# ![@SleepwellCap Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1331271566945030145.png) @SleepwellCap Sleepwell🛌

Sleepwell🛌 posts on X about $spot, rolex, $brk, luxury the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.

### Engagements: [-----] [#](/creator/twitter::1331271566945030145/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1331271566945030145/c:line/m:interactions.svg)

- [--] Week [-------] +7,751%
- [--] Month [-------] +9,855%
- [--] Months [---------] -90%
- [--] Year [----------] +1,546%

### Mentions: [--] [#](/creator/twitter::1331271566945030145/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1331271566945030145/c:line/m:posts_active.svg)

- [--] Month [--] -96%
- [--] Months [-----] +618%
- [--] Year [-----] +289%

### Followers: [------] [#](/creator/twitter::1331271566945030145/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1331271566945030145/c:line/m:followers.svg)

- [--] Week [------] +0.03%
- [--] Month [------] +0.14%
- [--] Months [------] +1.60%
- [--] Year [------] +2.70%

### CreatorRank: [---------] [#](/creator/twitter::1331271566945030145/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1331271566945030145/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [technology brands](/list/technology-brands)  [cryptocurrencies](/list/cryptocurrencies)  [luxury brands](/list/luxury-brands)  [fashion brands](/list/fashion-brands)  [countries](/list/countries)  [currencies](/list/currencies)  [social networks](/list/social-networks)  [automotive brands](/list/automotive-brands) 

**Social topic influence**
[$spot](/topic/$spot), [rolex](/topic/rolex), [$brk](/topic/$brk), [luxury](/topic/luxury), [$uhal](/topic/$uhal), [$tdy](/topic/$tdy), [$rop](/topic/$rop), [$wise](/topic/$wise), [investment](/topic/investment), [acquisition](/topic/acquisition)

**Top accounts mentioned or mentioned by**
[@pythiar](/creator/undefined) [@ccmbrett](/creator/undefined) [@sinstockpapi](/creator/undefined) [@clarksquarecap](/creator/undefined) [@wtcm3](/creator/undefined) [@irbezek](/creator/undefined) [@jerrycap](/creator/undefined) [@investmenttalkk](/creator/undefined) [@invesquotes](/creator/undefined) [@compoundpapi](/creator/undefined) [@tsohinvesting](/creator/undefined) [@chariotinvest](/creator/undefined) [@billbrewstertbb](/creator/undefined) [@libertyrpf](/creator/undefined) [@sidecarcap](/creator/undefined) [@wexboyvalue](/creator/undefined) [@akramsrazor](/creator/undefined) [@positive_jetson](/creator/undefined) [@heartofthesea](/creator/undefined) [@brockhbriggs](/creator/undefined)

**Top assets mentioned**
[Spotify Technology (SPOT)](/topic/$spot) [Amerco (UHAL)](/topic/$uhal) [Teledyne Technologies Incorporated (TDY)](/topic/$tdy) [Roper Technologies Inc (ROP)](/topic/$rop) [Wise (WISE)](/topic/$wise) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Netflix Inc (NFLX)](/topic/$nflx) [IDEX Corporation (IEX)](/topic/$iex) [Vail Resorts, Inc. (MTN)](/topic/$mtn) [Charter Communications Inc (CHTR)](/topic/$chtr) [AME Chain (AME)](/topic/$ame) [PoolTogether (POOL)](/topic/$pool) [Warner Music Group Corp. (WMG)](/topic/$wmg) [Morgan Stanley (MS)](/topic/morgan-stanley) [RH (RH)](/topic/$rh) [Apple, Inc. (AAPL)](/topic/$aapl) [Ally Financial, Inc. (ALLY)](/topic/$ally) [Amphenol Corporation (APH)](/topic/$aph) [Cognex, Corp. (CGNX)](/topic/$cgnx) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Mastercard, Inc. (MA)](/topic/$ma) [Aercap Holdings N.V. (AER)](/topic/$aer) [Capital One Financial Corp. (COF)](/topic/$cof) [Floor & Decor Holdings, Inc. (FND)](/topic/$fnd) [Metadium (META)](/topic/$meta) [Markel, Corp. (MKL)](/topic/$mkl) [Fortive Corp (FTV)](/topic/$ftv) [Activision Blizzard, Inc. (ATVI)](/topic/$atvi) [JPMorgan Chase (JPM)](/topic/$jpm) [Microsoft Corp. (MSFT)](/topic/$msft) [Danaher Corporation (DHR)](/topic/$dhr) [Crocs, Inc. (CROX)](/topic/$crox) [Comcast Corporation (CMCSA)](/topic/$cmcsa) [Hayward Holdings, Inc. (HAYW)](/topic/$hayw) [Sirius XM Holdings Inc (SIRI)](/topic/$siri) [Liberty Broadband, Corp. (LBRDA)](/topic/$lbrda) [Illinois Tool Works Inc. (ITW)](/topic/$itw)
### Top Social Posts
Top posts by engagements in the last [--] hours

"I had no idea L'Oreal $OR had a Loyalty Share Program Shareholders can register shares under their name hold them for [--] years and get a 10% higher dividend (6.60 vs 6.0) It's supposed to incentivize long-term ownership. Any other companies that do this https://www.loreal-finance.com/eng/registered-shares-loyalty-bonus https://www.loreal-finance.com/eng/registered-shares-loyalty-bonus"  
[X Link](https://x.com/anyuser/status/1656041779462909956)  2023-05-09T21:01Z 23.5K followers, 66.3K engagements


"@feliperojas1984 nice. big fan of liberty have held a few. Lots of industrial compounders operate like holding cos by acquiring/ keeping a decentralized model. $ROP is the most popular and mostly a software company by now. $IEX $AME and $APH interesting. Im also looking at $JDG.L given size"  
[X Link](https://x.com/SleepwellCap/status/1353142120534708224)  2021-01-24T00:46Z 23K followers, [--] engagements


"@WillPan23822266 @valueterminal $BRK: risk/reward is very compelling here near 0% chance of a permanent loss of capital and it's cheap anyway you look counter-cyclical (if worried about a selloff; given defensive industries cash and insurance). This it's likely a 10+% return from here with v/little risk"  
[X Link](https://x.com/SleepwellCap/status/1353405595727114240)  2021-01-24T18:13Z 23.3K followers, [--] engagements


"@WillPan23822266 @valueterminal $LBRD/ $CHTR love this at current levels added some recently. Discount is still there and will collapse eventually knowing Malone. FCF story exploding and market realizing it likely to earn $40 p/sh (and growing) in '22. LBRD look-through is somewhere in mid-500s or 14X FCF/sh"  
[X Link](https://x.com/SleepwellCap/status/1353406818995716096)  2021-01-24T18:18Z 23.3K followers, [--] engagements


"Help yourself by finding investments that have MANY ways to win: top-line growth operating leverage visibility cost-cutting dividend growth de- OR re-leveraging resilience optionality divestitures/spinoffs large acquisitions buybacks misunderstanding of biz model new mgmt FCF"  
[X Link](https://x.com/SleepwellCap/status/1353891339302182912)  2021-01-26T02:23Z 22.4K followers, [--] engagements


"Do whatever the hell you want with this but $AAPL + Cash = 51% of $BRK market cap"  
[X Link](https://x.com/SleepwellCap/status/1354854018174967814)  2021-01-28T18:09Z 23.3K followers, [--] engagements


"Whats good for Comcast is great for Charter $CMCSA $CHTR"  
[X Link](https://x.com/SleepwellCap/status/1354855891045019648)  2021-01-28T18:16Z 22.4K followers, [--] engagements


"Let's talk about our favorite orange truck 🚚 A thread on $UHAL 👇 Will America start moving again"  
[X Link](https://x.com/SleepwellCap/status/1357924851772624897)  2021-02-06T05:31Z 22.4K followers, [--] engagements


"The Sleepwell Investment strategy is very personal. I may be able to sleep perfectly well with my investments but the same ones may keep you up all night. It comes down to conviction your personality and tolerance for concentration/drawdowns. Do your own work and Know Thyself"  
[X Link](https://x.com/SleepwellCap/status/1359603336832454657)  2021-02-10T20:41Z 22.4K followers, [--] engagements


"Average pool equipment spend 📈2000➡2010➡2020 🏊🏽♂ Source: Hayward S-1"  
[X Link](https://x.com/SleepwellCap/status/1367169518749904898)  2021-03-03T17:46Z 23.3K followers, [--] engagements


"COVID was great for Pool construction - up 20%. People staying at home need outdoor recreation activities (no summer camps for kids). Still below the pre-recession median of 113K p/yr. Will provide good aftermarket revenue for years to come. Good for Hayward $POOL $PNR $FLUI.MC"  
[X Link](https://x.com/SleepwellCap/status/1367171315866607616)  2021-03-03T17:53Z 23.3K followers, [--] engagements


