LeeLeeks

just some small retail, focusing on real numbers, ROE,PB, Growth and Management. Here to find likeminded folks.

[LeeLeeks @lee_leeks]

@LynAldenContact That seems average? and kinda top

[LeeLeeks @lee_leeks]

@CRUDEOIL231 Feels like the admin is trying to be the new gas/gold station.

[LeeLeeks @lee_leeks]

@lLorenzoBolsa That's very optimistic. Multiple, earnings wise.

[LeeLeeks @lee_leeks]

@JudeClimacus The roe has been lowering these few years. The next 5 years, you are looking at closer to 15% roe.

[LeeLeeks @lee_leeks]

@thomasthedeal @the_zack_zhu I think something has changed tbh. With bonds at a normalised era, risk free rate isn't free. Fintech, e-commerce, money burning venture will be taken another look.

[LeeLeeks @lee_leeks]

@BuySellBA Good business,just not a good stock. Minority shareholders are subsidizing it.

[LeeLeeks @lee_leeks]

@MichaelGielkens Topicus might be on rough time. Expected growth going to show up as dropping off cliff for next few quarter

[LeeLeeks @lee_leeks]

@henrythatsme @TidefallCapital @onebeggar @BrownMarubozu There's money in trash if done properly like Constellation, popular trash collector or most PE. Problem is Prem likes to make the trash looks good by building them too long for too little.

[LeeLeeks @lee_leeks]

@HoweBayWallSt 16 years... cutting loss is also a skill. Well, at least this chapter can be closed.

[LeeLeeks @lee_leeks]

@ruima China weponize trade as well by goods dumping. China isn't as saint as one thought. The truth is no countries can compete against china in terms of mass scale cheap goods. Trade protection is necessary even if citizens don't realize the ultimate dangers.

[LeeLeeks @lee_leeks]

@the_zack_zhu Isn't this just to cover the fuel cost? Looks like inflation and fuel very dire...

[LeeLeeks @lee_leeks]

@BrownMarubozu If only prem didn't sell micron, haha. Probably would have cement to be the best investor.

[LeeLeeks @lee_leeks]

@Muzzlebuster @CapexAndChill 5 years is too long. imagine telling hedge fund and retail, you will crush margin and go sideways for 5 years. Heck, there's no guidance (nobody knows if it's 5 years). Uncertainty is a killer.

[LeeLeeks @lee_leeks]

@CapexAndChill Compete with each other and gets slaughtered by market. 😅

[LeeLeeks @lee_leeks]

@JuneGoh_Sparta How long does it take to retrofit US refinery to produce diesel? Even at low yield. Else, demand destruction (:

[LeeLeeks @lee_leeks]

@BrownMarubozu @SuperShahed @search4valueNew I thought I saw they bought again with a small cost. The gain from TRS is lower than their buybacks?

[LeeLeeks @lee_leeks]

@the_zack_zhu My god. 2hr ai short drama.

[LeeLeeks @lee_leeks]

@FedexSTi What investors want is just stable growth and margin. Stable net profit growth. Unless the company shows that, it will be pressured.

[LeeLeeks @lee_leeks]

@the_zack_zhu I always felt e-commerce is the easiest to peg price to inflation/fx changes. It's strange how volatile it can be.

[LeeLeeks @lee_leeks]

@BrownMarubozu My only worry is due to fees, there will be no ipo. If there is ipo, why even buy holding company unless Fairfax India have better/more acquisitions incoming.