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Kris Rymer
3,113 posts
Kris Rymer
@KrisRymer
- Replying to @TripleNetInvestToo much credit risk. They are struggling. I'm not sure what a fair cap rate is but IMHO it's a lot higher than 6.3%
- Replying to @DividendGrowthLower your expectations. Take disappointment as a beautiful reminder that your hope may be misplaced. Appreciate the good life brings you. It's easier said than done and always a work in progress.
- Replying to @SantiagoAuFundYep market increased 40% over the next 12 months
- Replying to @KobeissiLetterWait, so Congress shouldn't trade stocks and options for their own account. Yet a US President can launch meme coins?
- I’m delighted to announce that Rich Howe @stockspinoffss has invited me to his podcast next week. Rich and I will discuss Amentum $AMTM, Magnera $MAGN and spin-offs in general. Please drop into the comments any questions you have, and I'll try to cover them during the interview.
- Arguably the most exciting comment from the $NBIS earnings call last month. Software-like margins. Nebius is niching down and differentiating.
- 🚨 Amentum $AMTM: A Post-Spin Gem 🚨 Undervalued at 10x NTM P/E & delivering a 10% FCF yield 📊 $45B backlog ✔️ Resilient DoD contracts ✔️ Margin expansion ahead 🚀 Discover why this selloff is overdone:
- As you know I have written extensively about $AMTM and own quite a bit. @rossiadam discusses Amentum in his podcast with @marketplunger1 (linked in comments). I highly recommend giving it a listen. Adam has some interesting experience in defense that also adds credibility.
- Replying to @FinanceLancelotDon't understand why people invest so aggressively like this, and in an asset with no income-generating potential (i.e., intrinsic value). There are plenty of companies out there that can comfortably sustain and grow purchasing power with less risk.
- Replying to @Geiger_Capital and @NateHindenburgShort selling has been an especially tough business with all the easy money policies we've had for years now
- Replying to @DudeWhoInvestsI consider Berkshire's entry points irrelevant. That said, I do like $OXY here. Great cash flow. It's just sensitive to crude prices and the company discloses this sensitivity. Solid long-term business.
