@heartofthesea.bsky.social
wild performance numbers
he's back to beating the S&P!! 😲
like the carvana guy
he's back to beating the S&P!! 😲
like the carvana guy
November 26, 2025 at 8:43 PM
wild performance numbers
he's back to beating the S&P!! 😲
like the carvana guy
he's back to beating the S&P!! 😲
like the carvana guy
lmao, not once, but twice!!
November 21, 2025 at 6:01 PM
lmao, not once, but twice!!
amazing the games companies play with proxies and compensation policies
from vosscap deck on griffon. GFF removed low CEO pay/high TSR peers and replaced them with high CEO pay/low TSR peers in the comparison set to make themselves look better:
from vosscap deck on griffon. GFF removed low CEO pay/high TSR peers and replaced them with high CEO pay/low TSR peers in the comparison set to make themselves look better:
November 21, 2025 at 5:59 PM
amazing the games companies play with proxies and compensation policies
from vosscap deck on griffon. GFF removed low CEO pay/high TSR peers and replaced them with high CEO pay/low TSR peers in the comparison set to make themselves look better:
from vosscap deck on griffon. GFF removed low CEO pay/high TSR peers and replaced them with high CEO pay/low TSR peers in the comparison set to make themselves look better:
Gemini sums up the last 10 years for Sunbelt REITs
November 20, 2025 at 6:38 PM
Gemini sums up the last 10 years for Sunbelt REITs
wonderful business that I sucked my thumb on at IPO. Has done very well, both biz and stock:
November 20, 2025 at 6:21 PM
wonderful business that I sucked my thumb on at IPO. Has done very well, both biz and stock:
what explains this?
Oil stocks up while WTI is down significantly
Oil stocks up while WTI is down significantly
November 17, 2025 at 5:12 PM
what explains this?
Oil stocks up while WTI is down significantly
Oil stocks up while WTI is down significantly
with hemnet
November 12, 2025 at 7:57 PM
with hemnet
Classifieds marketplaces in the last 3 months
November 12, 2025 at 7:56 PM
Classifieds marketplaces in the last 3 months
November 12, 2025 at 6:59 PM
Feels a lot like this right now
November 11, 2025 at 3:49 PM
Feels a lot like this right now
$WKL Wolters-Kluwer
November 7, 2025 at 5:16 PM
$WKL Wolters-Kluwer
Barry Callebaut - unreal valuation from 2015-2022 before the cocoa supply mess. a friggin cacao bean roaster for 26x PE, crazy times those were.
November 5, 2025 at 9:54 PM
Barry Callebaut - unreal valuation from 2015-2022 before the cocoa supply mess. a friggin cacao bean roaster for 26x PE, crazy times those were.
$MUSA vs. $CASY - latter is viewed as a growing food retailer and the former as a gas station for low income customers
October 16, 2025 at 2:53 PM
$MUSA vs. $CASY - latter is viewed as a growing food retailer and the former as a gas station for low income customers
Relentless re-rating of food retailers
eg Loblaws, Casey's, Wal-Mart and Costco 2009 to now
Explosive since the end of 2023.
Perhaps a mix of market paying up for inflation protection and general relentless re-rating of stonks.
eg Loblaws, Casey's, Wal-Mart and Costco 2009 to now
Explosive since the end of 2023.
Perhaps a mix of market paying up for inflation protection and general relentless re-rating of stonks.
October 16, 2025 at 2:33 PM
Relentless re-rating of food retailers
eg Loblaws, Casey's, Wal-Mart and Costco 2009 to now
Explosive since the end of 2023.
Perhaps a mix of market paying up for inflation protection and general relentless re-rating of stonks.
eg Loblaws, Casey's, Wal-Mart and Costco 2009 to now
Explosive since the end of 2023.
Perhaps a mix of market paying up for inflation protection and general relentless re-rating of stonks.
$GRG.LN really is the British Tim Hortons
September 26, 2025 at 7:28 PM
$GRG.LN really is the British Tim Hortons
LFG boys, we doin ratings arb again
September 17, 2025 at 6:53 PM
LFG boys, we doin ratings arb again
September 15, 2025 at 9:26 PM
"After recording more than 2,015% growth over
the last 20 years, the bourbon market is expected
to continue its progress at a steady rate of 6.2%
per year until 2032. By 2032, it is projected to
reach $14.3 billion."
the last 20 years, the bourbon market is expected
to continue its progress at a steady rate of 6.2%
per year until 2032. By 2032, it is projected to
reach $14.3 billion."
September 9, 2025 at 2:32 PM
"After recording more than 2,015% growth over
the last 20 years, the bourbon market is expected
to continue its progress at a steady rate of 6.2%
per year until 2032. By 2032, it is projected to
reach $14.3 billion."
the last 20 years, the bourbon market is expected
to continue its progress at a steady rate of 6.2%
per year until 2032. By 2032, it is projected to
reach $14.3 billion."
Dana's off-highway business:
August 1, 2025 at 6:01 PM
Dana's off-highway business:
essex: apartments in NorCal/SoCal and Seattle.
July 31, 2025 at 7:55 PM
essex: apartments in NorCal/SoCal and Seattle.
$ALEX: Hawaii / Honolulu always a very very tough market to add supply, both in retail and industrial.
July 31, 2025 at 7:55 PM
$ALEX: Hawaii / Honolulu always a very very tough market to add supply, both in retail and industrial.
Some REITs with favourable future supply dynamics:
Public Storage
self-storage supply growth looking favourable over the next 2-3 years. So much local variation in this number though. Lots of new supply in Texas, not so much in california or new york.
Public Storage
self-storage supply growth looking favourable over the next 2-3 years. So much local variation in this number though. Lots of new supply in Texas, not so much in california or new york.
July 31, 2025 at 7:55 PM
Some REITs with favourable future supply dynamics:
Public Storage
self-storage supply growth looking favourable over the next 2-3 years. So much local variation in this number though. Lots of new supply in Texas, not so much in california or new york.
Public Storage
self-storage supply growth looking favourable over the next 2-3 years. So much local variation in this number though. Lots of new supply in Texas, not so much in california or new york.
UPS going back to being a boomer co now that COVID ecomm boom is over
July 30, 2025 at 8:34 PM
UPS going back to being a boomer co now that COVID ecomm boom is over