@MananaInvesting Avatar @MananaInvesting Manana Investing

Manana Investing posts on X about $ffhto, $frfhf, debt, investment the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

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Social Influence

Social category influence finance stocks countries currencies cryptocurrencies technology brands automotive brands gaming travel destinations

Social topic influence $ffhto, $frfhf, debt, investment, $efxt, $efxto, india, $t, insurance, note

Top accounts mentioned or mentioned by @brownmarubozu @tidefallcapital @cj0pp3l @newcomerinvest @deepvalueco @cdinewsletter @dheerajnam @bizalmanac @anshulpuri0 @acipartnerhship @gaelanhanlon @mosinvesting @returnsjourney @djlowe @vikingvan100 @altafoxcapital @janezno63305264 @cdnvaluestocks @pronkdaniel @freightalley

Top assets mentioned Enerflex Ltd. (EFXT) AT&T Inc. (T) LGI Homes, Inc. (LGIH) TFI International Inc. (TFII) Verizon Communications Inc. (VZ) Decentral Games (DG) Markel, Corp. (MKL) Brookfield Corporation (BN) Manulife Financial Corp. (MFC) Robinhood Markets, Inc. (HOOD) Metadium (META) Berkshire Hathaway Inc Class B (BRK.B) Asbury Automotive Group, Inc. (ABG)

Top Social Posts

Top posts by engagements in the last [--] hours

"@CJ0pp3l IMO a few catalysts over time. increase in fee earning AUM increase in recurring income increase in dividends fee from sale of $DIR"
X Link 2023-05-05T04:25Z [----] followers, [---] engagements

"$DG - Dollar General - Disclosure: I own shares in $DG So far into my research I am really liking Dollar General. a)They serve mostly rural America. They are located within [--] miles of 75% of U.S population. They have over [-----] stores"
X Link 2023-07-15T18:22Z [---] followers, [---] engagements

"@oscar100_x $72M of the $405.3 losses was realized losses. So I think $300M is accounting loss. Still a fantastic quarter Happy shareholder"
X Link 2023-08-03T21:45Z [---] followers, [---] engagements

"@TeddyGambino @Tonyforever2003 @WinstonV99 What makes you think they are buying/will buy $WRG"
X Link 2023-08-05T13:50Z [----] followers, [---] engagements

"@ohcapideas @PhillipsRelic I am long $DG too quite the opportunity. Its going to be tough for a few quarters maybe but should do well over long term"
X Link 2023-08-14T23:20Z [---] followers, [---] engagements

"@borrowed_ideas @axecap95 They do not expand too fast as they had to close some stores in the past when they did expand too fast in 06-07. It speaks to the management disciple in opening stores. Take Popshelf too I think they have only opened about 100+ stores as they expand slowly"
X Link 2023-08-27T14:23Z [---] followers, [---] engagements

"@CDInewsletter I hold a small portion on the recent draw down. It is family controlled which I usually like but the CFO was charged last year for falling asleep in a strangers bed Governance makes me hesitate making it a large position"
X Link 2023-09-02T13:23Z [---] followers, [--] engagements

"@CDInewsletter small position*"
X Link 2023-09-02T13:24Z [---] followers, [--] engagements

"Brilliant Video Although $DG is now offering Fruits and Veggies at more stores Need balance between good & profitability. Long $DG https://www.youtube.com/watchv=vQpUV--2Jao https://www.youtube.com/watchv=vQpUV--2Jao"
X Link 2023-09-08T04:05Z [---] followers, [---] engagements

"@FocusedCompound $DG largest rural retailer focused on being lowest cost operator room for growth( USA Mexico and international) over the long term. Short term headwinds. Disclosure: long $DG"
X Link 2023-09-15T15:11Z [---] followers, [---] engagements

"@TidefallCapital How much would you pay"
X Link 2023-09-19T19:18Z [---] followers, [---] engagements

"$TLT I have so many questions on this ETF Why is it still trading at 3% yield while [--] year treasury is at 5% how are they increasing dividends YoY when rates are going up and none of their holding are expiring in the next [--] years"
X Link 2023-10-03T20:10Z [---] followers, [---] engagements

"@GaelanHanlon Ahh I see I was looking at yahoo finance dividend yield but I guess I need to see YTM. Thanks @GaelanHanlon"
X Link 2023-10-03T22:30Z [--] followers, [--] engagements

"@MoS_Investing Companies with a strong brand and strong value per unit (even if expensive) to customers compared to other available options. Example: $CAT"
X Link 2023-12-24T13:54Z [---] followers, [---] engagements

"@StephenFrampto9 @templargin @Bonhoeffer_KDS Now they can also move some of their fleet between Australia and North America if needed to improve utilization. Downside is the upfront cost of transportation"
X Link 2023-12-29T23:43Z [--] followers, [--] engagements

"@deepvalueco Yeah I was thinking abt this too. Sales have doubled since acquisition. Pretty cool. Linamar can do a lot more acquisitions in the industrial segment with similar growth trajectory"
X Link 2023-12-31T15:22Z [---] followers, [--] engagements

"@GaelanHanlon $NOA.TO should meet all these metrics might be a touch lower on ROC"
X Link 2024-01-05T00:24Z [--] followers, [---] engagements

"@deepvalueco I think the compression is due to the exposure to ICE. As they move more revenues to EVs and market understands that valuations should improve. And when mobility volumes and margins pick up over the next few years that would be icing on the cake"
X Link 2024-01-10T22:22Z [---] followers, [--] engagements

"$TOT.TO Announces an acquisition"
X Link 2024-01-17T14:21Z [---] followers, [---] engagements

"@deepvalueco They work on commodities so definitely cyclical no doubt. Maybe P/B is not the way to evaluate this business They are trading [--] x 2024E FCF"
X Link 2024-01-27T19:15Z [---] followers, [--] engagements

". Without understanding the management and business I would have prob been quite stressed. This is something I had read about but experienced it for the first time. I did end up upping my already overweight position but when its raining gold reach for a bucket (said a wise man)"
X Link 2024-02-09T21:44Z [----] followers, [---] engagements

"Disclosure: I am long $FFH.TO / $FRFHF not advise"
X Link 2024-02-09T21:44Z [----] followers, [---] engagements

"@AKWilk Mostly agree as long as the earnings report or prepared remarks were released in a reasonable time. I recently read an earnings call where the analysts were given a 10min head-sup of the release :D"
X Link 2024-03-06T20:11Z [---] followers, [---] engagements

