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@HideNotSlide

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    1. Hide Not Slide‏ @HideNotSlide Aug 6

      Alright, I've had a chance to look through Virtu's Q2 results in more detail. Below is my post-earnings thesis on the stock explaining why I continue to own it & remain bullish over the next 12-36 months:

      3 replies 0 retweets 17 likes
      Show this thread
    2. tangent style‏ @tangentstyle2 Aug 6
      Replying to @HideNotSlide

      With due respect, repeating the content mgmt presents =/=analysis Some ideas of the right Qs to ask that might make you dig deeper on your $3 = $30 conclusion

      1 reply 0 retweets 1 like
    3. tangent style‏ @tangentstyle2 Aug 6
      Replying to @tangentstyle2 @HideNotSlide

      If the company makes $2.69 annualized EPS with $5.5mm ANTI/Day, then why did most recent $5.43mm ANTI/Day Q produce $2.52 of ann EPS?

      1 reply 0 retweets 0 likes
    4. tangent style‏ @tangentstyle2 Aug 6
      Replying to @tangentstyle2 @HideNotSlide

      Similar Q on the extrapolation implications of the Q: Why was the comp $ at the top of their guided range when their revs are below the bottom of their estimate range?

      1 reply 0 retweets 0 likes
    5. tangent style‏ @tangentstyle2 Aug 6
      Replying to @tangentstyle2 @HideNotSlide

      Is the $5.50 median ANTI/day credible? It reflects a series of pro formas that we can’t recreate w/ public data. How would you safety check it?

      1 reply 0 retweets 0 likes
    6. tangent style‏ @tangentstyle2 Aug 6
      Replying to @tangentstyle2 @HideNotSlide

      Calling 21Q2 a worst case environment is simply not credible. It was a 68th %tile VIX, 30th %tile realized vol, and a 93rd %tile share volume quarter (4th best since 2011). How would you characterize that combined envi?

      1 reply 0 retweets 1 like
    7. tangent style‏ @tangentstyle2 Aug 6
      Replying to @tangentstyle2 @HideNotSlide

      Is it credible to CAGR their growth initiatives 15% off a base that included a top 2 ever options MM envi?

      1 reply 0 retweets 0 likes
    8. tangent style‏ @tangentstyle2 Aug 6
      Replying to @tangentstyle2 @HideNotSlide

      Lastly, if the buyback is part of the story, the SBC is part of the expense. It’s a 20c annual EPS drag

      1 reply 0 retweets 0 likes
    9. tangent style‏ @tangentstyle2 Aug 6
      Replying to @tangentstyle2 @HideNotSlide

      Not going to fight U on mult, agree CME expensive. Rather than dying on "this should get more mult" hill, just recognize other $ is just looking at mult history, seeing reg / headline risk and starting valuation at a disc to that history to own the stock today. It's just reality

      1 reply 0 retweets 1 like
      Hide Not Slide‏ @HideNotSlide Aug 6
      Replying to @tangentstyle2

      Thank you for your thoughts/feedback

      5:39 PM - 6 Aug 2021
      • 1 Like
      • tangent style
      0 replies 0 retweets 1 like

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