@Art444Star There is a word in Korean, 연패 which can mean ‘a winning streak’ or ‘a losing streak’. The most uselwaa word in the Korean language
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Scav Enger
962 posts
Scav Enger
@Scav_Enger
I write on Savenger’s Neglected Stocks substack. Day job pays the bill; this is for the thrill. Not financial advice.
Houston, Texas Katılım Şubat 2021
490 Takip Edilen239 Takipçiler
That is enough internet for today. I am shutting it. Good bye
THAT SOUTHERN DUDE@TSDmemes
“vapes are a psyop to condition us to enjoy sucking robot dick”
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@Jebaim3 Wrote about it here, if interested. My Thacker Pass assumption is too frothy on the write-up, but the Mitigation banking seg becoming profitable likely makes up for the over-assumption.
neglectedstocks.substack.com/p/the-most-mis…
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Dismissed as a coal miner. However, it operates mines (coal, lithium, limestone, etc.) under a capital-light, cost-plus fee-based model. An exclusive miner for Thacker Pass; has been investing heavily in contract mining. Also, has been shifting $94 mm to acquire O&G royalties since 2020. Should benefit from the current environment. Mitigation banking seg also about to turn profitable. Expect a near-term cash flow inflection from the investments. FY25 EBITDA ~$48mm on EV $420mm. Target EBTIDA $150mm by FY32.
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$NC is likely a beneficiery of the current environment. Has a large amount of O&G royalties in Permian, Gulf, Appalachian. Higher disel price also increase MLMC earnings (tho, the maintence outage in Feb dampens it).
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Oil up 12%. My energy names up. Other names down. Net P&L: exactly where I started. I am a perfectly constructed hedge fund with no edge
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Oh no, not the dino nuggies
Polymarket@Polymarket
BREAKING: Health officials warn that dinosaur chicken nuggets sold at Walmart may contain high levels of lead.
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Not on my bingo card: someone taking baclofen instead of drinking a beer
Kai@kai_xbt
Clavicular reveals his current daily drug protocol "Adderall 30mg a day dosed 10, 10 and 10. Last dose is variable depending on whether I'm streaming or want to go to bed early. Selegiline which is an MAO-B inhibitor, basically blocks your body from breaking down dopamine, that's a transdermal patch. Pregabalin to block excitatory neurotransmitters so I'm less anxious and can handle crowded spaces. And Baclofen which is a GABA-B agonist similar to the receptor alcohol hits since I'm quitting drinking."
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Fund managers today, right before writing their Q1 report card
(and myself internally)
GIF
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@taobanker In Korea, gov makes you buy special district-specific trash bags for different kinds of trash (general waste, food waste, recycle etc). It is absolutely crazy. On top of asking you to sort them, they fine you if you just use regular plastic trash bags like we use in the US
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Scav Enger retweetledi
$NC Ouch, someone didn’t put a limit order this morning…. Pushed it up +11% and now back down to $52
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@TylerHardt @Barchart Exactly. A few of my friends worked for UNH as physicians and some of the stories of what UNH “suggested” them do are just wild. I wouldn’t touch this thing. The headline risk still remains and likely will get worse
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@Barchart People still have no clue what the actual earnings power of this business is if $UNH actually halts all of their Medicare fraud tactics and end their PBM rebate scam.
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Overheard a coworker a month ago: ‘I BNPL my rent, invest it for 2 weeks, and flip 10-20% before the due date”
I asked myself “are we at peak yet?” I guess we were 📉 Impeccable timing
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@Ron284Ron Hit by a cannonball… and the pool wasn’t even full yet
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$SKTP Annual report. Nothing great operationally. Wish they provided a 6-month report as they had some issues. Did pay 2 $7 divvies on the preferred one regular and one in arrears. Have not been long in a while. otcmarkets.com/file/company/f…
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It’s nice to just look over an annual report, see no fraud, and just vote yes on everything lol… $MCEM
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