Calvin Blissett
Extreme patience combined with extreme opportunism. Fish where the fish are. My returns posted on Substack have done well, equally weighted 21.5%. Personal 3 year 30% per annum
| Platform |  | Pricing | Freemium | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 14 | Founded | a year ago | Last Issue | 4 days ago |
| Active | |||||
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nobrainerinvestments.substack.comLatest Issues
A special situation bet on the power of incentives with 10x upside in a mandated year timeframe.
Charlie Munger famously said “Show me the incentive and I will show you the outcome”. There is a microcap situation today where the thesis is just this quote. If successful the stock at $16.88, market cap $31.27m, Enterprise Value $161.4m c...
Spreadsheet for my most recent writeup
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2.6 Owners Earnings, Market Cap= 1/5 cash and investments. Owners Earnings up 41% in 1h 2026 due to Super Cycle conditions proven to persist for years. Buybacks to the power of buybacks
Ever seen a company have buybacks squared?
It’s hard to find firm’s with negative enterprise values not due to land, where the operating business is being ascribed 0 value by the market, it is also hard to find a negative EV company with y...
Negative Enterprise Value, 5% dividend yield, Float, See’s Candy type brand if not better. 5.5 Owners Earnings multiple with growth. Getting stronger while competitors suffer.
Peter Lynch, Beating the Street, 1993:
“In a lousy industry, one that’s growing slowly if at all, the weak drop out and the survivors get a bigger share of the market.”
This writeup is by Gabriel Sammut (Gabriel X Profile...
A compounding Toll Bridge at a 7x multiple, 4% dividend yield, 31 year average concession life, 12% of shares bought back, 12% current authorization with secular trends. Founder CEO
Promotora y Operadora de Infraestructura SAB de CV (PINFRAL)
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Extreme patience combined with extreme opportunism. Fish where the fish are. My returns posted on Substack have done well, equally weighted 21.5%. Personal 3 year 30% per annum
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