"Anyone know publicly traded companies with management that openly accept their mistakes I'll go first $BRK $MKL $FFH.TO Also I find it amusing that I can't name any outside the insurance space. Who am I missing Thanks"
X Link 2024-03-07T18:46Z [---] followers, [---] engagements

"@ReturnsJourney @JordanLevitt2 @TidefallCapital"
X Link 2024-03-11T17:53Z [---] followers, [--] engagements

"@anasalhajji The land of the Hawaiian pizza and ETFs"
X Link 2024-03-21T08:45Z [---] followers, [---] engagements

"$FFH.TO / $FRFHF and $FIH.U [----] AGM slides are up. $FFH.TO - $FIH.U - https://www.fairfaxindia.ca/wp-content/uploads/Fairfax-India-AGM-2024.pdf https://www.fairfax.ca/wp-content/uploads/Fairfax-AGM-2024.pdf https://www.fairfaxindia.ca/wp-content/uploads/Fairfax-India-AGM-2024.pdf https://www.fairfax.ca/wp-content/uploads/Fairfax-AGM-2024.pdf"
X Link 2024-04-16T17:13Z [----] followers, [----] engagements

"@ohcapideas I am reading the [----] Markel shareholder letter now and $MKL owned 21.6% of $FFH.TO"
X Link 2024-04-21T22:38Z [---] followers, [---] engagements

"@BrownMarubozu For a company they knew abt worked with in the past and in the same business. I would consider $MKL not buying $FFH when it was trading less than book value as error of omission. $FFH is still cheap but was absurdly cheap before imo"
X Link 2024-04-21T23:01Z [---] followers, [---] engagements

"@tclaugus2 Quite Odd Maybe the CEO doesn't see record profits for a few more years and got another offer in the meanwhile. I am long a few shares of $CNHI and this wasn't on my cards :D"
X Link 2024-04-23T22:39Z [---] followers, [---] engagements

"$MKL - Markel Omaha brunch notes by Beowulfcap. https://beowulfcap.com/2024/05/07/weekend-in-omaha-berkshire-and-markel-meetings/ https://beowulfcap.com/2024/05/07/weekend-in-omaha-berkshire-and-markel-meetings/"
X Link 2024-05-08T17:33Z [---] followers, [---] engagements

"$MKL - Markel Omaha Brunch [----] Video. https://youtu.be/aOL8hcWxVtEsi=Xri5a2Yz85NhKf3n https://youtu.be/aOL8hcWxVtEsi=Xri5a2Yz85NhKf3n"
X Link 2024-05-09T05:49Z [---] followers, [---] engagements

"@BrownMarubozu Speaks volume about Kamesh to let the team and CEO lead the ceremony"
X Link 2024-05-23T04:26Z [---] followers, [---] engagements

"@BrownMarubozu Neither did I I watched an IPO for the first time as well haha"
X Link 2024-05-23T04:31Z [---] followers, [--] engagements

"@BrownMarubozu @jimcramer Well well atleast we are now on the reverse Cramer ETF"
X Link 2024-05-24T20:26Z [---] followers, [---] engagements

"$MNST - (I am playing the Odd Lot tender not Advise) Cost: $51.50 Shares: [--] Total Cost: $5098.5 Min - Max Profit Range: $148.5 - $841.4 With management expected to tende some shares I expect the purchase price to come in closer to the min($53) than max ($60).1/N"
X Link 2024-05-28T17:22Z [---] followers, [----] engagements

"@CrownsmenP @Wajax @Hitachi What's the episode#"
X Link 2024-05-29T16:31Z [---] followers, [--] engagements

"Update: The company has waived one of the conditions. https://finance.yahoo.com/news/monster-beverage-corporation-waives-financing-230800987.html https://finance.yahoo.com/news/monster-beverage-corporation-waives-financing-230800987.html"
X Link 2024-05-30T16:21Z [---] followers, [---] engagements

"@bizalmanac Take a look at $LGIH or $FRFHF or $NOA.TO might interest you"
X Link 2024-05-30T17:34Z [----] followers, [---] engagements

"@compoundcanoe @compoundcanoe : What makes $WJX.TO management high quality (I don't yet have a view on them curious to learn)"
X Link 2024-05-30T20:31Z [---] followers, [--] engagements

"Update: $MNST posts preliminary results as expected offer was over subscribed purchase price to be $53. Now waiting to see when the money hits the account. https://finance.yahoo.com/news/monster-beverage-corporation-announces-preliminary-113000840.html https://finance.yahoo.com/news/monster-beverage-corporation-announces-preliminary-113000840.html"
X Link 2024-06-06T15:08Z [---] followers, [----] engagements

"$MKL - https://www.youtube.com/watchv=mtKc9bt5xqI https://www.youtube.com/watchv=mtKc9bt5xqI"
X Link 2024-06-12T21:59Z [---] followers, [---] engagements

"@CJ0pp3l $LNR.TO $SJ.TO $FFH.TO"
X Link 2024-06-19T18:29Z [----] followers, [---] engagements

"$FIH.U Fairfax India. Hmmmm what did I miss"
X Link 2024-06-21T21:25Z [---] followers, [----] engagements

"@Alphainvestoor Although I am relatively new to playing odd lot special situations I haven't yet come across a tender offer where there were that many odd lot tenders. I am participating as I think the chances of the odd lot going through is high. Not Advise"
X Link 2024-06-24T17:00Z [---] followers, [--] engagements

"I wrote about $LGIH a company I own shares in on Substack. I appreciate feedback. Disclaimer: Not advise. https://mananainvesting.substack.com/p/lgi-homes-nasdaq-lgih https://mananainvesting.substack.com/p/lgi-homes-nasdaq-lgih"
X Link 2024-06-26T22:41Z [----] followers, [---] engagements

"@MoS_Investing $LGIH $FFH.TO $NOA"
X Link 2024-07-02T20:15Z [----] followers, [---] engagements

"Anyone participated in Odd Lot Tender offer in multiple accounts under the same name Can one do that in the US markets"
X Link 2024-07-08T16:55Z [---] followers, [----] engagements

"$CIX.TO preliminary results out. As expected the offer was oversubscribed. https://ir.cifinancial.com/news/news-details/2024/CI-Financial-Corp.-Announces-Preliminary-Results-of-Substantial-Issuer-Bid-356062f88/default.aspx https://ir.cifinancial.com/news/news-details/2024/CI-Financial-Corp.-Announces-Preliminary-Results-of-Substantial-Issuer-Bid-356062f88/default.aspx"
X Link 2024-07-09T14:21Z [----] followers, [---] engagements

