Shadowridge Value

Private Investor | Global Equities | Not Investment Advice

[Shadowridge Value @Shadow_Value]

@PaulAndreola Looks likes from the prospectus that post-IPO/debt conversion, Namesilo owns ~3.3 million shares...do I have that right? Thanks!

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@DeepSailCapital Well, it’s been a long road, but I think it’s time that $EOLS earnings finally to start inflect upwards with operating leverage materializing.

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@TihoBrkan Somewhat interesting that this got no attention (I’m the first to comment). Capitulation?

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@stockspinoffss Can only speak to RIA personally, but the startup/operating costs associated with #1 are incredibly low assuming you go barebones laptop, brain, and a few other essentials.

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@AlderLaneEggs @CGasparino @kylekazanceo @grahamfarrar @Seawolfcap I’m hoping this will be made available at the 2026 investor sesh!

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@sidecarcap I met with someone from Irwin/Factset this morning who was making their way up there. Holler if you make it down to San Diego!

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Had to watch the game on replay, but what a win by Team USA! Congrats to the men’s hockey team and thanks for one helluva ride 🇺🇸 🥇

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@AKWilk I don't track them closely (although maybe it's time to look again), but don't Par and Thryv have pretty underwhelming balance sheets?

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@OtterMarket Responses to banks on MCC can be light indeed. Will give your write-up a look. Thanks!

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@grahamfarrar National branding experience...🔥

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@AKWilk Agreed, felt like a movie I would've watched growing up in the late 90s/early 2000s

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@evantindell Pretty interesting concept, thanks for posting! I work in an IR role in the industry and have thought similarly on the incentives. Would you mind DMing me? Yours are closed off to "unverified" folks. Thanks!

[Shadowridge Value @Shadow_Value]

@BlkDiamondCap @grahamfarrar I asked Graham the same thing…He relayed that if the math works, there’s no reason they wouldn’t do so. I suspect it just boils down to incremental yield gained, but also interpreted it as that’s kind of the expectation medium-term. I could be wrong.

[Shadowridge Value @Shadow_Value]

@nickgerli1 @Justkittenwithu What size units are these averages for? I presume it’s 1 or maybe 2 bedroom units? Thanks!

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Been thinking on the filters most important to me for investment ideas. Came up with this visual and want to buy stocks in middle that hit all these criteria:

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Always enjoy reading materials from @TDM_Growth and I'm not sure they're as followed as they should be...
https://t.co/O4S5bx1co4

[Shadowridge Value @Shadow_Value]

@marketplunger1 This is a theory vs practice issue. In theory, it shouldn't be a huge lift to provide the quarterly reports and IR materials. In practice, it's massively resource intensive internally. This is an area where investors are a bit misguided with reality having not been on the inside

[Shadowridge Value @Shadow_Value]

@CliffordSosin @BrownMarubozu I’m in IR by day and an investor by night but have been surprised by the inside of public companies. Granted, it’s only one company I’ve been a part of but I suspect it’s the norm for 80%+ which as an investor, makes owner/operator type management teams all the more critical IMO

[Shadowridge Value @Shadow_Value]

@CliffordSosin @BrownMarubozu Respectfully, I think you’re vastly underestimating the time management puts into materials like the quarterly presentation/script etc. With managers running a company, their biggest fear is not looking in control or like they know everything, so they obsess over the narrative.

[Shadowridge Value @Shadow_Value]

It sure looks to me like @PaulAndreola’s NameSilo $URLOF $URL.CA has hit escape velocity. The Q1 revenue, gross/operating profit look great. With time, I think that will flow through the rest of the income statement so it’s a bit cleaner. Cash production has always been there.