 16% CAGR over 40 years. Joe Raymond saw the legend first hand and shares his experience. "Letters to Partners" was the best book I read this year.

Joe Raymond

6 Oct

Thanks for the kind words, @turtlebay_io Below are some thoughts on Larry and SMP.

Dirtcheapstocks

@dirtcheapstocks

7 Oct

Really cool additional data here. Looking forward to this book.

Brett G

@brettgardner_10

7 Oct

Timely Clothes was in the first draft of Buffett's Early Investments (amzn.to/3NhzUGT). I stripped it out because three net-nets that didn't work out was too much. I was going to post the full chapter in a few weeks, but this 1951 investment became topical, so I'll post a…

Dirtcheapstocks

@dirtcheapstocks

7 Oct

Here's an early Warren Buffett investment. A Graham style net-net. Timely Clothes - 1951 - $1.8MM market cap - 6.4x Earnings - 59% of NCAV - 7.7% Dividend Yield

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Dirtcheapstocks

@dirtcheapstocks

3 Oct

Great article. Buffett sold GEICO to buy Western Insurance. Valuation: - 1x Earnings - 45% of book value Position was > 50% of his portfolio. Stock returned 160% in 18 months.

Ian Cassel

2 Oct

In 1951, at the age of 21, Warren Buffett put 53% of his portfolio into GEICO and wrote up his thesis in The Commercial and Financial Chronicle. Buffett would make a quick 50% return in a year - turning $10,282 ($122,000 in today’s dollars) into $15,259 ($180,000). Not bad for a…

Dirtcheapstocks

@dirtcheapstocks

2 Oct

The longer I invest, the fewer businesses I understand.

Dirtcheapstocks

@dirtcheapstocks

1 Oct

New write up! Updates on Profiled Securities - Part 2 Find it in the usual place.

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Dirtcheapstocks

@dirtcheapstocks

26 Sep

I'm obsessed with unlikely investors: - At age 5 he could speak ~20 words. - Routinely got in fist fights in school. - Cursed out a Rabbi at age 12. You'd be crazy to bet on him. No outside capital. Just one guy buying stocks. Built a $100MM portfolio in 30 years. Legend.

Ian Cassel

24 Sep

Jason Hirschman is on my Mount Rushmore of private investors. Why? He is one of the few private investors that has turned a small personal portfolio into a large nine figure portfolio from stock picking. Enjoy this conversation with @EightTrack180 microcapclub.com/a-conversation…

Dirtcheapstocks

@dirtcheapstocks

24 Sep

The best interview I listened to this year. Jason is a microcap legend and a hell of a nice guy. There are like 10 golden nuggets in here.

Ian Cassel

24 Sep

Jason Hirschman is on my Mount Rushmore of private investors. Why? He is one of the few private investors that has turned a small personal portfolio into a large nine figure portfolio from stock picking. Enjoy this conversation with @EightTrack180 microcapclub.com/a-conversation…

Dirtcheapstocks

@dirtcheapstocks

17 Sep

Interesting note: Buffett was worth ~$8MM at this point. Delta Duck would've been 0.4% of his book. But he takes the call, gets the numbers, does the work, borrows the money. The man was addicted to bargains, no matter the size.

Dirtcheapstocks

@dirtcheapstocks

16 Sep

Warren Buffett bought a share of Delta Duck Club for $29,000 in 1966. - Market cap: $2.8 million - 1x earnings net of cash - 13% dividend yield - Oil field was active until 2018

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Nothing I say/tweet/emoji is investment advice, and is solely for entertainment only. Always DYODD, I am not your fiduciary!

Jeremy Raper

@puppyeh1

Writer | Investor | Listener || ~ There are no great businesses, only great bets. Nothing you read here is investment advice. Read 👉 https://t.co/rVOdJUnxQI

Brandon Beylo

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$XPEL 20X
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Luke Wolgram🔥

@LukeWolgram

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Soy una persona extrovertida que le gusta disfrutar con amigos y familia. Me gusta saber constantemente que esta pasando en el mundo.

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La fuerza dominante en el universo es la belleza.

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Nothing I say/tweet/emoji is investment advice, and is solely for entertainment only. Always DYODD, I am not your fiduciary!

Jeremy Raper

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Focused Compounding / Podcast 🎙/ We spend 99% of our time focused on the 1% of stocks every other fund ignores - All with $GEOFF Gannon. Not advice. DYODD.

Andrew Kuhn

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I help you find value stocks in Asia. I'm the author of the "Asian Century Stocks" Substack (https://t.co/SECHidnjZ4).

Michael Fritzell (Asian Century Stocks)

@MikeFritzell

Owner of TSOH Investment Research (long-term equity research with 100% portfolio transparency) and the author of "Buffett and Munger Unscripted".

Alex Morris (TSOH Investment Research)

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I don't want advice. I want to know what you're buying today.

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Luke Wolgram🔥

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Tweets are informational only, never investment advice.

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@SchoeppnerMark

/ 2,000 college kids have called me their landlord + many other names / professional $ borrower / ultra marathoner / luke 12:48 /

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Value investor. Private equity firm partner. Host of the Compounders Podcast. No investment advice.

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@DheerajNam

Head of Partnerships for Finance & Business Content @ Substack
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I don't say much, but when I do it's usually worthwhile. Surrounding myself with good people looking to make a contribution. No one has a monopoly on ideas.

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hustling for the watermelon shakes

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