Enrique Fernandez

[Enrique Fernandez @keegomaster]

@seanorr We supoort you Sean

[Enrique Fernandez @keegomaster]

@BarrySchwartzBW @CJ0pp3l @VikingVan100 Check out the pdf and xlsx attached at the top of this post: https://t.co/2ljMcah7GV

[Enrique Fernandez @keegomaster]

@CJ0pp3l @BarrySchwartzBW FFH is one of my top 5 positions. I recommend @VikingVan100 's posts (and book and spreadsheets) examining FFH to help understand the business. He does a terrific job at breaking down the drivers of value.

[Enrique Fernandez @keegomaster]

#EndIsraelsGenocide

[Enrique Fernandez @keegomaster]

@VikingVan100 Lars (from thecobf)?

[Enrique Fernandez @keegomaster]

@CJ0pp3l I would feel comfortable advising a friend to buy them equally weighted and go fishing. Come back in 6 yrs and my guess is the money would have doubled (~12% CAGR)

[Enrique Fernandez @keegomaster]

@CJ0pp3l Ok. Thanks

[Enrique Fernandez @keegomaster]

@CJ0pp3l Interested!🙋‍♂️

[Enrique Fernandez @keegomaster]

@BRK_Student Got it. Thanks for sharing the findings!

[Enrique Fernandez @keegomaster]

@BRK_Student Hey Adam, I did the math! Mineral deposits grew from 10% to 27% over the same time-span; and Land and improvements also grew to 18% in 2013 and then came back to 14%
[Source: Annual reports from 1998, 2013, and 2022]

[Enrique Fernandez @keegomaster]

@CJ0pp3l Book value increased 27%, a thing of beauty

[Enrique Fernandez @keegomaster]

@zeroxpectation Does this small cash cow have a name? ;o)

[Enrique Fernandez @keegomaster]

@CJ0pp3l https://t.co/ek8tu2BwZ9 What are your thoughts on the earnings release? Which also serves as an informative update

[Enrique Fernandez @keegomaster]

@FairwayResearch I have subscribed!

[Enrique Fernandez @keegomaster]

@CJ0pp3l Noice...

[Enrique Fernandez @keegomaster]

@CJ0pp3l Would be really nice to see the percentages per bar (adding up to 100%) to get slightly more clarity on the mix over time.

[Enrique Fernandez @keegomaster]

@Quartr_App Would you happen to have a similar list of Free Cash Flow 15-year CAGR?

[Enrique Fernandez @keegomaster]

@CJ0pp3l I understand then that these two ideas (from your universe of opportunities) are the most appealing at this point in time?

[Enrique Fernandez @keegomaster]

@NicoperJES Looks very good. My only suggestion would be to be more conservative on the minimum value for revenue growth for the crystal ball settings. Something like 10 or 15% (I looked at CSU's history since 2008 for reference and they had revenue growth of 10 to 15% in 2012,2015,2016)