Jonathon Fite

Managing Partner - KMF Investments (A Pure Pay-for-Performance Value Investing Partnership)

[Jonathon Fite @Fite_Jonathon]

@enriqueabeyta @sonusvarghese Thoughts on Talen $TLN here? Great call a couple years ago and lots of puts and takes since...

[Jonathon Fite @Fite_Jonathon]

@_The_Prophet__ Now write something without AI

[Jonathon Fite @Fite_Jonathon]

@realroseceline @_balaji_km It’s not a function of deduct - but adjust. A lot of R&D and sales/marketing expenses have a useful life beyond one year but are fully expensed on the income statement. This depresses earnings and hikes the p/e multiple for companies investing in non-capex driven growth

[Jonathon Fite @Fite_Jonathon]

@breadcrumbsre 12+ years of consumption in the barrel vs 18-24 months preboom. It’s definitely going to be a while

[Jonathon Fite @Fite_Jonathon]

@visionergeo How is there any strategic military infrastructure left?

[Jonathon Fite @Fite_Jonathon]

@realroseceline The first law of thermodynamics is an application of the law of conservation of energy to thermodynamic systems. It states that energy cannot be created or destroyed, only transformed from one form to another

[Jonathon Fite @Fite_Jonathon]

@BillBrewsterTBB @FriendlyCapMgmt Great comments

[Jonathon Fite @Fite_Jonathon]

@globalvaluehunt Congratulations Tim. So great to see you and the fund doing so well

[Jonathon Fite @Fite_Jonathon]

@RyanDetrick @sonusvarghese True for US, not true for
Non US markets, but those started at much lower valuations a year ago. See charts from recent WAYT

https://t.co/LOTN8uh6X2

[Jonathon Fite @Fite_Jonathon]

@brl11 Great follow up from your research this summer

[Jonathon Fite @Fite_Jonathon]

@ChrisBloomstran @PDFSanDiego Funny

[Jonathon Fite @Fite_Jonathon]

@porterstansb How does your household debt exposure sync with this data from Wolfe and Haver (shared on yesterdays compound and friends pod

[Jonathon Fite @Fite_Jonathon]

@GoldSeabridge So Seabridge doesn’t have jurisdictional risk?

https://t.co/uH1L9Y0m51.

[Jonathon Fite @Fite_Jonathon]

@ArkRazorbacks @AloyWehiwa If only he could turn a routine double play

[Jonathon Fite @Fite_Jonathon]

@BillBrewsterTBB 1.6X just about

[Jonathon Fite @Fite_Jonathon]

@BillBrewsterTBB Worth a lot more than money. Character is what your kids will remember

[Jonathon Fite @Fite_Jonathon]

@CramerTracker Cramer

[Jonathon Fite @Fite_Jonathon]

@RagingVentures Acushnet trades at 12x ebitda.  

$MODG trades at 10x 2025 core ebitda (using reit adjusted net debt of $800m plus 1.2b market capital)… as if Topgolf worse than zero

[Jonathon Fite @Fite_Jonathon]

@Geiger_Capital Truth.

[Jonathon Fite @Fite_Jonathon]

@BourbonCap HSY losing share to feastables