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@waterboystocks "Managed care stocks have made the rounds among the value crowd but what about the providers $DVA Operates in a duopoly. Trades at 7x trailing free cash flow. Repurchased $XXX billion of stock last year with $XXX billion on the current program. $BRK owns 45%. Weschler owns 3%"
X Link @waterboystocks 2025-09-17T21:49Z 1219 followers, 4876 engagements

"$CVNA Stock is up about XX% since Hindenburg's short report in January. Subpoenaed by the SEC in June. Subprime auto delinquencies are climbing. Trades at lofty multiples of manipulated earnings. Write-up on substack:"
X Link @waterboystocks 2025-10-08T17:40Z 1222 followers, 4798 engagements

"$BBWI Home fragrance and body care retailer that is down XXXX% from its 52-week high. Trades at 7-8x forward free cash flow. Debt has been reduced. Aggressive share repurchases. New CEO from $NKE. Write-up on Substack:"
X Link @waterboystocks 2025-10-03T16:50Z 1222 followers, 6446 engagements

"$WU CEO McGranahan Buys $XXX Million of Shares"
X Link @waterboystocks 2025-08-25T20:19Z 1222 followers, 3414 engagements

""US life insurers led by MetLife and Prudential are likely to flex their capacity to add 30-40% more exposure into growing corporate private credit markets which can lift the group's pretax earnings by $XXX million over several years we calculate. These higher-yielding investments offer a steady incremental profit for generally conservative portfolios. Partnerships including Lincoln-Bain point to this trend's durability" -- Jeffrey Flynn (BI)"
X Link @waterboystocks 2025-10-10T22:30Z 1222 followers, XXX engagements

"$MCK CEO Tyler Sells $XXXX Million of Shares"
X Link @waterboystocks 2025-08-25T20:47Z 1219 followers, XXX engagements

"$DHIL Value-oriented asset manager with a $XXX million market cap. Dividends and buybacks have averaged $XXXX million over the last three years around a XX% yield on today's price. Current div yield is XXXX% Write-up on substack:"
X Link @waterboystocks 2025-10-14T17:01Z 1223 followers, 1568 engagements

"$MFC has sold $XXX million of single-name CDS on corporate debt"
X Link @waterboystocks 2025-10-01T21:38Z 1223 followers, XXX engagements

"$TAP Fifth largest brewery in the world with a $XXX billion market cap. Stock is down XX% from its 52-week high. Trades at 6.4x free cash flow. Dividend yield is 4.26%. Net debt/EBITDA is down to 2.5x. Share buybacks are ramping. Write up on Substack:"
X Link @waterboystocks 2025-09-24T16:14Z 1223 followers, 59.7K engagements

"$CRGB Spun off from AIG in 2022. Share count is down XXXX% since then. Major buybacks coming. Trades at 0.88x adjusted book value and 8.7x trailing EPS. Harris Associates Pzena Hotchis & Wiley and Arbiter all own shares. I'm weary of the balance sheet and don't like the stock. Write-up on substack:"
X Link @waterboystocks 2025-10-01T17:10Z 1219 followers, 1153 engagements

"$DEO has dropped about XX% from its highs in 2021 and still trades at 20x free cash flow"
X Link @waterboystocks 2025-09-29T00:35Z 1223 followers, 1969 engagements

"Marc Rowan Shows Mercy to Fraudster $APO Capital Group's Casey Gets Orange-Pilled $MSTR & Berkshire's Davita $DVA Substack:"
X Link @waterboystocks 2025-09-15T20:37Z 1219 followers, 2094 engagements

"$KHC $LKQ $OLN $WPP $GTIM A journal entry of some depressed stocks "What about paying for KHC today For $XXXXX billion you get $XXX billion of earnings that are likely to drag though a fat XXXX% dividend awaits. KHC nibbles on their stock too. Plus theres speculation of a breakup. Supposedly KHC wants to spin off its grocery business and retain its flagship sauces and spreads. Because as of late Mars and Ferrero acquired Kellanova and WK Kellogg for XXXX and XXXX times trailing earnings. A galaxy away from KHCs 9.2x multiple.""
X Link @waterboystocks 2025-07-28T17:02Z 1222 followers, 2663 engagements