CapitalWildfire

I hate risk, but I love share buybacks!

No investment advice; only sharing my own thoughts...

[CapitalWildfire @CapitalWildfire]

Actions that make Brad Southern of $LPX Louisiana Pacific an Outsider CEO:

[The Iconoclast @EliYohanan]

$CPRT Is genuinely one of my favorite companies which I own, but the market doesn't agree with me on that, and I'm down -30% on my position. This is the kind of positions you want the add on the way up, not down. I'll wait for next 1-2 quarters to decide about increasing my stake

[CapitalWildfire @CapitalWildfire]

@Pedro_Ort_Sch $SCI increased the existing share buyback programme

[Rene Sellmann @ReneSellmann]

Good life advice from Eventim's CEO:

What is your business philosophy?

“To be clear and transparent in business and fair in human relationships. It makes you assessable, which comes with a lot of advantages.” - Klaus-Peter Schulenberg in a 2021 interview

[CapitalWildfire @CapitalWildfire]

@Pedro_Ort_Sch Very good!

[CapitalWildfire @CapitalWildfire]

@Pedro_Ort_Sch ok thx

[CapitalWildfire @CapitalWildfire]

@absreturnchaser with no financial debt

[Pedro Ortiz @Pedro_Ort_Sch]

El mercado ofrece MC Funeral por encima del 6,5% de FCF yield...

Negocio estable y con una asignación de capital decente (desde 2023 ha retirado de circulación más del 8% de las acciones) y disciplinada (no hacen M&A por menos del 15% de TIR).

$SCI

[Will Biddy @WillBiddy_]

$CPRT management is REALLY leaning into share repurchases.

They bought back $1.63B worth of shares just last quarter. That's ~3.6% of the entire company!

Keep in mind this company has a market cap of $32B with $4.2B in cash, $0 in debt, and billions of dollars in fully owned land.

[CapitalWildfire @CapitalWildfire]

@hedge_simply @WallStRollup @grok @grok now you can compare once again ;)

[Sidecar Investor @sidecarcap]

Companies like NVR are a Rorschach test for investors.

No guidance
…earnings calls
…conferences
…CEO media appearances

It’s easy to believe they aren’t transparent or shareholder friendly.

Perhaps the real question should be; how valuable are those things?

[Daniel Sperling-Horowitz @dwshorowitz]

$NVR shares outstanding. $11.13 per share on 4/1/1996, $5,563.62 per share today. This is what happens when your business model is durable and generates consistent FCF through the cycle.

[CapitalWildfire @CapitalWildfire]

@ReneSellmann Only companies in a duopoly with significant economies of scale, but below 10 Bio. market cap

[CapitalWildfire @CapitalWildfire]

I am really confused about the latest 13F filings.

Money managers get big paychecks buying the same stocks every retail investor owns....

$GOOG $MCO $SPGI $AAPL $MSCI $V $MA

[CapitalWildfire @CapitalWildfire]

@European_DGI @alozer17 "most of the people ignore?"

[CapitalWildfire @CapitalWildfire]

@MattJMcClintock Only question for me: Where is the big junk of cash they talked about for the buybacks??

[52 Week Low @fiftytwoweeklow]

Very bummed as a longtime $BLD shareholder. Was a super shareholder friendly stock, capital light with great mgmt and good ROIC. It was a forever hold and they sold out for reasons unknown. Didn’t need the money.

Investment bankers win again

[CapitalWildfire @CapitalWildfire]

@fiftytwoweeklow feeling vary bad for the deal ... they do not need the deal

[Vrushabh Bhangod @Vrushabh3211]

$QXO to buy insulation company TopBuild in $17bn deal https://t.co/bljmraWYvN