Investing. Any opinions my own.
Tennessee, USA
Joined January 2022
- Tweets2.2K
- Following984
- Followers5.8K
- Likes35.6K
Pinned Tweet
$SYF Quick pitch: bank that trades at 1.25x tangible book, has de minimis deposit flight risk, & targets (earns) a 28% return on tangible equity. While perennially discounted in relation to business quality, SYF is now exceptionally cheap (less than 5x earnings).
Has there ever been a greater level of delusion presented in a slide deck? $ABR
$ABR
#ArborRealtyTrust reported its Q3 2026 financial results at 10 a.m. on October 30. Read the press release: ir.arbor.com/news-releases/n…
#EarningsCall #Multifamily #REIT
$TME is a long. At $7.86, Tencent Music has a $12.4B market cap & should earn $1.5B this year (8x EPS). With $6.9B of net cash & investments, you're paying less than 3.5x EV/EBIT for the core operating biz. 1/N
For a dominant, asset-light platform w/growing recurring revenue &increasing returns to scale, TME is absurdly cheap at 8x EPS & 3.4x EV/EBIT. Even if Music Related Services growth slows to mid-single digits, TME could still earn $2B by 2029 w/only 250bps of margin expansion.
