# ![@DheerajNam Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1709643585262325760.png) @DheerajNam Dheeraj

Dheeraj posts on X about stocks, money, market cap, $rgs the most. They currently have [------] followers and [---] posts still getting attention that total [-------] engagements in the last [--] hours.

### Engagements: [-------] [#](/creator/twitter::1709643585262325760/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1709643585262325760/c:line/m:interactions.svg)

- [--] Week [-------] +15,328%
- [--] Month [-------] +7,028%
- [--] Months [-------] +645%
- [--] Year [---------] +257%

### Mentions: [--] [#](/creator/twitter::1709643585262325760/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1709643585262325760/c:line/m:posts_active.svg)

- [--] Months [---] -20%
- [--] Year [---] -32%

### Followers: [------] [#](/creator/twitter::1709643585262325760/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1709643585262325760/c:line/m:followers.svg)

- [--] Week [-----] +0.38%
- [--] Month [-----] +2.50%
- [--] Months [-----] +8.20%
- [--] Year [-----] +40%

### CreatorRank: [---------] [#](/creator/twitter::1709643585262325760/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1709643585262325760/c:line/m:influencer_rank.svg)

### Social Influence

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

**Social topic influence**
[stocks](/topic/stocks), [money](/topic/money), [market cap](/topic/market-cap), [$rgs](/topic/$rgs), [debt](/topic/debt), [investment](/topic/investment), [$foa](/topic/$foa), [$mfi](/topic/$mfi), [$pws](/topic/$pws), [$betr](/topic/$betr)

**Top accounts mentioned or mentioned by**
[@sfarringtonbkc](/creator/undefined) [@mike10947310](/creator/undefined) [@uzocapital](/creator/undefined) [@ragnarisapirate](/creator/undefined) [@shravanrayhaan](/creator/undefined) [@mabiverse123](/creator/undefined) [@blondesnmoney](/creator/undefined) [@mohnishpabrai](/creator/undefined) [@thestockeffect](/creator/undefined) [@chaoticsalsa](/creator/undefined) [@leevalueroach](/creator/undefined) [@chasericker3](/creator/undefined) [@onion61314](/creator/undefined) [@dirtcheapstocks](/creator/undefined) [@toffcap](/creator/undefined) [@dmetropolitan](/creator/undefined) [@benfranksaltego](/creator/undefined) [@chrismozach](/creator/undefined) [@leveragelani](/creator/undefined) [@jahredalmighty](/creator/undefined)

**Top assets mentioned**
[Marginswap (MFI)](/topic/$mfi) [Better Home & Finance Holding Company Class A Common Stock (BETR)](/topic/$betr) [Danaos Corporation (DAC)](/topic/$dac) [Liquidia Corporation Common Stock (LQDA)](/topic/$lqda) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Decentral Games (DG)](/topic/$dg) [IonQ, Inc. (IONQ)](/topic/$ionq) [NVIDIA Corp. (NVDA)](/topic/$nvda) [United Therapeutics, Corp. (UTHR)](/topic/$uthr) [Superp (SUP)](/topic/$sup) [Tidewater, Inc. (TDW)](/topic/$tdw) [Fathom Holdings Inc (FTHM)](/topic/$fthm) [StubHub Holdings, Inc. (STUB)](/topic/$stub) [Advance Auto Parts, Inc. (AAP)](/topic/$aap) [Paramount Global (PARA)](/topic/$para) [Alpha Metallurgical Resources, Inc. (AMR)](/topic/$amr) [Gap Inc (GAP)](/topic/$gap) [Finch Therapeutics Group, Inc. (FNCH)](/topic/$fnch) [Alien Base (ALB)](/topic/$alb) [Lithia Motors, Inc. (LAD)](/topic/$lad) [Stellantis N.V. (STLA)](/topic/$stla) [Bitcoin (BTC)](/topic/bitcoin) [Garrett Motion Inc. Common Stock (GTX)](/topic/$gtx) [Palantir Technologies Inc. (PLTR)](/topic/$pltr) [Howard Hughes Holdings Inc. (HHH)](/topic/$hhh) [Archway (ARCH)](/topic/$arch) [CONSOL Energy Inc. (CEIX)](/topic/$ceix) [Apple, Inc. (AAPL)](/topic/aapl) [BTCS Inc. (BTCS)](/topic/$btcs) [Bit Digital, Inc. (BTBT)](/topic/$btbt)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Increasingly feel that a successful strategy is buying a decent company after a large capitulation. See $DG $AAP $ADYEY"  
[X Link](https://x.com/DheerajNam/status/1736093705122013264)  2023-12-16T18:39Z [---] followers, [---] engagements


"@uzocapital Whats the thesis on $PGY"  
[X Link](https://x.com/DheerajNam/status/1736190435893121235)  2023-12-17T01:03Z [---] followers, [---] engagements


"@chasericker3 Canadian company but started nibbling at some shares anyway"  
[X Link](https://x.com/DheerajNam/status/1736815005138661700)  2023-12-18T18:25Z [---] followers, [--] engagements


"$ALB Albemarle valuation looks great here. Technically it seems like its found a bottom on the chart as well 🤔"  
[X Link](https://x.com/anyuser/status/1739726588416037103)  2023-12-26T19:15Z [--] followers, [--] engagements


"Similarly $WBA looks good at this price. Getting a decent amount for your money"  
[X Link](https://x.com/DheerajNam/status/1739727301657456722)  2023-12-26T19:18Z [---] followers, [---] engagements


"I need to start getting more comfortable with OTC stocks"  
[X Link](https://x.com/anyuser/status/1741501372707602683)  2023-12-31T16:47Z [--] followers, [--] engagements


"@onion61314 What specifically did you want to discuss. Anticipated hard market for the next two years driving near term outsized earnings with a likely taper off but depends on the underwriting conditions (climate). Other people have far better projections formally written up though"  
[X Link](https://x.com/DheerajNam/status/1741708080146940214)  2024-01-01T06:29Z [---] followers, [--] engagements


"@onion61314 Running a DCF without incremental growth during the soft market still shows incredible value here even if cash flows are front loaded. On top of that we can assume that with the overhang of bankruptcy gone there is a chance market share may go up as management refocuses"  
[X Link](https://x.com/anyuser/status/1742038789835366435)  2024-01-02T04:23Z [--] followers, [--] engagements


"@onion61314 On top of that we know theyre attempting the creation of their own MGA and theyve expressed interest in underwriting more specialized risk as well which is why theyre issuing shares. Add all these factors in and Im very keen to keep buying shares"  
[X Link](https://x.com/DheerajNam/status/1742039259744198717)  2024-01-02T04:24Z [---] followers, [--] engagements


"Its funny I tend to anchor on pre-2020 prices. If I see a quality business thats had a price capitulation I feel that my Margin of Safety is greater when the price is at or below its lows in 2015-2020 (see $AAP). Its like Im trying to wipe out 2020-2023 as anomalous"  
[X Link](https://x.com/DheerajNam/status/1742046521489584418)  2024-01-02T04:53Z [----] followers, [---] engagements


"Feels as though this analysis is flawed with inflation I should expect higher lows logically. This thinking is what let me to buy $DG even though its not below its lows in 2015-2020 era. But this same thinking makes me scared to buy $ALB"  
[X Link](https://x.com/anyuser/status/1742046826138624304)  2024-01-02T04:55Z [--] followers, [--] engagements


"I hope $WBA falls a bunch so I can maybe start a position"  
[X Link](https://x.com/DheerajNam/status/1742909696472682717)  2024-01-04T14:03Z [---] followers, [--] engagements


