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@roojoo3
"Not sure what's more desperate ($INT.ST): - Organizing an EGM for a X% buyback authorization - A synthetic buyback where no shares will actually be canceled - Disclosing liquidity instead of cash"
X Link @roojoo3 2025-10-02T11:57Z 3162 followers, 3372 engagements
"Roughly a XX% beat by $MRX. For anyone who gave credibility to the short thesis and is like "ooh those earnings are fake and depend on derivatives moves": MtM of derivatives were a headwind to earnings in H1"
X Link @roojoo3 2025-08-13T12:29Z 3163 followers, 7187 engagements
"Q3 2025 was another good quarter for Night Watch with performance of XXXX% bringing YTD performance to 25.88%. Results were helped by strong performance from $HAYPP $WDC $DSGR and $AIR"
X Link @roojoo3 2025-10-02T17:33Z 3164 followers, 24.7K engagements
"Yesterday I didn't want to be dismissive of the $MRX short report until I fully understood the allegations. Today I believe to fully grasp all the arguments and I'm confident to say that it's a sloppy hit piece that was written by an author with disingenuous motives. 1/n"
X Link @roojoo3 2025-08-06T18:21Z 3163 followers, 53K engagements
"Some good on the ground research into the China operations of $INT.ST Apparently the dosimeters sell for a retail price of XXX CNY. Wasn't this a $1-5 product with XX% GP Margins"
X Link @roojoo3 2025-10-10T13:31Z 3163 followers, 5826 engagements
"It's interesting how all those HK listed companies that trade at XX% dividend yield or XX% discount to NAV have X interest in talking to investors"
X Link @roojoo3 2025-10-15T17:47Z 3164 followers, 1235 engagements
"For a while $DSGR was a buy-side favorite. A potential mini-Fastenal run by a management team with significant skin in the game (LKCM owns XX% of s.o.) Investors seem to have forgotten about this one even though earnings are inflecting upwards. 1/n"
X Link @roojoo3 2025-07-31T15:07Z 3164 followers, 3853 engagements