Clyde Street Capital

FinTwit

[Clyde Street Capital @HannibalSector]

Sell everything?

Exhibit Sources: Mike Bergines, The Idea Farm, David Kostin, Meb Faber

[Clyde Street Capital @HannibalSector]

.78 Price / Book

[Clyde Street Capital @HannibalSector]

@Alex__Pitti It’s a compounding machine. I’ve held it for years. Their track record is extraordinary and their incentives are well aligned with the minority SHs (>67% insider ownership). They’re trading at ~1X book which is cheap on a relative basis compared to industry avg.

[Clyde Street Capital @HannibalSector]

@BillBrewsterTBB What was your favourite and least favourite part of working at BMO

[Clyde Street Capital @HannibalSector]

@Wealthsimple Mission accomplished

[Clyde Street Capital @HannibalSector]

@Wealthsimple Modify limit order feature pls

[Clyde Street Capital @HannibalSector]

$PXT.TO trading at 2020 (COVID) lows with share count significantly lower (-35%) and higher production (barrels/ day)

[Clyde Street Capital @HannibalSector]

@JerryCap Toronto Easton Centre:

$LULU so packed I couldn’t move

Alo: 3 people

[Clyde Street Capital @HannibalSector]

@stinkiestonkie @cal89511029 @calvinfroedge $11

[Clyde Street Capital @HannibalSector]

@SAlpha88888 $WBD ?

[Clyde Street Capital @HannibalSector]

@PaulRiz504 @nopain_n0gain86 @JulianKlymochko Apple and Microsoft do not have a high shareholder yield

[Clyde Street Capital @HannibalSector]

@stonecap3 Shareholder yield is very attractive on $DHIL

[Clyde Street Capital @HannibalSector]

@ADHD_Capital @JohnHuber72

[Clyde Street Capital @HannibalSector]

@Larryjamieson_ $CVG.TO

[Clyde Street Capital @HannibalSector]

@MattBall16 @G_A_Wilson Thanks man! Rly like EC

[Clyde Street Capital @HannibalSector]

@christo92787346 @seethetrees1 Have they implied that they’ll do that?

[Clyde Street Capital @HannibalSector]

@JGGCDN @MoS_Investing Interesting

[Clyde Street Capital @HannibalSector]

@JarmoFriman Petrobrasin osinko oli 0,1 %. Kuulostaako oikealta?

[Clyde Street Capital @HannibalSector]

@felix39990211 @PhillipsRelic @WealthOrDie I doubt either of us are following him into the trade. Paramount, as a sum of all of its high quality assets worth, is worth a lot more than the business’s current market cap. Today, there are a lot of buyers who want to pay a lot for its assets.