Richard Stuckey

[Richard Stuckey @stuxsta]

@RodriGo_ethe @WaterworldCapi1 Glad to hear it

[Richard Stuckey @stuxsta]

@RodriGo_ethe @WaterworldCapi1 Fascinating, would love to hear the case if you don't mind sharing

[Richard Stuckey @stuxsta]

@Sir_Kory Why would 10x sales be an attractive valuation?

[Richard Stuckey @stuxsta]

@SaveOnSend These Wise rates seem odd - eg sending EUR200 to BRL looks to cost 1.45% to me? And is pre-quoted to take 3 minutes

[Richard Stuckey @stuxsta]

@Heart4Eater @bullsfan1993 @aa9skillz How about if you'd got the three reds you deserved?

[Richard Stuckey @stuxsta]

@winsteadscap Thanks. How do you think about threading the needle between being appropriately optimistic on the next 3-4 years, and the inevitable (?) earnings cliff that comes at some point once demand slows and supply responds? I find navigating such a mega-cycle v challenging!

[Richard Stuckey @stuxsta]

@winsteadscap Has been an incredible call. What's your view now if you don't mind me asking?

[Richard Stuckey @stuxsta]

@orrdavid Would be interested to trial and help evolve

[Richard Stuckey @stuxsta]

@grok what REIT is referenced here, that rhymes with bet geese novice?

[Kingdom Capital @kingdomcapadv]

@Mr_Neutral_Man @stocksonnets Rhymes with bet geese novice

[Richard Stuckey @stuxsta]

@WTCM3 Hey, where was this from if you don't mind? Thanks!

[Richard Stuckey @stuxsta]

@INArteCarloDoss Your tune seems to have changed a little bit in the long four months since this message!

[Richard Stuckey @stuxsta]

@ManifestFunds Weren't revenues down 15% yoy pro forma for the acquisitions? 30x revenue seems a bit pricey for a company with declining revenue to me

[Richard Stuckey @stuxsta]

@GavinSBaker @farzyness Not to mention the stream of pardons of the most blatant fraudsters! Bernie Madoff would presumably have got his pardon this time if he'd survived!

[Richard Stuckey @stuxsta]

@GavinSBaker @farzyness But doesn't this assume broader continuity? Don't you think the persistent efforts to undermine the rule of law (eg threats to impeach judges for obstructing the "will of the people") and explicit intent to undermine the constitution (third term etc) merit a higher risk premium?

[Richard Stuckey @stuxsta]

@michaelxpettis Hi Michael, what would unilaterally refusing to accommodate surpluses through its capital account look like? What would be the mechanisms by which that would be achieved? Thanks!

[Richard Stuckey @stuxsta]

@BeenThereCap Who did the UK arrest for posting perfectly civil opinions that oppose the establishment norm?

[Richard Stuckey @stuxsta]

@PenttiJokinen Care to share the company? Thanks!

[Richard Stuckey @stuxsta]

@Restructuring__ Interested to see the deck pls. Ta

[Restructuring__ @Restructuring__]

Outstanding ClearLake's slide from Dec-23 that I just received which includes detailed realization information over the last few years

Exact figures are not disclosed but it seems that the 7x MOIC we estimated in the tweet below for Wheel Pros is fairly accurate

In addition, it is very interesting to see how many of these exits represent continuation vehicles (in case not obvious, the red edits are mine)

By the way, if you want to get the entire deck this slide is pulled from, retweet this post, comment interested, and send me a DM

[Richard Stuckey @stuxsta]

@nickgerli1 This is great data. Thanks Nick. For international context, the UK new build rate is only about 0.25%-0.30% of population nationwide on average for many years