SPAC Jarrow

[SPAC Jarrow @LilReadingRhino]

@CapitalJurassic Excellent print out of the gates !

[SPAC Jarrow @LilReadingRhino]

@CapitalJurassic They’ve done ~3.5% annualized org growth over the last 14 years…am I missing something here? TDG ~6.5% over that period (trading at 16x EBITDA)… does this imply 12-13x for Honeywell Aero? Pretty decent biz is a fine characterization but really good core monopoly feels generous

[SPAC Jarrow @LilReadingRhino]

@RyanSura18 cooling internal temperature rapidly turbocharges fight/flight reaction, so hormones put the body into recovery over drive

[SPAC Jarrow @LilReadingRhino]

@vincentcapllc LGN next week….

[SPAC Jarrow @LilReadingRhino]

@CousinGraig TDG has deeply underinvested in every aircraft / engine program that is growing so growth vs underlying industry is the wrong framing.

[SPAC Jarrow @LilReadingRhino]

@TMTLongShort the market will be so efficient

[SPAC Jarrow @LilReadingRhino]

@CapitalJurassic do you eat the food? quick google review shows pretty bad ratings across the board. Ate KFC’s lunch for a while but now competing against the two best (private) resto concepts in America (chick fila / raisin)

[SPAC Jarrow @LilReadingRhino]

@icemancapital LiongGuard Capital has an “engaged ownership strategy” that may fit what you are looking for

[SPAC Jarrow @LilReadingRhino]

@StockJabber @BearCaveEmail the stock had also gone to $110 and you would have been stomped out of your position if you actually managed money 😂 a short thesis that plays out in 3.5 years is not actionable no offense

[SPAC Jarrow @LilReadingRhino]

Larry Ellison will not topped for April Fool’s

[SPAC Jarrow @LilReadingRhino]

@SamaHoole “the sun was free”

[SPAC Jarrow @LilReadingRhino]



[SPAC Jarrow @LilReadingRhino]

crazy that jack dorsey can’t even type in capital letters when he fires half his employees

[SPAC Jarrow @LilReadingRhino]

@marketplunger1 what does “decent notional for low actual risk” even mean?

[SPAC Jarrow @LilReadingRhino]

@michaelxbloch @ndrewpignanelli assuming the earnings are in fact sustainable - life of the turkey

[SPAC Jarrow @LilReadingRhino]

@nuancerocket Probably nothing, but if Google’s glasses sales next year are anything like Meta’s success with Essilor / Ray Ban (so far), might be something there

[SPAC Jarrow @LilReadingRhino]

@evrgn11112231 @riddle245 @PythiaR @Inves2grow all helpful, thank you. this might be a dumb question, but why wouldn’t the internal plan and guidance be similar?