# ![@BuggyWhipB Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1822916593959182336.png) @BuggyWhipB Buggy Whip Bargains

Buggy Whip Bargains posts on X about $ktcc, $jctc, $alco, $lgih the most. They currently have [---] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1822916593959182336/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1822916593959182336/c:line/m:interactions.svg)

- [--] Week [---] -44%
- [--] Month [-----] +20%
- [--] Months [------] +519%
- [--] Year [------] +535%

### Mentions: [--] [#](/creator/twitter::1822916593959182336/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1822916593959182336/c:line/m:posts_active.svg)

- [--] Month [--] -10%
- [--] Months [---] +600%
- [--] Year [---] +1,117%

### Followers: [---] [#](/creator/twitter::1822916593959182336/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1822916593959182336/c:line/m:followers.svg)

- [--] Week [---] +2.10%
- [--] Month [---] +12%
- [--] Months [---] +119%
- [--] Year [---] +403%

### CreatorRank: [---------] [#](/creator/twitter::1822916593959182336/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1822916593959182336/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [stocks](/list/stocks)  [automotive brands](/list/automotive-brands)  [countries](/list/countries)  [travel destinations](/list/travel-destinations)  [currencies](/list/currencies) 

**Social topic influence**
[$ktcc](/topic/$ktcc), [$jctc](/topic/$jctc), [$alco](/topic/$alco), [$lgih](/topic/$lgih), [$naii](/topic/$naii) #7, [$fsi](/topic/$fsi), [$ufi](/topic/$ufi) #1, [$hoft](/topic/$hoft), [ineos](/topic/ineos), [$fonr](/topic/$fonr)

**Top accounts mentioned or mentioned by**
[@askeladdentx](/creator/undefined) [@glbeaty](/creator/undefined) [@lionheartinves1](/creator/undefined) [@taobanker](/creator/undefined) [@ragweedcapital](/creator/undefined) [@sfarringtonbkc](/creator/undefined) [@nanocap100](/creator/undefined) [@focusedcompound](/creator/undefined) [@valleyfallsri](/creator/undefined) [@kreuzmann13](/creator/undefined) [@artofstockin](/creator/undefined) [@binvesthq](/creator/undefined) [@yanivuliel](/creator/undefined) [@rosyprosperity](/creator/undefined) [@tonycfa](/creator/undefined) [@dfinpro](/creator/undefined) [@deusexdividend](/creator/undefined) [@lonewolftwit58](/creator/undefined) [@bombardinicap](/creator/undefined) [@bullishbyte](/creator/undefined)

**Top assets mentioned**
[LGI Homes, Inc. (LGIH)](/topic/$lgih) [PureFi Protocol (UFI)](/topic/$ufi) [AdvanSix Inc. (ASIX)](/topic/$asix) [Aptos (APT)](/topic/$apt) [Nodecoin (NC)](/topic/$nc) [Clearwater Paper Corporation (CLW)](/topic/$clw) [Falcon Finance (FF)](/topic/$ff) [Beazer Homes USA, Inc. New (BZH)](/topic/$bzh) [Leggett & Platt, Inc. (LEG)](/topic/$leg) [HNI Corporation (HNI)](/topic/$hni) [RH (RH)](/topic/$rh) [Lennar Corporation (LEN)](/topic/$len) [LikeCoin (LIKE)](/topic/$like) [Radworks (RAD)](/topic/$rad) [Decred (DCR)](/topic/$dcr) [Lattice Token (LTX)](/topic/$ltx)
### Top Social Posts
Top posts by engagements in the last [--] hours

"The Deep Value Week #1 2024/40 $APT $ARTW $BRID $CVR $JCTCF $KTCC $SENEA $STRT https://buggywhipbargains.substack.com/p/the-deep-value-week-1-202440 https://buggywhipbargains.substack.com/p/the-deep-value-week-1-202440"  
[X Link](https://x.com/BuggyWhipB/status/1843298377536344343)  2024-10-07T14:32Z [--] followers, [---] engagements


