ValueInvestorMasochist

efficient market non-believer

[ValueInvestorMasochist @CheapStockGuy]

@spikebrehm It’s called the Irish Riviera for a reason

[ValueInvestorMasochist @CheapStockGuy]

@Arya__Deniz Seems like it is slowly being derisked with the PIPC data breach fine of $410m (less bad than feared) and sales beginning to reaccelerate month over month. Should be back to business as usual sooner than later with the Korean economy tailwind as a boost.

[ValueInvestorMasochist @CheapStockGuy]

@oilgastourist Any idea what's driving $TBN price action today? Not seeing any news.

[ValueInvestorMasochist @CheapStockGuy]

@CapitalOnValue @chipperPat Right of first refusal only applies if $AIN is being acquired by a competitor to Safran. Leaves plenty of strategic acquirers and private equity firms as options.

[ValueInvestorMasochist @CheapStockGuy]

@cfrischer1 When is the next blog post after June 3rd?

[ValueInvestorMasochist @CheapStockGuy]

@chipperPat Do you think New Enviri $NVRI trades poorly out of the gate? I’d be thrilled to buy shares from algorithmic selling.

[ValueInvestorMasochist @CheapStockGuy]

@CousinGraig Worked extremely well for $RTX post GTF grounding issue.

[ValueInvestorMasochist @CheapStockGuy]

@ACapitalLP Any view of what Aurora is worth or the right valuation multiple? Current EV implies $3 per share in Aurora value. That feels very cheap for a growing business.

[ValueInvestorMasochist @CheapStockGuy]

@MudlarkCapital What do you think the special div comes in at? $3 implied value for remaining $NVRI seems very cheap.

[ValueInvestorMasochist @CheapStockGuy]

@evrgn11112231 As a total tourist here, wouldn’t the accelerating sales growth validate the CapEx investments they’re making? Or is that too simplified of a way to look at it?Remarkable a company this big can grow top line 33% organically.

[ValueInvestorMasochist @CheapStockGuy]

@cfrischer1 When is the next blog post expected from Chairman Carr? Or is that not relevant if a deal comes together and is announced separately? Appreciate the insight.

[ValueInvestorMasochist @CheapStockGuy]

@DurableCreators There’s not, but management will die on a hill to suggest the businesses cannot be separated. Pure ES would trade at a much higher multiple.

[ValueInvestorMasochist @CheapStockGuy]

@markflowchatter Any insight into the path for a potential NPRM with this congressional headwind? Appreciate the insight.

[ValueInvestorMasochist @CheapStockGuy]

@LaughingH20Cap What’s your current estimation for the MHz/pop price of $NN spectrum? Seems to only be going higher with all transpiring around the world and developments in space.

[ValueInvestorMasochist @CheapStockGuy]

@InvestSpecial Where was it indicated $NVRI management expected near the high end of distribution range? Seems like extra costs associated with rail so need a larger buffer. Curious to hear thoughts on this.

[ValueInvestorMasochist @CheapStockGuy]

@cjzebra132 Market clearly thinks it is for $HTLD based on how the stock is trading today.

[ValueInvestorMasochist @CheapStockGuy]

@markflowchatter Does anyone have access to the $NN report? Would greatly appreciate a dm, thank you

[ValueInvestorMasochist @CheapStockGuy]

$NN did something leak? My understanding was blog post supposed to be tomorrow.

[ValueInvestorMasochist @CheapStockGuy]

@FishOnCapital Any incremental view on the sell-off from yesterday?

[ValueInvestorMasochist @CheapStockGuy]

@evrgn11112231 @based16z What do you think creates this psychological disconnect with $META every few years that leads to these large price discolorations? I’m happy to keep buying lower.