Elliot Beutel

Investor, Dad to Austin & Jack, grocery store maven, Go Blue forever

[Elliot Beutel @ElliotBeutel]

@LynAldenContact Not a big government guy but if we’re calling it a population level mental health issue and they’re expected to foot the bill then I think they’re allowed to try some things

[Elliot Beutel @ElliotBeutel]

Havent seen procurement scoring or contract details yet but the $PBL.TO release on Colorado is huge news. If its true iLottery and they beat Neo and Aristocrat then its massively bullish. Especially from $17+ where it is now.

[Elliot Beutel @ElliotBeutel]

@rainbowroll2016 Of course depends on project buildout cost and timeline and extent of (if any) dilution to finance it but these projects should be very accretive to CFPS and diversification and size should help expand multiple too

I don’t think $25+ over next couple years is aggressive at all

[Elliot Beutel @ElliotBeutel]

After a long wait it really feels like $PIF.TO is turning a corner. Exciting annoucement on possible Mexico expansion. The next couple years should be good ones!

[Elliot Beutel @ElliotBeutel]

@SECBarstool @CSOonX Uconn or Rutgers. Large, alumni base in richest part of country that is dominant in other sports and alumni don’t really care about CFB. From part of country that doesn’t produce much talent.

[Elliot Beutel @ElliotBeutel]

About the roughest quarter and call combo I’ve ever heard out of $HAI.to today. 20% EBITDA target now punched out 4 years from when first announced.

The contrast from what was said following Q4 just 5 months ago is incredible. Yikes

[Elliot Beutel @ElliotBeutel]

@TomSmith839 Would get Nicaragua below 40% along with PR

Don’t need returns here like they were shooting for elsewhere. 11-12% unlevered IRR should be fine in a good jurisdiction like Mexico

Won’t happen overnight. But for now some multiple expansion on a rosier outlook is long overdue

[Elliot Beutel @ElliotBeutel]

@DerekDossbhrn @bluecrue_MI @nelson_brands Sounds like we both believe actions have consequences. Even if we don’t agree on which rules are good ones, they exist.

[Elliot Beutel @ElliotBeutel]

@DerekDossbhrn @bluecrue_MI @nelson_brands Sounds super fucked up. Glad they did what was right.

If not there could be more recruiting illegal recruiting going on to this day!

[Elliot Beutel @ElliotBeutel]

@TurtleNeckCap @BlessYourGrind There’s more of us. $HDSN

[Elliot Beutel @ElliotBeutel]

@KingDivock3 Group of Life

[Elliot Beutel @ElliotBeutel]

@ecommerceshares @eric_seufert I don’t know the TTD case specifically but it’s probably 2 actual CFOs who resigned with 2 interims. https://t.co/yDhIY2Fd55 had similar in 23-24 and looked messier than it was. Can’t remember whether they had 3 or 4 though.

[Elliot Beutel @ElliotBeutel]

ATMs are so tacky. Not saying it’s a bad call by $GOOG. But an ATM? Yuck

[Elliot Beutel @ElliotBeutel]

@qcapital2020 Nah it’s just no faith in fiat.

Will only break if treasuries truly get crushed and yield fly. Like 6% 10y.

Even if AI ROI doesn’t pan out and Capex drops leading to recession the play would be to print and nominally inflate away serious pain rather than a hard reset.

[Elliot Beutel @ElliotBeutel]

@HousewivesHub We can’t let Amanda distract everyone from the fact Katie is still the worst person in Bravo history!!

[Elliot Beutel @ElliotBeutel]

@ecommerceshares @stevehou If by macro you mean bearishness sure.

For many macro has meant belief in managed downside, fiscal stimulus and deregulation that have all helped earnings and markets.

[Elliot Beutel @ElliotBeutel]

@DavidSacks @FreightAlley Never seen a revenue payback period before. How about a profitability metric?

[Elliot Beutel @ElliotBeutel]

$FFH.to reaction was wild today. Added to position for first time since initiating in 2020.

Trading at less than 13x dividend/interest income alone.

[Elliot Beutel @ElliotBeutel]

@InversorInforma I think this was the last of a fund getting out (think Mawer) and so hopefully some major selling pressure is now gone

[Elliot Beutel @ElliotBeutel]

First time since war started i've seen out month oil futures (Sept&Oct26) move higher in a day than front month. Interesting.