4 days without sleep. Insomnia hitting hard rn

insiders and large shareholders add to their graftech position; resonac cuts a third of its capacity; resonac gets infected with ransomware. things starting to heat up in the graphite electrode industry

$RYAM CEO purchased more shares. Trading at close to historical low EV/EBITDA levels due to a variety of temporary operational and tariff issues. Favorable S/D dynamics. Get a feeling mgmt trying to sandbag recent results to set them up for positive momentum

$RYAM - from Hawkins Wright

New to $RSSS, but profitability seems to be inflecting fairly significantly. 200% incremental EBIT margins this quarter will make FY2025 EBIT margins the highest its been over the last decade. High margin Platforms business also continues to grow as a % of total sales.

$BA's production cap getting raised seems like a near term positive for $IEHC

Finished reading Notes From Underground a few days ago, and I must say Dostoevsky did extraordinarily well in rendering parts of my own life with such vivid accuracy, as to leave me frightened at the future course my own life could take if not careful. That book really is like

It was the only place that I felt would accept me after "christmas-treeing" my standardized tests

Bengal gaining some attention as we FINALLY cross over the 200 day sma! Stock has broken the down-trend! NAV $1.20 #investwithJoe #deepvalue

It's getting awfully stormy in $TSLA senior debt-land...

Why crashes tend to occur according to Bernard Connolly

George Soros on the crash of 1987

Bernard Connolly on the crash of 1987