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Portfolio update 3/1/26
$NC - 25%
$ODC - 20%
$IESC - 15%
$HKHC - 10%
$CXDO - 10%
$TRNS - 5%
$LFCR - 5%
$FRMO - 5%
$RCG - 1%
$ORRCF ~ 1%
$ACNT ~ 1%
$BRK.B ~1%
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Bryan Green
63.7K posts
Bryan Green
@BryanGreenbaum
Ex- college wrestler, ISSA certified personal trainer, BJJ purple belt, Co-Founder of @fetchsocial_ and weekend economics lovers.
Tampa, fl Katılım Nisan 2018
3.2K Takip Edilen2.4K Takipçiler
@BryanGreenbaum @taobanker Theoretically most med devices use ai, but they aren't ai plays. So no rally sad
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@alex__pitti @taobanker $IESC is my only AI/data center play.
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@BryanGreenbaum @taobanker sandisk and micron are the true moat companies. nvda has got nothin on them
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@BenFranksAltEgo 🤘, if I could not be in zone 5 the whole time I run it’d be amazing 😂.
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A couple of minutes slower today, I'll blame it on the knees being 3 years older 😂.
Bryan Green@BryanGreenbaum
I did my first Murph today and finished in 30 minutes, not too shabby. (No vest)
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A tale of two customers types today:
One came in overwhelmed after a big box retailer quoted them $8k-$12k
They had just bought a house and were panicking thinking that was “normal”
I got them into higher quality products for $4.6k and they were ecstatic, immediate relief over their faces
A few hours later another customer asked if she could go home and think about a $247 queen mattress
Retail is fascinating sometimes
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I thought people were joking about @oasishealthapp. Decided to compare two different types of drinks.
This is some heinous shit @cormachayden_ .
Also the lack of a cancel subscription button on Desktop, and the fact I cannot cancel via the App (it forces me to contact you or thinks I have a mobile subscription). Come on man, this is like shit that can get you banned from Stripe.
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No one put a gun to Fernando Tatis Jr.'s head. He voluntarily chose to take $2 million and understood the risk of having to pay back a lot more. It wasn't a loan. If he didn't make it to MLB, then he owed nothing. Easy to blame people in his circle, but it was his choice.
Mike Rodriguez@mikedeportes
Fernando Tatis Jr. pierde demanda contra la empresa Big League Advance. Cuando era prospecto, Tatis recibió un préstamo de $2 millones a cambio del 10% de sus ganancias futuras en MLB y ahora le toca pagar. Con su contrato actual de $340 millones, deberá desembolsar alrededor de $34 millones, más de $240 mil en honorarios legales y también el 10% de los $3.4 millones obtenidos en arbitraje. #FernandoTatisJr
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Tatis Jr. took a $2M loan that came in exchange for 10% of his lifetime MLB earnings.
So far, he will have paid out $35 million.
Mike Rodriguez@mikedeportes
Fernando Tatis Jr. pierde demanda contra la empresa Big League Advance. Cuando era prospecto, Tatis recibió un préstamo de $2 millones a cambio del 10% de sus ganancias futuras en MLB y ahora le toca pagar. Con su contrato actual de $340 millones, deberá desembolsar alrededor de $34 millones, más de $240 mil en honorarios legales y también el 10% de los $3.4 millones obtenidos en arbitraje. #FernandoTatisJr
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Hard to think of a bigger turnoff on a stock than it being owned by ADW
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What's a "cheat code" you have discovered that actually works?
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Rep. Debbie Wasserman Schultz is now running in Florida’s 20th Congressional District, a majority-Black district she does not live in.
After Gov. Ron DeSantis’ redistricting map, Wasserman-Schultz announced she would run in FL-20 where Progressive @iElijahManley is currently running.
The move is already facing backlash from Black Democrats, who say FL-20 has long been an anchor of Black political representation. The district has been represented by Black members of Congress for decades, including Alcee Hastings and Sheila Cherfilus-McCormick.
Should Debbie retire and leave us alone?
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Bryan Green retweetledi
If +$60m insider purchases don't make you buy the market leader in building materials in North America (+35% market share) trading at <19 P/FCF, I don't know what will.
Insider Monkey@insidermonkey
$1.4M Insider Buy: $AMRZ Chairman and CEO Jan Jenisch bought 28,417 shares on May 15 for $1.4M at an average of $49.53 (purchase made in CHF at 39.05). Direct post-buy stake: 1,724,999 shares. Plus 512,000 indirect via spouse. Total beneficial: ~2.24M shares (~$111M). Jenisch is one of the most credentialed building materials operators in the world. He was CEO of Sika 2012-2017, where he led the company into the Swiss Market Index. He then served as CEO of Holcim 2017-2024 and Chairman 2023-2025, transforming it into an industry-leading-margin business. He led the Amrize spin-off from Holcim in June 2025 and remains Chairman and CEO. 12+ year track record running SMI-listed building materials companies. Amrize is the former North American operations of Holcim, spun off in June 2025. The company is the #1 cement producer in North America with 19,000 employees and ~$12B+ in expected 2026 revenue. Two segments: Building Materials (cement, aggregates, ready-mix concrete, asphalt - ~70% of revenue) and Building Envelope (roofing and exterior systems - ~30%). End-market mix: 51% commercial, 28% infrastructure, 21% residential. Dual-listed on NYSE and SIX Swiss Exchange. Q1 2026 (April 29) showed the bifurcated story: Building Materials revenue +12.9% with adj EBITDA +41.7% and margin +230bps - driven by accelerating commercial demand from data centers and energy projects, double-digit cement and aggregates volume growth, and the PB Materials acquisition (West Texas aggregates leader, closed February 18). The Building Envelope (roofing) segment was the drag - revenue -9.8%, adj EBITDA -37.1% on soft roofing demand. Stock dropped 5% on the print. Management reaffirmed 2026 guidance (revenue +4-6%, adj EBITDA +8-11%), announced a $1B buyback to begin post-Q1, declared a first quarterly dividend of $0.11 plus a special $0.44 dividend, and pointed to roofing volume recovery in H2 2026 as commercial projects that started in 2025 convert to envelope work. ~50% of IIJA infrastructure funding still to be deployed, commercial construction accelerating into data center and energy buildout, conservative 1.7x net leverage. Jenisch is buying 2 weeks after the post-Q1 dip with his entire 12-year operating record at building materials companies behind him.
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Omg I love that this German football league attoney is working on Saturday night trolling twitter haha - the German’s are nuts
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