"Can we all stop pretending were interest rate strategists and go back to looking at companies"  
[X Link](https://x.com/SleepwellCap/status/1372534768034742272)  2021-03-18T13:06Z 22.4K followers, [--] engagements


"Honest question: Has anyone recently seen a great VIC writeup or ever gotten a legitimate idea from it Seems to me that a lot of the write-ups are mediocre and meant to keep the account active. Obv theres excellent old ones (NorbertBurryPabrai) just a general observation"  
[X Link](https://x.com/SleepwellCap/status/1375502439424667650)  2021-03-26T17:38Z 23.3K followers, [--] engagements


"This is also consistent with their ubiquity strategy being available everywhere and in the most seamless way. The product will be free for a limited number of Spotify Premium users. Importantly it will generate valuable data of how users listen to music/audio in the car 4/n"  
[X Link](https://x.com/SleepwellCap/status/1382049207129899014)  2021-04-13T19:13Z 22.6K followers, [--] engagements


"The timing is certainly interesting given the recently announced Locker Room acquisition which gives them entry to Live Audio space a format that is very popular inside the car (e.g. Radio Talk Shows). This looks like a more direct way to compete with $SIRI SiriusXM 5/n"  
[X Link](https://x.com/SleepwellCap/status/1382049208967045124)  2021-04-13T19:13Z 22.6K followers, [--] engagements


"$SPOT and $WMG strike a deal to develop original series of podcasts built around WMG artists and songwriters catalogs and feature stories behind songs and artists. We look forward to working with Spotify to experiment and drive growth in podcasting. https://www.globenewswire.com/news-release/2021/04/15/2210884/0/en/Warner-Music-Group-and-Spotify-Strike-Innovative-Podcast-Development-Deal.html https://www.globenewswire.com/news-release/2021/04/15/2210884/0/en/Warner-Music-Group-and-Spotify-Strike-Innovative-Podcast-Development-Deal.html"  
[X Link](https://x.com/SleepwellCap/status/1382718834960846850)  2021-04-15T15:33Z 23.3K followers, [--] engagements


"43.2% EBITDA margin in Cable. incremental margins of 78%😳😳 $CHTR $LBRDA $CMCSA Comcast beats on eps beats on rev. +2.5% pre-market. https://t.co/8RwM23FQiV $CMCSA Comcast beats on eps beats on rev. +2.5% pre-market. https://t.co/8RwM23FQiV"  
[X Link](https://x.com/SleepwellCap/status/1387729181589520387)  2021-04-29T11:23Z 22.4K followers, [--] engagements


"How do $ABNB shareholders deal with the risk of transactions that are discovered in the platform but monetized outside The last [--] Ive rented the owners gave me their phone # or IG and we both avoided insanely high fees. I feel like this is more common than you would think"  
[X Link](https://x.com/SleepwellCap/status/1392495818985426946)  2021-05-12T15:04Z 23.3K followers, [--] engagements


"@_inpractise agree 100% other similar examples: $AME $IEX $TDY"  
[X Link](https://x.com/SleepwellCap/status/1396249018292899845)  2021-05-22T23:38Z 22.4K followers, [--] engagements


"This picture shows both the $TWTR long and short case"  
[X Link](https://x.com/SleepwellCap/status/1400564633241587715)  2021-06-03T21:26Z 22.4K followers, [--] engagements


"$V $MA $PYPL @SleepwellCap Payments/digital wallets replacing cash @SleepwellCap Payments/digital wallets replacing cash"  
[X Link](https://x.com/SleepwellCap/status/1404840434556452872)  2021-06-15T16:37Z 22.4K followers, [--] engagements


"$SPOT $TWTR $GOOG @SleepwellCap Personalization/curation @SleepwellCap Personalization/curation"  
[X Link](https://x.com/SleepwellCap/status/1404841326760366082)  2021-06-15T16:40Z 22.4K followers, [--] engagements


"$CMG $MCD $DPZ @SleepwellCap Cheap food fast. @SleepwellCap Cheap food fast"  
[X Link](https://x.com/SleepwellCap/status/1404841403444830209)  2021-06-15T16:41Z 22.4K followers, [--] engagements


"Thats the labels money not his. Im pretty sure. $WMG"  
[X Link](https://x.com/SleepwellCap/status/1410322302366109696)  2021-06-30T19:40Z 22.4K followers, [--] engagements


"Q2 PortfolioEverybody Loves Music [--] new small position YTD 15% vs S&P 15% Top 3: 53% Top 5: 75% Thought of the moment: Bottom [--] positions really have to earn their place going forward; either Im adding more or they are out. More diligence needed in some to build conviction"  
[X Link](https://x.com/SleepwellCap/status/1410590102921777156)  2021-07-01T13:24Z 22.9K followers, [--] engagements


"I always come back to this video. In [----] David Bowie predicted some of the potential implications of the internet as it related to music and media. This guy was a genius across the board and a true polymath👨🏼🎤"  
[X Link](https://x.com/SleepwellCap/status/1419716883641737216)  2021-07-26T17:50Z 22.4K followers, [---] engagements


"Whats a stock you bought that marked a turning point in the way you invest and how I stopped over-focusing on PEs after buying $CHTR in 2018"  
[X Link](https://x.com/SleepwellCap/status/1422230389322489865)  2021-08-02T16:18Z 22.4K followers, [--] engagements


"The $AER CEO is not an Aircraft geek: the numbers and shareholder value creation matters the most. He's unemotional about aircraft. It's the right business and the right time and the right price Deal with $GE was [--] years in the making"  
[X Link](https://x.com/SleepwellCap/status/1422556479429750794)  2021-08-03T13:54Z 22.4K followers, [--] engagements


"@yp48254116 well $TDY got its mojo back after the spinoff in [----] but agree things got pretty bad in the period right after Singleton"  
[X Link](https://x.com/SleepwellCap/status/1425117162046300163)  2021-08-10T15:29Z 22.4K followers, [--] engagements


"$ALLY Fiscal [----] Consumer Vehicle Originations by FICO Credit Score"  
[X Link](https://x.com/SleepwellCap/status/1448009766249316353)  2021-10-12T19:36Z 22.4K followers, [--] engagements


"Mortgages vs. Auto Loans (GFC era)"  
[X Link](https://x.com/SleepwellCap/status/1448582604626796545)  2021-10-14T09:33Z 22.4K followers, [--] engagements


"ATH for a truck company with no supply chain issues 🚚 $UHAL"  
[X Link](https://x.com/SleepwellCap/status/1448711126729072648)  2021-10-14T18:03Z 23.3K followers, [--] engagements


"Youre not a serious $DPZ shareholder until you own one of these. (no position)"  
[X Link](https://x.com/SleepwellCap/status/1450924032417746955)  2021-10-20T20:37Z 22.4K followers, [--] engagements


"Its that time of year when $CGNX takes a dive and starts to become a bit more interesting Trading at same level as [--] year ago"  
[X Link](https://x.com/SleepwellCap/status/1456638333359169542)  2021-11-05T15:03Z 22.4K followers, [--] engagements


"Customer satisfaction during the pandemic across the Top [--] US commercial banks. $ALLY #1 followed by $COF and $AXP Explains how annual retention is 96% vs. industry-wide of 85% (Source: Verint Experience Index)"  
[X Link](https://x.com/SleepwellCap/status/1456668733716500484)  2021-11-05T17:04Z 22.4K followers, [--] engagements


"Hadnt looked at $MKL in a while some interesting names owned in top holdings. Historical underwriting has been strong LT and looks like theyre starting to lean in more into private businesses A small $BRK with less aversion to tech Both trade at similar P/B multiple 1.3X"  
[X Link](https://x.com/SleepwellCap/status/1457367460101885955)  2021-11-07T15:20Z 22.4K followers, [--] engagements


"Here comes the $AER buybacks again (probably) Given each new $GE company intends to be IG rated GE will be a quasi-forced seller of its AerCap stake (46%) which likely results in AerCap buying it back from them (in stages) just as they did with ILFC/AIG"  
[X Link](https://x.com/SleepwellCap/status/1458043443679223808)  2021-11-09T12:07Z 23.1K followers, [--] engagements


"$GE RemainCo: Aviation"  
[X Link](https://x.com/SleepwellCap/status/1458044116982448129)  2021-11-09T12:09Z 23.1K followers, [--] engagements


"Now that the Industrial Conglomerate is dead after GEs move its probably a good time to keep an eye on names that are still building especially if the market starts to ignore them or even punish them. $AME $ITW $TDY $IEX come to mind"  
[X Link](https://x.com/SleepwellCap/status/1458368077263933448)  2021-11-10T09:36Z 23K followers, [--] engagements


