CafeB
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Posts posted by CafeB
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On 11/15/2021 at 10:26 AM, irnovo said:
I'll suggest reading two writeups on VIC, https://www.valueinvestorsclub.com/
For me, I am mostly looking at bigger picture and downside protection. Plasma protein market will continue to grow for the foreseeable future. GRFS is in plasma protein oligopoly. Debt is being used to acquire smaller players in the market. The cost of debt is low, indicating no worries that company will not be able to debt/interest. I don't see a scenario where rev does not grow or margins suppress. The risk is that gene editing tech (CRISPR etc) makes plasma protein therapies obsolete, but that is really far in my opinion. Recent weakness in share price is due to debt and dividend cut. My time horizon and expectation is a double in 5 years.
Thank you very much, irnovo. I appreciate your calling attention to debt and dividend cut as current concerns of investors.
I will plan to start a new topic for Grifols in order not to interrupt "What are you buying today?" any further.
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On 11/16/2021 at 11:15 AM, kh812000 said:
SWCH.
Amazing how under the radar this co is. Just had analyst day yesterday.
Guides double digit revenue growth for next 10 years.
Guides best in class EBITDA margin 55% for mature properties
In the catbird seat for migration of workloads off enterprise into cloud / tier 4 colocation.
REIT conversion on track for January 2023.
Just a solid solid co that noone talks about.
A timely recommendation:
Per Reuters 11/15 Deals of the day:
** KKR & Co Inc and Global Infrastructure Partners (GIP) will take U.S. data center operator CyrusOne Inc private for $11.49 billion in cash, the latest deal in a sector that has boomed during the COVID-19 pandemic.
** American Tower Corp agreed to buy U.S. data center operator CoreSite Realty Corp for $7.51 billion in cash to tap into a sector that has seen a boom in demand during the COVID-19 pandemic.
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1 hour ago, irnovo said:
Added to GRFS. Overlevered due to acquisitions, but the business is here to stay and will grow.
I would appreciate any additional thoughts on Grifols, irnovo. For several weeks I have been waiting to start a position--and on many of those days the stock has made a new low. The Biotest acquisition certainly seems attractive.
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I should also have included [ Bitfinex'ed
(@Bitfinexed) / Twitter ], who has been at the forefront of calls for transparency from Tether--and whose allegations have now been confirmed as serious and substantive by a series of regulatory actions.
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For those interested in the set of concerns that are focused on Tether, I would recommend the work of [ Cas “Mildly Interesting” Piancey (@CasPiancey) / Twitter ] and [ Bennett Tomlin (@BennettTomlin) / Twitter ] at [ Crypto Critics' Corner (@CryptoCriticPod) / Twitter ].
Protos Media, which appears to be one of the few outlets not beholden to the crypto industry and its promoters, has recently released a report, "The Tether Papers", which is discussed further in a recent CCC podcast: Episode 34 – The Tether Papers (featuring David Canellis of Protos Media) – Crypto Critics' Corner (cryptocriticscorner.com) .
In all, control of crypto initiatives--including DeFi--appears to be far more centralized than advertised. Per [ Goddamn Forking Stablecoins – Bennett's Blog (bennettftomlin.com) ]: "The more economic activity that depends directly or indirectly on stablecoins[, such as Tether,] the more influence that stablecoins have over the governance, and right now there is significant economic activity that depends on stablecoins."
What are you buying today?
in General Discussion
Posted
FIS. Averaging down. A smaller position that I plan to make larger.
Seeking advice about whether and how to attempt to anticipate tax-loss selling (share price > -20% YTD): should one expect the rate of selling to increase substantially toward the end of the year? or would that process typically already be well underway?