@CarterJohnson23

Manager of MCJ Capital Partners | Focus on Quality Small Companies & Serial Acquirers | Fan of Micro Econ History *Nothing is Investment Advice*

 Denver, Colorado
mcjcapitalpartners.com
Joined January 2011
  • Tweets518
  • Following340
  • Followers928
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Really enjoyed being on the “Investing by the Books” show. Had a great time chatting Henry Singleton and the history of Teledyne.
Investing by the Books Podcast@IB_Redeye13 Dec 2022
Want to know how Henry Singleton took Teledyne from $58,000 to $392,000,000 in net income over 27 years? Together with Carter Johnson, we dive deep into the methods used by Singleton and try to pinpoint what enabled this incredible success story. 1/3
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Carter Johnson retweeted
Bobby Kraft
@BobbyKKraft9 Oct 2024
[NEW PODCAST] kneat.com, inc. $KSI.TO $KSIOF: Enables Highly Regulated Industries to Streamline and Automate Validation Processes | Due Diligence Series Interview with Eddie Ryan (Co-Founder & CEO) #MicroCap #Investing #Education @KneatSoftware YouTube: youtube.com/watch?v=NJL4S4NA… Apple: podcasts.apple.com/us/podcas… Substack: microcapnewsletter.substack.…
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Come hang out with us!
Tobias Carlisle
@Greenbackd23 Jul 2024
Author of Berkshire Hathaway's Complete Financial History's Adam @BRK_Student Mead joins @farnamjake1 and me on Value: After Hours LIVE TODAY at 1.30pm E / 10.30am P / 5.30pm UTC / 3.30am AUS Watch it on the Acquirers Podcast channel: youtube.com/channel/UCJ27FwJ…… Subscribe to be sent a reminder: youtube.com/channel/UCJ27FwJ…
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Henry Singelton really is one of the greatest business minds to ever exist .
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Happy 4th of July 🇺🇸🎆 As an adult, the 4th has quickly become my favorite holiday. Brings back that nostalgia of endless summer nights and careless fun as a kid.
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"I am trying to emulate my great-grandfather. When he died, they said about him, 'Nobody envied the success, so fairly won and wisely used.'" -- Charlie Munger, RIP
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RIP to one of the greats… here’s to trying to live a life rationally. Thanks Charlie for the wisdom, laughs, and example of how to live in a world where it’s so easy to get lost.
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Always great to hear @BRK_Student thoughts on a business.
Business Breakdowns
@bizbreakdowns26 Jul 2023
Replying to @ReustleMatt
You can listen to the episode here. pod.link/1559120677/episode/…
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Checking the Blue Dollar arb while passing through the airport. When I asked for the spot Rate on the Argentina Peso the Western Union lady kindly said with a smile… “We’re not buying but we’ll sell you as much as you want if you need it.”
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This is one of the most entertaining threads I’ve stumbled across in a long time. All Ramit is saying is run the numbers. And yet based on the comments, that doesn’t sit well with some folks…
Ramit Sethi
@ramit8 Jun 2023
Many people don’t realize the hidden fees involved in buying a house I call these PHANTOM COSTS They see this: - 2-bedroom house for $1600 rent - 2-bedroom house for $1600 mortgage And think: “Same price? I should build equity!”
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Pretty interesting talk about what’s at stake with the AI race open.spotify.com/episode/0KQ…

The AI Dilemma

Your Undivided Attention · Episode

open.spotify.com
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$KUT.V
Neel Parekh@NeelBParekh1 Jun 2023
Replying to @NeelBParekh
5/ ProShred Security There’s nothing more boring than shredding paper. Basically, tons of companies are required by local, state, and federal governments to keep paper documentation on sight for ~5-7 years.
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Carter Johnson retweeted
Leandro
@Invesquotes1 Jun 2023
Find a good company in a good industry where management talks like this about capital allocation and sit tight $CPRT
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Great work as always @NiklasSavas
Niklas Sävås@NiklasSavas31 May 2023
Put all your other tasks on hold. Our latest quarterly update on serial acquirers is out! redeye.se/research/913496/se…
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First up, MCJ Capital Partners @CarterJohnson23 has a wonderful look at the distributors. Why has this group of companies delivered such fantastic stock returns? Are the reasons why still in place?
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Leandro
@Invesquotes24 May 2023
This remains one of the best quotes from Constellation Software's President Letters Mark Leonard going for full alignment with shareholders Source: 2014 Letter $CSU
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As I near the completion of my book, the day of its publication draws closer. If you are eager to be among the first to know when it hits the shelves, send me a DM. I will make it my personal mission to keep you informed. (Retweets are appreciated)
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Sam Zell was a brilliant business man and real estate investor. I learned a lot studying his S Corp ESOP architecture of the Chicago Tribune. But perhaps the biggest takeaway I found when studying him…
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was how he described his parents decision to flee Poland before the Nazi invasion. It’s a fascinating and humbling story of how hard it can be to “act” when big unfathomable change is on the horizon but not yet at the doorstep.
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I thought of that story a lot following the Covid developments in late 2019 before it really jumped internationally. No doubt Sam will be missed. Grateful he shared so much wisdom during his time here.
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Just a simple business that keeps on cranking… $CPRT
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