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@marginofdanger "Just because something is unencumbered doesnt mean it can get paid out. As companies approach the zone of insolvency the directors fiduciary duties can move to the creditors. Additionally they can be held personally liable for making distributions to shareholders that could render the company insolvent"
@marginofdanger on X 2025-07-16 17:02:57 UTC 6600 followers, XXX engagements

"I am focused on these metrics in my ECIPs: 1) Strong liquidity 2) Cheap on TBV 3) Cheap on P/E Pretty clear on winners vs. losers $BYFC $BFCC $CBOBA $CZBS $HRBK $MFBP $MNMB $PDLB $SFDL $UBAB See below:"
@marginofdanger on X 2023-05-04 00:00:06 UTC 6597 followers, 21.3K engagements

"$FPH thoughts on the move yesterday. For the last several calls there was a positive surprise and this was the first call where there wasn't - so a bit of a pause in momentum. The negative on the call was that they revised net income guidance from just under $200mm ($190-195mm) to in-line with previous year net income of $178mm. On the call they attributed this change to the "timing" of land sales and if one took a super critical lens that could be interpreted negatively in combination with comments around general weakness in homebuilder demand (despite the fact that they said that their CA"
@marginofdanger on X 2025-07-26 12:45:26 UTC 6602 followers, 6909 engagements

"Something you don't see every day is the issuance of a class of preferred stock where dividends are completely discretionary and do not accrue if unpaid. I have never heard of this concept but $MSTR is pricing a $1bn preferred today $STRD with non-cumulative dividends. Can someone please educate me as to why investors are OK with these terms"
@marginofdanger on X 2025-06-06 00:16:47 UTC 6602 followers, 11.5K engagements