Bullish $aap

— Blue Duck Capital Partners (@BlueDuckCap)
Mar 18, 2024

$DTC Market awakening to strat alts noted yesterday. “We are currently undergoing a full strategic review of every key facet of our company...have engaged a leading strategic firm.” Multiple assets to sell. New CEO from $VSTO. 7x EPS, high SI. Large upside on any favorable news.

— catechwilliams@yahoo (@catechwilliams)
Mar 15, 2024

Interesting boring names with low valuations & potential catalysts:

$MUEL: Has Co. finally become shareholder friendly?
$CRAWA: Large buyback with June deadline.
$BRM.V: Delayed orders start coming through?
$DRX.TO: Large backlog provides visibility.

*research still on going*

— Maj Soueidan (@majgeoinvesting)
Dec 13, 2023

$PTALF
- Zero Debt
- 11% variable dividend. Could be a reliable 15% in the future
- Buyback
- Growth ambitions from management
- Good reserves

— Son of a Bichon (@BichonRedux)
Mar 21, 2024

When you pitch Mexico's Starbuck's and Domino's operator $ALSEA at 7x normalized earnings in 2020, they all say...

1. cartels
2. FX risk
3. fraud
4. poors
5. leverage
6. bad locations
7. AMLO

Well...

— Ian Bezek (@irbezek)
Mar 23, 2024

$TALK sure looks like it’s in play. Maybe a $LFST Hail Mary to create some distractions to reset the table after years of underperformance? A way to diversify away from their real estate centric footprint? Take away a competitor who is undercutting pricing with insurance co’s?

— Taocentric (@Taocentric12)
Mar 13, 2024

$PCHM Audited 2023 results posted.  Revised Q4 results upward due to accrual correction and lower taxes due.  See updated letter that notes management change.  otcmarkets.com/stock/PCHM/dis…

— Tim Eriksen (@eriksen_tim)
Mar 18, 2024

The only AI product I'm invested in 'Owe-Eye' from net-net Sonocom (TYO 7902). No idea what it does, but company is cheap. I see it as a free call options on hype/potential new products. Company has been profitable 10 years straight and valued at less than $0 and 0.37x p/b.

— AltayCap (@AltayCapital)
Mar 14, 2024

$MUSA is a 10-bagger in 10 yrs (26% CAGR). Great example of "boring" stock in low growth industry (gas stations) that created huge value (like NVR, AZO, ORLY). 2 key ingredients: consistent buybacks + persistently below avg valuation. The boring part helps sustain the latter

— John Huber (@JohnHuber72)
Mar 19, 2024

It's hard to argue with this screen we do.
Insider buying in the last 2 months.

— Porter Collins (@Seawolfcap)
Mar 20, 2024

I consider Aaron Graft’s annual letter to be a must read in banking.

It is the industry’s most interesting story.

And you can take it as gospel that Aaron is among the brightest, and best, folks in banking.

You can find his letter below…

— Maxfield on Banks (@MaxfieldOnBanks)
Mar 21, 2024