What are some red flags for serial acquirers?

$SPOT CFO Vogel - “We’re committed to giving more transparency" Also $SPOT - No Investor Day slide deck, just re-watch the four hour presentation a few times and do your best with some crappy screen shots cc Daniel Ek

Has anyone run some data behind Cramer's statements and whether or not they show any interesting patterns?

Any good recent podcast or book recommendations?

Does anyone have a way to track announced acquisitions without Bloomberg?

What's the smallest number of employees you've seen a public company have? I found a company with 2 employees.

Anyone have good write-ups on $BAM?

"What’s the sense in getting rich just to stare at a ticker tape all day?" - Warren Buffett Ironic too.

Has anyone seen estimates on the odds of the $ICE / $BKI acquisition going through?

Has anyone read the book: "The Warren Buffett CEO" ? Thoughts? Good? Bad? Worth the read?

Do you own a position in $TWTR?

Has anyone done any research or seen any research on the $TGNA deal?

Is there a billboard guy out there? Are those good assets? Any thoughts would be appreciated. Thanks!

What's the downside of buying below replacement cost? If the asset has no value, replacement cost doesn't matter, but maybe land value still matters as a further floor?

Is there a simple way (something as simple as a google search) to tell if a company's specific office location has in-person employees?

What % IRR over a 3-year period would you consider a "fat pitch" ?

Does anyone have a link to a list of recent PE tech deals? Trying to run an analysis.

Anyone got some good stock ideas? I'll take anything. Special situations, short-term plays, LT, anything. Just in need of ideas.

Does anyone have a good process to keep track of all cash M&A deals in a specific sector or a group of sectors?

Open invite for you I’m gonna have some time to kill today Comment back or DM me for creative real estate ideas Free of charge Don’t be shy Whip the horse 🐴