"@djlowe Thanks for the share where do you see $FFH.TO owning $ESI.TO"
X Link 2024-07-09T22:58Z [----] followers, [---] engagements

"@ReturnsJourney What having you been adding I have added to $FFH.TO $NOA.TO both long term holdings of mine"
X Link 2024-07-10T18:26Z [----] followers, [---] engagements

"@the_strikeout @djlowe I am long and holding too Bought back in like a month ago. I am ready for the pain"
X Link 2024-07-16T22:30Z [---] followers, [--] engagements

"@BRuss008 I was hoping someone would say $TVK.TO as I forgot to add the company to my list. Agree with $CSU.TO as well. $BN is outside my competence to make an assessment"
X Link 2024-07-19T03:35Z [----] followers, [---] engagements

"@CJ0pp3l @KoyfinCharts My guess $TVK.TO or $FFH.TO"
X Link 2024-07-20T23:30Z [----] followers, [---] engagements

"@BrownMarubozu @oscar100_x @bsilly3 @AnshulPuri0 @valueventurez @luckybutsmart [--] good writeups on Sleep country. I think it is a fair business at a fair price they might be able to do better not being public. @FairwayResearch : @GaelanHanlon : https://utbcapital.substack.com/p/sleep-country-canada https://www.fairwayresearch.com/p/sleep-country-deep-dive-tsx-zzz https://utbcapital.substack.com/p/sleep-country-canada https://www.fairwayresearch.com/p/sleep-country-deep-dive-tsx-zzz"
X Link 2024-07-22T18:17Z [---] followers, [---] engagements

"@VikingVan100 @BrownMarubozu I would rather hope Fairfax buy $CFP.TO than $LULU. But I highly doubt them touching a lumber stock after Resolute"
X Link 2024-07-25T03:27Z [----] followers, [---] engagements

"@MichaelGielkens Thanks for the share so basically cyber insurance usually covers 3rd party attack and not system failures and the impact on insurance companies should be low. Will be good to see what insurance companies like $MKL and $FFH.TO say in their quarterly calls. Such a tough business"
X Link 2024-07-25T22:25Z [----] followers, [---] engagements

"@CJ0pp3l say no more $LGIH . Link to my writeup https://substack.com/home/post/p-145956169 https://substack.com/home/post/p-145956169"
X Link 2024-07-30T18:35Z [----] followers, [---] engagements

"@onebeggar I think once leverage is below [--] they might start looking at acquisition. I would prefer they start M&A below [---] leverage"
X Link 2024-07-31T23:22Z [---] followers, [--] engagements

"@Gautam__Baid Happy bday I was there a few hours ago as well Let me know if ur free for a coffee sometime. Funny coincidence that I took joys of compounding to read on this trip"
X Link 2024-08-16T20:44Z [---] followers, [--] engagements

"@AltaFoxCapital Compress GP% and reduce inventory during downturn while taking impairments and restructuring charges. I think at these prices investors will do well if management just manages inventory through this cycle and return capital to shareholders. Downside is protected as"
X Link 2024-08-29T18:51Z [---] followers, [---] engagements

"@AltaFoxCapital company is trading less than TBV. I think this is a good setup for Activist investors. Note: Not Advise do your own diligence. Not a financial advisor"
X Link 2024-08-29T18:53Z [---] followers, [---] engagements

"@jackson_jo96163 @NewcomerInvest Keep in mind below in USD. Interest income is locked for [---] years beyond that one would have to make their own assumption on rates to calculate interest income. Note: This is not advise. I am long"
X Link 2024-08-30T17:48Z [---] followers, [--] engagements

"@janezno63305264 @NewcomerInvest Nice one I added to my $FFH.TO position on the draw down but clearly not enough 😃. My current Top [--] positions are $FFH.TO $NOA $LGIH"
X Link 2024-08-30T17:54Z [----] followers, [---] engagements

"@janezno63305264 @NewcomerInvest If you are interested in $NOA here is a fund letter that explains the company well. I also wrote about $NOA on my substack a few years ago incase your are interested. $NOA did have some hiccups recently (FYI)The last [--] quarterly calls will help Cheers https://www.insidermonkey.com/blog/bonhoeffer-capital-managements-q3-2023-investor-letter-1244320/ https://www.insidermonkey.com/blog/bonhoeffer-capital-managements-q3-2023-investor-letter-1244320/"
X Link 2024-08-30T18:05Z [---] followers, [---] engagements

"@TidefallCapital could it be this People finally looking at India investment vehicles https://x.com/borrowed_ideas/status/1835333243606069301 I don't follow Indian market closely (something I may have to correct at some point) so I learnt a lot from watching this presentation. h/t @SudhanshooMaroo https://t.co/7aWzd768p2 https://x.com/borrowed_ideas/status/1835333243606069301 I don't follow Indian market closely (something I may have to correct at some point) so I learnt a lot from watching this presentation. h/t @SudhanshooMaroo https://t.co/7aWzd768p2"
X Link 2024-09-16T21:30Z [---] followers, [---] engagements

"$CNH - Looks like Strategic review of construction business by CNH. I wonder if $LNR.TO would be interested in buying this business Disclosure: I own both"
X Link 2024-09-16T22:43Z [---] followers, [---] engagements

"$drm.to - Run Dream run"
X Link 2024-09-20T18:35Z [---] followers, [---] engagements

"@Alphainvestoor There is another $.20 of dividend. I am still holding to see if the stock comes down"
X Link 2024-09-20T21:20Z [---] followers, [--] engagements

"@garquake Ooo Sherry Cask finish Haven't tried it will put it on my list. How was it"
X Link 2024-09-23T18:40Z [---] followers, [---] engagements

"@deepvalueco What r ur top positions"
X Link 2024-09-23T18:49Z [---] followers, [---] engagements

"@deepvalueco Nice lineup"
X Link 2024-09-23T18:57Z [---] followers, [--] engagements

"@cdnvaluestocks I thought your $FFH.TO allocation would be higher did you trim your $FFH.TO position If yes would be curious to know your reasoning. Thank you for sharing"
X Link 2024-09-26T18:39Z [----] followers, [---] engagements

"Lots of volume today at $ESI.TO Is it $FFH.TO buying more"
X Link 2024-10-11T20:08Z [----] followers, [---] engagements

"@BrownMarubozu Which of your smaller positions do you think could outperform $ffh.to"
X Link 2024-10-12T17:00Z [----] followers, [---] engagements

