Xunlei $XNET with $550mm net income.. basically earning its entire market cap in one Q. You have to like the P2PCDN model, but generally the operative performance was good and Insta360 keeps on delivering. Let's await the earnings call.

Yeah, wenn meine Investments alle so erfolgreich wären wie dieses Gebot 😜

My worthless dating advice: Look for a compounder, not a 0dte 🤭🌳🙏

Sometimes it takes very little to break the internet

Is the $VIX still a valid measure of volatility with the high concentration the S&P 500 has? Z

1/2Nachdem die letzte Folge die längste der Podcast-Historie war, folgt nun die kürzeste. Florian Buschek gibt uns ein Update zu seinem Pitch $DUOT und sagt uns vor allem, warum er mittlerweile kritischer gegenüber dem Unternehmen... youtu.be/2CXtMTEmalw

New Notes of a Wooden Head idea is out: $GLPG (biotech, but not the GLP-1 circus). Link in bio.

Ackman: "May I meet you?" Bessent: "How much does your arm weigh?" I LOVE THIS PLACE!

Of course the suprise was on the downside, adding to my $ITECH position one more time.

The Value Investors Club "Hall of Fame." Thousands apply. Few get in. Even fewer win the VIC contest each year. I looked at every winning pitch since 2001. Here are the Top 10 investors by total wins (plus my favorite pitch from each)👇

Fantastic curated thread by Dalius👇

One of the most interesting legal special situations at the momemt👇

"Even for the very best investors, identifying a bubble is a good deal easier than judging when it will burst. With a 10 yr horizon, the inverse relationship between starting valuations and returns is clear. Over one year, there is no correlation at all."

Welcome 2026!

#GreenX $GRX.ax $GRX nice decision from the Singapore court!

If you are running an investment-related Substack, blog or channel, then do not miss out on this interview with Edwin Dorsey of The Bear Cave fame. Speaking with Undervalued-Shares.com, Edwin generously shares extremely valuable advice for building a business. undervalued-shares.com/weekly-dispatc…

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EuroGroup Laminations $EGLA down 57% after FountainVest-EMS deal collapses (India clearance missing).. this is what happens when mergers fail on Presidents' day 🤯