"Stock Price of $WMT and theoretical price where you could have bought it and still earn a 10% return In [----] you could have paid 150x the prevailing share price (PE=1500) and still made a 10% return If you find a really good business early pay up for it h/t Nick Sleep Letters"  
[X Link](https://x.com/SleepwellCap/status/1459478823364440067)  2021-11-13T11:10Z 22.4K followers, [---] engagements


"$WMG Q4 Earnings -Total Revenue +21% (vs. $UMG +17.4%) -Digital Revenue +18% (vs. $SPOT premium +21%) 2/3 of revenues -other revenue benefitted from COVID recovery (tours merch physical) -EBITDA +34% margin 17.2% (vs. UMG margin 21.4%)"  
[X Link](https://x.com/SleepwellCap/status/1460289953448013834)  2021-11-15T16:53Z 22.4K followers, [--] engagements


"Seems like a pretty good time for $GOOG to spinoff Waymo and print some money out of thin air"  
[X Link](https://x.com/SleepwellCap/status/1460300376234766336)  2021-11-15T17:35Z 22.4K followers, [---] engagements


"@CCM_Brett @TSOH_Investing Gross margins are overrated. ROIC is underrated"  
[X Link](https://x.com/SleepwellCap/status/1462476361939959814)  2021-11-21T17:41Z 23.3K followers, [--] engagements


"$UHAL Moving & Storage a match made in heaven"  
[X Link](https://x.com/SleepwellCap/status/1463958773459005440)  2021-11-25T19:52Z 22.4K followers, [--] engagements


"$ARKK Top Holdings [--] month performance"  
[X Link](https://x.com/SleepwellCap/status/1466789271466041357)  2021-12-03T15:19Z 22.4K followers, [--] engagements


"What Im looking at: -A holding company that owns software for booking tee times drawing crash scenes for police departments and marina management. -An old conglomerate that makes high-definition oscilloscopes infrared cameras for satellites and autonomous underwater gliders"  
[X Link](https://x.com/SleepwellCap/status/1466804873358417920)  2021-12-03T16:21Z 22.4K followers, [--] engagements


"@TheGarpInvestor $APH hands down. Producer of connectors cable and interconnect systems"  
[X Link](https://x.com/SleepwellCap/status/1470490086823366658)  2021-12-13T20:25Z 22.4K followers, [--] engagements


"$POOL vs. FAAMG last [--] years Just swimming past tech (Im really sorry)"  
[X Link](https://x.com/SleepwellCap/status/1470908624759361538)  2021-12-15T00:08Z 23.3K followers, [---] engagements


"$CGNX TAM: The human eye sucks 20% overall market share 12% market growth"  
[X Link](https://x.com/SleepwellCap/status/1471134337915621377)  2021-12-15T15:05Z 23K followers, [--] engagements


"An industrial that doesnt get enough attention: $AME makes electronic instruments and electromechanical devices serial acquirer 80+ acquisitions since [----] 100% FCF deployed to acquisitions 23% EBIT margin 19% 10yr CAGR Net Debt/EBITDA 1.4x 22x fwd P/FCF ROIC 16% ROTCE 100%"  
[X Link](https://x.com/SleepwellCap/status/1472370601914417154)  2021-12-19T00:58Z 22.4K followers, [---] engagements


"Credit Suisse Family Owned Company Index Our analysis of family-owned companies suggests that their alpha credentials remain intact. Using our database of over [----] publicly listed family-owned companies we calculate an annual average alpha of [---] basis points since 2006"  
[X Link](https://x.com/SleepwellCap/status/1472982164811751427)  2021-12-20T17:28Z 22.4K followers, [--] engagements


"2021 Portfolio Update Rocky Trail Sleepwell +18% S&P +28% 10% underperformance but slept well 100% of the time. Having fun too. Since inc. (Jul17): 19% Sleep vs. 18% S&P Detractors: $SPOT -26% $LBRDA +2 Contributors: $BRK +29% $ALLY +36% $GOOG +65% $AER +44% $UHAL +60%"  
[X Link](https://x.com/SleepwellCap/status/1478068421267005442)  2022-01-03T18:19Z 22.4K followers, [---] engagements


"$BRK outperforming $ARKK since right before the pandemic started. Interesting times. Valuation matters. Not dunking on anyone here"  
[X Link](https://x.com/anyuser/status/1480566459273302022)  2022-01-10T15:45Z 23.5K followers, [---] engagements


"$GOOG growing top-line 15-20% high incremental margins and trading close to 20x [--] EPS is a dont try to reinvent the wheel you idiot idea And no Im not adjusting for cash SBC losses in other bets/cloudetc Also buybacks are still a joke: share count down 5% since 2018"  
[X Link](https://x.com/anyuser/status/1480983394334949382)  2022-01-11T19:22Z 23.5K followers, [---] engagements


"@StockJabber Andy Silvernail was an equity research analyst at Fidelity and most recently CEO of $IEX where he led a successful acquisition program and stock 6xd over his [--] year tenure. Hes at a private company now"  
[X Link](https://x.com/SleepwellCap/status/1483267238601768962)  2022-01-18T02:37Z 22.6K followers, [--] engagements


"$MTN channel checks must include moguls ⛷"  
[X Link](https://x.com/SleepwellCap/status/1483953860347510785)  2022-01-20T00:05Z 22.4K followers, [--] engagements


"Last time $NFLX traded at this level was mid-2018: Revenues $12B ($30B) EBIT margin 7% (21%) 120mm subs (222mm) ROIC 9% (24%) 3B FCF (+FCF) High yield debt (Investment Grade) Yes I know valuation couldve been stretched blah blah just interesting data points"  
[X Link](https://x.com/SleepwellCap/status/1486031091806793730)  2022-01-25T17:39Z 22.4K followers, [---] engagements


"$NFLX 10-K came out and I can finally update this chart. Produced content assets are now 55% vs 45% last year and 13% [--] yrs ago. This is content where they own the IP. Licensed includes Netflix Originals made by other studios which are exclusive but they dont own and re-runs"  
[X Link](https://x.com/anyuser/status/1486932707359662084)  2022-01-28T05:22Z 23.5K followers, [---] engagements


"Anybody know what % of listening hours are from non-music (ie spoken word) content on $SIRI (SiriusXM only) Thank you"  
[X Link](https://x.com/SleepwellCap/status/1496558524121460740)  2022-02-23T18:52Z 22.6K followers, [--] engagements


"@DoradoCap @PandaValue @Pembrokest21 $IEX deserves way more attention here than it gets (first time I see it mentioned actually). Incredible capital allocation"  
[X Link](https://x.com/SleepwellCap/status/1501775366582644738)  2022-03-10T04:22Z 22.6K followers, [--] engagements


"@LCinvesting Awesome list. $ROP is 2/3 software these days mainly VMS like CSU. Id add $IEX $FTV $ITW and $TDY to the niche industrial list. Machine automation $ROK $CGNX technically machine vision Testing: $JDG.LN Pools: $POOL $PNR $HAYW"  
[X Link](https://x.com/SleepwellCap/status/1505225138681356293)  2022-03-19T16:50Z 22.6K followers, [--] engagements


"Updated Q1'22 $BRK Equity portfolio: $CVX now in Top [--] (displaced $KO) new mystery $10B bank/financial position (cost basis went up; could be multiple) bought $HPQ $ATVI and more $OXY and $AAPL Deployed $50B in total cash down to $102B (from $144B Q4) $BRK Equity Portfolio (as of 12/31/2021) https://t.co/wp34X3NJdm $BRK Equity Portfolio (as of 12/31/2021) https://t.co/wp34X3NJdm"  
[X Link](https://x.com/SleepwellCap/status/1521225729089880064)  2022-05-02T20:30Z 22.4K followers, [--] engagements


"$CGNX trading at pre-COVID levels while revenue this year should be 45% higher than [----]. Machine vision is quite important in a post-COVID world with supply chain issues and a tight/inflationary labor market"  
[X Link](https://x.com/SleepwellCap/status/1522598900200505344)  2022-05-06T15:27Z 23K followers, [--] engagements


"@PrefShares $IEX $TDY $FCA $JDG $POOL $JPM $BRK $MTN"  
[X Link](https://x.com/SleepwellCap/status/1523017388723421186)  2022-05-07T19:10Z 22.6K followers, [--] engagements


"$BRK New Positions per 13-F: Buys $ALLY $MKL $C $PARA $CE $MCK **This was not necessarily Buffett**"  
[X Link](https://x.com/SleepwellCap/status/1526324532532989961)  2022-05-16T22:11Z 22.9K followers, [--] engagements


"Herms $RMS Operating margin Higher than $GOOG Services segment (Search YouTube Ads Network)"  
[X Link](https://x.com/SleepwellCap/status/1529398338348634115)  2022-05-25T09:45Z 22.4K followers, [---] engagements