"The Deep Value Week #3 2024/42 $ALCO $AXTI $FSI $JCTC $KTCC $VLGEA $USAP https://buggywhipbargains.substack.com/p/the-deep-value-week-3-202442 https://buggywhipbargains.substack.com/p/the-deep-value-week-3-202442"  
[X Link](https://x.com/BuggyWhipB/status/1848437696559014063)  2024-10-21T18:54Z [---] followers, [---] engagements


"The Deep Value Week 2024/44 $ALCO $JVA $KTCC $OGD $REKO $TLF $UFI $AWI https://buggywhipbargains.substack.com/p/the-deep-value-week-202444 https://buggywhipbargains.substack.com/p/the-deep-value-week-202444"  
[X Link](https://x.com/BuggyWhipB/status/1853543487662067754)  2024-11-04T21:02Z [---] followers, [---] engagements


"@Art_Of_Stock_In at $4.5 it can look like something like below on a pro forma basis prior to a dividend"  
[X Link](https://x.com/BuggyWhipB/status/1866096961599762546)  2024-12-09T12:26Z [--] followers, [--] engagements


"@Art_Of_Stock_In that would be great news indeed - care to elaborate how you reached [---] would be much appreciated :)"  
[X Link](https://x.com/BuggyWhipB/status/1871146970112286875)  2024-12-23T10:52Z [--] followers, [--] engagements


"@RagweedCapital seems that "the seller" is out / have slowed down lately"  
[X Link](https://x.com/BuggyWhipB/status/1874879154749100098)  2025-01-02T18:03Z [--] followers, [--] engagements


"@nanocap100 $KTCC last buy transactions from CEO was actually during the covid bottom as well (c. 19k shares March 2020) - which afterwards showed to be a great point of entry"  
[X Link](https://x.com/BuggyWhipB/status/1898830869244395800)  2025-03-09T20:18Z [--] followers, [--] engagements


"@BInvestHQ you bought any view on the company now after falling a bit further seems like a quite attractive risk/reward but of course not free from risks. but even with quite soft assumptions a few years in the future it is easy to see a double from here"  
[X Link](https://x.com/BuggyWhipB/status/1907525455936368899)  2025-04-02T20:08Z [--] followers, [--] engagements


"@BInvestHQ and if there still is a decent chance for a dividend mgmt / bod seems to be quite comfortable with the balance sheet"  
[X Link](https://x.com/BuggyWhipB/status/1907525752691859668)  2025-04-02T20:09Z [--] followers, [--] engagements


"@bullishbyte why is it going so bananas"  
[X Link](https://x.com/BuggyWhipB/status/1937153246147064257)  2025-06-23T14:18Z [---] followers, [--] engagements


"@LionheartInves1 one thing i have found interesting is to study a stocks - and neglected deep value stocks over all - P/MA60 stats over time and its forward-returns from various levels. i think it says quite a lot about what type of weirdness / and its magnitude for each specific case"  
[X Link](https://x.com/DismAssetBkd/status/1979091662044307890)  2025-10-17T07:46Z [---] followers, [--] engagements


"@LionheartInves1 like a few are inheritably "sleepy" and if one of those somehow wakes up a little bit on a day for no seeming reason it might be a good time to sell some shares. but others have a much more wild profile and there it might pay to "sit on your hands" a bit more giving it time"  
[X Link](https://x.com/DismAssetBkd/status/1979091972200472929)  2025-10-17T07:47Z [---] followers, [--] engagements


"The Deep Value Week #4 2024/43 $ALCO $AXTI $BRID $CTHR $FSI $HURC $NAII $STRT $VLGEA https://buggywhipbargains.substack.com/p/the-deep-value-week-4-202443 https://buggywhipbargains.substack.com/p/the-deep-value-week-4-202443"  
[X Link](https://x.com/DismAssetBkd/status/1851151930359202012)  2024-10-29T06:39Z [---] followers, [---] engagements


"The Deep Value Week 2024/45 $APT $ALCO $AWX $HURC $JRSH $KTCC $REKO $SENEA $STRT $UFI https://buggywhipbargains.substack.com/p/the-deep-value-week-202445 https://buggywhipbargains.substack.com/p/the-deep-value-week-202445"  
[X Link](https://x.com/BuggyWhipB/status/1856090703756959749)  2024-11-11T21:44Z [---] followers, [---] engagements


