Bryan Green

Portfolio update 7/1/26 $ODC - 25% $NC - 20% $IESC - 20% $HKHC - 10% $CXDO - 10% $TRNS - 5% $FRMO - 5% $RCG - 1% $ORRCF ~ 1% $ACNT ~ 1% $BRK.B ~1%

@50percentpawg @AlexNoonan6 Both terrible husbands lol.

@AlexNoonan6 I’m obsessed with these niche insular jokes. Everyone seems to know about them. Who r these people? Where can I learn more? I know Tom is friends with Bert Kreischer, but what’s the tea? Are they both bad husbands?

Did she mess up the crudites order from whole foods? Or was it forgetting the one pound of boars head cold cuts

@SebKrog @HiddenGemsInves Seems like if it liquidated there is about $8.50 trading for $6ish @eriksen_tim is going activist.

@BryanGreenbaum @HiddenGemsInves What’s the pitch? Liquidation? Is there much upside?

What's the best small cap you've found this year that still has zero analyst coverage?

@wonderingbread1 How's that lighter?

Hello, if you are trying to buy shares in $VPRB today, my DMs are open

@FrankieFF_ @GayBearRes Probably just has multiple people with the same name in his contacts.

I recently met with an extended family member of my in-laws and he had his wife’s contact in his phone saved as: [First Name] My Wife Do people do this? Is there a need to remind yourself who is actually your spouse?

@taobanker I find Googins to be a bad influence. Any athlete who trains with him gets worse btw

do you really want to ignore your mind telling you that you are done at the cost of peeing blood?

@taobanker I think Peter has switched to clav as his new psyop.

do you guys think it's JD Vance that is uncoachable or is it charisma itself that can't be coached

@ksmetrics Smart it seems like it's the right time for that Strat

@BryanGreenbaum Yes to a degree. Part of an investment fund I own/manage is trying to invest in geographical scarce assets, which is is similar to what Dave is doing with part of his Tactile Fund.

Well that's nice to know...

@ksmetrics Love the tactile funds holdings all so interesting.

@ksmetrics Using AI to find tactile investments?

Seems bullish $MIAX

Somehow I missed this An Italian dairy just raised EUR10mm by securitizing wheels of aging cheese through an SPV Private credit is reportedly circling the structure next ABF keeps finding new assets... this one ages in a warehouse and occasionally gets eaten lol

@The_BAE_Tampa That line is going to be rough

Important USF on campus stadium related news: Post game meals have been pre-determined for all fans

@SmallCapVal @HiddenGemsInves @alluvialcapital @HarrisOakmark Alluvial is also 👍👍

@HiddenGemsInves @alluvialcapital @HarrisOakmark (Nygren)

What are the best investor letters you have read?

@HiddenGemsInves For idea generation probably @Dan_Roller

@SeanSilcoff Interesting, doesn't seem like a smart move but if anyone can do it well it'd be them.

@BryanGreenbaum Context: theglobeandmail.com/business/artic…

I thought $CSU bought quality mission-critical software, not busted unicorns in one of the most competitive sectors?

The decline of tech media

@RyeNotBerben It's beautiful, I think it has a hotel attached, right?

@mattressguy_ @jeremytbare Yeah, that never made sense.

Sleep trials are unsustainable especially for companies just doing flat out returns w money back. They will change policies to exchanges only at some point or they will all continue to not be profitable and go out of business Store fronts allow them to change the marketing messaging to “try before you buy” Save this and come back in 5-7 yrs when it happens

Do people understand why these online brands are opening brick & mortar stores?