Sublime
An inspiration engine for ideas
The 3 Things I Look at When I First Look Up A Company
1. Revenue Growth
2. FCF per Share growth
3. Change in Shares Outstanding
〽️ichael Kandolinx.com
Warren Buffett on how he selects companies for Berkshire
pure gold ⬇️ https://t.co/R0uEmwNR81
Here is Part 1 of @AndrewRSorkin's interview with @BillAckman: https://t.co/DtHUBCRiDb
Squawk Boxx.com
My name is Dirt.
I write about cheap stocks.
A tiny REIT trading for 3.90x FCF and 32% of NAV. Management has consistently acquired shares 80% above today’s prices.
Link in bio. https://t.co/7BSM98STsy
When a company, in this case United Healthcare, attacks its critics, the probability that it has committed fraud or is guilty of a crime increases substantially. This morning the DOJ announced an investigation into UNH’s Medicare billing practices. The DOJ did not do this lightly.
My psychological short here is paying... See more
Bill Ackmanx.comHere is a video Thread on @WallStCynic in what he calls the
“Golden Age of Fraud”
Some good insights
1. “The Fraud cycle follows the business cycle with a lag, the longer and narrower the stock market rise the more fraud occurs as it matures”... See more
The Punisher (of Wall ST)x.com
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