Alpha Doggy Style @AwkwardQuant

Joined March 2020

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Alpha Doggy Style @AwkwardQuant

3 years ago

@claudedwalker Private Equity owned. Not profitable pre IPO (all financials pro forma). IPO during covid when over earning and so shorts question sustainable margins. Still PE overhang - if they don’t do big merger PE will sell and you cover. No other consolidation opportunities of scale.

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Alpha Doggy Style @AwkwardQuant

3 years ago

@claudedwalker @DickerData @FinancialReview I always thought the rem structure was what differentiates this business in a competitive industry. But it does not make sense that they raised equity recently while paying 100pc of profit out as dividends. This might be the real reason he doesn’t meet fund managers anymore.

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Alpha Doggy Style @AwkwardQuant

3 years ago

@ArrowInvestor Or just remove it altogether like Wilson Asset Management!

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Alpha Doggy Style @AwkwardQuant

3 years ago

@puppyeh1 @RonShamgar Suggest settling this over a head to head Livewire segment. “Buy, Hold, Sell - Fintwits no holds barred edition”. It will be cheaper and more enjoyable for all. Rules are no shitcos/EML allowed and only stocks where you disagree.

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Alpha Doggy Style @AwkwardQuant

3 years ago

@RonShamgar That doesn’t mean your stocks will be up

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Alpha Doggy Style @AwkwardQuant

4 years ago

@abc730 @David_Speers @TimReedBCA Motherhood statement and completely ignoring my point that real wage growth not proportionate to profits should be goal.

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Alpha Doggy Style @AwkwardQuant

4 years ago

@abc730 @David_Speers @TimReedBCA @David_Speers questions were off. Wage growth v profit growth is not the test unless you’re a commie. @TimReedBCA is correct.. profits are fickle as we will find out over next couple years. Real wage growth / increased purchasing power should be the objective over the long term.

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Alpha Doggy Style @AwkwardQuant

4 years ago

@BruceSpence3 @SDHamiltonVIC @abc730 @sallymcmanus @ABCFactCheck Isn’t that due to asset prices and monetary policy?

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Alpha Doggy Style @AwkwardQuant

4 years ago

@LiquidGlenno @GrogsGamut It means they are volatile due to inherent operating leverage in business. Would be more helpful to look at data by industry not in aggregate

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Alpha Doggy Style @AwkwardQuant

4 years ago

@BruceSpence3 @SDHamiltonVIC @abc730 @sallymcmanus @ABCFactCheck Corporate taxes in Australia and marginal tax rates for high incomes are high. Rather focus on tax loopholes and monetary policy (eg neg gearing.) The real culprits responsible for wealth divide are central banks. Asset prices have caused much more division than wages.

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Alpha Doggy Style @AwkwardQuant

4 years ago

@BruceSpence3 @SDHamiltonVIC @abc730 @sallymcmanus @ABCFactCheck You’re missing my point. Wage growth v profit growth is not the right comparison. Real wage growth is the issue. I support increasing real wages, especially for certain sectors like healthcare and education. However I’m arguing benchmarking wages to profits is the wrong approach.

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Alpha Doggy Style @AwkwardQuant

4 years ago

@ThePom12 @GrogsGamut Not true but good job pulling at heart strings. Completely depends on the business. For many businesses wages are a fixed cost so goal is sustainable increase in real wages. Plus if the boss is the one who put capital at risk in the first place then this is how it should be.

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Alpha Doggy Style @AwkwardQuant

5 years ago

@puppyeh1 @RonShamgar Amazing it went from failed IPO and GoFundMe to a hot IPO and market darling in a couple of years. Signs of the times.

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Alpha Doggy Style @AwkwardQuant

5 years ago

$BKG FY21 result title was "Booktopia smashes prospectus forecasts". For the sake of consistency today's d/grade should've been "Booktopia profitability smashed". Today's update indicates trouble started during lockdown, before AGM update and subsequent CEO selldown. Oh boy. 😤

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Alpha Doggy Style @AwkwardQuant

5 years ago

@zhanginu @Filapek When insiders sell. Low cost of equity + BS capacity = 1 acquisition away from being a 25x P/E stock.

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Alpha Doggy Style @AwkwardQuant

5 years ago

If I were an $AIM shareholder I'd be pretty concerned about what appears to be a lack of sophistication when if comes to understanding public markets and managing expectations. In my experience this is a red flag.

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Alpha Doggy Style @AwkwardQuant

5 years ago

@zhanginu @filapek Agree with @filapek.. wrong to compare $JLG with other ASX contractors. Capital light with high incremental ROC and annuity revenues servicing insurers. $SSM would come close but had short-dated revenue visibility leveraged to NBN. Even so, it ain't cheap on 40x P/E.