# ![@SPARCtanCapital Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1429512275002527745.png) @SPARCtanCapital Spartan capital

Spartan capital posts on X about $ghc, $djco, debt, $wbd the most. They currently have [-------] followers and [---] posts still getting attention that total [------] engagements in the last [--] hours.

### Engagements: [------] [#](/creator/twitter::1429512275002527745/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1429512275002527745/c:line/m:interactions.svg)

- [--] Week [---] -71%
- [--] Month [-----] -39%
- [--] Months [------] +7.30%
- [--] Year [------] +51%

### Mentions: [--] [#](/creator/twitter::1429512275002527745/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1429512275002527745/c:line/m:posts_active.svg)

- [--] Week [--] -58%
- [--] Month [--] -55%
- [--] Months [---] -16%
- [--] Year [---] +67%

### Followers: [-------] [#](/creator/twitter::1429512275002527745/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1429512275002527745/c:line/m:followers.svg)

- [--] Week [---] +0.32%
- [--] Month [---] -1.60%
- [--] Months [---] +4.40%
- [--] Year [---] +63%

### CreatorRank: undefined [#](/creator/twitter::1429512275002527745/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1429512275002527745/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)  [countries](/list/countries)  [automotive brands](/list/automotive-brands)  [social networks](/list/social-networks)  [celebrities](/list/celebrities)  [travel destinations](/list/travel-destinations)  [gaming](/list/gaming) 

**Social topic influence**
[$ghc](/topic/$ghc), [$djco](/topic/$djco), [debt](/topic/debt), [$wbd](/topic/$wbd), [$pypl](/topic/$pypl), [ebay](/topic/ebay), [stocks](/topic/stocks), [acquisition](/topic/acquisition), [company](/topic/company), [investment](/topic/investment)

**Top accounts mentioned or mentioned by**
[@valuescreener](/creator/undefined) [@valuedrift](/creator/undefined) [@billackman](/creator/undefined) [@andrewcoye](/creator/undefined) [@jfjgfjk](/creator/undefined) [@krossroads](/creator/undefined) [@maffeifake](/creator/undefined) [@commonsense6174](/creator/undefined) [@theprince60250](/creator/undefined) [@brendancarrfcc](/creator/undefined) [@acce](/creator/undefined) [@paypal](/creator/undefined) [@escapevlcty](/creator/undefined) [@investastutely](/creator/undefined) [@divergent7651](/creator/undefined) [@michaeljblurry](/creator/undefined) [@tidefallcapital](/creator/undefined) [@nopainn0gain86](/creator/undefined) [@lulevtrading](/creator/undefined) [@rtelfordinvest](/creator/undefined)

**Top assets mentioned**
[GRAHAM HOLDINGS COMPANY (GHC)](/topic/$ghc) [Warner Bros Discovery, Inc. (WBD)](/topic/$wbd) [PayPal Holdings Inc (PYPL)](/topic/$pypl) [Liberty Global (LBTYA)](/topic/$lbtya) [eBay Inc (EBAY)](/topic/$ebay) [Sirius XM Holdings Inc (SIRI)](/topic/$siri) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Super Micro Computer, Inc. Common Stock (SMCI)](/topic/$smci) [Bitcoin (BTC)](/topic/bitcoin) [AutoNation, Inc. (AN)](/topic/$an) [Casella Waste Systems Inc (CWST)](/topic/$cwst) [Amazon.com, Inc. (AMZN)](/topic/$amzn) [Alibaba Group (BABA)](/topic/$baba) [Uber Technologies, Inc. (UBER)](/topic/$uber) [Coca-Cola Co (KO)](/topic/$ko) [Group [--] Automotive, Inc. (GPI)](/topic/$gpi) [Lithia Motors, Inc. (LAD)](/topic/$lad) [PubMatic, Inc. (PUBM)](/topic/$pubm) [Tongtongcoin (TTC)](/topic/$ttc) [Lowes Companies Inc (LOW)](/topic/$low) [GameStop, Corp. (GME)](/topic/$gme) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) [Hasbro, Inc. (HAS)](/topic/$has) [Kraft Heinz Co (KHC)](/topic/$khc) [Tesla, Inc. (TSLA)](/topic/tesla)
### Top Social Posts
Top posts by engagements in the last [--] hours

"🏰💻 Dive into the fortress of innovation Microsoft's economic moat stands tall fortified by decades of groundbreaking technology resilient market presence and relentless adaptability. In a world of rapid change @Microsoft's moat remains unbreached. $MSFT #EconomicMoat"  
[X Link](https://x.com/SPARCtanCapital/status/1754287913678823504)  2024-02-04T23:36Z [--] followers, [--] engagements


"4/5 📊 When evaluating investments I prioritize companies with a history of robust ROIC coupled with a clear strategy for maintaining or improving it. It's a reliable sign of management's ability to allocate capital efficiently and generate sustainable growth"  
[X Link](https://x.com/SPARCtanCapital/status/1754288819250024580)  2024-02-04T23:40Z [--] followers, [--] engagements


"5/5 🌟 In a volatile market focusing on ROIC helps me stay grounded in fundamentals. It's not just about chasing short-term gains but about investing in businesses that can deliver enduring value. Remember in the world of investing ROIC reigns supreme #Investing #ROIC"  
[X Link](https://x.com/SPARCtanCapital/status/1754288915752603672)  2024-02-04T23:40Z [--] followers, [--] engagements


"4/ DBS emphasizes the importance of standardization. 📊 By standardizing processes across different departments and functions organizations can minimize variation and ensure consistency in quality delivery and cost"  
[X Link](https://x.com/SPARCtanCapital/status/1754602536995074109)  2024-02-05T20:26Z [--] followers, [---] engagements


"5/ Another pillar of DBS is lean thinking. 🏭 This involves streamlining operations by eliminating non-value-added activities and focusing resources on activities that directly contribute to customer value. It's about doing more with less"  
[X Link](https://x.com/SPARCtanCapital/status/1754602612681326807)  2024-02-05T20:27Z [--] followers, [---] engagements


"Michael Burry: "Low price/fcf businesses are different today vs [----] because they will buy back stock buy back debt at a discount and in general manage capital structure better. Makes them statistical values - math problems that more or less must work out.""  
[X Link](https://x.com/SPARCtanCapital/status/1754604340671615477)  2024-02-05T20:34Z [--] followers, [---] engagements


"Stock buybacks a popular strategy among modern businesses serve as a means to enhance shareholder returns by reducing the number of outstanding shares. 📉 This can boost earnings per share and signal confidence in the company's future prospects"  
[X Link](https://x.com/SPARCtanCapital/status/1754604672650744156)  2024-02-05T20:35Z [--] followers, [---] engagements


"2/6 First off let's talk about their innovation game. 💡 Progressive has been at the forefront of leveraging technology to disrupt the insurance industry. From their Snapshot program which tracks driving habits for personalized rates to their mobile app for easy claims"  
[X Link](https://x.com/SPARCtanCapital/status/1755372198049558947)  2024-02-07T23:25Z [--] followers, [--] engagements


"3/6 But innovation alone doesn't make you a Mensa club member. It's about problem-solving prowess. And boy does Progressive excel in that department. 🧩 Their data-driven approach to risk assessment and pricing is like solving a Rubik's Cube in record time"  
[X Link](https://x.com/SPARCtanCapital/status/1755372346561425487)  2024-02-07T23:25Z [--] followers, [--] engagements


"1/6 Heard about investing but not sure where to start 🤔 Let me introduce you to one of the simplest yet most effective strategies out there: low-cost index funds. 📉🌐 Here's why they're a game-changer for your financial future"  
[X Link](https://x.com/SPARCtanCapital/status/1755373524636532926)  2024-02-07T23:30Z [--] followers, [--] engagements


