Adam Ritzer

small cap, special sits, events, reorgs, distressed

[Adam Ritzer @RitzerAdam]

@PHIAirMed Except fucking your shareholders

[Adam Ritzer @RitzerAdam]

@christankerfund What a clown. 200 years , Iran has him by the balls and he can’t do shit about it

[Adam Ritzer @RitzerAdam]

@nhryanhickey Expect or hope

[Adam Ritzer @RitzerAdam]

@Irving_Small @OilStockTrader Means nothing. Need to look at their cash flows and the JV with SANAD where a ton of cap ex is going 350mm a year —that’s 20 bucks+ p/s, lot of value you don’t see based on eps. Hope that helps

[Adam Ritzer @RitzerAdam]

@nofinadv They also have 5 rigs in. Venezuela and own 50% of SANAD, a JV with Saudi Aramco , worth lot more than sub 4x, with the comps 5x+

[Adam Ritzer @RitzerAdam]

@badcharts1 @TheMoonCarl Bc the “old chart” has nothing to do with the spinoff being the catalyst to create value , it’s completely different from the quads and buying shit going up and hoping it keeps going up

[Rock Bottom Entries @RockBtmEntries]

Lumber looks explosive.

Equities are trading at dirt-cheap valuations ahead of a new upcycle.

RBE's top idea in the space:

https://t.co/qruq3BfeB6

[Adam Ritzer @RitzerAdam]

@NonGaap Seriously, with that insight , why didn’t investors in all these companies 3-4 years ago!! You never asked wtf is going into those

[Adam Ritzer @RitzerAdam]

@TheJewishIdea Yep that’s how delusional they are

[Adam Ritzer @RitzerAdam]

@GaryKaltbaum He’s a pussy

[Adam Ritzer @RitzerAdam]

@OleTimeHardball Jim Brown. Badass

[Adam Ritzer @RitzerAdam]

@LumberTrading Berkshire buying a homebuilder

[Adam Ritzer @RitzerAdam]

@calvinfroedge And Berkshire is buying a homebuilder 🤔

[Adam Ritzer @RitzerAdam]

@RevShark Yet we still raise our target to 8,000 in spite of that

[Adam Ritzer @RitzerAdam]

@thoheck @SpecialSitsNews Exactly!!!

[Adam Ritzer @RitzerAdam]

@Off_The_Tape @ACapitalLP Lots of ways to create value here, 13-15 seems pretty easy , if the business turns in the mean time could be more

[Adam Ritzer @RitzerAdam]

@valuedontlie @blondesnmoney Nice find. Yeah , just a matter of getting this done now , anything sub 5 for the stub seems pretty attractive

[Adam Ritzer @RitzerAdam]

@conorsen Imagine if home building actually does better than expected. Nobody has that on their radar

[Adam Ritzer @RitzerAdam]

@KEDM_COM 15 dollar dividend. Pro forma EV ~600mm, sub 4x EBITDA, Rail will be sold and put 200mm in reserve fund to settle ETO issues