"$PWS ripping today"  
[X Link](https://x.com/DheerajNam/status/1745828735528403287)  2024-01-12T15:23Z [----] followers, [---] engagements


"Opened some $SAVE 1/19 $8 calls. Very small position but good r/r in my opinion"  
[X Link](https://x.com/DheerajNam/status/1747347921928876310)  2024-01-16T19:59Z [---] followers, [---] engagements


"I wish I had more capital to compound but the nest-egg is slowly but surely growing"  
[X Link](https://x.com/DheerajNam/status/1748150588192223483)  2024-01-19T01:09Z [---] followers, [--] engagements


"Unfortunately life calls and some of this capital will be tied up in a different asset class that I don't think will compound at nearly the rate I think I'll be able to with public securities. That being said maybe I do need to diversify (diworsify :/)"  
[X Link](https://x.com/DheerajNam/status/1748150905340346830)  2024-01-19T01:10Z [---] followers, [--] engagements


"Need $Ryskf to start moving up though. Their intermediate results appear fantastic according to @LunchInvesting"  
[X Link](https://x.com/DheerajNam/status/1748151230591857135)  2024-01-19T01:11Z [----] followers, [---] engagements


"Final thought of the day seeing the former CFO at $ACIC move to a more investor relations focused role may help price reach value and help other investors find this name. A bargain price at these levels still"  
[X Link](https://x.com/DheerajNam/status/1748152179293069372)  2024-01-19T01:15Z [---] followers, [---] engagements


"The investment landscape at the sub $1B market-cap range are unparalleled. Continue to believe it's possible to compound at a 50% rate if you put in the work. @dirtcheapstocks is an inspiration when it comes to finding these gems"  
[X Link](https://x.com/DheerajNam/status/1748152753099022538)  2024-01-19T01:17Z [---] followers, [--] engagements


"Planning on submitting a writeup on $PWS to VIC tonight wish me luck"  
[X Link](https://x.com/DheerajNam/status/1748155028500590665)  2024-01-19T01:26Z [----] followers, [---] engagements


"Looks like Brad Martz (former CEO) is also leading special initiatives on top of investor relations - signs that the MGA plan and specialty underwriting are being taken seriously by the company"  
[X Link](https://x.com/DheerajNam/status/1748173839165469158)  2024-01-19T02:41Z [---] followers, [--] engagements


"@mc154mc154 Agreed especially since he has an options incentive package from $LQDA. I'd assume he would have had to liquidate from $UTHR since it could be seen as a conflict of interest but that's speculation on my part if you have the data on his holdings please let me know"  
[X Link](https://x.com/DheerajNam/status/1748192151387648090)  2024-01-19T03:54Z [---] followers, [---] engagements


"Can someone explain the thesis on $MSCI. I see great numbers on TIKR but not sure what the qualitative reasons are"  
[X Link](https://x.com/DheerajNam/status/1748386269707620559)  2024-01-19T16:45Z [---] followers, [---] engagements


"Submitted my first VIC writeup - in a stock that I can't even buy right now oof"  
[X Link](https://x.com/DheerajNam/status/1748393774294647116)  2024-01-19T17:15Z [----] followers, [--] engagements


"$ADM tempting but investing in fraud never turns out well. Unless youre Buffett investing in $AXP"  
[X Link](https://x.com/DheerajNam/status/1749537209680572506)  2024-01-22T20:59Z [---] followers, [---] engagements


"I bought $ADM after its drop but thinking it better to just buy more $BURBY with it instead"  
[X Link](https://x.com/DheerajNam/status/1750269023302963553)  2024-01-24T21:27Z [---] followers, [---] engagements


"$ALB wonder when this will turn around great valuation"  
[X Link](https://x.com/DheerajNam/status/1750277808520155343)  2024-01-24T22:02Z [---] followers, [---] engagements


"$CURN and $DR.TO are the next names I need to do some due diligence on"  
[X Link](https://x.com/DheerajNam/status/1750278003148439805)  2024-01-24T22:02Z [----] followers, [---] engagements


"My top stocks: LQDA - 6x going forward (most uncertain) ACIC - 3x going forward (least uncertain) BURBY - 2x going forward"  
[X Link](https://x.com/DheerajNam/status/1750561009377456252)  2024-01-25T16:47Z [---] followers, [---] engagements


"@svix_enjoyoor Burberry is still a strong business with a clean balance sheet and trading around 10x forward earnings near the covid lows. Every time it hits this price in the past its bounced back up and my downside is very limited"  
[X Link](https://x.com/DheerajNam/status/1750570431289966862)  2024-01-25T17:24Z [---] followers, [--] engagements


"The best succinct investment philosophy: @BillAckman explained So we look for very high-quality businesses what we describe as simple predictable free cash flow generative dominant businesses. A business that Warren Buffett would describe as having a moat around it. I would add founder/manager with lots of skin in the game as another criteria. (Incentives drive outcomes) Also trading far below intrinsic value"  
[X Link](https://x.com/DheerajNam/status/1750597416892473852)  2024-01-25T19:12Z [---] followers, [---] engagements


"The greatest folly in modern investing is equating volatility with risk. I could care less how volatile my market quoted price is in fact I would welcome it so I could buy shares at a lower price. This is why diversification is overrated. It's a shield from volatility not business risk"  
[X Link](https://x.com/DheerajNam/status/1750986709100089656)  2024-01-26T20:58Z [---] followers, [---] engagements


"Lump-Sum investing handily beats Dollar Cost Averaging in most scenarios and is thus why its important to front-load any contributions one might have to their brokerage or retirement accounts. If we are to believe time in the market is better than timing the market then the answer is obvious"  
[X Link](https://x.com/DheerajNam/status/1751374127938576502)  2024-01-27T22:38Z [---] followers, [--] engagements


"Dividend investing is also a poor choice as its a tax inefficient way of return capital to shareholders. Retaining the earnings and using them for high incremental return on invested capital is the way in which companies can compound their growth and our wealth in return - dividend investing is a poor way to invest as a whole"  
[X Link](https://x.com/DheerajNam/status/1751374397699457506)  2024-01-27T22:39Z [---] followers, [--] engagements


"Real estate as an investment only makes sense because of the leverage especially as an individual investor. Otherwise you're rarely getting a deal when an intelligent seller is meeting an intelligent buyer to transact. Much easier to find a deal in the stock market"  
[X Link](https://x.com/anyuser/status/1751631918901199034)  2024-01-28T15:42Z [--] followers, [--] engagements


"Small Cap Value will remain the best place for those with small accounts to compound at a high rate"  
[X Link](https://x.com/DheerajNam/status/1751692975984239088)  2024-01-28T19:45Z [---] followers, [--] engagements


"$SKAS buying a business at a low earnings multiple at a near [--] enterprise value"  
[X Link](https://x.com/DheerajNam/status/1752424259907956866)  2024-01-30T20:11Z [----] followers, [---] engagements


"@KennyAck5 $HMM.A and $ACIC $LQDA should be as soon as their drug rollout starts in March"  
[X Link](https://x.com/DheerajNam/status/1752447716183957838)  2024-01-30T21:44Z [----] followers, [----] engagements


"@KennyAck5 ECIP banks ($CZBS) and $SKAS as well"  
[X Link](https://x.com/DheerajNam/status/1752448006912184430)  2024-01-30T21:45Z [----] followers, [---] engagements


"mag [--] feels like its topped here with Apple Vision Pro release. But I tend to get these predictions horribly wrong"  
[X Link](https://x.com/DheerajNam/status/1752591684221726831)  2024-01-31T07:16Z [---] followers, [--] engagements