"2/6 First things first what's an index fund 📊 It's a type of investment fund that tracks a specific market index like the S&P [---]. Instead of trying to beat the market index funds aim to match its performance. And guess what They often do it better than actively managed"  
[X Link](https://x.com/SPARCtanCapital/status/1755373648125309086)  2024-02-07T23:31Z [--] followers, [--] engagements


"3/6 Now let's talk about cost. 💸 Index funds are known for their low fees which means more of your money stays invested and less gets eaten up by expenses. Over time those savings can add up to a significant difference in your investment returns"  
[X Link](https://x.com/SPARCtanCapital/status/1755373721814974484)  2024-02-07T23:31Z [--] followers, [--] engagements


"4/6 But wait there's more 🚀 Index funds offer instant diversification spreading your investment across hundreds or even thousands of companies. This helps reduce the risk of putting all your eggs in one basket and increases your chances of long-term success"  
[X Link](https://x.com/SPARCtanCapital/status/1755373800240058600)  2024-02-07T23:31Z [--] followers, [--] engagements


"5/6 Still not convinced Consider this: Warren Buffett one of the greatest investors of all time famously recommended index funds for the average investor. 📈 If it's good enough for Buffett it's definitely worth considering for your portfolio"  
[X Link](https://x.com/SPARCtanCapital/status/1755373861112070419)  2024-02-07T23:31Z [--] followers, [--] engagements


"6/6 So whether you're a seasoned investor or just getting started don't overlook the power of low-cost index funds. They offer simplicity diversification and superior returns over the long haul. 🌟 Start investing in your future today 💼 #IndexFundInvesting #FinancialFreedom"  
[X Link](https://x.com/SPARCtanCapital/status/1755373930196467994)  2024-02-07T23:32Z [--] followers, [--] engagements


"Unveiling the Magic of MercadoLibre: A Thread 🌟"  
[X Link](https://x.com/SPARCtanCapital/status/1759303280922902997)  2024-02-18T19:46Z [--] followers, [--] engagements


"1/ MercadoLibre: the powerhouse of Latin American e-commerce. 🚀 Founded in [----] it has evolved into a multi-service platform encompassing online marketplaces payments fintech and more. Let's dive into the brilliance of this tech giant"  
[X Link](https://x.com/SPARCtanCapital/status/1759303379291869289)  2024-02-18T19:46Z [--] followers, [--] engagements


"3/ 🛒 The Online Marketplace: At its core MercadoLibre provides a vibrant marketplace where users can buy and sell a vast array of products from electronics to fashion with a seamless user experience and robust seller tools"  
[X Link](https://x.com/SPARCtanCapital/status/1759303482882810221)  2024-02-18T19:46Z [--] followers, [--] engagements


"4/ 💳 MercadoPago: The company's payment platform MercadoPago offers secure online transactions empowering users to pay for goods and services conveniently. It's become a cornerstone of e-commerce and financial inclusion in Latin America"  
[X Link](https://x.com/SPARCtanCapital/status/1759303543700279527)  2024-02-18T19:47Z [--] followers, [--] engagements


"5/ 💡 Innovation in Fintech: Beyond payments MercadoLibre ventures into fintech services offering credit insurance and investment products through MercadoCrdito MercadoSeguro and MercadoFondo respectively driving financial accessibility in the region"  
[X Link](https://x.com/SPARCtanCapital/status/1759303615393546366)  2024-02-18T19:47Z [--] followers, [--] engagements


"$DJCO Lollapalooza factors [--]. Journal Technologies [--]. $BYD Wang Chuanfu [--]. $BABA FCF yield [--]. $WFC buyback yield [--]. Margin Loan Asymmetrical double-edge sword"  
[X Link](https://x.com/SPARCtanCapital/status/1774168792215462358)  2024-03-30T20:16Z [--] followers, [---] engagements


"@finchat_io $TYL"  
[X Link](https://x.com/SPARCtanCapital/status/1775684990082158980)  2024-04-04T00:41Z [--] followers, [---] engagements


"$GHC has some characteristics of an uber cannibal stock. A company that is able to stagnate or grow their earnings for the indefinite future and a management that has emphasized the important of effectiveness in buybacks over volume"  
[X Link](https://x.com/SPARCtanCapital/status/1777134765231026672)  2024-04-08T00:42Z [--] followers, [---] engagements


"The difference between this one and other candidates for uber cannibal status is that they have a large pool of assets to work with"  
[X Link](https://x.com/SPARCtanCapital/status/1777135461795795272)  2024-04-08T00:44Z [--] followers, [--] engagements


"Chris Davis is a board member at $BRK $GHC $KO Tom Gayner is a board member at $GHC and now $KO . Pattern recognition. Possible that Gayner is being trained for a future director role at $BRK"  
[X Link](https://x.com/SPARCtanCapital/status/1780665513087058323)  2024-04-17T18:31Z [--] followers, [---] engagements


"$GHC since [----] has repurchased 18% of shares outstanding and overpaid on a $320m acquisition that bleeds cash. Balance sheet untouched. Replacement cost skyrocketed 1/ I was ruminating on the recent quarter of $CDON and how to think about valuation. It has been our experience that the market never really gets SOTP right. $FCAU $PAR $RICK $APG $CDON $IDT 1/ I was ruminating on the recent quarter of $CDON and how to think about valuation. It has been our experience that the market never really gets SOTP right. $FCAU $PAR $RICK $APG $CDON $IDT"  
[X Link](https://x.com/cohibainvestor/status/1782539803784872408)  2024-04-22T22:39Z [---] followers, [---] engagements


"@value_screener Its on his international disclosures"  
[X Link](https://x.com/cohibainvestor/status/1783614493089575247)  2024-04-25T21:50Z [---] followers, [--] engagements


"Something to note regarding $QRTEA for Q1 [----]. Delivery times are now lower than before the Rocky Mount fire. Very interested in the YoY results given the rise in operating efficiency"  
[X Link](https://x.com/SPARCtanCapital/status/1784061521057796546)  2024-04-27T03:26Z [--] followers, [---] engagements


"All the while making significant layoffs in [----]. Project Athens is successful so far"  
[X Link](https://x.com/SPARCtanCapital/status/1784065549271527887)  2024-04-27T03:42Z [--] followers, [---] engagements


"Revisiting this because I do not feel there was enough closure. Would anybody on $QRTEA board be able to estimate the value of this Kassel Germany building $QRTEA is selling its call center in Germany (which they might lease back). We can expect an [--] to $100m gain from sale of assets that might be used to pay down a part (around 20%) of the [----] debt maturity. https://t.co/v31CdLDx0s $QRTEA is selling its call center in Germany (which they might lease back). We can expect an [--] to $100m gain from sale of assets that might be used to pay down a part (around 20%) of the [----] debt maturity."  
[X Link](https://x.com/SPARCtanCapital/status/1784322852209955064)  2024-04-27T20:44Z [--] followers, [---] engagements


"$GHC Cash from Operations was very small this quarter. Very strong results from GHG Graham Automotive and Kaplan International. 20m in buybacks and amazing look-through results from $GOOGL"  
[X Link](https://x.com/SPARCtanCapital/status/1785653176911163507)  2024-05-01T12:51Z [--] followers, [---] engagements


"@value_screener haven't looked enough at Aetna to determine whether or not they overpaid"  
[X Link](https://x.com/SPARCtanCapital/status/1786208741701857392)  2024-05-03T01:38Z [--] followers, [--] engagements


"Lic Sound LLC. A venture capital fund by Ashton Kutcher. Total Assets $30m. Sound Ventures owns 20% of the fund according to this source"  
[X Link](https://x.com/SPARCtanCapital/status/1786434398738383035)  2024-05-03T16:35Z [---] followers, [---] engagements


