# ![@heartof_thesea Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1067155665574076419.png) @heartof_thesea Ray

Ray posts on X about $wab, $psa, $jkhy, money the most. They currently have [-----] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: [--] [#](/creator/twitter::1067155665574076419/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1067155665574076419/c:line/m:interactions.svg)

- [--] Week [-----] -60%
- [--] Month [------] +311%
- [--] Months [---------] +10,024%
- [--] Year [---------] +539%

### Mentions: [--] [#](/creator/twitter::1067155665574076419/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1067155665574076419/c:line/m:posts_active.svg)

- [--] Months [--] +12%
- [--] Year [--] -56%

### Followers: [-----] [#](/creator/twitter::1067155665574076419/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1067155665574076419/c:line/m:followers.svg)

- [--] Week [-----] -0.08%
- [--] Month [-----] +0.26%
- [--] Months [-----] +3.10%
- [--] Year [-----] +7.10%

### CreatorRank: [---------] [#](/creator/twitter::1067155665574076419/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1067155665574076419/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [countries](/list/countries)  [cryptocurrencies](/list/cryptocurrencies)  [technology brands](/list/technology-brands)  [currencies](/list/currencies)  [travel destinations](/list/travel-destinations)  [fashion brands](/list/fashion-brands)  [celebrities](/list/celebrities)  [agencies](/list/agencies) 

**Social topic influence**
[$wab](/topic/$wab), [$psa](/topic/$psa), [$jkhy](/topic/$jkhy), [money](/topic/money), [debt](/topic/debt), [$maa](/topic/$maa), [inflation](/topic/inflation), [$chtr](/topic/$chtr), [$fis](/topic/$fis), [$bah](/topic/$bah)

**Top accounts mentioned or mentioned by**
[@williscap](/creator/undefined) [@slicetransverse](/creator/undefined) [@jerrycap](/creator/undefined) [@pythiar](/creator/undefined) [@kab604](/creator/undefined) [@read_cap](/creator/undefined) [@ccmbrett](/creator/undefined) [@mrneutralman](/creator/undefined) [@ernestwongbwm](/creator/undefined) [@divergent7651](/creator/undefined) [@einsteinstrasse](/creator/undefined) [@negativegw](/creator/undefined) [@soonercapital](/creator/undefined) [@sleepwellcap](/creator/undefined) [@atelicinvest](/creator/undefined) [@psyopcapital](/creator/undefined) [@jcobbz7](/creator/undefined) [@couriercapital](/creator/undefined) [@viggykrishnan](/creator/undefined) [@tkfinancial](/creator/undefined)

**Top assets mentioned**
[Westinghouse Air Brake Technologies Corp (WAB)](/topic/$wab) [Public Storage (PSA)](/topic/$psa) [Jack Henry & Associates, Inc. (JKHY)](/topic/$jkhy) [Mid-America Apartment Communities Inc (MAA)](/topic/$maa) [Charter Communications Inc (CHTR)](/topic/$chtr) [StaFi (FIS)](/topic/$fis) [Booz Allen Hamilton Holding, Corp. (BAH)](/topic/$bah) [Otis Worldwide Corp (OTIS)](/topic/$otis) [General Electric Company (GE)](/topic/$ge) [TransDigm Group, Inc. (TDG)](/topic/$tdg) [Autozone Inc (AZO)](/topic/$azo) [Masco, Corp. (MAS)](/topic/$mas) [American Express Company (AXP)](/topic/$axp) [Regions Financial Corp (RF)](/topic/$rf) [Extra Space Storage, Inc. (EXR)](/topic/$exr) [SPDR S&P [---] ETF Trust (SPY)](/topic/$spy) [Omnicom Group Inc. (OMC)](/topic/$omc) [Fair Isaac, Corp. (FICO)](/topic/$fico) [Davita Inc (DVA)](/topic/$dva) [Ferguson plc (FERG)](/topic/$ferg) [Vontier Corporation (VNT)](/topic/$vnt) [M&T Bank Corporation (MTB)](/topic/$mtb) [US Bancorp (USB)](/topic/$usb) [Fifth Third Bancorp (FITB)](/topic/$fitb) [Charles Schwab Corporation (SCHW)](/topic/$schw) [Philip Morris International Inc. (PM)](/topic/$pm) [First Horizon, Corp. (FHN)](/topic/$fhn) [CDW common stock (CDW)](/topic/$cdw) [Lamar Advertising, Co. (LAMR)](/topic/$lamr) [Crown Holdings, Inc. (CCK)](/topic/$cck) [Atmus Filtration Technologies Inc. (ATMU)](/topic/$atmu) [Coca-Cola Co (KO)](/topic/$ko) [Marsh & McLennan Companies, Inc. (MMC)](/topic/$mmc) [UnitedHealth Group (UNH)](/topic/$unh) [Decentral Games (DG)](/topic/$dg) [Fiserv Inc (FISV)](/topic/$fisv) [LGI Homes, Inc. (LGIH)](/topic/$lgih) [ALEX Lab (ALEX)](/topic/$alex) [Huntington Ingalls Industries Inc (HII)](/topic/$hii) [Booking Holdings Inc (BKNG)](/topic/$bkng) [Effect.AI (EFX)](/topic/$efx) [TrueBit (TRU)](/topic/$tru) [LKQ Corporation (LKQ)](/topic/$lkq) [Colliers International Group Inc. Subordinate Voting Shares (CIGI)](/topic/$cigi) [United Parcel Service, Inc. (UPS)](/topic/$ups) [Cable One, Inc. (CABO)](/topic/$cabo) [Fortune Brands Innovations, Inc. (FBIN)](/topic/$fbin) [Basis Cash (BAC)](/topic/$bac) [JPMorgan Chase (JPM)](/topic/$jpm) [Bank of New York Mellon Corp (BK)](/topic/$bk) [CACI INTERNATIONAL CLA (CACI)](/topic/$caci) [SCIENCE APPLICATIONS INTERNATIONAL CORPORATION (SAIC)](/topic/$saic) [Progressive Corp (PGR)](/topic/$pgr)
### Top Social Posts
Top posts by engagements in the last [--] hours

"General Electric worth 10% of its peak [----] market cap"  
[X Link](https://x.com/heartof_thesea/status/1312552628161777665)  2020-10-04T00:38Z [----] followers, [--] engagements


""Three of the four biggest US private equity firms now manage more money in credit funds than in their private equity arms""  
[X Link](https://x.com/heartof_thesea/status/1386871196310978569)  2021-04-27T02:33Z [----] followers, [--] engagements


"Were the publicly traded private equity firms just so cheap 3-5 yrs ago because they were partnerships and not C-Corps Or was there something else"  
[X Link](https://x.com/heartof_thesea/status/1390136996941766658)  2021-05-06T02:51Z [----] followers, [--] engagements


"Just my opinion on why Buffett never invested in luxury brands. From his letter to blue chip stamps mgmt. Fits that he owns borsheims (jewelry at big discount)"  
[X Link](https://x.com/heartof_thesea/status/1417172182170537987)  2021-07-19T17:19Z [----] followers, [--] engagements


"Interesting. The most populous state in India Uttar Pradesh (population: [---] million ppl) had only [--] commercial airports in [----]. Now has [--] airports with another [--] under construction. $TDG"  
[X Link](https://x.com/heartof_thesea/status/1442892075188436997)  2021-09-28T16:40Z [----] followers, [--] engagements


"$JKHY now back to same Price to NTM Earnings Ratio as it was at in 2016/2017. Was in the 40s NTM PE over 2018-mid 2021"  
[X Link](https://x.com/heartof_thesea/status/1463287851215429642)  2021-11-23T23:26Z [----] followers, [--] engagements


"$FICO gets like 1/3rd of their revenue from selling FICO scores direct to consumers. D2C biz went from 85M in revs in [----] to 208M in FY21. There r ppl that shell out $30/month for their score (mixed in with identity theft monitoring 😅). LOL that scam is worth 100X PE"  
[X Link](https://x.com/heartof_thesea/status/1463576346622320648)  2021-11-24T18:32Z [----] followers, [--] engagements


"CGI talking about their India IT outsourcing biz (targeting 50% increase in headcount over next [--] yrs) Tailwind to $G as well. Seemed quite likely that the pandmic would speed up those trends a bit more among the laggard companies"  
[X Link](https://x.com/heartof_thesea/status/1489707716566265859)  2022-02-04T21:09Z [----] followers, [--] engagements


