buylowersellhigh

"..isn't standing still on the EV front."

Averaged up on existing position. trading at 10x FCF. Think the secondary wasn't well received, but it was expected from the large hedge funds. Plus, the company will be able to buy the 2MM shares for less than $25MM. I like the capital allocation at this level. Essentially, the turbocharger/ICE will have a longer life than is currently expected. In addition, the company is standing still on the EV front.

GTX

I am sure the capital appreciation has been good for you!

Did you buy Heidelberg on the German exchange?

Best player in the second hand market is the franchisor, Winmark.

Thanks.

How are you viewing UNH? cheap? always afraid of cheap getting cheaper....

Thank you nwoodman. I appreciate the insights.

Can you explain how this reserve release is done? Is it done when the reserve that was taken is no longer determined necessary against the insured or the claim is less than the reserve?

MGM

Don’t see the item u posted regarding this.

You should post this in the strathcona board

FRFHF, ETOLF, FTAI

I have been wanting to buy cement, aggregates for a while, too. Any thoughts on others like MLM, EXP, CRH, etc.? Which ones may be cheaper/better?

Paramount +

STHRF

Watching Shogun right now. I find it to be excellent.

Was enjoyable to watch!

what makes CACI so much better than a BAH or SAIC?

FERC rejected amended proposal between TLN and AWS (Amazon). https://www.ferc.gov/media/er24-2172-pjms-susquehanna-co-location-proposal

Why now? Is it valuation? Merger going thru…

Thanks Dinar. Appreciate the response.

Why Arcosa?

@longterminvestor so what did you decide to do? AON looks interesting from a valuation perspective. Good share cannibal and recently closed on the NFP acquisition.