Tyler Crowe

Contributor @themotleyfool. Reluctantly recovering ski racing addict.

[Misfit Alpha @misfit_alpha]

The 2024 IPO market was... surprisingly lucrative.

I wrote about 20 IPO companies last year. Here's what I got right, what I got wrong, and the lessons going into the 2025 IPO market

(link below)

[Misfit Alpha @misfit_alpha]

Automotive manufacturers $F & $GM get the lion's share of financial media attention despite deplorable long-term returns.

And yet, there is a cornucopia of great businesses on the periphery of autos that are fantastic investments. $DORM is one of them.
https://t.co/9INCXEaYts

[Tyler Crowe @Tyler_M_Crowe]

@Danny_Heifetz Bo Ix was sitting right there

[Tyler Crowe @Tyler_M_Crowe]

Kinda strange after all the branding changes, they decided to leave “retweet” as is

[Misfit Alpha @misfit_alpha]

There are just some stocks we can't analyze dispassionately. As much as I want to look at $KLC without bias, I struggle to turn parent brain off.

Any stocks like this for you?
https://t.co/suk7ALGhMi

[Misfit Alpha @misfit_alpha]

Everyone wants great long-term returns. Unfortunately, investrors don't look in some great places to find them

$RUSHA has produced a 16% CAGR since its IPO (3000%+) and yet almost no one follows North America's largest commercial truck dealership.

https://t.co/Ef9lOcHHGX

[Tyler Crowe @Tyler_M_Crowe]

@TheSmattering @gorsk4023 I haven’t bought a mining stock in (checks portfolio)…

Ah crap

[Misfit Alpha @misfit_alpha]

Community & regional banks have been a source of outperformance over the long haul, but institutional money rarely touches them.

Case and point: Oak Valley Bancorp $OVLY

Individuals (including me) need to pay more attention to the Oak Valley's.
https://t.co/zjPddxV0Jk

[Misfit Alpha @misfit_alpha]

It's not often that an industry leader goes public, especially in an established industry like aerospace aftermarket parts and services.

The bones of a good investment are there at $SARO, but PE-backed IPOs always come with caveats.

https://t.co/un87gTf6RW

[Tyler Crowe @Tyler_M_Crowe]

My 1yo’s new favorite game is, after taking a dump, to immediately rip the diaper off, whip it around his head like he’s in a Petey Pablo music video, and run around the house screaming “POO POO!”

[Tyler Crowe @Tyler_M_Crowe]

My kids liking older Studio Ghibli movies feels like a godsend because the films are so much quieter than anything else they watch

[Misfit Alpha @misfit_alpha]

Peter Lynch heaps loads of praise on "disagreeable" companies. The ones doing the dirty, gross, and unsavory jobs we don't want to think about.

$JBT falls squarely into that category

https://t.co/s03DffEI1z

[Misfit Alpha @misfit_alpha]

I share my entire portfolio with my readers every quarter. Sign up for my newsletter to see my holdings (and other random things)
https://t.co/KiNegYSQoM

[Tyler Crowe @Tyler_M_Crowe]

@MidwestHedgie You mean the 5 year period where the federal funds rate was consistently above 10% and as high as 17%? My guess is bonds 🤷

[Mixmag @Mixmag]

"She gave us so much and we love her so much. Our hearts are broken"

Danielle Moore, lead vocalist of Crazy P, has passed away aged 52. RIP 🕊️

[Misfit Alpha @misfit_alpha]

Individual investors don't spend nearly enough time thinking about corporate governance.

Why corporate governance matters and things investors can look for this week's mailbag

https://t.co/saJcQdXChM

[Tyler Crowe @Tyler_M_Crowe]

Tell me you listen to Rob Zombie without telling me you listen to Rob Zombie

[Victor Mattiece @z_or_zee]

The #european mind can not comprehend.

[Misfit Alpha @misfit_alpha]

A company is a market-beating stock. Its business model hasn't changed, and it's a durable industry. The stock has underperformed for 20 years. Is it still a worthwhile investment?

White Mountains Insurance $WTM is a stock that poses that very question.
https://t.co/CmjmrkPadW

[Tyler Crowe @Tyler_M_Crowe]

@Lone_Oak_Inv “I don’t have kids, why should I pay taxes for the town’s schools” was a refrain often heard at my town hall from the people who had the only house 5 miles out a town road that needed to be plowed, repaired, and have power lines run to it.

[Mostly Borrowed Ideas @borrowed_ideas]

I received a couple of DMs asking about "hey, what's going on in Bangladesh"

While I left Bangladesh in 2017, my almost entire family still lives there. So I'm keenly aware of what's going on. I'll briefly cover what happened and the implications.