ERUC (Eye Roll Up Capital)

Ex PE/public markets/roll-up operator. Mostly failed at all of 'em. Now looking for early, undiscovered serial acquirers. Not financial advice!

[ERUC (Eye Roll Up Capital) @eyerollupcap]

@bsierzega12 @negligible_cap Was 400 bps cheap to begin with?

[ERUC (Eye Roll Up Capital) @eyerollupcap]

@BenDempsey18 @nytimes Look I hate Mamdani but he’s not gonna be in office if/when this thing ever distributes cash

[ERUC (Eye Roll Up Capital) @eyerollupcap]

@negligible_cap the debt markets are smarter than the equity markets etc etc

[ERUC (Eye Roll Up Capital) @eyerollupcap]

@bsierzega12 @negligible_cap What does it mean then that it’s now 3x more expensive to hedge than in June?

[ERUC (Eye Roll Up Capital) @eyerollupcap]

@MelvinInvests Every business in the world is profitable on an adjusted basis

[ERUC (Eye Roll Up Capital) @eyerollupcap]

@JoosyJew Very grateful to all those who stand with Israel!

[ERUC (Eye Roll Up Capital) @eyerollupcap]

@BarackObama @JocelynBenson @AbdulElSayed I voted for you 2x. I wish to encourage you to reconsider your support for El Sayed. 🙏

[ERUC (Eye Roll Up Capital) @eyerollupcap]

@RobertMSterling I am no fan of Omar (quite the opposite). But, the Trump admin has not proven good at checkers or chess yet and we’ve had 6 years of them in gov.

[ERUC (Eye Roll Up Capital) @eyerollupcap]

@FrontierBDesign Location?

[ERUC (Eye Roll Up Capital) @eyerollupcap]

@MarkJCarney Happy Thanksgiving. Did you happen to notice that Palestinian elections are canceled and Abbas will enter the 22nd year of his 4 year term?

[ERUC (Eye Roll Up Capital) @eyerollupcap]

@cavepaleo If you want to be happy for the rest of your life, find a woman with low expectations to be your wife.

[ERUC (Eye Roll Up Capital) @eyerollupcap]

@NatRothschild1 @HrrvnSchsnbrg @DeepleaksQ Eiskaffe at the Chesa 🤤

[ERUC (Eye Roll Up Capital) @eyerollupcap]

@sm I think Paul really sucks on some stuff. And I think you’re seeing something in this particular tweet that isn’t there. 🤷‍♂��

[ERUC (Eye Roll Up Capital) @eyerollupcap]

@Jason Doctor: Ok, we are ready to deliver the baby!
Dad: I prefer you leave his liver in…

[ERUC (Eye Roll Up Capital) @eyerollupcap]

@NoelWieder I’m trying to get into the game, would you mind giving this a read and offering any feedback?

https://t.co/SjNK7gOdfR

[ERUC (Eye Roll Up Capital) @eyerollupcap]

@chuckschumer 👎

[ERUC (Eye Roll Up Capital) @eyerollupcap]

Full write-up, including valuation assumptions, the new Chair, and how far margins could theoretically go:

https://t.co/SjNK7gOdfR

I'm long VLX.L. Not investment advice.

[ERUC (Eye Roll Up Capital) @eyerollupcap]

What if I told you there’s a high-quality industrial compounder, run by the heir to one of the world’s most famous families, exposed to AI Data Center growth, trading at a fair price? 🧵

[ERUC (Eye Roll Up Capital) @eyerollupcap]

At ~15x EBITA today, hitting the plan puts it at ~7.5x.

My DCF gets to ~1000p vs 686p at Thursday's close, ~45% upside.

At a peer buyout multiple it's about fairly valued. The upside depends on believing this team can execute again.