"importance of bureau data for credit card lenders like SYF: $EFX $TRU"  
[X Link](https://x.com/heartof_thesea/status/1549476185423372291)  2022-07-19T19:28Z [----] followers, [--] engagements


"$CHTR *DEMOCRATS ADD STOCK BUYBACK TAX TO BUDGET BILL *DEMOCRATS ADD STOCK BUYBACK TAX TO BUDGET BILL"  
[X Link](https://x.com/heartof_thesea/status/1555367937741144064)  2022-08-05T01:39Z [----] followers, [--] engagements


"Continuing good results from $WAB after yrs of trough new locomotive demand (elongated by COVID) -equipment sales +10% -services biz up mid teens (signed huge [---] mods contract w/ UNP in July) -backlog +11% cc -forecast "significantly increased loco deliveries" in H2"  
[X Link](https://x.com/heartof_thesea/status/1555630398985699329)  2022-08-05T19:02Z [----] followers, [--] engagements


"Despite this perf I'm not sure mine or most ppls portfolios will beat $AZO over the next decade"  
[X Link](https://x.com/heartof_thesea/status/1567682507352539137)  2022-09-08T01:13Z [----] followers, [--] engagements


"Is this point about aftermarket parts for electric vehicles true across the board or is $LKQ cherry picking with a few choice examples"  
[X Link](https://x.com/heartof_thesea/status/1576992124905861120)  2022-10-03T17:46Z [----] followers, [--] engagements


"Seems like Colliers will be putting most of incremental fcf into rolling up alts/private asset managers. Isn't there a cleaner/easier way to do that than owning $CIGI Colliers"  
[X Link](https://x.com/heartof_thesea/status/1587256725823954946)  2022-11-01T01:34Z [----] followers, [--] engagements


"$DVA DaVita forecast of [----] as of Q2 [----] vs. forecast of [----] [--] quarter later as of Q3 2022"  
[X Link](https://x.com/heartof_thesea/status/1587650325808193536)  2022-11-02T03:38Z [----] followers, [--] engagements


"$UPS Carol Tome: "As I look back over the past several years from [----] to now we've grown our RPP revenue per piece in the United States by 23%. Margin expansion has been really driven by the RPP growth""  
[X Link](https://x.com/heartof_thesea/status/1595499349567541266)  2022-11-23T19:27Z [----] followers, [--] engagements


"What's an easier biz for a ham sandwich to run and not fuck up Ferguson Plc or CDW Both are distributors"  
[X Link](https://x.com/heartof_thesea/status/1600602658699677729)  2022-12-07T21:26Z [----] followers, [--] engagements


"Buffett talking about being a cable investor in [----] $CABO $CHTR"  
[X Link](https://x.com/heartof_thesea/status/1606043711476887552)  2022-12-22T21:47Z [----] followers, [----] engagements


"Plumbing/Faucets Segment Comparison $FBIN $MAS Fortune [----] to 2022E Operating Income: +60% Masco [----] to 2022E Operating Income: +13% Plumbing profit growth rates: Fortune 19: 14% 20: 9% 21: 35% 22: -5% Masco 19: -1% 20: 14% 21: 15% 22: -12%"  
[X Link](https://x.com/heartof_thesea/status/1610070261671362561)  2023-01-03T00:27Z [----] followers, [----] engagements


"$WAB caps off solid Q4 and [----] as demand normalizes. Over 2019-2021 they had like a couple [---] total mods/new loco sales lol"  
[X Link](https://x.com/heartof_thesea/status/1625978780492652544)  2023-02-15T22:02Z [----] followers, [----] engagements


"$AXP new mgmt team after Chenault knows what it's all about"  
[X Link](https://x.com/heartof_thesea/status/1626309487622606848)  2023-02-16T19:56Z [----] followers, [----] engagements


"CEO on $VNT talking about c-stores in urban Norway where 35% of the car parc is EV: "People stay there longer and they spend more money on their convenience retailing""  
[X Link](https://x.com/heartof_thesea/status/1628436639084052482)  2023-02-22T16:48Z [----] followers, [----] engagements


"Notes from $MAS RayJay event: -85% of sales to repair & remodel -avg age of US homes=40 yrs -not looking to add outside plumbing & paint all M&A will be bolt-on -M&A must earn premium to CoC or else buybacks [-----] gonna suck vs. [--] but long term expect R&R to grow 1%-2%GDP Over the last 10-12 years.going after the pro paint contractor.we've taken that Pro business from approximately nothing in sales to just over $900 million in [----]. So a significant effort by both Behr and Home Depot to attract and retain that Pro customer $MAS Over the last 10-12 years.going after the pro paint"  
[X Link](https://x.com/heartof_thesea/status/1633205418666106881)  2023-03-07T20:38Z [----] followers, [----] engagements


"Bank investors: How would you have known [--] years ago that $MTB and $USB would've generated 5%-6% IRRs and $BAC and $JPM would've done 13% IRRs from 2013-2023"  
[X Link](https://x.com/heartof_thesea/status/1633218001825677312)  2023-03-07T21:28Z [----] followers, 10.1K engagements


"$jkhy the great bank software compounder is down 10% today and 15% in a week Enhance Enhance Oh.I see.down all the way to 29x NTM EPS"  
[X Link](https://x.com/heartof_thesea/status/1635367176680124416)  2023-03-13T19:48Z [----] followers, 13K engagements


"$WAB ht @jcobbz7 $WAB caps off solid Q4 and [----] as demand normalizes. Over 2019-2021 they had like a couple [---] total mods/new loco sales lol. https://t.co/1x5qEQTARr $WAB caps off solid Q4 and [----] as demand normalizes. Over 2019-2021 they had like a couple [---] total mods/new loco sales lol. https://t.co/1x5qEQTARr"  
[X Link](https://x.com/heartof_thesea/status/1636141299249164290)  2023-03-15T23:04Z [----] followers, [----] engagements


"Excl the current issues is it fair to say SCHW is inherently a lower multiple biz now without the trading fees Extreme int rate sensitivity like $BK or the title insurers has historically not been rewarded bc earnings estimates can go down 20% very quickly"  
[X Link](https://x.com/heartof_thesea/status/1641524831001665536)  2023-03-30T19:36Z [----] followers, 13.5K engagements


"$FIS prob doing $5/share of clean FCF. Of which $1.80 is from merchant acquirer biz which is sucking and $3.20 is from the banking VMS biz. Merchant will be spun out so you can sum-of-the-parts the thing. I think the VMS biz alone at a $57 stock price would work out ok"  
[X Link](https://x.com/heartof_thesea/status/1651624069010268167)  2023-04-27T16:27Z [----] followers, [----] engagements


""We think the FDIC should raise the limit on deposit insurance to $1 million for consumer accounts and $5 million for commercial accounts" https://gatorcapital.com/wp-content/uploads/2023/05/20230425-GFP-2023-Q1-Letter-1.pdf https://gatorcapital.com/wp-content/uploads/2023/05/20230425-GFP-2023-Q1-Letter-1.pdf"  
[X Link](https://x.com/heartof_thesea/status/1654546958915182592)  2023-05-05T18:01Z [----] followers, [----] engagements


"$FITB CEO called it out so wanted to check. Woah Construction Spending on Manufacturing in the United States"  
[X Link](https://x.com/heartof_thesea/status/1654699950368866306)  2023-05-06T04:09Z [----] followers, [----] engagements


"How has Booz Allen Hamilton $BAH grown so much faster organically than $SAIC and $CACI"  
[X Link](https://x.com/heartof_thesea/status/1659615055023861762)  2023-05-19T17:40Z [----] followers, [----] engagements


"the Mexican President seems pretty.interesting"  
[X Link](https://x.com/heartof_thesea/status/1661762611304714240)  2023-05-25T15:54Z [----] followers, [--] engagements


"$C purchased Banamex for 12.5B in 2001"  
[X Link](https://x.com/heartof_thesea/status/1661764576461963276)  2023-05-25T16:02Z [----] followers, [--] engagements


"$RF vs. peers"  
[X Link](https://x.com/heartof_thesea/status/1668977646380646400)  2023-06-14T13:44Z [----] followers, [---] engagements


