Cool Stock Tweets #20

Copart investment overview from Edgewood Management $CPRT

— Talbott (@talbottzink)
4:14 PM • Jul 31, 2024

Long $CNH at $10.  $12.5B market cap co that will earn $1.45 this year—so, 6.5x earnings on below mid-cycle figure, or a 14x PE discount to S&P (all-time extreme) for an underlevered, oligopoly-type business that ran a 30% ROE last year.  No brainer. x.com/i/web/status/1…

— Garrett Arms (@ArmsGarrett)
6:03 PM • Jul 29, 2024

$GRBK

Revenue: $547mm vs $503mmE

EPS: $2.32 vs $1.77E

Revenue: +20%
EPS: +42%
Gross Margins: +320bps y/y

North Texas housing, yall

— Steads (@winsteadscap)
8:21 PM • Jul 31, 2024

I think it's safe to say that Rick Ross is enjoying his Sky Harbour $SKYH hangar at Miami's Opa Locka Airport. All of these pictures are from his public  Instagram.

— Alex Bossert (@alexbossert)
3:07 PM • Jul 31, 2024

Citizens Bank $CZBS call report is out.  ECIP recipient. Net income $4.2 million versus $3.7 million in prior year qtr.  There are some holding co. expenses. Assuming normal expenses I expect EPS of ~$2.10 per share.  Eff. ratio 46%.  Trades otc - last trade $46.  Bid $47

— Tim Eriksen (@eriksen_tim)
3:25 AM • Jul 31, 2024

Cedar Creek Partners Q2 Letter released.  Stocks mentioned $FIEB $MFBP $CZBS $SODI $PROM $PCHM $ENDI $LNF.TO $ROYTL $PDRX

— Tim Eriksen (@eriksen_tim)
7:29 PM • Jul 30, 2024

$FIEB First IC Korean run bank outside Atlanta.  Call report shows $6.8 million net income in second quarter or $0.75 per share.  TTM EPS of $2.70.   Trades on expert market - last trade $7.50.  Paid $1 dividend in Q1.

— Tim Eriksen (@eriksen_tim)
3:21 AM • Jul 31, 2024

Our Q2 2024 Investor Letter is now available here:
go.pracap.com/hubfs/Quarterl…

Follow us @praetoriancap for more updates.

— Praetorian Capital (@praetoriancap)
3:29 PM • Jul 29, 2024

Here are 10 of the most interesting micro-cap stocks pitches recently. Featuring:

$PROM + $FIEB - @eriksen_tim
$FTHM - @antarcticapital
$DBA.MI - @Floebertus
$CAR.L - @RebelHQ
$STB.L - @FirmReturns
$IQ.V - @WolfOfOakville
and more

— Yellowbrick Investing (@joinyellowbrick)
6:29 PM • Aug 3, 2024

I didn’t tweet about our numbers as it was in a confidential email but now that it’s public:

- 50 out of 52 business units in $mcd had positive cash flow from the promo

- franchisees made an average of $1,830 from this promotion

- 10% of customers at lunch/dinner order it… x.com/i/web/status/1…

— McFranchisee (@McFranchisee)
1:38 PM • Aug 1, 2024

Props to $MUEL for solid business execution (and a very well-timed buyback). I've been very skeptical on this one because I don't really understand if the business has actually improved or if it's riding a cyclical wave. Still don't know. Anyway, great pick from @majgeoinvesting

— Harris Perlman (@OtterMarket)
3:21 PM • Jul 29, 2024

I own $NCT, an air cargo services company operating out of Hanoi's international airport. It has gross profit margins ~50%, net profits ~30%, sells for ~10x earnings, and pays an 8% dividend.

— Daniel Wahl (@daniel3point0)
1:55 AM • Aug 4, 2024

$FNCH trial next week will be very interesting. Bought a few shares ~$1.8. Only suitable for PA and basically extremely illiquid, caveat emptor. Keep in mind this is a complete binary. But that's why the opportunity exists, definitely a unknown situation / not actionable for… x.com/i/web/status/1…

— Mike (@Mike10947310)
12:02 AM • Aug 2, 2024

Gung Ho Entertainment $3765's cash pile is nearly its market cap.  It's down 3.3% on rates news, along with most other Japanese stocks.

For a sanity check: I'm pretty sure that rising rates are good for this company, not bad?  Right?

Could see some short-term chaos, of course.

— David Orr (@orrdavid)
3:25 AM • Aug 1, 2024

Twitter fam,

My friend runs a global small cap fund and is looking to hire an analyst. This is a fantastic role for those interested in off the beaten path opportunities.

Below is a quick blurb about the position. Contact info is on there.

Retweets for visibility are… x.com/i/web/status/1…

— Clark Square Capital (@ClarkSquareCap)
12:03 AM • Jul 31, 2024