"$UHAL Q4 and FY Results Moving Revenue +12% (+28% FY) Self-Storage +28% (+29% FY) U-Box +24% (+48% FY) Total company Revenue +13% (FY +26%) Operating margin 13% +100bps (29% FY +800bps) FY incremental margin 57% FY EPS +84% (This is their slowest quarter) CEO Remarks:"  
[X Link](https://x.com/SleepwellCap/status/1529790652103462914)  2022-05-26T11:44Z 22.4K followers, [--] engagements


"$ROP selling [--] industrial/commodity exposed businesses at 20x EBITDA while at the same time software multiples have declined. With $7B+ in M&A firepower this will be fun to watch"  
[X Link](https://x.com/SleepwellCap/status/1532419186848370688)  2022-06-02T17:49Z 23K followers, [--] engagements


"@310Value @ebitdaddy90 Yes. See $AME $IEX $APH $ITW $TDY $JDG $ROK just to name a few"  
[X Link](https://x.com/SleepwellCap/status/1533942773350404096)  2022-06-06T22:43Z 23K followers, [--] engagements


"Whats a sector you wish you knew more about For me its payments"  
[X Link](https://x.com/SleepwellCap/status/1540005126659866629)  2022-06-23T16:13Z 22.7K followers, [---] engagements


""Were now through the most cash-intensive part of that transition. As a result our cash content spend-to-content amortization expense ratio peaked at 1.6x (along with peak negative FCF of -$3.3B in 2019) and is expected to be about 1.2-1.3x in [----] and to decline going forward""  
[X Link](https://x.com/SleepwellCap/status/1549488128968253442)  2022-07-19T20:15Z 22.4K followers, [--] engagements


"@PythiaR $TDY is one I rarely see mentioned"  
[X Link](https://x.com/SleepwellCap/status/1550131871509467140)  2022-07-21T14:53Z 23K followers, [--] engagements


"$UHAL channel checks 🚚"  
[X Link](https://x.com/SleepwellCap/status/1550237385362923520)  2022-07-21T21:52Z 22.4K followers, [--] engagements


"Some interesting data on the size & power of the $UHAL brand from @Similarweb At $2.75 CPC U-Haul's total website organic traffic (direct + search) is worth approx $350-500M in brand/marketing $ p/yr. Capitalized at 12x that's $5B in value (for context equity value is $10B)"  
[X Link](https://x.com/SleepwellCap/status/1551652460694994951)  2022-07-25T19:35Z 22.4K followers, [--] engagements


"$UHAL spends 0.25% of revenues on Advertising. Their main advertising channel does not appear in the financial statements: 300K+ of moving billboards in the form of trucks and trailers plus their 23K visible locations. It also helps that they've been building it for [--] years"  
[X Link](https://x.com/SleepwellCap/status/1551652473839943680)  2022-07-25T19:35Z 22.4K followers, [--] engagements


"$UHAL [----] Shareholder Letter Short sweet no BS"  
[X Link](https://x.com/SleepwellCap/status/1554533771516559365)  2022-08-02T18:25Z 22.4K followers, [--] engagements


"$UHAL pricing strategy: "we've had pricing ability in the market and we've tried to do that without gouging" CEO found out some managers were pushing to hard on price and told them to cut back. "You can double the rate but that's not our strategy""  
[X Link](https://x.com/SleepwellCap/status/1555558214774693892)  2022-08-05T14:15Z 22.9K followers, [--] engagements


"$ROP Frontline growth algorithm: cross selling price increases and new logos. "$6B opportunity less than half of the market is vended today. 85% of their deals are not competitive""  
[X Link](https://x.com/SleepwellCap/status/1565106663710986240)  2022-08-31T22:38Z 22.4K followers, [--] engagements


"$POOL Industry Installed Base and New Pool Units 60% of revenues recurring 20% renovation+remodeling 20% new pool construction"  
[X Link](https://x.com/SleepwellCap/status/1575461349676785665)  2022-09-29T12:23Z 22.4K followers, [---] engagements


"$MTN "North American ski season pass sales increased 6% in units and 7% in sales dollars. These results are particularly strong considering the Company achieved growth of 42% in units and 17% in sales dollars last year.""  
[X Link](https://x.com/SleepwellCap/status/1575494282605391874)  2022-09-29T14:34Z 22.4K followers, [--] engagements


"$POOL CEO on why they don't make private label equipment (pumps filters etc): 1) they value the partnership with suppliers ( $PNR $HAYW) don't want them to see Pool as a competitor and 2) they are highly engineered products and they don't have the talent capabilities"  
[X Link](https://x.com/SleepwellCap/status/1577645407018139654)  2022-10-05T13:02Z 23.3K followers, [---] engagements


""you're using your pool everyday whether you're in it or not" $POOL investor day"  
[X Link](https://x.com/SleepwellCap/status/1579556999591002112)  2022-10-10T19:38Z 22.4K followers, [--] engagements


"Interesting slide from $ACAST Investor Day to put Podcast Advertising adoption into perspective. Took some time to cross the $10B mark in CTV ad spend"  
[X Link](https://x.com/SleepwellCap/status/1579570184649846785)  2022-10-10T20:30Z 23.1K followers, [--] engagements


"$SPOT Wrapped came out today [--] out of Top [--] Podcasts are Spotify Exclusive (Anything Goes was recently signed) Caso [--] is a Chilean Psychological Thriller that's been locally adapted to many other markets. Crime Junkie is produced by Audiochuck and distributed (wide) by $SIRI"  
[X Link](https://x.com/SleepwellCap/status/1597988047538515968)  2022-11-30T16:16Z 22.4K followers, [--] engagements


"$COST Average sales per warehouse by vintage"  
[X Link](https://x.com/SleepwellCap/status/1602410235309789204)  2022-12-12T21:09Z 22.4K followers, [---] engagements


"Any good pieces/podcasts on the history and success of $MNST Monster beverage Trying to reverse engineer how something like this happens.29% CAGR over [--] years (2400x) I included $AAPL and $BRK for comparison you can barely see them"  
[X Link](https://x.com/anyuser/status/1605229160779087872)  2022-12-20T15:50Z 23.5K followers, 125.7K engagements


"Is he paying for it with a newly minted FTX token BREAKING: FTX founder Sam Bankman-Fried to be released on $250 million bail https://t.co/GcltdNacJK BREAKING: FTX founder Sam Bankman-Fried to be released on $250 million bail https://t.co/GcltdNacJK"  
[X Link](https://x.com/SleepwellCap/status/1605999240508895232)  2022-12-22T18:50Z 22.4K followers, [----] engagements


"@PrefShares Case study + Lee Cooperman's Business Week piece lot of people have said the book is pretty dull/not worth it Also FYI $TDY is still around a thriving https://moiglobal.com/henry-singleton-lessons/ http://csinvesting.org/wp-content/uploads/2012/06/teledyne-and-henry-singleton-a-cs-of-a-great-capital-allocator.pdf https://moiglobal.com/henry-singleton-lessons/ http://csinvesting.org/wp-content/uploads/2012/06/teledyne-and-henry-singleton-a-cs-of-a-great-capital-allocator.pdf"  
[X Link](https://x.com/SleepwellCap/status/1610702511031173135)  2023-01-04T18:19Z 22.4K followers, [----] engagements


"@heartof_thesea sounds a lot like $TDY $IEX $AME and legacy $ROP"  
[X Link](https://x.com/SleepwellCap/status/1615519714691936256)  2023-01-18T01:21Z 22.4K followers, [---] engagements


"Interesting to see $XYL acquiring $AQUA (all stock) and creating a water treatment/water tech behemoth. Was rumored on and off over the years to be a potential merger candidate. Looks like market didn't love the valuation as XYL was down 10% https://www.businesswire.com/news/home/20230123005343/en/Xylem-To-Acquire-Evoqua-in-7.5-Billion-All-Stock-Transaction https://www.businesswire.com/news/home/20230123005343/en/Xylem-To-Acquire-Evoqua-in-7.5-Billion-All-Stock-Transaction"  
[X Link](https://x.com/SleepwellCap/status/1618333625480798208)  2023-01-25T19:42Z 22.4K followers, [----] engagements


"Imagine if tech companies behaved like the high performing industrials. Teledyne $TDY on expense control: "It's something we do day in and day out regardless of what the macroeconomics are.""  
[X Link](https://x.com/SleepwellCap/status/1618379706977636352)  2023-01-25T22:46Z 22.4K followers, 14.8K engagements


"@LeoGreenwald nope they've owned for a while. Probably because of the share split into two new voting classes (UHAL/UHAL.B) the system thinks of it as a new ticker"  
[X Link](https://x.com/SleepwellCap/status/1618664799424122880)  2023-01-26T17:38Z 23K followers, [---] engagements


