Turning rocks and buying stocks. Portfolio Manager for small/mid-cap Frank Value Fund $FNKIX. Stubborn distance runner. Not investment advice.frankfunds.com Miami, FLJoined February 2009
$KVUE Kenvue, owner of the Tylenol brand, is up significantly in the pre-market. The stock is still down about 25% in the last year, but I'm still surprised at this bounce. Maybe investors' worst fears did not materialize like a Tylenol ban from the Trump administration?
$ORCL Video game numbers: “MultiCloud database revenue from Amazon, Google and Microsoft grew at the incredible rate of 1,529% in Q1,” said Oracle Chairman and CTO, Larry Ellison. “We expect MultiCloud revenue to grow substantially every quarter for several years as we deliver…
TTN Research Alert: AI powers Power Markets: The New CapEx Cycle - from $WULF–Fluidstack–$GOOGL to Microsoft–Constellation and AWS–Talen $AMZN $MSFT $CEG
- Artificial intelligence has moved from keynote flourish to load curve. Utilities and equipment makers now discuss…
Large caps (red) have been trading at a large forward P/E premium to mid caps (blue) and small caps (green) since COVID.
This is unusual. From 2000 to 2020 large caps traded at a discount to small and mid caps. Only in the late 1990s did large caps trade at a similar premium to…
139K Followers 14K FollowingNY Times Bestselling Author, pick up "When Markets Speak" on Amazon. Long-time @RealVision @CNBC Contributor, founder of the @BearTrapsReport
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16K Followers 947 FollowingI write a concise small/micro cap focused newsletter for (mostly) professional investors. Deep value, GARP, special situations. Join my list below:
327K Followers 1K FollowingEnergy and commodities columnist at Bloomberg. Co-author of the 'The World for Sale' https://t.co/GAcVleqiqp Any views expressed are my own. [email protected]
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2K Followers 1K FollowingChief Trolling Officer@EnergyX, Ex-Head of Shitposting@ERCOT_Trolls, Combatting Climate Cultism, Ex-Renewables Virtue Signaller, Think again before you follow.
4K Followers 110 FollowingLong-time buy-side pro musing about small-cap stocks, markets, and Wall St experience from the inside. Tweets are NOT financial advice. Do your own work.
117K Followers 848 FollowingI shall now therefore humbly propose my own thoughts, which I hope will not be liable to the least objection.
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26K Followers 2K FollowingPurveyor of fine tweets/xeets. Alluvial Capital Management, LLC since 2014. I buy weird, weird stuff. DMs open. Pittsburgh! https://t.co/2ryxQtceTv
373 Followers 75 FollowingP14 Capital uncovers undervalued opportunities in SMID-cap equities. Long-biased and generalist. Not investment advice. Free research below:
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1K Followers 35 FollowingCrossroads Capital is a value-oriented long/short equity fund manager focused on mispriced emerging compounders and special situations. Founder/PM @AboveAvgOdds
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50K Followers 187 FollowingFormer Chief Strategist / coHead of Global Research JPM, II Hall of Fame, BSC, BofA/ML, Physics PhD NYU. Gandalf, man who move(d) markets. Not Financial Advice
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3K Followers 489 Following«Everything that’s important in investing is counterintuitive, and everything that’s obvious is wrong.» Never sell. Not financial advice.
3K Followers 328 FollowingLooking for 'hidden gems' among small cap value stocks. Founder at Hidden Gems Investing. Founder & PM at Plural Investing. Posts are not investment advice.
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