Joe jackson

[Joe jackson @jackson_jo96163]

@TxForever Dude this was hilarious damn

[Joe jackson @jackson_jo96163]

@realroseceline @310Value A bit full of yourself no ?

[Joe jackson @jackson_jo96163]

@BostonOmahaNews interesting. why were buybacks so low this quarter?

[Joe jackson @jackson_jo96163]

@JohnHuber72 you sound so bullish

[Joe jackson @jackson_jo96163]

@JohnHuber72 john are you bullish $CSU

[Joe jackson @jackson_jo96163]

@CapexAndChill Thx do you have any idea what fcf is excluding GROWTH capex ? If it’s anywhere near 5 billion this is a steal at 100 billion ev I think

[Joe jackson @jackson_jo96163]

@realroseceline @Speedwell_LLC Do I buy here?

[Joe jackson @jackson_jo96163]

@ragingbullcap @blindspotvalue i cant find anyone to do the taxes

[Joe jackson @jackson_jo96163]

@MichaelGielkens gothca thx. I like LUMINE using debt. Give me more debt. That ROE goes to the high 20s with the debt

[Joe jackson @jackson_jo96163]

@OlivierBib @scamynaryan why do they have so much trouble deploying capital compared to MIGHTY LUMINE?

[Joe jackson @jackson_jo96163]

@BerkelKip @OlivierBib you think its a buy?

[Joe jackson @jackson_jo96163]

@dcurras1 what do you think

[Joe jackson @jackson_jo96163]

@dcurras1 @zeroxpectation why do you think?

[Joe jackson @jackson_jo96163]

@dre1012 @OlivierBib is this right? You have 12x on 2027 FCF at current price?Maybe is 13.2 since its up 10% or so sine may 6th

[Joe jackson @jackson_jo96163]

@VikingVan100 what happens when their combined ratio spikes in a couple years? How much of that are you taking into account in your model

[Joe jackson @jackson_jo96163]

@VikingVan100 why is the stock down? Also couldnt you just save yourself a lot of time and just say they make $5 billion from inv portfolio 2.5 from FI and Equities and then the underwriting profit covers the interest taxes and hold co cost?

[Joe jackson @jackson_jo96163]

@BrownMarubozu That’s cool, I’ll 1,000,000% take the under that in 10 years Tesla/SpaceX is worth less than 32 trillion (or whatever adjusted eps for 10x return ) that’s his base case. That would be hilarious though if it was over