Catalyst Seeker

L/S, event-driven and others

[Catalyst Seeker @huntforcatalyst]

@InvestSpecial Too conservative! Great call

[Catalyst Seeker @huntforcatalyst]

@Invesquotes You've found excuses to justify danaher / judges flat to negative organic growth over 3 years but you complain about Adobe's 10% at half the multiple. Don't own any but checks out

[Catalyst Seeker @huntforcatalyst]

@the_analyst_24 It's a fair point. $cirsa 85% of EBITDA from stable retail activities, HSD organic growth, 30% margins, 5x EBITDA (no adjustments), 7x P/E, 15% FCF yield

[Catalyst Seeker @huntforcatalyst]

@the_analyst_24 Yeah same story with $flut and other players with hyper adjusted EBITDA, mild organic growth, 0 real FCF and 0 deleveraging. Look at $cirsa instead

[Catalyst Seeker @huntforcatalyst]

@ALEXEIMARTOV There you go, back below 50 on nothing, most frustrating stock in my pf

[Catalyst Seeker @huntforcatalyst]

@The_Pro_Invest @mxschumacher @Divergent7651 You can't compare FCF to EV, you should do EV/FCF before interest and tax...

[Catalyst Seeker @huntforcatalyst]

@ResearchGrizzly Thanks for the buying opportunity
Hope you've covered

[Catalyst Seeker @huntforcatalyst]

@PerpetualValue Ofc the price will be lower when there's no control premium

5% discount for a tiny market cap in a 18% placement is nothing

[Catalyst Seeker @huntforcatalyst]

@Invesquotes Have to check where expectations are and what are key KPIs. The EU Telco sector is up massively, KPI is FCF yield and stories like Zegona still have runway without growth. However, it's not the same to buy Danaher or TMO for secular tailwinds and being 3 years without growth

[Catalyst Seeker @huntforcatalyst]

@teripr20 Que bien que se lo hicieran en vida!

[Catalyst Seeker @huntforcatalyst]

@GutierrezCap_ Poquita experiencia en publics antes de lanzar un fondo...normal ese underperformance

[Catalyst Seeker @huntforcatalyst]

@MVanhanen @MiRo_SPD Lol how brainwashed

[Catalyst Seeker @huntforcatalyst]

@MBdaytrading Suspicious

[Catalyst Seeker @huntforcatalyst]

@bdc2396 There you go

[Catalyst Seeker @huntforcatalyst]

@bdc2396 I really hope the CMD is not about the ERP implementation and the distribution center

[Catalyst Seeker @huntforcatalyst]

@newregimebureau @orador_es Cierto, pero los pisos están cayendo en picado, y lo que queda

[Catalyst Seeker @huntforcatalyst]

@ACapitalLP European Private Equity IPOs are a fertile ground for shorting. Thinking of cases like Azelis

[Catalyst Seeker @huntforcatalyst]

@Floebertus @Phoenix_FFM Why so

[Catalyst Seeker @huntforcatalyst]

@taobanker $veon