"$FFH.TO $GODIGIT.BO New digit insurance Ad - https://youtu.be/x9W8Cii0a5osi=LsTcbjeK5vFaImTJ https://youtu.be/x9W8Cii0a5osi=LsTcbjeK5vFaImTJ"
X Link 2024-10-15T02:46Z [----] followers, [---] engagements

"$FFH.TO - Video about Prem Watsa and the Fairfax Team. Not sure how I missed this video from earlier this year. Sharing incase anyone else is on the same boat. https://youtu.be/SisxUC232t8si=4kr8v0QRDOVy_mJ4 https://youtu.be/SisxUC232t8si=4kr8v0QRDOVy_mJ4"
X Link 2024-10-15T03:02Z [----] followers, [----] engagements

"Are there any other companies besides $BRK.B $META & $FFH.TO where the CEO has capped their salary"
X Link 2024-10-20T02:16Z [----] followers, [----] engagements

"@ElWikenCapital Hmmm I dont think so. Coz the RSU/share awards are dependent on share price so could move around. I meant in a way similar to how $META CEO takes $1 $FFH.TO CEO takes $600K $BRKs Warren takes $100K base salary. Both Zuck and Warren also have compensation for security"
X Link 2024-10-20T02:25Z [----] followers, [---] engagements

"@NewcomerInvest $FFH.TO Trustworthy management with long track record Management team that learns from its mistake Skin in the game Fantastic culture Business has long runway for growth Valuation imo between very undervalued to undervalued. Disclosure: I am long not advise"
X Link 2024-10-21T20:24Z [----] followers, [----] engagements

"@Im_Specter Nice thread. $NOA acquired Makellar in [----]. I look forward to the company buying back shares once debt is payed down to targeted levels"
X Link 2024-10-27T09:02Z [---] followers, [---] engagements

"@PhillipsRelic looks like BMO need to update their model for the $15USD dividend"
X Link 2024-11-02T02:27Z [---] followers, [---] engagements

"@luckybutsmart @ReneSellmann Yearly reminder on well $ffh.to has performed @luckybutsmart : Curious on your $FFH.TO weighting currently"
X Link 2024-11-04T19:05Z [----] followers, [---] engagements

"@buffys ETF's"
X Link 2024-11-05T16:23Z [---] followers, [--] engagements

"@onion61314 https://open.substack.com/pub/mananainvesting/p/heartland-express-inc-nasdaq-htldr=yzl5o&utm_campaign=post&utm_medium=web https://open.substack.com/pub/mananainvesting/p/heartland-express-inc-nasdaq-htldr=yzl5o&utm_campaign=post&utm_medium=web"
X Link 2024-11-07T07:51Z [---] followers, [--] engagements

"@NewcomerInvest @PronkDaniel Take a look at $T (ATT) they are focused on delevering and growing organically with Capex coming down. Beaten down due to dividend decrease and a decade of bad acquisitions. Not advise obviously I am long"
X Link 2024-11-08T19:30Z [---] followers, [---] engagements

"@NewcomerInvest More Bullish on $FFH as I can understand the business. I found it hard to understand $BN and sold out. I can size my position if i understand the business and it helps me to make use of market volatility to my advantage"
X Link 2024-11-11T01:16Z [---] followers, [---] engagements

"$LNR.TO - Disclosure: I am long not advise. Q3 results: Quick Take Sales up earnings up YoY Finally some FCF NCIB for 10% of outstanding shares Long awaited I hope they are aggressive in buybacks"
X Link 2024-11-12T22:01Z [---] followers, [----] engagements

"@deepvalueco Works fantastic for buybacks and any fire sale acquisitions"
X Link 2024-11-13T02:55Z [---] followers, [---] engagements

"@NewcomerInvest Thanks @NewcomerInvest . Whats the elevator pitch on $BN"
X Link 2024-11-13T21:27Z [---] followers, [---] engagements

"I recently added to my Stella-Jones position ( $SJ.TO). It is also reassuring to see multiple insider buys. I wrote about Stella in [----] and still think it is a good long term investment.🧵 Disclosure: I am long not advise. https://x.com/MananaInvesting/status/1529128765644849152 $SJ.TO - Stella-Jones Disclosure: I own shares of Stella-Jones not investment advise do your own due diligence. https://t.co/qX9TPozeLI https://x.com/MananaInvesting/status/1529128765644849152 $SJ.TO - Stella-Jones Disclosure: I own shares of Stella-Jones not investment advise do your own due diligence."
X Link 2024-11-17T19:03Z [---] followers, [----] engagements

"At current price of $68 Mcap is $3.8B"
X Link 2024-11-17T19:03Z [---] followers, [---] engagements

"Utility Poles and Railway Ties make the majority of their sales. Growth in Power consumption and Infrastructure spend likely to be major tailwinds longterm. (Slide from Koppers provides additional detail)"
X Link 2024-11-17T19:03Z [---] followers, [---] engagements

"Assuming Net Income Margin of 9% in [----] (vs margin of 10% in 2023) and sales of $3600M We get FY25 Net Income of $324M which is a Forward PE of 12"
X Link 2024-11-17T19:15Z [---] followers, [---] engagements

"@Refinedman2 Thanks for the kind words been an investor since 2022"
X Link 2024-11-18T03:27Z [---] followers, [--] engagements

"$MFC / $MFC.TO - Roy Gori (CEO) announces intention to retire in May [----] Phil W (Ex CFO and CEO of Asia) appointed to succeed. Tremendous respect to Roy for turning the company around not buckling to analyst pressure to reduce ALDA portfolio during Oil lows "
X Link 2024-11-18T17:22Z [---] followers, [---] engagements

"@LogicalThesis $FFH.TO; $NOA.TO; $SJ.TO $HTLD $LGIH . Not advise I am long all 5"
X Link 2024-11-19T01:27Z [----] followers, [----] engagements

"@LogicalThesis $FFH.TO See Book Value growth over long term and companys latest Quarterly Call. @VikingVan100 : Has written a lot about $FFH.TO"
X Link 2024-11-19T02:22Z [----] followers, [---] engagements

"@FreightAlley When u say cycle thats from when H2 [----] Thanks"
X Link 2024-11-19T04:21Z [---] followers, [---] engagements

"@KrisRymer @KoyfinCharts $NOA"
X Link 2024-12-03T04:42Z [---] followers, [--] engagements

