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nspo

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  1. How long until he cries on CNBC and talks his book again?
  2. Picked up a starter in NTGR. A Deep-dive thesis included. https://edgarallenroef1c.substack.com/p/netgear-deep-dive?r=68eha&utm_campaign=post&utm_medium=web&utm_source=copy
  3. It's weird that I was just searching old PCYO thread today... I'll take that as a sign Bought some PCYO, NTDOY
  4. CVS getting some love here. I also added a tiny bit. I initiated a starter position. Still finishing up my research. Looks compelling at current valuation with mid/high single digit growth.
  5. Congrats on the play! I think I'm going to make a citizens arrest on anyone mentioning OSTK from here on out ;D... I had a decent amount of calls that expired in March... Guess I should've rolled those puppies huh?? I feel like vomiting when I look at the price...
  6. Tepper, Klarman, N. Lou. I can't stand Ackman, the guy seems like an absolute D-bag. Lack of humility is a no-go for me.
  7. Obviously a value guy here but have to give some of his thoughts deep consideration. Knowing who's on the other side of the trade (passive) and where those flows are likely to head/what makes them tick. Being a big follower of Klarman he speaks on the other side of passive weaknesses. Where you can take advantage of indiscriminate selling due to specific mandates at the fund level. Buy from passives (uneconomic selling ie dividend cuts) and selling to passives above intrinsic (buyer at any price) sounds like nirvana to me 8)
  8. It's interesting to hear someone make the case for upside volatility. Something of a rarity because of everyone's interest in world-ending black swans. It pays to take a balanced view sometimes, right? He's definitely one of the high-IQ types with tons of worldly wisdom. FYI, I asked him a few questions via Twitter DM and he responded almost immediately.
  9. This is insanely good! Wow. Thanks so much for sharing.
  10. Ha, yes maybe I'll go spend a small fortune on a socket set 8). AMA is an idea I saw on here posted by Spek I believe. It's an Australian auto body company that's rolling up a lot of the industry (cursory research). https://metisurance.com/ LKQ is interesting, just wonder how many people are going to junkyards right now. They do ship parts as well but still some hair on it. I might have to start a separate thread on all auto-related DIY/aftermarket. The dealerships (Cambria) are taking a beating as well. Best
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