@bizalmanac Avatar @bizalmanac Andy 🍕🏔️

Andy 🍕🏔️ posts on X about business, ceo, in the, constellation 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 stocks 32.8% finance 30.4% technology brands 8.8% cryptocurrencies 8.8% social networks 3.2% financial services 3.2% luxury brands 1.6% automotive brands 1.6% fashion brands 0.8% currencies 0.8%

Social topic influence business 11.2%, ceo 8%, in the 7.2%, constellation #208, $csuto #25, $cdns 4%, buying 4%, investment 3.2%, $apo 3.2%, cash flow 3.2%

Top accounts mentioned or mentioned by @jjshipley @investingcity @libertyrpf @cj0pp3l @speedwellllc @mrdavidthomas @ernestwongbwm @billbrewstertbb @akwilk @sentieo @greenbackd @tseides @tcvtech @investlikebest @mawerinvest @theatlantic @theeconomist @newyorker @borrowedideas @tsohinvesting

Top assets mentioned Cadence Design Systems Inc (CDNS) Apollo Global Management, Inc. (APO) Texas Instruments (TXN) Progressive Corp (PGR) Evotec SE (EVO) Costco Wholesale Corporation (COST) Costco Hot Dog (COST) Booking Holdings Inc (BKNG) PoolTogether (POOL) SiteOne Landscape Supply, Inc. (SITE) Spotify Technology (SPOT) Amazon.com, Inc. (AMZN) Ares Management, Corp. (ARES) Brookfield Asset Management Inc (BAM) KKR & Co, Inc. (KKR) Blackstone, Inc. (BX) FIVE9, INC. (FIVN) Markel, Corp. (MKL) Kroger Co (KR) SpaceN (SN)

Top Social Posts

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

"😎Out tomorrow AM early 📈I enjoyed writing this even as the stock was in free fall for literally THE ENTIRE TIME 🧙♂"An institution is the lengthened shadow of one man" - RWE [----] $CSU.TO $TOI.V $LMN.V #Longlivethebeard"
X Link 2026-02-05T03:18Z 10.2K followers, 21.1K engagements

"Out now link in bio. Constellation the premier owner of low growth and no growth software businesses is poised to extend their HOF performance as their broad + deep opportunity set is rocked by terminal value questions and capital fleeing $CSU.TO / $TOI.V #Longlivethebeard 😎Out tomorrow AM early 📈I enjoyed writing this even as the stock was in free fall for literally THE ENTIRE TIME 🧙♂"An institution is the lengthened shadow of one man" - RWE [----] $CSU.TO $TOI.V $LMN.V #Longlivethebeard https://t.co/Thxtg2wpg3 😎Out tomorrow AM early 📈I enjoyed writing this even as the stock was in free"
X Link 2026-02-05T15:45Z 10.2K followers, 19K engagements

"Constellation will do a huge take private in [----]. My guess. $CSU.TO / $CNSWF Voss Capital on Five9 $FIVN US Thesis: Five9 (FIVN) is undervalued despite its strong growth potential in AI-enabled contact centers trading at a significant discount compared to peers with underlying demand remaining robust. (From their Q325 letter link in bio) https://t.co/Hap9V0CDeZ Voss Capital on Five9 $FIVN US Thesis: Five9 (FIVN) is undervalued despite its strong growth potential in AI-enabled contact centers trading at a significant discount compared to peers with underlying demand remaining robust. (From"
X Link 2025-12-13T22:36Z 10.2K followers, 17.7K engagements

"Amadeus flat since 2018"
X Link 2026-01-12T23:58Z 10.2K followers, [----] engagements

"$EAGL https://www.eaglecap.com/eagl-etf-documents/quarterly-factsheet https://www.eaglecap.com/eagl-etf-documents/quarterly-factsheet"
X Link 2026-01-24T03:15Z 10.2K followers, [----] engagements

"✍Like last time the 🌎 does not need another Constellation update. But I do 📨"The heavens and the earth" should be in your inbox bright and early tomorrow 🧙♂I re-underwrote CSI and its spins in concert with increasing my position bigly $CSU.TO / $CNSWF #Longlivethebeard Something I've been tinkering with for a few months A Better Combined Ratio - Thoughts on Owning Constellation Software (1/6) https://t.co/4wVlfD26iy Something I've been tinkering with for a few months A Better Combined Ratio - Thoughts on Owning Constellation Software (1/6) https://t.co/4wVlfD26iy"
X Link 2026-02-04T15:35Z 10.2K followers, [----] engagements

"Is she still alive Shell be here in a a few weeks. Shes far too old to travel this far but when she heard you were alive Well this is Murphy Cooper were talking about 🪐⚾🖤🪐⚾🖤 Rewatching: Interstellar (2014) 🎥 its kind of hard to explain. We learned these coordinates from an anomalyI hesitate to use the term supernatural but it definitely wasnt scientific It was gravity Dont you know who we are Coop 🌾🚀🌊 https://t.co/j7ANorHSrw Rewatching: Interstellar (2014) 🎥 its kind of hard to explain. We learned these coordinates from an anomalyI hesitate to use the term supernatural but it"
X Link 2026-02-06T13:42Z 10.2K followers, [----] engagements

"@Speedwell_LLC I wonder if well look back and just see it as a Covid fad. It being torrid growth in online Casino. Random thought"
X Link 2026-02-08T01:06Z 10.2K followers, [---] engagements

"I enjoyed these thoughts from Eagle Point Substack"
X Link 2026-02-10T03:20Z 10.2K followers, [----] engagements

"I continue to think the setup for Constellation to have absolutely phenomenal deployment next few years is very likely. Yes some private sellers may choose to hold on in the face of chaos but CSI has demonstrated they can do big creative things w/ publics"
X Link 2026-02-11T20:27Z 10.2K followers, [----] engagements

