RT @Shadow_Value: It sure looks to me like @PaulAndreola’s NameSilo $URLOF $URL.CA has hit escape velocity. The Q1 revenue, gross/operating….

Combined with the building cash balance and low debt, who knows, maybe the going concern disclaimer goes away for next year’s annual report. Other catalysts with some of their investments are also on the horizon so this one could get interesting.

Join millions who have switched to Grok.

It sure looks to me like @PaulAndreola’s NameSilo $URLOF $URL.CA has hit escape velocity. The Q1 revenue, gross/operating profit look great. With time, I think that will flow through the rest of the income statement so it’s a bit cleaner. Cash production has always been there.

I did a written interview with @capitalemployed for anyone interested in hearing about my experience and lessons learned running the investment advisory. I also talk about two investment ideas in $EOLS and $GLASF. Thanks to Jon for his interest!.

Is this going to be referred to as the tariff tantrum?.

It's an exciting time when two of your larger positions have an investor day on the same day. Lots to dig into! $EOLS $GLASF.

Anyone know investment management firms to look at in the Austin or Nashville areas? I know Arnold Van Den Berg is in Austin.

- 5yrs in research at a value-oriented investment manager.- 3yrs trying my own one-man investment advisory, Shadowridge Value (my mistakes can be your gain).- 1.5yrs in IR at a public energy/utility company. Happy to have a chat if anything seems fitting. Thanks in advance!.

Is anybody looking to hire an analyst? SoCal or remote which is limited I know, but I can be selective and my family roots are here. While my presence on X is largely through my thrift conversion Substack, I’m a generalist with some specialized bank knowledge. Boo below: ⬇️.

What do you all make of the following performance measures for a bank:. Return on average assets (30%).Pretax, pre-provision net income (30%).Efficiency ratio (20%).Discretionary (20%). Seems respectable to me, but what would you critique? @OurBank3 can probably bring the noise!.

Fun first half of interview and an important second half.

@altcap.

⁦@theallinpod⁩ brought the heat on the executive compensation discussion. They should continue to address this topic because public companies are out of control. Name more examples, the best disinfectant is transparency. Starts at 36:19 minute mark:

RT @altcap: How can u help? Spread the word and get your friends to follow @InvestAmerica24 on X, Insta and Tiktok.

Could someone please remind me what’s occurring on the backend when a trade executes well below your outstanding bid but you get no shares?.

Sad news in San Diego sports. Peter Seidler was a generous man who twice invited me (a nobody) to the owner's box for games. Given the investment he poured into the stadium, roster, and city, I hope they win him a championship and he gets a statue alongside Gwynn and Hoffman. RIP.

Absolutely stunning sights here in Prague.

Looks like $NECB will also be added to the Russell 3000 when the reconstitution occurs in a few weeks. Note that this is only a preliminary list and is subject to change in the ensuing weeks.

RT @majgeoinvesting: Board seats are now encouraged to satisfy diversity standards. Another requirement is needed: That Board members own a….

Good to see podcasts from ⁦@jessefelder⁩ again. This was an interesting episode and the self-serving discussed is too common at companies. Better question is what to do/how to stop the management teams partaking in it. ⁦@NonGaap⁩ does his part!