Category :Specific Stock Ideas

Statement from David B. Burritt, U. S. Steel President and CEO, on Today’s Order by President Biden January 3, 2025 – President Biden’s action today

On Friday after the close, ISSC filed an 8-K giving the CEO of a $134mm market cap company a stock package that could have been

We own this with roughly a $12 cost basis. We have always liked smallcap aerospace and defense. They can have oddball, profitable niches in an

MPAA

It might simply be wrong to infer any “corporate conduct” hurdles from someone who was simply born to be the grandson of Warren Buffet’s sister,

This is subtly very interesting when attempting to understand just how screwed up our healthcare system is. Investment and policy relevant. Like the Middle East

Liberty Trip filed to both “delist” to the pink sheets and move incorporation from Delaware to Nevada.

Almost a year ago to date, financial markets had a mini freeze over some high profile examples of “liquidity issues” in the banking sector. Our

There are some events that prove you entirely wrong, regardless of how “off spreadsheet” they are. Was this one of them?

You can run your PA as you see fit. We would suggest this is your second largest position as is ours. This recent presentation does

There is a relatively new top 5 Position. What is the value of the privately held portfolio? We paid for zero. The future remains uncertain