SG

Will $AGH be the next $SWMR? Merging with Trumpkids-backed drone defense company Powerus (just watching no position in either)

@NStepmum they said they will redeem about 100m of the convertible bond in April, extend about 50m. After that a buyback wouldn't surprise me.

Still have to read the $TIGR transcropt (vacation) but it has almost 800m usd cash pile Disappointed that no repurchase plan was announced Should be accretive here at 1.5x tbv Downside case is 1.2x tbv, dont really see it trading lower than that

$MKTW dividend history targeting $1.80 this year, also authorized $50m buyback

@calebhannan I use tweetdeck and really didn't see any ads until recently

@stockgutter we must have very different feeds because I've gotten so used to this now it doesn't register anymore

First I have seen: college athlete takes out X ad to promote himself.

Anyone understand this move by $SRPT?

Saylor never found a problem that he didn't think bitcoin solved

I never imagined this level of winning We are winning so hard we are unsanctioning our enemies' only source of revenue and allowing it to get exceptional prices in the market

$TIGR Tiger Brokers Q4 results drop - 6th DOUBLE BEAT in a row: Revenue: $175M vs $146M estimate 🟢 EPS: $0.244 vs $0.195 estimate 🟢 - Cash pile is now up to a massive $791M!!! Market cap is only $1.28B right now... - PE right now is down to ~7.7x - Client AUM steady QoQ, & retail clients' growth slowed slightly to 2.35% QoQ. - Excellent quarter, considering the other brokers perfomance. Check out this for what I think is actually going on here: thecontrariankiwi.substack.com/p/tigr-avenir

More China smallcap shareholder return: $LX repurchased 5.8% of shares since last summer itself, and the CEO bought $10m as well. Dividend annualized exceeds 10%.

seeing a lot of special dividends or dividend increases in Chinese companies, even where revenue or profits are guided lower. For example here is $MOMO

Chinese companies are routinely emphasizing shareholder return, both via buybacks and increased dividends ( $BZ for example just this morning). There are some very shareholder-friendly govt policies at work here. As described by gemini: * The "National Nine Articles" (April 2024) directive from China's cabinet explicitly encourages listed companies to increase the frequency of dividend payments (e.g., quarterly or semi-annually) and to reclaim and cancel shares to boost earnings per share. * CSRC "Market Value Management" Guidelines (November 2024) mandates that boards actively manage their company's market capitalization, and those trading under book value disclose a value enhancement plan. It identifies cash dividends and share buybacks as primary tools for "strategic management" to deliver shareholder value. * "Slow Bull" Market Strategy (2025-2026): Regulators have promoted a “slow bull” market concept, prioritizing gradual growth and stable dividend income over rapid speculative surges.

Self Recommending: "One Hundred Years in the U.S. Stock Markets" by Hendrik Bessembinder. A century of data for nearly 30,000 U.S. public companies. Fun fact: "Shareholders' wealth was enhanced by $91 trillion over the century, but long-term investors in nearly 60% of stocks incurred wealth reductions." papers.ssrn.com/sol3/papers.cf…

$SOUN Soundhound CFO Nitesh Sharan to resign. He has sold some shares along the way but still has 1.7m left to dump.

$DLO with fantastic numbers but I find it strange that expected rev growth was like 60% and EPS growth 80% yet stock only gets a 13x multiple. Of course they beat but multiple expansion has to be in the cards at some point you'd think.

@OHare888 thats ai not real people, right?

Mar-a-Lago’s Finest

Once the hottest actress on the small screen, Jennifer Garner now sells organic toddler fruit smoothies. I'm short calls on $OFRM. Small for now.

@UpslopeCapital lmk when I can short this upstanding company 🙏

...serenity now...