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@zeroxpectation "@patrick_oshag $CNR - Railroader: The Unfiltered Genius and Controversy of Four-Time CEO Hunter Harrison"
@zeroxpectation Avatar @zeroxpectation on X 2025-07-20 00:59:23 UTC XXX followers, XXX engagements

"I'm not sure what valuation method Akre used to determine that $CSU was attractively priced. In June 2014 $CSU was trading at 4.5x Sales (6.5x today)not exactly a screaming buy by traditional valuation standards. Does anyone know how Akre typically approaches stock valuation"
@zeroxpectation Avatar @zeroxpectation on X 2025-07-17 20:50:26 UTC XXX followers, 2198 engagements

"@fiscal_ai How many brokers can charge their clients for live market pricing without alienating them $IBKR"
@zeroxpectation Avatar @zeroxpectation on X 2025-07-20 20:38:16 UTC XXX followers, XXX engagements

"Key distinctions $ACN global reach strategy+tech+design big enterprises peers: McKinsey Big4 fast-moving centralized $GIB Canada & Europe centric traditional IT outsourcing govt regulated sectors peers: IBM regional IT firms conservative decentralized"
@zeroxpectation Avatar @zeroxpectation on X 2025-07-04 21:19:02 UTC XXX followers, XXX engagements

"I continue to avoid investing in companies with sub-par capital allocation regardless of strong core fundamentals and compelling short-term catalysts. Im in it for the long haul not chasing tactical trades. Short-term realized gains just give me unnecessary tax headaches"
@zeroxpectation Avatar @zeroxpectation on X 2025-07-25 19:53:23 UTC XXX followers, XXX engagements