"$V is special bc customers w rewards & distributors (banks) make 10x the $ on a swipe that V does their XB rev is not like that. Merchant pays a high cost issuer gets nothing and customer pays a high cost. Leaves all players more open to new networks: https://restofworld.org/2023/borderless-qr-payments-indonesia-thailand-malaysia/ https://restofworld.org/2023/borderless-qr-payments-indonesia-thailand-malaysia/"  
[X Link](https://x.com/heartof_thesea/status/1669050987787477005)  2023-06-14T18:35Z [----] followers, [----] engagements


"What are some stocks you've been able to time really well more than once"  
[X Link](https://x.com/heartof_thesea/status/1669084002718736386)  2023-06-14T20:46Z [----] followers, [----] engagements


"$SCHW m-o-m decline in AIEA: Dec 22: 7B Jan: 7B Feb: 10B March: 5B Apr: 5B May: 10B"  
[X Link](https://x.com/heartof_thesea/status/1669409248638320648)  2023-06-15T18:19Z [----] followers, [----] engagements


"Progressive $PGR is worth [--] Billlion dollars"  
[X Link](https://x.com/heartof_thesea/status/1669443564948844544)  2023-06-15T20:35Z [----] followers, [----] engagements


""in the US nearly three-quarters of the floating-rate debt taken out during the leveraged-buyout boom lacked hedges as recently as August""  
[X Link](https://x.com/heartof_thesea/status/1671183838486167554)  2023-06-20T15:50Z [----] followers, [----] engagements


"@CourierCapital @viggy_krishnan @Einsteinstrasse tho a good counter-example is BEHR gained a fair bit of share with Pros bc $SHW was having a serious supply crunch but that seems to be reversing now"  
[X Link](https://x.com/heartof_thesea/status/1671874747372564480)  2023-06-22T13:40Z [----] followers, [--] engagements


"$MAA Same store rental prices: Sunbelt vs. Coasts"  
[X Link](https://x.com/heartof_thesea/status/1672292952431812608)  2023-06-23T17:18Z [----] followers, [----] engagements


"$MAA Send more REITs with this kind of leverage pls"  
[X Link](https://x.com/heartof_thesea/status/1672294070947856403)  2023-06-23T17:22Z [----] followers, [----] engagements


"$MAA Historical score-card"  
[X Link](https://x.com/heartof_thesea/status/1672294720138035208)  2023-06-23T17:25Z [----] followers, [---] engagements


"$PSA $EXR $EXR outperforms $PSA in same-store growth"  
[X Link](https://x.com/heartof_thesea/status/1672733612335038465)  2023-06-24T22:29Z [----] followers, [----] engagements


"The End. https://about.autozone.com/news-releases/news-release-details/autozone-announces-leadership-transition-plan https://about.autozone.com/news-releases/news-release-details/autozone-announces-leadership-transition-plan"  
[X Link](https://x.com/heartof_thesea/status/1673465169345671179)  2023-06-26T22:56Z [----] followers, [----] engagements


"Why has Extra Space Storage outgrown Public Storage so much on a same store basis $PSA $EXR"  
[X Link](https://x.com/heartof_thesea/status/1673766529857364008)  2023-06-27T18:53Z [----] followers, [--] engagements


"why do self storage companies send out rate increase notices in the summer"  
[X Link](https://x.com/heartof_thesea/status/1674462624912748560)  2023-06-29T22:14Z [----] followers, [----] engagements


"Public Storage $PSA had their first public bond offering in [----] incredible for such a large real estate business"  
[X Link](https://x.com/heartof_thesea/status/1674472888131264519)  2023-06-29T17:40Z [----] followers, [----] engagements


"29% of $PSA revenues are from Los Angeles San Francisco and New York City"  
[X Link](https://x.com/heartof_thesea/status/1676593530737664001)  2023-07-05T14:07Z [----] followers, [----] engagements


"A new friend said a great line partly facetiously about an investment he made: "I know just enough to be dangerous." A good reminder to myself when I look at a shitco in an industry I otherwise understand and like"  
[X Link](https://x.com/heartof_thesea/status/1677170127727468544)  2023-07-08T23:56Z [----] followers, [----] engagements


"Inside $KGF.LN Kingfisher plc screwfix has done wildly better than b&q which basically was in decline prior to the pandemic. what's the TLDR on why"  
[X Link](https://x.com/heartof_thesea/status/1677406938286415872)  2023-07-07T19:59Z [----] followers, [----] engagements


"EM staples investing is like Page [--] - our organic revenues grew a strong 5% helped by Latin America which grew 15% and Phillipines up 12%. Page [--] - Due to a strong USD we will be canceling our share repo program for the next [--] years to deleverage our USD debt"  
[X Link](https://x.com/heartof_thesea/status/1678539995580190723)  2023-07-10T23:01Z [----] followers, 23.2K engagements


"Also what's funny about $PM is that at least one major EM market just completely blows up every [--] yrs and like 5%-10% of earnings go poof but we add it back as non-recurring one time and instead talk about how many ppl u see r using iqos on trip to Italy this summer"  
[X Link](https://x.com/heartof_thesea/status/1678541581056454658)  2023-07-11T00:51Z [----] followers, [----] engagements


"This was a really fun listen. As @NegativeGW said the regulatory powers are the man with a hammer"  
[X Link](https://x.com/heartof_thesea/status/1678947650924695554)  2023-07-12T02:01Z [----] followers, [----] engagements


"@CCM_Brett Visa / lvmh"  
[X Link](https://x.com/heartof_thesea/status/1684050200602480640)  2023-07-26T03:57Z [----] followers, [----] engagements


"another good q. freight segment sales up 15%. Total eps up 15%. $WAB Continuing good results from $WAB after yrs of trough new locomotive demand (elongated by COVID) -equipment sales +10% -services biz up mid teens (signed huge [---] mods contract w/ UNP in July) -backlog +11% cc -forecast "significantly increased loco deliveries" in H2 Continuing good results from $WAB after yrs of trough new locomotive demand (elongated by COVID) -equipment sales +10% -services biz up mid teens (signed huge [---] mods contract w/ UNP in July) -backlog +11% cc -forecast "significantly increased loco deliveries""  
[X Link](https://x.com/heartof_thesea/status/1684666521975492608)  2023-07-27T20:46Z [----] followers, [----] engagements


"Prior to the signature bank / fdic transaction why had $NYCB NY Community Bancorp generated no shareholder value at all for [--] years"  
[X Link](https://x.com/heartof_thesea/status/1684980520109649920)  2023-07-28T17:33Z [----] followers, [----] engagements


"It'll be very interesting to see what kind of longevity SiriusXM will have. Streaming has not had the same level of impact to $SIRI as the internet had on newspapers"  
[X Link](https://x.com/heartof_thesea/status/1686763908806131712)  2023-08-02T15:40Z [----] followers, [--] engagements


"Why don't $spgi and $mco jack up pricing 25% per year for the next [--] years What stops them from doing so"  
[X Link](https://x.com/heartof_thesea/status/1687121770954829825)  2023-08-03T15:22Z [----] followers, 14.5K engagements


"@tk_financial What's going on with $ZBRA"  
[X Link](https://x.com/heartof_thesea/status/1688707415250817025)  2023-08-08T00:23Z [----] followers, [---] engagements


"Who are some CEOs that are very under the radar but are excellent capital allocators"  
[X Link](https://x.com/heartof_thesea/status/1689246665251663872)  2023-08-09T12:06Z [----] followers, 53.1K engagements


""The TFR of the capital Seoul was [----] in 2021" 😲"  
[X Link](https://x.com/heartof_thesea/status/1690774576563658752)  2023-08-13T17:17Z [----] followers, [----] engagements


"This July prices were up around $0.50 per gallon historically suggests more challenging margin setup. However despite that move in prices pleased to say that retail-only margins averaged around $0.25 per gallon in July moving north of $0.30 towards the end of the month"  
[X Link](https://x.com/heartof_thesea/status/1691168644707897344)  2023-08-14T19:23Z [----] followers, [---] engagements


