Stormshield

Not investment advice. Former IB/PE monkey on the capital compounding train, building wealth for the next generation.

[Stormshield @Stormshieldval]

$ksi $ksi.to software is dead, right? Right?!

[Stormshield @Stormshieldval]

@PochardCapital @pappageorge @negligible_cap someone's getting canned

[Stormshield @Stormshieldval]

@CorpFinScum @justbrosef stuff of nightmares... what ever is going to happen to the poor analyst?

[Stormshield @Stormshieldval]

@allenkhatch @threadreaderapp unroll

[Allen Khatchatrian @allenkhatch]

https://t.co/Qe1ZJFvDkw

[Stormshield @Stormshieldval]

@P_Remarks @dalibali2 wait until the sell side community catches up on the rerate -- everyone gets an upgrade!

[Stormshield @Stormshieldval]

@negligible_cap Value buys

[Stormshield @Stormshieldval]

@Stonks7733221 @SiliconSalvage Imagine the earnings impact going from 20 % to 10% take lol. All to the bottom line

[Stormshield @Stormshieldval]

$PD's 10+% buyback in 1 qtr lol

[Stormshield @Stormshieldval]

@TheNarrenschiff @HatfieldCapital Throw in leverage into the mix and equity value go poof

[Stormshield @Stormshieldval]

@lfg_cap Bill be like

[Stormshield @Stormshieldval]

@douglauretano @aripap @joe_zappa Ok tell the big brands to go find a LR replacement at parity. None exist

[Stormshield @Stormshieldval]

@dalibali2 Bought by the strategic with one of the most disynergies. Guess Howe wanted to keep his job

[Stormshield @Stormshieldval]

@dalibali2 Firesold…

[Stormshield @Stormshieldval]

Jokers at $TTD @TheTradeDesk should've paid a vastly higher price when its own stock was at ATHs to consolidate their Switzerland positioning in the open web and differentiate their dumb pipes. GL going at it alone

[Stormshield @Stormshieldval]

fare thee well $RAMP -- should've been much higher but good time to recycle capital

https://t.co/KhiSSaaiuM

[Stormshield @Stormshieldval]

2.5x ntm rev / 10+x ntm ebitda... likely little-to-nothing for strategic value and synergies. outrageous

[Stormshield @Stormshieldval]

@gatorcapital $FIS over $FISV?

[Stormshield @Stormshieldval]

@MrMojoRisinX I assume (1) you're more generalist vs software focused and (2) you don't sit on the private side?