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Stratus Young Profile picture
Stratus Young
@StratusYoung
I write a monthly deep dive on different stocks at https://t.co/noqphGWw7U
Jan 13, 2022 • 8 tweets • 2 min read
$ATZ Q3 - 2022 Earnings:
(in Canadian dollars)

My thoughts are below. Financials

Actual:
Revenue = $453mn
Gross profit margin = 46.35%
EBITDA = $102mn
EBIT = $91mn
FCF = $187mn

Consensus:
Revenue = $369mn
Gross profit margin = 44.75%
EBITDA = $96mn
EBIT = $60mn
FCF = $79mn
Mar 17, 2021 • 42 tweets • 12 min read
Graham & Doddsville Newsletter Thread:

Will continue to update over time. #1 - Richard Pzena

grahamanddoddsville.net/wordpress/File…
Feb 5, 2021 • 29 tweets • 7 min read
Thread:
Q4 - 13-Fs from funds I follow.

RT to share! AKO Capital

$LIN 12% - trim
$BKNG 8% - 155% increase
$EBAY 7% - add
$V 7% - add
$EL 5% - trim
$GOOG 5% - add
$NKE 5% - add
$RACE 4% - trim
$OTIS 4% - add
$PG 4% - add

New: $RMD
Jan 17, 2021 • 14 tweets • 3 min read
If you're in college and/or want to do fundamental research for HFs/AM firms/whatever else, read this thread. Before doing anything else, start by reading the classic investment books: Intelligent Investor, Common Stocks and Uncommon Profits, Peter Lynch's books, Margin of Safety, just any books you can get your hands on.

After some time all the reading will be the same.
Jan 16, 2021 • 10 tweets • 3 min read
Thread: Slugging Percentage vs. Batting Average Here are the definitions of slugging percentage and batting average.

Batting average = hits / at-bats. In investing = successful outcomes / total outcomes.

Batting average = your win rate.

The whole "you need to be right 51% of the time to be successful" is complete BS.
Dec 30, 2020 • 12 tweets • 5 min read
Thread: $SHOP - Long-term bull thesis. Shopify is $AMZN's archnemesis.

@Shopify empowers merchants and entrepreneurs to grow their businesses. The number of tools to start and scale a business/side hustle is only increasing.
Nov 14, 2020 • 38 tweets • 7 min read
Q3 - 13-F thread from some funds I follow. Center Lake Capital

$COUP 18% - Sold
$LBRDK 15% - Bought
$CSGP 14% - Bought
$MSFT 13% - Bought
$ADBE 11% - Sold
$NOW 11% - Sold
$AMZN 11% - Sold
$RNG 4% - Sold
$TEAM 2% - Sold
$NET 1% - New
$BILL 0.05% - New
$AYX - Sold all