CJ3

@returnoncap I agree with you on the brokers. BRO trading at 11-12x EV/EBITDA is worth a look. Makes their recent acquisition of Risk look cheaper ($110 at purchase/issuance). MKL interesting too. Cheap, activist shaking things up, and Simon Wilson taking over ins. ops.

Feeling overstimulated by the amount of opportunities that need assessing. I’m seeing very interesting things in: Software where the software isn’t the moat Insurance brokers Consumer staples Financial services

@JBierne @JerryCap another single stock account?

Now have 20% of net worth in $META Cheap at 18 PE on 2027 Superintellingence!

Net cash provided by operating activities for the first quarter of 2026 was $32.23 billion, representing a 34% increase $META buying opportunity at 21 PE now

@jbulltard1 Thanks for selling

$AMZN lol

@SayNoToTrading Best of the worst: $HTLD

$ODFL $SAIA $TFII $FDX In November, who is widely regarded as the foremost expert on freight, said it looked like a deep recession was imminent. Now, he's never been more bullish on freight! Saying demand rivals the surge we saw during Covid. This is not a dig at Craig Fuller @FreightAlley but rather the opposite... if one of the smartest guys in the field, with the most real-time proprietary freight data, can't predict the economy a few months out, what makes you think you can? You can't! Even when you get it right on occasion, don't confuse that with luck. You will NOT predict the economy accurately, consistently. No one will. Craig changed his mind when the data changed and you should always be open to doing the same, too. I am only in LTL stocks as you can see and one of the insights I found fascinating from this podcast Craig did with Thoughtful Money was that for about the first time ever, it's looking like full-truckload is becoming less of the cutthroat commodity it has historically been. youtu.be/Hbyj1M_XIW0 From taking foreign non-English speaking drivers off the road, to cracking down on unscrupulous operators (e.g. see recent 60 Minutes piece on Serbian-run Super Ego), it's not just LTL which apparently has a bright outlook. I told you when I was buying $ODFL and $SAIA last year not near, but at, the 52-week and multi-year lows down to penny. However, those posts were crickets because they're not flashy X shitcos. When it comes to full-truckload, which stocks would you say are the best of the worst?

Does Doma have any activist plans for its $HIFS position? Looks like they ramped it up significantly over the past several months.

@andrewcoye @taobanker 🤣🤣🤣

@taobanker Here's a comparison to UNP with a few charts and details rather than an eye exam: intrinsicvaluepershare.com/berkshire-bnsf…

how many berkshire hathaway fanboys have bothered to point out that BNSF is the most ass railroad company in the history of public markets $BRK

Hoping that the $JBHT earnings report is a foreshadowing for $HTLD

@leevalueroach Have you taken a look at CTXXF? impressive performance in 2025

Finding so many good ideas in illiquid microcap land. Companies trading at 1.0x cash flow that no one knows about. Other companies that converted their gold holdings into significant cash balances and are now trading under 2.0x EBITDA. Just crazy. Very hard to buy is you are managing a ton of money but if you are poor enough you can compound like crazy in this stuff.

@SFarringtonBKC @valuedontlie @Mike10947310 maybe this year...

@valuedontlie @Mike10947310 Yes, welcome aboard Heartland Express, next stop, profits!

In investing I feel like you are better off swinging for doubles than trying to hit a grand slam (those are too hard to predict). So, what's your favorite name that will double this year?

@ValleyFallsRI I like the unique companies you talk about. Refreshing. Thanks for your thoughts.

@cjzebra132 Management. Brand. Runway. Price.

Wasn’t on my 2026 bingo card to own an egg company but here I am.

@FreightAlley What are contract rates doing

Outbound tender rejection rates surge. New cycle high of 14.58%

@thebankzhar Ever make good on your bet to @ValleyFallsRI? Believe HIFS crossed $300 some time ago 😂😂

"We have a Fortress like balance sheet" $hifs ranks at or near the bottom in almost every balance sheet statistic. 160% loans to deposit ratio, literally no reserves 65% uninsured deposits ⬆️30% fhlb borrowings with 95% of assets pledged. The fortress

@BillBrewsterTBB Not an AI related thesis, but still...

@cjzebra132 Let’s go!!!!

Yall didnt have trucking on the AI winner list did you?

@ValleyFallsRI Any validity here? I just saw the headline.

D.C. property book Wolfpack short report thinks is underwater at $HIFS

A good artice by @FreightWaves Todd Maiden outlining the current state of the TL market. Disc: Long $HTLD freightwaves.com/news/2026-the-…

@Larryjamieson_ Tell me about it. CPRT another one (maybe).

@cjzebra132 they don't all work!

Think hemnet is done lol. First leading portal to get its head blown smoov off in like 20 years

@LogTechEric Don't think he knows either 🤔

@thefreightnerd @cjzebra132

I’m legally bullish

From Gorsuch concurrence.