RAMco Capital
2.4K posts
@WillBiddy_ Right, re-rating to a duopoly though? As a $FICO holder, I’m too familiar.
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its a threat sure, but Copart has maintained the leading position for decades now.
Over the past year or so RBA has gained some of the market share that they recently lost back but the dominant trend is that Copart has the better business, better value proposition to customers, and higher margins.
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$CPRT is arguably the most disrespected compounding machine in the entire market currently.
-Incredibly wide moat
-Owns ~90% of their land
-AI beneficiary long-term
-Duopoly with largest market share
I think its about time for me to pull the trigger on this one...
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RAMco Capital أُعيد تغريده
@taobanker They really are. VZ ate so much shit in 2022/2023 because of that
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Everyday I drift closer. Did buy some $BRK today
RAMco Capital@RAMCOCAPITAL
Going to see all my stocks (besides $MCO and $fico, of course) and buy $brk, Japanese trading cos, tobacco, beer, and energy drinks. See everyone on the beach.
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Incoming “why did these compounders stop compounding” tweet.
Long Equity@long_equity
I’m always on the lookout for high quality companies that are rarely discussed. Here are six companies from the S&P 400 with linear share price growth over the last 15 years. Do you own or follow any of them?
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Man, this drawdown in $Fmcc and $fnma is wild. I think they’re generally uninvestable, but they were a fantastic way to play a Trump victory.
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There’s something funny about Dev hating Mag7 because of cap allocation while he sat there and watched $spgi acquire ihs
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People were really out there buying $FnmA and $Fmcc above $10/share
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It was really shooting fish in a barrel at this point.
RAMco Capital@RAMCOCAPITAL
I always kicked myself for missing $Tyl below $300 in late 2022….
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RAMco Capital أُعيد تغريده
Was always surprised (but not shocked) this didn’t receive more attention back in February.
Any GSE LLPA putting VS4 on terms even close to Classic FICO (let alone 10T) should be considered on this basis.
10T LLPA should without question be released at same time as VS4.
@pulte
$FICO $EFX $TRU $EXPN
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@riddle245 I honestly meant to respond to you earlier because I realized how much this had fallen. I’ll need to pencil out my numbers again. You adding?
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@RAMCOCAPITAL Haha harder to get excited about a 15% drawdown when you got stocks that have been flat the past 2 years
Yeah less so right now but maybe another 5% down was running the numbers a bit.
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$fer on a legendary tear. Once NTO opens, to the moon we go.
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@riddle245 If I wasn’t bleeding at every other position I’d spend more time here.
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@RAMCOCAPITAL Okay now I feel like getting a bit more interesting? Maybe a bit more to go there
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@RAMCOCAPITAL Certainly not similar outside of the price going down. Two very different reasons however
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