- Cool Stock Tweets
- Posts
- Cool Stock Tweets #20
Cool Stock Tweets #20
This week’s newsletter is sponsored by TIKR and EdmundSEC! Here are some of our favorite tweets of the week:
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/yNorth 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
Research Tools I Love
TIKR is an affordable platform that allows investors to rapidly analyze 100,000+ equities across the globe. I use TIKR to quickly see financial data on companies, access earnings calls and investor day transcripts, and screen for new ideas. Please check out their phenomenal platform here.
EdmundSEC is a phenomenal AI-powered financial research assistant. I personally use and love EdmundSEC, especially its AI earnings transcript summarizer that highlights and cites the most important statements from any investor call. Getting up to speed on a new name is much faster and richer with EdmundSEC. Join me and test them out here or use code “BEARCAVE” for an extra 15% off their already affordable plans.
You can find even more free and paid stock research tools I love in this annual list here.
If you like this newsletter please consider sharing us with a friend (CoolStockTweets.com) and checking out some of our partnership links. This newsletter depends on your support!
Have a great night,
Edwin