"I like this slide from $AXP holding themselves accountable to their original guide (granted they did pretty well). Companies should be obligated to do this"  
[X Link](https://x.com/SleepwellCap/status/1619027500360937474)  2023-01-27T17:40Z 22.4K followers, [----] engagements


"@Finding_Moats How much does Vitec pay on avg for its acquisitions $ROP has similar metrics mostly SaaS/recurring now 40ish% EBITDA margins and HSD organic growth; but they pay 20x EBITDA for acq these days"  
[X Link](https://x.com/SleepwellCap/status/1621206949269495810)  2023-02-02T18:00Z 23.3K followers, [----] engagements


""In the UK where competition has been the most intense we currently have well over 35% share of the category and all the other premium competitors together 100+ by their count account for 2-3%." $FEVR CEO"  
[X Link](https://x.com/SleepwellCap/status/1622669346182148097)  2023-02-06T18:51Z 22.4K followers, 14.5K engagements


"@fundhunter_co Isnt the top shelf the least desirable space That seems like excellent placement. Goddamn thats a lot of FEVR"  
[X Link](https://x.com/SleepwellCap/status/1622765890931679232)  2023-02-07T01:15Z 22.4K followers, [---] engagements


"where does $ATVI trade if $MSFT deal breaks"  
[X Link](https://x.com/SleepwellCap/status/1622986878072025093)  2023-02-07T15:53Z 22.4K followers, 19.4K engagements


"$WMG earnings: New CEO Robert Kyncl (ex-YouTube): "I want to immediately and clearly acknowledge that this was a tough quarter." Total revenue +2% Recorded Music Streaming +5% (subscription streaming up HSD ad-supported down mid-teens). It was a slow release schedule for WMG"  
[X Link](https://x.com/SleepwellCap/status/1624124257448886284)  2023-02-10T19:12Z 22.4K followers, [----] engagements


"$CGNX Q4: "A few of our largest e-commerce customers have paused most of their investments. At the end of [----] we observed slower trends across our broader factory automation business and we have seen this carry into the beginning of 2023.""  
[X Link](https://x.com/SleepwellCap/status/1626608972693209093)  2023-02-17T15:46Z 22.4K followers, [----] engagements


"@pmje73 study the high performing industrial conglomerates: $TDY $AME $IEX $APH $ITW $BRK owns a good amount too Also read Lessons from the Titans mainly focuses on Industrials. Includes GE Boeing Honeywell United Rentals. (authors are from the sellside though)"  
[X Link](https://x.com/SleepwellCap/status/1626749476344832001)  2023-02-18T01:04Z 22.4K followers, [----] engagements


"@IntrinsicInv @OmarAA_H @pmje73 @BearForce_Won $TDY $CGNX $AME $APH $IEX $ROK"  
[X Link](https://x.com/SleepwellCap/status/1626749997294157824)  2023-02-18T01:06Z 22.4K followers, [----] engagements


"It works fine until it doesnt which just did and risks became obvious. But it was always a silly move. Its *certainly* not the Feds fault. Banking is about discipline extending duration 10-20 yrs to capture a few more fixed rate bps while borrowing short is not disciplined"  
[X Link](https://x.com/SleepwellCap/status/1635694363022962693)  2023-03-14T17:28Z 22.4K followers, [----] engagements


"Example of discipline: $IBKR CEO gets a question about extending duration (Jul-2022): "No. That's the kind of risk that we do not want to take. We will continue to invest in T-bills and repos.""  
[X Link](https://x.com/SleepwellCap/status/1635698151242727426)  2023-03-14T17:43Z 22.4K followers, [----] engagements


"$TDY describing the end markets they target: "rational oligopolies""  
[X Link](https://x.com/SleepwellCap/status/1636114832804966403)  2023-03-15T21:19Z 22.4K followers, [----] engagements


"Excellent chart by @MarcRuby showing Banks that are more sensitive based on % of uninsured deposits and MTM losses of HTM portfolio as a % of Tangible equity capital"  
[X Link](https://x.com/SleepwellCap/status/1636773771901300737)  2023-03-17T16:57Z 22.4K followers, [----] engagements


"IFPI released its [----] Global Music Report Global recorded music revenue growth +9% to $26B (Record year) Streaming growth +12% (67% of revenues slowed from 24%) Paid subscribers +13% (589mm vs 523mm) Fastest growing regions Sub-Saharan Africa (35%) Latam (26%) and MENA (24%)"  
[X Link](https://x.com/SleepwellCap/status/1638218815493292034)  2023-03-21T16:39Z 23.4K followers, [----] engagements


"@SoloProsperity @StockTalk416 You need to adjust for amortization in OI which is pretty high given the pace/size of acquisitions. CE changes if you include Goodwill or not. I calculate CE differently you need to work either from the right hand side or left hand side of the BS. See Maubossins work here"  
[X Link](https://x.com/SleepwellCap/status/1638364418164633600)  2023-03-22T02:18Z 23.3K followers, [--] engagements


"$FEVR expanding into non-carbonated mixers for cocktails (margarita mojito martini bloody mary)"  
[X Link](https://x.com/SleepwellCap/status/1638896011039866881)  2023-03-23T13:30Z 22.4K followers, [----] engagements


"Best selling high-end watch brands: [--]. Rolex [--]. Cartier [--]. Omega [--]. Audemars Piguet [--]. Patek Philippe (unchanged vs 2021) source: Morgan Stanley"  
[X Link](https://x.com/anyuser/status/1642639744642293761)  2023-04-02T21:26Z 23.5K followers, 101.7K engagements


"It takes decades to become an Iconic Watch. Number of years since launch (Morgan Stanley): Cartier Santos launched [---] years ago Patek Philippe Calatrava [--] Rolex Datejust [--] Omega Seamaster [--] Rolex Submariner [--] Tag Carrera [--] AP Royal Oak [--] One exception is Richard Mille"  
[X Link](https://x.com/SleepwellCap/status/1642952265408323590)  2023-04-03T18:08Z 22.4K followers, 13.9K engagements


"a few people have pointed out one major difference I forgot to mention: incentive structure $CSU doesn't issue any equity and senior employees are required to buy stock in the open mkt from a % of their cash bonus $ROP issues stock based on Adj EBITDA and Operating Cash Flow"  
[X Link](https://x.com/SleepwellCap/status/1650573825711431694)  2023-04-24T18:54Z 22.4K followers, [----] engagements


"Not all luxury is created equal: striking difference in performance between the True Luxury brands (LV Hermes) and Aspirational Luxury: $KER Kering reports +1% revenue growth (Gucci YSL Bottega Venetta Balenciaga). US very soft. For context $LVMH +18% and $RMS +23%"  
[X Link](https://x.com/SleepwellCap/status/1650951978896224262)  2023-04-25T19:56Z 23K followers, 27.4K engagements


"@Chariot_Invest It's probably one of the very few industries where I think terminal risk is (almost) non existent"  
[X Link](https://x.com/SleepwellCap/status/1655586527542386693)  2023-05-08T14:52Z 22.4K followers, [----] engagements


"@Chariot_Invest yeah agree Neptune is a fantastic business. Checkout Badger Meter $BMI direct public comp. look at that chart"  
[X Link](https://x.com/SleepwellCap/status/1655587983473385473)  2023-05-08T14:58Z 23.2K followers, [---] engagements


"@Chariot_Invest yeah and $XYL just bought their biggest competitor which has a pretty complementary portfolio $AQUA Problem with many of the pure play water names is they trade at nosebleed valuations partly given ESG ownership. Another interesting one is $AWK which is rolling up utilities"  
[X Link](https://x.com/SleepwellCap/status/1655589391140626436)  2023-05-08T15:04Z 22.4K followers, [---] engagements


"$WMG earnings call on why music streaming platforms haven't raised prices: "the current wholesale relationship has to change because today it does not incentivize price increases""  
[X Link](https://x.com/SleepwellCap/status/1656021806820515841)  2023-05-09T19:42Z 22.4K followers, 38.7K engagements


"In July they filed an F-1 In [----] they produced [----] cars Revenues EUR 2.76B EBIT 404m (15% margin) Gross margins 50% Ferrari had intentionally kept production at [----] for a few of years but Marchionne said they wanted to increase to [----] by [----] and sell higher priced cars"  
[X Link](https://x.com/SleepwellCap/status/1656767263985336320)  2023-05-11T21:04Z 23.4K followers, [----] engagements


"On October [----] the IPO priced at $52 p/sh for a market value of $9.8B or 20x EBIT which seemed expensive to most analysts and investors Three months later Fiat shareholders received Ferrari shares. Most dumped them many to buy more Fiat shares. $RACE promptly sold off 43%"  
[X Link](https://x.com/SleepwellCap/status/1656767266090876931)  2023-05-11T21:04Z 23.4K followers, [----] engagements


