tweetindex
IT

Dirtcheapstocks

@dirtcheapstocks · joined 25 Aug 2019

Trying to find cheap stocks. Win or lose, I must enjoy the journey. Not investment advice. I don't post from any other account on X.

37 295Followers
234Following
588Posts total
172.5KViews on collected posts

Ultimi post

One useful strategy I've used over the last couple years: Find companies with low-cost liabilities. The U.S. went through this crazy 13-year period of historically low rates. Hard to imagine we get back to that level any time soon. But if you know where to look, you can 11.8K views · 96 likes · 4 reposts · 3 replies Open on X →
Warren Buffett earns 39% IRR in merger arb: 1981 - Arcata Corp. It's Buffett playing the oddsmaker, psychologist and businessman all at once. You can read it here: 13.2K views · 77 likes · 6 reposts · 4 replies Open on X →
Having a lot of fun reading about early 2000's Buffett. - 2002 junk debt purchases. - Calling the GFC 4 years before it happened. - Buying Daehan Flour at ~2x earnings and 40% of net cash. I'll work up some case studies over the next few months. 22.9K views · 295 likes · 6 reposts · 15 replies Open on X →
I Want My Options for Free Get what you want without paying for it. https://t.co/EpR2xy4QgB
17.4K views · 21 likes · 4 reposts · 5 replies Open on X →
@dirtcheapstocks Good one. 260 views · 2 likes · 0 reposts · 0 replies Open on X →
@dirtcheapstocks <bookmarking> this stuff is gold. . .. the one for Japan is founder is 90 years old. <cheat codes> https://t.co/waDR9HSiL2
GIF
347 views · 1 likes · 0 reposts · 0 replies Open on X →
@dirtcheapstocks Uuuuu are we LBOing anything any time soon. Would love to see that 981 views · 1 likes · 0 reposts · 0 replies Open on X →
Here's mine: Start with net cash companies. EBIT / 3 / (Prime +5%) > EV You can LBO the whole business with debt at prime + 5% that is covered 3x. Good for identifying undervalued takeout targets. 31.2K views · 179 likes · 11 reposts · 5 replies Open on X →
My favorite "cheap stock" tell isn't P/E or EV/EBITDA. It's the revolver. Market cap < revolver capacity = the market has left this stock for dead. Banks will lend the company more than the whole equity is worth. Dirt. Cheap. 74.4K views · 166 likes · 2 reposts · 22 replies Open on X →

Rispetto ad account della stessa dimensione

9 post degli ultimi 90 giorni, accanto alla fascia di 10K–100K follower. arriva a molti, ma pochi di loro reagiscono.

Visualizzazioni mediane13 242questo account877mediana per 10K–100K
Copertura, %35.51%questo account3.23%mediana per 10K–100K
Interazione, %0.63%questo account1.99%mediana per 10K–100K
MetricaQuesto accountMediana per 10K–100KRapporto
Visualizzazioni mediane per post13 24287715.1×
Copertura (visualizzazioni ÷ follower)35.51%3.23%11.0×
Tasso di interazione0.63%1.99%0.32×

Altri account di questa fascia →   Confronta con un altro account →   Come sono costruiti questi parametri →

Growth & engagement

How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.

Views per post

74.4K27 Aug
31.2K
981
34728 Aug
260
17.4K
22.9K31 Aug
13.2K1 Sep
11.8K3 Sep

Last 9 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.

Engagement rate per post

0.26%27 Aug
0.63%
0.10%
0.29%28 Aug
0.77%
0.18%
1.38%31 Aug
0.66%1 Sep
0.88%3 Sep

Reactions — likes, reposts, replies and quotes — divided by views. Median for 10K–100K accounts is 1.99%.

What the audience does

Likes55.2%838 in total
Reposts2.2%33 in total
Replies3.6%54 in total
Quotes0.3%5 in total
Bookmarks38.7%588 in total

Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.

The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.

Account simili