""Im old enough to remember when the company brought out an army of actuaries on stage at an investor day in [----] to argue the adequacy of the reserving in these blocks and then catastrophically imploded [--] mos later because every single assumption presented that day was wrong""  
[X Link](https://x.com/heartof_thesea/status/1691295943688081408)  2023-08-15T03:49Z [----] followers, [----] engagements


"Know nothing about banks not interested in $C. Just found this interesting. In the [--] yrs from 2016-2022 Citi returned 100B to investors thru divs/buybacks. Mkt cap 80B"  
[X Link](https://x.com/heartof_thesea/status/1692253205504143757)  2023-08-17T19:12Z [----] followers, 19.9K engagements


"@SliceTransverse Me if I had cashed out those $chtr buybacks"  
[X Link](https://x.com/heartof_thesea/status/1692267187384226150)  2023-08-17T20:08Z [----] followers, [---] engagements


"FICO's 135% revenue growth in Scores for the mortgage vertical while volumes were down displays an absolutely ridiculous level of pricing power. ht @Larryjamieson_ for the FICO breakdown this morning"  
[X Link](https://x.com/heartof_thesea/status/1692593585231642742)  2023-08-18T17:45Z [----] followers, [----] engagements


"$OTIS comment last quarter on the really strong repair growth: "we're not sure how long this can keep up" Continuing to stay strong"  
[X Link](https://x.com/heartof_thesea/status/1717168078348239185)  2023-10-25T13:15Z [----] followers, [----] engagements


"A thing of Beauty - $OTIS debt stack"  
[X Link](https://x.com/heartof_thesea/status/1717184318164848815)  2023-10-25T14:20Z [----] followers, [---] engagements


"$OTIS "we now believe the New Equipment market in the Americas is going to be down mid-teens and we're really seeing that with the highest impact being the interest rates remaining high. It really is impacting new project starts""  
[X Link](https://x.com/heartof_thesea/status/1717187820316405935)  2023-10-25T14:34Z [----] followers, [----] engagements


"Me with self storage $PSA $CUBE #Jinx #Selfstoragetozerooo #mustystartup Remind me why I don't just buy $V at 23x earnings and go lie down on a beach Remind me why I don't just buy $V at 23x earnings and go lie down on a beach"  
[X Link](https://x.com/heartof_thesea/status/1717198001800655349)  2023-10-25T15:14Z [----] followers, [----] engagements


"🚀Mining capex $WAB "I spoke here specifically about Brazil South Africa Kazakhstan and Australia which are very significant and we have significant momentum walking into '24 with this market. So we do expect significant growth there from a sales perspective."""  
[X Link](https://x.com/heartof_thesea/status/1717210846370111764)  2023-10-25T16:05Z [----] followers, [----] engagements


"which community banks have large insurance brokerage operations"  
[X Link](https://x.com/heartof_thesea/status/1719139814027440528)  2023-10-30T23:50Z [----] followers, [----] engagements


"Names of the best banks in Europe"  
[X Link](https://x.com/heartof_thesea/status/1722326170354561385)  2023-11-08T18:52Z [----] followers, [----] engagements


"Pre-pandemic Snap-on $SNA had almost no organic growth and the company has been growing at high single digits over the past [--] years.digging into it now to see whether it's just inflation or something more sustainably positive"  
[X Link](https://x.com/heartof_thesea/status/1722712131714347097)  2023-11-09T20:25Z [----] followers, [---] engagements


"$WAB Wabtec presentation of low unit sales of new locos + old loco modernizations. Is there any reason this number won't be going closer to the replacement rate"  
[X Link](https://x.com/heartof_thesea/status/1724877516928676150)  2023-11-15T19:50Z [----] followers, [----] engagements


"Non-interest revenue change from 2013-2022 versus Non-interest expense change 2013-2022 $RF: 14% vs. 20% $FITB: -4% vs. 22% $USB: 8% vs. 42% $FHB: -26% vs. 47% Rekt"  
[X Link](https://x.com/heartof_thesea/status/1727512501116362787)  2023-11-23T02:20Z [----] followers, [----] engagements


"@soonercapital $wab $cw (a collection of these specialized industrials) $fan (volution) $HI"  
[X Link](https://x.com/heartof_thesea/status/1730047685728616540)  2023-11-30T02:14Z [----] followers, [---] engagements


"Since the May 4th deal break for TD to acquire First Horizon $FHN Series D prefs with a 44% price return"  
[X Link](https://x.com/heartof_thesea/status/1731003096141037613)  2023-12-02T17:31Z [----] followers, [----] engagements


"Biggest errors of omission (was close but didn't pull trigger) this year: $CDW in the 160s $LAMR under $80in October (11x FCF) $BAH in May in the $90s"  
[X Link](https://x.com/heartof_thesea/status/1732437941056651481)  2023-12-06T16:32Z [----] followers, [----] engagements


"Biggest errors of commission: Selling $TDG too early in hindsight"  
[X Link](https://x.com/heartof_thesea/status/1732438142584570251)  2023-12-06T16:33Z [----] followers, [---] engagements


"wtf. does america have bad businesses even businesses you'd be sure would be trash have 2x the ROICs of the best industry in Austria or Malaysia or something lol"  
[X Link](https://x.com/heartof_thesea/status/1746259295736361125)  2024-01-13T19:53Z [----] followers, [----] engagements


"$MTB $CFR $RF down 6% 10% YTD"  
[X Link](https://x.com/heartof_thesea/status/1753088754749764064)  2024-02-01T16:11Z [----] followers, [----] engagements


"The institutional imperative strikes again"  
[X Link](https://x.com/heartof_thesea/status/1754991872664043808)  2024-02-06T22:14Z [----] followers, [---] engagements


"TD which is actually considered one of the better managed was literally this close to buying $FHN until luckily for TD shareholders all hell broke loose in US banking"  
[X Link](https://x.com/heartof_thesea/status/1754992411351072892)  2024-02-06T22:16Z [----] followers, [---] engagements


"$BNS Scotia's performance against [----] Investor Day Targets:"  
[X Link](https://x.com/heartof_thesea/status/1757825710159184313)  2024-02-14T17:54Z [----] followers, [----] engagements


"-biggest blockbuster drug of all time -monopoly with complete pricing power -gas station"  
[X Link](https://x.com/heartof_thesea/status/1758167917835776136)  2024-02-15T16:34Z [----] followers, [----] engagements


""one of the things we're proud of is we've been price/cost positive every quarter since spin so we remain very focused on that price cost equation" $VNT"  
[X Link](https://x.com/heartof_thesea/status/1760339487303831649)  2024-02-21T16:23Z [----] followers, [---] engagements


""We were able to achieve about [--] basis points of New Equipment share gain on top of the nearly 3-point increase between [----] and 2022" $OTIS"  
[X Link](https://x.com/heartof_thesea/status/1760374878631317858)  2024-02-21T18:44Z [----] followers, [---] engagements


"What are the most interesting things to see and fun things to do in Andalusia Spain Also any great food spots"  
[X Link](https://x.com/heartof_thesea/status/1761474270977286208)  2024-02-24T19:32Z [----] followers, [----] engagements


"@LotOntario into walking architecture/churches and food"  
[X Link](https://x.com/heartof_thesea/status/1761570476327944614)  2024-02-25T01:55Z [----] followers, [--] engagements


"$HD $MAS Masco sales to professional painters: "In Pro over the past couple of years you did gain a lot of market share. And then here we are in a couple of years later and you never gave it back""  
[X Link](https://x.com/heartof_thesea/status/1762212921923240317)  2024-02-26T20:27Z [----] followers, [----] engagements


"$JKHY on competition with start-up core providers:"  
[X Link](https://x.com/heartof_thesea/status/1762521675264836040)  2024-02-27T16:54Z [----] followers, [---] engagements


"crazy stat from $CCK: Beverage can manufacturing - "Global capacity expanded by more than 20+ billion units (30%) since 2019""  
[X Link](https://x.com/heartof_thesea/status/1765130298575012010)  2024-03-05T21:40Z [----] followers, [---] engagements


"From online truck operators forum: "Filters account for roughly 1% of the total operating cost of a piece of machinery or vehicle spend the extra few bucks and get the better quality one it will save you in the long run" $ATMU"  
[X Link](https://x.com/heartof_thesea/status/1765148514881839122)  2024-03-05T22:52Z [----] followers, [----] engagements