"$BRK Q1 13-F New positions $COF ($1B) $DGO ($40mm) $VTF ($1mm) Sold all of $RH $TSM $BK $USB **remember these are only US-listed stocks and we don't know for sure which is Buffett/Ted/Todd**"  
[X Link](https://x.com/SleepwellCap/status/1658204325775044614)  2023-05-15T20:14Z 23.1K followers, 17.1K engagements


"@Financial_Recon @kejca $COF seems more like a Todd pick (as well as $ALLY) given size and how Buffett has spoken about banks recently. Remember Todd is a financials expert"  
[X Link](https://x.com/SleepwellCap/status/1658211507065200654)  2023-05-15T20:43Z 21.5K followers, [--] engagements


"a lot of the "additions" reported in the $BRK 13-F are actually existing positions from a separate GenRe filing that are now being reported under the BRK 13-F including $AAPL $BAC $MKL $C $HPQ and the $DEO new position Funny enough $DEO is up after hours #efficientmarkets @SleepwellCap @SleepwellCap just came across this. Seems to suggest sone of the additions included in BRK filing have actually been owned for some time but reported separately as GenRe holdings (if I understand correctly) - https://t.co/WSSxXvj0Vv @SleepwellCap @SleepwellCap just came across this. Seems to suggest sone of"  
[X Link](https://x.com/SleepwellCap/status/1658232171524415490)  2023-05-15T22:05Z 21.9K followers, 10.1K engagements


"@BrockHBriggs None of the replies here are convincing (many are wrong $JPM has been cheap many times) Ive been myself this question for sometime too especially given how much WB publicly admires JD and Todd is on the board Maybe the optics would look bad now They did buy it at one point"  
[X Link](https://x.com/SleepwellCap/status/1658509940619608069)  2023-05-16T16:29Z 21.5K followers, [--] engagements


"@BrockHBriggs I dont buy the IB/trading exposure argument cause he owns BAC has owned GS and Solomon. Hes friends with Dimon so maybe its a similar policy to $MSFT given his relationship with Gates. Thats the best I got"  
[X Link](https://x.com/SleepwellCap/status/1658511045546201088)  2023-05-16T16:33Z 21.5K followers, [--] engagements


"@WealthOrDie @BrockHBriggs yeah not anywhere close to the size of $BAC though. And Buffett did say he wouldn't sell BAC because he originated that deal and he basically sold all other banks (the ones left now are Todd picks probably) He doesn't like the sector as much anymore that's pretty clear"  
[X Link](https://x.com/SleepwellCap/status/1658520916328841229)  2023-05-16T17:12Z 21.5K followers, [--] engagements


"$CGNX What NOW actually is vs what NOW investors think it is https://t.co/nHoN5SiOIz What NOW actually is vs what NOW investors think it is https://t.co/nHoN5SiOIz"  
[X Link](https://x.com/SleepwellCap/status/1658884954418184204)  2023-05-17T17:19Z 22.3K followers, 11.6K engagements


"$CHTR CEO on why rural expansion (RDOF) is a better use of capital than buybacks: "IRR is very high and risk extremely low""  
[X Link](https://x.com/SleepwellCap/status/1659556272914546689)  2023-05-19T13:47Z 23.1K followers, [----] engagements


"Really enjoyed this piece from @ArdaCapital on Google Bard Generative AI and the Search Wars Highlights some advantages $GOOG has vs. $MSFT that aren't very obvious and importantly explains the technical side in simple terms"  
[X Link](https://x.com/SleepwellCap/status/1661737728822890496)  2023-05-25T14:15Z 21.5K followers, [--] engagements


"@10xwithakshay @kouroshshafi I'm talking about the incentives for the DSPs ($SPOT $AAPL etc) which is where the pricing decision belongs. If they raise prices 70% of the incremental $ goes to rightsholders per current agreements. That's not a good proposition considering they own the consumer relationship"  
[X Link](https://x.com/SleepwellCap/status/1661753698173763584)  2023-05-25T15:18Z 21.5K followers, [--] engagements


"@heartof_thesea Interesting looks like they were trying to sell it for 7B. I wonder how it will trade publicly a suboptimal deal for Citi to say the least (Im sure they got some nice divys along the way though)"  
[X Link](https://x.com/SleepwellCap/status/1661766721714225155)  2023-06-29T20:25Z 21.5K followers, [---] engagements


"@BornInvestor @StockTalk416 No depends on new economics on recorded side (publishing goes up 1:1 on rev) % exposure of which DSP raises price (eg $SPOT is 18% of revs of UMG) need to takeout merchandise and non streaming revs and account for incremental A&R/publishing spend. can share more details later"  
[X Link](https://x.com/SleepwellCap/status/1661794367739158529)  2023-05-25T18:00Z 21.5K followers, [--] engagements


"$RH: "Every luxury brand from Chanel to Cartier Louis Vuitton to Loro Piana Harry Winston to Herms was born at the top of the luxury mountain. Never before has a brand attempted to make the climb to the top" Rolex did perhaps they should study them more closely"  
[X Link](https://x.com/SleepwellCap/status/1661845868356460545)  2023-05-25T21:25Z 21.2K followers, 11.7K engagements


"@marketeuphoria @ShortSightedCap youre gonna pissoff @sinstockpapi for leaving out $WMG. Ive actually started coming around to that one recently quite a few things theyve been smarter on and I like the new CEO"  
[X Link](https://x.com/SleepwellCap/status/1662238067543949312)  2023-05-26T23:23Z 22.1K followers, [---] engagements


"@WTCM3 well they did spinoff $VNT in [----] so Im guessing theres some value in there but yes I remember M&A multiples being a big investor concern as well as the aforementioned earnings adjustments; dont follow as closely anymore"  
[X Link](https://x.com/SleepwellCap/status/1662569085798850563)  2023-05-27T21:18Z 21.7K followers, [---] engagements


"@WTCM3 In that universe of industrial serial acquirers a lot of them do it one I always liked was $TDY they report GAAP only until very recently they started adjusting for amort given they made the biggest acquisition ever so it was really distorting GAAP. They also pay low multiples"  
[X Link](https://x.com/SleepwellCap/status/1662570841886937096)  2023-05-27T21:25Z 21.2K followers, [---] engagements


"Had no idea $DIS owned the Masters of Queen now the catalog (Masters+Publishing) is up for sale and could fetch $1B+ topping the previous record set by Springsteen ($500+) and marking the first catalog ever to sell for $1B $UMG among potential buyers"  
[X Link](https://x.com/SleepwellCap/status/1663272460584665089)  2023-05-29T19:53Z 21.5K followers, [--] engagements


"@AngelListBets They wouldnt get all of the proceeds though Queen owns the publishing rights and the way I understand is $DIS only owns the Masters in North America so presumably somebody else (UMG I think) owns the global rights ex US"  
[X Link](https://x.com/SleepwellCap/status/1663276392044216323)  2023-05-29T20:09Z 21.5K followers, [--] engagements


"$UHAL CEO just laughed at loud when an Analyst asked him about April and May trends"  
[X Link](https://x.com/anyuser/status/1663928849577435136)  2023-05-31T15:22Z 23.5K followers, 200.9K engagements


"@irbezek Moving segment revenues down 6% this Q vs last year's record period is not exactly what the bears where suggesting could happen. $UHAL not only tied to mortgages rental market also a huge part. For context moving revenues still +40% vs the pre-COVID period. Self storage +80%"  
[X Link](https://x.com/SleepwellCap/status/1663933007642730496)  2023-05-31T15:38Z 21.1K followers, 12K engagements


"@AndrewRangeley @MarcRuby how do we know for sure its a Buffett pick and not Todds (who also invests in financials) Any thoughts on $ALLY (which they also own and seems like a similar play/size as $COF) Look fwd to the pod"  
[X Link](https://x.com/SleepwellCap/status/1665740797247889410)  2023-06-05T15:22Z 21.5K followers, [--] engagements


"@sinstockpapi Gus Kelly at $AER is 48"  
[X Link](https://x.com/SleepwellCap/status/1666617278308163588)  2023-06-08T01:24Z 22.4K followers, [----] engagements


"@sinstockpapi I think he could be. Although dependent on how GECAS transaction turns out for which they issued a lot of stock (arguably getting more in return) Prior to that he used to sell planes at premium to book and used proceeds+cash flow to buyback stock aggressively below book"  
[X Link](https://x.com/SleepwellCap/status/1666619962293727232)  2023-06-08T01:35Z 21.5K followers, [--] engagements


"Peloton paid more royalties to the music industry than TikTok in [----] ($267m vs $220m) according to Goldman Sachs"  
[X Link](https://x.com/anyuser/status/1678848795071709184)  2023-07-11T19:28Z 23.5K followers, 53.6K engagements


