TheNotSoShamelessCloner

1/2 Die Folge hat zwar dieses Mal Normallänge, aber kennt nur ein Thema: Ampco-Pittsburgh $AP. Hanno und Christian nutzen die jüngst vermeldeten Zahlen, um umfangreich auf das Thema Asbest, aber auch den möglicherweise... youtu.be/7mNIMEHLMqs

@TurboToni4 @Valuehunte You sold everything before this quarter xD worked well

@Valuehunte It played out really well in this quarter to sell before the results

Next time a stock I own goes up too much too fast, and all the optimism has been priced in, I'll take some chips off the table, even if I'm confident in the long-term prospects. Also, for the second time in a short period, if I'm disappointed with the results or don't feel strongly enough about the risks, I won't let the share price inform my decisions.

Re $WATT, the Walmart deployment may not even be the largest: "This is the largest public deployment of Ambient IoT [...] and the second largest overall after the other open secret project with a major online retailer (Amazon)." - ABI Research Public infra from Wiliot shows POCs w/ McDonald's, Whole Foods, Mondelez, and 7-Eleven, among others. McDonald's btw seems to already be running here: mcd.solutions.wiliot.com Source: view-source:association.nangana.wiliot.com/settings.html

@SebKrog i would have never believed to see a tweet of you with the ticker of $ALTO xD

Good info arb at $ACFN... standout earnings from $ALTO. Check out the whole earnings brief here 👇🏻

Thats new, $NURS.V buyback in place, up to 10% newswire.ca/news-releases/…

@Investmentideen You triggered it 😬

Imo. $SABR is a multi bagger from here if they let $CSU.TO restructure the business - at least 4x, in 36 months. In addition to my previous thoughts, there’s upside from refinancing the expensive debt. P/E is a much better metric here to use than EV/X. SABR won’t pay down the debt, but distribute the profits back to the mothership - CSU, as dividends. I bought a small position (3%).

$JOY and $ALTO finally making shareholders a bit happy. Congrats to anyone that invested 6 months ago !

$NURS newswire.ca/news-releases/…

@Zaungast01 True 🥲

@CloneShameless Gefühlt seit 2020.

i love this gif so much haha #JujutsuKaisen . Perfect summary of 2025/26 and 27(?) feelings regarding the state of the world 😬

My first deep dive, a 60+ page report on $NURS.V, is now live at byronstreetresearch[.]com. It took a few weeks, but the full story is finally out there. It covers everything, from methods to systematically identify business partners to a detailed list of licensees. At 20,000+ words, it's now in the top ten by word count in @joinyellowbrick's database (ironic, after spending years arguing against lengthy book reports). $HYDTF $VST.CN

1/4 In der heutigen Folge befindet sich erstmals ein Gast direkt bei Christian vor Ort. @FBuschek war bereits schon einmal im Podcast vertreten und hat uns dieses Mal eine Aktie aus einem Sektor mitgebracht, der bislang noch gar nicht... open.spotify.com/episode/2jcZHp…

Diesen Sonntag dürft ihr euch nach 4-wöchiger Pause wieder auf 2 1/2 Stunden Podcast freuen. Zudem gibt es erstmals einen Gast im Quasi-Studio, der uns einen Pitch aus einer Industrie mitgebracht hat, die wir bislang noch gar nicht thematisiert haben.

@SSI_invest "merger" I would argue more that this was "theft" from minority shareholders.

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

@FBuschek Yes ..

@CloneShameless Wow

absolute disaster!!

$CNK Cinemark Q4 and FY 2025 $DBO.TO $DBOXF ''Generated our highest annual D-BOX motion seat revenue with more than 40% growth year-over-year'' ''step-up in capital expenditures.. from '25 to 2026...how many opportunities there, expansion in XD, ScreenX, and D-BOX as well.''

@prinSNESs Desirable state :)

i dont care about the backlog anymore. i game what i want when i want

Leider müssen wir euch dieses Wochenende nochmal enttäuschen, aber leider konnten wir keinen gemeinsamen Termin für einen Pitch finden, da Christian immer noch tief in der Fastnachtssitzungsplanung steckt. Der Pitch ist jedoch nur aufgeschoben, nicht aufgehoben.

$nurs.v $vst.cn Hydreight's posted 2026 revenue and EBITDA margin guidance and Q1 revenue outlook "This guidance is intended to represent a baseline or “floor-case” scenario" 2026 floor case revenue guidance C$150 million Adjusted EBITDA margin of approximately 15–17%($22,5-25,5 million) Q1 revenue outlook C$25-28 million Market cap after fridays close: C$173 million This floor case guidance already more than supports the current valuation, hence I think the stock will bounce on this, but the fact that they describe it as a floor case is most important as it's derived solely from: "Existing partner relationships and currently active customer programs Observable transaction volumes and contracted demand Continued utilization of the Company’s existing pharmacy and platform infrastructure" "The guidance excludes any potential incremental contributions from acquisitions, new geographic market entries, or commercial arrangements that are not currently operational as of the date of this release." Based on their track record of growth and the activities they have outlined recently, I'm assuming many new commercial arrangements in 2026, etc, which are not included in the guidance. Based on many investor calculations based on orders, AOV, this might have been a disappointment, but considering how there was always a lack of clarity with revenue recognition, AOV, margins, etc. Those investor-calculated projections were never priced in anyway. I'm happy they got it done, and now there is more clarity. I think this recent fall marks a bottom in the stock price, and it's a guidance they should easily be able to beat.