James Equity

Equity, James Equity

[James Equity @truthfromthone]

@qcapital2020 @stevemano101 But in these cases the numbers did deteriorate quickly and it was more obvious they would / multiples were often high in the hopes something good would happen. I think it’s a bit different

[James Equity @truthfromthone]

@Toronto242M So if the business is compounding but the share price not going up you think its not working?

[James Equity @truthfromthone]

@bobspaysubstack Didn’t want to be a turnaround guy / felt there were problems that couldn’t be fixed

[James Equity @truthfromthone]

@HettyGreen2020 @KarstResearch Yeah just seems like an ideal time to own $bro if you can wait it out for a few years.

[James Equity @truthfromthone]

@KarstResearch @HettyGreen2020 Does this also imply that valuations on brokers will come down / setting up $AJG / $BRO to acquire more Accretively next few years?

[James Equity @truthfromthone]

@SayNoToTrading @JBierne Why do you say that?

[James Equity @truthfromthone]

@HgcMatt @calvinfroedge what is this measuring? how is the 1 company determined? what is the grouping?

[James Equity @truthfromthone]

@siyul Looks like clear catch up trade in $moh which also happens to be an amazing pure play with clear competitive advantages 🤔

[James Equity @truthfromthone]

@SayNoToTrading Do you have the link?

[James Equity @truthfromthone]

@returnoncap @dennisihong In general agree but the landscape has gotten so cheap there are very ownable alternatives things at these levels (klarna, xyz, Ayden, chime)

[James Equity @truthfromthone]

@TeaBagCapital It’s not as good of a company as everyone thinks. People anchoring to covid results

[James Equity @truthfromthone]

@qcapital2020 @Crussian17 I mean ya at prices that were multiples of the current price. Would say he’s clearly acting rationally and hasn’t sold any at these depressed levels

[James Equity @truthfromthone]

@AndrewM61370616 The complex is good value but could be dead value because people don’t want to buy into a soft market that could last 5+ years. Not right but have to recognize the sentiment / lack of catalyst higher for many names

[James Equity @truthfromthone]

@JaredSleeper @Roy_Wainer No different than the cost of acquiring customers organically if you can pay the right price and earn high ROIC on it

[James Equity @truthfromthone]

@KarstResearch Long $TDG short $LOAR

[James Equity @truthfromthone]

@blondesnmoney You would think would be big beneficiary of GLP1s

[James Equity @truthfromthone]

@dennisihong Seems like it’s happening again. Lot of amazing companies at 52 w lows

[James Equity @truthfromthone]

@KarstResearch Do you have a sense for SKWD's underwriting culture? conservative?

[James Equity @truthfromthone]

@pitandhummus @viggy_krishnan Totally agree on hyoerscaler vs neoclouds … number goes up for everyone

[James Equity @truthfromthone]

@CacheThatCheque Great life