Modern Major Generalist

"Fish where the fish are.. If the fishing is really lousy where you are you should probably look for another place to fish." - Charlie Munger (2020 DJCO meeting

[Modern Major Generalist @SawbillCap]

@TrungTPhan Is this a real movie?

[Modern Major Generalist @SawbillCap]

@SleepwellCap What a great development. How wonderful to go home and participate it redevelopment. Best of luck!

[Charlie Bilello @charliebilello]

Almost there...

[Modern Major Generalist @SawbillCap]

@gatorcapital @aheiser31 Hey Gemini, wasn’t First Data a disaster? KKR isn’t going to want to go through that again! They escaped, in part, because Frank is is gifted liar..

[Dario Perkins @darioperkins]

what a fantastic chart from @kevinmuir showing how unusual this earnings season has been

[Charlie Bilello @charliebilello]

13.1% of credit card balances in the US are now 90+ days delinquent, the highest since 2011.

10.3% of student loan balances are now 90+ days delinquent, the highest since 2020.

5.6% of auto loan balances are now 90+ days delinquent, the highest level on record.

[Modern Major Generalist @SawbillCap]

Have seen different estimates for 'passive vs active.' This one feels correct.

[Modern Major Generalist @SawbillCap]

@TokyoDeepValue The universal experience. Nailed it. Fax machine included. Also, he’s in a room that used to allow smoking and has 40 year old carpet.

[Modern Major Generalist @SawbillCap]

@PrefShares Stop, it’s far too dangerous! I thought they weren’t going to release it.

[Modern Major Generalist @SawbillCap]

@AdamB1438 That’d be a good book

[Financial Times @FT]

Keir Starmer has announced that all schools in England will be ordered to ban smartphones after the prime minister bowed to pressure from the Conservative Party, teachers and parents. https://t.co/sHExlD1dq4

[Modern Major Generalist @SawbillCap]

@breadcrumbsre Nailed it

[Dylan O'Sullivan @DylanoA4]

I say this line by Cormac McCarthy in my head at least twice a week

[Modern Major Generalist @SawbillCap]

@mastersinvest Super weird coincidence that Beacon Roofing used to be led by a different CEO named Robert Buck

[Dalius - Special Sits @InvestSpecial]

Multibagger pitch on $XPEL from @AltaFoxCapital

- High quality share gainer in a secularly growing mkt
- 3 years of heavy investment → earnings inflection ahead
- EBIT margins set to 2x by FY28
- 100% upside on conservative EPS forecast
- 250% if mgmt hits its targets

[Modern Major Generalist @SawbillCap]

@zone_astronomy @BillAckman On the one hand: so beautiful
On the other hand: looks like total shite

[Modern Major Generalist @SawbillCap]

@pokedstudiouk @andymstone @washingtonpost Likewise chainsaws and many such things

[Modern Major Generalist @SawbillCap]

@jean_twenge @AndrewYang Much rejoicing from parents of youngsters kiddos throughout the land. Thank you for all your effort and great work Jean!

[Modern Major Generalist @SawbillCap]

@RagingVentures $HD $LOW $TJX $ROST $ORLY $ULTA $TSCO $MUSA $KR

[Modern Major Generalist @SawbillCap]

@buccocapital Tell me your CEO worked for McKinsey without telling me they worked for McKinsey