Business Owner / Capital Allocator

Simple value investor sharing his lessons/ideas/thoughts with other people interested in the art of investing. Book lover, Overthinker, Methodology freak

[Business Owner / Capital Allocator @BOCapAll]

@MattPetersonCFA My strategy is not to invest in them. :))))

[Business Owner / Capital Allocator @BOCapAll]

@JonCukierwar @sergioattila75 I feel like doing an earnings call, which is based on an invite and not releasing a transcript of that call for everyone to read, is the definition of asymmetric information, and EU laws, especially Market Abuse Regulation, would have a lot to say about that, not to mention WSE.

[Business Owner / Capital Allocator @BOCapAll]

@Sky_Hustle I agree that using DCF gives you a few variable to play with. However, margins for example are just approximations of an information value. Change in expected margins can come from a lot of places. Not to mention there is a lot of combinations that give you same result in the DCF

[Special Situations 🌐 Research Newsletter (Jay) @SpecialSitsNews]

Wake up mama, new definition of EBITDA just came out!

[Business Owner / Capital Allocator @BOCapAll]

@HedgieMarkets I do not get the test. Did those people had opposite knowledge and agreed anyway or was it at least a little bit obvious that AI is using faulty logic? Because if it was only about them not having any knowledge of the problem and excepting the answer, I would likely do the same.

[Business Owner / Capital Allocator @BOCapAll]

@SpecialSitsNews Still same BS earnings as before xD

[Business Owner / Capital Allocator @BOCapAll]

@yieldsearcher @SpecialSitsNews Only past 3 weeks? Try past 3 years.

[Business Owner / Capital Allocator @BOCapAll]

@horacekpetr22 Ani to nemusím hledat a tipnu si, že současná španělská vláda je od středu doleva. :)))

[Business Owner / Capital Allocator @BOCapAll]

@BoringBiz_ That is like saying that a computer is useless for work because you can play games on it. It is up to you how you use your tools...

[Business Owner / Capital Allocator @BOCapAll]

@ales_vavra @DenisMandok Chápu to správně, že se zvyšovaly ceny produktů kvůli clům a teď ty řetězce potenciálně dostanou zaplacené zpětně odvody z těch cel?

[Business Owner / Capital Allocator @BOCapAll]

@horacekpetr22 @TVranka @Marek_Nemky Burry doporučoval Molina Heathcare a taky to nebyl zrovna povedený tah nakoupit po jeho doporučení. Stane se.

[Business Owner / Capital Allocator @BOCapAll]

@MattPetersonCFA It is like the question if a company is inside your circle of competence. If you have to ask, it is not. Same goes for being ready.

[Business Owner / Capital Allocator @BOCapAll]

@F_Compounders So Icahn is the true GOAT?

[Business Owner / Capital Allocator @BOCapAll]

@HedgieMarkets Still criminally underfollowed. You deserve at least 100k ;). Keep up the good work!

[Business Owner / Capital Allocator @BOCapAll]

@charliebilello You are missing an option "all of the above"

[Business Owner / Capital Allocator @BOCapAll]

@AKWilk I think this advice is meant for small retail investors not to every investor. If you do not really understand business models and financial you should focus on things you do understand about a company and could asign a value to it.

[Business Owner / Capital Allocator @BOCapAll]

It is about the value you bring, not the price people have to pay.
https://t.co/l9a4E7u38o

[Business Owner / Capital Allocator @BOCapAll]

@mjmauboussin @Dan1elPlainview Well, we have AI, everyone is reading performatively at this point :))

[Business Owner / Capital Allocator @BOCapAll]

@VJ_Rabindranath Well, with the AI, the information edge is definitely out of the window...