Tim R.

Co-founder of @gistapps

[Tim R. @TimRokeby]

@CDInewsletter As Bezos said: "There are a thousand ways to be smart."

[Tim R. @TimRokeby]

@h4rukee @TurkTalksFC @TheAthleticFC @MailSport Tonali at 25% off by shipping Ugarte the other way.

[Tim R. @TimRokeby]

@h4rukee @centredevils 2 greatest Canadian players of all time suiting up for United would be pretty sweet. (The other being Hargreaves).

[Tim R. @TimRokeby]

@h4rukee Ha looks pretty fun

[Tim R. @TimRokeby]

@AlanShipnuck If it ain’t decadent, it ain’t enduring.

[Tim R. @TimRokeby]

@mylesgrote @snitkovskiy Music licensing synergy perhaps in here too?

[Tim R. @TimRokeby]

@CDInewsletter - Empire of the Summer Moon
- The Fairfax Way
- The Patriarch (Joe Kennedy bio)

Last 3 read. All great.

[Tim R. @TimRokeby]

@shaneparrish Long $TINY https://t.co/3OT7fhBvoc

[Tim R. @TimRokeby]

@MrDavidThomas Was the outcome for me, and happily a new shareholder!

[Tim R. @TimRokeby]

@TidefallCapital Are you comfortable that the Run-off segment isn't a black swan lurking here?

[Tim R. @TimRokeby]

@h4rukee @DougieCritchley He can apologize and say he was misunderstood. But it could easily snowball.

[Tim R. @TimRokeby]

@h4rukee @DougieCritchley It's so bad and in time the comment will only get worse. Likely untenable for him to retain any ownership in the club.

[Tim R. @TimRokeby]

@mylesgrote @planert41 Einhorn re-enters: “I don’t think Peloton is in secular decline,” Einhorn told CNBC’s Sara Eisen. “I think new management has come in. They’re cutting costs. There’s quite a lot of cash flow. They’ll refinance their debt in a few months. I think it should be okay.”

[Tim R. @TimRokeby]

@h4rukee @MrStephenHowson Totally agree. Didn’t see too much of Cunha at Wolves, but somehow it seems like he’s not quite being deployed to the best of his abilities. Or maybe that’s his style, anonymity mixed with genius.

[Tim R. @TimRokeby]

@SimplyUtd Tonali all day long.

[Tim R. @TimRokeby]

@mylesgrote @KyleReedTrader That's good news

[Tim R. @TimRokeby]

@VanIsleInvestor It's all about efficiency and margin compression - and therefore, multiple contraction. Valuations had gotten out over their skies anyway. This is a fair summary to counter the extreme narrative: https://t.co/dd4IkKPzG2

[Tim R. @TimRokeby]

@h4rukee Let Bruno be Bruno. What an assist for Sesko.

[Tim R. @TimRokeby]

@CDInewsletter I generally agree that AI's proposed effect in the short-term has lead to some unwarranted multiple compression out there. But in this case, I think it is warranted, and an existential threat. I don't think $HRB benefits as much as competition hits their margins. But we'll see!

[Tim R. @TimRokeby]

@CDInewsletter Algoma Central still trading at less than 1x book value, 1x revenue, 4% dividend, with a 30% payout ratio.