"$T - AT&T - $40B+ of shareholders returns to be expected over the next [--] years. That's 25% of the current Marketcap Disclosure: I am long not advise. https://x.com/MananaInvesting/status/1853921619686850811 $T - AT&T / ATT Disclosure: I am long not advise. AT&T has been investor's Thanos cutting dividends in half in the recent past spinning off their WB stake and absolutely killing long term investor returns. Yet I am interested.why. https://x.com/MananaInvesting/status/1853921619686850811 $T - AT&T / ATT Disclosure: I am long not advise. AT&T has been investor's Thanos cutting dividends in"
X Link 2024-12-03T19:04Z [---] followers, [---] engagements

"@TidefallCapital I think the competition in the U.S especially with the amount of debt the [--] main providers have incurred for 5G spectrum competition is more rational now than before. ATT's low postpaid churn also reinforces that point. .1/n"
X Link 2024-12-04T07:26Z [---] followers, [--] engagements

"@TidefallCapital $T has imp FCF in [----] comp to [--] and expects to improve FCF over the years(Adj for the Direct TV sale). I expect prices to keep up with inflation they do have competition from Cable providers however I think fiber to be the winner over the long run.2/n"
X Link 2024-12-04T07:40Z [---] followers, [--] engagements

"A balanced take on $T (AT&T) https://www.wsj.com/business/telecom/att-stock-surge-media-business-8d55f12dst=N7JQAK&reflink=desktopwebshare_permalink https://www.wsj.com/business/telecom/att-stock-surge-media-business-8d55f12dst=N7JQAK&reflink=desktopwebshare_permalink"
X Link 2024-12-08T05:17Z [---] followers, [---] engagements

"Got a membership to Blinkist with the Black Friday Sale (which is still going on) and I have enjoyed it so far I think it is one of the best apps measured by Value per $$ You can get a quick summary of most books in an audio version Happy Customer @blinkist"
X Link 2024-12-08T17:01Z [---] followers, [---] engagements

"Trucking company Kal Frieght files for Chapter [--] Supply - demand imbalance likely narrowing. https://www.freightwaves.com/news/california-trucking-company-kal-freight-files-for-chapter-11-restructuring https://www.freightwaves.com/news/california-trucking-company-kal-freight-files-for-chapter-11-restructuring"
X Link 2024-12-08T21:47Z [---] followers, [---] engagements

"$T (AT&T) - CEO John Stankey at UBS Conference on why they are building Fiber. Assets that last 30-40 years and the whole company is going for [--] x FCF I get to enjoy the dividends while Mr Market warms upto the company. Disclosure: I am long not advise"
X Link 2024-12-10T17:53Z [---] followers, [---] engagements

"Globe and Mail on $FFH.TO TSX [--] inclusion. Neither good nor bad news in the end all that matters is Weather the company is growing its intrinsic value per share YoY at a healthy rate and if one is paying fair value (at most) to own it. https://www.theglobeandmail.com/investing/markets/inside-the-market/article-algonquin-remains-in-big-stock-index-and-fairfax-may-stay-shut-out/#::text=Despite%20a%20tumble%20in%20marketexpect%20Fairfax%20Financial%20Holdings%20Ltd"
X Link 2024-12-10T20:34Z [----] followers, [---] engagements

"@TidefallCapital Isnt that the case for most grocery retailers"
X Link 2024-12-11T19:45Z [---] followers, [---] engagements

"@BrownMarubozu Where do you get the 60-40 split of Ki from"
X Link 2024-12-14T05:16Z [---] followers, [--] engagements

"@BrownMarubozu"
X Link 2024-12-31T03:00Z [---] followers, [---] engagements

"@CDInewsletter Who in your opinion is an under followed capital allocator who is good And the company name too please. Thanks for doing this"
X Link 2025-01-02T15:55Z [----] followers, [---] engagements

"@SimeonResearch_ $FFH.TO"
X Link 2025-01-02T16:20Z [----] followers, [---] engagements

"@DheerajNam whats the short pitch on $FOA Thanks"
X Link 2025-01-05T23:01Z [---] followers, [---] engagements

"@DheerajNam I was in [--] names that [--] bagged where I got out when it [--] bagged. Also my position size sucked Lessons learnt Tuition paid"
X Link 2025-01-09T02:13Z [---] followers, [---] engagements

"@DheerajNam"
X Link 2025-01-09T02:15Z [---] followers, [--] engagements

"@DheerajNam Well wishing us the best for the future"
X Link 2025-01-09T02:16Z [---] followers, [--] engagements

"@VanIsleInvestor $LNR.TO with the lowest Forward P/E in the list. I really hope the company buys back shares hand over fist Disclosure: I am long not advise"
X Link 2025-01-10T03:46Z [---] followers, [---] engagements

"@AnshulPuri0 @CJ0pp3l Love the business. I think margins are on the high end however their lumber business margins could improve if the other segments margin falls. I like the business pretty much a duopoly between SJ and Koppers. But Koppers has higher debt which takes their focus/capital away"
X Link 2025-01-10T05:34Z [---] followers, [--] engagements

"@AnshulPuri0 @CJ0pp3l Management is fantastic very frugal their HQ doesnt even have a name board Very patient management they usually just wait for the right acquisition. Been a while since they made a large acquisition. They have said they like to focus more on Infrasctructure businesses"
X Link 2025-01-10T05:35Z [---] followers, [--] engagements

"@AnshulPuri0 @CJ0pp3l Buybacks have been great. I have been a shareholder for over [--] years and recently added to the dip. So did management"
X Link 2025-01-10T05:37Z [---] followers, [--] engagements

"@AnshulPuri0 @CJ0pp3l At some point there should be quite an uptick in pole replacement. If below is proxy for when most poles were laid. Source: https://www.nationalgrid.com/stories/energy-explained/history-energy-united-states https://www.nationalgrid.com/stories/energy-explained/history-energy-united-states"
X Link 2025-01-10T05:46Z [---] followers, [--] engagements

"@KonekoResearch"
X Link 2025-01-10T22:37Z [---] followers, [--] engagements

"@Rodbhar what are some of your observations that makes you think so compared to prior years"
X Link 2025-01-12T16:20Z [---] followers, [---] engagements

"@bizalmanac @Ostrich_invest does. I did look at a while ago"
X Link 2025-01-14T04:23Z [---] followers, [--] engagements