"One of my favorite valuation tools:"  
[X Link](https://x.com/DheerajNam/status/1753264026409193972)  2024-02-02T03:48Z [---] followers, [--] engagements


"@jbmp51 Theyve started the IPO process for Fortegra. Since SoTP rarely works the IPO would need to proceed for value to be unlocked"  
[X Link](https://x.com/DheerajNam/status/1753555815783342434)  2024-02-02T23:07Z [---] followers, [--] engagements


"Want to compound your wealth fast Theres no better arena than small cap equities. Im willing to bet that I could compound 10M USD at a [--] percent rate till 100M. Definitely a little hubris in this tweet but I feel its the truth"  
[X Link](https://x.com/DheerajNam/status/1754192669184610558)  2024-02-04T17:18Z [---] followers, [---] engagements


"Daydreaming makes me have so many new ideas. No wifi on the plane is a blessing. I have a new startup idea and a project idea for the Apple Vision Pro. Time to start building"  
[X Link](https://x.com/DheerajNam/status/1754241795486109920)  2024-02-04T20:33Z [---] followers, [---] engagements


"Smart on Apples part to offer [--] month financing (which makes the device [--] dollar cheaper) and they offer 3% of the purchase price back if you use their credit card which I did as well"  
[X Link](https://x.com/DheerajNam/status/1754254629217415180)  2024-02-04T21:24Z [---] followers, [--] engagements


"This is an effective savings of $255 if we assume a blended 4% from a 5.3% risk free interest rate (since the [----] will be amortized away as the installments come due)"  
[X Link](https://x.com/DheerajNam/status/1754258683339342040)  2024-02-04T21:40Z [---] followers, [--] engagements


"@HabsAlltheWay @blondesnmoney Whats the thesis on $AFM.V"  
[X Link](https://x.com/DheerajNam/status/1754885001689137654)  2024-02-06T15:09Z [---] followers, [---] engagements


"$INMD is not a bad purchase here. Decent moat in my opinion if they have a massive ROIC. Capital allocation from the CEO questionable and need to keep a watch out for if anyone enters the market with similar skin care aesthetic machines. Just not sure there is a catalyst right now"  
[X Link](https://x.com/DheerajNam/status/1755009225112035806)  2024-02-06T23:23Z [---] followers, [---] engagements


"Greg Alexander of Conifer (one of the few people Buffett would trust to run his own money) is heavy into $STLA and $LAD. Maybe these two names are worth another look. Anyone have any $LAD theses https://www.dataroma.com/m/holdings.phpm=CM https://www.dataroma.com/m/holdings.phpm=CM"  
[X Link](https://x.com/DheerajNam/status/1756093842506362887)  2024-02-09T23:12Z [----] followers, [---] engagements


"@AanandBajaj1 They could potentially earn something like 30-50% of their market cap in FCF in the next two years provided coal markets remain stable. I dont like giving precise numbers but I could see 30-50% upside if they continue the buybacks"  
[X Link](https://x.com/DheerajNam/status/1757989480366010597)  2024-02-15T04:45Z [---] followers, [--] engagements


"@justmad Its the only platform that Ive found that will stack rank DCFs in a filter format. If there exists a better platform let me know This is the only one Ive found in my very cursory search that includes all international companies as well but I havent searched very hard"  
[X Link](https://x.com/DheerajNam/status/1759101977034641608)  2024-02-18T06:26Z [---] followers, [--] engagements


"Since PPE is kept on the Balance sheet at historical cost it would be interesting to do an AI analysis on company's balance sheets are mark to market all assets on the balance sheet. I'm sure there are some companies out there with a huge Asset base that is being missed out on due to the asset acquisition happening a long time ago"  
[X Link](https://x.com/DheerajNam/status/1759343057491620260)  2024-02-18T22:24Z [---] followers, [---] engagements


"Some new names I need to do work on: $IOVA $NRP $BELFB $CPH.TO"  
[X Link](https://x.com/DheerajNam/status/1762657002608562494)  2024-02-28T01:52Z [----] followers, [---] engagements


"Need to raise funds to put into alt coins. With the pace of bitcoin the likelihood that funds flow into the alts is very high"  
[X Link](https://x.com/DheerajNam/status/1762892538036232654)  2024-02-28T17:28Z [---] followers, [---] engagements


"$IONQ is the 14th most overvalued company in the US excluding OTC stocks over 2B in market cap when ranking by Price to Sales"  
[X Link](https://x.com/DheerajNam/status/1762980449356267637)  2024-02-28T23:17Z [---] followers, [---] engagements


"@A_Bauerschmidt They trade at 116x revenue (amongst the most overvalued stocks in the US) they also ONLY have a [---] year runway left - that's a bad thing. They're nowhere near cash flow positive"  
[X Link](https://x.com/DheerajNam/status/1762981180134023536)  2024-02-28T23:20Z [---] followers, [--] engagements


"Its impossible to pick off shares of $CYAN. Trading at like 1/5 of its liquidation value"  
[X Link](https://x.com/DheerajNam/status/1763238648755921399)  2024-02-29T16:23Z [---] followers, [---] engagements


"It is ok to want egregiously cheap prices for stocks. Start with a P/E of [--]. Sage advice inspired by @MohnishPabrai"  
[X Link](https://x.com/DheerajNam/status/1763300750355038605)  2024-02-29T20:30Z [---] followers, [--] engagements


"The case against diversification: a new post with some Sage investing advice from the greatest two to have ever played the game"  
[X Link](https://x.com/DheerajNam/status/1764448697151033818)  2024-03-04T00:32Z [---] followers, [---] engagements


"Investing is nice in terms of making money but I genuinely love this hobby. I would do exactly what I was doing now even if I wasn't making money (as long as I get to keep a score on my returns)"  
[X Link](https://x.com/DheerajNam/status/1764452365401280566)  2024-03-04T00:46Z [---] followers, [----] engagements


"I find it hard to truly engage in special situations that have a capped upside. Odd lot plays are tough in that there is a decent amount of downside risk but the upside is capped. I always will choose the opportunity that has unlimited upside over capped upside"  
[X Link](https://x.com/DheerajNam/status/1767670475399033266)  2024-03-12T21:54Z [---] followers, [---] engagements


"Im looking at you Cummins $CMI vs Liquidia $LQDA"  
[X Link](https://x.com/DheerajNam/status/1767750737520472147)  2024-03-13T03:13Z [---] followers, [---] engagements


"@simplemathbiz Fair on the second point. But on the first point it is much much easier running an AUM of 1M vs 100M"  
[X Link](https://x.com/DheerajNam/status/1768787271711441313)  2024-03-15T23:52Z [---] followers, [--] engagements


"I just signed up for gurufocus by taking my own medicine and signing up for as many websites with screeners on it as possible and my goodness look at how many options they have for screening. And this screenshot only shows you 1/3 of the options"  
[X Link](https://x.com/DheerajNam/status/1771025607679173089)  2024-03-22T04:06Z [----] followers, [---] engagements


"Why do people like this $PAR thesis So many things have to go right for it to work plus here is this line at the end that automatically kills it for me: "We take our Base Case model and apply a 27x [----] EBITDA multiple""  
[X Link](https://x.com/DheerajNam/status/1772297006171496555)  2024-03-25T16:18Z [----] followers, [----] engagements


"Martine Rothblatt the CEO of $UTHR now owns [---] shares. I hope that explains the reasoning behind going long $LQDA"  
[X Link](https://x.com/DheerajNam/status/1772745534568124496)  2024-03-26T22:00Z [---] followers, [----] engagements