"Five9 down a bit since this tweet. Now $1.4B mcap trades for 5.3x EV / EBITDA 7.8x FCF Would be a big bite for CSI but doable. Or they could buy 30% ala ACP And what about the worst assets in TB and Vista funds This is CSIs wheelhouse. Along with the small / mediums Constellation will do a huge take private in [----]. My guess. $CSU.TO / $CNSWF Constellation will do a huge take private in [----]. My guess. $CSU.TO / $CNSWF"
X Link 2026-02-11T21:59Z 10.2K followers, [----] engagements

"Rewatching True Detective S1 for third or fourth time. Ooh baby"
X Link 2026-02-12T03:51Z 10.2K followers, [----] engagements

"Fun ATD shoutout in [----] FFH letter $ATD.TO Investor Day highly focused on organic growth vs M&A. Targeting 10% EPS growth through [----] before M&A $ATD.TO Investor Day highly focused on organic growth vs M&A. Targeting 10% EPS growth through [----] before M&A"
X Link 2026-02-12T04:01Z 10.2K followers, [----] engagements

""My lifes been a circle of violence and degradation as long as I can remember; Im ready to tie it off" Rust Cohle True Detective S1E7 Rewatching True Detective S1 for third or fourth time. Ooh baby https://t.co/ZjcuB2oGIJ Rewatching True Detective S1 for third or fourth time. Ooh baby https://t.co/ZjcuB2oGIJ"
X Link 2026-02-12T15:47Z 10.2K followers, [----] engagements

"Ashtead Groups price is about flat over nearly four years. Has paid a regular and growing dividend. Surprising to me. $AHT.L"
X Link 2025-12-01T02:32Z 10.2K followers, [----] engagements

"TIL Fairfax began as a reverse merger into a failing Canadian listed subsidiary of Markel $FFH.TO $MKL"
X Link 2025-12-25T15:54Z 10.2K followers, [----] engagements

"Read a sample loved it bought myself a copy 🤓📚💵💰 H/t @MrDavidThomas $FFH.TO Actually from querying Gemini on Fairfaxs IPO date Actually from querying Gemini on Fairfaxs IPO date"
X Link 2025-12-31T03:10Z 10.2K followers, [----] engagements

"@ErnestWongBWM Albertsons Kroger anecdotally. They suck generally"
X Link 2026-02-07T01:40Z 10.2K followers, [----] engagements

"Yep. Selling to me. @bizalmanac Quotes from a [----] letter of the now retired CEO Not one comment regarding the AI threat. Really Look what the stock is doing on a day like today when tech flourishes and in the last half year.and look at the Volume. This is institutional selling. @bizalmanac Quotes from a [----] letter of the now retired CEO Not one comment regarding the AI threat. Really Look what the stock is doing on a day like today when tech flourishes and in the last half year.and look at the Volume. This is institutional selling"
X Link 2026-02-07T01:55Z 10.2K followers, [----] engagements

"Great to hear from Adam Wilk on the Business Brew❕ Ive enjoyed following from the cheap seats but much more so appreciated hearing his thoughts on DUOL FOUR NRP and much more Kudos @BillBrewsterTBB and @AKWilk https://open.spotify.com/episode/5oNLrLc6E1DZ1AgELASgbBsi=AYU5_rzcRqWoYUAKMijuoA https://open.spotify.com/episode/5oNLrLc6E1DZ1AgELASgbBsi=AYU5_rzcRqWoYUAKMijuoA"
X Link 2026-02-07T02:33Z 10.2K followers, [----] engagements

"What a wild ride for Evolution man Our 4Q25 Evolution Business Update has been released Everything but the reverse DCF is free. Link below 👇 $EVO $EVVTY https://t.co/gjanXSUuwD Our 4Q25 Evolution Business Update has been released Everything but the reverse DCF is free. Link below 👇 $EVO $EVVTY https://t.co/gjanXSUuwD"
X Link 2026-02-07T02:36Z 10.2K followers, [----] engagements

"I know its been literally front page news around these parts but I checked in on NOW multiples today Holy cow"
X Link 2026-02-10T03:22Z 10.2K followers, [----] engagements

"Heck of an employer match $FFH.TO / $FRFHF"
X Link 2026-02-10T15:34Z 10.2K followers, [----] engagements

"Im less equanimous. Re CSI if you look at their biggest deals last [--] years and then look at the carnage in public software stocks its hard not to be bullish on future deployment opportunities If you trust they will be price disciplined well then @bizalmanac Im with you here. It does remain however a judgement call based on all their historical actions writings competitors like Tyler Vitec.(which it is obviously always is with investing of course - but just curious how changing conditions will impact them on different levels) @bizalmanac Im with you here. It does remain however a judgement"
X Link 2026-02-11T22:06Z 10.2K followers, [----] engagements

"Almanac family [----] Costco year in review This is mostly groceries and then gas broken out separately. Small amount of electronics / appliances One rule I'm proud to have instituted is 'no treats at Costco'. They are too good and obviously only come in high volume $COST"
X Link 2026-02-12T15:32Z 10.2K followers, [----] engagements

"I was emailing CRAWA trying to set up a call throughout [----] Q4 They stopped responding didnt consider that was as a tell"
X Link 2026-02-13T02:19Z 10.2K followers, [----] engagements

"Colombiana an excellent trashy action movie Zoe Saldana in her bag 🌺🔫"
X Link 2024-08-20T01:35Z 10.2K followers, [----] engagements

"Rewatching. The jail murder goes so hard Colombiana an excellent trashy action movie Zoe Saldana in her bag 🌺🔫 https://t.co/bMBmjn11Tw Colombiana an excellent trashy action movie Zoe Saldana in her bag 🌺🔫 https://t.co/bMBmjn11Tw"
X Link 2026-02-11T04:37Z 10.2K followers, [----] engagements

