
Charlie's Munger
Member since 2013
Comments
WW International Needs To Go On A Debt Reduction Diet To Survive by WYCO Researcher
AT&T outlines $16B+ free cash flow target for 2025 amid strong mobility and fiber growth by SA Transcript Insights Editor, SA News Editor

Charlie's Munger
@tgalaska Why worry about "skimpy, irregular" T dividends when you can buy $KTBA (AT&T/ BellSouth, BBB) 7% '95 Trust Preferred: 8.20% Current Yield, 8.20% Yield to Maturity, 4.00% HIGHER than 30 year treasuries, 12% discount to $25 face value, while sole underlying bond *BBB* BellSouth 7s '95 Cusip: 079867AP2 is trading ~$106 (PREMIUM). AT&T has previously tried to buy back entire issue, now 3rd parties are scrambling to steal them from retail https://tinyurl.com/3nt74ru4 https://tinyurl.com/ycxdac2x
Iridium Communications beats top-line and bottom-line estimates;reaffirms FY25 outlook by Meghavi Singh, SA News Editor

Vroom: Resulting Subprime Auto Lender Is Still Losing Money Hand Over Fist by Macrotips Trading

Charlie's Munger
when you even get ticker wrong, how good can your "analysis" beyou have many material mistakes/ omissions in this piece, i advise you to revisit public filings, others not to rely on itI think street price target may be $45+ not sure, last trade $40
e.l.f. Beauty: The Selloff Looks Overdone And There Could Be Value To Be Unlocked by Steven Fiorillo

DigitalBridge: Own The Backbone Of The Trillion-Dollar 5G Industry by Deep Tech Insights

Charlie's Munger
*DigitalBridge’s Sale of Southeast Asian Towers Is Said to Stall-60%, nice
Archer Daniels Midland to cut jobs, weigh asset sales in continuing profit downturn by Carl Surran, SA News Editor
Peabody Energy: Good Value And Substantial Growth In Metallurgical Coal Sales by Bang For The Buck

Reading International: Previous Buyout Offers And SOTP Valuation Suggest Substantial Upside by Hawkinvest

Charlie's Munger
Minecraft Movie’ smashes box office expectations with $157 million opening weekend
Woodside to sell 40% stake in Louisiana LNG export project to Stonepeak by Carl Surran, SA News Editor

The Next Space Race Is Here - And Rocket Lab Is Winning by Leo Nelissen

Charlie's Munger
@Tyler Durden 42 no i basically created a position at 2$, sold ~ $25, said it would go back to $15, and here we are. seems like im almost 100% right
Reading International, Inc. (RDI) Q4 2024 Earnings Call Transcript by SA Transcripts

Teck Resources Offers A Low-Tech Play On High-Tech Growth by Stephen Simpson

Amazon: Enter Now And Accumulate On Dip by The Alpha Analyst

Charlie's Munger
*Amazon could see up to $10 billion in profits go up in smoke because of Trump tariffs
Lamb Weston: Restructuring Plan Could Make It A Takeover Target by Kennedy Njagi



Manchester United: Buy Market Discount by Stone Fox Capital

Pfizer: Shares Stabilize At $25 As Institutions Begin To Load Up (Rating Upgrade) by Deep Value Investing

Charlie's Munger
Analysis summary: stock didn’t go down in 30 days after my last "sell" recommendation so now i will say maybe it will go up...and reputationally i will be "hedged"