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Adrián, in the arena trying stuff  Profile picture
Adrián, in the arena trying stuff 
@adrivalue
Buy-side business analyst 🧐 | Focus on moats, Micro Caps and gold royalties, why not? | Collaborator in @InvertirDesde0
Sep 5, 2023 • 17 tweets • 6 min read
I owed you a thread about $ARM

Spoiler alert: it will contain some nasty tricks of @masason 🚩🚩🚩

cc $SFTBY $ARM "designs, develop and licenses high-performance, low-cost and energy-efficient CPU products and related technology"

That's ideal for portable devices like smartphones, tablets, laptops... Image
Mar 3, 2022 • 10 tweets • 3 min read
$CSU.TO announced its biggest acquisition EVER!!

They're paying $700m for Allscripts' Hospitals and Large Physician practices segment with $900m+ in annual revenue

Implied EV/Sales of 0.9x
EV/Adj. Gross Profit 2.7
EV/Adj. EBIT 14.5

More 👇 Is a shrinking business with a -6% revenue CAGR over the last 3 years, a full-fledged turnaround, just the way ML likes it 💘

The business will be managed under the umbrella of Harris healthcare, where the CEO knows how to reduce attrition, one of the biggest issues of this acq.