Jake LaMotta @ragingbullcap Twitter profile | Pikagi

Pikagi

Jake LaMotta

@ragingbullcap

3,703

Followers

295

Following

51

Media

1,347

Statuses

“The largest cohort systematically ends up doing the wrong thing.” ex-big law. mostly value w/ a catalyst.

New York, USA

Joined February 2024

Don't wanna be here? Send us removal request.

Pinned Tweet

@ragingbullcap

Jake LaMotta

3 months

1/ $BQE.V Alright, here's the pitch. First of all, thank you @DiegoLa95810478 for bringing this name to my attention a couple months back. I'll be sharing a full write-up in the coming days, but here's the essence: The company develops water management and treatment solutions

@ragingbullcap

Jake LaMotta

3 months

I'll be pitching a "value with a catalyst" Canadian microcap. The set-up rhymes with Cipher in many respects.

1

0

15

18

18

136

Last Seen Profiles

@JikbbbPhrv

@rwlrwl152203

@WhiteBoiiFN

@AD19_SZN

@1kogito1

@MarkMwesiga

@d1_ruby2

@Ezra_mulan

@ximenqingg

@mhrwmh64241

@almmlkt27190

@Moth_Sprout

@vmazzyy

@bnt_hms19950

@drafteados

@GreenManbn

@kings_hiv

@toilet_scat_

@bangout_aj

@NiiLenoskY

@transitmagasin

@Ola71766927

@steam_mommy

@CrfBastidores

@Keletsomugwena

@ecuamatt

@sourbons

@joshua_Vmoment

@tellyzelly

@PiggleWiggle2

@sell9728

@karen_calab

@CMBYNFilm

@ACGIH

@drssi_m

@haha_qff

@ragingbullcap

Jake LaMotta

2 months

I think about this piece by @hkuppy a lot. It's a concise articulation of the underlying thesis for several of the names I've been discussing here lately: "But what if you want to dramatically outperform during a period of inflation? What do you want to own? In my mind, I want

13

11

136

@ragingbullcap

Jake LaMotta

10 days

@ettingermentum HAHAHA this party needs to be completely deleted and built anew. Incredible.

3

0

128

@ragingbullcap

Jake LaMotta

4 months

Robotti having like 40% of his AUM in $TDW and $BLDR is just legendary stuff.

6

7

122

@ragingbullcap

Jake LaMotta

13 days

@KatKanada_TM This is good. The longer he continues, the more he further undermines this pernicious liberal policy agenda.

1

2

104

@ragingbullcap

Jake LaMotta

3 months

1/ $HHH In his 2013 letter, Buffett highlights an investment he made in a commercial property near NYU in the early 90's. The wisdom he shares is highly apposite here and is more generally insight we would all be better off keeping front of mind...

@ragingbullcap

Jake LaMotta

3 months

$HHH Doubled up below $65. Ty ty

5

0

29

8

7

92

@ragingbullcap

Jake LaMotta

2 months

$HHH upcoming Seaport spin-off is being followed by a $175m rights offering backstopped by Ackman. My expectation was that Ackman would be quick to rid himself of the Spinco, so this is an interesting feature to what I already expect is going to be an intriguing situation to

3

3

77

@ragingbullcap

Jake LaMotta

18 days

Just published some musings regarding current market dynamics and where I'm currently spending my time. Some specific and brief thoughts on: $NRP $BTU $MREO $HHH $JBGS $CLPR $CRON $MSOS

Tweet media one

7

5

67

@ragingbullcap

Jake LaMotta

4 months

The best theses are simple and turn on less than a handful of (mostly qualitative) drivers. No complex spreadsheets necessary. You should be able to fly a 747 through the gap between price and intrinsic value (high school level math and an appeal to common sense ought to be

@ragingbullcap

Jake LaMotta

4 months

I have made $CRON a top 3 position, behind $TDW and $CPH.TO

1

2

18

3

6

67

@ragingbullcap

Jake LaMotta

3 months

My "go to the beach for 30-years and come back happy" portfolio. The broader themes are more important than the names. 1) Land, BTC, and uniquely advantaged energy cos - own scarcity as a play on the money printers never getting turned off (i.e. short fiat). 2) Energy and the

@ragingbullcap

Jake LaMotta

3 months

@ADHD_Capital American land ( $JOE, $HHH), competitively advantaged energy names ( prob $VLO, but $TDW or $NRP fine too), tobacco ( $MO $BTI), and sorry in advance to the 'but it has no intrinsic value' crowd, but $BTC.

