SteeleBridge9

“Goes to show you don't ever know, Watch each card you play and play it slow”

[SteeleBridge9 @canjammer]

@WSJ

[SteeleBridge9 @canjammer]

@kylematthewsceo Way to just repost @shootermcgavin

[SteeleBridge9 @canjammer]

@WifeyAlpha $MCW

[SteeleBridge9 @canjammer]

@stonkmetal $RACE

[SteeleBridge9 @canjammer]

@AltaFoxCapital Current thoughts on $NGMS

[SteeleBridge9 @canjammer]

@ZacharyDeWitt All of Twitter: Oh my god, he's only 36?!?!

[SteeleBridge9 @canjammer]

@KeithMcCullough Love your stuff!

[SteeleBridge9 @canjammer]

@PD13158196 @matthewscarr Pretty bad example given a car is a depreciating asset and doesn’t cash flow. No opinion on pinch a penny but my point is that their debt went up in connection with a transaction which (hopefully) provides cash to service the debt and provides an attractive levered return

[SteeleBridge9 @canjammer]

@PD13158196 @matthewscarr Hard to say debt “swelled” when it’s in relation to an acquisition

[SteeleBridge9 @canjammer]

@fritzritz090 @Namajapa What’s being missed? It’s trading like earnings are about to collapse

[SteeleBridge9 @canjammer]

@GardenNinja2 @cap_zay How much capital is he managing again? This is noise

[SteeleBridge9 @canjammer]

@bluff_capital Get business quality is fantastic but always looks extremely expensive on fcf yield. Am I missing something on the capex side which is very high?

[SteeleBridge9 @canjammer]

@kab604 How much have they been buying back? Seems like every dollar of fcf should be buying back shares

[SteeleBridge9 @canjammer]

@WillThrower3 @Compound24 😂😂😂 would love to see the shit you are long then

[SteeleBridge9 @canjammer]

@MoS_Investing $che

[SteeleBridge9 @canjammer]

@TeaBagCapital Good time to be making a long term purchase

[SteeleBridge9 @canjammer]

@INArteCarloDoss Would like to join. Former HF investor, now focused on privates. Really appreciate all of your views!

[SteeleBridge9 @canjammer]

@TeaBagCapital Greenfield math is pretty attractive. Using simple math it’s $6M to put up, get $4m in sale leaseback. Does $1m in ebitda year 3. Growth annuity from there

[SteeleBridge9 @canjammer]

@TeaBagCapital What’s the average 2021 IPO down? Initial valuation definitely rich, think story misunderstood. Still screens poorly if you don’t know the name/do the work.

[SteeleBridge9 @canjammer]

@TeaBagCapital If you have access to management, I would tell you to have a discussion with them on this. You are looking at this incorrectly.