"Anyone have thoughts on this for $LQDA. My understanding is that yutrepia is only for the patients who are worsening and treatment with WINREVAIR or sotatercept reduced that worsening by 84%. Will that cut $UTHR and $LQDA market by 84%"  
[X Link](https://x.com/DheerajNam/status/1772991571647938913)  2024-03-27T14:18Z [---] followers, [----] engagements


"Looks like insurance names $IGIC and $ACIC are inflecting up. I've been looking into $IGIC and I feel like the margin of safety is higher here but $ACIC has potential to go higher due to lower combined ratio increased hard market rates in florida and potential peak earnings next year as interboro is sold off fee-earnings kicks in and quote share steps down"  
[X Link](https://x.com/DheerajNam/status/1773081707878535390)  2024-03-27T20:16Z [---] followers, [---] engagements


"A way to find alpha Look at secular macro trends and then look at the bombed-out losers. They tend to drop heavily shortly before coming back up to intrinsic value. For example look at $DG or $AAP in the past year that were devastated due to inflation"  
[X Link](https://x.com/DheerajNam/status/1773425067134701677)  2024-03-28T19:00Z [---] followers, [---] engagements


"These ideas are not actionable but one can look at the GLP-1 effect and what its done to $MED. Theres another name I'm looking at thats been destroyed due to AI. Might start a position in $MED or this other company once I believe capitulation has truly set in"  
[X Link](https://x.com/DheerajNam/status/1773425295011316009)  2024-03-28T19:01Z [---] followers, [---] engagements


"@dislocationhunt Ah I was talking more about $MED since it keeps falling. I still would be wary about investing in $AAP and $DG since they're up from their low point but not a bad choice. If you have a lower cost basis then a good hold"  
[X Link](https://x.com/DheerajNam/status/1773432470026768461)  2024-03-28T19:30Z [---] followers, [--] engagements


"Interesting article on $NCI.V. A [--] M market cap company that's potentially doubling sales and trading at a PEG of [----]. Lots of hair on the name but maybe worth a small position"  
[X Link](https://x.com/DheerajNam/status/1774650729321423277)  2024-04-01T04:11Z [---] followers, [---] engagements


"Took a look at @marketplunger1 thesis on $GENK and I'm sold. I like eating there because the value is unmatched. I assumed that they were taking a loss because of the value but looks like they are a better business valuation wise than I thought"  
[X Link](https://x.com/DheerajNam/status/1775209189838663682)  2024-04-02T17:10Z [---] followers, [----] engagements


"@RockyP1199 @AanandBajaj1 Similarly invest in companies that take in money early and pay it back later (insurance). Or companies that have real assets that will adjust over time. Finally businesses that receive payments in foreign currencies"  
[X Link](https://x.com/DheerajNam/status/1775543801278329011)  2024-04-03T15:20Z [---] followers, [--] engagements


"Anyone have any thoughts on $IEP and the dividend yield. Ever since the short report the price has come down a lot but I think the author said that NAV even at these levels is overstated. But the dividend yield is so high and since Icahn takes his dividend as share units (I believe) I feel like this could be compelling"  
[X Link](https://x.com/DheerajNam/status/1775645478081720587)  2024-04-03T22:04Z [---] followers, [---] engagements


"@microcapmindset I just feel like the probability of getting the payment the potential size of the payment and the timeline of the payment might be more of a headache than other market opportunities"  
[X Link](https://x.com/DheerajNam/status/1775746812512493809)  2024-04-04T04:46Z [---] followers, [--] engagements


"@Aeleons @microcapmindset Would be funny if Argentina bought it back for pennys on the dollar haha. Someone was pitching that Argentina should invest in $BUR and then pay them"  
[X Link](https://x.com/DheerajNam/status/1776316940132204559)  2024-04-05T18:32Z [---] followers, [---] engagements


"Did not buy nearly enough $drx.to $adfjf"  
[X Link](https://x.com/DheerajNam/status/1778508852905791636)  2024-04-11T19:42Z [----] followers, [---] engagements


"@chasericker3 Chase have you ever looked at $SKAS I think I know the company youre tweeting about since Ive looked at them before but $SKAS is an adjacent and similar thesis"  
[X Link](https://x.com/DheerajNam/status/1785743058694176956)  2024-05-01T18:48Z [----] followers, [---] engagements


"@ToffCap I've been keeping a close eye on $TEP. Looks like they only expect 2-4% revenue growth this year. Since they expect only 10-20 bps margin improvement we can approximate a 2-4% earnings growth. This assumption in mind $TEP looks fairly valued here"  
[X Link](https://x.com/DheerajNam/status/1786075162468602166)  2024-05-02T16:47Z [---] followers, [---] engagements


"@emil_williams12 Tend to agree. I also noticed that they had declines in most geographies suggesting this is a more systemic problem. $SBUX needs to add boba/bubble tea to the menu. I guarantee a boba rollout will reinvigorate growth"  
[X Link](https://x.com/DheerajNam/status/1786076948851998744)  2024-05-02T16:55Z [---] followers, [--] engagements


"$PARA situation getting interesting"  
[X Link](https://x.com/DheerajNam/status/1786097869386031184)  2024-05-02T18:18Z [---] followers, [---] engagements


"@LionCubsFund Any update on $ELG"  
[X Link](https://x.com/DheerajNam/status/1787611309241979369)  2024-05-06T22:32Z [----] followers, [---] engagements


"$TISG is a very interesting name hmm"  
[X Link](https://x.com/DheerajNam/status/1787936288072466717)  2024-05-07T20:03Z [----] followers, [---] engagements


"The best way to think about buybacks are that they are equivalent to a forced dividend reinvestment program (DRIP). The advantage of a buyback is that its tax efficient as one can take Long Term Capital Gains instead of ordinary income tax rates for dividends(depending on if its a qualified or unqualified dividend). Buybacks also allow you to choose when to take the tax hit. The only way to create business value is to increase the PV of all FCF. Buybacks do nothing to increase future FCF (besides interest rate changes or debt covenants or preferred share dividend distribution due to changes"  
[X Link](https://x.com/DheerajNam/status/1788648567243932130)  2024-05-09T19:13Z [---] followers, [---] engagements


"@TaraViswanathan School busses typically dont have seat belts ergo Ive associated busses with not having to wear a seat belt"  
[X Link](https://x.com/DheerajNam/status/1790784091991802131)  2024-05-15T16:39Z [---] followers, [---] engagements


"Great pitch on $VVV for the Pershing square challenge but a no-go for me with work from home trends EV push and hard to believe the same store sales growth cited in the thesis. Commodity business that I dont think has a moat and fairly valued currently. https://youtu.be/qDtD9ksEVaQsi=ipVX_ayjfZkyU_sF https://youtu.be/qDtD9ksEVaQsi=ipVX_ayjfZkyU_sF"  
[X Link](https://x.com/DheerajNam/status/1790791855057096979)  2024-05-15T17:10Z [----] followers, [---] engagements


"$SKAS and $RAYA you are not likely to lose money on in the long term. (But none of my tweets are financial advice)"  
[X Link](https://x.com/DheerajNam/status/1791567555506946368)  2024-05-17T20:32Z [----] followers, [---] engagements


"$PARA risk/reward here is strong. I am long with a small position"  
[X Link](https://x.com/DheerajNam/status/1792221684906484040)  2024-05-19T15:52Z [---] followers, [---] engagements


"Similarly I believe $BURBY is a good buy as well I would wait to see if it goes lower over the next few days as well"  
[X Link](https://x.com/DheerajNam/status/1792221803949240358)  2024-05-19T15:52Z [----] followers, [---] engagements


