Jeremy Raper

@puppyeh1

Australian-raised, American-educated. full-time private investor. Mostly investment related. My opinions only; not investment advice; retweets NOT endorsements.

Vrijeme pridruživanja: listopad 2014.

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  1. 4. velj

    Just like I was a long term investor in in 1999 🤘🏻😎

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  2. 4. velj
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  3. 3. velj

    Interesting. Alden owns 25% of this and now (at least) 6% of . Will the next CEO be amenable to rolling up ?

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  4. proslijedio/la je Tweet
    3. velj

    just filed for Nasdaq registration. Make no mistake this one will fly off the opening gates, compelling quality recurrent earnings with hypergrowth and open ended runway. Buy now, ride the tailwinds, no woudda coudda shoudda. Way to cheap at forward EV/ebitda about 10.

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  5. 3. velj
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  6. 1. velj

    You suspend flights because no one wants to go, ie no demand. Cancelations are informed by fear/hysteria - irrespective of whether ncov is “the flu” or a real pandemic.

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  7. 1. velj

    I thought this interesting. Quite contagious but not very deadly (relatively speaking). Ie an intense version of the seasonal flu. Terrible for China etc but highly likely to be contained globally by modern quarantine procedures...

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  8. 1. velj

    Yes and no. The FCF nos are highly backward looking; it’s on 10x FCFE on my forward nos and they won’t be buying back stock for a while. It is definitely a fraction of replacement cost tho

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  9. 1. velj
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  10. 31. sij

    You can own only one asset for the next 10yrs, if you really wanted to - which begs the question do you really like it that much?

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  11. 31. sij

    This worked, and I covered half today at $29 (thanks 🤑). But I'm keeping the rest bec its clear no-one in China is leaving their house for a month+ and no-one wants the delivery guy who touches a million surfaces coming over. Oh and it might be a fraud.

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  12. proslijedio/la je Tweet
    31. sij
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  13. 31. sij

    If anyone has access or can find the link to the F-1 filing (when it comes out), can you please share? thanks 🙏🙏

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  14. 31. sij

    Can someone explain the to the dip buyers that no one in China will leave home for the next month+...meanwhile the co could default on its bond coupon this weekend and if not negative working capital may well blow them out of the water by end Feb anyhow. Thanks.

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  15. 31. sij

    So trading statement is on the tapes, confirming 115%+ rev growth, 35%+ EBITDA margins - demonstrating scalability. Will have to see how FCF shakes out, but I have it at 15x FCF current year and 10x EV/EBITDA...and still growing 30% pa for the foreseeable future...🤑🤑

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  16. 30. sij

    Yes. The second half of the parabola is my January PnL 🤮🤮

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  17. 30. sij

    rarely traded wider than 4.5% yld and that was much junkier....thoughts? Why doesn’t someone propose this to Gus? Maybe only way to close persistent and illogical discount... 🧐🧐

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  18. 30. sij

    related question for fintwit: where would it trade if it swapped buybacks for divs? It generally buys back $500-600mm a yr (call it 60% of NI). Mkt cap is $7.7bn. So a ‘buyback yield’ of ~7%+ at current...doesn’t it automatically rerate to 4% yld?...

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  19. 30. sij
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  20. 30. sij

    Let the negotiations begin. is damned either way 🤮

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