Hidden Rock Capital

276 posts

Hidden Rock Capital

Hidden Rock Capital

@HiddenRockCap

Investment advisor unearthing asymmetric investments hiding in plain sight. Achieved financial independence before age 40 through outperforming the stock market

United States Присоединился Şubat 2023
173 Подписки326 Подписчики
Hidden Rock Capital
Hidden Rock Capital@HiddenRockCap·
As a proven stock buyback cannibal, we believe $amr can make the most of secularly higher metallurgical coal prices. We are also starting to insider buys and the stock is looking to bounce from its 200 day moving average which would confirm a successful back test of support.
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Hidden Rock Capital
Hidden Rock Capital@HiddenRockCap·
Alpha Metallurgical Resources $amr is a familiar name for us, as it was a 75-bagger from when we bought at its lows in 2020. We are revisiting AMR with a target price of $300-$400, which is a double from its current stock price under $170. hiddenrockcapital.substack.com/p/single-stock…
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Hidden Rock Capital
Hidden Rock Capital@HiddenRockCap·
@CaptainRoyen SND was a good one - I exited too early. After suffering for so long, it's tempting to take gains on these oilfield service names
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Hidden Rock Capital
Hidden Rock Capital@HiddenRockCap·
@valuechad Home builders definitely look really interesting with supportive macro (esp with rates likely to fall) and good technical setup. I also like that many of them are doing huge share buybacks like $len, $dhi, $kbh, $tmhc etc. Any favorites on your end?
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Value Chad
Value Chad@valuechad·
@HiddenRockCap Maybe I should just give you all of my money to invest, joking but not really. would be curious if you have any thoughts on home builders right now
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Hidden Rock Capital
Hidden Rock Capital@HiddenRockCap·
Performance for Hidden Rock Capital picks from last year... 23% outperformance over the S&P 500!
Hidden Rock Capital tweet media
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Hidden Rock Capital
Hidden Rock Capital@HiddenRockCap·
Payment companies beaten to a pulp - 3 that look most intriguing to me currently: 1) Paypal $pypl 2) Fiserv $fisv 3) Global Payments $gpn Any other interesting names here?
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Hidden Rock Capital
Hidden Rock Capital@HiddenRockCap·
Trade Desk $ttd down 66% this year and down again after hours post earnings. When does this become a buy?
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Z
Z@ZeeContrarian1·
🚨 Breaking News: German shipping giant Hapag-Lloyd and the FIMI Fund are acquiring $ZIM for more than $3.5 billion.
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Hidden Rock Capital ретвитнул
Chris Shipping 🚢🚢
Chris Shipping 🚢🚢@christankerfund·
CTECH has another $ZIM update saying the ZIM BOD approved the $HLAG deal Sunday night … and now values ZIM at over $4B! 🔥🔥
Chris Shipping 🚢🚢 tweet media
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Hidden Rock Capital
Hidden Rock Capital@HiddenRockCap·
Multiple insider buys for my top chemical pick Celanese $CE🔍 12/12/25: CEO buys 3,800 shares 12/11/25: CFO buys 5,000 shares 9/9/25: Board Director buys 1,039 shares 8/18/25: 3 Board Directors buy 5,400 total shares Check out the full write up here: hiddenrockcapital.substack.com/p/introducing-…
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Hidden Rock Capital
Hidden Rock Capital@HiddenRockCap·
A bit late to the party, but starting to sniff around bombed out software and payments stocks $fi $team $adbe $gpn $pypl $now $wday $sap $crm $zs $intu $ddog $zm Some really cheap stocks vs Morningstar fair value estimates...
Hidden Rock Capital tweet media
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