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[@bmb21](/creator/twitter/bmb21)
"Some thoughts on $BBWI $CROX and $EWCZ - all three trading at teens FCF yields and retiring shares quickly. Think debt situation is manageable on each. Yes maybe we see retail recession but long-term in DCF it's 1-2 years of earnings"  
[X Link](https://x.com/bmb21/status/1977718459493470383) [@bmb21](/creator/x/bmb21) 2025-10-13T12:49Z XXX followers, XXX engagements


"Discounts exist for reasons but $MLCI is going to tender shares at XX% premium to where the stock trades today ($9.43 v. $7.56). At 13m shares market cap is $98m and tender is for $25m. TURN proceeds I'd think are $40m. If it's cheap for a reason I want to know the reason(s)"  
[X Link](https://x.com/bmb21/status/1978548184797315548) [@bmb21](/creator/x/bmb21) 2025-10-15T19:47Z XXX followers, XXX engagements


"I think $WSC trades cheap for many reasons - failed merger with McGrath w/ big breakup fee utilization trending down for several years fears of construction recession leverage. However it's a teens FCF yield good record of buybacks has activist pressure and new CEO (PE background) is incentivized to sell to PE. Modular space leasing is an oligopoly industry which is why the FTC blocked the McGrath deal. Long term guide pops out when you see the multiple it's trading at - 45-50% EBITDA margins and 15-20% ROIC"  
[X Link](https://x.com/bmb21/status/1975998766923612208) [@bmb21](/creator/x/bmb21) 2025-10-08T18:56Z XXX followers, XXX engagements


"$MGM now getting $100m this year from BetMGM and quarterly distributions going forward. BetMGM guided up to $200m in EBITDA capex YTD is $29m; release says EBITDA - capex will go to parents (50% Entain XX% MGM). $100m/y earnings stream IMO is worth at least $1bn of market cap"  
[X Link](https://x.com/bmb21/status/1978143525662318721) [@bmb21](/creator/x/bmb21) 2025-10-14T16:59Z XXX followers, XXX engagements


"On $EWCZ - XX% FCF yield with XX% of market cap in cash and no refinancing risk in next decade. Great brand with SaaS-like recurring biz capex lite ($1m/y) and new CEO where XX% of incentive comp is double todays price. Paid post but will gift sub to those interested"  
[X Link](https://x.com/bmb21/status/1978849247286956249) [@bmb21](/creator/x/bmb21) 2025-10-16T15:43Z XXX followers, XXX engagements


"$WSC extends revolver by three years and gets $5m of annual savings on interest expense. Definitely makes it a little more attractive to PE"  
[X Link](https://x.com/bmb21/status/1979184060434911317) [@bmb21](/creator/x/bmb21) 2025-10-17T13:53Z XXX followers, XXX engagements