Valuefiend

$plby went from +20% ah after earnings to open flat to +10% and is now -4%. quite the rollercoaster

@taobanker Preach. 2 bananas and 2 kiwis a day for me

1 banana a day will subtly improve your life. 2 bananas a day will have undeniable benefits. Banana is literally the perfect food in 2026. One day scientists will catch up to me on this one.

recycled back into the loan book (and/or buybacks). It will be a nice incremental bump. Also the chairman's candor is really nice to see. Their small acquisition has not worked out as planned and he just came out and spoke about it. I am long here and will continue to be

Plus mix seems to be improving ( more workforce housing than consumer) average rev per building up 8k while tariffs are only adding ~$1.2k per unit. I dont think this will ad nauseum, eventually infra and DC projects will plateau and pull back but with much of these revs

$LEGH had an ugly year but just read the transcript on the call and the chair seems very optimistic. 70 years old and still hustling. Focusing on buy backs ( at or below book) and growing the loan book.

Come on lmao

@friedoystercult @kingdomcapadv One of my only self imposed "never own" regardless of how cheap or any other reasons. Truly nasty shit

@kingdomcapadv Wait till you hear about private prisons

Fintwit is wild because people will start cheering on a global conflict solely because they own a few shares of some Tier 3 Permian operator who might benefit from a spike in oil prices

And its gone, essentially flat on the day

I wasn't able to listen in on the call but this price action after the $UNFI report doesn't feel justified. Pretty much shooting right down the middle of their goals. Was something dropped during the call?

@siyul @FishtownCap $33 would be a nice place to add some shares. Mr. Market would be giving a gift

@FishtownCap Now you said it, wait till $33.

$UNFI, stock is down today bigly, but I flag it as the 3rd chance to buy $UNFI at an attractive price ($36/share, 📉8% after ER today) I will make the thesis simple: Tarditi, the CFO joined in 3Q24, earned my trust by delivering everything he promised and more. ✔️Cut unprofitable conventional sales ✔️improved ebitda% to 2.25% (from 1.94% 3Q ago) ✔️cut net debt $0.2Bn, lev ratio 2.7x (v.s. 3.7x 1Y ago) ✔️Started buyback this Q (at $33/share) At $36/share, 2.2Bn mkt cap, 1.7Bn net debt, ~$700Mn Y26 ebitda, under 6x ev/ebitda: >with a competent CFO >aggressively delevering >and promising biz uptrend Mark my post. will revisit in a few months.

Why is $DEC priced so conservatively. We have a constructive (understatement) enviroment for oil prices, they have grown production pretty heavily and seemlingly improved every per share economic metric. Have just taken a cursory glance but it is so cheap (40% trailing FCF yield)

@Sleepysolcap I thought it was fake when I saw the flier but I would be on a stretcher if I were them

@SSI_invest The big thing is that it was 2.18 per share when they announced

New Merger Announcement - $UHG, a regional homebuilder, being takeunder by a PE - $1.18/share in cash vs stock at $1.15/shr - Shareholder approval effectively secured via written consent (~70% of voting power) - No regulatory risk - Expected to close smoothly in Q2 2026

@West4thCapital @J_TraderCrypto @taobanker I think that is the underlying trend, but it also trading at ~1x book, with a large chattel mortgage book (highly current, 9+% rates) , and some other odd assets like land and trailer parks. The cofounders stepped back in as they didn't like how it is being run

@J_TraderCrypto @taobanker That isn’t new though and affordability is now improving vs the last couple years trend?

i just bought 3% position in $legh and honestly i expect to make a lot of money with little risk

@Fitness2Finance @ConsensusGurus Oh I didn’t even see that. This was my first time even looking at the company. Woof, minority shareholders eating it

@valuefiend @ConsensusGurus I thought the entire BOD resigned a few months ago

Another homebuilder deal, and this one is UGLY: $UHG to join Stanley Martin for $1.18/sh cash... stock closed Friday at $2.38/sh

All that matters is the hardware

$four seems like it can’t have more than 2-3 days before 3+% drop. Anyone who watches this thing everyday must need therapy