"The Deep Value Week 2024/46 $ALCO $AWX $AXT $CVR $CTHR $DSWL $FSI $FONR $HURC $JRSH $JVA $KTCC $MSN $NAII $SENEA $SGMA $SSY $STRT $TLF https://buggywhipbargains.substack.com/p/the-deep-value-week-202446 https://buggywhipbargains.substack.com/p/the-deep-value-week-202446"  
[X Link](https://x.com/DismAssetBkd/status/1858609784590921875)  2024-11-18T20:34Z [---] followers, [----] engagements


"@nanocap100 wow $9m listing price for the RE at $JCTC - way more than I guesstimated. Fingers crossed that they can sell it for that. Will increase TB/sh by like 27% from $7.10 to say $9 and put the company in a substantial net cash position"  
[X Link](https://x.com/DismAssetBkd/status/1859502296465342800)  2024-11-21T07:41Z [---] followers, [---] engagements


"The Deep Value Week 2024/47 Sleepy deep value week in America surprising (positive) RE valuation at JCTC and some new analysis on companies followed. $ALCO $APWC $FRD $JCTC $NC $NAII $SENEA $STRT https://buggywhipbargains.substack.com/p/the-deep-value-week-202447 https://buggywhipbargains.substack.com/p/the-deep-value-week-202447"  
[X Link](https://x.com/DismAssetBkd/status/1861126887369535942)  2024-11-25T19:16Z [---] followers, [---] engagements


"The Deep Value Week 2024/48 A few DV names mentioned on X as "low downside ideas for 2025" a plant closure and some insider transactions. $ALCO $BRID $CTHR $FRD $JCTC $NAII $NSYS $SENEA $STRT"  
[X Link](https://x.com/DismAssetBkd/status/1863809561011822922)  2024-12-03T04:56Z [---] followers, [---] engagements


"The Deep Value Week 2024/49 Some decent reports & Active case discussions on X $ALCO $APWC $FSI $FONR $KTCC $NAII $OGD $REKO $SENEA $STRT $VLGEA"  
[X Link](https://x.com/DismAssetBkd/status/1865058639976735182)  2024-12-06T15:40Z [---] followers, [---] engagements


"The Deep Value Week 2024/50 A successful arbitration some seasonal stock giftings & real estate divestments $CTHR $HURC $JVA $NC $SENEA $SGMA $STRT $TLF"  
[X Link](https://x.com/DismAssetBkd/status/1868386859103199587)  2024-12-15T20:05Z [---] followers, [---] engagements


"The Deep Value Week 2024/51 Dividend Season BOD rotations and a Delayed Report $ALCO $FONR $JCTC $NC $REKO $SENEA $SGMA $TLF $VLGEA $TSL"  
[X Link](https://x.com/DismAssetBkd/status/1870139568684708179)  2024-12-20T16:09Z [---] followers, [---] engagements


"The Deep Value Week 2024/52 Buybacks Incentive Schemes Governance Changes and one Laggard Report $APT $ALCO $CVR $KTCC $NC $SENEA $SGMA"  
[X Link](https://x.com/DismAssetBkd/status/1872984662194413709)  2024-12-28T12:35Z [---] followers, [---] engagements


"The Deep Value Week 2025/01 Active Week on X and a Few New Seeking Alpha Analyses $ALCO $FSI $FONR $JCTC $KTCC $NAII $TLF $VLGEA"  
[X Link](https://x.com/DismAssetBkd/status/1875187306598129955)  2025-01-03T14:27Z [---] followers, [---] engagements


"The Deep Value Week 2025/03 Major Contracts a few reports and analyses and Buybacks $APT $ALCO $BRID $FSI $FRD $HURC $KTCC $JCTC $JVA $OGD $REKO $STRT"  
[X Link](https://x.com/DismAssetBkd/status/1880328514404249844)  2025-01-17T18:57Z [---] followers, [---] engagements


"The Deep Value Week 2025/09 New Reports Insider Selling and Board Proposal $ALCO $BRID $FONR $FRD $JRSH $JCTC $OGD $SENEA $STRT $VLGEA"  
[X Link](https://x.com/DismAssetBkd/status/1897293031956726256)  2025-03-05T14:28Z [---] followers, [---] engagements


