Michael Kaspar

Portfolio Manager / Investor
Views are my own, not investment advice!

[Michael Kaspar @Michaelbkaspar]

Presented $ALGN at the Cyprus Value Investor Conference. https://t.co/SLlCAlmMRV

[Michael Kaspar @Michaelbkaspar]

@compoundpapi Allez les Bleus!

[Michael Kaspar @Michaelbkaspar]

@compoundpapi You just said the right word here (idiots) lol

[Michael Kaspar @Michaelbkaspar]

@compound248 @buccocapital 😂😂😂

[Prepared Remarks @P_Remarks]

This should be illegal and is 1000x worse than what Andrew Left did

[Michael Kaspar @Michaelbkaspar]

@evantindell Maybe worth checking $TME again here!

[Michael Kaspar @Michaelbkaspar]

@valuations_ Few

[Michael Kaspar @Michaelbkaspar]

@ContrarianCurse If your model has 400 assumptions, you shouldn't be in the industry

[Michael Kaspar @Michaelbkaspar]

@P_Remarks Do we even call it an interview? 🤣🤣

[Michael Kaspar @Michaelbkaspar]

@taobanker Yes, Barrat Redrow and Persimmon are both interesting!

[Michael Kaspar @Michaelbkaspar]

@compoundpapi @Mr_Neutral_Man Agreed! $BTI should trade at 15x today!

[Michael Kaspar @Michaelbkaspar]

@TheLAPurchaser BAD BAD

[Pope Leo XIV @Pontifex]

Woe to those who manipulate religion and the very name of God for their own military, economic, and political gain, dragging that which is sacred into darkness and filth. #ApostolicJourney #Cameroon https://t.co/bKteFZ3iWE

[Michael Kaspar @Michaelbkaspar]

@internpierre Expensive still!

[Michael Kaspar @Michaelbkaspar]

@PythiaR I'd say a combination of both works well for PA and LPs 😉

[Michael Kaspar @Michaelbkaspar]

@valuations_ @thepupil11 😂

[Michael Kaspar @Michaelbkaspar]

@compoundpapi Papi, beyond 10 mg I'd literally faint lol

[Michael Kaspar @Michaelbkaspar]

@FocusedCompound Most meh businesses, slow / no growth, bad capital allocation, unions, gov, too much Italy / Europe exposure, etc. Having said that, we have owned SeSa (BIT: SES) before and made decent money ~50% in a year or so before selling. I'm sure there are other exceptions too!

[Michael Kaspar @Michaelbkaspar]

@LukeWolgram Keep up the good work Luke!

[Michael Kaspar @Michaelbkaspar]

@ClarkSquareCap @Giuliano_Mana Very good. Start here first if you have time. If not, skip to what @ClarkSquareCap has already said.

[Michael Kaspar @Michaelbkaspar]

@evantindell Ee yes its still something