"If you are a rulebreaker The Sanders Dark Chocolate Caramels are a great way to go. Perhaps what inspired my rule in the first place"
X Link 2026-02-12T15:45Z 10.2K followers, [---] engagements

"I collected my thoughts on Couche-Tard unpacking their M&A activity as a whole a few of their big deals as well as a few significant KPIs / financial metrics The result wasn't as rosy I expected (1/10)"
X Link 2024-05-18T13:56Z 10.2K followers, 47.8K engagements

"Neither of Secure Waste's $1B in proceeds from '24 Q1 WCN divestment nor the $183mm acq. spend from '25 Q1 are shown $235mm incremental cash earnings from $364mm in investments➡65% returns L3Yr. 💪 $SES.TO trades for for 7.9x EV / NTM EBITDA"
X Link 2025-07-06T21:04Z 10.2K followers, [----] engagements

"This is $SN btw 🦈🥷 Was in the shop tinkering and thought this was interesting. Top is my usual presentation incremental CFO ex. working capital over the prior years investments from CFS Bottom starts with incremental gross profits and fleshes out investments from IS and CFS Similar result. https://t.co/KdQxyAOh4K Was in the shop tinkering and thought this was interesting. Top is my usual presentation incremental CFO ex. working capital over the prior years investments from CFS Bottom starts with incremental gross profits and fleshes out investments from IS and CFS Similar result."
X Link 2025-12-16T15:31Z 10.2K followers, 10.5K engagements

"From REIT analyst to CIO to President to CEO to owning over $100mm worth of $CNS stock. Sure not the asset everyone dreams of but still not bad for +20 years of work @jj_shipley Find owner operators and invest in their passion projects @jj_shipley Find owner operators and invest in their passion projects"
X Link 2026-02-05T15:46Z 10.2K followers, [----] engagements

"Last plug for my recent blog post link in bio Constellation is nothing like most publicly traded software companies. It is more akin to the B&B spins or Terravest capital allocation operations intensely focused on returns. $CSU.TO / $TOI.V #Longlivethebeard 🧙♂🧙♂🧙♂"
X Link 2026-02-06T15:43Z 10.2K followers, 27K engagements

"BKNG not talked about enough Software % Below from all time high Moody's $MCO -16% S&P Global $SPGI -22% Booking Holdings $BKNG -23% Cadence Design System $CDNS -24% Uber $UBER -25% Microsoft $MSFT -26% Palo Alto Networks $PANW -28% Fortinet $FTNT -28% CrowdStrike $CRWD -29% ZETA $ZETA -31% Fair Isaac $FICO Software % Below from all time high Moody's $MCO -16% S&P Global $SPGI -22% Booking Holdings $BKNG -23% Cadence Design System $CDNS -24% Uber $UBER -25% Microsoft $MSFT -26% Palo Alto Networks $PANW -28% Fortinet $FTNT -28% CrowdStrike $CRWD -29% ZETA $ZETA -31% Fair Isaac $FICO"
X Link 2026-02-08T01:23Z 10.2K followers, [----] engagements

"Bought some BKNG"
X Link 2026-02-13T18:27Z 10.2K followers, [----] engagements

"$POOL is among the best businesses I have found; non-discretionary demand largest player in fragmented market demographic tailwinds regular but small M&A reasonable debt levels regular returns of capital. Stock chart reflects all this and then some currently"
X Link 2020-06-03T17:00Z 10.2K followers, [---] engagements

"I am fascinated by businesses as a zoologist is by animals. I fund my research by investing in the most exceptional publicly traded U.S. business I find across a few dimensions; capital allocation competitive advantage growth management / ownership ROA. My current list is:"
X Link 2020-06-19T22:58Z 10.2K followers, [---] engagements

"I am fascinated by businesses as a zoologist is by animals. I fund my curiosity by investing in a subset of U.S. publicly traded businesses that demonstrate exceptional capital allocation competitive position growth management / ownership ROA"
X Link 2020-06-22T00:15Z 10.2K followers, [---] engagements

"1/ I love a good roll-up and $SITE the largest wholesale supplier of lawn care and landscaping supplies is one of the best out there. The Company spends 100% of FCF buying their competitors and uses 3x Net Debt / EBITDA. Giddy up"
X Link 2020-07-20T19:07Z 10.2K followers, [---] engagements

"1/ Revisiting my Lockheed Martin $LMT long thesis after they reported [----] Q2 earnings this morning. I was introduced to the U.S. defense industry and LMT through Ben Rich's memoir Skunkworks one of my favorites 'business biographies' https://www.amazon.com/Skunk-Works-Personal-Memoir-Lockheed/dp/0316743003#ace-g2093936695 https://www.amazon.com/Skunk-Works-Personal-Memoir-Lockheed/dp/0316743003#ace-g2093936695"
X Link 2020-07-21T20:37Z 10.2K followers, [---] engagements

"Starting a deep dive into 'Picks and Shovels for Health Care Labs Life Sciences and Pharmaceuticals'. Any non-consensus favorites as in not DHR IDXX MASI I have one Any glaring inclusions or commissions Data pulled from @Sentieo and formatted by moi as always"
X Link 2020-08-01T15:03Z 10.2K followers, [---] engagements

"I'm looking for medical device businesses Which do you think are excellent Preference for: - Niche Diversified - Category Leader Challenger - Profitable Unprofitable - Long Tenured Management New Management A few that qualify; $EW $ISRG $RMD Thank you"
X Link 2020-08-23T15:16Z 10.2K followers, [---] engagements

"Sherwin Williams / $SHW: WE WILL NOT HOLD CASH"
X Link 2020-08-26T23:48Z 10.2K followers, [---] engagements

