Condor

[Condor @fractaljump]

@long_equity Argo Graphics. 7595 JT

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@long_equity Pollard Banknote Limited

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@long_equity Fabasoft AG

[Kaye Wiggins @kayewiggins]

Remember "collateralised debt obligations" from the 2008 crisis? Turns out, private equity has its own variant.

Introducing the "collateralised fund obligation"

😵‍💫https://t.co/sVCRhC6cgn

[Josh Wolfe @wolfejosh]

🙈

[Condor @fractaljump]

@patrick_oshag Chemed Corporation

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@EddyElfenbein Lets not forget. A Mean Reversion can be a mean version.

[Condor @fractaljump]

@Keith_Wasserman @ConorNeu I have a Private Equity Joke. But I got carried away telling it.

[Condor @fractaljump]

@Keith_Wasserman Past performance is indicative of future performance.

[Condor @fractaljump]

@dougboneparth "That's one small step for mankind, one giant leap for the 1%."

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@ValueStockGeek Have you ever considered most of these companies going bust? Recoveries are not a guarantee just because its been that way historically.

[Condor @fractaljump]

@saxena_puru @csantonja Have you considered hedging using Futures?

[Condor @fractaljump]

@lhamtil Some commodity firms, mining companies, those with the lowest cost of extraction in the world have a similar moat to an airport, as it is location specific and not replacable. Eg. Hindustan Zinc, Aker BP, FNV or Norilsk Nickel tend to have more stable returns than the commodity

[Condor @fractaljump]

@moatsixcap Chr Hansen / Novozymes

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@IvanTheK Sam Zell

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@michaelbatnick @RampCapitalLLC Great Fool for not putting any money in the Amazon IPO.

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@BluegrassCap Waste Management

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@Vivek_Investor Bombay Burmah Trading Corporation. Cheap valuation at 10 times earnings and good top line growth.

[Condor @fractaljump]

@CompGrady ESS, AVB, CPT, UDR, MAA

[Condor @fractaljump]

@_SeanDavid Republic Services and Waste Management.