$MCEM continues to look like a great value here despite US construction softness. Rock solid balance sheet, throwing off lots of cash, irreplaceable assets, 99% employee retention, and Mr. Wulf outperforming most HFs with his stock picks. Long.

Chapters Group looks like a short, maybe a tad too culty. Like a ~1% FCF yield?

Essex Rental crane sale story is an awesome case study. Apollo purchased assets in bankruptcy when no one (except Dave) was paying attention.

Decent comp for $CNRD; going to trade at about 9x 2026 consensus EBITDA. saltchuk.com/great-lakes-dr…

“Hey did you read the citrini article?”

Charles Schwab $SCHW went public a month before Black Monday. Traded down 64% after eating $22m of customer losses from the crash. Went on to be a +/- 700x from the lows.

Joe dropping Grahamian bars:

$OTCM beast of a quarter otcmarkets.com/stock/OTCM/new…

$OTCM

Nibbled on $REOP. It’s cheap. You don’t see long standing leadership teams like this anymore. Carrie also owns 81% of the business.

Deep value works. 10-bagger. Go Lee

Bireme is criminally underrated