Cool Stock Tweets #19

A great summary of Garret Motion situation

YTD, GTX share repurchases were +15% of all trading volume

Could go higher in second half given the projected 2H cash flow

$GTX

— Nat Stewart (@natstewart5)
8:58 PM • Jul 25, 2024

Tech outage and flight cancellation winners? $CAR

— Chris Camillo (@ChrisCamillo)
7:08 PM • Jul 22, 2024

This is ReposiTrak's $TRAK market and we're all just living in it.

We as a society always require a dominant health threat. We are always at war with Eurasia. We are always at war with microbes.

-When there's no dominant influenza or airborne bacteria story (right now), the… x.com/i/web/status/1…

— Lauren Balik (@laurenbalik)
7:16 PM • Jul 23, 2024

1/ $MREO Just published on one of my favorite set-ups in the market. Though a pre-revenue biotech, there are several features at play here that make the r/r uniquely attractive...

— Jake LaMotta (@ragingbullcap)
6:36 PM • Jul 23, 2024

I am long Watches of Switzerland Group $WOSG with 42% of my portfolio.  Link at the usual place.

— Bill Huang (@Billhuang1223)
1:35 PM • Jul 22, 2024

I think $ALAR is appealing again here after that recent selloff. Numbers weren't really bad—expectations were just too high for it. I see more a lot more margin for error/safety and upside from the $25-28 range.

— Mike (@Mike10947310)
5:25 PM • Jul 23, 2024

The Greystone Capital Q2 letter is now available on our site. Discussions include $SYZLF, $APG, $LMB, $BELFB and $MFCSF. I also share some thoughts on company and management trustworthiness.

greystonevalue.com/_files/ugd/47f…

— Adam Wilk (@AKWilk)
12:29 PM • Jul 26, 2024

Q2 2024 Investor Letter is now available on our website.  The letter includes our long thesis on Kraken Robotics $PNG.V / $KRKNF

— Deep Sail Capital (@DeepSailCapital)
5:28 PM • Jul 25, 2024

$UBFO
Jagroop doesn’t stop. He owns more than 77 YO Founder/Chairman/CEO now. 🫡

— Our Bank (@OurBank3)
1:45 AM • Jul 25, 2024

$FRSB has a very good credit culture. Some day, that stock will trade to book value.  Likely North of $16 at July month end.

— Timyan Bank Alert (@TimyanBankAlert)
3:34 PM • Jul 26, 2024

$LUNA makes fiber optic testing equipment.  That's a pretty nice uptrend in revenue, trades for $100 million market cap.  I have no clue on the fundamentals and this type of company isn't my game, but this is a nice long lead for people who focus on profitability inflections.

— David Orr (@orrdavid)
4:29 PM • Jul 27, 2024

$ELA another possible long lead with growing revenue and solid profitability.  I'm not going to get involved, but seems like a unique company that could have a high edge:

"Two segments, Commercial-Services and Direct-To-Consumer. It provides end-of-life asset recycling; data… x.com/i/web/status/1…

— David Orr (@orrdavid)
6:40 PM • Jul 27, 2024

It is dumb, but I am tempted to move the whole portfolio to cash or t-bills for the rest of the year. This would lock in a yearly performance number that will ensure I hit my 10-year performance goal. But.. not really trying to build a track record, and I love $GIFI too much :)

— No Called Strikes Investing (@NCSI_SA)
6:24 PM • Jul 27, 2024

It isn't the best run company out there by any means, but I have to say mostly respect the management at $LUVU. Running a very small company, but they don't dilute shareholders, hold quarterly earnings calls, the CEO owns a ton of stock, and they usually manage to turn a profit

— No Called Strikes Investing (@NCSI_SA)
2:51 PM • Jul 26, 2024

While I'm short some large cap U.S. consumer staples, I'm long Yakult (TYO 2267). 25 years of consistent profits and steady growth. Cheaper than global peers and positive carry with cheap yen borrowing costs. Improving capital returns too.

Short writeup on the ol S'stack.

— AltayCap (@AltayCapital)
1:25 AM • Jul 24, 2024