The Value Kitten

Pouncing on Cheap and Good. Hunting for Special Sits.

[Miroslav Štěpánek @Miroslavtepnek1]

Nice, condensed write up on Tobila $4441.T one of my holdings. Understanding wierd accounting is the key.

https://t.co/EWfMZSFi3h

[Kingdom Capital @kingdomcapadv]

@stressed_assets I think you can make 30-40% on $NLOP as they finish liquidating their portfolio in 6-12 months. Estimates below which I've attempted to be conservative.

Being actively marketed: iHeart and Safelite
BCBS, APCO, and Arcfield are in stages of negotiations for MF conversion.

[The Value Kitten @thevaluekitten]

@eriksen_tim 🐐

[The Value Kitten @thevaluekitten]

@justquantcat @joinyellowbrick Holy alpha being given away for free on Twitter!

[QuantCat @justquantcat]

I've analyzed over 20000 pitches from @joinyellowbrick to find out if there is alpha in following them.

1/n

[The Value Kitten @thevaluekitten]

@AKWilk There are vets out there that are better and charge less than everyone in their area. You pay for the quality of the office rather than the quality of care in my experience. Just anecdotal though.

[The Value Kitten @thevaluekitten]

@evfcfaddict What does quality mean here?

[The Value Kitten @thevaluekitten]

@PantexCap Still holding $LESL ? Holy debt!

[The Value Kitten @thevaluekitten]

@Kreuzmann13 @IJW121 I’m so stupid for not buying $ICCC I spent so much time on it too.

[The Value Kitten @thevaluekitten]

@IJW121 @Kreuzmann13 $EVC and it will probably be his biggest winner for the second half of the year.

[The Value Kitten @thevaluekitten]

@leevalueroach I’m probably not long enough.

[The Value Kitten @thevaluekitten]

@Kreuzmann13 Easy to spot my fellow $EVC hodlers.

[The Value Kitten @thevaluekitten]

Not a bad first half of the year. $EVC was the biggest contributor. Japanese SaaS was the biggest detractor.

[The Value Kitten @thevaluekitten]

@ArmsGarrett @SowingAlphaSeed Or just hold it in an IRA.

[The Value Kitten @thevaluekitten]

@michaeljburry @orskyai Would be cool if this company could acquire $DR.TO

[The Value Kitten @thevaluekitten]

@saylordocs This is hilarious.

[The Value Kitten @thevaluekitten]

@ragingbullcap @Uzocapital Legends

[Dylan Marrello @ragingbullcap]

$EVC I may have pitched it to him, but his pattern recognition with $APP a couple years back has been a brilliant call (see below). If that story holds, this could keep going for quite some time as new customers onboard and operating leverage starts to kick in.

[The Value Kitten @thevaluekitten]

@kingdomcapadv @crowdturtle I feel physical pain selling this to rebalance the portfolio so I’ve let it run to 20% and I will cut it from there.