Mamo | Mamo Capital

I like to own the best companies in the world. Love stocks, watches and nature

[Mamo | Mamo Capital @Mamocap]

https://t.co/Y1nsv8EYNn

[Kerrisdale Capital @KerrisdaleCap]

We’re long $RRX, report at https://t.co/TO3tuc29aF. Regal Rexnord is a power transmission / motion control powerhouse that offers an excellent way to play the upcoming “Physical AI” boom, incl both industrial automation & humanoids, plus a fast-growing data center power biz. 1/8

[Dylan Marrello @ragingbullcap]

$ICE The market worries that the advent of novel derivatives and other financial products will disrupt the moats of the incumbents. On the contrary, the likely reality is that all this innovation is merely additive and on net will makes them even better businesses than they already are. $CBOE $CME $MIAX

[Rose Celine Investments 🌹 @realroseceline]

$BBW is a beautiful example of what I would argue is superb capital allocation by management, specifically through intelligent buybacks executed at sensible prices.

Operating income has been not grow and remained flat at $66m/yr for the past 4 years. At the same time, shares declined from 15m to 13m (roughly 9%).

The business itself hasn’t changed, it doesn’t grow, but each remaining shareholder now owns a larger percentage of it. That is exactly what intelligent capital allocation is supposed to accomplish.

The most interesting part is that EPS still grew about 5%, even though income is flat. Nothing magical happened and there was no financial engineering. Management simply reduced the shares outstanding at sensible prices instead of empire building.

Simply put, the business has no growth, but earnings grew 5% because of intelligent capital allocation. I write a lot more about capital allocation and a plethora of other topics in 40 chapters so keep an eye out for my upcoming book which will be out soon.

🌹

[Bespoke @bespokeinvest]

Health Care's weighting in the S&P 500 has fallen to 8.3%, its lowest level since 1994! $XLV

[Mamo | Mamo Capital @Mamocap]

@ADILXFCB @FabrizioRomano @TonyAuspi Yes, and won the cup with them, he also lost the Bundesliga title in the last game only by goal difference, same points

[Ryan Lundeen @lundeen_ne]

His palms are sweaty, knees weak, arms are heavy
There’s vomit on his sweater already, moms spgi

[Mamo | Mamo Capital @Mamocap]

@uncledoomer As a German, Berlin is a horrible, ugly and overrated city with some nice areas

[Mamo | Mamo Capital @Mamocap]

@AlphaIndextz Where is Italy ?

[Mamo | Mamo Capital @Mamocap]

@officer_Lew Well what a surprise

[Mamo | Mamo Capital @Mamocap]

@JaguarAnalytics This market is insane

[Mamo | Mamo Capital @Mamocap]

@Globalstats11 Hey @grok what is the Ant Group ?

[Mamo | Mamo Capital @Mamocap]

@JonErlichman Thank you for making me feel ancient 😅

[Mamo | Mamo Capital @Mamocap]

@exec_sum Which company will be the next?

[Mamo | Mamo Capital @Mamocap]

@danielnewmanUV $WMT valuation is a joke

[Mamo | Mamo Capital @Mamocap]

@giaccoangelo Where is this located?

[Mamo | Mamo Capital @Mamocap]

@abisftbl No bald player ???

[Bourbon Insider Research @BourbonInsider]

TransDigm Group Incorporated $TDG still doing buybacks close to $1250

They don’t do a lot of buybacks—only when they think it’s relevant

[Mamo | Mamo Capital @Mamocap]

@mymixtapez Imagine you can say Eddie Murphy AND Martin Lawrence are your grandpa‘s.
That kid is going to be a legend in School

[Mamo | Mamo Capital @Mamocap]

@mymixtapez That Child is going to have the coolest grandpa‘s ever

[Mamo | Mamo Capital @Mamocap]

@rickygervais Those are awesome