@catamountcap.bsky.social
trying to prove the EMH hypothesis wrong one stock at a time
All the makings of a data center boom in west texas, somewhere Murray Stahl is smiling
www.wsj.com/business/ene...
www.wsj.com/business/ene...
Oil Majors Flirt With Electricity
As power generators such as Vistra soar, oil-and-gas giants are dipping their toes into a business where they have some natural advantages.
www.wsj.com
January 22, 2025 at 2:26 AM
All the makings of a data center boom in west texas, somewhere Murray Stahl is smiling
www.wsj.com/business/ene...
www.wsj.com/business/ene...
would be so poetic
December 12, 2024 at 12:53 PM
would be so poetic
Last week pouring some salt in the wounds of any large cap managers who don't peg to index weights to lower tracking error, big hole YTD from such a small group
December 7, 2024 at 4:40 PM
Last week pouring some salt in the wounds of any large cap managers who don't peg to index weights to lower tracking error, big hole YTD from such a small group
this seems more benign for the internet registry operator than many had maybe feared
www.sec.gov/ix?doc=/Arch...
www.sec.gov/ix?doc=/Arch...
https://www.sec.gov/ix?doc=/Archives/edgar/data/1014473/000101447324000044/vrsn-20241125.htm
<?xml version="1.0" encoding="UTF-8"?>
<!DOCTYPE html PUBLIC "-//W3C//DTD XHTML 1.0 Strict//EN" "http://www.w3.org/TR/xhtml1/DTD/xhtml1-strict.dtd">
<html xmlns="http://www.w3.org/1999/xhtml" lang="...
www.sec.gov
November 27, 2024 at 2:16 PM
this seems more benign for the internet registry operator than many had maybe feared
www.sec.gov/ix?doc=/Arch...
www.sec.gov/ix?doc=/Arch...
$CIX.TO take private at multiple well below US RIA peers getting, how fast before they try and arbitrage the Corient value?
www.businesswire.com/news/home/20...
www.businesswire.com/news/home/20...
Mubadala Capital to Take CI Financial Private via Premium, All-Cash Offer
CI Financial has entered into an agreement with Mubadala Capital to take CI private; transaction implies an enterprise value of about C$12 billion.
www.businesswire.com
November 25, 2024 at 1:49 PM
$CIX.TO take private at multiple well below US RIA peers getting, how fast before they try and arbitrage the Corient value?
www.businesswire.com/news/home/20...
www.businesswire.com/news/home/20...
Hard agree with Dev Kantesaria take on the Grant's Podcast that over reliance on consensus forward earnings/multiples will lead to mistakes, very few easy bargains just sitting out there right now
November 23, 2024 at 7:32 PM
Hard agree with Dev Kantesaria take on the Grant's Podcast that over reliance on consensus forward earnings/multiples will lead to mistakes, very few easy bargains just sitting out there right now
No idea on the path of rates, but cost not the only driver of mortgage volume, might me spread sheet crime but can build awfully strong earnings revision case over coming years for a number of stocks $EFX $ORI $FICO
November 23, 2024 at 7:02 PM
No idea on the path of rates, but cost not the only driver of mortgage volume, might me spread sheet crime but can build awfully strong earnings revision case over coming years for a number of stocks $EFX $ORI $FICO
$CPRT Q results throwing cold water all over a couple negative narratives swirling around the stock
November 23, 2024 at 5:34 PM
$CPRT Q results throwing cold water all over a couple negative narratives swirling around the stock