"1/2 My favorite business and investing podcasts - Which of yours am I missing @Greenbackd - The Acquirers Podcast @tseides - Capital Allocators @tcvtech - Growth Journeys @InvestLikeBest @investing_city @Mawer_Invest - The Art of Boring Southeastern - Price to Value"
X Link 2020-09-09T13:15Z 10.2K followers, [---] engagements

"My Favorite Businesses - Expanding Industry ex. $TTD - Increasing Market Share ex. $SITE -Growing Revenues and/or Earnings ex. $FTCH - Owner Operated / Long Tenured Management ex. $MSCI - Value Enhancing Capital Allocation ex. $TMO Which of your favorites am I missing why"
X Link 2020-09-12T16:21Z 10.2K followers, [---] engagements

"@investing_city Cadence $CDNS 1/2 businesses in duopoly of electronic systems automation software for designing semiconductors and other electronic systems -Dominant competitive position -Recurring revenues mature software business margins -A+ CEO Lip Bu-Tan and and CFO John Wall"
X Link 2020-10-06T22:59Z 10.2K followers, [--] engagements

"🙅♂I broke-up with my investor in September 🕴♂I am looking for a new role on an investment team most likely with a hedge fund or growth equity fund but am open and curious 📞Fans of my Twitter feed I would love to connect and learn more about you and your work 📨DMs Open"
X Link 2020-11-09T16:08Z 10.2K followers, [---] engagements

"My Watchlist of businesses w/ -Competitive Advantages - ex. $MSCI's brand and IP -Growing Industry - ex. $CDNS growing along with the semiconductor industry -Owner-Operated - ex. $SPOT and Daniel Eks execution and vision"
X Link 2020-11-19T16:02Z 10.2K followers, [---] engagements

"Absolutely love to see this CEO and founder of Farfetch $FTCH Jose Neves relinquishes any salary and bonus through [----] In favor of performance based shares per the below The stock needs to compound at 23% for Neves to receive all potential shares Interesting LT comp change for $FTCH CEO this morning. - no base salary or annual bonus - PSUs eligible to vest based on stock price hurdles over the next [--] years https://t.co/lpuc9lBBJj Interesting LT comp change for $FTCH CEO this morning. - no base salary or annual bonus - PSUs eligible to vest based on stock price hurdles over the next [--] years"
X Link 2021-05-28T17:05Z 10.2K followers, [---] engagements

"$TXN Investor White Paper and Capital Allocation Report are catnip"
X Link 2021-08-22T01:58Z 10.2K followers, [--] engagements

"Here's an updated watchlist with some context and commentary; The initial inspiration came a few jobs (and lifetimes) ago when I was an allocator and one of our managers explained their idea funnel: Investable universe Watchlist Portfolio (1/12) My Watchlist of businesses w/ -Competitive Advantages - ex. $MSCI's brand and IP -Growing Industry - ex. $CDNS growing along with the semiconductor industry -Owner-Operated - ex. $SPOT and Daniel Eks execution and vision https://t.co/3ZyKHT1vQQ My Watchlist of businesses w/ -Competitive Advantages - ex. $MSCI's brand and IP -Growing Industry - ex."
X Link 2021-08-24T13:17Z 10.2K followers, [---] engagements

"Winning the Lottery Losing it All Starting Again A quick tour of my [--] years working in the investment industry It ends with me quitting my dream job and resetting my career and life about [--] year ago Just writing off the dome hope you enjoy (1/x)"
X Link 2021-08-25T23:26Z 10.2K followers, [---] engagements

"wife and I are expecting our first baby She's due in a week a half After the two month vaccines settle we're buying one-way tickets to Scottsdale AZ one of our favorite destinations to begin a new chapter (48/x)"
X Link 2021-08-26T00:03Z 10.2K followers, [--] engagements

"9/30/2021 Investing Update Top Holdings 54% of total $AMZN (-) $LBRDA (-) $PGR (-) $ODFL (-) $TXN () $CDNS (+) $CNSFW + $TOI (-) - = no change to weight + = added = new Exited $PAR Another [--] positions totaling 23% and about [--] 1% tracker positions +33.4% LTM (1/3)"
X Link 2021-10-01T23:14Z 10.2K followers, [--] engagements

""Get Fucking Long" You meet your 18-year old self and youre only allowed to say [--] words. What do you say You meet your 18-year old self and youre only allowed to say [--] words. What do you say"
X Link 2021-11-05T15:53Z 10.2K followers, [--] engagements

"Any great write-ups on Evolution Gaming Lots of smart folks like it. Im interested in learning more 🤠 $EVO"
X Link 2021-11-24T05:46Z 10.2K followers, [---] engagements

"I used to subscribe to: @TheAtlantic @TheEconomist @NewYorker The holy trinity for liberal east-coast intellectuals 🧐 Now I subscribe to: @LibertyRPF @borrowed_ideas @TSOH_Investing The holy trinity of #Fintwit Substacks 📊 Me just now to @buccocapital via SMS 📱"
X Link 2021-12-14T22:51Z 10.2K followers, [---] engagements

"Private equity is eating insurance $APO $ARES $BAM $BX $CG $KKR"
X Link 2021-12-15T05:47Z 10.2K followers, [---] engagements

"@jj_shipley Find owner operators and invest in their passion projects"
X Link 2022-01-12T02:13Z 10.2K followers, [---] engagements

"The greatest trick the asset allocation devil ever pulled"
X Link 2022-01-29T16:41Z 10.2K followers, [---] engagements

"Wife texts me out of the blue today asking if we own $META"
X Link 2022-02-03T19:29Z 10.2K followers, [---] engagements

