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[@zeroxpectation](/creator/twitter/zeroxpectation)
"$CSU goodwill XX% of assets 5y past cagr XX% 3y forward cagr 15-20% 6x sales $TYL goodwill XX% of assets 5y past cagr XX% 3Y forward cagr HSD 12x sales Pick your poison wisely. Not an investment advice"  
![@zeroxpectation Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::837442232235929600.png) [@zeroxpectation](/creator/x/zeroxpectation) on [X](/post/tweet/1945199557752840490) 2025-07-15 19:11:29 UTC XXX followers, XXX engagements


"$CSU ML is comfortable with operating groups taking on financial leverage even for dividend recaps if it serves shareholders because $CSU acts as the "lender of last resort" & can underwrite the risk. He's open to mgmt teams taking higher risks to create significant wealth"  
![@zeroxpectation Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::837442232235929600.png) [@zeroxpectation](/creator/x/zeroxpectation) on [X](/post/tweet/1942764344347111902) 2025-07-09 01:54:49 UTC XXX followers, XXX engagements


"An underappreciated tax benefit of a concentrated portfolio: flexibility in tax-loss/gain harvesting by selecting specific lots for sale. The more diversified a portfolio is the fewer cost bases per position thus fewer tax lots to optimize limiting tax planning flexibility"  
![@zeroxpectation Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::837442232235929600.png) [@zeroxpectation](/creator/x/zeroxpectation) on [X](/post/tweet/1945945886233903253) 2025-07-17 20:37:07 UTC XXX followers, XXX engagements


"@Luce_On_TSLA How do you view $CHAs management credibility I find it hard to assess. The stock could gain if sentiment shifts and capital flows into overlooked nameseven without strong shareholder returnsbut I wont bet on that alone. Any insights on their management style or philosophy"  
![@zeroxpectation Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::837442232235929600.png) [@zeroxpectation](/creator/x/zeroxpectation) on [X](/post/tweet/1946322789088293240) 2025-07-18 21:34:48 UTC XXX followers, XX engagements


"@patrick_oshag $LMT - Prophets of War: Lockheed Martin and the Making of the Military-Industrial Complex"  
![@zeroxpectation Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::837442232235929600.png) [@zeroxpectation](/creator/x/zeroxpectation) on [X](/post/tweet/1946736132513046723) 2025-07-20 00:57:17 UTC XXX followers, XX engagements


"@Luce_On_TSLA Considering $CHA low capital expenditure needs & rising cash pile this stock could fly IF they initiate an aggressive buyback plan Investors dont like cash hoarders"  
![@zeroxpectation Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::837442232235929600.png) [@zeroxpectation](/creator/x/zeroxpectation) on [X](/post/tweet/1946283903498723456) 2025-07-18 19:00:17 UTC XXX followers, XX engagements


"$ATD $5401 Side note: convenience stores are seen as key infrastructure due to their support role during natural disasters in Japan"  
![@zeroxpectation Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::837442232235929600.png) [@zeroxpectation](/creator/x/zeroxpectation) on [X](/post/tweet/1945686356967260624) 2025-07-17 03:25:51 UTC XXX followers, XXX engagements


"Example: Buy XXX shares @ $XXX Buy XXX @ $XX Buy XXX @ $XXX Sell XXX @ $XXX You can sell the lot purchased at $XXX realizing a $XX per-share gain instead of average cost gain of $XX (based on average cost of $100). This reduces your taxable capital gain"  
![@zeroxpectation Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::837442232235929600.png) [@zeroxpectation](/creator/x/zeroxpectation) on [X](/post/tweet/1945946411864105079) 2025-07-17 20:39:13 UTC XXX followers, XXX engagements


"@SnippetFinance @coatuemgmt I wonder what else can beat ChatGPTs adoption rate in the future"  
![@zeroxpectation Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::837442232235929600.png) [@zeroxpectation](/creator/x/zeroxpectation) on [X](/post/tweet/1945518327398629885) 2025-07-16 16:18:09 UTC XXX followers, XX engagements