"$ALAR looks like GARPy name but I hesitate to buy these I like dumpster diving usually but the growth rates are too tantalizing to not take a look. @joinyellowbrick is the best platform to find the previous writeups on it - support their service"  
[X Link](https://x.com/DheerajNam/status/1793475998408901045)  2024-05-23T02:56Z [---] followers, [----] engagements


"Jason Zweig on what Ben Graham would do today. Find the small the illiquid the unmarketable and unpopular stocks. Fish where the fish are. https://youtu.be/wS4KwELUy_wsi=INfL2GaxcecBmfKN&t=1988 https://youtu.be/wS4KwELUy_wsi=INfL2GaxcecBmfKN&t=1988"  
[X Link](https://x.com/DheerajNam/status/1793481340085784925)  2024-05-23T03:17Z [---] followers, [---] engagements


"@orrdavid If he can compound at 10% for the next [--] years he'd be worth a trillion plus - insane"  
[X Link](https://x.com/DheerajNam/status/1795248164175479234)  2024-05-28T00:18Z [----] followers, [----] engagements


"Cant wait to buy more $BURBY when it stops falling like a knife"  
[X Link](https://x.com/DheerajNam/status/1795255413967098366)  2024-05-28T00:46Z [----] followers, [----] engagements


"Doubled my small stake in $PARA"  
[X Link](https://x.com/DheerajNam/status/1796248978117513587)  2024-05-30T18:35Z [---] followers, [---] engagements


"@Only_Borrowed The latest news suggests B will be treated more fairly than the previous offer. Still a small position for me but it is speculative not knowing the deal details"  
[X Link](https://x.com/DheerajNam/status/1796314345175138417)  2024-05-30T22:54Z [---] followers, [--] engagements


"$PARA with a new merger agreement of paying off the B shareholders [--] dollars. I don't know if it'll go through as I'm sure many investors have a higher cost basis and want more - but since my cost basis is around the current price I'm happy to ride this out to see what happens"  
[X Link](https://x.com/DheerajNam/status/1797700032390664529)  2024-06-03T18:41Z [---] followers, [---] engagements


"The MOS seems strong here"  
[X Link](https://x.com/DheerajNam/status/1797700542564802760)  2024-06-03T18:43Z [---] followers, [---] engagements


"Oh I missed the 50% of shares will be bought out - seems like a sell for me tomorrow. Small gain here somehow. Too messy of a situation for me to continue to be involved in. $PARA"  
[X Link](https://x.com/DheerajNam/status/1797745194504466799)  2024-06-03T21:40Z [---] followers, [---] engagements


"@alghatan Agreed its a very dynamic situation. What price do you think all $para b shares will be taken out"  
[X Link](https://x.com/DheerajNam/status/1797820571717345690)  2024-06-04T02:40Z [---] followers, [---] engagements


"Hard to believe $NVDA is close to being the most valuable company in the world. It's also incredibly difficult to figure out where value accrues in the supply chain. Why is it not $TSMC why is it not $ASML"  
[X Link](https://x.com/DheerajNam/status/1798424133463855435)  2024-06-05T18:38Z [---] followers, [---] engagements


"I wonder what causes stocks like $IMXI and $CURN currency exchange businesses to trade at a such a low valuation. Strong businesses as well at a wonderful discount - rare to find these in the market"  
[X Link](https://x.com/DheerajNam/status/1799154609878880654)  2024-06-07T19:01Z [----] followers, [---] engagements


"Slowly adding to my already large $ACIC position at these prices"  
[X Link](https://x.com/DheerajNam/status/1800664931198713958)  2024-06-11T23:02Z [---] followers, [---] engagements


"@DMetropolitan How did you find this name (Along with your other names)"  
[X Link](https://x.com/DheerajNam/status/1801631522014872009)  2024-06-14T15:03Z [---] followers, [---] engagements


"@cashflowgrowth @DMetropolitan Because I tried to buy some 🤣 very illiquid"  
[X Link](https://x.com/DheerajNam/status/1801816935262204163)  2024-06-15T03:20Z [----] followers, [--] engagements


"@chasericker3 Cheap and the difference between $FF and other companies is that they have shown they are willing to crystallize the value on their balance sheet by returning capital to shareholders (via the special dividend) and now potential future buybacks"  
[X Link](https://x.com/DheerajNam/status/1802706756142801245)  2024-06-17T14:15Z [---] followers, [---] engagements


"Never really understood the $AEP.V hype to be honest"  
[X Link](https://x.com/DheerajNam/status/1802800905609249170)  2024-06-17T20:30Z [---] followers, [----] engagements


"$GOOG and $MSFT have to be pretty far along in designing their own AI chips. Imagine being able to bring $NVDAprofits in house"  
[X Link](https://x.com/DheerajNam/status/1803230688268652632)  2024-06-19T00:57Z [---] followers, [---] engagements


"Canadian stocks getting hammered for tax reasons"  
[X Link](https://x.com/DheerajNam/status/1803481972859371587)  2024-06-19T17:36Z [---] followers, [---] engagements


"Seems like this capital gains tax change is an opportunity to pick up shares for cheaper"  
[X Link](https://x.com/DheerajNam/status/1803482763393118429)  2024-06-19T17:39Z [---] followers, [---] engagements


"@deepvalueco Have any thoughts on $HMM.A.TO"  
[X Link](https://x.com/DheerajNam/status/1803583388411961741)  2024-06-20T00:19Z [---] followers, [---] engagements


"Taking another look at $AST.LON or Ascent Resources due to the optionality of winning money in the case against Slovenia"  
[X Link](https://x.com/DheerajNam/status/1803887633405272259)  2024-06-20T20:28Z [----] followers, [---] engagements


"$IONQ is such a fraud it makes me sick seeing retail investors lose their money"  
[X Link](https://x.com/DheerajNam/status/1805082343146696712)  2024-06-24T03:35Z [---] followers, [----] engagements


"Stocks I own are allowed to miss earnings once in a while but I seldom tolerate losses"  
[X Link](https://x.com/DheerajNam/status/1805401679602262419)  2024-06-25T00:44Z [---] followers, [---] engagements


"@BillyQuantumAI @ShawnKwon11 Whats your cost basis @ShawnKwon11 you too just curious"  
[X Link](https://x.com/DheerajNam/status/1805402004170125553)  2024-06-25T00:45Z [---] followers, [---] engagements


"Feels like private credit is something not very accessible to the general public but booming obviously because of interest rates. Does anyone know of any retail platform that democratizes this"  
[X Link](https://x.com/DheerajNam/status/1805403659246731770)  2024-06-25T00:52Z [---] followers, [---] engagements


"Does anyone else think $HMM.A is over earning I just halved my position to place into $DRX.TO which I hope is also not over earning"  
[X Link](https://x.com/DheerajNam/status/1805404909854245003)  2024-06-25T00:57Z [---] followers, [---] engagements


"Time to load the boat on $NVDA Be greedy when others are fearful buy when there is blood in the streets. /s"  
[X Link](https://x.com/DheerajNam/status/1805407569197887864)  2024-06-25T01:08Z [---] followers, [---] engagements


"@amitisinvesting Thats a roughly 20% IRR over [--] years certainly possible"  
[X Link](https://x.com/DheerajNam/status/1805418769205854328)  2024-06-25T01:52Z [---] followers, [--] engagements


"@KyleAdamsStocks What a home run congrats @KyleAdamsStocks"  
[X Link](https://x.com/DheerajNam/status/1806383610817106243)  2024-06-27T17:46Z [---] followers, [---] engagements


"Also interesting $WBD"  
[X Link](https://x.com/DheerajNam/status/1810724327186379125)  2024-07-09T17:14Z [---] followers, [---] engagements


"@benbstwits Love $SKAS"  
[X Link](https://x.com/DheerajNam/status/1810726359981040107)  2024-07-09T17:23Z [----] followers, [---] engagements