"Liberty Technology Venture Capital II: An Israeli Technology VC fund. One investment is Overwolf a future unicorn in the video game modding business"  
[X Link](https://x.com/SPARCtanCapital/status/1786435147585184248)  2024-05-03T16:38Z [---] followers, [---] engagements


"Warren Buffetts net worth is being pledged to various charitable foundations upon his death. All of those $BRK $BRK.a shares will eventually be held for sale. Buffett laid out his two imperatives for Berkshire: increase operating earnings and repurchase shares"  
[X Link](https://x.com/SPARCtanCapital/status/1787179396069007391)  2024-05-05T17:55Z [--] followers, [---] engagements


"Seeing $EBAY trading at low multiples. Solid balance sheet Share repurchases investing into the trading card market while it has cooled down. There is a distant force telling me to dig deeper"  
[X Link](https://x.com/SPARCtanCapital/status/1787682215301616073)  2024-05-07T03:13Z [--] followers, [---] engagements


"@value_screener I'm seeing something at $EBAY if you get the chance take a look at it and let me know what you think"  
[X Link](https://x.com/SPARCtanCapital/status/1787689989435760923)  2024-05-07T03:44Z [--] followers, [--] engagements


"@value_screener check out the 10-k and the quarterly earnings release if you get the chance"  
[X Link](https://x.com/SPARCtanCapital/status/1787699060398297229)  2024-05-07T04:20Z [--] followers, [--] engagements


"@value_screener Yeah. I don't really understand with this business what normalized revenues would be. Qurate feels so much more predictible with their fixed income grandmas. Hard to know understand how a consignment type business would do"  
[X Link](https://x.com/SPARCtanCapital/status/1787704430902522102)  2024-05-07T04:42Z [--] followers, [--] engagements


"$QRTEA Q1 2023: Supply Chain issues Q1 2024: Project Athens [----] fewer employees Almost $1b in debt reduction Solid results at $SYF credit card segment Sale of Kassel Germany building https://youtu.be/_MIsk8VoNhMsi=zh0Fq4fxnZ5b6KgM https://youtu.be/_MIsk8VoNhMsi=zh0Fq4fxnZ5b6KgM"  
[X Link](https://x.com/cohibainvestor/status/1787893604188357042)  2024-05-07T17:13Z [---] followers, [---] engagements


"$GHC $GHC Good real estate at Graham Media Group. Could eventually do leaseback transactions and return that capital to shareholders as the profits dwindle over time https://t.co/VeQ5KTkG8d $GHC Good real estate at Graham Media Group. Could eventually do leaseback transactions and return that capital to shareholders as the profits dwindle over time https://t.co/VeQ5KTkG8d"  
[X Link](https://x.com/SPARCtanCapital/status/1787994835804197065)  2024-05-07T23:56Z [--] followers, [---] engagements


"Qurates issue (aside from the debt) is the declining customer count at QVC. Worries me that customers have moved on"  
[X Link](https://x.com/SPARCtanCapital/status/1788033503939952737)  2024-05-08T02:29Z [--] followers, [--] engagements


"I was pondering over the outsiders by William Thorndike. Reported GAAP earnings will look very weird all throughout the year. Profitability is a benchmark for failure in Malones radically rational philosophy"  
[X Link](https://x.com/SPARCtanCapital/status/1788035441347735700)  2024-05-08T02:37Z [--] followers, [--] engagements


"Major question mark regarding R&D expenses for $EBAY. I wonder how flexible those expenses are"  
[X Link](https://x.com/SPARCtanCapital/status/1788047369411428837)  2024-05-08T03:24Z [--] followers, [---] engagements


"I wonder if the Daily Journal portfolio includes one or two of those ideas that Warren has described when asked about investing small sums of money"  
[X Link](https://x.com/SPARCtanCapital/status/1788438793504092194)  2024-05-09T05:20Z [--] followers, [---] engagements


"Eight stocks: BYD BAC WFC BABA USB  . International markets surely are breeding grounds for some of those great inefficiencies. Munger stayed silent"  
[X Link](https://x.com/SPARCtanCapital/status/1788440390716010500)  2024-05-09T05:26Z [--] followers, [--] engagements


"$QRTEA It's pretty cool to know that there is a possibility that Roaring Kitty will see this tweet"  
[X Link](https://x.com/SPARCtanCapital/status/1790575167841751484)  2024-05-15T02:49Z [---] followers, [---] engagements


"@RAMCOCAPITAL Yes it was on his Nebraska furniture mart interview"  
[X Link](https://x.com/SPARCtanCapital/status/1790842526326288623)  2024-05-15T20:31Z [---] followers, [--] engagements


"Fighting the urge to allocate 50% of my portfolio into $CB. That way I can say I'm half chubb whenever somebody asks me about stocks"  
[X Link](https://x.com/SPARCtanCapital/status/1790888798706151829)  2024-05-15T23:35Z [---] followers, [---] engagements


"Daily Journal trimming Alibaba feels disappointing"  
[X Link](https://x.com/SPARCtanCapital/status/1791537051914928473)  2024-05-17T18:31Z [---] followers, [---] engagements


"Anybody know good materials for studying @MohnishPabrai 's car dealership rabbithole #finance #investing $GPI $LAD $AN $GHC"  
[X Link](https://x.com/cohibainvestor/status/1791942622304706682)  2024-05-18T21:23Z [---] followers, [---] engagements


"@LA_stevens_ To me Garena's moat is their ability to service low income nations. All you need to use their product is a cheap device and an internet connection. This is the main reason I have found as to why Free Fire pulls numbers that don't exist anywhere else"  
[X Link](https://x.com/SPARCtanCapital/status/1792012661963608314)  2024-05-19T02:01Z [---] followers, [--] engagements


"@LA_stevens_ Sea has recognized that their TAM will be more fragmented over time with developing countries. I see they are using the miracle they have with free fire to bankroll more durable opportunities in ecom and fintech. I think you found a home run"  
[X Link](https://x.com/SPARCtanCapital/status/1792013653320888433)  2024-05-19T02:05Z [---] followers, [--] engagements


"The hardest rule of investing for me to abide by is not reinventing the wheel. I have been ruminating over how $CL is my favorite business. Amazing brand loyalty. Unfortunately I cannot justify the valuation multiples or growth rates"  
[X Link](https://x.com/SPARCtanCapital/status/1792265953289339198)  2024-05-19T18:47Z [---] followers, [--] engagements


"@NOTFOMO $EBAY worth a look into"  
[X Link](https://x.com/SPARCtanCapital/status/1793359979476615496)  2024-05-22T19:15Z [---] followers, [--] engagements


"Another guy from BC Canada"  
[X Link](https://x.com/SPARCtanCapital/status/1794114400300728805)  2024-05-24T21:13Z [---] followers, [---] engagements


"For some reason $LOW feels like early 2010s AutoZone with the aggressive buyback destroying book value and growing returns on capital. They divested from Canada and seemingly put all the proceeds into buybacks. Seems weird for the company in its position to be this extreme"  
[X Link](https://x.com/SPARCtanCapital/status/1794229025520722307)  2024-05-25T04:48Z [---] followers, [--] engagements


"$GHC Amazing read Who cares about $PUBM or $MGNI But if you do 👇 https://t.co/HM14brdvxE Who cares about $PUBM or $MGNI But if you do 👇 https://t.co/HM14brdvxE"  
[X Link](https://x.com/cohibainvestor/status/1794533867233087855)  2024-05-26T00:59Z [---] followers, [---] engagements


"@AdrianDittmann Ive noticed a lot of Diablo IV players do that"  
[X Link](https://x.com/SPARCtanCapital/status/1794660956590739740)  2024-05-26T09:24Z [---] followers, [--] engagements