"@TidefallCapital My Top position is $FFH.TO a company you know very well. Another top [--] position is $T Yield of 5% expect to grow FCF by 5% per year if one gets a little boost down the line in valuation this would be a good investment for me. https://x.com/MananaInvesting/status/1864022813457444974 $T - AT&T - $40B+ of shareholders returns to be expected over the next [--] years. That's 25% of the current Marketcap Disclosure: I am long not advise. https://t.co/4NGdBRK0v9 https://t.co/ZoPtpFC4Tr https://x.com/MananaInvesting/status/1864022813457444974 $T - AT&T - $40B+ of shareholders returns to"
X Link 2025-01-15T18:18Z [----] followers, [---] engagements

"@TidefallCapital Disclosure: I am long not advise"
X Link 2025-01-15T18:18Z [---] followers, [--] engagements

"@FreightAlley Similar commentary from the knight-swift team looking forward to it. cheers"
X Link 2025-01-25T00:52Z [----] followers, [---] engagements

"@KrisRymer @stockspinoffss Top stock you would add/buy now with incremental $$ and why"
X Link 2025-01-30T20:51Z [---] followers, [---] engagements

"@NewcomerInvest @CDInewsletter $ffh.to"
X Link 2025-02-02T19:08Z [----] followers, [---] engagements

"@ACIPartnerhship @BrownMarubozu Thankfully I learnt my lesson soon but not soon enough :D"
X Link 2025-02-05T19:40Z [----] followers, [---] engagements

"Price inching up to Intrinsic value finally It has felt like a penance holding this for years :D $FIH.TO / $FIH-U.TO - Fairfax India"
X Link 2025-02-10T19:43Z [---] followers, [---] engagements

"@CentaurixCap I am long $NOA.TO with avg cost higher than where the current price is. But I think the market is right on this one for now. They need to bring down debt it almost seems like we are swimming aggressively just to stay put or go a bit backward"
X Link 2025-02-25T20:00Z [----] followers, [---] engagements

"@CentaurixCap Net Debt at end of Y23 was $721M Q3 [--] they were at $883M. Q4 is where they ger huge FCF they also announced early redemption of [---] Conv debentures by end of Feb which should reduce debt by $75M. I think they need to bring it down more aggressively"
X Link 2025-02-25T20:03Z [----] followers, [--] engagements

"@CentaurixCap Obviously not advise"
X Link 2025-02-25T20:06Z [----] followers, [--] engagements

"I think there could be a bear case made that we are in/coming off a hard market and the premiums may drop in the future. Personally I am underwriting this investment on a $50M NI/year over the long run with potential upside from the new MGU. I am long not advise"
X Link 2025-02-28T20:58Z [---] followers, [---] engagements

"@Mhansensdca @DaikokuCap Matt any specific quote/saying in mind I am trying to understand the mgmt team better. Appreciate it"
X Link 2025-03-02T00:07Z [---] followers, [--] engagements

"@BrownMarubozu @inthemoneypod @BMO @atbfinancial @RaymondJamesCDN I recommend having @BrownMarubozu and/or @TidefallCapital on your pod to discuss $FFH.TO. Canadians discussing one of Canadas best"
X Link 2025-03-03T05:15Z [----] followers, [---] engagements

"@acquirersx on Prem/Fairfax $FFH.TO / $FRFHF https://acquirersmultiple.com/2025/03/prem-watsa-knowing-when-to-shift-from-defense-to-offense/ https://acquirersmultiple.com/2025/03/prem-watsa-knowing-when-to-shift-from-defense-to-offense/"
X Link 2025-03-06T22:45Z [----] followers, [---] engagements

"@AndrewRangeley @AlphaSenseInc Trucking - Lots of trucking companies are near their [--] week lows with most of them saying this is the longest downturn in trucking they have seen - $HTLD $TFII $WERN Discount Retailers - $DG"
X Link 2025-03-13T02:02Z [----] followers, [---] engagements

"$TFII $TFII.TO - Looks interesting I think the business earns $500M/year (Excl any acquisitions). Company says their FCF is $700M+ but they take gains on sale into consideration and dont account for lease expense. Any thoughts Mgmt seems top class"
X Link 2025-03-18T05:30Z [----] followers, [----] engagements

"@ADHD_Capital @ethingnow @Reniec7 Any other ( I am already long $FFH.TO)"
X Link 2025-03-20T03:11Z [----] followers, [---] engagements

"@kab604 @LotOntario @TidefallCapital @kab604: Any company that interests you currently with a better return"
X Link 2025-03-25T06:28Z [----] followers, [---] engagements

"@NewcomerInvest $WJX.TO looks interesting haven't done a full deep dive looking good so far into my research. One gets 8% dividend yield while they reduce inventory and demand stabilizes"
X Link 2025-03-27T02:07Z [---] followers, [--] engagements

"@ACIPartnerhship I don't have extensive experience/knowledge in Insurance. Looking at $FFH.TO historical CR I agree somewhat with $CYB.TO assessment if they weren't subpar they were prob like Avg"
X Link 2025-03-30T20:49Z [----] followers, [---] engagements

"@BrownMarubozu @Kevin_AGraham @VikingVan100 One is also assuming book value which prob used to be a good measure in the past is still the right measure going forward. Ex: Would Buffett agree P/B is the right measure now for BRK"
X Link 2025-04-02T04:25Z [----] followers, [---] engagements

"@NuggetCapital what are your thoughts on base mine replacement will they be able to replace it by mid 2030s"
X Link 2025-04-18T02:30Z [---] followers, [---] engagements

"Let's assume you don't own any stocks you got $100K and decide to invest (atmost [--] stocks) what would you invest in I would buy: $FFH.TO (50%) $TOT.TO (10%) $NOA.TO (15%) $T(AT&T 15%) $SGOV(cash equivalent10%). Disclosure: Not advise I am long all of them"
X Link 2025-04-20T21:05Z [----] followers, [----] engagements

"@cfrischer1 What's a [--] tool company"
X Link 2025-04-22T03:12Z [---] followers, [---] engagements

"$FFH.TO $FRFHF Here's our report highlighting our Positive Outlook on $FRFHF https://t.co/Dbjqz7Z7Ta https://t.co/kXEXHon2XS Here's our report highlighting our Positive Outlook on $FRFHF https://t.co/Dbjqz7Z7Ta https://t.co/kXEXHon2XS"
X Link 2025-05-04T23:05Z [----] followers, [---] engagements

"@bizalmanac @CJ0pp3l I am long $SES.TO too one of the things I am not sure of is why their capex is lower than Depreciation The Depreciation table (timeline) seems reasonable. Any thoughts"
X Link 2025-05-14T02:57Z [---] followers, [---] engagements

