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![Investmentideen Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1286970539354054656.png) Paul, not a CFA [@Investmentideen](/creator/twitter/Investmentideen) on x 18.5K followers
Created: 2025-07-17 12:40:48 UTC

You won't always have a track record. Sometimes, the business starts to improve and generate cash. 

So, what's next? 

Easy, when you see a XXX% capital return policy or good m&a in the past. 

Have a look at $TBTC. How would you assess quality of management here?

Great business, cheap.


XXXXX engagements

![Engagements Line Chart](https://lunarcrush.com/gi/w:600/p:tweet::1945826013658886633/c:line.svg)

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[Post Link](https://x.com/Investmentideen/status/1945826013658886633)