MontviewX

[MontviewX @MontviewX]

@ziggy3210 @brunochats @sammyj_19 Talking operating profits and the answer is $GLASF operating leverage

[MontviewX @MontviewX]

@bizalmanac @SouthernValue95 @saranormous Add payments for good measure 👋

[MontviewX @MontviewX]

@srg444 @sammyj_19 we’ll find out

[MontviewX @MontviewX]

$IAC looks a no-brainer ugly duckling investment at this price. I guess no one cares because everyone bought it at $120 on the Vimeo spin and lost money back when there were 100-page decks on their capital allocation prowess floating around. Sentiment follows price. $MGM

[MontviewX @MontviewX]

$IAC (People Inc) trades at about half of NAV. If Diller is in fact putting $MGM in play, IAC could soon have $50+/share in cash that he could special dividend out (as he simplifies things at 85) plus $30-40/share in People, Turo (sale soon), NYC HQ building. IAC trades at ~$45.

[Bloomberg @business]

Barry Diller is preparing a bid for the remaining portion of MGM Resorts he doesn’t already own at an $18 billion valuation, the New York Times reported. https://t.co/xbnwblUQ8P

[MontviewX @MontviewX]

@doodlestein Judging by the stuff @CapitalVoss shares publicly, they're clearly deserving of all the success

[MontviewX @MontviewX]

@grahamfarrar @glasshouse_ca "What about peanut allergies?" -the haters

Keep going, Graham...

[MontviewX @MontviewX]

@srg444 Sure looks like chess to me

[MontviewX @MontviewX]

"Tencent moves closer to launching AI agent for China’s most-used app"  https://t.co/BghWsqtSjx $TCEHY
there goes that "AI loser" again

[MontviewX @MontviewX]

Most Americans haven't heard of Tencent and would be surprised that it's top 10 global brand above McD's, Netflix, Coca-Cola, and Costco. Stock $TCEHY derated from 40x to 13x (high SDs for core biz) over the past 5 years as EPS quadrupled. Unpopular "AI loser" and stupid cheap.

[MontviewX @MontviewX]

@SouthernValue95 @ChrisBloomstran He’s busy self immolating

[MontviewX @MontviewX]

@ragingbullcap @TidefallCapital What’s ~33%-55% of $40-80B? Definitely not zero and that’s good enough

[MontviewX @MontviewX]

@BrownMarubozu @kab604 FWIW I was a big buyer at ~$360 five years ago and didn’t add until last month.

[MontviewX @MontviewX]

@scuttleblurb @JerryCap Congrats on the best ever endorsement of slop and hope all is well!

[MontviewX @MontviewX]

@V_arrell Vireo getting ducks in a row too

[MontviewX @MontviewX]

@BrownMarubozu @kab604 Oh we’re on the same page.

[MontviewX @MontviewX]

@BrownMarubozu @kab604 FFH is both complex and a no brainer

[MontviewX @MontviewX]

@srg444 Same page. And still one of the best hedges against a weak dollar scenario. And still would rather own than any inflation protected bond.

I’m trying to just hold the damn stock and not to get too cute with it.

[MontviewX @MontviewX]

@leevalueroach A multi-year owner’s variant view on even a large cap seems like a real advantage again in a world where fewer and fewer large pools of capital actually have that duration. So many of the resources you’re describing are aimed at nailing the next weekly move.