Capital Optimism @capitaloptimism
Irishman in London town substacktools.com/sharex/NmB2hk-B London Joined November 2011-
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Well, I think Terry Smith called the top beautifully...
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@IrishRugby @VodafoneIreland @canterburyNZ Well, we could try playing some rugby for a start
@mr_deepvalue @ScottishHodler Oh mate, gimme a break. Look at this dickhead's timeline
@RealJimChanos As Darth Vader once said, the desperation is strong with this one
@JoeValue It would be nice to own an E-type though I'm sure I'd start cursing the maintenance bills after a year or two
RIP Sam Neill, a gentleman and a legend
@UpslopeCapital You have to admit, this is a pretty good buy signal for the stuff he's exiting...
@JoeValue Nice, I always look forward to your work
@mr_deepvalue I'm signing your SubS but just out of curiosity, do you use screeners to find these companies? My issue is that the screeners use wildly different definitions of FCF and book value
@BehavioralMacro hey Mark, quick one: does the coal sector get the same pass as O&G given your feelings about $XLE?
@mark_dow @SaraEisen @carlquintanilla You think that's bad, I've just discovered this fucking idiot, Anna Paulina Luna
@JoeValue and the PUSU games continue at our favourite oil name
@Jam_invest It always makes me laugh when microcap equity investors start bullshitting about macro...
@R2Discovery Down 9% today, nice buying opportunity 👍🏻
@SteigerwaldValu @ProvenReserves Mate, why are you even responding to this wanker? Look at him. He looks like he couldn't win a fight with a five year old girl
@ClarkSquareCap @chipperPat I like rubbish industries because there is very little competition and where there is a standout player and/or a turnaround specialist
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