Wait and Collect @WaitAndCollect

Finding the boring companies that beat the S&P for decades. The ones nobody posts about. Joined October 2012

Tweets

95
Followers

57K
Following

17
Likes

264

Wait and Collect @WaitAndCollect

2 days ago

Interactive Brokers: Founded 1978  Crossed 1 million accounts in 2020  5.58 million accounts today 1.4 million of those came in the last 12 months. $IBKR

2 0 25 6K 6

View Details

Wait and Collect @WaitAndCollect

6 days ago

$MELI is trading at 1.84x forward sales. Cheapest it has ever been on that measure. Revenue is still growing close to 40%.

4 1 26 6K 12

View Details

Wait and Collect @WaitAndCollect

a week ago

I REALLY hope you’re paying attention to this account…

Donald Trump Stock Tracker @DJTRadar

a week ago

Reminder that the Trump administration bought this stock at $17.17. You can buy it right now at $12.78. 25.6% cheaper. You're welcome.

37 90 2K 217K 850

2 0 28 9K 21

View Details

Wait and Collect @WaitAndCollect

2 weeks ago

Warren Buffett has named very few outside investors he admires. Greg Alexander is one of them. Alexander runs a $607M fund with six holdings. As of September 25, one auto dealer is 64% of it. He owns 13.75% of the entire company. $GPI

0 2 48 11K 49

View Details

Wait and Collect @WaitAndCollect

2 weeks ago

Rollins has grown revenue for 25 years straight. Through 2008. Through COVID. Through every rate cycle in between. Bugs don't care about the economy. $ROL

3 3 36 8K 17

View Details

Donald Trump Stock Tracker @DJTRadar

2 weeks ago

We're happy to announce the launch of our Substack, where we'll be sharing Donald Trump's most interesting trades that almost nobody is talking about, plus other politicians like Nancy Pelosi. We spend hours digging through filings to find the best possible setups for you guys. This is a way for us to be compensated for that work and to bring YOU as much value as possible. We just dropped one of Nancy Pelosi's trades that nobody is talking about. Join from our bio.

6 7 112 66K 24

View Details

Wait and Collect @WaitAndCollect

2 weeks ago

Amazon has compounded operating cash flow at 19.5% a year since 2021. $66B to $161B. The stock trades at 18.79x that cash flow, near the cheapest it's ever been. A 19% grower at 19x cash flow. That's it.

1 1 47 9K 18

View Details

The Assembly @InTheAssembly

2 weeks ago

This is the kind of message we absolutely LOVE to see. He was losing money, and we helped him make it all back and get his account out of the hole. If you're still not a member of The Assembly, that's a mistake you'll regret later. Access here: intheassembly.com

16 9 157 145K 31

View Details

Wait and Collect @WaitAndCollect

2 weeks ago

$PEP is paying a 4.5% dividend yield, the highest in over 20 years. That's more than most savings accounts, from a company that has raised its dividend every year for 5 decades.

2 1 29 6K 8

View Details

Wait and Collect @WaitAndCollect

2 weeks ago

The last time you could buy $MELI this cheap on gross profit, the stock was under $150. 6.2x EV/Gross Profit. Lowest in more than 10 years.

2 1 28 8K 18

View Details

Wait and Collect @WaitAndCollect

2 weeks ago

Wall Street on $CELH: 15% annual EPS growth for years. The market on CELH: down 39% YTD.

2 0 21 7K 2

View Details

Wait and Collect @WaitAndCollect

2 weeks ago

$FICO is closing in on the worst drawdown in its history. The last time it fell this hard, the global financial system was collapsing.

2 2 35 8K 10

View Details

Wait and Collect @WaitAndCollect

3 weeks ago

$FICO at ~13x forward EV/EBIT, cheapest vs the last decade. Business still growing. The discount is the FHFA/VantageScore fight on mortgages, not a collapse in the rest of the scoring franchise.

1 1 29 7K 11

View Details

Wait and Collect @WaitAndCollect

3 weeks ago

$MA free cash flow per share: 2015: $3.45 2025: $18.94 That's 18.6% compounded, every year, for 10 years straight. Most companies can't do that for three.

1 0 28 7K 9

View Details

NoLimit @NoLimitGains

3 weeks ago

For all the crypto guys out there, check inside The Assembly. I just shared a coin I believe can do a 3x to 5x. Our last one was ONDO, which is now up more than 2x. We do crypto too, in case you didn't know. See you inside, you can join from my bio.

41 18 331 390K 39

View Details

Wait and Collect @WaitAndCollect

3 weeks ago

$SPGI lowest valuation in YEARS…

2 0 21 7K 4

View Details

Wait and Collect @WaitAndCollect

3 weeks ago

If you're still not following them, you're an idiot

Donald Trump Stock Tracker @DJTRadar

3 weeks ago

Look at this, it's wild. Not too long ago we told you that Nancy Pelosi and Donald Trump were both buying TEM. The stock has jumped 45% in less than two weeks. This is exactly why we do what we do. If you're still not following us, you're making a big mistake…

19 37 917 675K 392

0 1 48 21K 8

View Details

Wait and Collect @WaitAndCollect

3 weeks ago

$AMZN has more debt than cash for only the third time in 20 years. They're borrowing to build AI capacity.

0 5 39 8K 6

View Details

Wait and Collect @WaitAndCollect

3 weeks ago

Another pullback in the financial toll booth stocks this past month. Which one are you buying?

1 0 15 8K 4

View Details

Wait and Collect @WaitAndCollect

3 weeks ago

$SPGI at ~21x forward earnings. What you own at that price: Roughly half the global credit ratings market. Almost every bond issued on earth is rated by them or Moody's. The S&P 500 itself. Every fund tracking it pays a license fee. Platts, which sets the benchmark most of the world's oil is priced against. The data terminal a large share of Wall Street runs on. Four businesses nobody can build a competitor to, at a multiple the market hands to average companies.