Trevor Scott

No politics, sports or social tweets.
Just investing.
Tweets are not investment advice.

[Trevor Scott @TidefallCapital]

Q3 2021 Letter $FFH.to
https://t.co/4kMHXlytCB

[Trevor Scott @TidefallCapital]

@ACIPartnerhship Didn't realize they carried so much debt here!

[Trevor Scott @TidefallCapital]

@the_zack_zhu what are you talking about it's full of trash and has been fined multiple times for quality control, including by chinese regulators.

[Trevor Scott @TidefallCapital]

"Q3 reaffirms our confidence in $FFH.TO's ability to consistently deliver mid-teens (or better) ROE. Our estimates move higher. Although FFH shares are up 24% since Q3, we believe FFH stock is overly discounted, trading at 1.2x fPB. We reiterate FFH as our top value pick." - RBC

[Trevor Scott @TidefallCapital]

@Alpha_Fox11 @JerryCap yes but there's also a collateral damage risk that if Nvidia goes down, AI capex pulls back in general. Obviously a worst case scenario.

[Trevor Scott @TidefallCapital]

@JerryCap @Alpha_Fox11 It feels like if Jensen goes, a ton of these weird financings will come under more pressure.

[Trevor Scott @TidefallCapital]

@StockTalk416 "Only when the tide goes out do you discover who's been swimming naked"
In reality, the Tidefall name was just because I was re-watching Skyfall when trying to come up with it.

[Trevor Scott @TidefallCapital]

The AI market may be in a tidefall.
If you are an accredited investor based in ON, QC, AB or BC, looking for an aligned manager that uses the Buffett Partnership 0/6/25 fee model, please DM me. Next closing date is Nov 30.

[Trevor Scott @TidefallCapital]

@Alpha_Fox11 @JerryCap If it was a standard affair I'd agree with you

[Trevor Scott @TidefallCapital]

@tortoiseinv Sadly we can't with our current offering

[Trevor Scott @TidefallCapital]

@Alpha_Fox11 @JerryCap do you really think that? it seems likely he is out in the next 48 hours.

[Trevor Scott @TidefallCapital]

The AI market may be in a tidefall.
If you are an accredited investor based in ON, QC, AB or BC, looking for an aligned manager that uses the Buffett Partnership 0/6/25 fee model, please DM me.
Next closing date is Nov 30.

[Trevor Scott @TidefallCapital]

@KaihoNow it is literally doing it already

[Trevor Scott @TidefallCapital]

"I’m increasingly skeptical about China's ability to do all of those things. But India’s job right now is a lot simpler — it just has to escape poverty and become an upper middle income country. And this I think it can do."

[Noah Smith 🐇🇺🇸🇺🇦🇹🇼 @Noahpinion]

India's poverty reduction is the second biggest in world history, just behind China's. India is now growing at around 6.5%, which is about the same as China in 2014. Manufacturing is growing right along side services.

More people should pay attention.

https://t.co/oFtdPCVEzr

[Trevor Scott @TidefallCapital]

<The rapid expansion of credit in the sector, along with “speculative fervor or animal spirits or FOMO,” and it’s starting to see signs of disruption, such as banks looking to sell construction loans>

[Carl Quintanilla @carlquintanilla]

“.. There’s about $200 billion of chips sitting in warehouses because the data centers aren’t ready,” Waxman said. That’s a risk because chips can depreciate rapidly, he added.

@business
https://t.co/nos67iFc2r

[Dr. Angela Rasmussen @angie_rasmussen]

We can test for every disease on earth with a single drop of blood

[Trevor Scott @TidefallCapital]

@Alpha_Fox11 $COST is trading at 58x FCF and growing at 9%.

[Trevor Scott @TidefallCapital]

@JimPGillies yes I wouldn't take that bet either then

[Trevor Scott @TidefallCapital]

@nearcertainty1 @Gold_Mansack More than enough. $78 trillion in stocks and $51 trillion in fixed income. One IPO isn't going to destroy the market due to liquidity, we've already just seen this with SpaceX.