"What a beautiful fully owned building at $GHC From our GM: [--] longtime WDIV journalists others are retiring in July. Heres why: https://t.co/akS4R6FwWG From our GM: [--] longtime WDIV journalists others are retiring in July. Heres why: https://t.co/akS4R6FwWG"  
[X Link](https://x.com/cohibainvestor/status/1795692516680843358)  2024-05-29T05:43Z [---] followers, [---] engagements


"The velocity of multi-billion dollar companies' stock tickers being bootlegged by crypto shitcoin projects is the only real benchmark for the decline of western society $GHC $TTC $CWST $CAT $JOE $BABA"  
[X Link](https://x.com/SPARCtanCapital/status/1795933998998257919)  2024-05-29T21:43Z [---] followers, [---] engagements


"@HighyieldHarry I hope not. long $PYPL"  
[X Link](https://x.com/SPARCtanCapital/status/1795984674591813775)  2024-05-30T01:04Z [---] followers, [---] engagements


"$GHC New 13G filing https://whalewisdom.com/filer/madison-avenue-partners-lp https://whalewisdom.com/filer/madison-avenue-partners-lp"  
[X Link](https://x.com/cohibainvestor/status/1796316105306165499)  2024-05-30T23:01Z [---] followers, [---] engagements


"Do any $PYPL holders know if they still own that stake in Mercadolibre from [----] Havent seen anything about them exiting"  
[X Link](https://x.com/SPARCtanCapital/status/1797193357996802518)  2024-06-02T09:07Z [---] followers, [--] engagements


"@Divergent7651 GHC. Nice growth in healthcare education businesses. promising future in the automotive partnership and restaurant businesses. Biannual political ad revenues from unlevered television station segment. 700m equity securities 2.1b pension surplus. buybacks ventures media IPs RE"  
[X Link](https://x.com/SPARCtanCapital/status/1797831281105064174)  2024-06-04T03:22Z [---] followers, [---] engagements


"@BrianFeroldi F that. long and hard $DJCO $GHC $PYPL $QRTEA $QRTEP $CWST $TTC $LOW $TSLA $WBD"  
[X Link](https://x.com/cohibainvestor/status/1798148838676730335)  2024-06-05T00:24Z [---] followers, [---] engagements


"Me describing my thesis on how $PYPL s buttons incremental operating margin is widely understated by GAAP metrics and how the amount of idle funds in customer accounts will gradually increase overtime and generate us a consistent stream of cash flows via interest income"  
[X Link](https://x.com/SPARCtanCapital/status/1798305085317112057)  2024-06-05T10:45Z [---] followers, [---] engagements


"If $WBD can pull out at least 40B (fcf +asset sales) in the next [--] years then investors have a multibagger stock"  
[X Link](https://x.com/cohibainvestor/status/1798622186510688438)  2024-06-06T07:45Z [---] followers, [---] engagements


"@CitronResearch DJCO is a nice proxy for BABA BYD and what is rumored to be Tencent. If theres delisting then you keep the core business and the banks. If there isnt delisting then you have some exposure to the upside. Price isnt as attractive as it used to be though"  
[X Link](https://x.com/SPARCtanCapital/status/1799065721374429318)  2024-06-07T13:07Z [---] followers, [---] engagements


"New opening for a developer role in Canada"  
[X Link](https://x.com/SPARCtanCapital/status/1800544292299297131)  2024-06-11T15:03Z [---] followers, [--] engagements


"Warren Buffett on Katharine Graham of $GHC"  
[X Link](https://x.com/cohibainvestor/status/1800905676589617259)  2024-06-12T14:59Z [---] followers, [---] engagements


"@andrewcoye If they have $600m in net cash flow for [----] then all net cash flow in [----] and [----] can go after the later term maturities. If it works then this will be a spectacle"  
[X Link](https://x.com/SPARCtanCapital/status/1801336308716978407)  2024-06-13T19:30Z [---] followers, [---] engagements


"@andrewcoye Rawlinson said theyre having difficulty with selling discretionary products two days ago. Might need geopolitical issues to cool down before we truly see the effects of project Athens"  
[X Link](https://x.com/SPARCtanCapital/status/1801337359121924105)  2024-06-13T19:34Z [---] followers, [---] engagements


"@Adam_Wyden what do you think of $WBD as a LBO/SOTP type situation with termed out debt"  
[X Link](https://x.com/cohibainvestor/status/1803450918576226422)  2024-06-19T15:33Z [---] followers, [---] engagements


"@value_screener Hmm maybe $MSCI"  
[X Link](https://x.com/cohibainvestor/status/1804123732182442278)  2024-06-21T12:06Z [---] followers, [--] engagements


"@andrewcoye @value_screener $GTX"  
[X Link](https://x.com/cohibainvestor/status/1805273069402882434)  2024-06-24T16:13Z [---] followers, [---] engagements


"In October [----] FaZe Holdings announced its merger with GameSquare holdings for a valuation of roughly $17 million https://www.hltv.org/news/38452/gamesquare-completes-faze-acquisition https://www.hltv.org/news/38452/gamesquare-completes-faze-acquisition"  
[X Link](https://x.com/cohibainvestor/status/1812074635854246259)  2024-07-13T10:40Z [---] followers, [--] engagements


"Since GameSquare couldn't own both Complexity and FaZe they sold Complexity back to its founder and got a secured subordinated promissory note due in [----] at a principal amount of [---] million and an interest rate of 3%"  
[X Link](https://x.com/cohibainvestor/status/1812074637989236984)  2024-07-13T10:40Z [---] followers, [--] engagements


"brick by brick $GHC $CWST"  
[X Link](https://x.com/cohibainvestor/status/1812701072047157406)  2024-07-15T04:09Z [---] followers, [---] engagements


"Very little fintwit coverage on $EBAY. Nice weird buyback/asset play"  
[X Link](https://x.com/cohibainvestor/status/1814081340565799227)  2024-07-18T23:34Z [---] followers, [--] engagements


"$GHC Joe Biden has unfortunately dropped out of the race. However Ben Graham has delivered up to this date. Thesis still stands https://fortune.com/2024/07/21/joe-biden-campaign-funds-june-kamala-harris/ https://fortune.com/2024/07/21/joe-biden-campaign-funds-june-kamala-harris/"  
[X Link](https://x.com/cohibainvestor/status/1815277729538838717)  2024-07-22T06:48Z [---] followers, [--] engagements


"$GHC dropped my first vlog https://www.youtube.com/watchv=_MobM14TKRg https://www.youtube.com/watchv=_MobM14TKRg"  
[X Link](https://x.com/cohibainvestor/status/1815572169671274634)  2024-07-23T02:18Z [---] followers, [---] engagements


"@ObscurValuation $GHC"  
[X Link](https://x.com/cohibainvestor/status/1815892884412826026)  2024-07-23T23:32Z [---] followers, [---] engagements


"$GHC Kaplan international continues to have favorable results"  
[X Link](https://x.com/cohibainvestor/status/1818630102088908919)  2024-07-31T12:49Z [---] followers, [---] engagements


"$GHC CRE hitting hard at manufacturing particularly Group Dekko"  
[X Link](https://x.com/cohibainvestor/status/1818630481400713258)  2024-07-31T12:51Z [---] followers, [---] engagements


"$GHC Graham healthcare. wonderful y/y growth"  
[X Link](https://x.com/cohibainvestor/status/1818630849656766763)  2024-07-31T12:52Z [---] followers, [---] engagements


"$GHC New Clyde's restaurant in Baltimore MD. Rye Street Tavern"  
[X Link](https://x.com/cohibainvestor/status/1818631682146345031)  2024-07-31T12:55Z [---] followers, [---] engagements


"$GHC Continued share repurchases in 1H [----]. Political Advertising revenues in the second half at Graham Media Group will offset the Y/Y declines in operating cash flows. Adequate results. Staying the course"  
[X Link](https://x.com/cohibainvestor/status/1818633390511235512)  2024-07-31T13:02Z [---] followers, [---] engagements