"The Deep Value Week 2025/11 A Few Reports Analysis and Update on Asset Reallocation $APT $ALCO $FSI $FONR $KTCC $SGMA $OGD $FF"  
[X Link](https://x.com/DismAssetBkd/status/1902361701351116923)  2025-03-19T14:09Z [---] followers, [---] engagements


"The Deep Value Week 2025/12 $APT $ALCO $AWX $BRID $FRD $HURC $SENEA $UFI $FF"  
[X Link](https://x.com/DismAssetBkd/status/1905159510869553605)  2025-03-27T07:26Z [---] followers, [---] engagements


"The Deep Value Week 2025/14 Buyback Program New Reports AGMs and Mentionings on X $ALCO $APWC $CVR $FSI $JCTC $NC $KTCC $VLGEA $FF $TSL $TLF $KE"  
[X Link](https://x.com/DismAssetBkd/status/1909263045974438260)  2025-04-07T15:12Z [---] followers, [---] engagements


"The Deep Value Week 2025/15 $ALCO $ARTW $CVR $DSWL $TLF $FONR $KTCC $NC $OGD $SENEA $UFI $VLGEA $MTW"  
[X Link](https://x.com/DismAssetBkd/status/1912227325091193190)  2025-04-15T19:31Z [---] followers, [---] engagements


"$UFI $FSI $VLGEA $REKO $JCTC $KTCC"  
[X Link](https://x.com/DismAssetBkd/status/1914687873426632920)  2025-04-22T14:28Z [---] followers, [---] engagements


"$APT $ALCO $ARTW $JCTC $NC"  
[X Link](https://x.com/DismAssetBkd/status/1917239818854994357)  2025-04-29T15:29Z [---] followers, [---] engagements


"$APT $APWC $AWX $CVR $FSI $FRD $KTCC $OGD $SGMA $STRT $UFI $TSL $FF $KE $MTW"  
[X Link](https://x.com/DismAssetBkd/status/1922270066067792023)  2025-05-13T12:37Z [---] followers, [---] engagements


"$ALCO $FSI $FONR $HURC $NC $NAII $TLF $FF"  
[X Link](https://x.com/DismAssetBkd/status/1925478470026404110)  2025-05-22T09:06Z [---] followers, [---] engagements


"$ALCO $AWX $UFI $MTW $CLW"  
[X Link](https://x.com/DismAssetBkd/status/1927344528287002903)  2025-05-27T12:41Z [---] followers, [---] engagements


"$NAII $GTIM $HOFT"  
[X Link](https://x.com/DismAssetBkd/status/1929956727887131037)  2025-06-03T17:41Z [---] followers, [---] engagements


"@XIX_Value what is your elevator pitch on $DSWL Obviously cheap but have "always" been so. Been trading in the 0.3-0.4x TB range about a third of the time since 2012"  
[X Link](https://x.com/DismAssetBkd/status/1934686523808461114)  2025-06-16T18:56Z [---] followers, [--] engagements


"$APT $FRD $JRSH $HOFT"  
[X Link](https://x.com/DismAssetBkd/status/1935786317704564963)  2025-06-19T19:46Z [---] followers, [---] engagements


"$DSWL $FONR $HURC $JRSH $NAII $REKO $TLF $FF"  
[X Link](https://x.com/DismAssetBkd/status/1937850478702002535)  2025-06-25T12:28Z [---] followers, [---] engagements


"$ARTW $AWX $FONR $JCTC"  
[X Link](https://x.com/DismAssetBkd/status/1945406393688657997)  2025-07-16T08:53Z [---] followers, [---] engagements


"Any holders in eHealth $EHTH Seems very cheap but also quite a lot of potential "icks". thoughts"  
[X Link](https://x.com/DismAssetBkd/status/1961043879102136641)  2025-08-28T12:31Z [---] followers, [---] engagements


"Significant Operational Leverage Potential Enterprise Value Below Assumed Real Estate Values and Guidance for a Return to Profitability $NAII"  
[X Link](https://x.com/DismAssetBkd/status/1977755674315456571)  2025-10-13T15:17Z [---] followers, [---] engagements


