Focused Compounding | Luke Elliott | Activity https://focusedcompounding.com/members/lucas_elliott/activity/ Activity feed for Luke Elliott. Tue, 31 Mar 2026 01:08:04 -0500 https://buddypress.org/?v= en-US 30 hourly 2 09eb7e2dcc0cc4e5890ee4171fee4f97 Luke Elliott commented on the post, Parks! America (PRKA): A Gem Trading at a 15% FCF Yield That Should Have 50%+ of Its Current Market Cap in Cash Within 5 Years https://focusedcompounding.com/parks-america/#comment-421 Thu, 16 Jul 2020 17:09:07 -0500 @andrewkuhn What do you think of acquisition details compared to your expectations?

]]> e9ee11bfc6230d4732625f9e75cc3ed2 Luke Elliott wrote a new post https://focusedcompounding.com/?p=4530 Fri, 17 Jan 2020 20:32:24 -0600 17 Jan 2020Quote: $0.18/share     AdvanSource Biomaterials designs and manufacturers materials used in medical applications. They primarily make polyurethane materials that are used in long and short-term imp […]

]]> 5625bd431bd04637707dd6cef325130b Luke Elliott commented on the post, Nuvera Communications (NUVR): A Microcap Telecom Company in Rural Minnesota With Stable Earnings and Effective Management That Is Trading At A Cheap Price to Free Cash Flow https://focusedcompounding.com/nuvera-communications-nuvr-a-microcap-telecom-company-in-rural-minnesota-with-stable-earnings-and-effective-management-that-is-trading-at-a-cheap-price-to-free-cash-flow/#comment-317 Thu, 30 May 2019 13:12:57 -0500 Good write-up. How much price difference did you find between equivalent Nuvera vs Comcast packages?

]]> d2e1468ad3e84fbd6e3b2c246b091ccc Luke Elliott commented on the post, “Farmer Mac” A.K.A. Federal Agricultural Mortgage Corporation (AGM): The Freddie Mac of Farms and Ranches Has a P/E Below 9 and an ROE Above Most Banks https://focusedcompounding.com/farmer-mac-a-k-a-federal-agricultural-mortgage-corporation-agm-the-freddie-mac-of-farms-and-ranches-has-a-p-e-below-9-and-an-roe-above-most-banks/#comment-316 Thu, 30 May 2019 13:10:22 -0500 Geoff,

How did you calculate your estimate of their 35:1 leverage ratio?

Thanks.
-Luke

]]> 630425b321e420e9d24b7cee174deec0 Luke Elliott commented on the post, Sonics & Materials (SIMA): A Profitable Net-Net Building A Cash Pile https://focusedcompounding.com/sonics-materials-sima-a-profitable-net-net-building-a-cash-pile/#comment-305 Thu, 07 Feb 2019 14:55:00 -0600 There is a table at the below link that provides info on what brokerages allow what.

]]> ed011ec8e1895c346398c5da1f1f7721 Luke Elliott commented on the post, DHI Group (NYSE: DHX) https://focusedcompounding.com/dhi-group-nyse-dhx/#comment-296 Mon, 05 Nov 2018 13:45:05 -0600 I have no confidence in the Board. If I buy options, I’d like for a longer expiration than May.

Some interesting discussion on the last earnings call:

Jafar Azmayesh: Good morning, guys. Can you provide an […]

]]> 03a1ae9eb7cfe788d4e7026f93697bdc Luke Elliott commented on the post, Pandora A/S (CPH: PNDORA) https://focusedcompounding.com/pandora-a-s-cph-pndora-24-may-2018/#comment-288 Mon, 15 Oct 2018 14:16:11 -0500 Based on the downward guidance revision, my updated appraisal for this is 600-620 DKK per share

]]> 8bfa3503b0ac54623deaae6055ea719d Luke Elliott commented on the post, Vulcan International (VULC): A Dark, Illiquid Company Planning to Liquidate its Portfolio of Bank Stocks and Dissolve https://focusedcompounding.com/vulcan-international-vulc-a-dark-illiquid-company-planning-to-liquidate-its-portfolio-of-bank-stocks-and-dissolve/#comment-287 Mon, 15 Oct 2018 13:46:59 -0500 Link to 2017 financials- https://drive.google.com/file/d/1oe1BKn8OLP7aMlcigwzkvicCTxYLAVRD/view

]]> 5516dffecb6b76a0cf6d40880dee9fd6 Luke Elliott commented on the post, Pandora A/S (CPH: PNDORA) https://focusedcompounding.com/pandora-a-s-cph-pndora-24-may-2018/#comment-284 Thu, 11 Oct 2018 13:51:29 -0500 Update:
Pandora lowered guidance for the 2018 year from 7-10% sales growth to 4-7% and EBITDA Margins from 35% to 32% (I had already shaved a few points on their guided margins to be conservative. Still came in […]

]]> b1b6f661dc4ecb8664bcf5036a16d5ac Luke Elliott wrote a new post https://focusedcompounding.com/?p=3484 Tue, 09 Oct 2018 16:03:32 -0500 This will be short and sweet.DHI Group (NYSE: DHX) is the parent company of subsidiaries that are engaged in online career sites and services. Think indeed.com or monster.com. Their major platforms (assets) are […]

]]> 5a2f3ddb8eec5ecd2932792983b24d72 Luke Elliott commented on the post, KLX Inc/KLX Energy Services Spinoff https://focusedcompounding.com/klx-inc-klx-energy-services-spinoff/#comment-274 Wed, 29 Aug 2018 17:50:12 -0500 KLXE will start trading on September 17

]]> 1629e587218d9b8def729bd1597e4d21 Luke Elliott commented on the post, Pandora A/S (CPH: PNDORA) https://focusedcompounding.com/pandora-a-s-cph-pndora-24-may-2018/#comment-253 Fri, 15 Jun 2018 18:32:24 -0500 @andrewkuhn @geoffgannon any opinion or input on the company?

]]> 9252dc5110cecc421ff76a8dc70c384c Luke Elliott commented on the post, Pandora A/S (CPH: PNDORA) https://focusedcompounding.com/pandora-a-s-cph-pndora-24-may-2018/#comment-252 Fri, 15 Jun 2018 18:28:14 -0500 Hi Giuseppe,

Thanks for the question. The short thesis comes down to one central point- the shorts think charm bracelets are a fashion trend that blew up quickly and will decelerate rapidly. In the short […]

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