Tony Deden of Edelweiss Holdings 2018 chat with Grant Williams Probably the best financial philosophy discussion I've heard (Grant Williams has a brand new one out with Deden that I haven't got to yet) Highly recommended. m.youtube.com/watch?feature=…

$YCA closing the discount today. Hopefully $U.U will move to a premium today and start raising. #Uranium

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I published a new short report. $VRT valuewalk.com/vertiv-holding…

London this evening.

Did $U.U just go NAV premium? First time since early November. #SPUT #Uranium

From the BMO Metals Brief this morning. " Elsewhere, the spot tin ingot premium, cif Taiwan has surged 86% to $600-700/t from two weeks prior, due to a tightening of export license oversight in Indonesia."

At these prices, it was a sign of respect!

True ESG in one pic. From artisanal child laborer to a valued member of the OPS team 🙏👏🥲🥲

KAP flagging ramp-up delays on acid shortage/logistics. BMO estimate ~18Mlb deficit for 2024 Where do we go from $100 spot?

Uranium Twitter: tell me where you think we are in this cycle. #uranium I suspect we are somewhere between the ‘n’ of Media Attention and the ‘m’ of Enthusiasm.

Just wait until the Department of Justice learns about the IRS.

$PX has been solid since May. Still looks relatively undervalued to major players (though not apples-to-apples). It will be interesting to see if the headcount investment pays off through operating leverage.

All time shot, made better by the fact Capitalist@Large and I are in the vanguard of the outcrop of fans Tiger is hitting over.

For someone with the stature, reputation, and 9-figure $FNMA and $FMCC position like Bill Ackman, I find his analysis to be shockingly sloppy. 1) Recent comments by Mark Calabria and John Paulson point directly to SPS conversion (90+% UST ownership), not writedown 1/

Pulte And now you can make the tax payers hundreds of billions of dollars. "Make Fannie Great Again"

H/t Roger Mitchell for calling this years ago on GOG. Politicians have to act on the opposition’s typical policy points because the country is trapped. Unrecognizable to their voters. It was the direction of travel all along.

Nonzero chance Trump name drops Alphamin 😂 $AFM.V #tin