"@paulcerro Trust me far more people are scared of a needle than a pill. Pfizer knows whats theyre doing"  
[X Link](https://x.com/DheerajNam/status/1811413885527941202)  2024-07-11T14:54Z [---] followers, [--] engagements


"Vacancy costs should be built into your model of returns. Youve forgotten about the tax benefits the cheap leverage and low interest rates on mortgages as well as control of the property (not a minority shareholder) as well as property improvements that can drive returns in excess of the SP500"  
[X Link](https://x.com/DheerajNam/status/1811976410816479503)  2024-07-13T04:10Z [---] followers, [--] engagements


"@Uzocapital Yeah thats why I took a 50% haircut on my estimates for a margin of safety. Do you think that these conservative estimates are also out of line"  
[X Link](https://x.com/DheerajNam/status/1812027175987487145)  2024-07-13T07:31Z [----] followers, [---] engagements


"@LLITechnologies @commbankerguy You have to look at this in terms of opportunity cost. If you plan to live in the same area then the alternative to a primary home is renting a place where all of your money is lost without building equity. In that scenario a home almost always wins out"  
[X Link](https://x.com/DheerajNam/status/1812174549586264422)  2024-07-13T17:17Z [---] followers, [--] engagements


"@onion61314 No I dont think so. I think the issues are mainly idiosyncratic to Burberry"  
[X Link](https://x.com/DheerajNam/status/1812757408365899954)  2024-07-15T07:53Z [---] followers, [--] engagements


"So whos going levered long $BRBY $BURBY $BRBY.L"  
[X Link](https://x.com/DheerajNam/status/1812783175103565963)  2024-07-15T09:36Z [----] followers, [---] engagements


"$ROOT a good short candidate soon"  
[X Link](https://x.com/DheerajNam/status/1813017161620988099)  2024-07-16T01:05Z [---] followers, [---] engagements


"Pitched $PWS to VIC at [--]. Rejected. Now at [--] not sure what they want it was decently well written too"  
[X Link](https://x.com/DheerajNam/status/1813642679244452257)  2024-07-17T18:31Z [----] followers, [---] engagements


"Looking for my $SIMA"  
[X Link](https://x.com/DheerajNam/status/1814721875932815470)  2024-07-20T17:59Z [----] followers, [---] engagements


"Never understood the $BOH longs. Better opportunities out there IMO"  
[X Link](https://x.com/DheerajNam/status/1815381330135294306)  2024-07-22T13:40Z [----] followers, [---] engagements


"$crowd down again 13%"  
[X Link](https://x.com/DheerajNam/status/1815389608290517092)  2024-07-22T14:13Z [----] followers, [---] engagements


"@Maverick_Invstr Let me know what other things you find Im waiting for [--] to peel off some $RGS. $40 of debt being forgiven makes me want to stay long"  
[X Link](https://x.com/DheerajNam/status/1815403023146918354)  2024-07-22T15:06Z [---] followers, [---] engagements


"Canadian Small Cap REITs seem inefficient. Need to dig in and do more work on Tikr"  
[X Link](https://x.com/DheerajNam/status/1815848288790212960)  2024-07-23T20:35Z [---] followers, [---] engagements


"@ragnarisapirate Forgot to add US small cap non-OTC as qualifiers as well"  
[X Link](https://x.com/DheerajNam/status/1815872882100072805)  2024-07-23T22:13Z [----] followers, [---] engagements


"@ragnarisapirate Only one US business under [--] Bn with trailing and forward PE below [--] insider ownership over 50% and ROIC over 15% with next 5-yr EPS positive growth. https://finviz.com/screener.ashxv=161&f=cap_smallunderfa_estltgrowth_posfa_fpe_u10fa_pe_u10fa_roi_o15geo_usash_insiderown_veryhigh&ft=4 https://finviz.com/screener.ashxv=161&f=cap_smallunderfa_estltgrowth_posfa_fpe_u10fa_pe_u10fa_roi_o15geo_usash_insiderown_veryhigh&ft=4"  
[X Link](https://x.com/DheerajNam/status/1815873953623113860)  2024-07-23T22:17Z [---] followers, [--] engagements


"Thats probably the only downside risk. Theyre conservatively reinsured and have had an underwriting profit every year of existence so I dont think an existential risk is all that likely to materialize. Might there be some years they make only a small amount of profit maybe. But I trust Dan Peed over the years to return a good amount of earnings. Legal abuse in Florida towards insurance companies recently gone and hard market continue to persist as of now (the other risk)"  
[X Link](https://x.com/DheerajNam/status/1815877332847993060)  2024-07-23T22:31Z [---] followers, [--] engagements


"@boogeymantradez Do you think the [---] M in inventory will be marked down in a liquidation or inventory fire sale event"  
[X Link](https://x.com/DheerajNam/status/1816162637581017154)  2024-07-24T17:24Z [---] followers, [--] engagements


"Does anyone have an opinion here Im far from an expert in bankruptcy proceedings/investing in these types of businesses"  
[X Link](https://x.com/DheerajNam/status/1816165629868581157)  2024-07-24T17:36Z [---] followers, [---] engagements


"$ZTE.C anyone have an idea on the sustainability of profit margins here"  
[X Link](https://x.com/DheerajNam/status/1816493938573746339)  2024-07-25T15:21Z [----] followers, [---] engagements


"@TrentBlair19 Oh I see it in section [--] under commitments"  
[X Link](https://x.com/DheerajNam/status/1816497052324634983)  2024-07-25T15:33Z [----] followers, [---] engagements


"@Uzocapital @TrentBlair19 I know 😭 I bought a starter on fidelity in $ZTSTF for USD [----]. Hard to pick off shares"  
[X Link](https://x.com/DheerajNam/status/1816523282428068148)  2024-07-25T17:17Z [----] followers, [---] engagements


"Oh if searchGPT comes out Im never using $goog again. Goodbye google"  
[X Link](https://x.com/DheerajNam/status/1816543249898832095)  2024-07-25T18:37Z [---] followers, [---] engagements


"@antarcticapital I thought this too by buying leaps on $ACIC and got my ass handed to me haha. Great hedging tool but I will stay away. Theta decay and Vega vol is too much to think about on top of actual stock fundamentals"  
[X Link](https://x.com/DheerajNam/status/1816582951573848305)  2024-07-25T21:15Z [---] followers, [---] engagements


"Incredible that $KNSL trades at a [--] PE with a combined ratio in the [--] range whereas $ACIC trades at LTM PE of around [--] with a combined ratio in the 60s. If $ACIC makes around [--] dollars next year which it certainly could do and has a combined ratio of around [--] I could justify giving it a [--] PE ratio as well - $100 stock price. MOS so cut that by 50% and still [--] today - [--] tomorrow Even if we cut the target by 75% still 11- [--]. Insane"  
[X Link](https://x.com/DheerajNam/status/1816584282363601005)  2024-07-25T21:20Z [---] followers, [----] engagements


"I had a small $GTX position hopefully repurchases juice the stock price back up"  
[X Link](https://x.com/DheerajNam/status/1816585429291766208)  2024-07-25T21:24Z [----] followers, [---] engagements


"I thought about shorting $DXCM a year ago due to valuation but was not sure when I would get my money back looks like today was the answer. Such an overvalued company esp with the wave of GLP-1s"  
[X Link](https://x.com/DheerajNam/status/1816585590336545016)  2024-07-25T21:25Z [---] followers, [---] engagements


