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"$OIH $RIG $VAL $NE $SDRL "Day rates have risen from around $200000 per day to around $400000 per day since I started my position in Transocean (RIG) and the stock price has gone from $X to $X and back to $X. It is one of those positions that seems to me to be inevitable but painful." @SFarringtonBKC is bang on. I have a theory re: stocks like $RIG uranium thesis etc: the simpler a thesis and more likely to be correct / inevitable - the harder the path the market will take to eventually get there. The market will always make investing hard one way or another. For simple theses it will be the"
X Link @ICBarrett 2025-08-31T19:44Z 1639 followers, 6489 engagements
"I just released my August Watchlist Update covering ✅ $COM.MI Strong H1 results and the Nabtesco acquisition. ✅ $ERD.NZ There is still plenty of upside. ✅ $MATR.TO Weak Q3 guidance but attractive outlook ✅ $MACF.L disappointing profit warning in a difficult cycle"
X Link @DavidDiranko 2025-08-21T13:00Z 3355 followers, 1917 engagements
"$LAKE. Also pitched recently by @everyonehatesp1 and @SFarringtonBKC. We also have three older pitches - two passes and one short - on LAKE on the website. Just search "LAKE""
X Link @joinyellowbrick 2025-06-27T11:59Z 23.5K followers, 3689 engagements
"Added XX new stock pitches to the website today including (pt 2): @jeffskoll - $TSLA @SnowCapResearch - $FTAI (short) @pernasresearch - $NLST (pass) $MTRX (pass) $TUSK (more research needed) @Delta9Echo - $MANO.L @ValuePraya - $1113.HK @Petty__Cash - $MATR.TO"
X Link @joinyellowbrick 2025-01-30T21:15Z 23.5K followers, 3662 engagements