Deciduous Shrub Capital

Negative alpha generator

[Deciduous Shrub Capital @DeciduousCap]

@taobanker I thought you were going to give me a US SMIDcap

[Deciduous Shrub Capital @DeciduousCap]

@CasinoCapital @Restructuring__ 6hrs sleep is actually very doable. But this guy was a father... I can't imagine working those hours AND parenting.

[Deciduous Shrub Capital @DeciduousCap]

@DakotasTwits $TBTC?

[Deciduous Shrub Capital @DeciduousCap]

@rev_cap $IBP trading at 70 in 2022 was criminal. One of my biggest wins in the past two years.

[Deciduous Shrub Capital @DeciduousCap]

@rochonpapi You got me

[Deciduous Shrub Capital @DeciduousCap]

$IBP 178 today.

[Deciduous Shrub Capital @DeciduousCap]

National Association of Home Builders projecting 1527k housing starts in 2022, 1448k in 2023, and 1545k in 2024. June real data was in line at 1553k. $IBP did well at 1200k starts, it will do well over the next 2.5 years. 11x multiple on 2024 is $135. You should’ve bought at $71.

[Deciduous Shrub Capital @DeciduousCap]

@irbezek @willis_cap Then buy the 30 treasury right now, no? Why buy Walmex.

[Deciduous Shrub Capital @DeciduousCap]

@sinstockpapi @TidefallCapital @FromValue How do you feel about current valuation at $16 CAD. Floor could fall out below, right?

[Deciduous Shrub Capital @DeciduousCap]

@AKWilk $IDT

[Deciduous Shrub Capital @DeciduousCap]

@ninadrn @junkbondinvest When rates goes up, investors demand higher return because risk free is higher. Bonds have fixed interest rates. This one is 2.7%. 30 year risk free treasuries guaranteed by the US gov are at 3.6%. So nobody wants to buy AMZN bonds. Price has to drop to compensate.

[Deciduous Shrub Capital @DeciduousCap]

@Adam_Wyden @NoGutsNoGlory57 Very impressive $100mm hard cost synergies prediction.

[Deciduous Shrub Capital @DeciduousCap]

@viggy_krishnan Music streaming

[Deciduous Shrub Capital @DeciduousCap]

@Adam_Wyden @NoGutsNoGlory57 Can you show me how you're getting 2024 $1bn EBITDA for $APG? I'm long but not that long. Just curious.

[Deciduous Shrub Capital @DeciduousCap]

@StockTalk416 @TSOH_Investing If you listen to his invest like the best episode he sounds so out of touch about housing

[Deciduous Shrub Capital @DeciduousCap]

@valuepunk How do you get to $20 SOTP? Just curious.

[Deciduous Shrub Capital @DeciduousCap]

@SebastianMaril @_inpractise Doesn't Argy law work in Argentina's favor though? If corporate bylaws go against national law, national law will be upheld?

[Deciduous Shrub Capital @DeciduousCap]

@SebastianMaril @_inpractise What odds would you give each side?

[Deciduous Shrub Capital @DeciduousCap]

@DakotasTwits I'd be happy if they just did 6 EBITDA honestly. Also, isn't Q2 supposed to be their best from a seasonal perspective?

[Deciduous Shrub Capital @DeciduousCap]

@LeoGreenwald Good use of $BTI dividend proceeds