Because it is not about supporting Muslim brothers and sisters. It is about hating Jews (and kissing Moscow's or Beijing's boots).

In my Q4 2023 letter I revist $SUM and discuss $NAPA merionroadcapital.com/_files/ugd/f6e…

$53bn mkt cap $SMCI is now >1.5% of the entire Russell 2000

Thought this was interesting out of $SUM re cement replacement costs. Seems supported by recent txns

In my Q1 letter I discuss positions in $CLH and $BSET merionroadcapital.com/_files/ugd/f6e…

If you know you know

This is how you handle the situation. Well done Dartmouth 🌲

An amazing job by @lisapetrillo at @cbsmiami for capturing my mom’s Holocaust story - and Surviving the Survivor - perfectly. WATCH HERE: cbsnews.com/miami/video/ho… Holocaust Remembrance Day: Surviving the Survivor, a son shares mom's story cbsnews.com/miami/video/ho…

$BSET getting more interesting - Rev stabilizing after tough comps (worked down backlog) - Restructuring in place will save $5.5-$6.5m p.a. - Already profitable on cash basis - Increased dividend - First quarterly CC - Private investor buying hand over fist (up to 9% S.O.)

In my Q2 letter I discuss our investment in $VCTR and $LAKE merionroadcapital.com/_files/ugd/f6e…

Market is totally sleeping on $MHH. Earnings troughed 2 quarters ago. Hired consultants back in Jan, who previously sold iGate for $4bn, that get paid if company sells themselves. And then you had this tidbit on conference call

$EIGRQ

This $SDIG $BITF arb is juicy. 12.5% gross, should close in 6 months (20-25% annualized). Standard conditions, specific performance, no buyer vote. Termination fee of 30% unaffected mkt cap (15% EV). Why does it exist? Its tiny with perceived big downside (offset by term fee).

In my Q3 letter I discuss $CURB and a quick update to $UBAB merionroadcapital.com/_files/ugd/f6e…

Released my Q4 letter discussing top positions, including a new one this year in $BELFB merionroadcapital.com/_files/ugd/f6e…

For all the cement lovers out there, Titan America IPO is interesting. Obviously not a straight forward story but valuation seems cheap. sec.gov/Archives/edgar…

Thats based on YTD figures too. Enercon growing much faster than $BELFB so even more pronounced if looking at Q3 alone (or 2024/2025 for that matter)

While $GOOG ramps capex, with another big step up planned next year, pre-tax tangible ROIC has (*checks notes*) remained stable at ~48%.

$BUKS moving all sales to individual subs could be positioning for separation. Looks like this should also reduce costs by ~$1mm (vs $24mm EBITDA LTM).