"Thor Industries $THO Financials during GFC: Positive net income / OCF / FCF throughout. Despite 42% sales decline in [----]. This was on roughly $300M of tangible invested capital"  
[X Link](https://x.com/heartof_thesea/status/1768707053420241157)  2024-03-15T18:33Z [----] followers, [---] engagements


"Not everyday that you see a stock at an ATH that had a 30% sales decline (higher organically) vs. The previous fiscal year $PATK"  
[X Link](https://x.com/heartof_thesea/status/1771313704295887015)  2024-03-22T23:11Z [----] followers, [----] engagements


"@BillBrewsterTBB Price/context/balance sheet dictates when to be a pessimist or optimist. "Greedy when others are fearful and fearful when others are greedy etc." These dudes bought a whack of Coca-Cola during GFC. That was their big GFC bet. That's a huge missed opportunity"  
[X Link](https://x.com/heartof_thesea/status/1773354053889642500)  2024-03-28T14:18Z [----] followers, [---] engagements


"Are there any examples of once dominant internet marketplaces or classifieds which were successfully beaten and replaced by a cashed-up new entrant that significantly outspent the incumbent on marketing"  
[X Link](https://x.com/heartof_thesea/status/1776280802596114751)  2024-04-05T16:08Z [----] followers, 11.9K engagements


"Anyone have thoughts on Robert Half $RHI Seems like mid-teens mid-cycle FCF on a very clean balance sheet and crisp capital allocation"  
[X Link](https://x.com/heartof_thesea/status/1780015502846197979)  2024-04-15T23:29Z [----] followers, 12.8K engagements


"more $SCHW pain: In the last two years due to deposits outflowing and going to greener pastures Schwab's interest earning assets have declined by 31%. from 632B in Q1-22 to $437B in Q1-24 $SCHW painful https://t.co/hE5lEmRlUd $SCHW painful https://t.co/hE5lEmRlUd"  
[X Link](https://x.com/heartof_thesea/status/1780674041814147349)  2024-04-17T19:05Z [----] followers, [----] engagements


"Good q from $WAB. Raising [--] guided EPS to 22% above [--] EPS. Upswing continues due to aging rail infra/locos in North America and recovery in global mining capex"  
[X Link](https://x.com/heartof_thesea/status/1783111190769467441)  2024-04-24T12:30Z [----] followers, [----] engagements


"@willis_cap Iirc they've said 35% of the subscription index growth over past few yrs has been from price increases. So call it 3%-4% price"  
[X Link](https://x.com/heartof_thesea/status/1783136819539857642)  2024-04-24T14:12Z [----] followers, [----] engagements


"@willis_cap On the asset based fees fees as % of AUM are on a gradual decline bc the lower fee ETFs with more consolidated cust base (blk vanguar grow faster than active managed products and bc there is generally pressure on ETF fees which pressures their own take rate"  
[X Link](https://x.com/heartof_thesea/status/1783137326404685894)  2024-04-24T14:14Z [----] followers, [---] engagements


"The US railroads are one high quality industry where earnings power is materially lagging inflation. Using EBITDA Minus Interest Minus CapX as an approximation of FCF they've not grown cash flows while there's been 20%+ price inflation over this period. Are there any companies that have material opportunities for "catch-up to CPI" pricing For eg. due to longer-term fixed price sales agreements with clients that may now be renewing at much higher rates Are there any companies that have material opportunities for "catch-up to CPI" pricing For eg. due to longer-term fixed price sales agreements"  
[X Link](https://x.com/heartof_thesea/status/1783953116741681397)  2024-04-26T20:15Z [----] followers, 17.3K engagements


"Why don't telco towers have more pricing power or CPI linked contracts Are there any companies that have material opportunities for "catch-up to CPI" pricing For eg. due to longer-term fixed price sales agreements with clients that may now be renewing at much higher rates Are there any companies that have material opportunities for "catch-up to CPI" pricing For eg. due to longer-term fixed price sales agreements with clients that may now be renewing at much higher rates"  
[X Link](https://x.com/heartof_thesea/status/1783957277222871144)  2024-04-26T20:32Z [----] followers, [----] engagements


"$MAA and $PSA basically valued at trough post-GFC multiples. Issue is the post GFC trough is definitely above average and more like closer to the pre-GFC peak"  
[X Link](https://x.com/heartof_thesea/status/1785407718024454445)  2024-04-30T20:35Z [----] followers, [----] engagements


"If AON is saying the reason they're growing slower is bc of their focus on fortune [---] and lack of position in SMEs.then why is Marsh $MMC outgrowing them"  
[X Link](https://x.com/heartof_thesea/status/1786039819442725078)  2024-05-02T14:27Z [----] followers, [----] engagements


"@borrowed_ideas Wondering if you have any ideas. If AON is saying the reason they're growing slower than peers is bc of their focus on fortune [---] and lack of position in SMEs.then why is Marsh $MMC outgrowing them"  
[X Link](https://x.com/heartof_thesea/status/1786040009130144204)  2024-05-02T14:28Z [----] followers, [----] engagements


"@soonercapital nsit somehow from laggard to leader"  
[X Link](https://x.com/heartof_thesea/status/1786048617024721376)  2024-05-02T15:02Z [----] followers, [---] engagements


"@Mr_Neutral_Man @SliceTransverse Agreed with this. Lamar is an "old economy" advertising medium. Limits opportunity of multiple expansion / cap rate compression. But sunbelt apartments undoubtedly will be sexy again"  
[X Link](https://x.com/heartof_thesea/status/1786076076340314474)  2024-05-02T16:51Z [----] followers, [---] engagements


"the covid ecommerce boom.revenue almost 4x'd and operating cash flow more than tripled over past 5y and a negative -15% 5-yr return on $ETSY"  
[X Link](https://x.com/heartof_thesea/status/1786102238412255596)  2024-05-02T18:35Z [----] followers, [----] engagements


"After troughing in [----] at $70 of margin per treatment as $DVA was dealing with huge labour/volume issues related to COVID/inflation margin is back to $91. Was a great trade if you bought when inflation was squeezing their margin under the thesis they'd get it back. a double DaVita margin per dialysis treatment in 2011: $85 margin per dialysis treatment in 2021: $87 roughly 19% decrease in real terms DaVita margin per dialysis treatment in 2011: $85 margin per dialysis treatment in 2021: $87 roughly 19% decrease in real terms"  
[X Link](https://x.com/heartof_thesea/status/1786129788177916358)  2024-05-02T20:25Z [----] followers, [----] engagements


"@Mr_Neutral_Man @SliceTransverse q for u Mr.NM. How come $AMH with a portfolio in similar geographies but SFH instead of multifam is seeing 7% NOI growth and 5.5% rent growth vs. MAA being flattish on rent and negative on NOI"  
[X Link](https://x.com/heartof_thesea/status/1786131754656370711)  2024-05-02T20:32Z [----] followers, [---] engagements


"@Mr_Neutral_Man @SliceTransverse guessing it's two very distinct markets the single 20s-30s renter vs. the buy vs. rent 30-40s couple with 1-2 kids (much more continuing shortage in SFH)"  
[X Link](https://x.com/heartof_thesea/status/1786133088042426756)  2024-05-02T20:38Z [----] followers, [---] engagements


"If I understand it correctly $PSA mgmt saying industry new supply construction coming down and tough to make it work with delays/inflation/higher rates.and yet confident that their own development team can still earn 8% NOI yield on new builds. tough to square both of those"  
[X Link](https://x.com/heartof_thesea/status/1786523875330691327)  2024-05-03T22:30Z [----] followers, [----] engagements


"Perplexing on $kmx.why doesn't their GPU adjust upwards naturally when there is inflation Like why is GPU $ FLAT Kind of amazing given degradation in results and same store performance that $KMX trades at 20X+ PE. Kind of amazing given degradation in results and same store performance that $KMX trades at 20X+ PE"  
[X Link](https://x.com/heartof_thesea/status/1787998233886634494)  2024-05-08T00:09Z [----] followers, [----] engagements


"know nothing about these companies but how come Cardinal $CAH and McKesson $MCK have this kind of growth guidance and trade at 16x-18x FCF"  
[X Link](https://x.com/heartof_thesea/status/1788262726403301796)  2024-05-08T17:40Z [----] followers, [----] engagements