"What happened in Avalon Holdings yesterday $AWX"  
[X Link](https://x.com/DismAssetBkd/status/1978351746054316372)  2025-10-15T06:46Z [---] followers, [---] engagements


"@LionheartInves1 you always feel quite lost during those spikes. If you get out you see how much better you could have done (for a short time) and if you don't get out - you see what u missed out on being "greedy". Had one of those yesterday / today in $AWX"  
[X Link](https://x.com/DismAssetBkd/status/1978551438109221247)  2025-10-15T19:59Z [---] followers, [--] engagements


"@LionheartInves1 many thanks for sharing your thoughts on the topic Seems that we are in similar part of our development as investors - I too am looking more and more on momentum stats during buying / selling. any special books / blogs etc that have been helpful for you"  
[X Link](https://x.com/DismAssetBkd/status/1979091332535562646)  2025-10-17T07:45Z [---] followers, [--] engagements


"@nanocap100 any thoughts about the crazy action in $AWX"  
[X Link](https://x.com/DismAssetBkd/status/1979092113095565729)  2025-10-17T07:48Z [---] followers, [--] engagements


"@tmccutcheon3 any thoughts on the current allowances for credit losses and the new credit rating system and potential on higher quality customers what do you see as main risks from here"  
[X Link](https://x.com/DismAssetBkd/status/1980873509300817929)  2025-10-22T05:47Z [---] followers, [--] engagements


"@AskeladdenTX thanks. totally agree. have a write-up pending. a very interesting case w/ interesting risk:reward potential. i think the fact they during [----] did an equity raise combined with the current strong interest from lenders to the ABS's also show some promise for downside protec"  
[X Link](https://x.com/DismAssetBkd/status/1981008265631957245)  2025-10-22T14:42Z [---] followers, [--] engagements


"@simbatrading so $AWX was a "waste runner" - explains the weird move the other week"  
[X Link](https://x.com/DismAssetBkd/status/1981245632653185307)  2025-10-23T06:25Z [---] followers, [--] engagements


"America's Car-Mart $CRMT - Strong Long-Term Performance Credit Cycle Headwinds and High Short Interest but Substantial Upside if Successfully Navigating This Period"  
[X Link](https://x.com/DismAssetBkd/status/1981728183171874886)  2025-10-24T14:23Z [---] followers, [----] engagements


"@LionheartInves1 @shantaram83 Good old $LGL - what is the elevator pitch there now"  
[X Link](https://x.com/DismAssetBkd/status/1981950254485585964)  2025-10-25T05:05Z [---] followers, [--] engagements


"America's Car-Mart $CRMT"  
[X Link](https://x.com/DismAssetBkd/status/1983176730555871284)  2025-10-28T14:19Z [---] followers, [---] engagements


"America's Car-Mart $CRMT recently secured a 5y $300m loan from Silver Point Capital (SPC) - a major credit investor with $41bn in AUM. The facility carries an interest rate of SOFR + 7.5% currently translating to roughly 11.5%. By comparison the companys revolver funding (which it replaces) costs on average around 8%. SPC also received warrants equal to about 10% of NOSH with a strike price near the current level ($22) and maturity on October [--] 2030"  
[X Link](https://x.com/DismAssetBkd/status/1985264696685895850)  2025-11-03T08:36Z [---] followers, [---] engagements


"Proceeds were used to fully repay the revolver of roughly $165m reported last quarter which carried an interest rate in the 7.5-9.5% range. The company plans to continue expanding its ABS programs where investor demand remains solid. Perhaps we will see some inventory financing through an ABS. Since CRMT was not allowed to use the full revolver this gives c. $110m of additional liquidity. It also adds interest costs of c. $10m a year (if the debt levels were equal of $300m)"  
[X Link](https://x.com/DismAssetBkd/status/1985264698825069044)  2025-11-03T08:36Z [---] followers, [--] engagements


