Choice Equities

@SumZero Good to be back for the 2026 Top Stocks competition. Love to see another winner. Link to SumZero $MGNI pitch here: choice-equities.com/wp-content/upl…. @AndrewRangeley been a minute since we talked about it on @YetAnotherValue pod. Thought you'd enjoy the update. Congrats btw. fyi @Baup0stGOAT

@cjazmitchell Congrats on the win Cory.

Unpopular opinion: If you’re successful and say luck played no role, you’re either naive or lying. After heavy post-close churn, we were close to running out of runway. Then a national QSR test kitchen needed a janitorial partner. Most cleaning companies don’t want to touch kitchens. Equipment breakdown. Complexity. Hard to estimate labor content and variability is high. We only bid it because we needed the work. We priced it with a big cushion to cover our inexperience. We won. That high-margin contract may have saved the company. Hard work put us in position. But that opportunity? That was luck. Oh. And we wouldn’t have got it if it wasn’t for @carkerpox / @HirePavago

@1MainCapital lol

Not to worry… if AI is replacing us as fast as Elon promised FSD, we’ve all got about 20 years of job security left

@bespokeinvest @grok what happened next for staples, iwm, mdy, qqq amd spy over next 1,3,6,12 months

The rush into Consumer Staples has been just as dramatic as the exit from Software. Staples now has a 14-day RSI of 84.2, something not seen since 1995. The sector is also 4.2 standard deviations above its 200-DMA. It hasn't been this overbought since the end of 1991. $XLP

@BrokenMoats Judge brinkema said -paraphrasing- "we'll have something for you soon, but it'll be next year" sort of implies first half of Jan but frankly hard to know.

$MGNI anyone have a timeline for when the court in Virginia is expected to rule on the remedies for the google anti trust case on SSPs? Some call activity on the 19s today for next week expiration (seemed odd unless..)

Google with European behavorial remedies in place as of Dec 9th...👀

SCOOP: In response to the EU's findings against Google's ad tech business the company has already quietly rolled out changes to GAM to comply with the demands. UPR is dead, and Open Bidding's rev share is gone. More below in 🧵

@AggieCapitalist 👀lots of catalysts being unveiled

$GENI Lots of catalysts coming up.

@InvestSpecial @AboveAvgOdds @GWInvestors @massifcap @BrownAdvisory @davidein @HalvioCapital @MillerValue @kingdomcapadv Strong list there Dalius!

41. @AboveAvgOdds (Value + SSI) 42. @Choice_Equities (Value + SSI) 43. @GWInvestors (Value + SSI) 44. @massifcap (Value + SSI) 45. @BrownAdvisory (Value) 46. @davidein (Value) 47. @HalvioCapital (Value) 48. @MillerValue (Value) 49. @kingdomcapadv (Value + Special Sits) 50. @RJInvMgmt (Value) 51. @BobRobotti (Value) 52. @TAMIM_A_M (Value) 53. @horosfunds (Value) 54. @CrossroadsOnX (Value) 55. @davidhpolansky from Immersion (Value) 56. @HorizonKinetics (Value) 57. @MattPetersonCFA (Value) 58. 13D Activist Fund (Special Sits) 59. Emeth Value (Value) 60. Rewey Asset Management (Value) 61. L1 Capital (Value + SSI) 62. Giverny Capital (Value) 63. Palm Valley Capital (Value) 64. Pelican Bay (Value) 65. Greiff Capital Management (Special sits) 66. Palm Harbour Capital (Value) 67. Jackson Peak Capital (Value + Special sits) 68. Silver Ring Capital (Value) 69. Kathmandu Capital (Value + Special sits) 70. Wedgewood Partners (Large cap value)

The most complete list of “Funds to Follow” I’ve shared yet. Top 70 with consistently high-quality investor letters. Great for idea generation, context building, and sharpening your process. 👇 1. @alluvialcapital (Value + Special sits) 2. @eriksen_tim (Value + Special sits) 3. @LaughingH20Cap (Value + Special sits) 4. @CapitalVoss (Value + Special sits) 5. @LuisVSanchez777 (Value + Special sits) 6. @JonCukierwar (Value) 7. @GreenhavenRoad (Value) 8. @hkuppy (Value + Special sits) 9. @GreystoneCap (Value + Special sits) 10. @HarvestLaneAM (Special sits) 11. @CaptnKirk13 (Value + Special sits) 12. @gbcvalue (Value + Special sits) 13. @CBfunds (Special sits on debt) 14. @Mc_Partnerships (Value + Special sits) 15. @aaronjsallen (Value) 16. @AtaiCapital (Value) 17. @UpslopeCapital (Value) 18. @East72Dynasty (Value) 19. @CurreenCR (Value) 20. @BumbershootHlds (Value + Special sits)

Rick's Thanksgiving Surprise: A Friday Night 8-K for the Age $RICK, by @AndrewRangeley open.substack.com/pub/yetanother…

@OneOutof4 George Carlin?

Holy moly, I didn’t even recognize him. Don’t get me wrong, he looks great but if he wasn’t singing I wouldn’t know who he was. Would you know who he is without listening to the song?

Thought we'd share an update to our presentation from Omaha this past May $MGNI choice-equities.com/wp-content/upl…

the math is compelling /6

Re $MGNI, a surprisingly defensible case shares could approach the $40s next summer is emerging, once investors start focusing on '27 ests. Company is on track for $1.70 of EPS in '27 already - before any antitrust market share gains follow, which add $.30 of eps for each 1% gain

Enjoyed attending US v Google Friday. Fun and educational. And super interesting to see how it's reported, and how agendas sometimes color the way the story is told. Long story short... Remedies are coming. Should be good for $MGNI, which looks really attractive here. /1 🧵