"Key distinctions $ACN global reach strategy+tech+design big enterprises peers: McKinsey Big4 fast-moving centralized $GIB Canada & Europe centric traditional IT outsourcing govt regulated sectors peers: IBM regional IT firms conservative decentralized"  
![@zeroxpectation Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::837442232235929600.png) [@zeroxpectation](/creator/x/zeroxpectation) on [X](/post/tweet/1941245391317631148) 2025-07-04 21:19:02 UTC XXX followers, XXX engagements


"How big is the crypto market today How far can it go X% of global GDP X% of global bond market X% of global equity market X% of global real estate market XX% of global gold market value (above-ground reserves) 33x of global diamond market 7x of global art asset value"  
![@zeroxpectation Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::837442232235929600.png) [@zeroxpectation](/creator/x/zeroxpectation) on [X](/post/tweet/1945879092223750311) 2025-07-17 16:11:42 UTC XXX followers, XX engagements


"$CSU Mark Leonard: I was thinking of trying to recruit Greg Abel but since the $BRK announcement less likely to pull that off"  
![@zeroxpectation Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::837442232235929600.png) [@zeroxpectation](/creator/x/zeroxpectation) on [X](/post/tweet/1942714624119599509) 2025-07-08 22:37:14 UTC XXX followers, XXX engagements


"In 2014 Akre clearly had a more bullish valuation view on $CSU than Mark Leonard did back"  
![@zeroxpectation Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::837442232235929600.png) [@zeroxpectation](/creator/x/zeroxpectation) on [X](/post/tweet/1946004271419552184) 2025-07-18 00:29:07 UTC XXX followers, XXX engagements


"I'm not sure what valuation method Akre used to determine that $CSU was attractively priced. In June 2014 $CSU was trading at 4.5x Sales (6.5x today)not exactly a screaming buy by traditional valuation standards. Does anyone know how Akre typically approaches stock valuation"  
![@zeroxpectation Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::837442232235929600.png) [@zeroxpectation](/creator/x/zeroxpectation) on [X](/post/tweet/1945949237457604974) 2025-07-17 20:50:26 UTC XXX followers, 2129 engagements


"@RedshirtInsight $ATD is likely going to pop tomorrow especially if they announce the resumption of their share buybacks"  
![@zeroxpectation Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::837442232235929600.png) [@zeroxpectation](/creator/x/zeroxpectation) on [X](/post/tweet/1945659692895928425) 2025-07-17 01:39:54 UTC XXX followers, XXX engagements


"Is $PGHN a swiss $BN mkt cap: $36b vs $100b bvs cagr past 10y: X% vs X% ev/ebitda: 22x vs 26x equity/debt: 0.9x vs 1.5x ROA: XX% vs X% insider ownership: XX% vs XX% $PGHN outperformed $BN since XX. But $BN valuation multiples expanded more than $PGHN in recent years"  
![@zeroxpectation Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::837442232235929600.png) [@zeroxpectation](/creator/x/zeroxpectation) on [X](/post/tweet/1945955710988365897) 2025-07-17 21:16:10 UTC XXX followers, XXX engagements


"$CSU Mark Leonard takes a nuanced and cautious stance on share buybacksemphasizing ethics timing and alignment with intrinsic value. While $BRK Warren Buffett shares a similar perspective MLs approach is notably more philosophical and introspective"  
![@zeroxpectation Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::837442232235929600.png) [@zeroxpectation](/creator/x/zeroxpectation) on [X](/post/tweet/1942677484987932999) 2025-07-08 20:09:40 UTC XXX followers, XXX engagements


"Who has the lowest productivity Thats likely where most of the job cuts will come from. $AMZN $NVDA $META $MSFT $GOOG $AAPL $TCEHY $SSNLF $TSM $SAP $AMZN"  
![@zeroxpectation Avatar](https://lunarcrush.com/gi/w:16/cr:twitter::837442232235929600.png) [@zeroxpectation](/creator/x/zeroxpectation) on [X](/post/tweet/1935871877626712098) 2025-06-20 01:26:37 UTC XXX followers, XXX engagements