"Upside: provides more stable funding over a five-year horizon. If CRMT can grow its ABS platform at attractive terms it could gradually lower its net interest margin. SPC noted strong confidence in the business following months of due diligence: We truly appreciate the extensive engagement by the management team over the last several months that enabled us to complete the thorough due diligence that underpins our conviction in the durability of the enterprise and the companys market position. The deal should give CRMT breathing room to ride out the current market downturn. Downside: potential"  
[X Link](https://x.com/DismAssetBkd/status/1985264701010329935)  2025-11-03T08:36Z [---] followers, [---] engagements


"Well. I think net it is positive from looking at $CRMT's current risk:reward proposition (as an equity holder). But NIM will likely go down near-term. And yes it seems quite expensive with also the warrants taken into account. But I think they paid 8% or something on the revolver and now c. 11.5% something on this term loan. But they gett additional liquidity of c. $110m. Will be interesting to read the 8k to see additional details re amortization possibilities"  
[X Link](https://x.com/DismAssetBkd/status/1985265919250038986)  2025-11-03T08:40Z [---] followers, [---] engagements


"On a more negative note. Newsweek recently posted an article stating that a near-record number of cars are being repossessed as Americans continue to fall behind on their auto loans. Although recovery ratios have fallen in recent years - potentially lowering the number of actual repossessions - it is projected that over three million cars could be repossessed in [----] a level only reached in [----] during the Great Recession. "The growing number of repossession assignments coincides with a surge in delinquencies. According to Fitch Ratings [----] percent of subprime auto loans were at least 60"  
[X Link](https://x.com/DismAssetBkd/status/1985274586871537856)  2025-11-03T09:15Z [---] followers, [---] engagements


"@AskeladdenTX Any thoughts on the recent $300m term loan"  
[X Link](https://x.com/DismAssetBkd/status/1985275967120543800)  2025-11-03T09:20Z [---] followers, [--] engagements


"@RatelCapital1 what do you see as the main risks from here"  
[X Link](https://x.com/DismAssetBkd/status/1985611828836065288)  2025-11-04T07:35Z [---] followers, [--] engagements


"@heartof_thesea The P/TB multiple is getting ridiculously low for $LGIH"  
[X Link](https://x.com/DismAssetBkd/status/1985768760385392723)  2025-11-04T17:59Z [---] followers, [---] engagements


"@YanivUliel Maybe - and hopefully"  
[X Link](https://x.com/DismAssetBkd/status/1985968409566146585)  2025-11-05T07:12Z [---] followers, [--] engagements


"@chitchatstocks big thumbs up for your podcast on $LGIH from a few years back - very informative (oh and the Thomas guy is Eric's father :))"  
[X Link](https://x.com/DismAssetBkd/status/1986092676924719333)  2025-11-05T15:26Z [---] followers, [--] engagements


"Fidelity filed yesterday that they have sold basically their entire holding in $CRMT (0.5% left) that as of 2025-06 according to Stockopedia was 348k shares (4.2%). So they have likely have had a decent amount of the shares that has traded during the last week"  
[X Link](https://x.com/DismAssetBkd/status/1986447143255638114)  2025-11-06T14:54Z [---] followers, [---] engagements


"$CRMT also filed an 8k with info on the $300m term loan. No dividends allowed and likely not repurchases either (limitations on the payment of dividends or distributions). But the most positive thing is that there is an early payback option: The Borrower may voluntarily prepay the Term Loans in whole or in part at any time upon at least five (5) Business Days prior written notice to the Administrative Agent subject to payment of a premium equal to (i) 3.00% of the amount prepaid if such prepayment occurs on or prior to the first anniversary of the Closing Date (ii) 1.00% of the amount prepaid"  
[X Link](https://x.com/DismAssetBkd/status/1986452312131277089)  2025-11-06T15:15Z [---] followers, [---] engagements


"@YanivUliel noticed that $LGIH seems to have added quite a bit of features to their "change of control" items in the last report. The shareholder list is quite open. Do you think they due to the low valuation are starting to gett worried about predators"  
[X Link](https://x.com/DismAssetBkd/status/1986704032228917552)  2025-11-07T07:55Z [---] followers, [--] engagements


"@taobanker interesting"  
[X Link](https://x.com/DismAssetBkd/status/1986729080553619765)  2025-11-07T09:34Z [---] followers, [--] engagements


