Westpine Capital

Keeping the bat on my shoulder…occasionally taking a swing.

[Westpine Capital @buckbid]

RBC removed $WSP.to from wealth mgmt focus list today at 52 week lows. (Nice work folks… let me guess, something about AI risk blah blah)

Bargain bin.

[Keith @Trader_Keith]

$WSP.TO trading at a multi-year low fwd P/E

Despite the equity weakness, the fundamental business remains backed by a record-high contract backlog of C$19.7 billion, offering long-term revenue visibility.

[Westpine Capital @buckbid]

Quality on sale in no particular order:
$MA
$ICE
$SPGI
$BKNG
$SYK

Basket of these does better than index with 2yr horizon?

[tobi lutke @tobi]

Our regulators have lost the plot. Literally, figuratively, and metaphorically.

[Westpine Capital @buckbid]

$vst $ceg

current levels are a little bit of gift?

[Westpine Capital @buckbid]

This is a crazy stat.

[Jason Goepfert @jasongoepfert]

So, again, this is just shouting into a void.

But this is the most new lows within the S&P 500 $SPY on a day the index poked above a prior all-time closing high.

Ever.

Like EVER, ever.

[Westpine Capital @buckbid]

@cmo040958 Narrative around necessary pivot to optical from copper interconnect in data centers and perceived more difficult competitive positioning.

[Westpine Capital @buckbid]

$APH interesting level here.

Gap to close shortly.

[Tren Griffin @trengriffin]

@pitdesi Anthropic records the total amount the customer pays for using Claude on cloud platforms as their own revenue.  The revenue share that goes to the cloud provider is then recorded as a cost of goods sold (COGS) or a sales/marketing expense.

[Westpine Capital @buckbid]

@buccocapital Respect.

[Westpine Capital @buckbid]

@modestproposal1 @grok add $now $csu $rop to this chart

[Westpine Capital @buckbid]

Fyi….Credit card companies ($V and $MA) don’t charge interest and don’t take credit risk of the card holder, the issuing bank does.

Cc @BillAckman @KobeissiLetter

[Westpine Capital @buckbid]

@WaterworldCapi1 Software isn’t dead.
$NOW
$CSU

[Westpine Capital @buckbid]

@RAMCOCAPITAL Turn on buyback machine. 🙏 no more dumb deals like this one.

[Westpine Capital @buckbid]

lol

[*Walter Bloomberg @DeItaone]

LUTNICK SAYS WE HAVE TO TRAIN 5M AMERICANS FOR CHIPS JOBS

[Westpine Capital @buckbid]

Not dead yet.

[Adrian @adrian__csc]

$CSU.TO lol

[Westpine Capital @buckbid]

🚀

No ai boogeyman to be found.

[Oli @OlivierBib]

Constellation Software $CSU.TO Q3:
• 46% fcfa2s growth
• 33% OP cash flow growth
• 16% revenue growth
• 5% organic growth

Solid performance continues

[Westpine Capital @buckbid]

$vrsk

On sale.

[Westpine Capital @buckbid]

$CSU

[Westpine Capital @buckbid]

This $VRSN move makes no sense, right?