2

2

38

9

3

65

@ragingbullcap

Jake LaMotta

5 months

$CPH.TO Despite the large run, this remains one of the best asymmetric bets in the market. 1) The stock is still cheap before giving any credit to the pipeline. Pro forma the SIB and ignoring NCIB outflows and interim cash generation, cash balance should now be around ~CAD$50mm

2

8

61

@ragingbullcap

Jake LaMotta

16 days

Surest way around the problem of the lack of incremental buyers to rerate your stock is to buy 1) high fcf yields that are 2) returning most, if not all of that cash (i.e. high realized cash yield). Fortunately there's a lot terminal value mispricing making these conditions

@JohnHuber72

John Huber

27 days

@UnionistJackson @chandan_maloo I think some are likely to rerate over time, but if the stock trades at a 12%+ FCF yield and you get all of it as div/buybacks, then you don't need any increase in multiple to get adequate returns. And even modest low single digit growth ends up giving you mid-teen returns

3

2

17

5

2

64

@ragingbullcap

Jake LaMotta

3 months

As I've said previously, this episode contains some of the most invaluable investing wisdom I've ever come across. It's one of the first things I recommend to anyone that wants to learn how to pick stocks. Robotti's inner circle hall of fame, if you ask me.

@businessbrewpod

businessbrewpodcast

@businessbrewpod

3 months

One of the biggest lessons I have learned from @BobRobotti is how to “own” companies. For example, he has held $BLDR since 2009. When I asked him how he thinks about holding a stock he told me a story about his biggest loser Buckle up...🧵

5

16

161

2

3

61

@ragingbullcap

Jake LaMotta

2 months

The 20+ years of Murray Stahl's shareholder letters at $FRMO and the company's trajectory more broadly are just so so bizarre. Yet, shrouded by all the eccentricity, they've quietly compounded BVPS at more than 25% since 2001. A fascinating person and company, particularly given

2

1

60

@ragingbullcap

Jake LaMotta

2 months

There’s no alpha to be found going smaller, Buffett doesn’t have a clue what he’s talking about, and you’re all fooling yourselves!🫡

Tweet media one

Tweet media two

7

4

61

@ragingbullcap

Jake LaMotta

27 days

$BQE.V just published at link in bio: a brief pt II piece uncovering a specific "company-maker" project and some thoughts on how to think about the growth ahead.

Tweet media one

@ragingbullcap

Jake LaMotta

3 months

1/ $BQE.V Alright, here's the pitch. First of all, thank you @DiegoLa95810478 for bringing this name to my attention a couple months back. I'll be sharing a full write-up in the coming days, but here's the essence: The company develops water management and treatment solutions

18

18

136

2

6

56

@ragingbullcap

Jake LaMotta

3 months

There are so many incredible long-duration opportunities still out there right now being made possible by the ubiquitous myopia that pervades markets today. Every year droves of investors flock to Omaha to hear sermons on how generational wealth is created simply through the

2

5

57

@ragingbullcap

Jake LaMotta

8 days

1/ Bit of a frustrating Q2 after a very strong Q1. My favorite ideas heading into the Q, highlighted below, collectively delivered very strong performance through the back half of May, but gave back large parts of those gains in the last 6 weeks. That said, the underlying

@ragingbullcap

Jake LaMotta

3 months

Favorite longs heading into Q2: $MOB.ST $CRON $CLMT $ROIV $TDW + a new position I'll likely be sharing on @evfcfaddict 's spaces event on April 8. $CPH.TO still my second largest holding after TDW and haven't sold a share, but I'm not sure we see much movement until we get further

4

5

46

4

2

57

@ragingbullcap

Jake LaMotta

3 months

$HHH Not only is the NAV conservatively double the share price, but NAV is going to compound at a pretty decent clip for a very, very long time. In other words, we don't even need the discount to close to do well. But as is often the case, the discount likely will close at

@CapitalValor

Capital Valor

3 months

$HHH announces $250m of sales at Ritz Carlton Woodlands... in just 1 week... Wealthy Americans have $$$ and want high quality housing in red states. Stock getting killed on move in yields. I'm adding here. Deep value for patient capital.

3

5

64

1

0

57

@ragingbullcap

Jake LaMotta

18 days

@Bonetti How have Italy not produced a single superstar in an entire generation? That was brutal to watch

4

0

55

@ragingbullcap

Jake LaMotta

2 months

$ENZ Latest piece at link in bio. This has been a graveyard for investors, but with the market cap (~$54m) now approx. equal to NCAV (which includes ~$60m cash) and the remainco improving and now profitable at the segment level, r/r is quite compelling here imo.

Tweet media one

1

6

55

@ragingbullcap

Jake LaMotta

3 months

$BQE.V Following up on this pitch from two weeks ago, my full-form write-up is now available at the link in bio, for anyone interested.