"Haven't done this in a while and hope y'all enjoy: P10: A Cheap Alternative $PX https://bizalmanac.substack.com/p/p10r=8h4yu&s=w&utm_campaign=post&utm_medium=web https://bizalmanac.substack.com/p/p10r=8h4yu&s=w&utm_campaign=post&utm_medium=web"
X Link 2022-04-22T19:44Z 10.2K followers, [---] engagements

"Excellent interview with Bruce Flatt Brookfields CEO Who else is waiting in line for $BAM asset manager spin-off https://open.spotify.com/episode/3bb4QdcyduNFn0pp3Vd1WBsi=mRt5TZT0RvmY1CvoXpcgrA https://open.spotify.com/episode/3bb4QdcyduNFn0pp3Vd1WBsi=mRt5TZT0RvmY1CvoXpcgrA"
X Link 2022-05-19T03:43Z 10.2K followers, [---] engagements

"Awesome $POOL writeup by Wedgewood Partners. Brief history industry context where the company is now H/t @RedwoodCap https://www.wedgewoodpartners.com/_files/ugd/d2a1d2_1873be9d3ce44fc3b5c369e601b24bf2.pdf https://www.wedgewoodpartners.com/_files/ugd/d2a1d2_1873be9d3ce44fc3b5c369e601b24bf2.pdf"
X Link 2022-07-14T21:17Z 10.2K followers, [---] engagements

"All I hope you enjoy this write-up on Hamilton Lane $HLNE The Key to Private Markets I'll share a short thread with more context in a bit https://bizalmanac.substack.com/p/hamilton-laner=8h4yu&s=w&utm_campaign=post&utm_medium=web https://bizalmanac.substack.com/p/hamilton-laner=8h4yu&s=w&utm_campaign=post&utm_medium=web"
X Link 2022-07-17T13:22Z 10.2K followers, [--] engagements

"Nothing like mansplaining a stock to an anon on Twitter you don't realize is a multi-billion dollar hedge fund manager"
X Link 2022-07-19T17:58Z 10.2K followers, [---] engagements

"Im signing off for a while friends 👋 The #Fintwit gods are good are presented me with an opportunity that deserves my full attention 🤓 Feel free to email me bizalmanac@gmail.com 📥 Yall know I love it here and probably too much. Some thoughts on #Fintwit below 💜 (1/6)"
X Link 2022-09-01T16:09Z 10.2K followers, [--] engagements

"For the other young dads of #fintwit "Try to be your son's teacher until they are [--] years old his father until they are [--] and his friend for the rest of his life" Loved this episode @FoundersPodcast $BC.IM https://open.spotify.com/episode/5ERIGf17mrkLijoSKti32esi=2a577e6caeec4023 https://open.spotify.com/episode/5ERIGf17mrkLijoSKti32esi=2a577e6caeec4023"
X Link 2023-03-21T23:14Z 10.2K followers, 12.6K engagements

"Something I've been tinkering with for a few months A Better Combined Ratio - Thoughts on Owning Constellation Software (1/6) https://bizalmanac.substack.com/p/a-better-combined-ratio https://bizalmanac.substack.com/p/a-better-combined-ratio"
X Link 2023-03-30T18:33Z 10.2K followers, 43.3K engagements

"This August will mark six years of managing my own money While I retired from the #fintwit 13F game noticing how it biased me posting performance yearly seems reasonable; MOIC / Annualized: 🤑bizalmanac: 2.5x / 17.3% 💵SPYTR: [---] / 12.3% Will share more thoughts soon (1/"
X Link 2023-06-27T23:03Z 10.2K followers, 25.3K engagements

"My favorite way to measure a business: divide incremental CFO by investments over long periods. Shows cash on cash return. I'm a year behind with ATD haven't updated to their most recently ended FY"
X Link 2023-06-30T14:57Z 10.2K followers, 59.2K engagements

"News to nobody $TXN is damn good at investing in capex for high returns Rolling 5Yr. CFROIIC windows starting in 2015: 2% 12% 91% 147% 115% 119% 165% 95% TXN bought Nat'l Semi. for $5.4B in [----] significantly impacting the [----] denominator"
X Link 2023-07-18T20:27Z 10.2K followers, 20.5K engagements

"$BN writeup from Emeth Value a favorite manager of mine https://emethvaluecapital.us7.list-manage.com/track/clicku=e9390f9e58384bdf9c836c71e&id=4e16e29f18&e=d7e4aad8e0 https://emethvaluecapital.us7.list-manage.com/track/clicku=e9390f9e58384bdf9c836c71e&id=4e16e29f18&e=d7e4aad8e0"
X Link 2023-08-02T03:45Z 10.2K followers, 81.4K engagements

"Super underfollowed and not discussed much on #fintwit 🤣🤣🤣 $XPEL checks out. Cash flow started gushing in [----] lead to larger investments into WC and then $49mm of acquisition spend in '21 Rolling five year windows starting in 2015: 30% 26% 8% 65% 80% 90% 151% 50%"
X Link 2023-08-10T15:13Z 10.2K followers, 52.2K engagements

"LVMH generating 30% cash on cash returns at their size is nothing short of amazing Traded as low as 19.4x TTM FCF as recently as 10/22 $LVMHF / $MC.FP 👛🍾💍"
X Link 2023-08-20T13:30Z 10.2K followers, 29.4K engagements

"Inspired by another awesome @AcquiredFM I took a look at Costco; similar to $NKE a mega-cap I'm familiar with although not interested in owning Module One Cash on Cash Returns: How Well is Cash Reinvested Next year's incremental CFO / prior year's investment Module Two Sources and Uses: How is this year's cash flow generated and used $COST"
X Link 2023-08-23T13:40Z 10.2K followers, 18.6K engagements

"Hermes below Ferrari tomorrow to finish out luxury Insane reinvestment returns 113% but can't find enough opportunity for reinvestment only 14% both over last [--] fiscal years Always nice to see no acquisitions. Dividend could / should be more An unique 'cash flow machine' for sure 🧣👛🏇 $HESAY / $RMS.FP"
X Link 2023-08-24T13:10Z 10.2K followers, 62.1K engagements