"$BRK thesis unchanged. still long through a $GHC proxy. Mohnish Pabrai said it best. Berkshire somehow always manages to pull through"  
[X Link](https://x.com/cohibainvestor/status/1820107415666225311)  2024-08-04T14:39Z [---] followers, [---] engagements


"Honda of Tyson's Corner VA"  
[X Link](https://x.com/cohibainvestor/status/1821932835768332335)  2024-08-09T15:33Z [---] followers, [--] engagements


"Toyota of Woodbridge VA"  
[X Link](https://x.com/cohibainvestor/status/1821932838083862529)  2024-08-09T15:33Z [---] followers, [--] engagements


"CHRYSLER-DODGE-JEEP-RAM OF WOORBRIDGE IN VA"  
[X Link](https://x.com/cohibainvestor/status/1821932840612663623)  2024-08-09T15:33Z [---] followers, [---] engagements


"Per Yahoo Finance: Market Cap: 3.16b Debt: [----] Billion Cash: $140m Securities $822m Net PPE: $544m Prepaid Pension cost: $2.129b $1.2b of state tax loss carryforwards and $185m of investments in affiliates including $50m of loans $50m in venture capital funds"  
[X Link](https://x.com/cohibainvestor/status/1821936812694081897)  2024-08-09T15:49Z [---] followers, [---] engagements


"$DJCO @wabuffo supporting the Tencent theory. The company received $2.978m in stock dividends in March [----]. That is the exact same month that Tencent paid out stock dividends in Meituan"  
[X Link](https://x.com/cohibainvestor/status/1823846948803084312)  2024-08-14T22:19Z [---] followers, [---] engagements


"@valuedrift Yes Many businesses serving that area. Automotive group captures population and economic growth"  
[X Link](https://x.com/cohibainvestor/status/1824154224168669331)  2024-08-15T18:40Z [---] followers, [--] engagements


"$GHC liquidity has high downside protection In the stock market theres always something to worry about. Because of that it doesnt hurt when companies have a little bit of cash on hand. Why A solid cash reserve gives companies the flexibility to pay off debt pursue acquisitions distribute special dividends buy https://t.co/tTgt7TA01t In the stock market theres always something to worry about. Because of that it doesnt hurt when companies have a little bit of cash on hand. Why A solid cash reserve gives companies the flexibility to pay off debt pursue acquisitions distribute special dividends"  
[X Link](https://x.com/cohibainvestor/status/1825604338955563166)  2024-08-19T18:42Z [---] followers, [---] engagements


"$DJCO portfolio at the end of [----]. Also as of September [--] [----] the Companys holdings of marketable securities were concentrated in just eight companies. BAC WFC BABA USB Foreign holdings: BYD Tencent Meituan. That leaves us with one more"  
[X Link](https://x.com/cohibainvestor/status/1826367915228328234)  2024-08-21T21:16Z [---] followers, [---] engagements


"@Kross_Roads @GiganticBananas Block gross profit is a joke. Their bitcoin portion is barely breakeven and that shields all of the SG&A"  
[X Link](https://x.com/cohibainvestor/status/1828585907215310898)  2024-08-28T00:10Z [---] followers, [--] engagements


"$GHC small business sale of Red Marker to IntelligenceBank. https://www.startupdaily.net/topic/business/marketing-startup-intelligencebank-acquires-compliance-rival-red-marker/ https://www.startupdaily.net/topic/business/marketing-startup-intelligencebank-acquires-compliance-rival-red-marker/"  
[X Link](https://x.com/cohibainvestor/status/1830098834497712332)  2024-09-01T04:22Z [---] followers, [---] engagements


"$QRTEA we're going to see a negative line item show up in the next 10-Q relating to a fair value adjustment on the LUMN exchangeables. No need to panic when we see it"  
[X Link](https://x.com/cohibainvestor/status/1831210513168011276)  2024-09-04T05:59Z [---] followers, [----] engagements


"@michaeljblurry @jfjgfjk the recent uptick in lumen (and tmus) multiplied by (reference shares*outstanding debentures) is going to be the total loss on exchangeable debentures booked this Q. Don't fret they won't be paid until [----] and there's a good chance Lumen will be gone by then"  
[X Link](https://x.com/cohibainvestor/status/1831299398829015242)  2024-09-04T11:52Z [---] followers, [---] engagements


"@value_screener Nope. I believe Lumen surviving up to the [----] maturity is going to be a coin flip anyway"  
[X Link](https://x.com/cohibainvestor/status/1831315614830657893)  2024-09-04T12:57Z [---] followers, [---] engagements


"@value_screener headcount [----] lower now (macrotrends) buildings look similar (2015 annual report). granted rents have gone up I think a large percent is from ad spend"  
[X Link](https://x.com/cohibainvestor/status/1833111587596509420)  2024-09-09T11:53Z [---] followers, [--] engagements


"@MoonKnightKitty @natreneexo @Kidsmealstudios @OldJimZimmer @NetCrawI @AndrewB77451323 Could that be Formula 1"  
[X Link](https://x.com/cohibainvestor/status/1833237516511854880)  2024-09-09T20:14Z [---] followers, [--] engagements


"@TidefallCapital Transaction expense will be offset if SoundCloud gets sold this year"  
[X Link](https://x.com/cohibainvestor/status/1833507822333743247)  2024-09-10T14:08Z [---] followers, [---] engagements


"$SIRI There's a timestamp here for SiriusXM. Worth the 15m https://www.youtube.com/watchv=_mT1EqGqUNc&t=7263s https://www.youtube.com/watchv=_mT1EqGqUNc&t=7263s"  
[X Link](https://x.com/cohibainvestor/status/1833582068456145370)  2024-09-10T19:03Z [---] followers, [---] engagements


"$GHC The receivable from Purdue Global is starting to trend downward/stagnate. If enrollment keeps increasing then we will see a higher impact on cash flow than we have seen in the past from Kaplan Higher Education"  
[X Link](https://x.com/cohibainvestor/status/1833869057897922587)  2024-09-11T14:03Z [---] followers, [---] engagements


"@madiguz7 To think he had a maximum of [--] people watching these streams when they were live"  
[X Link](https://x.com/cohibainvestor/status/1833948042921218321)  2024-09-11T19:17Z [---] followers, [----] engagements


"$GHC took the opportunity $PUBM https://t.co/aVhP9DxGcv $PUBM https://t.co/aVhP9DxGcv"  
[X Link](https://x.com/cohibainvestor/status/1833974769865126280)  2024-09-11T21:03Z [---] followers, [---] engagements


"@SouthwardVernon @ljp0101 @batman10023 I believe they want to make the 3.2x leverage ratio. I don't see a large buyback happening in [----] because of the debt that they just assumed in the merger"  
[X Link](https://x.com/cohibainvestor/status/1834362554207907950)  2024-09-12T22:44Z [---] followers, [--] engagements


"@moazzam0_reddit What are your thoughts on SIRI is this a long or a trade"  
[X Link](https://x.com/cohibainvestor/status/1834707474139783513)  2024-09-13T21:35Z [---] followers, [---] engagements


"$BRK should buy $TUP out of bankruptcy like they did for Fruit of the Loom"  
[X Link](https://x.com/cohibainvestor/status/1835771113554514237)  2024-09-16T20:01Z [---] followers, [----] engagements


"@alexandracooper I'm your new biggest fan please make $SIRI SiriusXM subscribers go up"  
[X Link](https://x.com/cohibainvestor/status/1836429883347439702)  2024-09-18T15:39Z [---] followers, [---] engagements


"@asymtrades large share offering at 200x earnings and 25x bullshit earnings (EBITDA). great terms"  
[X Link](https://x.com/cohibainvestor/status/1836553405352817147)  2024-09-18T23:50Z [---] followers, [--] engagements


