X

DEEP VALUE. RARE BIRDS.

[X @smiliswami]

On the low end to build a prison its $80k per bed.
57k x $80k= $4.5bn - (2.6Bn in debt)= $1.9Bn/120(s/o)= $16 p share,, for company currently trading for $5.5
FCF Yield +40%,, long term contracts,, diversified business,, short interest +30%

[X @smiliswami]

@Valuations_ He understood the assignment

[X @smiliswami]

@John_Hempton Stuart little

[X @smiliswami]

@natalkaburian @jeff_gramm To get to the other side

[X @smiliswami]

@garyvee Cautious coffee

[Atreides Management, LP @Atreidesmgmt]

1) Many investment firms ask their analysts to develop an "investment thesis."

A thesis is "a theory that is put forward as a premise to be maintained or proved."

An "investment hypothesis" is superior to an "investment thesis." Subtle, but powerful distinction.

[X @smiliswami]

@zebulgar This is so counterculture

[Steve Stewart-Williams @SteveStuWill]

Very cool: What people mean when they use everyday terms describing probabilities. https://t.co/ZgLV5398VQ

[MAZE @mazemoore]

Kamala Harris vs. Kamala Harris.

[SpacGuru 👊 @SpacGuru]

$UTZ / @UtzSnacks

[Oliver ೫ @oliverhamrin]

|￣￣￣￣￣￣￣￣￣￣￣￣￣￣|
$FB is a >$500 stock
|＿＿＿＿＿＿＿＿＿＿＿＿＿＿|
\ (👀) /
\ /
——
🩳
| /
- -

[X @smiliswami]

Roughly 1M encounters at the southern border; on pace for 2M by year end $GEO; $CXW

[X @smiliswami]

Pretty astonishing the recent uptick in Southwest border crossings. On pace to hit 1 million encounters by year end.

[X @smiliswami]

$GEO owns 57k beds for use for the BOP, USMS, and ICE.

[delian @zebulgar]

like sometimes people try to stress me out

and im like look im alive

the rest is all just a rounding error

be grateful for ye' physics engine that allowed for self-awareness

[Ari Sass @FullySynergized]

Soros claimed his strength was intuition not analysis. Very few managers would ever admit this especially in an industry where process and analysis are a source of pride.

[X @smiliswami]

@FullySynergized This is a great find 😂

[X @smiliswami]

@MarketRebels “Should” but our week politicians won’t do anything about it

[X @smiliswami]

@Jason Is the pope, catholic?

[X @smiliswami]

@WealthOrDie Same with Discovery+, ya don’t reinvent the wheel folks

[X @smiliswami]

We have the meats #arbys

[Bill Ackman @BillAckman]

Don’t forget that we have the technology.