"$WISE $UMG $DXCM $CMG (red to green) $LULU $STLA all crushed - are we seeing the weighing machine take over"  
[X Link](https://x.com/DheerajNam/status/1816590537794945539)  2024-07-25T21:45Z [----] followers, [---] engagements


"Looks like I have some weekend reading material: $Conn bankruptcy 8k"  
[X Link](https://x.com/DheerajNam/status/1816874550170161201)  2024-07-26T16:33Z [----] followers, [---] engagements


"Trying to build some conviction around $HFG this weekend. The opportunity seems interesting but I hate investing in currently unprofitable businesses. The inflection is where the money is made though - sigh"  
[X Link](https://x.com/DheerajNam/status/1817671368353395135)  2024-07-28T21:19Z [---] followers, [----] engagements


"Who hosts a management call behind a pay wall on a substack $CPH.TO"  
[X Link](https://x.com/DheerajNam/status/1817998615375192422)  2024-07-29T19:00Z [---] followers, [---] engagements


"I predict that this acquisition was not as accretive as people think but I wouldn't know since I won't be able to listen to the call"  
[X Link](https://x.com/DheerajNam/status/1818000749760024898)  2024-07-29T19:08Z [---] followers, [---] engagements


"@dingo__hunter What is this from Side note: Hammond Manufacturing trades at a NTM [--] EV/EBITDA $HMM.A"  
[X Link](https://x.com/DheerajNam/status/1818067778579907071)  2024-07-29T23:35Z [---] followers, [---] engagements


"@KyleAdamsStocks Whats the thesis here"  
[X Link](https://x.com/DheerajNam/status/1818729763030155379)  2024-07-31T19:25Z [----] followers, [---] engagements


"Turns out $GTX and $MED are part of the magic formula screen as of late"  
[X Link](https://x.com/DheerajNam/status/1818809535064162534)  2024-08-01T00:42Z [----] followers, [---] engagements


"Ahh yes the safe haven asset Barnes and Noble Education $BNED"  
[X Link](https://x.com/DheerajNam/status/1819073718657720461)  2024-08-01T18:12Z [---] followers, [---] engagements


"Right now $CMG is subsiding your meals. If youre a true value investor you should try getting a meal from them they load it up. And after this bloody Friday you probably need to start saving money"  
[X Link](https://x.com/DheerajNam/status/1819501020881555534)  2024-08-02T22:30Z [---] followers, [---] engagements


"@yetundiscovered I tend to agree I will say that its the cancellation and rebooking policy thats different. Ive had $SAVE leave me high and dry whereas $DAL has always rebooked me"  
[X Link](https://x.com/DheerajNam/status/1819766797362446663)  2024-08-03T16:06Z [---] followers, [---] engagements


"@LionCubsFund @Quality_stocksA Especially considering $AAPL yield is 2.9%"  
[X Link](https://x.com/DheerajNam/status/1819784747515564323)  2024-08-03T17:17Z [---] followers, [--] engagements


"@yetundiscovered Yes of course haha I was being hyperbolic. Im staying away from Korean/Japanese/Chinese /Hong Kong stocks because cause the price to value gap doesnt seem to close in these names ever"  
[X Link](https://x.com/DheerajNam/status/1819788353308418263)  2024-08-03T17:32Z [---] followers, [--] engagements


"I wonder why folks spend so much time analyzing large businesses like $FFH.to. If youre running a small account you shouldnt be looking at businesses over 5Bln if youre looking to compound fast"  
[X Link](https://x.com/DheerajNam/status/1819873100910989324)  2024-08-03T23:08Z [----] followers, [---] engagements


"Anyone have any good metrics to screen small cap Canadian REITs on TIKR. Im having trouble :("  
[X Link](https://x.com/DheerajNam/status/1819918580181241915)  2024-08-04T02:09Z [---] followers, [---] engagements


"Doing some research into $MAR.UN this morning. How did a small REIT get a 10-year 4.3% interest rate Not complaining Side Note: Investing in Canadian REITS adds in the wrinkle of rent control which seems more widespread that in the US - that being said most of Marwest's properties appear immune to those restrictions"  
[X Link](https://x.com/DheerajNam/status/1820182306843451823)  2024-08-04T19:37Z [---] followers, [---] engagements


"Wow TOPIX down 10%. Almost did the Japan carry trade myself via cheap IBKR margin loan in Yen but held off. Glad I did"  
[X Link](https://x.com/DheerajNam/status/1820330083292160407)  2024-08-05T05:24Z [---] followers, [---] engagements


"Nikkei down [----] percent wow"  
[X Link](https://x.com/DheerajNam/status/1820330364948140058)  2024-08-05T05:25Z [---] followers, [---] engagements


"$PLTR trades at 25x sales and grew its top line of [--] Bln at 27%. $HFG trades at 0.1x sales with 8bln in revenue with a 2Bln revenue segment growing at 50%. Is $HFG only worth 1/250th $PLTR with a bigger top line and 400M of depressed EBITDA"  
[X Link](https://x.com/DheerajNam/status/1820558788241379544)  2024-08-05T20:33Z [---] followers, [----] engagements


"@AndrewM61370616 Certainly engagement bait because $PLTR just reported haha. Still - PLTR and Factor75 are growing at similar rates on the topline so while certainly a very imperfect comparison I still continue to believe $HFG is undervalued"  
[X Link](https://x.com/DheerajNam/status/1820561931994112457)  2024-08-05T20:46Z [---] followers, [---] engagements


"@StockpickingA Unfortunately Ive invested in companies that were owned by PE guys that were diluted like crazy to please the bond holders. Similarly Ive been in bankruptcies with sophisticated investors that have been zeroed out. Be careful with $CONN"  
[X Link](https://x.com/DheerajNam/status/1820815832970055798)  2024-08-06T13:34Z [----] followers, [---] engagements


"I have a small position in $CONN - think 0.1% of the portfolio just to see where things land. But my question is that $CONN is likely going to realize maybe 60% of the value of the inventory. Then we have to assume that some borrowers are not going to pay back their loans as Conns has moved to becoming a financer - I assume a lot of people wont pay a retailer that is going bankrupt. Property and PPE will be sold and I'm not sure if they are recorded at true value on the B/S. I also don't know how the lease liabilities play out as well - I think the liquidation value is hard to derive here."  
[X Link](https://x.com/DheerajNam/status/1821224965842014274)  2024-08-07T16:40Z [----] followers, [--] engagements


"I think theres more opportunity to keep the capital in the business and step down the quota share even more. Then they might return capital or decide to pursue additional policies in other hurricane prone areas if they can maintain their underwriting quality. Then I would imagine capital to support MGA business and whatever is left over returned to shareholders in dividends and buybacks. The minority shareholder is aligned with Dan Peed"  
[X Link](https://x.com/DheerajNam/status/1821335863097176206)  2024-08-08T00:01Z [---] followers, [--] engagements


"@okieinvestor Its bad they guided down heavy and anecdotally no one I know uses it anymore. Melting icecube imo"  
[X Link](https://x.com/DheerajNam/status/1821374233601015979)  2024-08-08T02:33Z [----] followers, [---] engagements


"@okieinvestor Look like the number of paid users is going up though this one might be in the too hard pile for me haha"  
[X Link](https://x.com/DheerajNam/status/1821388930266321227)  2024-08-08T03:32Z [---] followers, [---] engagements


"Today's interesting find - $CLRI they make a product for law enforcement to communicate via radio. Announced an acquisition today as well. Trades at 4M market cap but can be scooped up for 2.5M if lucky. P/E of [--] based on FY [--] numbers not so good based on FY23 numbers. Lots of unearned revenue just came in though to the tune of 500k in unearned revenue last quarter. Interesting situation if one can pick up shares at the right price"  
[X Link](https://x.com/DheerajNam/status/1821677284165599281)  2024-08-08T22:38Z [----] followers, [----] engagements


