3:10 Value

Friends, my recent article on produced water players $wbi and $ses.to is in the link below. Also covers, $lb, $wcn, and $gfl.

@CatholicArena The pro move is to kiss the anointed palms of a newly ordained priest and get a plenary indulgence.

Cardinal Burke kneeling for a blessing from a newly ordained priest.

@macrosat has a good video on Substack discussing $wbi. He runs through ai infrastructure comps and a multiple re-rate thesis.

Podcast #405 is up! @Adam_Wyden on buying someone else's pain at $DRVN and $STGW yetanothervalueblog.com/p/adam-wyden-b…

@shmilylt @AndrewRangeley @Adam_Wyden He was buying stock back there, so yes.

@310Value @AndrewRangeley @Adam_Wyden There is a price coming out today for 50, I think this price ia too low to sell.

Excited to have @Adam_Wyden on the podcast today. We'll be talking $STGW and maybe a little $DRVN. Any questions for Adam?

@LeoNelissen All that steel will benefit $src.l

More good news for Rheinmetall

Simple idea: Because most acquisitions destroy value, the market often underestimates companies that do them well.

In the upcoming week, I have an article on these option income ETFs, including a full breakdown of the biggest ones, what to look for, and everything else you need to know.

@compoundpapi @Omri_Legacy The Jimmy Buffett strategy.

$GFL.TO For all my knocks of the yaught, Miami Beach office, aspen decorating wife CEO, Pat was following the city of Toronto trucks with a notepad. I doubt a full buyout happens, but I know he’s rolling equity either way.

@punt_rd Eddie!

Best fake band from a movie or TV show!? Randy Watson & Sexual Chocolate have to be top 3, surely!?

Hyperscaler shorts are about to get fuccccckkkkked Apparently the ability to build a HPC DC at all (especially in sparsely populated areas in Texas à la $GLXY) is valuable

Saw a girl with this shirt last night.

@EddyElfenbein You forgot to begin with - some people say.

"King George is a total loser and nobody likes him. He's completely crazy and a failure. Crazy George. That's his name now. Crazy George." - Thomas Jefferson, first draft

@Uzbeko_07 @HughyJass58 @AndrewRangeley @Adam_Wyden Most the consideration for Secure is stock…..so, quite a lot.

@310Value @HughyJass58 @AndrewRangeley @Adam_Wyden How much does It impact on $SES.TO ?!

@HughyJass58 @AndrewRangeley @Adam_Wyden Apparently Bloomberg via Reuters.

@310Value @AndrewRangeley @Adam_Wyden Is this rumored anywhere?

Yes. So the buyout rumors are moving $gfl,

$ses.to has big move today. Odd given the pending acquisition of it by $gfl.

2 $OWL summer interns determined to get offer

@tomas_salvo22 Hahaha

Since February, I've designed and built the world's fastest RC airplane in my college dorm, and that’s not clickbait. Reaper has a 5kg carbon-fiber frame, 250N turbojet, and flies at 500mph. New to X and will be going through the whole build here in the coming days. #aerospace