Tweet media one

@ragingbullcap

Jake LaMotta

3 months

1/ $BQE.V Alright, here's the pitch. First of all, thank you @DiegoLa95810478 for bringing this name to my attention a couple months back. I'll be sharing a full write-up in the coming days, but here's the essence: The company develops water management and treatment solutions

18

18

136

1

3

48

@ragingbullcap

Jake LaMotta

2 months

In all seriousness, no one is suggesting that one should expect to make 50% returns or that anything of the sort is ‘easy’…the trite and obvious point is that if you want any hope of sustainable outperformance, it’s much more likely to be found focusing on small/micro caps,

4

2

50

@ragingbullcap

Jake LaMotta

17 days

@NeilJacobs Warren Saylor

2

0

40

@ragingbullcap

Jake LaMotta

3 months

1) $SPWH Sportman’s, which I highlighted at the link in bio (and was too early), is up 25% this morning after its Q4 results and earnings call commentary provided very convincing evidence that the ship has been righted. I think the bottom is clearly in and shares offer well over

3

4

46

@ragingbullcap

Jake LaMotta

2 months

🎯🎯🎯. He says something to this effect nearly annually and yet it largely falls on deaf years, like so much of his other advice.

@SebKrog

Sebastian

2 months

This was perhaps the most practical advice from Buffett for any ambitious stock picker. If you love the game and have “only a couple millions” or less, 50% per year are still possible. For that you need to look at a lot of weird little stocks and you will still find anomalies.

18

107

725

0

2

47

@ragingbullcap

Jake LaMotta

3 months

Favorite longs heading into Q2: $MOB.ST $CRON $CLMT $ROIV $TDW + a new position I'll likely be sharing on @evfcfaddict 's spaces event on April 8. $CPH.TO still my second largest holding after TDW and haven't sold a share, but I'm not sure we see much movement until we get further

4

5

46

@ragingbullcap

Jake LaMotta

2 months

What's the strongest non-macro/non-coal price bear case for $HCC? Struggling to come up with reasons to not size this up.

18

1

44

@ragingbullcap

Jake LaMotta

4 months

$CRON "an industry where so much capital has been incinerated...that the capacity for investors to rationally assess risk/reward has been fundamentally compromised." Latest piece on Cronos Group now up at link in bio.

Tweet media one

3

2

43

@ragingbullcap

Jake LaMotta

14 days

Shopping spree continues today. $BQE.V back down to cad 60m EV, less than 10x 24 EBITDA, and mid single digits on 25 numbers. Might be a fair price if the growth rate were zero.

3

2

40

@ragingbullcap

Jake LaMotta

3 months

$HHH as of today, one of my largest positions. I don’t know when this works, but when it does, I suspect the wait will be more than worth it.

@ragingbullcap

Jake LaMotta

3 months

@MarceloPLima @TidefallCapital “Things take longer to happen than you think they will, and then they happen faster than you thought they could.” At some point, I think this will all inflect and the move will be huge. There’s simply too much value here.

1

1

9

5

1

39

@ragingbullcap

Jake LaMotta

2 months

$BQE.V Timely press release- FY23 results just came out. Everything tracking as expected. Will share some further thoughts tomorrow.

Tweet media one

@marketplunger1

Brandon Beylo

@marketplunger1

2 months

I'm getting @ragingbullcap on the podcast to dive deep into BQE Water $BQE.V. This is an excellent example of an under-the-radar mining picks and shovels play. Really interesting setup and Jake is one of the most informed investors in the company. Plus, huge base breakout.

9

4

52

0

1

38

@ragingbullcap

Jake LaMotta

3 months

@ADHD_Capital American land ( $JOE, $HHH), competitively advantaged energy names ( prob $VLO, but $TDW or $NRP fine too), tobacco ( $MO $BTI), and sorry in advance to the 'but it has no intrinsic value' crowd, but $BTC.

2

2

38

@ragingbullcap

Jake LaMotta

4 months

This “Art of Distillation” (I.e. the ability distill complexity into the essence of what really matters) is perhaps the most universal attribute of the greatest investors

@ragingbullcap

Jake LaMotta

4 months

The best theses are simple and turn on less than a handful of (mostly qualitative) drivers. No complex spreadsheets necessary. You should be able to fly a 747 through the gap between price and intrinsic value (high school level math and an appeal to common sense ought to be

3

6

67

1

4

37

@ragingbullcap

Jake LaMotta

2 months

@SebKrog 🎯🎯🎯. He says something to this effect nearly annually and yet it largely falls on deaf years, like so much of his other advice.

2

0

37

@ragingbullcap

Jake LaMotta

2 months

Okay, I think it's time I actually own some $JOE... Growth coming out of here is unbelievable and the stock just gets cheaper with each print.