"Yup I was inspired by @dirtcheapstocks tweet about going through small companies. Set my filters as 5M-100M western countries and it came up in the first [--] companies I looked at. [----] companies to go 😓. Another interesting one is $THRS.F they profitably run casinos in Peru but unable to buy on any broker so skipped the deep dive. Can probably buy 1-2k worth of $CLRI for [-----] and flip around [---] consistently. Volumes are really low though"  
[X Link](https://x.com/DheerajNam/status/1821744986188067297)  2024-08-09T03:07Z [----] followers, [--] engagements


"Checked out $PINE.UN tonightthe smallest Canadian REIT I could find. Interesting at $0.03 per unit. Assets are valued at $3M liabilities at $275K but it's trading at a $1M valuation. Unfortunately the dividend is suspended and NOI was only $15K over the last [--] months annualized at $60K giving a P/NOI of [--]. It would be more attractive at 6x P/NOI. Placing a limit order at $0.01lets see if NOI grows and distributions resume"  
[X Link](https://x.com/DheerajNam/status/1821787591206645835)  2024-08-09T05:56Z [----] followers, [---] engagements


"Just checked out $YEG (Yorkton Equity Group) a $21M REIT that posted a net income of just $1038 last quarter. Thats an annualized P/E ratio of around [----]. yikes 😬"  
[X Link](https://x.com/DheerajNam/status/1821793003251347584)  2024-08-09T06:17Z [----] followers, [---] engagements


"Im the entire bid for this stock I really want more shares of. 3x upside built in today almost a no-brainer buy. If I get desperate I might meet the ask"  
[X Link](https://x.com/DheerajNam/status/1821910329128841487)  2024-08-09T14:04Z [----] followers, [----] engagements


"Atlantic Ocean disturbance could be named Ernesto if it fully develops. Very active season this year. Were not out of the woods yet"  
[X Link](https://x.com/DheerajNam/status/1821912008242901134)  2024-08-09T14:10Z [----] followers, [---] engagements


"@TruthKnowLies Go long $HFG as a pair trade haha"  
[X Link](https://x.com/DheerajNam/status/1821915863068365040)  2024-08-09T14:26Z [----] followers, [---] engagements


"Maybe I need to up my $250 starter $CLMT position"  
[X Link](https://x.com/DheerajNam/status/1821919923830190249)  2024-08-09T14:42Z [----] followers, [---] engagements


"Honestly holding deep value names takes a lot of time for price to meet value. Did not think it would take this long/market participants would not bid these names up quicker"  
[X Link](https://x.com/DheerajNam/status/1821920104541532307)  2024-08-09T14:42Z [----] followers, [---] engagements


"Ahh yes $PLTR the cheap company trading at 30x sales"  
[X Link](https://x.com/DheerajNam/status/1821971834532941898)  2024-08-09T18:08Z [----] followers, [---] engagements


"@TruthKnowLies Cant tell if sarcasm or not but either way just my musings I have neither a long or a short. Happy to observe from the sideline. Whats to say OpenAI cant copy them"  
[X Link](https://x.com/DheerajNam/status/1821980786347983065)  2024-08-09T18:44Z [----] followers, [--] engagements


"$HOT.UN trades at 0.12x NAV and if it resumes distributions approx. 40% dividend yield. Margin of safety here feels strong but very heavily indebted. Hopefully cash flow and asset sales will help to pay down some debt. Lowering rates would be nice too"  
[X Link](https://x.com/DheerajNam/status/1823054102558859315)  2024-08-12T17:49Z [----] followers, [---] engagements


"Liquidation value is approx. 45M if you count lease liabilities. Current market cap of 15M so 3x. Maybe a double for Margin of Safety. Future royalties might be coming in too. If not counting lease liabilities assume a quick liquidation full settlement to be received and future royalties I could see a 5-6x here. Bear: $20 Base: $30 Bull: $60"  
[X Link](https://x.com/DheerajNam/status/1823138397872927028)  2024-08-12T23:24Z [----] followers, [--] engagements


"@yetundiscovered @chiekoboom Yup Was hoping for a slam dunk investment haha"  
[X Link](https://x.com/DheerajNam/status/1823170960876572984)  2024-08-13T01:33Z [----] followers, [--] engagements


"@GinoTheGhost Steelcase Leap v2 better imo. Even cheaper used on eBay"  
[X Link](https://x.com/DheerajNam/status/1823171168964145280)  2024-08-13T01:34Z [----] followers, [----] engagements


"Anyone ever look into $MKZG or Mladinska knjiga Zalozba. A book publisher in solvenia. Trades at a LTM PE of [--] P/TBV of [----]. P/FCF of [--]. Trades like [--] times a year though"  
[X Link](https://x.com/DheerajNam/status/1823189954970947822)  2024-08-13T02:48Z [----] followers, [---] engagements


"@Phototogboy I mean theyre making money - does it matter what we call them Activists dont take [--] year long positions. But fair to call them scalpers 🤣. Id be ok with being called a scalper if it came with a 9-10 figure payout"  
[X Link](https://x.com/DheerajNam/status/1823489796963987704)  2024-08-13T22:40Z [----] followers, [--] engagements


"$RGS trading at 3x [----] FCF with a guaranteed reinvestment return by reducing debt at 14% interest rate. Capital light franchise business selling an essential service(haircuts) at a low price. Just had [--] a share of debt forgiven"  
[X Link](https://x.com/DheerajNam/status/1823792304211288168)  2024-08-14T18:42Z [----] followers, [----] engagements


"Buffett bought $ULTA interesting"  
[X Link](https://x.com/DheerajNam/status/1823815594237682002)  2024-08-14T20:14Z [----] followers, [---] engagements


"Interesting pickups from 13Fs. $SOLV $ABG/ $LAD/ $STLA and $CPRI"  
[X Link](https://x.com/DheerajNam/status/1823875478119166305)  2024-08-15T00:12Z [----] followers, [---] engagements


"I cannot believe $COST is more expensive than the mag7. There are two identical products in BJ's and Sam's Club - the moat is overstated here"  
[X Link](https://x.com/DheerajNam/status/1825687012600365560)  2024-08-20T00:11Z [----] followers, [---] engagements


"@BenFranksAltEgo I used to have memberships to both Costco and Sams Club. Just dont understand how a retailer is more expensive than $AAPL or $GOOG"  
[X Link](https://x.com/DheerajNam/status/1825720551521828864)  2024-08-20T02:24Z [----] followers, [--] engagements


"Wow the PV of the [---] M in NOLs for $RGS assuming used over [--] years with a 10% discount rate and a 21% tax rate is $72M. Thats more than the current market cap today"  
[X Link](https://x.com/DheerajNam/status/1825973405444718609)  2024-08-20T19:09Z [----] followers, [---] engagements


"@LukeWolgram Also burned on this name in terms of opportunity cost. I also dont get it but have cut my exposure. Holding onto some just in case"  
[X Link](https://x.com/DheerajNam/status/1825984121291571484)  2024-08-20T19:51Z [----] followers, [---] engagements


"$SBUX should just add boba to the menu"  
[X Link](https://x.com/DheerajNam/status/1825988369978904950)  2024-08-20T20:08Z [----] followers, [---] engagements


"I now understand why @BillAckman was buying $HHH. I can see the value of the tin building/seaport since I literally live across from it and that's just one small piece of the $SEG portfolio"  
[X Link](https://x.com/DheerajNam/status/1826014857579175964)  2024-08-20T21:54Z [----] followers, [----] engagements

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