Dash Dashington

Buyside vet. Looking to educate and learn. Core Beliefs: EPS drives value; moats drive duration; Avoid blowups & target 15% IRR.

[Dash Dashington @AlwaysBeBullish]

@thecashman22 @CapitalJurassic Voltage is buys Jenbacher / Innio group. Much less cat.

[Dash Dashington @AlwaysBeBullish]

@breadcrumbsre You have to have a view on where the downside is. If the downside is negative fcf, you hoard cash. Otherwise spec div.
Most management teams haven’t a clue is my guess. Inertia is powerful and they make more on salary than 1% increase in stock cagr.

[Dash Dashington @AlwaysBeBullish]

@blueprintsmb22 The great irony is most fund managers own mostly etfs in their own accounts. Whether due to compliance or risk, it’s an interesting barometer.

[Dash Dashington @AlwaysBeBullish]

@MrMojoRisinX Always interesting to see fund on fund combat.

[Dash Dashington @AlwaysBeBullish]

@hfreflection Macro macro macro.
Confusing marketing messages for alpha generation.

[Dash Dashington @AlwaysBeBullish]

@Twasluck1 Farmer income ok for land owners. Tough for renters.
No real view on land values but not falling.

[Dash Dashington @AlwaysBeBullish]

@Twasluck1 Cycle is bottoming. Farmer income not robust enough for a big ordering cycle today, especially if ferts stay high into 2026/27 season.
Hard to see upside to numbers in short term but $DE is running full out on production.

[Dash Dashington @AlwaysBeBullish]

@orrdavid Short $cf, buy puts $vg
Offset long $mos.

[Dash Dashington @AlwaysBeBullish]

@MrMojoRisinX 🎯

[Dash Dashington @AlwaysBeBullish]

@AKWilk Nuanced view:
1) on + side they seem to be sandbaggging the year.
2) longer term the have been underinvesting and they probably need a caoex cycle. Modular’s can’t last forever…
3) New Chair a breath of fresh air.

[Dash Dashington @AlwaysBeBullish]

@absreturnchaser It’s been that way since 2006-7 and probably earlier. Panic has picked up since 2014…

[Dash Dashington @AlwaysBeBullish]

@gregoryblotnick “Body Language”

[Dash Dashington @AlwaysBeBullish]

@arafatmunshi_ @anishmoonka Far more coding than “strategy”

[Dash Dashington @AlwaysBeBullish]

@pmje73 Being humble in the industry is under-rated. We all live in a glass house.

[Dash Dashington @AlwaysBeBullish]

@thepupil11 $CNXC and teleperformance.

Staffing companies hit on ai competition and by less hiring which to this point has been less ai and more covid overhang imo.

[Dash Dashington @AlwaysBeBullish]

@varunv_malhotra Yeah doesn’t seem necessarily cheap.

[Dash Dashington @AlwaysBeBullish]

@buccocapital They borrow and spend the balance sheet.

[Dash Dashington @AlwaysBeBullish]

@taobanker Seat-based revenue models at risk. TBD.

[Dash Dashington @AlwaysBeBullish]

@Larryjamieson_ Where did they claim 40% inaccurate?

[Dash Dashington @AlwaysBeBullish]

@BarbarianCap Son of an Oregon senator?
Say it ain’t so.