Heavy Moat Investments (@stonkmetal) 's Twitter Profile
Heavy Moat Investments

@stonkmetal

Young self-taught investor and Software dev
| Quality Value Investing
| Writer at Substack
| Entertainment only, no financial advice

ID: 1263832117961723905

linkhttps://heavymoatinvestments.substack.com/ calendar_today22-05-2020 14:00:44

17,17K Tweet

21,21K Followers

832 Following

HonestMath.com (@honest_math) 's Twitter Profile Photo

I’m having a difficult time processing how absurd this is. QQQ and Russell 2000 P/E ratios are capped at 40 and the index averages are intentionally calculated incorrectly?

Heavy Moat Investments (@stonkmetal) 's Twitter Profile Photo

Wow, $ZBRA got demolished YTD. I used to own this, but sold for many reasons like higher than expected cyclicality and little transparency from management. Still a good business and maybe soon attractive?

Wow, $ZBRA got demolished YTD. I used to own this, but sold for many reasons like higher than expected cyclicality and little transparency from management. Still a good business and maybe soon attractive?
StockOpine (@stock_opine) 's Twitter Profile Photo

Help shape the future of StockOpine — in 90 seconds or less. We're collecting feedback from both free and paid readers to improve what we publish. 👉 Take the quick survey here forms.gle/Mt2bZ49vRaE4LT… If you’ve enjoyed our deep dives, earnings reviews, or stock ideas — this

Help shape the future of StockOpine — in 90 seconds or less.

We're collecting feedback from both free and paid readers to improve what we publish.

👉 Take the quick survey here

forms.gle/Mt2bZ49vRaE4LT…

If you’ve enjoyed our deep dives, earnings reviews, or stock ideas — this
Heavy Moat Investments (@stonkmetal) 's Twitter Profile Photo

Today's pitch is a fast growing SaaS business with the potential to achieve a 15% average IRR from here. Find it in the usual place.

Today's pitch is a fast growing SaaS business with the potential to achieve a 15% average IRR from here. Find it in the usual place.
Wolf of Harcourt Street (@wolfofharcourt) 's Twitter Profile Photo

Last week, I let an AI agent handle my entire shopping journey-from research to checkout on a new Smart Watch. I didn’t browse or even know what I’d end up buying. I just described what I needed, and the AI did the rest. Here’s what happened:

Heavy Moat Investments (@stonkmetal) 's Twitter Profile Photo

The $EVS.BR dividend just hit my account.... Well 45% at least... I hate double taxation. How do people glorify dividends so much?

Heavy Moat Investments (@stonkmetal) 's Twitter Profile Photo

At least one decent company emerged from all of the SPACs though ( $VRRM went public in 2019 however). >95% recurring revenue and a large moat. I wrote about Verra Mobility on my blog before. Maybe worth a look again.

At least one decent company emerged from all of the SPACs though ( $VRRM went public in 2019 however). >95% recurring revenue and a large moat. I wrote about Verra Mobility on my blog before. Maybe worth a look again.