@ragingbullcap

Jake LaMotta

3 months

@ADHD_Capital American land ( $JOE, $HHH), competitively advantaged energy names ( prob $VLO, but $TDW or $NRP fine too), tobacco ( $MO $BTI), and sorry in advance to the 'but it has no intrinsic value' crowd, but $BTC.

2

2

38

6

2

35

@ragingbullcap

Jake LaMotta

1 month

$BQE.V Will soon be releasing a short pt 2 piece highlighting the "company-maker projects" opportunity. While the company hasn't provided any specifics on when we might be able to expect one of these, if it all, some online sleuthing indicates that there's a strong possibility

2

1

37

@ragingbullcap

Jake LaMotta

2 months

$BQE.V Some understandable profit taking here after the big run. I've taken the opportunity to add more at ~$61. Mid-teens sized position for me.

7

3

37

@ragingbullcap

Jake LaMotta

2 months

$BQE.V +40% since and we’re just getting started

@ragingbullcap

Jake LaMotta

3 months

I'll be pitching a "value with a catalyst" Canadian microcap. The set-up rhymes with Cipher in many respects.

1

0

15

2

0

36

@ragingbullcap

Jake LaMotta

2 months

I own a little $RIG now. I think $5 is going to look pretty silly in time. Imagine owning these assets in a decade?

3

0

37

@ragingbullcap

Jake LaMotta

2 months

This is the way that one should look at $HHH imo. Quarterly sales and EPS say virtually nothing about the value proposition here.

@LittleOwlRes

Little Owl Research

2 months

1/ So first things first, $HHH missed on top and bottom line. Am I concerned? Absolutely not. Value was created for shareholders and I'll briefly explain why...

2

6

72

2

3

37

@ragingbullcap

Jake LaMotta

2 months

$LQDA it's an indictment of our legal system that the commercialization of a life altering drug has been held up this long due to the number of avenues UTHR has been able to avail itself of. Broadly, the time and resources exhausted by the Kafkaesque procedural apparatus of the

7

0

36

@ragingbullcap

Jake LaMotta

3 months

“The first rule of compounding is to never interrupt it unnecessarily”. And yet many simply can’t resist the compulsion to trade out of a very high probability multibagger simply because it’s gone up a mere 80 percent. Picked up some more $MOB.ST here.

1

3

36

@ragingbullcap

Jake LaMotta

2 months

$TDW yet another (completely foreseeable) smash quarter. How many data points does the market need before it prices this properly? Robotti and team buying back stock at the highs should be a good clue where they see this heading…Long from 20 and no plan on selling a share.

@ed_fin

Ed the Shipping Investoooor

2 months

$TDW “Share count was reduced by 171,399 shares through year-to-date share repurchases of $16.0 million at an average price of $93.34 per share.”

5

4

63

2

2

36

@ragingbullcap

Jake LaMotta

4 months

1/ $NRP Everyone is fixated on $AMR after its massive print yesterday. But what about $nrp? If you do a little digging through the 10ks, you'll note that ~1/3 of AMR's sales come from NRP properties, while AMR is likewise NRP's largest customer (1/4-1/3 of sales). Yet NRP has

@Stonkat_Ali

Stonkat Ali

4 months

$AMR reported large upticks in both met coal sales price and sale volume in Q4'23. This is great news for $NRP, a company which owns the mineral rights to ~⅓ of $AMR's active mining ops (rec'ving payments based on coal sale price/sale volume), and which I'm heavily long.

2

1

8

2

5

34

@ragingbullcap

Jake LaMotta

2 months

$CPH.TO Not much to add here. The core business continues to be a simple, stable and cash generative gem. Beyond further table pounding on MOB-015, my takeaways - 1) Epuris continues growing and it sounds like there's more to go; 2) Absorica isn't disappearing any time soon;

3

0

35

@ragingbullcap

Jake LaMotta

4 months

Would recommend all inspiring investors to study his presentations and pod appearances. The @BillBrewsterTBB episode is a gold mine of wisdom.

2

0

33

@ragingbullcap

Jake LaMotta

2 months

$CRON really impressive Q1. - Net revenue up 30% YoY, whilst opex down ~10%. - The improved efficiency over a year here is incredible. As I've said countless times, being forced to operate within the strictures of this excise tax regime is a long term benefit to the company.

3

2

34

@ragingbullcap

Jake LaMotta

3 months

Every tailwind behind it...

Tweet media one

Tweet media two

@ragingbullcap

Jake LaMotta

3 months

$HHH Price venturing further and further into the absurd…added again

4

1

32

3

0

33

@ragingbullcap

Jake LaMotta

3 months

$CRON $OGI This $canb.v implosion is precisely why the cannabis bet needs to be expressed through the firms with the most clear and robust competitive advantages: - Fortress balance sheets ✔️ - Singular focus vs. vertically integrated ops ✔️ - Brand power ✔️ - Specialties

@TheTraderLuke

LukeTheTrader

3 months

$CANB.V Competition is building in the cannabis sector taking down some of the best performers the past few weeks such as CANB. They are facing margin compression and the sector is set to continue being highly competitive. Just like that, trust can be considered gone.