"A luxury brand making a capital intensive product Ferrari. Numbers reflect that duality 🚗🚗🚗 $RACE H/t to @PythiaR for accounting hints The two luxury businesses on my watchlist are LVMH LDD IRR with a good entry and RH which feels asymmetric due to international oppty"
X Link 2023-08-25T15:59Z 10.2K followers, 48.4K engagements

"Copart lives up to it's billing as a compounder; 37% cash on cash returns and 59% of CFO reinvested both over ten years Capex has more than 4x in most recent 3Yr. period vs. oldest Secret is out. Trades for 22.6x EV / NTM EBITDA vs. 10Yr. mean of 16.5x $CPRT"
X Link 2023-09-05T13:50Z 10.2K followers, 39.7K engagements

"I bought Cadence in [----] at low 30x multiple of FCF and sold earlier this year at nearly 50x. Would own again What initially attracted me was how well then CEO Lip-Bu Tan and CFO John Wall articulated their business' qualities I recognized Cadence as 'VMS' enabling and benefitting from increasing R&D spend by the semi. industry as well as by an increasingly wide range of customers designing custom silicon $CDNS"
X Link 2023-09-10T13:33Z 10.2K followers, 58.7K engagements

"Mastercard generates far more cash than needed Uses have been primarily repurchases which aren't great 30x and acquisitions which they've spent $6.9B on recently and can be thought of R&D. Notably: - $3.6B for Nets an account-to-account payments business - $850M for Ekata an identity verification business - $825M for Finicity an 'open banking' business - Not yet closed but maybe $1B minority inv. into African fintech business MTN $MA Trades for 31.1x NTM PE"
X Link 2023-09-14T13:50Z 10.2K followers, 31.6K engagements

"Even at [--] my wife treats my birthday like we're young [--] something office workers 🎈 I wake up to signs and streamers in the doorways balloons all over the house candy and cake🎂 I'm a lucky guy obviously 🥳"
X Link 2023-11-30T14:12Z 10.2K followers, [----] engagements

"I finally read Akres [----] Search for Outstanding Investments speech By now I shun stuff like this in favor of Ks and Proxys but happy I made an exception His three legged stool framework and examples shared were excellent H/t @sidecarcap for recommendation a while ago"
X Link 2023-12-27T15:35Z 10.2K followers, 27K engagements

"Market gives 2-3 good buying opportunities per year is a heuristic I've synthesized and come to rely on Wait for them and make 'em count"
X Link 2024-01-01T01:02Z 10.2K followers, 12.9K engagements

"When I was a HF analyst I sucked at mgmt calls. In hindsight mgmt. also sucked we were invested in deep value shitcos I've recently started doing them as a personal investor and they are going great. A few hours of research a few days of thought and ask what's on my mind"
X Link 2024-02-08T02:52Z 10.2K followers, 26.2K engagements

"🚨🚨🚨Good business alert🚨🚨🚨 I'd never peaked at Mettler-Toledo. What a beauty High 20s cash on cash returns; regular M&A nothing heroic SO down 36% from '10 - '23 Returns 100% of cash generated via buybacks $MTD trades for 29.8x NTM P/E and 29.5x NTM FCF"
X Link 2024-02-20T00:20Z 10.2K followers, 16.3K engagements

"Friend mentioned they were interested in Deere and so I took a peak 24.4% cash / cash returns L10Y cyclical as expected Bought Wirtgen for $5.2B in [----] for 9.5x EBITDA ex. synergies Returns half of cash Trades for 13.3x and 11.6x NTM P/E and FCF $DE 🚜🌽🛣"
X Link 2024-02-20T17:30Z 10.2K followers, 32.1K engagements

"Atkore is a name I'm just starting to learn about CFO and investments into WC capex and acquisitions all increasing L10Y Cash / cash returns of 63.7% L3Y vs. 53.9% L10Y Returns 1/2 of CFO via repurchases Trades for 10.2x NTM P/E.margins sustainable or no $ATKR 🔌"
X Link 2024-03-02T03:28Z 10.2K followers, 23.9K engagements

"Almanac Family is pleased to announce their second spin-off who began trading 03/22/24 Chairman and Spokesperson Biz shared how impressed he was with CEO Mrs. Almanac as well as optimistic growth prospects for both children No further guidance was provided" #fintwitdads"
X Link 2024-03-23T16:38Z 10.2K followers, 14.6K engagements

"$BUR is crazy cheap. I see it trading for a mid teens multiple of normalized earnings ex. YPF And I expect to pay $3B or just shy of 100% of BUR mcap. Interest is accruing at 8% pa Why Snippet from my long blog post below free to all readers on the other site Is there anything left that you can say with high certainty is cheap right now I cant think of one thing equity or otherwise I view as cheap. Is there anything left that you can say with high certainty is cheap right now I cant think of one thing equity or otherwise I view as cheap"
X Link 2024-04-03T23:01Z 10.2K followers, 23.4K engagements

"Checking in on Apollo returns and those of benchmarks / peers over the last three years basically covering Rowan's term as CEO thus far $APO +158% $ARES +156% $OWL +115% $KKR +107% $BX +90% $SPY +35% $XLF +28% $BLK +12% Credit is a good place to be"
X Link 2024-04-06T15:28Z 10.2K followers, 132.8K engagements

"Rounding third base on a shorter write-up focusing on ATD's deals. Hope to publish in a week or two Preview; don't let the headline multiples fool ya $ATD 🦉⛽"
X Link 2024-05-04T01:54Z 10.2K followers, [----] engagements