"@taobanker not even during GFC did $KMX trade below 1x TB - this is new territory for sure. Debt levels though seems to be on the high side"  
[X Link](https://x.com/DismAssetBkd/status/1986732743317655594)  2025-11-07T09:49Z [---] followers, [---] engagements


"@MrFamilyOffice yes what a surprise"  
[X Link](https://x.com/DismAssetBkd/status/1986778135426171073)  2025-11-07T12:49Z [---] followers, [---] engagements


"@rosyprosperity yep seems like something that would be quite good for $LGIH all else being equal. at least semi short term"  
[X Link](https://x.com/DismAssetBkd/status/1987635414195397046)  2025-11-09T21:36Z [---] followers, [--] engagements


"@rosyprosperity also interesting to note 19% short interest (of float) in $LGIH compared to 6% for $LEN"  
[X Link](https://x.com/DismAssetBkd/status/1987636570170552687)  2025-11-09T21:41Z [---] followers, [---] engagements


"@taobanker and $CRMT and $LGIH"  
[X Link](https://x.com/DismAssetBkd/status/1987643021404377296)  2025-11-09T22:06Z [---] followers, [---] engagements


"@FocusedCompound would love to hear your thoughts on the current $CRMT situation in a future episode"  
[X Link](https://x.com/DismAssetBkd/status/1988149365836583222)  2025-11-11T07:38Z [---] followers, [---] engagements


"Magnolia decreasing its ownership a bit and short interest now 27% of float - quite som pressure on the stock $CRMT"  
[X Link](https://x.com/DismAssetBkd/status/1988149549882634327)  2025-11-11T07:39Z [---] followers, [---] engagements


"@StockForester @BerkelKip +1 as well as $LGIH might be a interesting name"  
[X Link](https://x.com/DismAssetBkd/status/1988359412948340935)  2025-11-11T21:33Z [---] followers, [--] engagements


"getting more and more intrigued on this name. Also an additional $78m of TB adj. for LIFO. and the plants are HUGE and have likely been in the books for ages. obv very hard to guesstimate replication value. But a very nice business historically. Still paying divi + buying back stock"  
[X Link](https://x.com/DismAssetBkd/status/1988360981827703031)  2025-11-11T21:39Z [---] followers, [--] engagements


"@biscuitkhan9914 @tonycfa also an open shareholder list - M&A potential. Also $62m left in buyback program - and liquidity enough to pursue it"  
[X Link](https://x.com/DismAssetBkd/status/1988361275756188028)  2025-11-11T21:40Z [---] followers, [--] engagements


"@FocusedCompound Would love to hear you discuss $CRMT in an episode"  
[X Link](https://x.com/DismAssetBkd/status/1988604049869197693)  2025-11-12T13:45Z [---] followers, [---] engagements


"LGI Homes $LGIH - 0.5x TB ATL Valuation Double-Digit Short Interest for a Housebuilder with a Profitable Growth History and Buybacks"  
[X Link](https://x.com/DismAssetBkd/status/1988623486558863394)  2025-11-12T15:02Z [---] followers, [----] engagements


"@ArianMustafa_ @pelositracker $LGIH is down like 60% from 1-year-high - might be more of a "coiled spring" if the market rebounds. Also valuation (at least from an asset perspective) is relatively quite a lot lower than other peers"  
[X Link](https://x.com/DismAssetBkd/status/1988871187204551017)  2025-11-13T07:26Z [---] followers, [---] engagements


"Wasatch Global Investors decreased their stake in $LGIH from $6.4% to 2.7% during the last quarter"  
[X Link](https://x.com/DismAssetBkd/status/1988963360726216784)  2025-11-13T13:33Z [---] followers, [---] engagements


"@Mahmoutii saw it here on X searched on the ticker $LGIH"  
[X Link](https://x.com/DismAssetBkd/status/1989007569277382954)  2025-11-13T16:28Z [---] followers, [---] engagements


"New AS Creation $ACWN analysis from Montega. Target price [--] compared to current price of 8"  
[X Link](https://x.com/DismAssetBkd/status/1989019160551034976)  2025-11-13T17:14Z [---] followers, [--] engagements


