catamountcap.bsky.social
@catamountcap.bsky.social
trying to prove the EMH hypothesis wrong one stock at a time
or maybe its just a delay tactic to get to jan 20
January 14, 2025 at 5:40 PM
pure tears
December 16, 2024 at 9:29 PM
at 50% below normal mortgage volume, just sayin
December 9, 2024 at 5:37 PM
this limits incremental margins and does not address the zone decline, but the company can continue to buy back stock hand over fist
November 27, 2024 at 2:18 PM
love the thesis on the newly issued TPL cousin, but sentiment got awfully hot, awfully fast
November 26, 2024 at 4:35 PM
This has to be the most over hyped cabinet selection on record right?
November 23, 2024 at 6:27 PM
as a friend rightly said recently, "you were humping it before it was a cool stock, now its a consensus cool stock" but execution still on point
November 23, 2024 at 5:49 PM
and total loss frequency driving growth secularly
November 23, 2024 at 5:48 PM
used car price declines are not crushing ASPs
November 23, 2024 at 5:47 PM
IAA/$RBA is not taking major share
November 23, 2024 at 5:40 PM