"McKinsey paper from 10yrs ago that among other insights offered that programmatic M&A has the highest likelihood to create value and transformational deals were most likely to destroy value Implication is to look for businesses whose business is M&A. $CSU $ROP $AME $APH $TDY $TDG Waste mgmt companies. Business school teaches more than 90% of acquisitions dont work and should avoid investing in acquisitive companies. In reality a lot of compounders that have created value are serial acquirers/rollups. $CSU $ROP $AME $APH $TDY $TDG Waste mgmt companies. Business school teaches more than 90% of"
X Link 2024-06-16T01:47Z 10.2K followers, 22.5K engagements

"Heres a list of almost [---] accounts whose single stock tweets Ive found valuable in the past I keep this list pinned and think of it like a newspaper but better https://x.com/i/lists/765754538154393604 https://x.com/i/lists/765754538154393604"
X Link 2024-07-06T22:28Z 10.2K followers, 22.1K engagements

"Here's Visa. 44% cash on cash returns L3Y up significantly vs. 31% returns L10Yr. Investments increasing but cash generation more so 80% reinvestment + 100% of CFO. TSY of 3.8% on LTM buybacks + dividends FDSO (20%) L10Yr Trades for 24.2x P / NTM E $V 💳💳💳"
X Link 2024-07-29T16:35Z 10.2K followers, 13.9K engagements

"I collected my thoughts on Terravest in a long form write-up Please enjoy the preview and thanks for those who pay / support Link in bio to the blog site $TVK.TO 🍁🍁🍁"
X Link 2024-08-13T10:57Z 10.2K followers, 38.2K engagements

"My biggest mistakes - Not taking investing seriously enough when I was younger. Worked in the industry but didn't find what really worked for me until afterwards - Selling too early - Not being big enough in my best ideas Still young enough to rectify and then some"
X Link 2024-09-26T23:13Z 10.2K followers, [----] engagements

"There are some very smart Apollo longs on this site. I am not one of them. I am fascinated by the business though. Rare ingredients: Founding CEO Black leaves under dark cloud re. Epstein. Co-founder Rowan takes over and merges APO with Athene (1/x)"
X Link 2024-10-09T02:48Z 10.2K followers, 50.5K engagements

"I added a bunch to LVMH Will do more if stock continues to trade like 💩 Buying at 5% FCF yield playing for MSD earnings growth +2.2% div and small value add from M&A DD returns from: Category defining biz w/ A+ ROICs A+ owner-operator 👛🍾 $MC.FP / $LVMUY"
X Link 2024-10-15T21:34Z 10.2K followers, 34.8K engagements

"$83B market cap. and trading for 18x P / NTM E so not hiding from anyone but 1/5 of APO shares are owned by its the three co-founders; Black Rowan and Harris. $16B in total As I mentioned to Barry before the fast Rowan currently clips $62mm in APO dividends p.a. $APO What are some companies with high inside ownership that are less well know Companies with insiders/entrepreneurs/founders/long-tenured CEOs that have either a substantial ownership stake in % terms and/or relatively high absolute dollar amounts that make them think like owners. What are some companies with high inside ownership"
X Link 2024-10-17T19:00Z 10.2K followers, 21.8K engagements

"I occasionally consider investing outside of stocks; RE or SMBs say. But stocks require so little effort to generate the same returns. No cash inflows no maintenance. No people to manage fire hire. No cap stack. No reinvestment Just click a few buttons a few times a year"
X Link 2024-10-19T02:25Z 10.2K followers, 20K engagements

"Marriott: 61% cash on cash returns L10Y 🔥 Small on going inv. needs. $11.7B acq. of Starwood in [----] 134mm shares valued at $9.2B + $2.4B in cash Returns 100% of CFO to shareholders mostly via buybacks. FDSO down (19%) '11-'23 Trades for 26.9x P / NTM E $MAR"
X Link 2024-10-21T14:56Z 10.2K followers, 12.7K engagements

"$ATD.TO a hair under $50B mcap - Leading c-store operator globally - Big insider ownership - Decades long track record of acq. @ high returns - Short term pressure from consumer spending - Publicly traded LBO if 7-11 says yes - 16.8x P / NTM E ⛽🦉 Im not long yet Its Sunday so any interesting $5b to $50b ideas on your radar worthy of investigating Its Sunday so any interesting $5b to $50b ideas on your radar worthy of investigating"
X Link 2024-10-27T21:26Z 10.2K followers, [----] engagements

"My investing research and tools budget as it stands now: 🔢@theTIKR stock research $180 🗒@edmund_sec transcripts $120 📈@tradingview charting $195 📡@LibertyRPF markets tech science art $120 🤓@scuttleblurb stock research $210 Total $825 per year What's missing🤔"
X Link 2024-12-10T16:22Z 10.2K followers, 24.2K engagements

"Why do homebuilders trade for such low multiples"
X Link 2025-01-01T16:07Z 10.2K followers, 23.5K engagements

"I just bought some Judges a based serial acquirer of academic / scientific research equipment 🔬 Fantastic marriage of capital allocation w/ low growth high return businesses 🤝 GBP500mm mcap trades for maybe 20x cash earnings. Excellent mgmt + track record 📈 $JDG.LN What are some of your highest conviction long/best ideas ATM and why What are some of your highest conviction long/best ideas ATM and why"
X Link 2025-01-14T20:38Z 10.2K followers, 16.6K engagements

"ROIC is a snapshot of accumulated results Incremental returns / investments are pictures of the machine in motion"
X Link 2025-01-31T00:04Z 10.2K followers, [----] engagements

"17% CAGR for Big Papas Mama. Nice Biggies mother has reportedly passed away at [--] 🙏🏽🕊 She ran Biggies estate since his death growing it from $10m to $160m. https://t.co/BX5ARKb7Wq Biggies mother has reportedly passed away at [--] 🙏🏽🕊 She ran Biggies estate since his death growing it from $10m to $160m. https://t.co/BX5ARKb7Wq"
X Link 2025-02-22T00:36Z 10.2K followers, 13.3K engagements