"Since this tweet Hermes' market cap has grown and is 68% larger than $PM. (stock performance below) And PM's FCF has declined by 10% (no longer exceeds Hermes' revenue). Hermes' revenue is now 50% larger than PM's FCF. Hermes and Philip Morris have the same market cap and PM's FCF is larger than Hermes' revenues lol Hermes and Philip Morris have the same market cap and PM's FCF is larger than Hermes' revenues lol"  
[X Link](https://x.com/heartof_thesea/status/1790473952436916554)  2024-05-14T20:07Z [----] followers, 19.6K engagements


"My psychological long book doing amazing"  
[X Link](https://x.com/heartof_thesea/status/1797681294538871040)  2024-06-03T17:26Z [----] followers, [----] engagements


"y does vail $MTN suck"  
[X Link](https://x.com/heartof_thesea/status/1798811878300234022)  2024-06-06T20:19Z [----] followers, [----] engagements


"$SSNC SS&C has spent $14.5B over the last decade on M&A and market cap is up $13B over that period while EV is up $19B does not seem like a great value add"  
[X Link](https://x.com/heartof_thesea/status/1799495263599382578)  2024-06-08T17:34Z [----] followers, 15.1K engagements


"and their last major M&A deal was a money losing company very different from their historical deals. Maybe straying from their core as software deals got more expensive and rates were low"  
[X Link](https://x.com/heartof_thesea/status/1799496058684272964)  2024-06-08T17:37Z [----] followers, [---] engagements


"maybe what would be most rational at this point in SS&C's life cycle would be to just milk existing assets increase margins and buy back stock but I doubt the current mgmt team can pivot from their stock comp heavy debt heavy deal junkie M.O"  
[X Link](https://x.com/heartof_thesea/status/1799496478089486576)  2024-06-08T17:39Z [----] followers, [---] engagements


"e.g. CSU spent $8B on M&A since [----] and CSU's market cap (not even counting spin offs) is $81B (All $ CAD)"  
[X Link](https://x.com/heartof_thesea/status/1799497014415098196)  2024-06-08T17:41Z [----] followers, [----] engagements


"they told me $UNH was a compounder.they told me it had flywheels. https://t.co/eCa05wdHPY https://t.co/eCa05wdHPY"  
[X Link](https://x.com/heartof_thesea/status/1800891633959137374)  2024-06-12T14:03Z [----] followers, [----] engagements


"I dunno what any of this shit means. I'm so cooked. I've become boomer. Spent the morning reading about grocery anchored REITs/comparing dividends. 😂😂 "Dell CEO Michael Dell has announced a partnership with Nvidia to build an "AI Factory" to power "Grok" for Elon Musk's xAI" "Dell CEO Michael Dell has announced a partnership with Nvidia to build an "AI Factory" to power "Grok" for Elon Musk's xAI""  
[X Link](https://x.com/heartof_thesea/status/1803806263504961708)  2024-06-20T15:05Z [----] followers, [----] engagements


"on behalf of BoozAllen shareholders thank you bill clinton 🙏 Oh https://t.co/MJT4sMPHU5 Oh https://t.co/MJT4sMPHU5"  
[X Link](https://x.com/heartof_thesea/status/1804549039171514650)  2024-06-22T16:16Z [----] followers, [----] engagements


"@PythiaR @InformedByIan How does $IFC manage to do better"  
[X Link](https://x.com/heartof_thesea/status/1805261841771167881)  2024-06-24T15:28Z [----] followers, [---] engagements


""There are now more than [----] single family offices funds that manage a familys wealth in Singapore compared with [--] in 2018.""  
[X Link](https://x.com/heartof_thesea/status/1808493337839652865)  2024-07-03T13:29Z [----] followers, [----] engagements


"Which U.S. companies would benefit from a return in mortgage refinancings I'll start with two obvious tickers: $ITIC and $FNF"  
[X Link](https://x.com/heartof_thesea/status/1809702422446485603)  2024-07-06T21:34Z [----] followers, [----] engagements


"$UNH https://www.wsj.com/health/healthcare/medicare-health-insurance-diagnosis-payments-b4d99a5dmod=mhp https://www.wsj.com/health/healthcare/medicare-health-insurance-diagnosis-payments-b4d99a5dmod=mhp"  
[X Link](https://x.com/heartof_thesea/status/1810636961855447087)  2024-07-09T11:27Z [----] followers, [---] engagements


"XN LP / Kapadia killed it on $GE. Based on their 13F starting buying in [----] and made it their #2 position by end of [----] and then bought calls sometime in Q1 2024"  
[X Link](https://x.com/heartof_thesea/status/1810766718614262192)  2024-07-09T20:03Z [----] followers, [----] engagements


"@lhamtil Yea I think that's it"  
[X Link](https://x.com/heartof_thesea/status/1810859110025359633)  2024-07-10T02:10Z [----] followers, [---] engagements


"since the start of [----] the rail industry has had volume declines of 2.1%/yr (10% cumulative)"  
[X Link](https://x.com/heartof_thesea/status/1811112557484134417)  2024-07-10T18:57Z [----] followers, [----] engagements


"wtf didn't the chinese gov't shut these tutoring companies down EDU on the way to breakeven if you bought precovid and had an iron stomach. Poster child of poor implementation of regulations I wont go into the merits or warnings everyone will have their views. It costed usd30bn of market cap to EDU but probably 3tr to the Chinese market. https://t.co/cLkDGbWRxF EDU on the way to breakeven if you bought precovid and had an iron stomach. Poster child of poor implementation of regulations I wont go into the merits or warnings everyone will have their views. It costed usd30bn of market cap to EDU"  
[X Link](https://x.com/heartof_thesea/status/1811406175168037351)  2024-07-11T14:24Z [----] followers, [----] engagements


"@SleepwellCap @willis_cap these mofos can't offset mfkn glass prices"  
[X Link](https://x.com/heartof_thesea/status/1813218125686456557)  2024-07-16T14:24Z [----] followers, [---] engagements


"@willis_cap damn a beer company with 44% operating margins is(was) absolutely insane"  
[X Link](https://x.com/heartof_thesea/status/1813218751354954095)  2024-07-16T14:26Z [----] followers, [---] engagements


"Brutal https://www.sandofsky.com/lambda-school/ https://www.sandofsky.com/lambda-school/"  
[X Link](https://x.com/heartof_thesea/status/1813967648155136498)  2024-07-18T16:02Z [----] followers, [----] engagements


"$PM with another 11% constant currency negative 2% USD quarter lol"  
[X Link](https://x.com/heartof_thesea/status/1815739462178971820)  2024-07-23T13:23Z [----] followers, 15K engagements


"Why has the number of private jet deliveries since 2004-2005 been flat whereas other "luxury" big ticket categories such as art or homes $10M have done well since then"  
[X Link](https://x.com/heartof_thesea/status/1816127740560769262)  2024-07-24T15:06Z [----] followers, 13.1K engagements


"@rmbtrader flat ex aerojet rocketdyne right"  
[X Link](https://x.com/heartof_thesea/status/1816568247933641123)  2024-07-25T20:16Z [----] followers, [---] engagements


"Why did Spirit Airlines not have the same success as a ULCC in the States that Ryanair had in Europe or that Southwest had in its heyday as an LCC in the US"  
[X Link](https://x.com/heartof_thesea/status/1816927276337893768)  2024-07-26T20:03Z [----] followers, [----] engagements


"@willis_cap @SliceTransverse Reminds me $BK. Some industrials and financials have as much of a gap between true earnings and non-GAAP abuses as any saas biz. https://x.com/heartof_thesea/status/1715068846170677299 @PythiaR Mike Mayo Q4 Call w/ Bank of NY Mellon: "Robin but when it comes to notable items or onetime items you had some this quarter but if you look over a decade your notable items add up to $3.5 billion. That's almost a year's worth of earnings." https://x.com/heartof_thesea/status/1715068846170677299 @PythiaR Mike Mayo Q4 Call w/ Bank of NY Mellon: "Robin but when it comes to"  
[X Link](https://x.com/heartof_thesea/status/1816969625852121279)  2024-07-26T22:51Z [----] followers, [---] engagements


