Garpy Guy @garpyguy

@AggieCapitalist Anything in particular worth noting? Curious who you spoke with (customer, competitor, etc) and if they had anything to say about accounting practices or FCF conversion

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Garpy Guy @garpyguy

3 years ago

@lexfridman @MrBeast Can you please do Ed Thorp

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@Michhhhh43 @LukeWolgram Yes it’s >=10% if they are doing buybacks (assuming multiple stays the same or expands relative to cost basis), but in terms of growth capex, if there’s no growth then the return on any incremental reinvestment is 0% at best

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Garpy Guy @garpyguy

4 years ago

@LukeWolgram But you just said it doesn’t grow… 10% yield to equity for 10 years is 2.0x MOIC, 7.2% IRR. S&P has returned ~10% IRR since 1926

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Garpy Guy @garpyguy

4 years ago

@LukeWolgram Not sure what kind of math you are doing but a 10% yield to equity in year 1 does not equate to a 10% IRR

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Garpy Guy @garpyguy

4 years ago

@OtterMarket I think you are giving the market too much credit. The stock trades like $50k a day and has close to zero institutional ownership. These are not sophisticated buyers

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Garpy Guy @garpyguy

4 years ago

@AltaFoxCapital $MVP.TO

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Garpy Guy @garpyguy

4 years ago

@TheRealDavey2 @RemindMe_OfThis Just talking shit. I do not short, hedge, or even take strong macro views/positions

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Garpy Guy @garpyguy

4 years ago

@TheRealDavey2 @RemindMe_OfThis Haha no but I wish I did. I still think this and ARK puts were a fairly cheap hedge at the time. But yeah you’re 100% right that you could’ve been assigned and totally crushed shortly after