ASB Partners

$SILC...reading the tea leaves has some value in small caps...first time Silicom is attending this conference...why in the middle of a war are they schlepping to CA to pitch to growth investors...Trades at .6x Rev and Q126 guidance is for 18% top line growth...

@robinhanson @grok what are non obvious beneficiaries of war?

"A war of average intensity is associated with an output drop of close to 10% in the war-site economy, while consumer prices rise by approximately 20%." aeaweb.org/articles?id=10…

Another strong read through from Pearson for $LRN...virtual schools rev. up 18% in 2H on 13% enrollment growth

$LRN positive development to move past this w/ an undisclosed settlement amount....Gallup schools votes to settle suit with virtual provider after state blames district for budget gap

Latest on Stride Inc. $LRN situation in NM which has created some volatility...TL;DR there was a bill proposed last week in NM that was less favorable for $LRN and the latest iteration approved yesterday is more favorable...we are talking about ~3-4k students/250k...it's worth it to point out again that even in the worse case, each of $LRN's schools is independent and there is very limited contagion risks across the different programs...IMO the most important takeaway is on the demand side...400 people came out to show their support...the more parents/students/teachers that enter the ecosystem, the less the political risks, etc.

$LRN Phew Strider the Fox is back starting Feb 12th... hopefully plenty of time to work through all these issues before enrollment begins for the 26/27 year

@TheBigLong2019 @e_pap4 They have liquidity constraints and can't be active in first and last 30 min. of the trading day ..that's what i've heard

@e_pap4 @ASB_Partners They must have gone heavy in the first five days, and then dramatically slowed the pace as the stock dropped. But why would you do that???

Highlights from the Stride Inc. $LRN call ...The big question is can $LRN get back to double digit revenue growth next year....Mgmt. sounds very confident...They are on track to do $8/share in EPS this year... 1/x

5/x In the meantime they are aggressively buying back their stock (this is only through 12/31) ,and it will be interesting to see from the 10Q if they bought more in January

4/x Before the platform issues, which are now resolved, $LRN traded at 20x which would take the stock >$160

$LRN...I'm really bullish on school from home but it was bothering me how could you deprive children the magic of a snow day... don't worry they got that too!

$LRN..I’m very humbled to share that I won SumZero's Top Stocks 2026 Investment Competition! A huge thank you to SumZero and the judges for the opportunity, and to AlphaSense for sponsoring the event. Please DM if you want the write-up or the Slide Deck. Important Reminder: This is not investment advice. Do your own work. This is a long-term thesis and could be volatile. $LRN #Sumzero #AlphaSense #Stride

@DeadLiftCapital @Apple I've been very impressed with notion's AI note taker...kinda a game changer

Did an expert call on my iphone, asked the expert if I can record and he said fine no problem. I recorded using the iphone record feature and now it's basically impossible to extract the audio file. Complete garbage user experience. Thanks @Apple

Some good news on the third anniversary of launching my Fund ...I was chosen as one of the Final 3 Contestants in SumZero's Top Stocks 2026 Competition... The Final Round will be held over Zoom this Thursday, January 15th, at 11am ET, and it's open to the public...Registration link is below in the comments

This could finally be the year for $NNDM and $SSYS stratasys.com/en/resources/b…

If Gemini has the translation correct, it appears that $ELAL has avoided paying damages in a class action lawsuit $אל על - פס"ד שעניינו הסתלקות מבקשת אישור תובענה כייצוגית, פרטים maya.tase.co.il/he/reports/171…