Tweet media one

0

0

4

3

4

30

@ragingbullcap

Jake LaMotta

3 months

$HHH Price venturing further and further into the absurd…added again

@ragingbullcap

Jake LaMotta

3 months

1/ $HHH In his 2013 letter, Buffett highlights an investment he made in a commercial property near NYU in the early 90's. The wisdom he shares is highly apposite here and is more generally insight we would all be better off keeping front of mind...

8

7

92

4

1

32

@ragingbullcap

Jake LaMotta

4 months

Added a pile of $MOB.ST yesterday and more into today. If Cipher's projections for MOB-015 are even remotely in the right ballpark, this is a pretty clear multi-bagger several times over.

@ragingbullcap

Jake LaMotta

4 months

$CPH.TO Absolutely flying again as the market continues catching up with the massive transformation of earnings power that MOB-015 is set to catalyze. Still a lot of upside left in this stock, but for those interested in some extra torque, it's worth looking at $MOB.ST which is

2

3

29

5

4

31

@ragingbullcap

Jake LaMotta

3 months

Will be sharing a thread elaborating further this weekend. This is an enormous opportunity that $BQE.V essentially has a monopoly over. I think even some of the bulls are not quite grasping this yet.

@NestBetter

Better Nest

3 months

$BQE.V - "Of the 35 projects currently in the EIA stage in Canada, 25 have identified selenium as a concern"

1

1

12

2

0

32

@ragingbullcap

Jake LaMotta

7 days

$BQE.V some good insights shared by management during this presentation last week. Worthwhile listen for existing or prospective shareholders. Two key items which I don’t believe they’ve previously provided specifics on: 1) there are 3 different company-maker projects in the

1

1

30

@ragingbullcap

Jake LaMotta

3 months

$HHH Doubled up below $65. Ty ty

@ragingbullcap

Jake LaMotta

3 months

Correction: I am now long $HHH at $66.80. Silly Mr. Market.

5

1

27

5

0

29

@ragingbullcap

Jake LaMotta

4 months

$CRON $OGI excise tax reform is not a question of if, but of when. There is a very clear catalyst on the horizon that is going to materially improve profitability for producers. Yet despite this being telegraphed, no one seems to care.

Tweet card media

Canadian Cannabis Producers Face Severe Financial Distress —Report | the deep dive

Canada’s legal cannabis industry is in a state of severe financial distress, nearly five years after the country legalized adult-use

2

2

29

@ragingbullcap

Jake LaMotta

3 months

@evfcfaddict I think that’s certainly a prudent framework to operate within and should be the guiding light, but overly rigid adherence to any set of criteria can result in leaving a lot of easy money on the table. Value purists are perhaps the most guilty of this. The best investors are able

3

3

29

@ragingbullcap

Jake LaMotta

2 months

Bless this platform

@davidein

David Einhorn

2 months

@j_fishback Thank you for the offer. Normally, I am happy to debate and exchange views. However, in order for such a debate to be meaningful, the person on the other side needs to have some knowledge about the subject. In this case, I am not aware that you have ever spent any time analyzing

73

55

1K

4

0

30

@ragingbullcap

Jake LaMotta

4 months

$ROIV is in a way the $CRON of biotech in that the market is paying you to take the business ($6.2B net cash + $2.5B $IMVT stake (total ~$8.7B) vs. market cap of ~$8.2B) and in exchange you get all kinds of free call options and catalysts that could result in large upside (e.g.

@ragingbullcap

Jake LaMotta

5 months

$ROIV Another of my favorite longs where, again, the equity trades at a very visible discount due, at least in part, to investors mistaking uncertainty (of which there's an abundance) for risk (which is low imo). The market cap is approx. equal to the cash balance (~$6.7B) +...

1

1

11

1

2

30

@ragingbullcap

Jake LaMotta

10 days

$BRMI.TO Grabbed some shares of this at ~$0.95. Have the sum of the parts at >$2/share (1.33 net cash + 0.16 for TPG equity + ~0.7 for the remaico co). $FFH.TO as the controlling shareholder should hopefully mitigate the risk of value destruction. Still doing some work, but

@InflexioSearch

Inflexio Research

@InflexioSearch

10 days

$BRMI.TO - Are we missing something here? Stock is 90c....Just sold a biz for 92c a share and owns 9% of an entity TPG will likely grow to oblivion and stock isn't moving ? And the stock has $1.30 in net cash? Buying.

