Tim Zanghi

[Tim Zanghi @CigarButtz]

@TidefallCapital Sucralose is remarkably safe. Caffeine in reasonable doses is also safe for most.

[Tim Zanghi @CigarButtz]

@Tangible_Bruce @vitaliyk Geico was also never on this list for Buffett as evidenced by its near collapse in the 70s. Insurance could never be considered a business that could be run by an idiot because of the underwriting and use of leverage.

[Tim Zanghi @CigarButtz]

@RealRyanHess @leftcoastbsbl Yea the current system definitely concentrates top talent at specific schools, but it seems to come along with some sort of motivational or consistency issues as evidenced by all of the SEC flops in regionals and LSU’s regular season.

[Tim Zanghi @CigarButtz]

@RealRyanHess @leftcoastbsbl Little Rock, Cal Poly, and Troy all in supers this year. Coastal in the finals last year. Not the best evidence that small schools can no longer compete.

[Tim Zanghi @CigarButtz]

https://t.co/w6WhH29kgb

$GPW.WA

[Tim Zanghi @CigarButtz]

@FocusedCompound $GEOFF valuing $MSTR is can’t miss podcasting.

[Tim Zanghi @CigarButtz]

@Larryjamieson_ Decent amount of amortization about to hit if they ever release the trading system, but at the same time, FCF should inflect up. Interesting time.

[Tim Zanghi @CigarButtz]

@Larryjamieson_ The Davis Triple Play.

[Tim Zanghi @CigarButtz]

@lhamtil One of the best college teams of all time I believe.

[Tim Zanghi @CigarButtz]

@Tangible_Bruce Sign me up for a soulless 25% any day.

[Tim Zanghi @CigarButtz]

@ValleyFallsRI <40x EV to Q1 EBIT??

[Tim Zanghi @CigarButtz]

@puppyeh1 @curtismakes This seems rational to me. Don’t risk what you need for what you don’t need. How much better does life get from $100M—>$1B?

[Tim Zanghi @CigarButtz]

@twaddle_inc @CDInewsletter Best shake on the market. That’s a steal.

[Tim Zanghi @CigarButtz]

@RogerLowenstein Also occurring at a time where there is a valuation that currently favors the S&P over Berkshire in this measurement.

[Tim Zanghi @CigarButtz]

@returnoncap Price.

[Tim Zanghi @CigarButtz]

@evfcfaddict And still at a ~21 p/e.

[Tim Zanghi @CigarButtz]

@TreyHenninger Great results. Wondering if they intend to creep back to 10x leverage like they were in 2024 or if they intend to maintain 11-12x as current.

[Tim Zanghi @CigarButtz]

@Divergent7651 Value without a catalyst works.

[Tim Zanghi @CigarButtz]

@Capt_GN Round 3

[Unicus @UnicusResearch]

🚨New Bank short report alert: We are publishing a short report on a ~$5B+ regional bank.

Our call report analysis identifies ballooning nonaccruals concentrated in a specific origination vintage that is not performing.

We expect charge-offs to spike in the second half of 2026 and reported earnings to compress materially.

To become our client, email [email protected].