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Name says it all — DM’s open

United States
Joined August 2020
Photo by Clueless Capital, CPA (@ebittdah)Photo by Clueless Capital, CPA (@ebittdah)Photo by Clueless Capital, CPA (@ebittdah)Photo by Clueless Capital, CPA (@ebittdah)Photo by Clueless Capital, CPA (@ebittdah)Photo by Clueless Capital, CPA (@ebittdah)Photo by Clueless Capital, CPA (@ebittdah)Photo by Clueless Capital, CPA (@ebittdah)Photo by Clueless Capital, CPA (@ebittdah)Photo by Clueless Capital, CPA (@ebittdah)
Masters in acct + 4/4 on CPA exams in 6 months w/ a 90 avg before my 24th day of birth 🍾🍾
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Here’s an 80M market cap businesses balance sheet that will have made >9M in FCF during FY26
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CEO in Q326 presser - “This will allow the Company to transition into 'cash-harvesting mode' next year as we expect to generate a meaningful improvement in cash flow. This will provide us with additional and meaningful optionality for returning capital to shareholders.”
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CPHC 80m mkt cap -19m net cash 61m enterprise value (5.5x EBITDA) Taking it further, -20m TIF receivable -6.5m JV loan receivable -14m JV equity -12m FMV of land for sale/jv 8m value of ops for a business that should generate >11m of EBITDA and >6m of FCF FY26
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Clueless Capital, CPA retweeted
Fauci privately warned of miscarriage risk linked to COVID vaccine while publicly claiming no issues, newly released texts show trib.al/bDcp5GG
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CPHC I have been early on but still think it’s incredible r/r here. Balance sheet pays for the market cap and then some here IMO. DYODD
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Mkt figured it out
MITK -10% after those earnings?
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Clueless Capital, CPA retweeted
Replying to @BlameItOnRyen
I don't care what Puerto Rico says
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Clueless Capital, CPA retweeted
Just a friendly warning. We don’t even make $200k per year in Congress despite working nearly 140 days. If we aren’t properly compensated, a lot of us will go to the private sector and you will be left with some real idiots in Congress.
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Clueless Capital, CPA retweeted
Jesus
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MITK -10% after those earnings?
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Don’t see why WKL would be -10% after those earnings. Makes zero sense
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Jesus to his disciples today:
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Clueless Capital, CPA retweeted
Jesus Christ is King
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Clueless Capital, CPA retweeted
Genghis khan don’t have nothing on the Lord Jesus Christ 🙏🏻 all praise to the King of Kings 🙌
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After much reflection, I have decided to resign from my position as Director of the National Counterterrorism Center, effective today. I cannot in good conscience support the ongoing war in Iran. Iran posed no imminent threat to our nation, and it is clear that we started this war due to pressure from Israel and its powerful American lobby. It has been an honor serving under @POTUS and @DNIGabbard and leading the professionals at NCTC. May God bless America.
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Clueless Capital, CPA retweeted
Not to be hyperbolic but we could solve 3-5% of America's problems by strapping this guy to an ACME rocket
🚨 SAM ALTMAN: “We see a future where intelligence is a utility, like electricity or water, and people buy it from us on a meter.”
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Clueless Capital, CPA retweeted
Neguse: Where is this company headquartered? Noem: I don’t know. Neguse: I don’t know either. We can’t find it. We did find an address that’s registered to a political operative. This company that received 143 million dollars was incorporated 8 days before this contract went out. You want the American people to believe that this is all above board, that $143 million of taxpayer money just happened to go to this one company that doesn't have a headquarters, doesn't have a website, has never done work for the federal government before and is registered apparently or attached to a residence from a political operative, and of course one of the subcontractors of that contract, as you know, is a political firm that's tied to, to you back when you were governor of South Dakota?
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Wolters Kluwer guide for FY26 HSD EPS growth, 50bps of operating margin expansion, and MSD/HSD organic growth for all divisions. Trades at ~10% FCF yield 9x EBITDA (2x net debt lev) SBC was sub 30m in FY25, they bought back 1.1B. Also pays a 4% well covered dividend here.
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