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@WelfareCapLLC "@KairosPraxis Have resigned to never sell another share and instead let it do its thing. Trimmed XX% ago or more 😵💫"
X Link @WelfareCapLLC 2025-10-03T02:54Z 2435 followers, XX engagements

"If $IBKR actually opens up the South Korean market as I've seen rumored I've got my first buy target lined up -- Muhak Co. a distillery that produces delicious and pleasantly alcoholic Soju bottles in various flavors like lychee strawberry and others. I love these little things imported they're priced at $2/standard drink and my word they get you sloshed. Weirdly they have a smaller steel manufacturing operation as well. The market cap is $160mm US -- trading around 13x 2024 EBIT at XX% EBIT margins though there is some massive amount of 'other income' that I cannot decipher (entire website"
X Link @WelfareCapLLC 2025-09-25T03:08Z 2431 followers, 76.1K engagements

"I think $VIRT is pretty attractive here at 8x fwd earnings with a shareholder yield 8%. They pay a steady XXX% dividend and knocked out X% of shares last year now having reduced the share count by nearly XX% since the tail end of 2020. This is the largest public pure-play market maker and they handle as much as XX% of U.S. retail market orders. Primarily they are a market maker but they do have a smaller and much steadier execution operation that smoothes average daily profitability by a bit as market making naturally fluctuates. Im not sure why the stock is down besides some short term"
X Link @WelfareCapLLC 2025-09-11T22:11Z 2431 followers, 3248 engagements

"The longer I think about it the more I realize this $ICE multiple is a joke. Fwd should be 25x at minimum. Three multiple turns to get there gets you to a XXXX% implied IRR not bad for a blue-chip but its historically traded as high as 30x which puts you at a XX% IRR on NTM earnings. Historically analysts have been dead-on with EPS targets. Youre telling me the bull market is in full swing but this deeply entrenched highly diversified XX% recurring cash flow machine that has grown adj. EPS every single year since 2007 at XX% CAGR is down XX% from recent highs I have to call bullshit on that."
X Link @WelfareCapLLC 2025-10-09T03:56Z 2430 followers, 1703 engagements

"@whhatisachoice Plus this dude is around my age (a young bloke) so he really ought to be balls to the walls long equities at least for the next 30-40 yrs"
X Link @WelfareCapLLC 2025-10-13T04:34Z 2430 followers, XXX engagements

"Does $IBKR hit 40x earnings"
X Link @WelfareCapLLC 2025-10-02T23:10Z 2434 followers, XXX engagements

"To take a peek at what $RDVT could become in a decade or two (or another firm that might just acquire them) we need to look at $RELX a UK-based provider of risk analytics and information services. RELX Group formerly Reed Elsevier was formed in the 1990s as a merger between the UK-based publisher Reed International and the Dutch publishing giant Elsevier. Since the 90s the combined entity has shifted away from publishing and further towards risk & analytics largely thanks to their 2004 acquisition of Seisint the owners of the Accurint database product built by Hank Asher and other members of"
X Link @WelfareCapLLC 2025-10-14T05:18Z 2431 followers, 1093 engagements

"This can easily go into the buy and dont even look at it for XX years categories absurdly diversified cash flow generating business with great management and a rock solid moat"
X Link @WelfareCapLLC 2025-10-01T16:14Z 2434 followers, XXX engagements