"@asymtrades they have a big $800m revenue acquisition pipeline. raising cash at these prices (.5% earnings yield) through dilution. they will be able to make up for it with buybacks over the long term when opportunities dry up. nice recurring revs coming. buckle up"  
[X Link](https://x.com/cohibainvestor/status/1836554300174065668)  2024-09-18T23:54Z [---] followers, [--] engagements


"Oct [--] earnings will be a spectacle $PYPL $GHC"  
[X Link](https://x.com/cohibainvestor/status/1836747184412225654)  2024-09-19T12:40Z [---] followers, [---] engagements


"$GHC anybody notice that the EDGAR search results on @SEC (southeastern conference) just randomly renamed the company back to Washington Post Co"  
[X Link](https://x.com/cohibainvestor/status/1836886140890013898)  2024-09-19T21:52Z [---] followers, [---] engagements


"@TidefallCapital Look at WBD debt schedule. they have plenty of wiggle room"  
[X Link](https://x.com/cohibainvestor/status/1837563326189994461)  2024-09-21T18:43Z [---] followers, [---] engagements


"@nopain_n0gain86 Malone going after discounts hardcore. New SIRI soon-to-be Charter Liberty Global sunrise spin + 18% of their float being repurchased this year. Looking to see what Qurate has in store"  
[X Link](https://x.com/cohibainvestor/status/1838336855319753082)  2024-09-23T21:57Z [---] followers, [---] engagements


"$GHC The future of advertising https://x.com/LinkNYC/status/1783481334603935794 https://x.com/LinkNYC/status/821482676695814145 Today we proudly announce that over 40M gigabytes of data have been transferred by more than 15M New Yorkers and visitors via LinkNYC the largest and fastest public Wi-Fi network on Earth. #DYK the content on #LinkNYCs display screens reaches 78% of New Yorkers every week https://t.co/xBC6BmwsoZ https://x.com/LinkNYC/status/1783481334603935794 https://x.com/LinkNYC/status/821482676695814145 Today we proudly announce that over 40M gigabytes of data have been"  
[X Link](https://x.com/cohibainvestor/status/1840527430252990628)  2024-09-29T23:01Z [---] followers, [---] engagements


"$WBD BREAKING: Netflix Cancellations Surge After Hastings Backs Harris Netflix's U.S. cancellations nearly tripled after co-founder Reed Hastings endorsed Kamala Harris with a $7 million donation. https://t.co/oDp8FZpslx BREAKING: Netflix Cancellations Surge After Hastings Backs Harris Netflix's U.S. cancellations nearly tripled after co-founder Reed Hastings endorsed Kamala Harris with a $7 million donation. https://t.co/oDp8FZpslx"  
[X Link](https://x.com/cohibainvestor/status/1840569134548934823)  2024-09-30T01:47Z [---] followers, [---] engagements


"$GHC CEO option exercise"  
[X Link](https://x.com/cohibainvestor/status/1840608626668359919)  2024-09-30T04:24Z [---] followers, [---] engagements


"$GHC worth a read/glance at this app page https://apps.shopify.com/decile-apputm_source=Decile.com&utm_medium=Decile.com&utm_campaign=Decile.com https://apps.shopify.com/decile-apputm_source=Decile.com&utm_medium=Decile.com&utm_campaign=Decile.com"  
[X Link](https://x.com/cohibainvestor/status/1843597205128782022)  2024-10-08T10:20Z [---] followers, [--] engagements


"@lukebelmar are you still long PayPal"  
[X Link](https://x.com/cohibainvestor/status/1843871032526156129)  2024-10-09T04:28Z [---] followers, [--] engagements


"$GHC was looking back at the 10-Q. Found this interesting bit on the revenue recognition at KHE. We will likely see an unusual jump in higher education revenue during 2H [----]. $GHC Kaplan international continues to have favorable results https://t.co/AwA3WJ2Vmi $GHC Kaplan international continues to have favorable results https://t.co/AwA3WJ2Vmi"  
[X Link](https://x.com/cohibainvestor/status/1844048779483504896)  2024-10-09T16:14Z [---] followers, [---] engagements


"$GHC potential inflection point at Code3 to offset declining revenue in 1H2024"  
[X Link](https://x.com/cohibainvestor/status/1844829932037488660)  2024-10-11T19:58Z [---] followers, [---] engagements


"@jfjgfjk @maffei_fake I would say $2.3ish. I have Enterprise value at $5b (assuming they will reduce some of the debt at a discount) With 1.3b OIBDA equity 4-5x"  
[X Link](https://x.com/cohibainvestor/status/1845431073011814589)  2024-10-13T11:47Z [---] followers, [--] engagements


"@jfjgfjk @maffei_fake I'm not entirely familiar with your definition of FCFE. My understanding is that it adds (delta)Debt and adds back interest*(1-t). I do not use that formula"  
[X Link](https://x.com/cohibainvestor/status/1845432045238980906)  2024-10-13T11:51Z [---] followers, [--] engagements


"@NStepmum @jfjgfjk @maffei_fake Even with the "reversion to mean" effect of capital light QVC/HSN being paired with capital heavy/discretionary CBI I can't see why the EV/EBITDA would stay comparable to mature/declining capital heavy brick and mortar retailers. I believe it could rerate"  
[X Link](https://x.com/cohibainvestor/status/1845437582613606578)  2024-10-13T12:13Z [---] followers, [--] engagements


"@NStepmum @jfjgfjk @maffei_fake you're right. [--] seems more appropriate. if I keep the $5b est EV (after debt retired at discount) and $1b est 5yr avg OIBDA that brings us to 5x rn"  
[X Link](https://x.com/cohibainvestor/status/1845438982747828271)  2024-10-13T12:18Z [---] followers, [--] engagements


"@value_screener @andrewcoye @commonsense6174 Thats one good thing about Qurate. They have a dollar amount authorized instead of a share amount. If things go well they can do stealth buybacks for cheap"  
[X Link](https://x.com/cohibainvestor/status/1845565790042690000)  2024-10-13T20:42Z [---] followers, [--] engagements


"$GHC Spotted in NYC https://t.co/NaiDTlkwIF Spotted in NYC https://t.co/NaiDTlkwIF"  
[X Link](https://x.com/cohibainvestor/status/1845953734997954993)  2024-10-14T22:24Z [---] followers, [---] engagements


"$QRTEA update: HSN has resumed its broadcast from the St. Petersburg FL studios"  
[X Link](https://x.com/cohibainvestor/status/1846180733255119128)  2024-10-15T13:26Z [---] followers, [---] engagements


"$GHC inching into ATH near 3Q earnings. Markets cant really balance the cash flow/asset play/buybacks. Paying close attention to healthcare group Kaplan framebridge decile code3 Clydes this earnings report"  
[X Link](https://x.com/cohibainvestor/status/1846297317525131572)  2024-10-15T21:09Z [---] followers, [---] engagements


"Okay lets settle this. Who is the #1 Costco fan $COST $BRK @HeroDividend"  
[X Link](https://x.com/cohibainvestor/status/1846299954958008520)  2024-10-15T21:19Z [---] followers, [---] engagements


"@mario_cibelli $FIZZ"  
[X Link](https://x.com/cohibainvestor/status/1846920223607153136)  2024-10-17T14:24Z [---] followers, [--] engagements


"10/29-10/31: PYPL GHC CWST SIRI earnings. looking forward to it"  
[X Link](https://x.com/cohibainvestor/status/1847103893160808465)  2024-10-18T02:34Z [---] followers, [--] engagements


