Moat Master

Investor searching for unappreciated moats

[Moat Master @MoatMaster]

Fintwit

I now have a Substack. My first post takes an in depth look at Five Below, an interesting and differentiated retail concept in pursuit of a national expansion opportunity. Feedback is more than welcomed!

https://t.co/yFFcflUHRP

[Moat Master @MoatMaster]

@atelicinvest What makes you think so?

[Moat Master @MoatMaster]

@icemancapital What is the name of this note at GS?

[Moat Master @MoatMaster]

@buccocapital @SuperGrok which companies US should benefit from this policy directive?

[Sophon Microcap Atlas @Sophonatlas]

We created a new research platform with the goal of covering 150+ investable, sub-$500M market cap companies globally. Re-tweet this post and we’ll give you 6 months free trial to our service

[Christopher Bloomstran @ChrisBloomstran]

I’ll conclude by encouraging all CFA charterholders to consider my message and vote accordingly. I’ve watched the Institute grow to where it is no longer effective. In fact, while years ago the Institute logically and successfully campaigned to where charterholders were exempt from taking the Series 65 licensing examination, which I was previously required to take when we founded our firm, an SEC Registered Investment Advisor. The Institute has a continuing education program, which I have completed at least 20 hours (including 2 on ethics) annually for 30 consecutive years.

Now, an increasing number of states are requiring registered investment advisers to take a money-grabbing, time-wasting FINRA-adopted series of annual continuing education exams totaling at least 12 hours. FINRA doesn’t recognize the CFA Continuing Education program, which I complete more hours annually than the FINRA program. The Institute is not interesting in resolving the additional burden and working on a combined solution with FINRA, suggesting not enough CFAs work for RIAs. That was a stunning and lazy response. They are wrong, but it seems their attention is diverted elsewhere than working to serve the membership, or at least a broad swath of it. It’s a shame seeing an organization which I’ve loved for so many years decay as it has. The CFA brand has been harmed on myriad fronts and unless our membership is willing to work for change I’m afraid the brand will further diminish.

In the meantime, we have yet the return of yet another round of SPACs. Bitcoin Treasury Companies proliferate. Accounting is abused. Where is the CFA Institute on this? It’s role in advocacy? Silent. I guess they have bigger and better fish to fry like ESG, DEI and Climate. Oh, and proposing bad governance at the expense of its own members. Oh and oh, dealing with its inability to balance its checkbook for eight years, ripped off by a cool $5 million by an employee. Accountability at the top, by its chief executive or its Board? Don’t count on it. If you are a CFA charterholder, please vote (or revote) by noon eastern on Monday. Regardless, please resend/retweet this message.

CFA charterholders can vote by logging into the CFA Institute website. A link to vote appears as of now on the Institutes’ homepage: https://t.co/1mnNxSzDOx

[Moat Master @MoatMaster]

@WTCM3 Source?

[Moat Master @MoatMaster]

@breadcrumbsre Source?

[Moat Master @MoatMaster]

@victaurs Which ones?

[Moat Master @MoatMaster]

@AKWilk Ticker?

[Moat Master @MoatMaster]

@blondesnmoney Apart from this, what other high conviction asymmetric ideas do you have?

[Moat Master @MoatMaster]

@colarion Thoughts on AMTB?

[Moat Master @MoatMaster]

@midas79_ Do you have any research that you can share to understand this better?

[Moat Master @MoatMaster]

@JourneyToIthaka Do you have any research that you can share to understand the risk reward of the common vs the preferreds?

[Moat Master @MoatMaster]

@YoungGoHardz @kouroshshafi Can you share it?

[Moat Master @MoatMaster]

@Support @X I’m not able to add accounts to a privately created list. Can you please assist and troubleshoot?

[Moat Master @MoatMaster]

@Support Is there a way to mass upload a list of accounts to a list instead of adding one account at a time?

[Moat Master @MoatMaster]

@GavinSBaker What’s the name of the report? Just so I can look it up on my end

[Moat Master @MoatMaster]

@Aureliusltd28 Thoughts on Amerant?

[Moat Master @MoatMaster]

@JonCukierwar Can you provide a link to the source?

[Moat Master @MoatMaster]

@Invesquotes Source?