Aggressive Value
@aggresivevalue
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25 yrs investing in the markets. Deep value/ asymmetric opportunities. Nothing posted here is financial advice. Just another opinion. DYODD
Joined August 2021
The obvious solution to this whole controversy . There was more than one and they were of different design. See tractate shekalim daf11 There were 11 menorahs in the heichal.
For those who want to understand the mindset of ultra-Orthodox Jews in general, and Chabad—an amazing and open group—in particular, almost nothing could be more enlightening than the discussion sparked by this naked rage-bait post from the official Chabad account. An
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$UNFI at 15% FCF yield here. Great price for non cyclical name with great management. Guidance sounds heavily sandbagged as well.
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EC proposal sent out. Vote due by 11-18. If approved as such, major impact for $GSM. -higher volumes - better pricing - lower cost. Stay tuned…
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Remove all cash registers and CC terminals.
How do you make public buses safer in NYC? Mamdani: Remove the fareboxes so the criminals aren't tempted and let them ride for free. Commie logic. 😂 This is going to be funny NYC.
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Trump clearly trying to add cards going into China meeting. So he can taco on new stuff while keeping some old stuff.
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$GSM it’s only a matter of time now….EU tailwinds are locked in…
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$GSM 🚀
Major EC news for $GSM. manganese is huge for them. Current prices are $1100 USD per tonne. The new floor is $1,500 current EU production is 270k per year, capacity is 560k. $300 per ton price improvement on current production alone is 100m EBITDA. Utilization plus cost
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How is it possible that Powell didn’t hear these revisions were coming less than 40 hours ago? He is either an even worse stuck up politician than thought , or too lazy to ask his minions which way the wind is blowing.
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This morning, US government criticism of both Federal Reserve Chair Powell and the institution itself has broadened to include "mission creep" and the effectiveness of other officials. The developments of the last few days reinforce my view: If Chair Powell's objective is to
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Where’s Harry Potter when you need him?
BREAKING: Brazilian Supreme Court Justice Alexandre de Moraes just banned former Brazilian President Jair Bolsonaro from giving interviews to the media
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Major EC news for $GSM. manganese is huge for them. Current prices are $1100 USD per tonne. The new floor is $1,500 current EU production is 270k per year, capacity is 560k. $300 per ton price improvement on current production alone is 100m EBITDA. Utilization plus cost
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$UNFI release today makes it a no brainer. Minimal sales impact. No customer losses. 25-26 is trending above forecast. Stock was headed to 35 before they took it down on hack. It’s headed back there now.
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Fed needs to raise rates
New Orleans Pelicans forward Herb Jones has agreed to a three-year, $68 million contract extension with the franchise, Mark Bartelstein and Kieran Piller of @PrioritySports told ESPN. Jones now has a total five years and $97M on his Pelicans deal – with player option in 2029-30.
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Everyone opining on Trump policies impact on deficits. We won’t know till it’s done. For now it’s conjecture. Funny how Powell made no assumptions about inflation from Covid stimulus , but now he is busy with assumed impacts of tariffs. Trump admin like those before him
The June budget SURPLUS should be about $60B. Since February the budget DEFICIT in 2025 is coming in at around $460B vs $740B in 2024. Is Trump having a big impact on the budget deficit?
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