China gradually losing share. But high-tech stuff is a different story

Heritage Insurance Holdings posted nice earnings. $14M, book value still double market cap. Adjusted Book Value probably even more than Double. All the new legislation in Florida seems to be helping. If they don't get whacked by a CAT 4 in hurricane season this thing cud hit $9

It just won’t stop

Am I missing something with insurance companies? A lot of really low price/books out there. HG Research has good stuff on $HRTG and $JXN. What's the market pricing in here?

Relativity People tend to evaluate Prices Qualities Or other attributes of items Not in absolute terms but relative to other similar items. For example...

The "Decoy" effect is everywhere.

Chapter 2 Anchoring 1/3 We tend to base decisions on the first piece of information (the "anchor"), such as using an initial product price as a reference for future purchases. Like these dudes seeing the jets first... x.com/george__mack/s…

Kitty Summary on Weight Loss Drugs 🧵 h/t Luddite Jonathan Bell Diagon_AlleyCat @DistilledWisdo1 Mark Carnegie organisedkitty Dan Amoss Darren Sissons Gero Patterer CC KKGB

High R/R stocks from the gr8 people of X: - $GRVY: Software Games - Almost $50 cash per share vs price per share of $66 -EV/EBITDA exp to be around 1.5x FY23 -Catalyst is their popular game “Ragnorok Origin” has been approved for the Chinese market. x.com/ClarkSquareCap…

So this write-up was actually me. $HRTG at $1.45 now it sits above $8. I sold out everything around $7. 5.5 X Bagger Wild ride, but just shows you there are REAL opportunities in small caps. This was an obvious bet it traded at like 0.3X book value or something.

This is what the modern day Tommy Shelby looks like guys. CEO of Betsson AB. iGaming EV/EBITDA 4.7. Growing revenues at like 15%+ Writeup is on my boobstack.

Slow and steady wins the race

Keeps going up on no news. I suspect it’s just market pricing in all the weight loss clients trying to get their hands on the GLP1s

Well done everyone. I’m famous

$HK 8371 Many thanks to @DV_Situations for sharing this opportunity with me. I hope to grab you a coffee sometime and exchange more ideas! 1/n -They have a 50% dividend payout policy and are expanding store count quickly, but not carelessly. -EV/E 4.7 -Annual growth 30%+ for

Here it is, by far the best risk-reward I have ever written up (in my 10 year + career). - Near monopoly in its niche. - EV/EBIT <10 - AI Expose and growing its ~50% operating margin segment fast. - Clear room for more growth (and busy growing double digits), capex spending