Choice Equities
@Choice_Equities
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Small/midcap US equities. May have a position in securities mentioned. Please see website for important disclosures.
Raleigh, NC
Joined March 2018
RT @YetAnotherValue: Podcast #269 is up!. @Choice_Equities updates his $CROX thesis and talks a little $MGNI.
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2Q 24 letter is up. $MGNI deep dive and $OEC and $HEES.
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Thank you! Tried to hit in a couple paragraphs. Obviously not near the depth of your podcast - which was excellent!!.
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1Q letter up. Take a look. $HEES, $PAR (mafia), $CROX (viral cups > shoes?)
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2023 Q2 letter on the site. Some updates and a few new ones. $STGW, $PLCE and $MGNI, again, and a look at $AAPL and the law of large numbers.
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2022 Q4 letter up on the site. Recent $CROX write-up now available as well.
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Delighted to be recognized by @SumZero and have the opportunity to discuss $CROX on 2/9. Please tune in.
REMINDER: The SumZero Top Stocks Investor Summit 2023 is coming up on Feb 9th. Should be an incredible day of discussion around the broader markets and specific, actionable #investments for the year(s) ahead. Register w/link 👇. Space will be limited.
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Q2 letter on the website. See here: A look at how the stocks in the market traded in 1H by quintile, with the 5th quintile of the Russell 2000 average at -65% and the Nasdaq at -60%. $CROX, $SITE, $OEC and $FARM.
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Finally posted to the site. the 4Q letter, now with clearance to share our portion of our interview with Value Investor Insight.
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RT @PBRGeorgia: ‘23 3B John Emendorfer(@BaylorBase) has been barreling balls all week & has athletic actions in everything he does. Picture….
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3Q 2021 Investor Letter up on the site. Take a look! $INVE, $FARM and $GMS.
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RT @ChrisBloomstran: Fortunate to have spent the better part of the week with 22 of the most thoughtful and talented investors around. They….
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2Q 2021 Investor Letter up. Take a look. Talking $SIC, $FARM and an off the radar new position in $INVE.
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Great reconnecting with @ruperthargreav1 and thanks to HiddenValueStocks @ValueWalk for featuring .@Choice_Equities in their 2Q2021 HVS issue Always fun to chat stocks like $SIC, $FARM, $HOME and $BXC. Hope everybody has a great 4th! 🇺🇸🇺🇸🇺🇸.
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1Q letter up on the site. Take a look! $FARM, $HOME, $BNED
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Q4 letter on the site. A few thoughts on $MGNI, $HOME, $SIC, $PBI and $VVI. Take a look!
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