Risk paradox: We must take risks today to reduce future risks.

Interesting documentary on lucrative but also shady $CPRT total loss vehicles supply chain is between export and sale in Germany youtu.be/5UAZ5bb0-Ho?si…

$IDT just closed out their presentation at the Sidoti Small Cap Conference. 2 new learnings for the presentation are: 1. We are very likely to see M&A before the end of calendar year 2025. 2. The recent traditional segment outperformance is not just temporary effect from the

You just know Buffett is hanging on for dear life. No way that dude is going to die before he can deploy his $300B into a market crash and prove that he's the goat one last time.

5. Quality at a Reasonable Price Overdosed on 10-year TIKR tables. Only buys when current multiple is below the 5 year average. Instead of thinking in bags, he thinks in conservative mid-teens IRR. Loves hunting in the MAGS (ex-TSLA/AAPL). Makes good money, but boring as fuck.

ABB turbo-charger business $ACLLY did very well after spin-off. Worth observing.

$EVO shareholders today

Lemme talk about something I like to call "The Share Buyback-induced Death Spiral." Inspiration comes a day after Medpace (NASDAQ:MEDP) gave us a masterclass in the wisdom of intelligent share repurchases (i.e. you buy when it's demonstrably cheap and when no one believes in

50x P/E, zero growth 👍 $RACE At least, they’re getting easy comps next year

$NEO.TO $700M small-cap with secular tailwind and free capacity coming online.

This is one of the most educational interviews you can listen to. A CEO that created a 1000 bagger return being interviewed by the investor that made the most from it. microcapclub.com/a-1500-bagger-…