Boggywoggy

TheConstellationGuy from Reddit

[Boggywoggy @katkov28584]

@EuropoorValue I bought 100 @ $1100 a few weeks ago.

[Boggywoggy @katkov28584]

$FICO shorts trying to double down. All I can say is, good luck.

[Boggywoggy @katkov28584]

@ariaradnia @EndicottInvests Nothing like gambling at the casino!

[Fiscal.ai @fiscal_ai]

FICO just bought back 7% of its total shares in a single quarter.

$FICO

[Boggywoggy @katkov28584]

@ariaradnia Now this is share repurchases done right.

[Boggywoggy @katkov28584]

@dcurras1 No! I want to buy more shares for cheap...

[Boggywoggy @katkov28584]

@ariaradnia As I was saying, not sure why management is buying back shares. There goes shareholder returns.

[Pythia Cap: Partially Conductive @PythiaR]

Revenge of the Compounders

[Boggywoggy @katkov28584]

@lifelonghacker I have a feeling the days of 50% off buy one get one free shares of $CSU.TO won’t last too much longer.

[Adrián, Head of the arena  @adrivalue]

$ROP +6% after a beat and raise

Interesting comments from the CC:

- we expect the private values to mirror those or come down to the public values. We're starting to see some very early signs of that 👀

- [Sponsors] understand the valuation world that we live in (...) the new 15 is yesterday's 25 [valuation multiple] 👀👀

- [investment bankers] pipelines are quite busy and quite full 👀👀👀

[Boggywoggy @katkov28584]

@ariaradnia Will be cheap at $150-$175, not cheap now.

[Boggywoggy @katkov28584]

@StockSavvyShay Going to be hilarious looking back at this in 10 to 15 years.

[Boggywoggy @katkov28584]

Easy depiction of what’s being bought versus sold. Market is still betting on speculative expensive cap-ex dependent businesses with no earnings visibility past 12-24 months. Gonna be a rough time when hyperscalers pull back.

[Boggywoggy @katkov28584]

@BramVGenechten Buying back shares during a semi boom with elevated valuations / multiples isn’t smart. The shares were literally $700 USD 1 year ago and they can just as easily fall back down to that price once a hyperscaler announces cap ex spend cuts.

[Boggywoggy @katkov28584]

@DudeWhoInvests $CSU.TO

[Trevor Scott @TidefallCapital]

$CSU back down to 14x 2027.

[Boggywoggy @katkov28584]

@sidecarcap Mark Miller $CSU.TO

[Boggywoggy @katkov28584]

@LukeBruni17 Google is at 37-38x stripping out fake non marketable security gains

[Boggywoggy @katkov28584]

@ariaradnia Except they still don’t know how to do buybacks