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- Cool Stock Tweets #11
Cool Stock Tweets #11
Edwin Dorsey
June 02, 2024
Hi there, Edwin here! I’m launching a new project connecting investors with college students for non-expert insights. Do you want to know which clothing brands are getting popular? Which dating apps are losing share? Whether Netflix or Starbucks are still cool? Which drink is the next Celsius?
If you have any investment-related questions for the youth demographic, please share them here and I’ll send you back the collection of responses. It’s 100% free and I hope you consider helping with this experiment:)
Now, here are our favorite stock tweets from this week:
"Our Q2 is off to a really solid start"
"Saw the strongest first month to a quarter that we've seen in years"
- $EVLV yesterday at Cowen conference
— Blue Duck Capital Partners (@BlueDuckCap)
1:39 PM • May 31, 2024
I think $SOWG is very undervalued. People instinctually go "no moat" but they don't realize the sort of professionalism, consistent quality, and well-oiled delivery capabilities that are key to having relationships with big box stores. Their moat is distribution and scale and so… x.com/i/web/status/1…
— Mike (@Mike10947310)
4:14 PM • May 30, 2024
If you don't follow @Mike10947310, why not?
He's publicly posted four ideas in his free newsletter:
1/ $ALAR on March 24, now +60%
2/ $TSSI on April 16, now +250%
3/ $AWRE on April 30, roughly flat
4/ $SOWG on May 14, +60%Great guy, insanely sharp, my favorite new follow
— Edwin Dorsey (@StockJabber)
11:55 PM • Jun 1, 2024
$UBAB - initiating buyback or tender offer. ECIP recipient allows for 2x leverage of underlying sustainable 13% RoE so about 25% RoCE. Sells for 5.5x earnings. Has low-income housing/infrastructure franchise that provides low cost of funds & generates a lot of fee income.… x.com/i/web/status/1…
— Keith D. Smith, CFA (@Bonhoeffer_KDS)
3:29 PM • Jun 1, 2024
Took a small long position in $MDRX months ago after reading a short report that largely addressed already-known concerns. Its an accounting clusterfuck but an ok business.
Today its up a lot after affirming guidance and announcing that it will consider strategic… x.com/i/web/status/1…
— SG (@stockgutter)
10:20 PM • May 28, 2024
NUAM – the catalyst-rich "secret" new stock exchange
Merging the stock exchanges of Chile, Colombia and Peru has created an interesting, little-noticed new stock, Holding Bursátil Regional ("NUAM").
It is dirt cheap.
You've read about it here first.
— Undervalued-Shares.com (@uv_shares)
8:12 AM • May 31, 2024
ALAR, TRAK, KPG, SOWG
— Ryan Reeves (@RyanReeves_)
5:28 AM • Jun 2, 2024
Although he’s not the founder, he basically transformed the company. $ALNT you might check out. Danaher alum.
— Brian McCann (@Bootstrap68)
8:40 PM • Jun 1, 2024
Here's a holding I haven't talked about. Powermatic $BCY.SI is a communications equipment and software company in Singapore with an incredible track record. The company has a total return of 500% in the past decade and has 4x'd operating income and doubled revenue since 2016, yet
— Myles (@finphysnerd)
12:55 AM • May 29, 2024
Is trading at a 12 PE with over half their market cap in cash. While capital returns leave a bit to be desired, at a 3% dividend yield there is a huge catalyst. The company holds real estate currently on its book at cost from 2009 at $16m, when it has been valued at $46m. However
— Myles (@finphysnerd)
12:55 AM • May 29, 2024
What richcession? Luxury private jet hangar co. $SKYH continues to perform, and a breakout to new highs seems likely.
— SG (@stockgutter)
3:42 PM • May 26, 2024
Weatherford $WFRD de-levered & can finally repurchase stock & initiate dividend.
Grows faster than Big 3 $SLB $HAL $BKR (offshore/international exposure & pricing) and significantly cheaper.
— JabroniCoin.USD (@TheBenSchmark)
6:30 PM • May 30, 2024
Here is a summary list of 10 Baggers from this Thread that I found interesting. Some good hunting ground in here:
— Deep Sail Capital (@DeepSailCapital)
7:46 PM • May 30, 2024
Mr. Arnault keeps buying shares in his company $LVMH
— Invest In Assets 📈 (@InvestInAssets)
9:56 AM • May 31, 2024
Hyoki Kaiun Kaisha (TYO 9362) is a cheap JP logistics nanocap with 9% RoE and 0.39x ADJ P/TBV. 10 year EPS and book value per share CAGR of 8% and 9%.
No one has written it up or tweeted about it. Short 400 word writeup (if you skip the sum of the parts calculations). I own it.
— AltayCap (@AltayCapital)
7:43 PM • Jun 1, 2024
Akatsuki (TYO 3932) is a $188m net-net Japanese video game developer with a decade of profitability trading at dirt cheap valuations. Sony bought 10% and Koei Tecmo 8% recently, validating their newest development platform.
Yield: ~4% (3% Dividend on equity policy)
— AltayCap (@AltayCapital)
7:15 PM • May 28, 2024
Amazing line from latest Elliott letter:
"The trick is not to lose too much money in the bargain phase, which always precedes the really big bargains, which always precedes the insane bargains, which always precedes the magical moment when for no particular reason, markets turn"— Timothy Liu (@timothyhliu5)
1:51 AM • Jun 2, 2024
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Until next week,
Edwin
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Cool Stock Tweets is Not Investment Advice. Twitter: @StockJabber