Donald Crowhurst

@SimeonResearch_ @OddDiligence This isn't $ORCL or $CSCO - you are focused on the wrong element of this story.

@Crowhurst68 @OddDiligence The numbers where very disappointing 😕

$CVV announced a DA to sell their non-AI related biz today for $16.9M and keeps their biz that makes equipment for Silicon Carbide manufacturing Should be an AI picks and shovels moonshot here - high risk, high reward. $CVV EV now is around $8m now after the sale based on $4.50 stock price

@ragnarisapirate Blackstone recently paid ~22x EBITDA for a salon chain/franchisor in South Korea. At 12x after interest after tax FCF post a modest refi, $RGS is worth $70+/share.

I never would have thought $RGS would have 9%+ SSS growth…. But here we are! Refinance and extra cash flow? Here we come!

@ClarkSquareCap $qvcpq might double in two weeks. Bankruptcy/litigation play.

@SCMRE111 Big $KINS insider buy - probably the largest we have ever seen since following the stock. kingstonecompanies.com/node/14761/html @pvtcreditguy @blondesnmoney @HighyieldHarry @joinyellowbrick @CedarStResearch @iancassel

Add $KINS trading around 5-6x , fantastic mgmt. 40m in cash, 0 debt and will do 2.50- 3.00 in eps in 2026.

@trendforce $SHMD has successfully delivered the first specialized InfinityLine H+ system designed for Panel-Level Packaging (PLP) applications with formats of up to 700×700mm to a leading U.S. technology company.

@CapitalFang @ValueOptimist A nice problem to have: the company can repurchase its own shares at a high double-digit free cash flow yield.

@Crowhurst68 @ValueOptimist Decent pile of cash now too. Wonder what they do with it after the refi............

Great report by $RGS today. 9.6% SSSG at company owned stores and 5% SSSG at Supercuts. One thing to note when reading the headlines and noting the decline in franchise revenue: “Non-margin franchise rental income was the primary driver of the decline (in franchise revenue) due to franchisees signing their own leases and fewer franchise salons in the current year partially as a result of the Alline acquisition.”

$QVCGP $QVCPQ Preferred's arguments in the QVC bankruptcy, as presented by Glenn Agre/Cleary. In my opinion, the arguments still could be made stronger, but it's a start. restructuring.ra.kroll.com/QVC/Home-Downl…

@BeenThereCap @ClarkSquareCap It's more than that ... check the docket. Sona Asset Management filed an intent to Accumulate up to 1m Pref Shares $QVCGP $QVCPQ @yummyCenturyEgg @NorthFlyInvest @Shiningboy

All 3 could double again, and I'm holding indefinitely, but I wouldn't recommend starting work on them now; the risk/reward has obviously changed a lot. Plus I have knowledge spikes in data centers ($INV), rare disease drug approval ($QURE) and bankruptcies ($QVCPQ) 4/4

I don't post my new stocks that are more speculative & I know less well. Buying them early requires my peculiar knowledge spikes & loss tolerance. Even I start with much smaller positions. Sometimes they play out too fast to share. Today I have 3 that are all up 100%+... 1/4

$KINS continues to build intrinsic value each and every quarter. The market saw a bad quarter because of CAT losses and stopped reading. But the CAT impact was already embedded in guidance. Management literally reiterated FY26 guidance despite one of the coldest/snowiest Northeast winters in 11 years. The real story is underneath the noise: 20% DPW growth. 28% earned premium growth. Underlying combined ratio improved 510bps YoY to 88.3%. Expense ratio down to ~30%. Select product now 60% of PIF with materially better loss performance. Reinsurance structure designed so CATs are an earnings event, not a capital event. This is what a compounding specialty insurer looks like before the market fully believes it. At $15–16/share, the market is acting like this company permanently earns depressed returns when management is guiding to: 24–30% ROE plus $2.20–2.90 EPS power in 2026. Meanwhile the core franchise is quietly printing money. You also have expanding geographic footprint, improving underwriting quality, massive operating leverage, and a balance sheet/reinsurance structure that looks increasingly institutional. @CedarStResearch @HighyieldHarry @joinyellowbrick @iancassel

Take a look at the new $KINS Form 8K which details the CEO's employment contract extension. The contract is quietly deal-aware with clean change-of-control terms, and equity protection on ungranted awards. When boards tighten standard protections without overpaying, it often signals optionality.. $KINS is in play if the right bid shows up. kingstonecompanies.com/node/14696/html @SCMRE111

P&C names keep showing up in my screens because the repricing cycle is lasting longer than the market priced in. $HCI and $KINS are very different risk profiles, but the same core question applies to both: can they reprice risk faster than losses reprice the stock?

@yummyCenturyEgg @commonsense6174 @kingdomcapadv @stoked_on_waves $QVCPQ $QVCGP (old ticker) may look messy from the outside, but nothing’s been decided yet. When you’ve got real capital and aligned interests at the table, these things tend to get worked out - the preferred could come away with a respectable recovery. Volatile ride for sure.

$QVCPQ think about it - real asset value and a rushed, conflicted prepack that wiped out prefs with no seat at the table. Hidden upside in HoldCo (NOLs, tariff claims?) + potential D&O recovery ignored in the plan. Binary near-term catalyst — if process breaks, asymmetric upside; if not, well-funded holders maybe press this to a fight..

$QVCGA $QVCGP well well well...what does this mean?

Interesting move on $CVV, now trading back below its est. $7.50+ liquidation value. • ~$23 million pro forma cash after the SDC division sale. • Real estate valued at $30+ million value. The 355 Building was listed for $28.5 million in 2022 and the company has retained its Saugerties facility. • A new data center theme first appeared in Q2 2025, with mgmt adding three slides just last month expanding on the data center opp. • Validated tech from a just announced collaboration with Stony Brook University. • Potential linkage to an SiC wafer manufacturer that recently received $2 billion from $NVDA, adapting its epitaxy tech for data center use cases. Disc: Long.

@RADHardTech @beach_trades It's interesting but the setup is not as good as $CVV

@Crowhurst68 @beach_trades You may be interested to take a look at $NNDM and their Essemtec division. Mostly the dispensers. Interesting potential, strong balance sheet.

$CVV 8+ 100% in 2 weeks...still "they" dont know

$CVV confirmation of my thesis. Popularity of their machines is growing because of MOCVD demand.

$MLEC Moolec Science Confirms Completion of First Phase of GLASO Industrialization Following Record 2025 Campaign; Advances 2026 Sowing and Expands Into Energy Applications stocktitan.net/news/MLEC/mool…

$RGS is not complicated - its a very cheap franchise with years of decay that is finally stabilizing. Their cash flow is inflecting, leverage down, bankruptcy risk gone, but still priced like it isn’t. Refi window opens June ’26; if the interest burden resets even modestly, equity math changes quick. Sometimes the catalyst is survival turning into optionality. @InvestSpecial @kingdomcapadv

@ragnarisapirate I did a channel check on $RGS, never wrote it up. Store manager told me that after Covid a lot of seniors couldn't afford their hair cuts anymore, but things improved about 8 months ago.

I am writing up $RGS. Anyone have suggestions for things to cover? Input? Etc.

$QVCGP $QVCPQ Cleary has filed its motion seeking the appointment of an official equity committee. If the judge approves the order, the QVC preferred could plausibly double from here. The potential upside recovery is roughly 30 cents, compared with a current trading level of about 3.5 cents. Here's the Cleary motion: restructuring.ra.kroll.com/QVC/Home-Downl…