"🚨 Norbert Lou (@NorbertLou) seems to be gearing up for a new investment move 👀 He recently sold $ALLY and rolled the proceeds into $SGOV. 📈 Still holding strong in $BRK $SWBI and $WGO. Remember that punch card only has [--] punches on it.💡"  
[X Link](https://x.com/cohibainvestor/status/1847656868585333131)  2024-10-19T15:11Z [---] followers, [---] engagements


"@Stock_Opine Invest first investigate later. Making a small position in a low-risk company and then researching whether or not I should keep it has been a great method of learning"  
[X Link](https://x.com/cohibainvestor/status/1847737744593690682)  2024-10-19T20:33Z [---] followers, [--] engagements


"$GHC came across this wonderful review"  
[X Link](https://x.com/cohibainvestor/status/1848738979048280068)  2024-10-22T14:51Z [---] followers, [---] engagements


"$PYPL beautiful repurchase activity @acce"  
[X Link](https://x.com/cohibainvestor/status/1851427007747281163)  2024-10-30T00:52Z [---] followers, [---] engagements


"@LILBTHEBASEDGOD TYBG Im pushing through. Trying to be the greatest of all time"  
[X Link](https://x.com/cohibainvestor/status/1851428795820986792)  2024-10-30T00:59Z [---] followers, [----] engagements


"$GHC dont get your hopes up on 4Q earnings. Were going to see a weird line item appear"  
[X Link](https://x.com/cohibainvestor/status/1851678004432556149)  2024-10-30T17:30Z [---] followers, [--] engagements


"$GHC Wonderful results at Kaplan"  
[X Link](https://x.com/cohibainvestor/status/1851680478643814674)  2024-10-30T17:40Z [---] followers, [---] engagements


"$GHC good results at Media Group. They own WDIV4 which is a located in Detroit (swing state)"  
[X Link](https://x.com/cohibainvestor/status/1851681250290913632)  2024-10-30T17:43Z [---] followers, [---] engagements


"$GHC healthcare"  
[X Link](https://x.com/cohibainvestor/status/1851681931236094400)  2024-10-30T17:45Z [---] followers, [---] engagements


"$GHC manufacturing. Being impacted by CRE headwinds"  
[X Link](https://x.com/cohibainvestor/status/1851682163155951668)  2024-10-30T17:46Z [---] followers, [---] engagements


"$GHC Automotive group. Good results"  
[X Link](https://x.com/cohibainvestor/status/1851682500206002676)  2024-10-30T17:48Z [---] followers, [---] engagements


"$GHC Framebridge. [--] store openings in Q3 [--] store openings for Q4"  
[X Link](https://x.com/cohibainvestor/status/1851683928299516141)  2024-10-30T17:53Z [---] followers, [---] engagements


"$GHC began husbanding excess cash as of Sep [--] [----]. No major acquisition so far this year. Remaining buyback authorization of [------] B Shares. Est. Cap-Ex of $40-50m remaining this year. There are options"  
[X Link](https://x.com/cohibainvestor/status/1851685706030043604)  2024-10-30T18:00Z [---] followers, [---] engagements


"@LulevTrading @EBITDAEwok Our manufacturing plant production increased from 46% of capacity to 52% of capacity Meanwhile at $FATs income stmt/balance sheet:"  
[X Link](https://x.com/cohibainvestor/status/1851817424489738742)  2024-10-31T02:44Z [---] followers, [---] engagements


"$GHC [--] million in add-backs for the past [--] months. Non-cash pension-related expenses"  
[X Link](https://x.com/cohibainvestor/status/1852035195848872176)  2024-10-31T17:09Z [---] followers, [---] engagements


"There will be opportunities where the overfunded pension at $GHC creates an edge. They will be random. The businesses may seem out of favor. However they exist"  
[X Link](https://x.com/cohibainvestor/status/1853141094667825377)  2024-11-03T18:24Z [---] followers, [---] engagements


"$64m including early retirement programs"  
[X Link](https://x.com/cohibainvestor/status/1853294933991665849)  2024-11-04T04:35Z [---] followers, [--] engagements


"$SMCI whats everybody buggin about on lower revenue than guidance Earnings were good. stock trades under 15x earnings inventories of $5b with -200m of net cash and 16.2b mc"  
[X Link](https://x.com/cohibainvestor/status/1853936338552156560)  2024-11-05T23:04Z [---] followers, [---] engagements


"@valuedrift I cant believe how close the Virginia race is right now"  
[X Link](https://x.com/cohibainvestor/status/1854014613781688416)  2024-11-06T04:15Z [---] followers, [---] engagements


"@litcapital @BillAckman @KamalaHarris @X Alex Cooper #1 $SIRI. Dont throw strays at my girl"  
[X Link](https://x.com/cohibainvestor/status/1854027005269889486)  2024-11-06T05:04Z [---] followers, [---] engagements


"@rubicon59 Me buying $SMCI"  
[X Link](https://x.com/cohibainvestor/status/1854376194285678916)  2024-11-07T04:11Z [---] followers, [---] engagements


"$GHC hopefully no stock splits. they're getting to that range"  
[X Link](https://x.com/cohibainvestor/status/1854420857696690626)  2024-11-07T07:09Z [---] followers, [---] engagements


"@Andrew87229442 @jfjgfjk Both. Toledo as well. There was a nice little windfall of political ad revenue for 3Q. Expect the same 4Q"  
[X Link](https://x.com/cohibainvestor/status/1854989901319881111)  2024-11-08T20:50Z [---] followers, [--] engagements


"@anonpat__ Polarization increases the terminal value for GMG TCJA extension Purdue Globals structure would typically be under more scrutiny by democrats. Presumably more money flowing into DC area (Clydes Automotive Group) as a byproduct of polarization"  
[X Link](https://x.com/cohibainvestor/status/1855027078359367863)  2024-11-08T23:18Z [---] followers, [---] engagements


""The increase in GHG operating results in the third quarter and first nine months of [----] is due to substantially higher operating results at CSI from significant revenue growth along with improved results at home health partially offset by increased pension expense.""  
[X Link](https://x.com/cohibainvestor/status/1855173762108276869)  2024-11-09T09:01Z [---] followers, [--] engagements


"*Increased non-cash pension expense from the $2b overfunded pension. For which has a long equity strategy and hasn't received meaningful contributions since the 20th century"  
[X Link](https://x.com/cohibainvestor/status/1855174535730852185)  2024-11-09T09:04Z [---] followers, [--] engagements


"@value_screener What are your thoughts on the one-off restructuring from 2Q Outsourcing IT services. Do you think that will pay off"  
[X Link](https://x.com/cohibainvestor/status/1855932940498174132)  2024-11-11T11:17Z [---] followers, [--] engagements


"$GHC 💰 Sequoia Fund $CSU https://t.co/FWyku1Rj6n Sequoia Fund $CSU https://t.co/FWyku1Rj6n"  
[X Link](https://x.com/cohibainvestor/status/1858550991596994846)  2024-11-18T16:41Z [---] followers, [---] engagements


"@acce @LynneMarek @PaymentsDive @PayPal Need PayPal to become a payment option on $AMZN main biz"  
[X Link](https://x.com/cohibainvestor/status/1859746255293055347)  2024-11-21T23:50Z [---] followers, [---] engagements


"@B__Digs Look a the debt schedule for the remaining [--] maturities. If we get 1b+ in fcf this Q theyll clear the 250m easily and then be able to go after the later (2040+) maturities at a discount"  
[X Link](https://x.com/cohibainvestor/status/1860399698927874335)  2024-11-23T19:07Z [---] followers, [---] engagements


"@LulevTrading They keep a cash reserve at the parent level primarily to service the preferred div ($100m/yr). Thats 2ish years (when assuming some corporate overhead). Very committed to keeping it going. With divs reinvested I think we get close to payback by the time that reserve is depleted"  
[X Link](https://x.com/cohibainvestor/status/1861525770696286239)  2024-11-26T21:41Z [---] followers, [---] engagements


