Sentinel Capital

Always looking for great businesses and interesting situations. Trying to learn some stuff along the way. Not investment advice. DYODD.

[Sentinel Capital @Sentinel_Cap]

@sweatystartup Full BTAC, Pappy, and Weller line-ups while only getting into the bourbon game recently - somebody was paying some serious secondary mark-ups

[Sentinel Capital @Sentinel_Cap]

Lol

[Sentinel Capital @Sentinel_Cap]

I put my thang down flip it and reverse it

[Sentinel Capital @Sentinel_Cap]

10/10

[Sentinel Capital @Sentinel_Cap]

Nice.

[Sentinel Capital @Sentinel_Cap]

Excellent read. https://t.co/J9LfYWpYr0

[Sentinel Capital @Sentinel_Cap]

Top notch thread

[Christopher Bloomstran @ChrisBloomstran]

Twitter departed the world of public companies just shy of its 9th birthday. To the question of who won and who lost, the answer should be obvious. From a start of $45 on 11/7/13 to Elon's buy this week at $54.20, the shareholder made 20.4%. That's cumulative. 2.1% per year. 1/

[Sentinel Capital @Sentinel_Cap]

@alluvialcapital Colefax, Saga Furs

[Sentinel Capital @Sentinel_Cap]

https://t.co/0YBZA59V0s👌

[Michael Mitchell @IgnoreNarrative]

The Story of Zales

This is my account of the story at Zale Corporation from the fall of 2007 to the spring of 2011. This is my memory of the events that at least in part define the investor I am today. This is a complete discussion, at least from a financial perspective.

[Sentinel Capital @Sentinel_Cap]

Fantastic thread

[10-K Diver @10kdiver]

1/

Protecting ourselves from inflation

Over the last few weeks, I've been asking myself:

IF high inflation is here to stay, what are some ways we can insulate ourselves from its impact?

Here are some thoughts:

👇👇👇

[Sentinel Capital @Sentinel_Cap]

Fantastic write-up from @mariogabriele on Flexport.
https://t.co/KfO0DZl87b

[Sentinel Capital @Sentinel_Cap]

Good stuff from Einhorn's letter on housing.

[Sentinel Capital @Sentinel_Cap]

You always learn a thing or two reading Dave’s work.

[Dave Waters @alluvialcapital]

I am pleased to share Alluvial's Q1 letter. It's tough out there! Still, I see plenty of opportunities for those willing to look out a few years. $PX $JOB $HRBR https://t.co/eFl6paGlD9

[Sentinel Capital @Sentinel_Cap]

Phew

[*Walter Bloomberg @DeItaone]

IFOP INITIAL ESTIMATE: EMMANUEL MACRON WINS SECOND VOTING ROUND OF FRENCH PRESIDENTIAL ELECTION - POLL FOR TF1 TELEVISION

[Sentinel Capital @Sentinel_Cap]

Cue sad trombone noise.

[Sentinel Capital @Sentinel_Cap]

The world would be a better place if everybody just stopped giving a shit about what Elon does.

[Sentinel Capital @Sentinel_Cap]

You tell ‘em Cathie. /s

[Phil MrOil @PMroil]

What the DUC! Buy the dips w/OG stocks!
DUC hunt season is almost over...no one’s laughing now! volumes just aren’t showing up as expected, which is yet another reason why commodity prices are poised to continue marching higher.-Desjardins

#OOTT #usoil #oilprice #Oil #EFT #COM

[Sentinel Capital @Sentinel_Cap]

@from100kto1m They’ve got a presentation on their website going through it.

[Sentinel Capital @Sentinel_Cap]

What an absolute unit of a stonk. $TGA.LN