kab60 (@kab604) profile picture

kab60

@kab604

I like stocks that go up. Change my mind quickly. Try not to do dumb shit.

Joined December 2020
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Gonna reload buyback another 1B 1st of Jan... Leverage below 3.75x, guess they take another stab at it into YE... Equity investors are a bunch of pussies. Jared rides rockets into space. No maturities until '32. 馃敤馃敤馃敤馃殌馃殌馃殌
kab60 (@kab604) profile picturekab60@kab6045h
$FOUR ride or die 馃殌馃殌馃殌
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Oh, memory bois cooked. Someone wasn't situationally aware?
kab60 (@kab604) profile picturekab60@kab6042h
So is this the Yen carry trade unwinding?
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So is this the Yen carry trade unwinding?
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$AN mngmt saying stock is cheap:
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$FOUR ride or die 馃殌馃殌馃殌
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You think mngmt does a bit of self-reflection when they lower guidance and drop this line "this performance is not without room for criticism"... But then they blame it on macro factors: Travel disruptions, currency fluctuation, inflation! Kinda Trump'ish being honest馃槵
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Anyway, this is a wild trading sardine. Gotta catch 'em when you can!
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After taking a yuuuge loss by (somewhat) trusting Walgreens' former CFO (at $FIS), I'm plowing into $Adyen, where Klarnas' new CFO will soon be wielding his influence. Ride or die.馃ぁ馃殫 馃殌
kab60 (@kab604) profile picturekab60@kab604Nov 4
馃ぁ馃槵(you play with levered shitcos, you sometimes get shat on!)
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馃ぁ馃槵(you play with levered shitcos, you sometimes get shat on!)
kab60 (@kab604) profile picturekab60@kab604Sep 30
Getting hard to justify $CSU.TO > $FIS ... Sure, culture and all that, but FIS sells the stickiest shit & has LT contracts, is (much) cheaper, has more torque (cheap leverage!) & ~organic growth ~the same
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$GPN amending bylaws, I'm no lawyer and Gemini thinks it's nothing. My initial thought was co. wants to limit risk of litigation (in response to takeover?). What say the masses? Usual corporate hygiene or something else?
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Intelligence has never been cheaper and more abundant, and yet people seem as dumb as ever. I understand people don't like the democratic candidates, but the blatant grift is wild. Clectocratic family looting the Country like a banana republic.
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$IPCO earnings+conference call was A+. Everything that matters look good (Blackrod). "Early results indicating encouraging subsurface performance" > expansion most likely starting in '28. Massive (and scarce) asset. Wonder if they see it through or someone comes for it.
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$GPN might get taken out by CDR+GTRC... 5xFCF, ~MSD growth, expanding margins... Who would've thought
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"The current environment strongly favors allocating capital toward share repurchases and as such we have secured Board authorization for an additional $1 billion in share repurchases" $AN up pre-market, $GPI and $ABG up biggly since the lows... These things shouldn't trade ~7x
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Stock down 10% as co. scraps midterm margin guidance. I'd be interested if I could gain comfort in mngmt, but having a CFO as CEO - and doing a 180 on acquisitions without much explanation - doesn't give me comfort. Also- hiring a new CFO from Klarna is just a massive red flag.
kab60 (@kab604) profile picturekab60@kab604Sep 23
$Adyen just joined the legacy shitco basket of payment co's
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^^ All that said... EV approaching 20B... Starting to trade ~toaster territory on ~29 numbers... Seen worse bets!
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$GPI reported, their death was exaggerated... "In the U.S. we grew same-store customer pay revenue and repair orders 3% and 4% YOY"... UK turnaround progressing well... Sold stores worth ~325m to reduce debt post acquisition of Hennessy...
kab60 (@kab604) profile picturekab60@kab604Oct 27
Replying to @kab604
In other dealership news, Conifer keeps buying $GPI - another 100k last week and now owning ~18% of the co.
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Analysts and investors freaked out about comments re P&S last Q, as customer affordability gets squeezed.. But $GPI and $ABG results show there's plenty of work to go around... Warranty work is episodic, but LT trajectory seems up & to the right... Tight mkt given lack of techs
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Rate-of-change investors getting excited, as they needed the all-clear-bottom-is-in $ABG $AN $GPI
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