The cheapest stock I own today. Tiny, growing, dirt cheap - exactly the kind of company early Buffett would’ve had in his portfolio.

$brid time?

My quick pitch on Integrated BioPharma $INBP is now available for all to read: net cash, under NCAV, growing, and <2× EBITDA. Find it in the usual spot

Just wanted to add some extra color on the $CNRD earnings release. The small selloff post-print looks mainly tied to the “softer” backlog and contract-win numbers, but I think those numbers are quite misleading without proper context. The total backlog number has declined YOY

Press Release: Lumine Group to acquire Synchronoss Technologies, Inc. (Nasdaq: SNCR) Today’s news follows Lumine’s 2023 carve-out acquisition of the Synchronoss Messaging and NetworkX businesses, and will complete Synchronoss’ multi-year transformation to streamline its

YTD: +59.61% Wrapping up 2025 on a high note. Portfolio as of year-end below, I’ll be publishing a few writeups in the coming days laying out the thesis behind each position, plus a few general reflections. Happy holidays, and cheers to 2026 🥂 $CNRD $CCLDO $INBP $BRID $SNAP

2025 Performance: +59.6% Just posted the first half of my current portfolio + a few key reflections I’m taking into 2026. Link in bio.

Stocks in my portfolio with >5% short interest and my take on why the market is short: • $FOUR (19.6%) – lots of competition + poor organic growth, "shady" transactions according to Burry, extremely macro sensitive • $HROW (15.1%) – optimistic management guidance, execution

Continue to add to $PDEX - already cheap based on core biz and Zimmer going all-in on robotics including Monogram TKA finance.yahoo.com/news/jpm26-zim… "Zimmer Biomet expects to increase specialised sales reps by 3.5 times from 2024 through 2027 to win the share of the robotics business."

I’ve made a lot of wrong decisions in my investing life. But the best thing I ever did - and what’s kept investing fun - was maintaining an open mind throughout the journey. Trash. Quality. Deep value. Value traps. Momentum. Contrarian. Net-nets. High P/E. Low P/E.

Looks like $RELL catching a bid off their biggest customer in their semi wafer business $LRCX getting a couple analyst upgrades ahead of earnings tomorrow. Still feels like one of the cheapest ways to get semi exposure left in the market.

The more I read about $RELL, the more seriously I take the potential for a re-rate. For folks looking for stuff to do DD on, I highly recommend that one. Like $ASTI two months ago, there is absolutely no commentary on it and the company does a poor job of representing themselves

We have reached the begging part of the cycle