Faust

small caps + wide moats + dividends

[Faust @FaustFund]

@DaBao_ @MikeFritzell me rn

[Faust @FaustFund]

@DaBao_ @MikeFritzell What are your thoughts on $TME mister china man? Li Lu already lit up capital with his $PDD position, how about this one?

[Faust @FaustFund]

@taobanker So snorting electrolytes?

[Faust @FaustFund]

@sparbuchfeinde Abgesehen davon das Immobilien generell 'out of favor' (zurecht wohlgemerkt aufgrund der Zinskurve) sind, ist das Problem von $DEF.de zusammengefasst eher:

- Zu klein für Fonds
- Zu illiquide
- Unteressant für Yield Investoren
- Kurzfristig höherer Leerstand

[Faust @FaustFund]

@retaox @buccocapital @evrgn11112231 Once you see a company trying to rip out a CRM, you’ll realize it’s like shooting yourself in the foot

[Faust @FaustFund]

@maxddc @IggyOnInvesting @evfcfaddict Why would you buy a slow growing $60B REIT that trades at 15x P/FFO, instead of a double digit compounding small cap at 10x P/FFO?

[Faust @FaustFund]

@IggyOnInvesting @evfcfaddict Yield arbitrage.

They buy small german retail centers that strictly yield ~10% while financing them for ~4%, very stable cashflows from grocery, discounters, drugstores, hardware stores etc.

The objects are too small for big funds, very low competition for a fair P/FFO rn.

[Faust @FaustFund]

@MomentumJustus @antibearthesis Using P/E for a private equity holding company makes no sense, NAV matters

[Faust @FaustFund]

Turns out that all these fancy anti-drone companies you’re invested in are worthless.

The answer to commodification is even cheaper commodification, and in the end it’s the software that coordinates the defense that wins.

[Clash Report @clashreport]

📸 Size comparison between Russian Geran-2 kamikaze drone and Ukrainian Sting interceptor drone used by the Ukrainian forces to shoot them down.

[Faust @FaustFund]

Still can’t get over how bad this rebranding was just because their backers wanted to ride on the AI wave

[David Barbato @Valuehunte]

Ready to go!
@MohnishPabrai
@benwatsa

[Faust @FaustFund]

Absolute cinema

[Faust @FaustFund]

@WelfareCapLLC Middle eastern taxi drivers always got the hottest stocks

[Faust @FaustFund]

@InvestmentTalkk You might be right, let me talk to my Family Law Attorney

*Opens ChatGPT*

[Faust @FaustFund]

@memyselfandi006 @rssndv1 @SebKrog

[Faust @FaustFund]

@GunmanZep Same, but they have deeper issues than that, China price war, affordable alternatives and stretched pricing power

[Faust @FaustFund]

@leevalueroach What’s the intrinsic value of Fartcoin?

[Faust @FaustFund]

@bizalmanac Every masterpiece has its cheap copy, but seriously why would they cast someone with so little testosterone lol

[Faust @FaustFund]

@memyselfandi006 @SebKrog What’s the thinking behind that?

[Faust @FaustFund]

@rssndv1 »The most important factor that influences the beverage industry is its customers. The premiumization trend has been real. Drink less but better.«

That’s mostly cope imo