"In contrast to the new equipment market continuing to decline Otis' installed base of serviced elevators and repair/mod revenue in China is increasing at rapid clip as their infra ages and gets more professionalized"  
[X Link](https://x.com/heartof_thesea/status/1821998621224833085)  2024-08-09T19:54Z [----] followers, [----] engagements


"@themagicbakery very cool didn't know it was public"  
[X Link](https://x.com/heartof_thesea/status/1822013389272707351)  2024-08-09T20:53Z [----] followers, [---] engagements


"@SleepwellCap CEO is v v aggressive team Clarke first price competition in fleet cards + chasing growth/terminal value certainty in a capital intensive fashion Brazil always a"  
[X Link](https://x.com/heartof_thesea/status/1823420124310954327)  2024-08-13T18:03Z [----] followers, [---] engagements


"lol pretty wild that sprout farmer's market $SFM did exactly nothing for a decade post-IPO and then the stock proceeded to go up 150% in [--] months"  
[X Link](https://x.com/heartof_thesea/status/1827071300399198340)  2024-08-23T19:51Z [----] followers, [----] engagements


"Kudos to whoever picked up some $maa at close to a 7% fcf yield. Risk-adjusted a solid decision. Stock went from like a 13-15 yr low multiple to reasonably priced in [--] months"  
[X Link](https://x.com/heartof_thesea/status/1827075979728023575)  2024-08-23T20:10Z [----] followers, [----] engagements


"@petermuffinman yes. really what i meant is are the yoga blondes still aspiring after lululemon guess not so much"  
[X Link](https://x.com/heartof_thesea/status/1829257714788442562)  2024-08-29T20:39Z [----] followers, [--] engagements


"@colarion Being serious or hyperbolic Aren't they a top [--] bank in the US"  
[X Link](https://x.com/heartof_thesea/status/1829909230943682849)  2024-08-31T15:48Z [----] followers, [---] engagements


"airbus has all the theoretical plus points: -improving moat (vs. boeing) in duopoly with v high barriers to entry -clean balance sheet -supply constrained -selling to fragmented customer base but then you discover the fcf conversion is like 12% and it's a euro employment scheme"  
[X Link](https://x.com/heartof_thesea/status/1831069917958787148)  2024-09-03T20:41Z [----] followers, 16.5K engagements


"how are dollar tree margins so much higher than peers $DLTR made $DG's disastrous results look a bit better. But it also made $WMT appear even moreimpressive. https://t.co/s4xmLgl9O2 $DLTR made $DG's disastrous results look a bit better. But it also made $WMT appear even moreimpressive. https://t.co/s4xmLgl9O2"  
[X Link](https://x.com/heartof_thesea/status/1831331055686611330)  2024-09-04T13:58Z [----] followers, [----] engagements


"Sales per square foot: Target - $450 Wal-Mart - $630 Costco - $2000 Dollar General - $265"  
[X Link](https://x.com/heartof_thesea/status/1831724223040987293)  2024-09-05T16:01Z [----] followers, [----] engagements


"in an extremely high productivity economy like the US it should become harder and harder for low productivity businesses that cannot invest as much in labour and technology to keep thriving"  
[X Link](https://x.com/heartof_thesea/status/1831724860763930691)  2024-09-05T16:03Z [----] followers, [----] engagements


"can anyone give the tldr on why family dollar has failed at least advance auto parts still makes a profit.this thing basically zero'd $FDO ten years ago had 10B in sales 3.6B in gross profit and 700M in EBIT. Now 14B sales 3.3B GP and negative EBIT. Why did Family Dollar fail $FDO ten years ago had 10B in sales 3.6B in gross profit and 700M in EBIT. Now 14B sales 3.3B GP and negative EBIT. Why did Family Dollar fail"  
[X Link](https://x.com/heartof_thesea/status/1831790166387855581)  2024-09-05T20:23Z [----] followers, [----] engagements


"like one thing for dollar stores seems clear it's not mostly a top line or store-traffic issue. These businesses are getting destroyed by cost inflation and collapsing margins even while traffic into the stores and revenue growth remains positive"  
[X Link](https://x.com/heartof_thesea/status/1831791051457343495)  2024-09-05T20:26Z [----] followers, [---] engagements


"Are bigger more "real" companies doing this Why is it always some junky ass new fintech with a negative 50% margin Klarna just shut down Salesforce and Workday and replaced it with a simpler tech stack created by AI As AI engineers become prolific you can create custom applications that are 10x cheaper to run than these SaaS applications. Klarna just shut down Salesforce and Workday and replaced it with a simpler tech stack created by AI As AI engineers become prolific you can create custom applications that are 10x cheaper to run than these SaaS applications"  
[X Link](https://x.com/heartof_thesea/status/1833927950376559020)  2024-09-11T17:57Z [----] followers, [----] engagements


"$HI What happened to the "Hillenbrand Operating Model""  
[X Link](https://x.com/heartof_thesea/status/1833945478675005778)  2024-09-11T19:07Z [----] followers, [----] engagements


"@TSOH_Investing quote: non-consumable sales per store at $DG are down vs. [--] or [--] years ago on a nominal basis"  
[X Link](https://x.com/heartof_thesea/status/1834308885303185778)  2024-09-12T19:11Z [----] followers, [----] engagements


"$DG https://www.youtube.com/watchv=_U94nkKT85Q https://www.youtube.com/watchv=_U94nkKT85Q"  
[X Link](https://x.com/heartof_thesea/status/1834310210304766220)  2024-09-12T19:16Z [----] followers, [---] engagements


""prime office rents across Hong Kong have dropped by nearly [--] per cent from their peak in [----] and government figures show vacancy rates at a record high of [--] per cent" https://www.ft.com/content/884cc30c-5326-4db5-ba0c-bf9f1572234f https://www.ft.com/content/884cc30c-5326-4db5-ba0c-bf9f1572234f"  
[X Link](https://x.com/heartof_thesea/status/1834335046007660819)  2024-09-12T20:55Z [----] followers, [---] engagements


"$orcl always beats $SPY Oracle Starting on IPO (Mar [--] 1986) 1986-1996: 50% CAGR 1996-2006: 13.5% CAGR 2006-2016: 12.5% CAGR 2016-Today: 19% CAGR 23.3% CAGR since inception for [--] years [--] dollar into [----]. Outperform in every period. Oracle Starting on IPO (Mar [--] 1986) 1986-1996: 50% CAGR 1996-2006: 13.5% CAGR 2006-2016: 12.5% CAGR 2016-Today: 19% CAGR 23.3% CAGR since inception for [--] years [--] dollar into [----]. Outperform in every period"  
[X Link](https://x.com/heartof_thesea/status/1835741629384143044)  2024-09-16T18:04Z [----] followers, [----] engagements


"who knew a bull market in yachts"  
[X Link](https://x.com/heartof_thesea/status/1837558627961340227)  2024-09-21T18:24Z [----] followers, 34.6K engagements


"NVR's cash flow stmt doesn't look like this at all"  
[X Link](https://x.com/heartof_thesea/status/1843749411224215563)  2024-10-08T20:24Z [----] followers, 11.2K engagements


"why does Brown Forman trade at a premium to Diageo / Pernod Ricard / Remy"  
[X Link](https://x.com/heartof_thesea/status/1844041269728924111)  2024-10-09T15:44Z [----] followers, [----] engagements


"wonder if dan juran comes back into $PM"  
[X Link](https://x.com/heartof_thesea/status/1848806276719120523)  2024-10-22T19:19Z [----] followers, [---] engagements


"h/t 🔒🔒 holy eff NY Office Lives $SLG"  
[X Link](https://x.com/heartof_thesea/status/1849599022215893106)  2024-10-24T23:49Z [----] followers, [----] engagements


""combined merchandise and intermodal revenue excluding fuel has grown by at least 3% for [--] consecutive quarters including 5% growth in the most recent quarter." $CSX"  
[X Link](https://x.com/heartof_thesea/status/1850929760676794468)  2024-10-28T15:56Z [----] followers, [---] engagements


"Unfortunately I couldn't really figure out with confidence the competitive advantage that $ATMU had/has but the valuation/opportunity was clearly compelling. Stock +88% since my attempt :/ From online truck operators forum: "Filters account for roughly 1% of the total operating cost of a piece of machinery or vehicle spend the extra few bucks and get the better quality one it will save you in the long run" $ATMU From online truck operators forum: "Filters account for roughly 1% of the total operating cost of a piece of machinery or vehicle spend the extra few bucks and get the better quality"  
[X Link](https://x.com/heartof_thesea/status/1855003938979770604)  2024-11-08T21:46Z [----] followers, [----] engagements


