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@ValueDig "Auto Subprime/Tricolor: CEO thinks there more shoes to fall or (cockroaches to be found). Either way impact from rising delinquencies in auto loans will be to keep an eye on. $CVNA $CACC $SC $ALLY $JPM @GuyDealership"
X Link @ValueDig 2025-10-14T15:47Z 1647 followers, XXX engagements

"💇♂ $MTLX Uh-oh Reports encouraging P3. On the biotech haircut scale encouraging sits just above yikes and just below positive. But dont worrytheres also the potential for promising profile . Translation: Please remain seated while the barber sharpens the clippers"
X Link @ValueDig 2025-09-28T22:00Z 1647 followers, XXX engagements

"@doepke_michel $BRKR Now one of my top positions. Clearly research has been a head wind but they have a business that helps semiconductor manuf. and also lead in critical component for MRI machines"
X Link @ValueDig 2025-10-17T02:05Z 1647 followers, X engagements

"$SLN $XXX Yes the lp(a) space is competitive but looks like they may be close to a partnership on Zerlasiran or a M&A transaction. @perplexity_ai analysis guesses $AZN $NVS or $MRK (in that order) to be most likely partners"
X Link @ValueDig 2025-09-08T02:22Z 1645 followers, XXX engagements

"@Reignots And all the investments such as $azn $pfe planning to expand us manufacturing will help"
X Link @ValueDig 2025-10-13T19:59Z 1646 followers, XXX engagements

"$SLN Decent siRNA tech and assets for a really low price. I can easily see them being bought out above $1B valuation (3-4x). LP(a) is competitive but will have space for a few competitors"
X Link @ValueDig 2025-09-08T02:34Z 1645 followers, XXX engagements