"@CedarReseach Interesting. Looking forward to the report. My guess $BN/ $FIH.TO"
X Link 2025-05-16T18:25Z [---] followers, [---] engagements

"@bizalmanac $FFH.TO maybe Have you looked at it"
X Link 2025-05-19T16:59Z [----] followers, [---] engagements

"@ACIPartnerhship @BrownMarubozu @WilliamGreen72 I'll play devil's advocate. Thoughts on $FFH.TO management continuing to improve their investment returns in the future (Note: I am long both) I am beginning to appreciate everyday how much low-turnover of management is a sign of good culture/governance/company"
X Link 2025-05-19T18:03Z [----] followers, [---] engagements

"Disclosure: I am long both $FFH.TO and $CYB.TO. Not financial advise"
X Link 2025-05-20T19:49Z [----] followers, [---] engagements

"@tbonecapital @peterlkim @ArmsGarrett From what I saw $HYMTF is 0.5xcommon shares of Hyundai not the preferred"
X Link 2025-05-26T22:33Z [----] followers, [--] engagements

"On an annualized basis I expect the to earn $20M at a Mcap of $80M cad that makes it 4xFCF. Fingers crossed that they don't do any acquisitions"
X Link 2025-05-28T17:17Z [----] followers, [---] engagements

"@searching4value No But $FFH.TO has invested in the waterous fund which holds $SCR.TO"
X Link 2025-05-29T20:07Z [----] followers, [---] engagements

"@CJ0pp3l Own: $FFH.TO $SU.TO $MFC.TO Don't Own: $ATD.TO $CSU.TO"
X Link 2025-05-30T23:05Z [----] followers, [---] engagements

"@inthemoneypod @Josh_Young_1 His thoughts on $SCR.TO offer for $MEG.TO How he grades them both (asset quality asset life SOR.) and why Longer term (10+ years) supply vs demand risk for oil (Risk of EVs green energy.etc) Thanks for doing this both of you"
X Link 2025-05-31T03:28Z [---] followers, [---] engagements

"Wrote about $SES.TO at the usual place. Let me know your thoughts. Disclosure: I am long not financial advice"
X Link 2025-06-03T17:33Z [----] followers, 12.4K engagements

"@BrownMarubozu It is quite hard to reinvest in a stock if you have had a loss before. Chances are some managers have taken the loss. It is quite the hurdle to overcome. Understandable"
X Link 2025-06-04T02:22Z [----] followers, [---] engagements

"@Rodbhar @SajKarsan Sure but the stock is not at historical (high) prices either. If buy backs provides 100% IRR based on NAV why aren't they buying Why invest in growth of the business at mid teens IRR And the below 2% tax discussion doesn't just make sense at these prices"
X Link 2025-06-04T18:38Z [----] followers, [---] engagements

"BIAL - Bangalore International Airport. (Indirect ownership via Fairfax India $FIH.U $FIH.TO) https://x.com/MananaInvesting/status/1734216823397359703 $FIH.U $FIH.TO Fairfax India. Some pics of T2 BIAL from trip to India. Well maintained and cleaner compared to some other international airport. Not a lot of retail space yet. https://t.co/x3cimociFz https://x.com/MananaInvesting/status/1734216823397359703 $FIH.U $FIH.TO Fairfax India. Some pics of T2 BIAL from trip to India. Well maintained and cleaner compared to some other international airport. Not a lot of retail space yet."
X Link 2025-06-25T19:24Z [----] followers, [---] engagements

"#2: Jakks Pacific Inc $JAKK My Thesis: Jakks is a toy company which owns brands like Flywheels AirTitans ReDo(skateboard).and also has licensing agreement with Disney Nintendo for Toys"
X Link 2025-06-27T15:46Z [----] followers, [--] engagements

"@CJ0pp3l So many Ill choose $FFH.TO"
X Link 2025-07-01T14:58Z [----] followers, [---] engagements

"@MoS_Investing $SES.TO $VZ and the ones mentioned in here https://x.com/MananaInvesting/status/1927776291954012312 Tracking how a portfolio of companies if bought really cheap work. Criteria: =5 x Normalized Earnings or FCF. I'll add names as I buy them sizing will not be disclosed might sell without notice I might make errors. This is not Financial advise do your own due diligence. https://x.com/MananaInvesting/status/1927776291954012312 Tracking how a portfolio of companies if bought really cheap work. Criteria: =5 x Normalized Earnings or FCF. I'll add names as I buy them sizing will not"
X Link 2025-07-04T01:12Z [----] followers, [---] engagements

"@BuyCheapNPray Do you buy options or stocks or both Curious what ur allocation is between options vs stocks"
X Link 2025-07-11T00:02Z [----] followers, [---] engagements

"@ClarkSquareCap $SCR.TO - Heads we win Tails we win. Company made a bid for $MEG.TO if it goes through they compound earnings via scale. If not they plan to dividend out 30% of the current marketcap. Long reserve life (50yrs)asset with excellent capital allocators. https://youtu.be/NRRMywNqTposi=1krfNcPLS9JilkLN https://youtu.be/NRRMywNqTposi=1krfNcPLS9JilkLN"
X Link 2025-07-15T00:50Z [----] followers, [----] engagements

"@TidefallCapital Looks likely someone from Fairfax follows you :D https://www.globenewswire.com/news-release/2025/07/18/3117700/0/en/Fairfax-Issues-Reminder-Regarding-Unofficial-Communications.html https://www.globenewswire.com/news-release/2025/07/18/3117700/0/en/Fairfax-Issues-Reminder-Regarding-Unofficial-Communications.html"
X Link 2025-07-18T01:51Z [----] followers, [---] engagements

"Name an Investing/Business audiobook you really enjoyed I'll go first: "Buffett and Munger Unscripted". This was worth every penny lots of wisdom and one I am sure to listen again in the future. Let's make a list"
X Link 2025-07-19T17:06Z [----] followers, [---] engagements

"@MicrocapTrader I am talking abt the proposal 3"
X Link 2025-07-29T00:23Z [----] followers, [--] engagements

"@MicrocapTrader Also how much of the 3M shares he owns has he bought vs being awarded"
X Link 2025-07-29T00:24Z [----] followers, [--] engagements

"Added to Akita today. Updated screenshot below"
X Link 2025-07-29T20:57Z [----] followers, [---] engagements

