Interesting pitch on $ROIV by Greenlight Capital Full letter can be found here: hedgefundalpha.com/david-einhorns…

The hedgehog is long $afmjf. The tin thesis is real, and they are the cream of the crop.

The hedgehog is long $IAC here. Advertising has bottomed, Turo IPO will come and management has proven to create shareholder value

The hedgehog new longs and price acquired: $AFMJF: 0.81 $ROIV: 10.98 $IAC: 49.80

#Tin price: 33200 (-251, -0.75%) 1:21am London $Tin metal.com/Tin/LME_SN_3M

The hedgehog is salivating over these prices for $AFMJF $AFM.V … with the new mine coming online and these prices, this will get more and more eyes in 2H

The hedgehog senses $AFMJF will hit $1.00 this year… $AFM.V

If the #tin price holds 30k+, I can see $AFM.v printing $80M+ EBITDA. The game for this company has changed. Sitting back and waiting for the quarterly report in July to drop. This would be an annual EBITDA of $320M. On to the next mine or 2…

The hedgehog is long $CLF . Lourenco is one of a kind, but he owns the American steel game. Time to sit back and return capital or keep picking up assets and making them profitable.

New longs and price acquired: $CLF 17.28

$CYTK hedgehog smells opportunity….

The hedgehog is long $TGTX - don’t have to like the ceo to make money. Trends are playing out and reality is they are going to be able to build a franchise that’s worth multiples of current market cap.

New longs and price acquired: $TGTX 15.85

What Florida is doing to Edmonton is similar to $AFMJF vs the competition

$TGTX chart is coming together, nothing but good treatment feedback…. Feels like the journey to the 20’s is inevitable

The hedgehog is long $SRPT ($160.72). Love or hate the decision, This will melt up. Think $VRTX 2.0. This patient population will jump on the drug asap and they will blow out numbers. Will hit $200/share this year.

$TGTX briumvi just keeps chugging along…. This market is big enough for it to win without the two big kahunas losing

$AFM.to Who could have known 🤷😉 4,027 tonnes +28% q/q Tin sales of 3,245 tonnes (increased stocks due to expansion expected to clear in Q3) EBITDA guidance of $54,2m (+4% q/q)

Hedgehog just sitting quiet and riding $tgtx

$ROIV $TGTX quietly chugging along…