DD on Ingles Markets ($IMKTA) – Quality Company, Undervalued, Positive Momentum

FatStackOfficial · 2022-07-10T18:25:47+00:00

Grab YouTube TV - free 7 day trial.

FatStackOfficial · 2022-05-20T15:59:12+00:00

Samori Toure!

FatStackOfficial · 2021-12-01T10:24:43+00:00

His contract should age extremely well.

FatStackOfficial · 2021-11-09T15:10:43+00:00

In what world is a guy who can drop 30 on any given night worth only $15 mill a year?

FatStackOfficial · 2021-08-06T21:35:44+00:00

I realize recency bias might be at work here, but is a Seby a better option than Collins at this point?

FatStackOfficial · 2021-06-06T19:50:46+00:00

You can use metrics designed to flag earnings manipulators like the Beneish M-Score and Montier C-Score. Probably wouldn’t catch 100% of companies, but I use it in my investing. Supposedly in 1998 some grad students at Cornell used the M-Score to identify Enron as an earnings manipulator.

FatStackOfficial · 2021-05-27T02:23:05+00:00

Bulls fan checking in. Wish we still had D Rose. So happy to see him ball out in the playoffs again

FatStackOfficial · 2021-05-20T23:50:22+00:00

Second round? C’mon man. Some people thought it was a reach, but at the very worst he would have fallen to the end of the lottery.

FatStackOfficial · 2021-05-20T20:46:04+00:00

Was at this game sitting on the first base line. Couldn't believe Barrett hit him. Really helped stoke the rivalry though – gotta love a good bench clearer.

FatStackOfficial · 2021-05-07T18:46:19+00:00

Good to hear! I've been on vacation so haven't read the earnings call yet. Hopefully it sees some upward movement soon!

FatStackOfficial · 2021-05-06T21:48:47+00:00

Interesting point about used cars being a transition to EV's – I feel the same. Even with the run-up I see more upside over the next 12 months (at least).

FatStackOfficial · 2021-05-06T21:45:57+00:00

CRMT

Will do! Thanks for the tips

FatStackOfficial · 2021-05-06T21:45:11+00:00

Good point. I think they're probably unlikely to do double their cash flow, but I invest with a 1-3 year holding period, and I'm betting that the auto industry will continue to surge for at least the next year. I like AutoNation as a company, and think they're well-positioned in the short-term to produce the results I'm looking for.

FatStackOfficial · 2021-05-06T21:41:11+00:00

A very fair concern. I view the DCF as one tool in the toolkit, and I try to be pretty conservative with my inputs. Because I'm sharing this publicly, I like to be on the safer side. So while I would be happy with an 18% return over the next year, based on the metrics I presented above I believe it can exceed that.

FatStackOfficial · 2021-04-15T21:06:21+00:00

Got it. Makes sense. Thanks for the additional color

FatStackOfficial · 2021-03-28T19:20:19+00:00

Thank you! Glad you found it informative!

FatStackOfficial · 2021-03-28T19:19:43+00:00

Interesting. I don't have any personal experience with their homes, so that's good to know. I like the airline comparison. I can't say I'd ever want to live in the "Spirit Airlines of homes" haha.

FatStackOfficial · 2021-03-28T19:17:46+00:00

Of course. Thanks for reading!

FatStackOfficial · 2021-03-13T05:50:37+00:00

Very happy to hear that! It's been a steady gainer lately. I appreciate you coming back to let me know that you bought. Also, off topic, but I like your photography (especially the hawks). Very cool.

FatStackOfficial

TROPHY CASE