"Revenue per streaming hour $SPOT vs $NFLX (from Goldman Sachs)"  
[X Link](https://x.com/SleepwellCap/status/1679176528507158536)  2023-07-12T17:10Z 22.1K followers, 14.7K engagements


"Royalties from Queen's catalog (ex-US). The Bohemian Rhapsody movie was released late [----]. Revenues 3x'd the year after move release and remain 2x above [----] levels Catalog could be valued $1B"  
[X Link](https://x.com/SleepwellCap/status/1680984158275792896)  2023-07-18T09:08Z 21.1K followers, [----] engagements


"@WTCM3 $FND $POOL $FAST"  
[X Link](https://x.com/SleepwellCap/status/1681298741918089218)  2023-07-18T13:43Z 21.5K followers, [--] engagements


"@wabuffo @BillBrewsterTBB @BankerWeimar @Daloopa1 yeah CECL was a one time permanent hit on reserves See $ALLY for example"  
[X Link](https://x.com/SleepwellCap/status/1681782447757750274)  2023-07-19T21:45Z 21.5K followers, [--] engagements


"@viggy_krishnan @ChairliftCap $ROP was very interesting when it traded like an old industrial conglomerate and they were clearly making the shift to asset lite / software at decent multiples. different story today"  
[X Link](https://x.com/SleepwellCap/status/1682433916525748245)  2023-07-21T16:54Z 21.9K followers, [---] engagements


"$SPOT MAU Cumulative YTD Net Adds"  
[X Link](https://x.com/SleepwellCap/status/1683835733608632321)  2023-07-25T13:44Z 21.5K followers, [--] engagements


"@sinstockpapi $CFR prob more interesting at similar multiple has a much better brand portfolio esp jewelry and watches (Cartier Van Cleef Vacheron IWC) and theyve been fixing some channel issues they had"  
[X Link](https://x.com/SleepwellCap/status/1685003384217075712)  2023-07-28T19:04Z 21.8K followers, [----] engagements


"@Jjs24Jjs yeah possibly one explanation although anyone could have (and did) easily forecast how much investment income they were going to make with the cash pile given it's all in T-bills"  
[X Link](https://x.com/SleepwellCap/status/1688670071126675456)  2023-08-07T21:54Z 21.5K followers, [---] engagements


"YTD buybacks have totaled close to $6B while FCF is $12B so 50% of FCF going to repurchases. How the rest of year plays out probably dependent on where $BRK trades"  
[X Link](https://x.com/SleepwellCap/status/1688672152348696576)  2023-08-07T22:03Z 23.3K followers, [----] engagements


"BNSF was notably soft revenues were down 12% EBIT down 24% (operating ratio 68%). looks like it lost share from trucking competition given lower spot rates impacting intermodal. For comparison $UNP revenues -5% EBIT -12%. Operating ratio 63%"  
[X Link](https://x.com/SleepwellCap/status/1688673984039043072)  2023-08-07T22:10Z 23.3K followers, [----] engagements


"$BRK Equity Portfolio the 3B+ reduction in cost basis from Consumer Products was probably $ATVI another 1.7B in Commercial Industrial (maybe sold more $CVX) We will know details once Q2 13-Fs are out in a week"  
[X Link](https://x.com/SleepwellCap/status/1688675501655613442)  2023-08-07T22:16Z 21.3K followers, [--] engagements


"Why insuring classic/collectible cars can be a good business: -cars must be insured by law but are rarely driven -customer service is very important and intricate: try filing a claim to replace a part from a 1950s vehicle with GEICO -strong incentives not to file a claim: an insurance claim on a high value collectible car might result in a drop in value in Carfax report -data/pricing advantages: market with little transparency thousands of different models/variations/years etc can be an appreciating asset $HGTY loss ratio is 40% vs. typical auto insurance company 70%+ For those interested"  
[X Link](https://x.com/SleepwellCap/status/1689021539859992576)  2023-08-08T21:11Z 21.2K followers, 33.9K engagements


"@JerryCap $UHAL seems to fit the bill dont issue stock either (similar to CSU and BRK)"  
[X Link](https://x.com/SleepwellCap/status/1689426741360762880)  2023-08-10T00:01Z 21.6K followers, [---] engagements


"yeah it's tough. Not sure how they think about ROIC for new locations and if that includes the moving business too (opening a new SS location that also offers moving which is most typical) I agree lack of transparency is frustrating but they're getting better at it. Why do you think PSA is better Aren't they in more competitive markets and also use more leverage Don't follow that closely so I'm curious. There are certain types of deals that $UHAL has done that would be impossible for other SS operators to bid on. For example in [----] they bought [--] Kmart stores from bankruptcy for SS"  
[X Link](https://x.com/SleepwellCap/status/1690068081689886720)  2023-08-11T18:30Z 21.5K followers, [---] engagements


"@Einsteinstrasse @CoalemusGuy @YHamiltonBlog also keep in mind when estimating SS margins that $UHAL spends very little on advertising/SEO vs other SS operators (think it's a 3% spend for others)"  
[X Link](https://x.com/SleepwellCap/status/1690071353934905354)  2023-08-11T18:43Z 21.6K followers, [---] engagements


"$BRK invests $800mm into homebuilders $DHI $NVR $LEN.B in Q2 (most of it on DR Horton) Based on size it's possible it was a Ted Weschler investment (who we know follows housing market closely)"  
[X Link](https://x.com/SleepwellCap/status/1691181604973015040)  2023-08-14T20:14Z 21.9K followers, 30.1K engagements


"Ted Weschler on 2022: "I have been a subscriber to the Furniture Today trade journal for [--] years" We can deduce that $RH $FND and even $LPX were his picks (size and sectors) which clearly shows he follows housing market very closely"  
[X Link](https://x.com/SleepwellCap/status/1691189784306171906)  2023-08-14T20:47Z 21.1K followers, [----] engagements


"@chitchatmoney there are no other national home improvement superstores but theres a ton of small independents/mom&pop and hardware stores that compete; also they have a lot of competition in specific categories with specialized chains like $FND (flooring) $LESL (pool) $UHAL (moving)"  
[X Link](https://x.com/SleepwellCap/status/1691912060949365200)  2023-08-16T20:37Z 21.7K followers, [---] engagements


"@chitchatmoney many compare $FND to them"  
[X Link](https://x.com/SleepwellCap/status/1691930564280864822)  2023-08-16T21:50Z 21.5K followers, [---] engagements


"Price of a Rolex Submariner (no-date) over time: [-----] $225 -mid-1980's $1000 -early 90's $2000 (new model introduced) -late 2000's $4500 [-----] $7100 (new model) [-----] $7900 (new model) [-----] $9100 The original model (ref 5513) today costs $20K+ in the secondary market"  
[X Link](https://x.com/SleepwellCap/status/1692186533137170759)  2023-08-17T14:48Z 21.5K followers, 12.8K engagements


"@KoyfinCharts probably $T Bought Time Warner and spunoff/sold it [--] years later at at 50% loss Bought DirecTV for $67B sold it for $16B Bought TCI in [----] and then sold it to Comcast [--] years later should have probably kept that I'm sure there's more I'm missing"  
[X Link](https://x.com/SleepwellCap/status/1693685487628689435)  2023-08-21T18:04Z 22.4K followers, [----] engagements


"@JBierne Unlikely was trading near those levels [--] years ago"  
[X Link](https://x.com/SleepwellCap/status/1694060291397423327)  2023-08-22T18:53Z 21.7K followers, [---] engagements


"@Chariot_Invest Expectations. Looks like Kering traded at a higher multiple to LVMH in [----] which was just plain silly. Brands are much lower quality but guess people were really excited about Gucci and others back then which now seeing issues. Overexposed to fashion risk not timeless"  
[X Link](https://x.com/SleepwellCap/status/1695450971722138108)  2023-08-26T14:59Z 23K followers, [----] engagements


"@RishiGosalia @joelmcohen Great point. Also $CFX today not the same $CFX where things went sour (pumps fluids and gaslots of commodity end market exposure) Today were looking at $ESAB (welding) and $ENOV (orthopedics) will be interesting to see where it goes (ESAB has done very well)"  
[X Link](https://x.com/SleepwellCap/status/1701058165662478355)  2023-09-11T02:20Z 22.4K followers, [---] engagements


"US Alcoholic Beverages Share of Throat"  
[X Link](https://x.com/SleepwellCap/status/1701355265872867513)  2023-09-11T22:01Z 21.5K followers, 51.7K engagements


"@TravisWiedower hands down"  
[X Link](https://x.com/SleepwellCap/status/1701737539965436070)  2023-09-12T23:20Z 21.5K followers, [---] engagements


"@Rebrand_As_Y seems a little farfetched"  
[X Link](https://x.com/SleepwellCap/status/1701762911209771133)  2023-09-13T01:01Z 21.5K followers, [---] engagements


