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- Cool Stock Tweets #24 (Last Edition)
Cool Stock Tweets #24 (Last Edition)
Edwin Dorsey
September 02, 2024
Today is the last issue of Cool Stock Tweets. This was a fun experiment, but I struggled to grow Cool Stock Tweets as big as The Bear Cave and Sunday’s Idea Brunch, don’t see a path to profitability for this publication, and would rather focus my time on The Bear Cave.
That said, I hope you enjoy this list of tweets. I’ve also included a list of the long-biased accounts I reviewed weekly so you can find great long-biased ideas going forward.
River Oaks Capital 1H24 letter is a great read for investors interested in small companies.
My favorites:
1. Truxton Bank $TRUX
• High quality conservative bank and high quality wealth manager in one.
• Management seems like good and honest operators.
• Currently at 10x… x.com/i/web/status/1…— Arjan (@A_Noordermeer)
2:20 AM • Aug 30, 2024
Smart people buying Hormel Foods $HRL for recession protection at today's depressed price.
Doubly wins because the 3.6% yield (raised annually for 57 years in a row) is worth more as interest rates head back to zero.
— Ian Bezek (@irbezek)
8:51 PM • Aug 26, 2024
Electromed $ELMD fiscal Q4 looked solid to me
Sales +9% yr/yr
Operating income +56%
EPS +66%"we continue to see opportunity to... drive double-digit growth consistently on the top line as well as expanded operating leverage"
$16 million in cash, zero debt
— Nat Stewart (@natstewart5)
3:17 PM • Aug 28, 2024
Chipotle is testing Chipotle Honey Chicken in Nashville and Sacramento. The chicken is marinated with adobo peppers and Mexican spices and finished with honey. Company says it received the highest marks among any chicken innovation it's ever tested. $CMG
— Jonathan Maze (@jonathanmaze)
1:51 PM • Aug 27, 2024
@JimmyButlerCap@SuperMugatu $PZZA
— Steads (@winsteadscap)
2:15 PM • Aug 26, 2024
Interesting Sky Harbour $SKYH deep dive from @alexbossert 👇
— ToffCap (@ToffCap)
1:11 PM • Aug 24, 2024
$FOUR talks a good game about its SkyTab restaurant point-of-sale system, but I've only seen it in use in the wild once (outside of big stadiums)...at an upscale diner in Hightstown, NJ.
As a longtime $TOST investor, SkyTab's presence always bothered me - particularly since it… x.com/i/web/status/1…
— Raging Capital Ventures (@RagingVentures)
1:35 PM • Aug 29, 2024
$BOUV Bouvet Revs +20%+ EBIT +52%. Trades for 16x FCF
— Psyop Capital (@psyopcapital)
5:12 AM • Aug 27, 2024
$NN Director Neil Suban reported buying 250k shares over the last few days. Given that the insiders at the company have the very best look into the process, this should provide some comfort to shareholders. Suban spent $1.75 million to buy these shares.
— Charles Frischer (@cfrischer1)
2:27 AM • Aug 28, 2024
New writeup on the Stack (Free)
Sanyo Industries (TYO 5958) announced a buyback on Aug 6 and completed it Aug 7 buying back 4.15% of outstanding shares. Net-net buying back stock.
Forecast P/E: 5.6
P/E (LTM): 4.9
MCAP: ¥8.66b
NCAV: ¥11.16b
NCAV+Inv Sec: ¥12.15b
3.8% Dividend— AltayCap (@AltayCapital)
12:36 AM • Aug 30, 2024
Some of the accounts I’d review every week to assemble these lists of tweets include: @ChrisCamillo, @catechwilliams, @AltayCapital, @orrdavid, @BlueDuckCap, @NCSI_SA, @Mike10947310, @psyopcapital, @irbezek, @eriksen_tim, @marginofdanger, @natstewart5, @TimyanBankAlert, @mavix_leon, @LaughingH20Cap, @rusholmecapital, @TheBenSchmark, @RagingVentures, @AltaFoxCapital, and @Seawolfcap. In addition, this master list and Sunday’s Idea Brunch are good for idea generation as well.
I hope this publication was useful for you. Please feel free to follow me @StockJabber or reach out to [email protected] anytime.
Happy Labor Day,
Edwin