"@GuyTobacco I believe in partnership with $TPB"  
[X Link](https://x.com/heartof_thesea/status/1855457727180398903)  2024-11-10T03:49Z [----] followers, [---] engagements


"@breadcrumbsre but this is after growth capex right would be like WMT in 1980s or constellation software now technically trading at infinity multiples bc there isn't really any FCF after growth investments"  
[X Link](https://x.com/heartof_thesea/status/1856736962046013739)  2024-11-13T16:32Z [----] followers, [---] engagements


"any good write ups of Barry Callebaut"  
[X Link](https://x.com/heartof_thesea/status/1857466754466791842)  2024-11-15T16:52Z [----] followers, [----] engagements


"isn't this bank IPO at peak earnings peak deposits and peak NIM deposits almost certainly going to decline 30%-35% now that election is done and if FFR is also at a peak ROE will be heading HSD% to 10%. Worth much more than book value Gator Capital on Chain Bridge Bancorp $CBNA US Thesis: CBNA's unique political clientele high returns and zero credit risk make it a compelling play in the regional banking sector with acquisition potential. (Extract from their Q3 letter link to the analysis in SAC#64) https://t.co/kj1waXWZKJ Gator Capital on Chain Bridge Bancorp $CBNA US Thesis: CBNA's unique"  
[X Link](https://x.com/heartof_thesea/status/1857492050809360431)  2024-11-15T18:33Z [----] followers, [----] engagements


"$EFX Verifier segment"  
[X Link](https://x.com/heartof_thesea/status/1857523603568316745)  2024-11-15T20:38Z [----] followers, [----] engagements


"mother $FICO https://www.housingwire.com/articles/its-official-fico-raises-score-price-for-mortgage-firms-to-4-95/ https://www.housingwire.com/articles/its-official-fico-raises-score-price-for-mortgage-firms-to-4-95/"  
[X Link](https://x.com/heartof_thesea/status/1857528096905203961)  2024-11-15T20:56Z [----] followers, 17.5K engagements


"price of the brick going up 40% mother $FICO https://t.co/XeaFQmt3Q5 https://t.co/Uu4R5nqyQt mother $FICO https://t.co/XeaFQmt3Q5 https://t.co/Uu4R5nqyQt"  
[X Link](https://x.com/heartof_thesea/status/1857528881852391547)  2024-11-15T20:59Z [----] followers, 15.7K engagements


"Lighting a candle to Tom Russo"  
[X Link](https://x.com/heartof_thesea/status/1858909075943145638)  2024-11-19T16:23Z [----] followers, 14.6K engagements


"Why is Copenhagen Airport so much more expensive than other euro airports wut the"  
[X Link](https://x.com/heartof_thesea/status/1859631203302678888)  2024-11-21T16:13Z [----] followers, [----] engagements


"@atelicinvest @ClarkSquareCap Do you hedge the currency Why/why not"  
[X Link](https://x.com/heartof_thesea/status/1867403419264090375)  2024-12-13T02:57Z [----] followers, [---] engagements


"@psyopcapital Imagine buying the distributor when you can own the actual branded cocaine with big dividend / super liquidity $PM Like if buffett had the insight on soft drinks and went all in on bottlers"  
[X Link](https://x.com/heartof_thesea/status/1868702786885734541)  2024-12-16T17:00Z [----] followers, [---] engagements


"@turtlebay_io @atelicinvest @Monopolist91 @stockthoughts81 Interesting: Seems like lawsuit settlement was worse than mkt expected but eventually stock recovered and $mo bought it in [----] for $69.50/share. https://www.wsj.com/articles/SB954352065917766231 https://www.wsj.com/articles/SB954352065917766231"  
[X Link](https://x.com/heartof_thesea/status/1875328980339060784)  2025-01-03T23:50Z [----] followers, [---] engagements


"Are IT VARs' stocks down a lot bc of a fundamental change in growth rates and margins or is it just a cyclical slowdown in hsrdware spending $CDW $CCC.LN $NSIT"  
[X Link](https://x.com/heartof_thesea/status/1876033908791480715)  2025-01-05T22:31Z [----] followers, 11K engagements


"Pretty wild that $HSY ntm eps estimates went from $10/share in beginning of [----] to now $6"  
[X Link](https://x.com/heartof_thesea/status/1887901254342369416)  2025-02-07T16:28Z [----] followers, [----] engagements


"How come only Robertet beat the S&P over the last decade of all the flavours/fragrances businesses And what the heck is going on with Treatt"  
[X Link](https://x.com/heartof_thesea/status/1904896863230210108)  2025-03-26T14:02Z [----] followers, [----] engagements


"@ErnestWongBWM When it comes to trades of assets - $FIS mgmt"  
[X Link](https://x.com/heartof_thesea/status/1914395205199106496)  2025-04-21T19:05Z [----] followers, [---] engagements


"What's the best case scenario of how a combined COF-DFS can leverage the discover payment network $cof $dfs"  
[X Link](https://x.com/heartof_thesea/status/1914426378625204614)  2025-04-21T21:09Z [----] followers, [----] engagements


"Ferrovial's toll roads are money printers"  
[X Link](https://x.com/heartof_thesea/status/1919836770838925429)  2025-05-06T19:28Z [----] followers, 17.8K engagements


"407 ETR revenue growth vs. Canadian GDP growth:"  
[X Link](https://x.com/heartof_thesea/status/1919843153374298374)  2025-05-06T19:54Z [----] followers, [----] engagements


"Pool ended up earning $18/share in [----] in the peak of the boom. Now [----] guidance is for $11.40 Much more reasonable from the [--] bucks in [----]. Pool Corp made about $6.20/share normalized in [----]. Their guidance is for $14 of EPS in [----]. What's going on in the remodel/reno market is wild rn. Pool Corp made about $6.20/share normalized in [----]. Their guidance is for $14 of EPS in [----]. What's going on in the remodel/reno market is wild rn"  
[X Link](https://x.com/heartof_thesea/status/1923032797670723919)  2025-05-15T15:08Z [----] followers, [----] engagements


"7% annual total return since before COVID"  
[X Link](https://x.com/heartof_thesea/status/1923033586447356068)  2025-05-15T15:11Z [----] followers, [---] engagements


"rolling 5-yr total return CAGR $IBM"  
[X Link](https://x.com/heartof_thesea/status/1923036520241361330)  2025-05-15T15:23Z [----] followers, [--] engagements


"why is the financial performance of lvmh in china vs. kweichow moutai so different"  
[X Link](https://x.com/heartof_thesea/status/1929976308202701006)  2025-06-03T18:59Z [----] followers, [----] engagements


"$JKHY vs. $SPY - last [--] years A great business that started off too expensive and might still just be a tad too expensive"  
[X Link](https://x.com/heartof_thesea/status/1954959967795945615)  2025-08-11T17:35Z [----] followers, [----] engagements


"Is $FCNCA too big of a bank now to ever be able to pull off anything meaningfully value-creating in the future Have they reached the end of the line for their distressed investing strategy"  
[X Link](https://x.com/heartof_thesea/status/1955328813807591683)  2025-08-12T18:01Z [----] followers, [----] engagements


"@OurBank3 maybe brother collins wants to upgrade his pad lol. now that michael douglas and catherine zeta-jones are sellers: https://www.royalgazette.com/general/news/article/20250121/hollywood-couples-warwick-estate-hits-the-market/#::text=The%20listing%20on%20Rego's%20website%20says:%20%E2%80%9CLongfordhome%20of%20Michael%20Douglas%20and%20Catherine%20Zeta%2DJones"  
[X Link](https://x.com/heartof_thesea/status/1955663872737857774)  2025-08-13T16:12Z [----] followers, [---] engagements


"@akhivae Compounding over a very long life can lead to high assets without one really aiming to accumulate a ton. Indian stock market has generally done very well over time - if he has had 30+ years of compound growth a smallish amount can become quite large"  
[X Link](https://x.com/heartof_thesea/status/1958546057370972475)  2025-08-21T15:05Z [----] followers, [---] engagements

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