DOMO Capital Management, LLC
@DOMOCAPITAL
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Founded by Justin Dopierala - Featured in the documentary: GameStop: Rise of the Players - PM of the DOMO Concentrated All Cap Value Composite
Waukesha, WI
Joined July 2018
Billy, this is $PBI. He's a shipping and mailing company. His CEO is an activist who literally full-ported the stock and he's buying back shares like a madman. Factoring in BB's, he trades at 3.6x 2027 levered FCF. His only flaw is that a board member churns every 12 minutes.
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It is now legal to sell #E15 in California: https://t.co/fjusbdwisO
#AB30 "The Governor signed Assembly Bill 30 by Assemblymember David Alvarez (D-San Diego), which allows an additional blend of gasoline – E15 fuel specifically – to be sold in the state while the Air Resources
gov.ca.gov
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Sept. 1 U.S. corn stocks come in well above trade estimates, soybeans land slightly below. Wheat comes in heavier than expected.
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someone is shorting $PBI in size. this was at 5.4M yesterday.
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👀👀 Man, I remember how there was so much hate with people claiming that even if #AB30 passed there was no way it would be legal to sell #E15 in California - apparently those people have now completely deleted their X accounts (@CarbonAcumen) lol. https://t.co/CmF2TqFRkG
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$PBI....
Short interest for $pbi just went up 7%. Highest level since Jan 2021. 20.6m shares short, 14% of flat. 6 days to cover.
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Busy week for #CARB: First, Governor Newsom made a surprise announcement of Liane Randolph’s retirement. Then we get a surprise #E15 workshop. CARB slow-walked E15 approval during Randolph’s entire tenure. Are these two stories related? Inquiring minds want to know! #ethanol
@CAgovernor just announced @AirResources (CARB) Chair Liane Randolph is retiring Sept. 30 and will be replaced by Newsom advisor Lauren Sanchez.
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‼️The finish line is closer than ever for #E15 in California. CARB just gave notice that it will be hosting a virtual public workshop on October 14 to discuss introducing gasoline containing up to 15% #ethanol. Register here: https://t.co/VL8a4LjuYJ
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Since that post... $PBI floating rate debt has declined from $910M to $771.5M. If we assume Pitney ends the year with 165M shares outstanding (probably quite a bit too high) then every 1 point Fed cut ($7.7M in savings) would increase $PBI EPS by 4.7 cents. If we get a 75 basis
Is this still relevant to $PBI ? 🤔
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Back in California for more E15 workshops. Today’s attendees include all levels of the fuel supply chain. AB 30, legislation that immediately approves E15 in the state, is sitting on the Governor’s desk awaiting his signature. It’s an exciting time!
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Per Grok "Approximately 70% of existing E10 fuel pumps (dispensers) in California are compatible with E15, with many of them already UL-certified for blends up to E25. This comes from the California Energy Commission's August 2024 Transportation Fuels Assessment, which reviewed
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Huge news out of $PBI today! Convincing Todd Everett to run SendTech is a huge win. Todd is a rockstar! "Growth" was mentioned 6x+ for a reason... https://t.co/tTjYjUvlrZ Maybe more interesting is the bank! Looks like a $HOG like bank deal might happen way sooner than I
investorrelations.pitneybowes.com
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#AB30 was just presented to Governor Newsom at 3 PM yesterday - he can now sign it at any moment: https://t.co/rsAUquI5Li
#E15
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It's amazing to think how many jobs Kurt Wolf has saved at @PitneyBowes. If $PBI still owned Global E-Commerce, which was mostly cross-border, the de minimis change would have completely bankrupted the entire company (PreSort is 100% domestic and although SendTech has
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RFA's @fuelinggood with a special message to California's fuel retailers: Come to one of our free upcoming E15 workshops!
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🚨🇺🇸 TESLA: BATTERIES CAN UNLOCK THE GRID’S WASTED 50% The U.S. grid runs at only about 50% of its capacity for most of the year, leaving half its infrastructure idle. New peaks from AI data centers push demand beyond limits, and the old solution is costly expansion. Tesla
🚨🇺🇸TESLA WARNS: GRID TOO SLOW FOR AI POWER SURGE, BATTERIES HOLD THE KEY Global electricity demand is rising 3% a year, fueled by electrification, manufacturing, and the explosion of AI data centers. By 2030, AI alone could consume 10% of U.S. power. The grid, already
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$PBI Credit *Outlook* upgrade https://t.co/8BoIZFIKdh
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