"@LulevTrading Plus cost to maintain that short for you. Keep in mind the last time it yielded 25%+ Malone came in to buy some"  
[X Link](https://x.com/cohibainvestor/status/1861526286176268376)  2024-11-26T21:43Z [---] followers, [---] engagements


"VIC write-up from [----] on FCCG now $FAT. made me chuckle https://valueinvestorsclub.com/idea/Fog_Cutter_Capital_Group/6019964224 https://valueinvestorsclub.com/idea/Fog_Cutter_Capital_Group/6019964224"  
[X Link](https://x.com/cohibainvestor/status/1862174486084132987)  2024-11-28T16:39Z [---] followers, [---] engagements


"@Supermicro_SMCI I'm grateful for Super Micro"  
[X Link](https://x.com/cohibainvestor/status/1862212537149739136)  2024-11-28T19:10Z [---] followers, [---] engagements


"$WBD value creation 🔴Stabilize the linear networks 🟡Studios 🟡Increase domestic DTC subscribers 🟢Increase international DTC subscribers 🟢Pay down debt"  
[X Link](https://x.com/cohibainvestor/status/1862577456504324115)  2024-11-29T19:20Z [---] followers, [---] engagements


"Forgot to mention. 🟢Complete restructuring program"  
[X Link](https://x.com/cohibainvestor/status/1862581874238853593)  2024-11-29T19:38Z [---] followers, [--] engagements


"My $GOOG $GOOGL prediction. [--]. They send a counter-offer to regulators which would allow them to spin off chrome. It gets accepted [--]. 90+% of $AAPL iPhone users voluntarily set Google as their default browser. Google saves $20b a year and Apple takes a fat haircut"  
[X Link](https://x.com/cohibainvestor/status/1863253585670082764)  2024-12-01T16:07Z [---] followers, [--] engagements


"$GHC investor day in [--] days. Paying attention to healthcare group (CSI) Framebridge Slate for now"  
[X Link](https://x.com/cohibainvestor/status/1864728232240480699)  2024-12-05T17:47Z [---] followers, [---] engagements


"We have a winner. Care Bears [--] inch bedtime bear with light up belly 5k sales on TikTok. QVC is going social. $qrtea"  
[X Link](https://x.com/cohibainvestor/status/1864763071945744736)  2024-12-05T20:05Z [---] followers, [---] engagements


"There are two types of people in #Crypto [--]. People who understand [--]. People who buy it both categories are mutually exclusive $BTC #Bitcoin #ETH $ETH $DOGE #HarryPotterObamaSonic10Inu $BITCOIN"  
[X Link](https://x.com/cohibainvestor/status/1865446594117578992)  2024-12-07T17:21Z [---] followers, [---] engagements


"$QRTEA Liberty's ultimate tax shield"  
[X Link](https://x.com/cohibainvestor/status/1865817290089857148)  2024-12-08T17:54Z [---] followers, [----] engagements


"@compoundpapi $CACC moment"  
[X Link](https://x.com/cohibainvestor/status/1865823396199649542)  2024-12-08T18:18Z [---] followers, [--] engagements


"@jackson_jo96163 Stated accurately. they have a deferred tax liability on the balance sheet. Add that to debt. They get a huge tax shield from the spread in interest for tax purposes and cash interest"  
[X Link](https://x.com/cohibainvestor/status/1865856745504903507)  2024-12-08T20:31Z [---] followers, [---] engagements


"@ObservationDesk Seems near impossible to stabilize television networks unfortunately. I share your optimism on the stock being undervalued tho"  
[X Link](https://x.com/cohibainvestor/status/1865971576643985738)  2024-12-09T04:07Z [---] followers, [--] engagements


"New Clydes restaurant $GHC"  
[X Link](https://x.com/cohibainvestor/status/1866548810006343933)  2024-12-10T18:21Z [---] followers, [---] engagements


"$PUBM franchising business"  
[X Link](https://x.com/cohibainvestor/status/1868134563681341691)  2024-12-15T03:22Z [---] followers, [---] engagements


"@arny_trezzi $GHC. If they buy back half the stock over the next [--] years the look through ownership of cash+securities+$450m net pension liquidation value gets you near the current market cap"  
[X Link](https://x.com/cohibainvestor/status/1868897362967724365)  2024-12-17T05:53Z [---] followers, [--] engagements


"@AlwaysSunny831 @value_screener Need a Liberty media TikTok buyout"  
[X Link](https://x.com/cohibainvestor/status/1869127629842096304)  2024-12-17T21:08Z [---] followers, [--] engagements


"@RTelford_invest I remember having an accounting professor in college who couldnt speak good English. Took twice the amount of effort for me to learn the material. Paid off tremendously"  
[X Link](https://x.com/cohibainvestor/status/1869923852601417869)  2024-12-20T01:52Z [---] followers, [--] engagements


"@FishtownCap @andrewcoye Some sub declines will be offset by lower capex from their four satellite projects"  
[X Link](https://x.com/cohibainvestor/status/1869995727314932137)  2024-12-20T06:38Z [---] followers, [--] engagements


"$DJCO Victoria Australia hasn't gone live yet. Project revised upwards to $127m. Est 6/30/2025"  
[X Link](https://x.com/cohibainvestor/status/1871122968509829339)  2024-12-23T09:17Z [---] followers, [---] engagements


"@oskargoyvaerts $AN soon to be his biggest hit"  
[X Link](https://x.com/cohibainvestor/status/1872269088279666900)  2024-12-26T13:11Z [---] followers, [--] engagements


"@ChrisMozach CPLTD includes the Exchangeable Debentures. They actually mature in 2029-2030. The liability is carried on the balance sheet as a current liability because they do not currently own the reference shares. Disregard mentally"  
[X Link](https://x.com/cohibainvestor/status/1874397854133047384)  2025-01-01T10:10Z [---] followers, [---] engagements


"@boujee_banker Pretty mundane. Staying the course. Attractive subscription and ticketing revenue growth at JTI for the year. https://x.com/cohibainvestor/status/1874057232239005878s=46 Recurring revs up 20% y/y for JTI "Other Public Service" fees up 19%. Decrease in "Consulting Fees" for which the lion's share are one-off events. https://t.co/2nbAMBhhZ4 https://x.com/cohibainvestor/status/1874057232239005878s=46 Recurring revs up 20% y/y for JTI "Other Public Service" fees up 19%. Decrease in "Consulting Fees" for which the lion's share are one-off events. https://t.co/2nbAMBhhZ4"  
[X Link](https://x.com/cohibainvestor/status/1874406915746496894)  2025-01-01T10:46Z [---] followers, [---] engagements


"@MegaLagOfficial @PayPal @honey You couldn't have just guided people to not use honey for affiliate purchases You needed to launch this attack against the platform based on a small % of their total transaction volumes (poaching referrals) enjoy your ad revenues I guess. This service does more good than bad"  
[X Link](https://x.com/cohibainvestor/status/1874538922736562535)  2025-01-01T19:31Z [---] followers, [--] engagements


"@JoeDoeKnowsGuy They lose the default browser $$ from Google. No way the market prices that in"  
[X Link](https://x.com/cohibainvestor/status/1874839439417237752)  2025-01-02T15:25Z [---] followers, [--] engagements


"@blondesnmoney A toxic finance girl sounds good in theory but terrible in practice. Theyre all into charting and weird financial modeling(astrology). Fama and French CFAI EMH etc. better to find a nice girl"  
[X Link](https://x.com/cohibainvestor/status/1876432822552183139)  2025-01-07T00:57Z [---] followers, [---] engagements


"@blondesnmoney Or theyre a degen Cathie wood fan"  
[X Link](https://x.com/cohibainvestor/status/1876433198655406453)  2025-01-07T00:58Z [---] followers, [--] engagements

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