"Added more to Akita still less than 5X FCF. Akita delivered strong Q2 results and also started an NCIB. $AKTAF / $AKT-A.TO Q2 results link: https://www.akita-drilling.com/investor-relations/news-releases/news-detail/id=122716 https://www.akita-drilling.com/investor-relations/news-releases/news-detail/id=122716"
X Link 2025-08-05T20:17Z [----] followers, [---] engagements

"@WinnipegInvstr I think it is this one. The merger is why they say railways instead of one class [--] is how I understood from the Q2 call. Mgmt doesn't think this is a trend or something core for railways"
X Link 2025-08-09T16:49Z [----] followers, [--] engagements

"I wonder how many other companies would actually show this in their Annual report if the returns were such $AKTAF $AKT-A.TO"
X Link 2025-08-14T20:05Z [----] followers, [----] engagements

"US Total Rig count since [----]. Pretty crazy how far it has fallen $PD.TO $TOT.TO $AKT.A.TO $ESI.TO Source: Perplexity/Baker Hughes"
X Link 2025-08-15T04:27Z [----] followers, [---] engagements

"@PronkDaniel @TalkSoonCapital The CNRL wildfire happened in June. Not defending the team here this was truly out of their control. Can't say the same about their Australian operations missing margins https://www.reuters.com/business/energy/canadian-natural-resources-restarts-oil-sands-operation-wildfire-risk-lessens-2025-06-04/ https://www.reuters.com/business/energy/canadian-natural-resources-restarts-oil-sands-operation-wildfire-risk-lessens-2025-06-04/"
X Link 2025-08-15T15:05Z [----] followers, [--] engagements

"@Mr_Neutral_Man which REIT stock/stocks do you think are trading at absurd discount to your valuation I'll care about it 😁 (will take a look if I can understand) . Thanks"
X Link 2025-08-19T01:29Z [----] followers, [---] engagements

"Added more to AKITA a few days ago My avg cost has crept up. $AKTAF / $AKT-A.TO / $AKT.TO"
X Link 2025-08-21T00:07Z [----] followers, [---] engagements

"@BrownMarubozu 💯 so If a madman made a bid for $MEG at $1 is that considered Genie out of the bottle Nuts🤣 (No pun intended)"
X Link 2025-08-22T16:40Z [----] followers, [---] engagements

"@VanIsleInvestor Longer term I think they want to be a public company make no sense to take it private. On the flip side I would ask why take the 10% public if they want to be private Being public provides liquidity to their fund holders. Also it would ruin their reputation I am long $SCR"
X Link 2025-09-15T17:12Z [----] followers, [---] engagements

"@CDInewsletter Probably cause of the Argentina news. They have operations in Argentina"
X Link 2025-09-22T21:17Z [----] followers, [---] engagements

"@Arkalos77 @QuantStrategist Quick question: Why do you expect it to double in [--] years"
X Link 2025-10-01T17:26Z [----] followers, [--] engagements

"@maxwellhouse99 @PineGroveCap04 $T or $VZ looks cheaper imo"
X Link 2025-10-02T20:22Z [----] followers, [---] engagements

"@BarrySchwartzBW @ErnestWongBWM Management compensation. How do you look at it while evaluating a company as a potential investment Walk us through the process. Thanks"
X Link 2025-10-06T13:30Z [----] followers, [---] engagements

"@BrownMarubozu As a $SCR.TO shareholder I am happy the team showed discipline. It is not what most would have done Also looking forward to the $10 distribution"
X Link 2025-10-11T03:09Z [----] followers, [---] engagements

"@PronkDaniel is that annualized or just 6%"
X Link 2025-10-15T16:30Z [----] followers, [---] engagements

"$SES.TO - S&P Global revised Secure's outlook to positive from stable. https://www.spglobal.com/ratings/en/regulatory/article/-/view/type/HTML/id/3464538 https://www.spglobal.com/ratings/en/regulatory/article/-/view/type/HTML/id/3464538"
X Link 2025-10-26T04:18Z [----] followers, [----] engagements

"I just published my views about $ONEX.TO on substack. https://mananainvesting.substack.com/p/onex-corporationtsx-onexto https://mananainvesting.substack.com/p/onex-corporationtsx-onexto"
X Link 2022-09-05T18:28Z [----] followers, [--] engagements

"$FFH.TO $FRFHF Damm thats something even for a country with over 1B people"
X Link 2023-07-03T03:08Z [----] followers, [----] engagements

"$CSU.TO I thought 60xPE was expensive and passed. Oh well"
X Link 2024-01-09T01:24Z [----] followers, [----] engagements

"$FFH.TO $FRFHF $MKL - Found it interesting that Markel held Fairfax stocks in the past. Not sure what changed and why they didn't buy in 2020-now when it is still cheap Also found Steve's take on the FFH's hedging interesting. Source: https://covestreetcapital.com/wp-content/uploads/2013/05/2013-Markel-Breakfast-Notes.pdf https://covestreetcapital.com/wp-content/uploads/2013/05/2013-Markel-Breakfast-Notes.pdf"
X Link 2024-04-21T17:23Z [----] followers, [----] engagements

"@djlowe I am long $EFXT a small amount I am glad they paid down $164M CAD of Debt in [----] do you think it is safe to consider that amount as run rate FCF I mean the company says FCF is $193M but that's hard to believe esp since they consider only $60M in maintenance capex"
X Link 2024-06-03T21:53Z [----] followers, [---] engagements

"$SILA - Modified Dutch Auction Tender Offer I am participating in the tender offer. Not Advise. Tender offer price range: $22.6 - $24 Odd lots are prioritized. There are certain conditions to the offer. Offer Expiry date is Jul [--] 2024"
X Link 2024-06-25T19:17Z [----] followers, [----] engagements

"I am building a list of companies that are run by capable and honest management who have the best interest of the customers employees and capital providers. Here is what I have for now. Let me know if I am missing anything. Note: I am long all these companies"
X Link 2024-07-18T19:09Z [----] followers, 22.8K engagements

"$TITN - Company went public in Dec [----] with an IPO price of $8.50/share Current share price $13.5. No dividends/splits. 59% total return in [--] years"
X Link 2024-08-21T06:09Z [----] followers, [---] engagements

"@AltaFoxCapital $TITN the company went public in [----] at $8.5/share and now trades $14. Looks like management has made acquisitions just for the sake of growing revenue no real operating efficiency improvement through cycles All they do is acquire and bloat up inventory during up cycle"
X Link 2024-08-29T18:47Z [----] followers, [---] engagements

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