Another Analyst

L/S Concentrated Small Cap Equity. Washed Up Former Athlete.

[Another Analyst @GunDogCapital]

@MagicCompounds @NonameStephens @tclaugus2 More clarity on synergies and meaningful progress on achieving some would be a huge win

[Another Analyst @GunDogCapital]

@chipperPat Second multi guide cut year in the last few 🙃

[Another Analyst @GunDogCapital]

@DeepSailCapital $PATK
$EPAC

[Another Analyst @GunDogCapital]

@HiddenGemsInves @ShmuelDGoldberg Andy Nemeth is incredible. Can’t wait to see what happens when he gets his hands on LCI

[Another Analyst @GunDogCapital]

@HiddenGemsInves $SXI if you’d guarantee that David won’t retire or $HLMN

[Another Analyst @GunDogCapital]

@SiddharthasBoat Heard the East India Trading co was the play for this

[Another Analyst @GunDogCapital]

Need new small cap ideas. Anything worth looking at out there?

[Another Analyst @GunDogCapital]

@ModernDayInves Or you have a CIO that’s asks a ton of questions haha

[Another Analyst @GunDogCapital]

@SiddharthasBoat Chilean copper has better controls but I might have to look more at this under the radar Nvidia co that you mentioned.

[Another Analyst @GunDogCapital]

@ABCTrading12 @sidecarcap It always makes me think of Michael Scott in the office. Can you “explain it to me like I’m 5”?

[Another Analyst @GunDogCapital]

@ABCTrading12 @sidecarcap Love this. Can’t stress this enough when I talk to MBA students trying to get into the industry.

[Another Analyst @GunDogCapital]

@sidecarcap Love this. My final go/no go decision still comes from being able to sit down across the table with a management team and looking them in the eye.

[Another Analyst @GunDogCapital]

@jeremie0117 Was never big on it but keep a couple relationships going. Arguably less for the research but it can be nice to have a sounding board and get access to conferences.

[Another Analyst @GunDogCapital]

If you talk to franchisees from a certain square burger chain, you’d realize the future looks even worse than the last few years. Rising costs and poorly planned initiatives are putting good operators out of business.

[Boring_Business @BoringBiz_]

Fast food restaurant stocks used to be investor darlings with stable earnings and steady cash flows. That narrative has now changed

From 2010 to 2021, QSR stock returns averaged +18%, compared to +13% for the S&P 500

From 2022 to 2026, these same stocks have returned -4.5%, compared to +11% for the S&P 500

[Another Analyst @GunDogCapital]

@sidecarcap Singles and doubles make you successful. Sure everyone dreams of the home run but give me the manager who hits a single 75% of the time everyday.

[Another Analyst @GunDogCapital]

@PaulSaunde82517 @YodaStockInvest How do you justify the multiple on this? Seems like a great company but it trades at 20x rev?

[Another Analyst @GunDogCapital]

@barstoolsports Check on the Duke/Lakers fans in your life

[Another Analyst @GunDogCapital]

@IlliquidInsight Without a doubt. I’ll die on the hill of having to find someone who passes the airport test before I’d consider making an offer. Being at a smaller firm only amplifies that.

[Another Analyst @GunDogCapital]

@everyonehatesp1 $BBCP is a good one. You can’t build data centers without a good foundation that has to be pumped in with something.