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@cryptocobasis
"are you 'involved' in 'any aspect of the insurance industry'. from 'selling insurance' to schoolchildren ahead of their 'rugby matches' to 'using the insurance database' to 'check coverage'. tell us your story. . . ."
@cryptocobasis on X 2025-07-24 11:03:48 UTC XX followers, XX engagements
"lockheed martin $LMT update. fcf plunges fr. $6.7bn to $4.8bn: buybacks/dividends being 'paid from capital' (net debt 1.3x-2.1x) av. buyback price over 22/24 was $XXX v $XXXXXX close (3.1% yield) at 9.4x ev/strip currently = $100/share (12% yield.) $SPX $NDX" @cryptocobasis on X 2025-07-23 10:30:56 UTC XX followers, XXX engagements
"so much of 'engineering technique' was lost as rome gave way to viking filth (like 'the normans') that a proper explanation is required. what is it about viking "language" that led to this degradation in methods" @cryptocobasis on X 2025-07-21 10:24:25 UTC XX followers, XX engagements
"amazon $AMZN update: implied growth at +73% (3.8x sales at XX% EBIT) discounting op profit to expand to $118bn v. $69bn in '24. (current run rate +20%) FD shares 10721 v. 10492. top relative v $NDX forming since '18: fall to accelerate soon" @cryptocobasis on X 2025-07-18 20:13:30 UTC XX followers, XX engagements
"what's 'the value of ab foods shares' when 'the lease for primark' is terminated after some 'council investigation' involving 'bribery' and 'misconduct in public office'. 'offshore entities'. 'enslaved hondurans at some t-shirt factory'. $SPX $NDX $ASBFY $ABF.L" @cryptocobasis on X 2025-04-08 10:24:27 UTC XX followers, XX engagements
"coca cola $KO update. shocking. $5.8bn of $11.7bn fcf from 'w/c fiddle.' w/o this cover for div/buybacks 0.6x (v 1.2x) $SPX net debt 2.2x-2.9x price relative at same level as 1971 strip +$1.6bn-minus $3.1bn (w/c fiddle.) heading same way as diageo $DEO. zero equity value" @cryptocobasis on X 2025-07-23 19:51:06 UTC XX followers, XXX engagements
"supermarket: of 5403m of fcf since '21 1028m (20%) from 'working cap. cooking' - changing terms etc. - suppliers could (will) turn around and not make goods for supermarket's shelves but someone else's. 180p for choc. peanuts v 90p. 1x strip at 283p = 100-130p" @cryptocobasis on X 2025-07-14 18:43:53 UTC XX followers, XX engagements