"@PythiaR Id give them a bit more time to tell with some certainty whether that was a smart move or not. Jury still out. The last time they bought back in size a few years back (50% of shares) it worked out pretty well"  
[X Link](https://x.com/SleepwellCap/status/1702015378803618097)  2023-09-13T17:44Z 21.5K followers, [----] engagements


"Hipgnosis $SONG is selling [--] catalogs from its portfolio to.(drumroll) Hipgnosis (the private sister fund backed by Blackstone) for $440mm - an 18% discount to FV and 18x NPS Proceeds will be used to pay back debt and buyback stock. Who got the better part of the deal"  
[X Link](https://x.com/SleepwellCap/status/1702336030916116554)  2023-09-14T14:58Z 21.3K followers, 11.8K engagements


"Gary Friedman: "The only true luxury brand the US has ever had is Tiffany. And now the French own it" What is the most successful American luxury brand I can't think of many to begin with. What is the most successful American luxury brand I can't think of many to begin with"  
[X Link](https://x.com/SleepwellCap/status/1702443497867841558)  2023-09-14T22:05Z 22.4K followers, 25.1K engagements


"Regardless of the view you have on $RH stock Gary's explanation of why he bought back 17% of their shares in the quarter deserves a lot of credit. Crazy how 99%+ companies don't think like this"  
[X Link](https://x.com/anyuser/status/1702447545463579027)  2023-09-14T22:21Z 23.5K followers, 50.3K engagements


"Ed Thorpe is [--] years yet he looks like hes in his 60s. To paraphrase @FoundersPodcast this guy has mastered life across all aspects"  
[X Link](https://x.com/anyuser/status/1702780274113667433)  2023-09-15T20:23Z 23.5K followers, 371.8K engagements


"@Chariot_Invest @LibertyRPF @PranavRawal23 Been surprised by the weakness in $TDY too. Is it anything specific or just sector weakness Only follow from sidelines Agree that 21x FCF for industrial compounders is very interesting think $TDY is around that level too"  
[X Link](https://x.com/SleepwellCap/status/1703141527189397761)  2023-09-16T20:19Z 22.3K followers, [---] engagements


"Arnold Schwarzenegger is one of the few if only people who has succeeded in three completely different realms What are examples of people who have succeeded in three completely different domains"  
[X Link](https://x.com/SleepwellCap/status/1703585155116327291)  2023-09-18T01:42Z 22.7K followers, 42.7K engagements


"A good channel check to determine if a Luxury brand is considered True Luxury or not is to go to off-price retailers/outlets like TJ Maxx/Saks Off Fifth. I've seen Gucci products at big discounts in both of these stores. Never a good sign. You won't find any LV or Herms there"  
[X Link](https://x.com/SleepwellCap/status/1704190387181494328)  2023-09-19T17:47Z 21.5K followers, 23K engagements


"@CCM_Brett @InvestmentTalkk Jack Dorsey is Block Head chairman and cofounder of Block and a good friend of Jay-Z"  
[X Link](https://x.com/SleepwellCap/status/1704199738038366219)  2023-09-19T18:24Z 21.5K followers, [---] engagements


"@retaox @JBierne the longer the UAW strike goes on the better for ALLY (higher used car prices = lower credit loss severity) otoh higher rates hit the HFS MBS book so need to account for that too"  
[X Link](https://x.com/SleepwellCap/status/1704207585077788914)  2023-09-19T18:55Z 21.5K followers, [---] engagements


"Why you should be wary of investing in Mexican companies in one chart"  
[X Link](https://x.com/SleepwellCap/status/1704587485215330618)  2023-09-20T20:05Z 21.5K followers, 29.4K engagements


"@irbezek dont have to be a fraud to steal. Can easily just profit from shareholders using company money to fund your living expenses hire your cousins etc (have seen this first hand)"  
[X Link](https://x.com/SleepwellCap/status/1704590542460293543)  2023-09-20T20:17Z 21.5K followers, [---] engagements


"$ATVI finally getting the clear from the UK CMA One of the most interesting merger arb cases recently https://www.reuters.com/markets/deals/uk-says-grounds-clear-microsofts-activision-deal-2023-09-22/ https://www.reuters.com/markets/deals/uk-says-grounds-clear-microsofts-activision-deal-2023-09-22/"  
[X Link](https://x.com/SleepwellCap/status/1705248305481937292)  2023-09-22T15:50Z 22.4K followers, [----] engagements


"@LongHillRoadCap $FEVR $UHAL $FND $SPOT (in podcasting)"  
[X Link](https://x.com/SleepwellCap/status/1705657929804763505)  2023-09-23T18:58Z 21.9K followers, [----] engagements


"@Larryjamieson_ @YetAnotherValue $EXPE vs $BKNG another classic example (last [--] yrs +68% vs +200%) EXPE has been perennially cheaper and pitched that way"  
[X Link](https://x.com/SleepwellCap/status/1705789499060502734)  2023-09-24T03:41Z 21.3K followers, [----] engagements


"@CapitalJurassic @LongHillRoadCap yes but the data shows they're still taking share. Margins might move around given end market dynamics but long term they should be higher"  
[X Link](https://x.com/SleepwellCap/status/1706343552018510094)  2023-09-25T16:22Z 21.3K followers, [---] engagements


"Cross-border Payments experts I'm new to this space. If I'm a US corporation and want to send a bunch of USD to an Emerging/Frontier Market (in their local currency) how can I do that and through what institution/platform"  
[X Link](https://x.com/SleepwellCap/status/1707067899473514696)  2023-09-27T16:21Z 21.3K followers, [----] engagements


"Who is best positioned to do this Bulge brackets Any foreign banks/niche players/payment companies I should follow Feel free to send/reply any resources that come to mind on this topic (cross border flows correspondent banksetc) (DM's open or can DM you if you're not Blue)"  
[X Link](https://x.com/SleepwellCap/status/1707067900916355453)  2023-09-27T16:21Z 21.7K followers, [----] engagements


"@deucetrade $WISE is a front end platform mostly though right Who do they partner with to make this happen Are there limits in terms of transfer amounts (can I send $150000 easily/low cost)"  
[X Link](https://x.com/SleepwellCap/status/1707070719442428366)  2023-09-27T16:32Z 21.7K followers, [---] engagements


"@ivthornton Assume USD [------] to an individual in Ghana receiving in local currency at their local bank. Who is WISE/PayPal partnering with in the back-end I assume they work with banks as intermediaries to complete the transfers (ie they're not doing this completely on their own"  
[X Link](https://x.com/SleepwellCap/status/1707072991475929113)  2023-09-27T16:41Z 21.7K followers, [---] engagements


"@ivthornton @deucetrade right cause what you mentioned works well for most DM currency pairs much harder to do if you're sending money to random country in Africa/Central America and most likely partnering with correspondent banks etc. this is very helpful thanks"  
[X Link](https://x.com/SleepwellCap/status/1707081014302978525)  2023-09-27T17:13Z 21.5K followers, [--] engagements


"Looking for examples of strong long-term performers that are: Niche companies or in niche industries (ie comps of [--] in public markets) Have zero/close to zero SS coverage Are fairly valued (ie dont trade at big discounts to intrinsic value like orphaned stocks do)"  
[X Link](https://x.com/SleepwellCap/status/1707109401591509092)  2023-09-27T19:06Z 22.3K followers, 11.6K engagements


"Cross-border payments structure Source: EY"  
[X Link](https://x.com/SleepwellCap/status/1707129857673478648)  2023-09-27T20:27Z 21.5K followers, [----] engagements


"Every time I see someone pitch an Auto OEM stock saying the PE is 4x and it could conservatively go to 6x"  
[X Link](https://x.com/anyuser/status/1707157758473023610)  2023-09-27T22:18Z 23.5K followers, 24.5K engagements


"@WaterworldCapi1 @Frazier_Cap I would also love to hear your reasoning (and why ex-GM/F)"  
[X Link](https://x.com/SleepwellCap/status/1707162610133561368)  2023-09-27T22:37Z 21.5K followers, [---] engagements


"Characteristics of Interoperable Payment Systems"  
[X Link](https://x.com/SleepwellCap/status/1707825634502721986)  2023-09-29T18:32Z 21.2K followers, [----] engagements


"from the book "Global Payments" (thanks for the rec @Anrosenblum)"  
[X Link](https://x.com/SleepwellCap/status/1707825745244946926)  2023-09-29T18:32Z 21.5K followers, [----] engagements


"@der_gentile thanks a lot. Im currently reading Global Payments since Im more focused on cross border payments at the moment but feels like you really have to understand all major payment domains since they all relate to each other and/or compete in some form"  
[X Link](https://x.com/SleepwellCap/status/1707834275280654749)  2023-09-29T19:06Z 21.5K followers, [---] engagements

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