3

4

30

4

1

30

@ragingbullcap

Jake LaMotta

5 months

Great insight and we can see plenty examples of this in Canadian microcaps right now, with huge and rapid breakouts rewarding the patience of those who got in early and sat tight e.g. $drx.to $hmm.a $cph.to. Which cad microcap goes parabolic next?

@iancassel

Ian Cassel

5 months

In microcap often times you are too “early” to the turnaround, catalyst, acceleration of growth. It’s why position sizing is so important and also winning normally looks like sitting on dead money for 1-3 years and then having it triple in a month.

10

50

316

6

6

29

@ragingbullcap

Jake LaMotta

4 months

$CPH.TO Absolutely flying again as the market continues catching up with the massive transformation of earnings power that MOB-015 is set to catalyze. Still a lot of upside left in this stock, but for those interested in some extra torque, it's worth looking at $MOB.ST which is

2

3

29

@ragingbullcap

Jake LaMotta

2 months

$ENZ Not only that, but her Transaction Bonus in the event of a Change of Control has been amended from 0.75% of Transaction Value, to 1% of Transaction Value "in excess of $50m". Coupled with the $2 strike on the options package , the incentives are not merely to effect a

@kingdomcapadv

Kingdom Capital

2 months

Always nice when the CEO of a liquidation setup gets options with a strike double the current price

3

1

51

1

4

28

@ragingbullcap

Jake LaMotta

3 months

Correction: I am now long $HHH at $66.80. Silly Mr. Market.

@ragingbullcap

Jake LaMotta

3 months

$HHH $JOE These are two of the companies I had front of mind with this tweet yesterday. No position in either, but these are basically infinite duration assets that sell off on daily interest rate concerns...a beautiful opportunity to buy a piece of America you can hold on to

4

1

20

5

1

27

@ragingbullcap

Jake LaMotta

2 months

$BQE.V Another week, another high.

Tweet media one

0

0

28

@ragingbullcap

Jake LaMotta

25 days

$ENZ Q3 just dropped and overall looks quite encouraging. Some highlights: - burn looks to be very much under control, with cash down only ~3m with essentially all of that going to payables - NCAV/share thus unchanged; - sales were 8m, coming down a touch sequentially, though

@ragingbullcap

Jake LaMotta

2 months

$ENZ Latest piece at link in bio. This has been a graveyard for investors, but with the market cap (~$54m) now approx. equal to NCAV (which includes ~$60m cash) and the remainco improving and now profitable at the segment level, r/r is quite compelling here imo.

Tweet media one

1

6

55

2

4

29

@ragingbullcap

Jake LaMotta

4 months

$ICAD Here's a pureplay AI medtech company transitioning to a SaaS model, well positioned to capture a decent share of a massive TAM that is in its first inning (AI solutions for cancer detection) that, up until this run up today, was available for....yep, <1xEV/Sales (w/ 50%

3

4

28

@ragingbullcap

Jake LaMotta

4 months

Here is a good slide to frame just how big the cannabis opportunity is in America alone. IMO $CRON and $OGI, with their Big Tobacco backing (and the cheap capital and branding and distribution know-how that comes with it) are in advantaged positions to seize this moment.

Tweet media one

3

2

27

@ragingbullcap

Jake LaMotta

2 months

Silly ole me, tweeting and poor 😅

4

0

28

@ragingbullcap

Jake LaMotta

5 months

As you can see from my first few posts here, I like companies that are somewhat cheap on current numbers, but that are undergoing some kind of transformation (e.g. a hidden growth segment, new revenue stream, or other catalyst) that will lead to an inflection of earnings power..

1

2

28

@ragingbullcap

Jake LaMotta

7 days

Would it kill $BUR to do a buyback? Clearly no one else wants the stock.

7

2

26

@ragingbullcap

Jake LaMotta

25 days

$SEI.V Yes, this is up +400% in a year, but if there's any credibility to the price tag at which Galp is shopping the interest in PEL83 for (a figure that could very well prove conservative imo), then Sintana is still undervalued by some 50% before giving any credit to its

@BabyAnteaterInc

Baby Anteater

@BabyAnteaterInc

25 days

Another day, another high for $sei.v ?? Still accumulating here. Yesterday close was on HUGE volume. #oott

2

0

16

2

2

26

@ragingbullcap

Jake LaMotta

3 months

Still processing this $ogi offering, but market seems right to be disappointed here. It’s reasons like this that I’m far more heavily weighted $cron which, though it may have less torque to the industry tailwinds, is much more insulated from risks like this due to its war-chest

6

0

26

@ragingbullcap

Jake LaMotta

3 months

Okay, not a bad start

Tweet media one

@ragingbullcap

Jake LaMotta

3 months

1/ $BQE.V Alright, here's the pitch. First of all, thank you @DiegoLa95810478 for bringing this name to my attention a couple months back. I'll be sharing a full write-up in the coming days, but here's the essence: The company develops water management and treatment solutions

18

18

136

3

1

26

@ragingbullcap

Jake LaMotta

17 days

Taking full advantage of Mr. Market's kind generosity this week

3

1

25

@ragingbullcap

Jake LaMotta

19 days

💯💯. I’ve made $BTU one of my biggest holdings over the last couple weeks. Publishing some thoughts in the coming days.

