Rational & Solvent

FCF • High ROIC • Cheap • Strong Balance sheet •Tobacco bull •Not all tech is built the same • Dont buy shitco’s • Not financial advice • DYODD

[Rational & Solvent @onlyalphalpha]

@blondesnmoney

[Rational & Solvent @onlyalphalpha]

@DadInvest @MrFamilyOffice They’re going to need to (for the rest of their lives until they die):

No dining out/takeaways
No kids
No heating during winter
Charge their phones on others electricity
Hunt for discarded shopping vouchers
Spend everything
Inherit boomer parent wealth

[Rational & Solvent @onlyalphalpha]

@GrumpierBTDay @majgeoinvesting @SCMRE111 +1 Chicago 🙋🏻‍♂️

[Rational & Solvent @onlyalphalpha]

@compoundpapi I think a lot investors are put off by sin stocks - arguably the new biz models are better for consumer health, but the legacy business probably a hard pass for many. Not for me

[Rational & Solvent @onlyalphalpha]

@rorysutherland Brandalism

[Rational & Solvent @onlyalphalpha]

@DadInvest Listened to the audiobook on Spotify. Enjoyed hearing his story directly from him

[Rational & Solvent @onlyalphalpha]

@SebKrog King of oil is excellent

[Rational & Solvent @onlyalphalpha]

@JohnDoeKnowsGuy Seems like SK Hynix

[Rational & Solvent @onlyalphalpha]

@RealJimChanos Do you think they’re tactically trying to absorb liquidity ahead of the other mega-listings coming up this year

[Rational & Solvent @onlyalphalpha]

@JohnDoeKnowsGuy Is google trying to hoover up some of the liquidity ahead of the mega listings?

[Rational & Solvent @onlyalphalpha]

Is $GOOGL trying to swallow up some of the liquidity ahead of the mega-listing happening this year?

[Rational & Solvent @onlyalphalpha]

@ragingbullcap What’s their pizza like?

[Rational & Solvent @onlyalphalpha]

@PythiaR Pretty certain that’s never happened to anyone here

[Rational & Solvent @onlyalphalpha]

@JohnDoeKnowsGuy $CSU and it’s not even close

[Rational & Solvent @onlyalphalpha]

@Finding_Moats The @AcquiredFM discusses the Luce in their episode on @Ferrari . Must listen for anyone with an opinion on it - in my opinion

[Rational & Solvent @onlyalphalpha]

@PandaValue 📠

[Rational & Solvent @onlyalphalpha]

@P_Remarks @ClarkSquareCap $CROX

[Rational & Solvent @onlyalphalpha]

@JohnDoeKnowsGuy It’s ripe for a PE buyout - way too cheap. Also found it interesting that it’s started creeping onto some really smart investor 13F’s (Himalaya, punch card, patient capital etc)

[Rational & Solvent @onlyalphalpha]

@F_Compounders +0.39% for the C’s