Lee Russell Capital

I don't give a fuck about these ducks

[Lee Russell Capital @ShareholderCash]

Always looking for a Davis Douple Play

[Lee Russell Capital @ShareholderCash]

"Davis called this sort of lucrative transformation "Davis Douple play." As a company's earnings advanced, giving the stock an initial boost, investors put a higher price tag on the earnings, giving the stock a second boost."

-The Davis Dynasty

[Clifford Asness @CliffordAsness]

Most of what is cited are government contracts. You see the government, which you help run, wanted services and decided his company was best to provide them, which they did at a negotiated price. How on Earth that entitles you to the profit he made providing those services, which you guys wanted and agreed to, is beyond, well anyone especially you and yours.

And the subsidies he got for electric cars were FROM YOUR PARTY because he did WHAT YOU WANTED HIM TO (remember when he was your darling? Nah, you don’t do you?). You don’t get to cry over those either.

“Our money.” Disgusting.

[Lee Russell Capital @ShareholderCash]

@RyanJ_Heath Actually, MLB has had 14 winners in 20 years, vs NFL’s 13 and NBA’s 12. The issue isn’t the Dodgers trying to win; it’s teams like the Marlins who aren't. Plus, maybe leagues are better with dynasty villains. Maybe adding a salary floor would force everyone to compete.

[Lee Russell Capital @ShareholderCash]

@FocusedCompound What are your thoughts on the Netflix and Warner Bros merger? Do you believe it will be completed? How will this merger affect theaters and the entire entertainment industry?

[Lee Russell Capital @ShareholderCash]

@CorpusCol Where do you see value in bank stocks right now?

[Lee Russell Capital @ShareholderCash]

@PythiaR No $KLAC love?

[Lee Russell Capital @ShareholderCash]

@yesandnotyes It’s priced like one

[Lee Russell Capital @ShareholderCash]

Almost there

[Meb Faber @MebFaber]

International investors after outperforming for one quarter after fifteen years of underperformance.

[Lee Russell Capital @ShareholderCash]

@Catahoula_Value What are those 1st and 2nd positions? 👀

[Lee Russell Capital @ShareholderCash]

@CP2Close Chris Simms is very high on him

[Lee Russell Capital @ShareholderCash]

@PythiaR When would you get interested in $VMC

[ESPN @espn]

"Great moments are born from great opportunity." 🗣️ This Miracle mashup could give you chills 🥶

📺 #4Nations Face-Off Championship | 8 PM ET | ESPN, ESPN+, Disney+

🏒 “Miracle” starring Kurt Russell now streaming on Disney+”

[Ramp Capital @RampCapitalLLC]

Time for Canadians to start memorizing the Star Spangled Banner

[Clifford Asness @CliffordAsness]

Idiocy that, yet again, hurts the people it purports to help.

They should name the bill MAAHA (“make America a horseshoe again”).

[Lee Russell Capital @ShareholderCash]

Every quarter $EL

[Lee Russell Capital @ShareholderCash]

@TidefallCapital @nachkari Pending, please accept

[Lee Russell Capital @ShareholderCash]

@SamHoppen I’m happy for you, but love your articles for my fantasy team

[Lee Russell Capital @ShareholderCash]

$EL is currently trading at its lowest P/S since early 2010.

[Lee Russell Capital @ShareholderCash]

@FocusedCompound Looking at the beauty and skincare sector, particularly Estée Lauder, its p/s is at 2.6, near a 10-year low. Margins have been nearly halved. The company remains family-controlled and is replacing its CEO. Historically, EL has maintained strong gross profits to tangible assets

[Lee Russell Capital @ShareholderCash]

@SleepwellCap Andy is now at International Paper $IP. Do you have any interest?

[Francisco Amador – Sleepwell 🌙 @SleepwellCap]

@StockJabber Andy Silvernail was an equity research analyst at Fidelity and most recently CEO of $IEX where he led a successful acquisition program and stock 6x’d over his 9 year tenure. He’s at a private company now.