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@River1AM "Invest Alongside Us - Let us know your thoughts questions or what stocks you want to see next. All investing involves risk. This is not a recommendation of securities and should not be construed as investment advice. For important information about the fund please click here -"
X Link @River1AM 2025-10-13T17:57Z XXX followers, XXX engagements

"Yes $KMX CarMax is down because they missed vehicle sales. But the real canary in the coal mine is credit. The loan losses were $142M vs $112M last year. We haven't had a credit crisis in XX years and this is one of the first real signs we've seen of one potentially brewing"
X Link @River1AM 2025-09-25T14:13Z XXX followers, XXX engagements

"$SNPS bought $ANSS for the wrong price. To add salt to the wound they used $15bn in debt. The high bar of $XX EPS came in low. Market making $SNPS pay the price"
X Link @River1AM 2025-09-16T13:53Z XXX followers, 226.5K engagements

"$100 million in AUM is a milestone but its not the mission. Our mission is to prove that active management done right still matters. Thank you to every investor whos joined us in that pursuit. Onward"
X Link @River1AM 2025-10-13T17:56Z XXX followers, 142.3K engagements

"$JPM and many big banks trading at 2x P/B We keep saying valuation matters especially in the medium to long run. Another example coupled with the history of returns when purchasing at current levels"
X Link @River1AM 2025-10-09T15:56Z XXX followers, 119.7K engagements

"Hard to call tops in the stock market but we are going to do it on this Trump/China headline that just hit. Market is overinflated in our opinion and needed a catalyst to roll over. Just got it"
X Link @River1AM 2025-10-10T15:32Z XXX followers, 260.7K engagements