Sam Argow

Automation enthusiast via machine learning, fermentation & aviation, developing low-cost customer segmentation tools at

[Sam Argow @OptioNerd1]

@FocusedCompound 'I think that, every time you see the word EBITDA, you should substitute the words "bullshit earnings.'
― Charlie Munger

[Sam Argow @OptioNerd1]

One thing that makes me very skeptical of many claims re: AI is that Value Line ($VALU) continues to have a business - they literally just rearrange data that's already in electronic form and no one has created an AI-based substitute

[Sam Argow @OptioNerd1]

@TicTocTick Sometimes the easiest shorts are after the stock has fallen >50% from ATH

[Thomas Braziel @Bkclaims]

I see all these SMB roll-up/buyout guys riding the greywave of boomer-owned businesses, sweeping under the radar of PE firms laser-focused on $25M+ targets. Makes total sense: buy at 4-8x EBITDA, structure the deal with 1/3 cash, 1/3 debt, and 1/3 seller note—classic playbook, and it works all day long.

But let’s be real—buying a $5M business with 10-20 employees is grunt work. If you’re not boots-on-the-ground, ready for the hand-to-hand combat of small business operations, it’s a slog.

Here’s the angle though: these guys should be networking with people like me. I’m swimming in SMBs every day through trade claims—and more importantly, I see the ones that still get paid even in bankruptcy. If a business's trade creditors get theirs while the secured lenders are licking their wounds, you know you’ve got a resilient operation.

Food for thought: the real gold isn’t just in EBITDA multiples; it’s in businesses that prove their worth when the chips are down.

[Sam Argow @OptioNerd1]

@_MG_ 100% agree - @RizomaSchool refers to this as 'spreadsheet brain'

[Sam Argow @OptioNerd1]

@signulll Funny to compare this to something like Coke ($KO) and see what an amazing business they run in every metric

[Pericles @PerryALPHA]

The fact that Mark Zuckerberg is at the White House UFC Freedom 250 & Meta is a sponsor are indicators that Republicans will win the midterms. He goes where the wind blows & has access to more data than anyone from FB/IG. His data is telling him it's good to be Republican in 2026

[Investment Wisdom @InvestingCanons]

“Every great money manager I’ve ever met, all they want to talk about is their mistakes. There’s a great humility there.”

— Stanley Druckenmiller

[Dividend Growth Investor @DividendGrowth]

I often think about this

[LeoDaVinciWave @LeoDaVinciWave]

Julius Caesar knife block.

[Sam Argow @OptioNerd1]

When will the Office of Strategic Capital make its first purchase of $SPCX?

[Sam Argow @OptioNerd1]

@BuzzPatterson A $50k piece of equipment looking for a $50 million piece of equipment to destroy

[Jum @JesterJum]

Got really sunburned doing yard work today so I took 3 Viagra.

Doesn't do anything for the sunburn but it does keep the sheet off my legs when I lay in bed.

[Robert Wilkinson @robertwlk]

40 years ago today, l asked my childhood sweetheart, my best friend and the most gorgeous woman l know to marry me.

All three said no.

[Niccolò Machiavelli | The Prince ⚔️ @NiccoloDaily]

Make no small plans for they have no power to stir the soul.

[Lloyd Legalist @LloydLegalist]

Livin’ in a Van Gogh down by the river!

[beeple @beeple]

PERMANENT UNDERCLASS

[Sam Argow @OptioNerd1]

@HighyieldHarry Following the old inclusion rules could be an interesting way for funds / etfs to differentiate themselves and charge higher fees