@GringoInvesting

Gringo Investments

@GringoInvesting

19 days

I can't help but find $BTU more and more compelling. The Asia opportunity for $BTU seems immense. Add in the US power gen story and it's clear coal power isn't going away in the states anytime soon.

8

3

72

2

1

24

@ragingbullcap

Jake LaMotta

3 months

@fahdananta People are so caught up with the capital gains tax increase, which is annoying, but the real issue is the uncontrolled fiscal spending which is only going to exacerbate rampant inflation, which of course is the most pernicious of all taxes. The middle class is already being

2

1

25

@ragingbullcap

Jake LaMotta

2 months

@SebKrog The reality is that many would prefer to herd follow, play status games and hopefully appear smart, rather than actually make money

1

1

23

@ragingbullcap

Jake LaMotta

3 months

It’s the consistent violation of this rule that explains why, despite the fact many are capable of putting up 20%+ annual returns, that so few people actually compound their way to meaningful wealth. Buy right and sit tight.

@ragingbullcap

Jake LaMotta

3 months

“The first rule of compounding is to never interrupt it unnecessarily”. And yet many simply can’t resist the compulsion to trade out of a very high probability multibagger simply because it’s gone up a mere 80 percent. Picked up some more $MOB.ST here.

1

3

36

3

1

24

@ragingbullcap

Jake LaMotta

19 days

$BQE.V heavy sell off today on no news, likely due to capital gains tax change going into effect next week. Added some.

@Uzocapital

Uzo

19 days

Canadian clearly banking winners ahead of the cap gains tax treatment change…which small/microcaps are you looking to take the other side? $BQE.V is mine

1

1

13

0

0

24

@ragingbullcap

Jake LaMotta

2 months

My watchlist is getting awfully lengthy...

2

1

23

@ragingbullcap

Jake LaMotta

2 months

$sei.v Assuming that 20B is right, that’s almost 1B of value for Sintana before giving credit to all its other assets, which are becoming higher probability shots on goal with each discovery and could easily be worth more turns on the current market cap. Was a buyer at 0.30 but

@_NameValue_

Name

2 months

Bloomberg says: "Whole asset could be worth $20bn based on oil estimates". Not sure who made those or how, but that would translate into almost $1bn for $SEI.V stake at least, as being carried makes it more valuable. Now check again the current mcap

3

1

33

2

1

23

@ragingbullcap

Jake LaMotta

4 months

“I’m looking for businesses that are absolutely statistically cheap but I’m also looking for a business that has something about it”. Complete masterclass.

Tweet card media

Bob Robotti - Searching For Improving Industries

Listen to this episode from The Business Brew on Spotify. Bob stops by The Business Brew to discuss his early career, what he has learned over his career, investing in cyclical businesses/industries,...

open.spotify.com

1

0

22

@ragingbullcap

Jake LaMotta

2 months

$CRON $OGI Boom

@TheDalesReport

The Dales Report

@TheDalesReport

2 months

Here we go! $MSOS

16

24

183

3

1

22

@ragingbullcap

Jake LaMotta

13 days

$OGI a nice strategic deal with the $bti Jupiter funds to further expand the footprint into Germany. It's small and the market won't care for now, but continued use of capital like this should have a snowball effect overtime.

0

0

23

@ragingbullcap

Jake LaMotta

3 months

I noted there were a lot of parallels to Cipher: very asset-light, cash-generative with all cash available for distribution, high insider ownership with aligned management, declining legacy business masking the growth/opportunity in an another area, huge and misunderstood growth

@ragingbullcap

Jake LaMotta

3 months

1/ $BQE.V Alright, here's the pitch. First of all, thank you @DiegoLa95810478 for bringing this name to my attention a couple months back. I'll be sharing a full write-up in the coming days, but here's the essence: The company develops water management and treatment solutions

18

18

136

0

0

23

@ragingbullcap

Jake LaMotta

4 months

$CRON $OGI I've been getting a lot of questions on why these names are my preferred way to play the cannabis theme as opposed to US MSOs. The answer really comes down to three things:

1

4

23

@ragingbullcap

Jake LaMotta

4 months

$CRON The linked article reiterates many of the points I raised in today's write-up regarding the Canadian excise tax. At some point, likely soon, this tax will be reformed, and those producers that have been able to endure notwithstanding this draconian tax will begin to

2

0

22

@ragingbullcap

Jake LaMotta

7 days

@thephysicsgirl Well one thing we can all agree on is that she’s not well.

