Saam

Capital implies you're building wealth
LT fundamentals/macro + ST opportunity

[Saam @riceforthought]

Should $DBRG Digitalbridge be taken private? CEO Ganzi has mentioned how private multiples are at least 2x public comps. Maybe a full take private by IFM?

[Saam @riceforthought]

@WagieCapital PZZA

[Saam @riceforthought]

@taobanker What’s going on at $CPRT

[Saam @riceforthought]

@SFarringtonBKC private credit leaking there was some news $KKR

[Saam @riceforthought]

@Mr_Neutral_Man

[Saam @riceforthought]

@realkaant @Larryjamieson_ @k3ithmccullough getting there

[Saam @riceforthought]

@TylerHardt @PapaJohns EBITDA declining as stores are shed and COSTS increase…

[Nothing To See Here @TylerHardt]

Your reminder that the standing bid from Irth capital for @PapaJohns is now 47% above the current share price. $PZZA

[Saam @riceforthought]

@shlonjay Lotta these…

[Saam @riceforthought]

@IntradayCycles #teaminverse for June! :)

[Saam @riceforthought]

@MaiusPartners @jukan05 Yeah know when to hop Jukan. No allegiances here.

[Saam @riceforthought]

@stressed_assets Care to elaborate on what was the defined plan by $DBRG? Their C-suite held a lot of equity.

[Saam @riceforthought]

@mxschumacher @StockzOnTap @SayNoToTrading They also just completed a huge acquisition which explains debt spike.

[Saam @riceforthought]

@tgw_dta Legend

[Saam @riceforthought]

@MrMojoRisinX OG Shareholder base got churned out on the dip into low 20s $RPRX

[Saam @riceforthought]

@sv_techie Briefly, yeah. Their annuity-like print biz is very attractive to an acquirer which is not talked about at all enough on X. CEO search ongoing in the midst of a memory crunch might be the nail in the coffin. $HPQ

[Saam @riceforthought]

$HPQ hovering around $19 despite 5+ downgrades from the Street... yet Board is off to a strong start on repurchases. Investor Day in April + CEO announcement... tick tock

[Stanphyl Capital 🇺🇸 🇮🇱 🇺🇦 @StanphylCap]

The sell-side (& short-term oriented buyside) has driven $HPQ down to 6x earnings (with a 7% dividend) on the basis that "the price of memory has reached a permanently high plateau" (to quote Irving Fisher).

I'm taking the other side of that. I wonder if an acquirer might too.

[Jared @jaredhstocks]

https://t.co/vJMlXNPRbP

[Saam @riceforthought]

@taobanker @simplenoticer @volcrushed No bread either then buddy

[Saam @riceforthought]

@k3ithmccullough @EconBerger Ask meta all the ROabcs

[Saam @riceforthought]

@BobEUnlimited Soft data from $WMT $TGT last week confirming the hard data.

[Gabriel Osorio-Mazzilli @InvestiBrew]

With AI taking over industries now

It seems insurance will have the most leverage in terms of adoption

Software and comms probably can deliver the most impact on margins and P/L given their cost of labor

$IGV could become interesting