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@FishtownCap "They have a repurchase authorization in place already and were repurchasing shares. Most management teams stop repurchases when there's "trouble". Some good teams like at $DAC and $AER accelerate them. If $CNC puts up decent numbers and signals and intention to repurchase down here it will be a good day tomorrow"
@FishtownCap on X 2025-07-24 20:21:25 UTC 4308 followers, XXX engagements

"$AL Air Lease Looks very strong at initial glance Q1 Adj. EPS $XXXX Beats $XXXX Sales $738.28M Beat $710.23M Another $XXXXX million in cash insurance recoveries Book Value above $XX will be $73ish after Q2. This should be $60/share"
@FishtownCap on X 2025-05-05 20:30:28 UTC 4308 followers, 8630 engagements

"@marc_slans Why Earnings will likely decline over the next year or two and its trading near multi years valuation highs"
@FishtownCap on X 2025-07-25 01:35:48 UTC 4308 followers, XXX engagements

"$CNC "Medicaid has more bipartisan support now than at any time in history" (paraphrasing). - Sarah London CNC CEO who is extraordinarily impressive on this call"
@FishtownCap on X 2025-07-25 13:12:03 UTC 4308 followers, 1767 engagements

"@us2traveller @brian_goldstone Yes they are in fact the causes of the problem. Find me someone that's able to show up to work XX hours a week and can't afford a small apartment or a room in a house somewhere. It's a nonsense talking point and it always has been"
@FishtownCap on X 2025-07-25 18:00:41 UTC 4308 followers, XXX engagements

"@BrokenMoats Does it matter when EPS is growing north of XX% Either EPS grows XX% forever or CapEx drops. Sounds fine to me"
@FishtownCap on X 2025-07-23 20:54:35 UTC 4307 followers, XXX engagements

"Shorted a bit of $VNO on this. I think this represents a huge risk to NYC Office and VNO has had a big recovery and is fully valued in my opinion anyhow"
@FishtownCap on X 2025-06-12 14:02:28 UTC 4309 followers, 4569 engagements

"$HRB Q1 & Q2 Repurchases HRB returns XXX% of FCF to shareholders thru divs+buybacks. They spent $430m last year but this year it could be closer to $600m enough to retire X% of shares at $56/share. They do not repurchase during tax season; most happen in Aug Sep and Nov"
@FishtownCap on X 2025-07-22 20:30:02 UTC 4307 followers, XXX engagements

"$CNC Welp. These are all but dead. Glad I bought calls and not shares But just went long shares here at $XXXXX - small position 3%. Famous last words that I'll almost certainly regret but I can't imagine what they could put out that didn't get priced in today. Dice roll. If tomorrow's report is even mildly positive this launches"
@FishtownCap on X 2025-07-24 19:33:01 UTC 4308 followers, 4770 engagements

"Long $CNC $XX calls for XX cents into earnings. May pick up shares too. $XX - $XX on withdrawn guidance. Problems fixable (pricing) $TMO showing what happens when results aren't as bad as expected. Could pop into mid $30's fairly easy IMO"
@FishtownCap on X 2025-07-23 16:20:12 UTC 4308 followers, 9692 engagements

"@marc_slans @BillBrewsterTBB Complex to measure and depends on how you think of float but I get you. Underwriting profits almost certainly will shrink over the next few years (entire industry not Berkshire specific.)"
@FishtownCap on X 2025-07-25 03:11:29 UTC 4308 followers, XXX engagements

"This was a $XX stock less than a year ago and a $XX stock X weeks ago. The intrinsic values of these companies don't swing that much. Even $MOH's $XX EPS floor puts it at 8.4x trough earnings and I have to believe they baked in worst case everything. Maybe famous last words again but"
@FishtownCap on X 2025-07-24 19:52:10 UTC 4308 followers, XXX engagements

"@marc_slans Its expensive considering the growth prospects IMO. you have treasuries and equities and a bunch of OpCos that trade higher than peers despite being worse run (outside insurance anyhow.)"
@FishtownCap on X 2025-07-25 02:25:17 UTC 4308 followers, XXX engagements

"$HRB Q4 Beat CEO Jeff Jones basically has told you Q4 will be very good. Q3 Pre-tax earnings up XXX% with X% less S/O. Favorable tax rate this year will provide another XX cents EPS/$90m for repurchases"
@FishtownCap on X 2025-07-22 20:30:01 UTC 4307 followers, XXX engagements

"@pepemoonboy @jacobkline8 Healthcare for a family of X is $30k/year. You cant drop your 9-5 with 900k. But I get the vibe here"
@FishtownCap on X 2025-07-26 04:00:07 UTC 4308 followers, XXX engagements

"$AL Air Lease. This is a good time to ring the register and switch back to $AER. Book Value after subtracting prefs around $63-64 (thanks for those who corrected me) we're now at just a sub-10% discount. It was XX% a few weeks ago. $AER AerCap at a XX% premium BUT they're still due a lot of insurance claims. Once they receive those it's closer to a X% premium"
@FishtownCap on X 2025-05-20 14:01:56 UTC 4308 followers, 4968 engagements

"@SJOldValueGuy They did $X and change last year. If $X and change is the new normal and they resume buying back shares I think this heads to $XX in a year. Its an industry pricing problem. Easy to solve. Just takes patience"
@FishtownCap on X 2025-07-24 20:40:47 UTC 4308 followers, XXX engagements

"@JonahLupton The $MOH earnings AH werent helpful but it recovered some and it wouldnt surprise me to see it green tomorrow. It wont take much positive from CNC to pop 20%"
@FishtownCap on X 2025-07-24 04:26:07 UTC 4307 followers, XXX engagements

"@kingdomcapadv Implies 585-615 adj EBITDA without the incident and an exit rate higher than that. If theyre guiding for 2.5x by YE26 they must be very confident in it and likely plan to hit it sooner. Implies a $700+ ebitda number for next year"
@FishtownCap on X 2025-07-16 11:21:37 UTC 4308 followers, 2309 engagements

"@TraderNorway It's not naked shorting there's barely any short interest. It's just selling"
@FishtownCap on X 2025-07-24 19:26:29 UTC 4306 followers, XXX engagements

"$CNC Also listening to the call. Sees $XXXX this year and I have to believe that's very conservative since they do not want to guide down again. Will reprice and will likely be back to $5+ next year"
@FishtownCap on X 2025-07-25 12:23:26 UTC 4308 followers, 4797 engagements

"@siyul Industry has been a steady grower for a long time. $CNC has lost 2/3rds of its value in a year over an industry wide pricing issue that should resolve next year"
@FishtownCap on X 2025-07-25 00:50:46 UTC 4308 followers, XXX engagements