0

0

23

@ragingbullcap

Jake LaMotta

2 months

Absent destructive M&A, my view is unchanged that this is worth +$20/share in time, with further upside if they do even a mediocre deal. Haven't sold a share and still my second largest holding after TDW. But don't listen to me, I am just "tweeting and poor"!.

0

0

23

@ragingbullcap

Jake LaMotta

2 months

Thanks for having me on @marketplunger1 . If anyone wants to chat about the idea, feel free to reach out.

@marketplunger1

Brandon Beylo

@marketplunger1

2 months

I'm getting @ragingbullcap on the podcast to dive deep into BQE Water $BQE.V. This is an excellent example of an under-the-radar mining picks and shovels play. Really interesting setup and Jake is one of the most informed investors in the company. Plus, huge base breakout.

9

4

52

1

1

19

@ragingbullcap

Jake LaMotta

4 months

The longer I do this, the more I become convinced that betting on companies getting acquired like this probably isn't the best approach to compounding wealth. Sure, you may make a quick 50%, but you're probably paying hefty taxes on that gain and then you need to go find

@FriendlyCapMgmt

Friendly Capital Management

@FriendlyCapMgmt

4 months

$LFCR Another example... I have said it before and I’ll say it again: long sales processes often end in tears - a highly desirable, transactable asset for which there is demand transacts fast… if it takes forever it is cause it aint going anywhere

3

4

20

5

1

21

@ragingbullcap

Jake LaMotta

5 days

$Mreo probably the most effective communication I’ve seen from the CEO. Great overview of what’s at play and the numerous catalysts ahead.

@BiotechTVHQ

BiotechTV

5 days

Company News: @MereoBioPharma 's CEO discusses recent setrusumab data in Osteogenesis Imperfecta and the future of alvelestat. $MREO Full video:

2

11

49

3

2

22

@ragingbullcap

Jake LaMotta

21 days

$CRON $OGI quality LPs getting to silly valuations here again as market grows concerned about rescheduling efforts. But rescheduling is merely an opened ended call option for these names, which have more than enough upside from the improving Canadian landscape. I've been adding

5

1

21

@ragingbullcap

Jake LaMotta

4 months

$CRON $OGI Just this week, we have had: 1) Partial German legalization () 2) The FDA finding that cannabis has clear medicinal benefits, clearing the way for the DEA to reschedule it (); and 3) A report released by a federal

3

0

21

@ragingbullcap

Jake LaMotta

2 months

Phenomenal listen

@WilliamGreen72

William Green

@WilliamGreen72

2 months

I'm delighted to share the latest episode of the #RicherWiserHappier podcast: a very rare, in-depth interview with Bryan Lawrence—a terrific hedge fund manager who is one of the most thoughtful investors I know. To listen:

Tweet media one

16

38

244

2

0

19

@ragingbullcap

Jake LaMotta

2 months

Compelling idea and very unfollowed account.

@Uzocapital

Uzo

2 months

1) $VOXR thesis: I love royalty businesses....in fact most of my money is privately invested in (music) royalties and I have gone as far as re-mortgaging my home to buy more of these assets....so unsurprisingly I have been intrigued to dig into other royalty businesses.

4

10

85

1

4

21

@ragingbullcap

Jake LaMotta

3 months

💯Most of us simply are not wired to be interested in decades long value creation stories, despite the clear lessons of history that it is the single best approach to wealth generation. It's too hard to just sit tight and wait, and the challenge is all the more acute in public

@himichaelhe

Michael

3 months

@ragingbullcap It’s astonishing how ppl underestimated the value of Irvine for decades, even till today. Yet when we see a similar playbook with HH or JOE, people flinch. Ackman and Berkowitz will do phenomenal in the next two decades with these assets.

2

2

6

0

1

20

@ragingbullcap

Jake LaMotta

4 months

$CRON A 20% run in a week, and the enterprise value is now...only marginally positive and a fraction of FY23's depressed sales. The market is still giving this away at these prices, but most won't get interested until after the first 100% move.

@ragingbullcap

Jake LaMotta

4 months

$CRON "an industry where so much capital has been incinerated...that the capacity for investors to rationally assess risk/reward has been fundamentally compromised." Latest piece on Cronos Group now up at link in bio.

Tweet media one

3

2

43

0

0

19

@ragingbullcap

Jake LaMotta

3 months

$CRON $OGI The Canadian federal budget will be released next week. Will it include excise tax reform? In my view, the competitively advantaged, well-financed LPs stand to benefit from whatever decision is made: obviously, if the tax is reformed, margins will explode; however,

4

1

20