"I truly don't get the SBC should be modelled as a cash expense crowd Yes they are real expenses. Of course. But they are not cash GAAP does a piss-poor job of measuring them and changes in share count are how they affected"
X Link 2025-02-26T14:12Z 10.2K followers, 60.4K engagements

"XPEL two years later The entire denominator in the incremental ROIC fraction is up. Elevated WC costs persist increased capex and acquisitions as well. I bet the latter two are high returning investments. No returns of capital. Stock trades for 12.5x P / NTM E $XPEL Super underfollowed and not discussed much on #fintwit 🤣🤣🤣 $XPEL checks out. Cash flow started gushing in [----] lead to larger investments into WC and then $49mm of acquisition spend in '21 Rolling five year windows starting in 2015: 30% 26% 8% 65% 80% 90% 151% 50% https://t.co/eHjWmUij9M Super underfollowed and not discussed"
X Link 2025-02-28T22:07Z 10.2K followers, 28.2K engagements

"Without fail my favorite fintwitters are the amateur / hobbyist investors that take the game seriously but importantly not themselves Theres a tribe of us here trying hard doing well making mistakes sharing ideas and notes Its good shit #fintwit"
X Link 2025-03-05T15:50Z 10.2K followers, [----] engagements

"An intermediate / long-term goal of mine is to gain fluency with royalty businesses of any / all types Have spent some time on and owned a few but nothing impactful What are your favorite royalty businesses not just hydrocarbons or precious metals broadly speaking"
X Link 2025-03-24T22:52Z 10.2K followers, 20K engagements

"Good read on GOOGL. Thinking on it https://open.substack.com/pub/01core/p/a-deep-dive-on-googler=8h4yu&utm_medium=ios https://open.substack.com/pub/01core/p/a-deep-dive-on-googler=8h4yu&utm_medium=ios"
X Link 2025-05-12T02:20Z 10.2K followers, 35.2K engagements

"I had fun with this one Unlike other letters I've read front to back; Berkshire Constellation Amazon's are messier. Its business is more dynamic and so too was Bezos. The project helped me frame where Amazon is today based on where its been Link in bio $AMZN 🛒📦🛒📦🛒📦"
X Link 2025-05-23T12:50Z 10.2K followers, 28.2K engagements

"Unironically this is a banger of a tweet and given the context who sent it the timing etc. would get my vote for the official #fintwit tweet If you could print out one tweet and hang it on a billboard what would that tweet be If you could print out one tweet and hang it on a billboard what would that tweet be"
X Link 2025-06-08T01:16Z 10.2K followers, 14K engagements

"An obvious AI loser: Allen Iverson. Lost of one his trademark nicknames and is probably confused a lot these days"
X Link 2025-06-08T03:53Z 10.2K followers, 13.7K engagements

"As an example (of an aligned CEO) Mark Rowan CEO since [----] and a Co-Founder of Apollo earns a $100000 per year salary $321k in annual total comp. but owns 34.3mm $APO shares. Those shares are worth about $4.5B and pay dividends of almost $70mm per year"
X Link 2025-06-08T14:23Z 10.2K followers, 30K engagements

"Secure Waste is trading at less than 8x cash earnings. They are buying back stock aggressively Multiple ways to win: 1) Multiple re-rate 📈 2) Organic and inorganic investments ♻ 3) Monetization of midstream biz 💰➡ oppty for more buybacks / leverage http://SES.TO http://SES.TO"
X Link 2025-07-01T19:28Z 10.2K followers, 45.6K engagements

"I sound like a loser but the more you learn about this business the more it gives you the icks We all have $UNH in the too hard pile right It's not like it's trading at a single digit multiple or anything. https://t.co/xAzhNRWoOk We all have $UNH in the too hard pile right It's not like it's trading at a single digit multiple or anything. https://t.co/xAzhNRWoOk"
X Link 2025-07-11T03:13Z 10.2K followers, [----] engagements

"Adobe probably works here $7B of incremental cash flows on $11B in inv. all acq. spend as WC cancels out capex ➡66% cash-on-cash returns L10Yrs💪 Only reinvesting 30% of CFO. Rest spend on buybacks seemingly well-timed. FDSO (12%) L10Yr. Trades for 15.0x P / NTM FCF $ADBE Were going to look back in 12-18 months and wonder how we let $ADBE get away at 15x fwd. Mgmt sees AI as a complement and growth driver more than a competitor and recent earnings show continued growth. Its all AI/SaaS narrative and even if the concerns are valid theyve Were going to look back in 12-18 months and wonder how"
X Link 2025-08-11T23:25Z 10.2K followers, 23K engagements

"Almost 5yrs ago to the day I left I really good buyside seat I promised myself I'd keep taking investing seriously primarily through two goals; 1) Maintain an impressive track record 📈 2) Come back on my own terms 🍕 I'm not all the way there but am closer than ever"
X Link 2025-09-03T02:43Z 10.2K followers, [----] engagements

"$FOUR is shockingly cheap 10x FY25 EV / EBITDA Growing 30% topline pristine record of acquisitions which broadened end-markets well beyond restaurants and improved customer exposure from SMB ➡ enterprise 💪Heavily invested long-tenured and talented management team 🚀🚀🚀 Any pound the table cheap stock(companies) Needs to be profitable. Preferably with long runway for growth. Would appreciate a few sentences on the why you think this is good opportunity. Obviously nothing here should be considered advice. . Like/retweet for more engagement. Any pound the table cheap stock(companies) Needs to"
X Link 2025-10-03T22:24Z 10.2K followers, 23.5K engagements

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