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Bio: I like adjusted, pro forma, fully synergized, constant currency, non-GAAP EBITDA and the Velvet Underground. Not advice, views are my own.

08:18 AM  10/05/18 reply  |  re-tweet

Not that the fundamentals actually matter right now but... $FBHS (Msgs, Twts) $MAS (Msgs, Twts)

08:20 AM  10/04/18 reply  |  re-tweet

Aluminum cans taking share in new beverage launches $BLL (Msgs, Twts) $CCK (Msgs, Twts) $BERY (Msgs, Twts)

12:28 PM  09/25/18 reply  |  re-tweet

$CMCSA (Msgs, Twts) pays ~$3B more for Sky than expected yet stock loses $10B of market cap? 🧐🤔

08:49 AM  09/25/18 reply  |  re-tweet

$BHC (Msgs, Twts), formerly VRX, has returned to organic growth. It's levered 7x & EV/EBITDA is 10x. They can de-lever ~1 turn/y…

07:34 AM  09/14/18 reply  |  re-tweet

$ASB (Msgs, Twts) on competition in CRE loans from non-banks.

11:18 AM  09/10/18 reply  |  re-tweet

Macau exposed names hated. $WYNN (Msgs, Twts) at 9% FCF yield

08:49 AM  08/29/18 reply  |  re-tweet

Macquarie has been buying shares of Macquarie Infrastructure $MIC (Msgs, Twts) almost every day since May 10th

12:39 PM  08/27/18 reply  |  re-tweet

@MoatsLikeKodak Big fan of $WBS (Msgs, Twts). Deposit beta within HSA is extremely low and the HSA deposit growth allows for pay…

07:18 AM  08/22/18 reply  |  re-tweet

@BluegrassCap FWIW, $KEYS (Msgs, Twts) call last night had some interesting commentary on A&D market

07:16 PM  08/15/18 reply  |  re-tweet

After this bloodbath in China Internet stocks, $WUBA (Msgs, Twts) comes out swinging.

06:20 PM  08/15/18 reply  |  re-tweet

@ToddWenning @morganhousel @TrentBlair19 💯 Unfortunately it’s parent $PHG (Msgs, Twts) is not.

07:37 AM  08/15/18 reply  |  re-tweet

$MXIM (Msgs, Twts) not seeing China/tariff related slowdown

08:11 AM  08/13/18 reply  |  re-tweet

Stuffing the channel to boost the numbers, lavish spending...inside view of post-acquisition blues. $MCHP (Msgs, Twts)

05:46 PM  08/10/18 reply  |  re-tweet

Hard to see how this situation isn’t really bullish for $TPX (Msgs, Twts)

11:28 PM  08/08/18 reply  |  re-tweet

Don’t forget there is still 20% off $CHTR (Msgs, Twts) for a limited time.

08:39 AM  08/08/18 reply  |  re-tweet

Political ad revenue coming a bit earlier this year... $NXST (Msgs, Twts)

09:11 PM  08/03/18 reply  |  re-tweet

$MGM (Msgs, Twts) guidance just got a little safer.

08:02 AM  08/03/18 reply  |  re-tweet

$FND (Msgs, Twts) on macro headwinds impacting home repair & remodel

12:13 PM  07/27/18 reply  |  re-tweet

Cable cash flow growth (EBITDA less capex) at $CMCSA (Msgs, Twts) grew 16% in Q2. This is the best result of any quarter since Q…

07:34 AM  07/25/18 reply  |  re-tweet

A month after pulling the plug on going all-in on wireless, $AVGO (Msgs, Twts) goes all-in on infrastructure software. That’s so…

12:05 PM  07/23/18 reply  |  re-tweet

Third point's $PYPL (Msgs, Twts) thesis from Q2 letter

09:22 AM  07/18/18 reply  |  re-tweet

Seems clear that $CCL (Msgs, Twts)'s issues are really company specific, namely, outsized Puerto Rico exposure and unhedged fuel.

09:20 AM  07/18/18 reply  |  re-tweet

$NCLH (Msgs, Twts) - "...the booked position for full year 2019 not only remains well ahead of the prior year’s record levels, t…

07:10 AM  07/18/18 reply  |  re-tweet

$MLNX (Msgs, Twts) - looks like they lost 10 points of share in the past year.

09:43 AM  07/17/18 reply  |  re-tweet

$OMC (Msgs, Twts) poured cold water on hopes of legacy media rally post $NFLX (Msgs, Twts) results...

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