"@AskeladdenTX @glbeaty"  
[X Link](https://x.com/DismAssetBkd/status/1989593820934160531)  2025-11-15T07:18Z [---] followers, [--] engagements


"@glbeaty @dfin_pro @AskeladdenTX re the topic of land impairments"  
[X Link](https://x.com/DismAssetBkd/status/1990405115258257853)  2025-11-17T13:02Z [---] followers, [--] engagements


"Tough times for $CRMT indeed - according 60+ day delinquencies hit a record 6.65% in October while prime borrowers hold steady at 0.37%. https://news.dealershipguy.com/p/subprime-auto-delinquencies-climb-again-as-financial-strain-deepens-for-many-borrowers-2025-11-14utm_source=chatgpt.com http://Dealershipguy.com https://news.dealershipguy.com/p/subprime-auto-delinquencies-climb-again-as-financial-strain-deepens-for-many-borrowers-2025-11-14utm_source=chatgpt.com http://Dealershipguy.com"  
[X Link](https://x.com/DismAssetBkd/status/1990527108255502479)  2025-11-17T21:06Z [---] followers, [---] engagements


"Sir Jim Ratcliffe: This is the 11th Hour for Europes Chemical Industry https://www.youtube.com/watchv=JWijGvvGrCw https://www.youtube.com/watchv=JWijGvvGrCw"  
[X Link](https://x.com/DismAssetBkd/status/1990892915204247833)  2025-11-18T21:20Z [---] followers, [---] engagements


"@wkndinvestor CEO & Chairman describing the market in a colourful way indeed $HOFT has also felt this for quite some time"  
[X Link](https://x.com/DismAssetBkd/status/1990896223277002971)  2025-11-18T21:33Z [---] followers, [--] engagements


"Great interview with Jim Ratcliffe on the Chemical Industries future: https://open.spotify.com/embed/episode/6Z7J9ltJHRwNswg0UvxK7Hsi=swzgqcA3RWKrpW8eX7h7Kg&utm_source=oembed https://open.spotify.com/embed/episode/6Z7J9ltJHRwNswg0UvxK7Hsi=swzgqcA3RWKrpW8eX7h7Kg&utm_source=oembed"  
[X Link](https://x.com/DismAssetBkd/status/1990901930571309350)  2025-11-18T21:56Z [---] followers, [--] engagements


"Jim Ratcliffe is a British billionaire with a net worth of $17bn and the main shareholder (66% ownership) and founder of the chemical group #INEOS. Since the founding in [----] INEOS has grown mainly through acquisitions from a small obscure chemical company in Antwerp to global giant. INEOS now has over [---] sites worldwide some of the chemical plants the size of the City of London and the group has a total turnover of over $55bn. Even though INEOS is Britains largest private company it is not a household name. INEOSs heritage the acquired businesses comes from several well-known blue chips"  
[X Link](https://x.com/DismAssetBkd/status/1991100442772664668)  2025-11-19T11:05Z [---] followers, [--] engagements


"LEAVES THE CORPORATE WORLD AT [--]. Ratcliffe is a chemical engineer with an MBA from London Business School. In [----] at an age of [--] after many years within deal-making roles at large corporations he bought a speciality chemical business from BP for 37m. He put 140k into the deal himself (everything he and his family owned) and got the rest financed through his former employer Advent International. During the deal Ratcliffe met Andy Currie as well as John Hollowood who would become lifelong business partners. In [----] they floated the newly acquired business Inspec at a value of 164m. Due to"  
[X Link](https://x.com/DismAssetBkd/status/1991100445087965464)  2025-11-19T11:05Z [---] followers, [--] engagements


"INEOS IS BORN DURING THE ASIAN CRISIS. In [----] the Asian crisis led to a crash in global stock markets which caused Inspecs advisors to start worrying. They told Ratcliffe to sell the Antwerp assets (a commodity business) raising cash and profitability and by that get a potential to double the share price. Ratcliffe decided to go ahead with the idea and bought out the Antwerp business which had a turnover of $200m himself. This was the birth of INEOS founded by Ratcliffe Currie and Hollowood. To finance the deal Ratcliffe raised 84m which came from 72.5m through junk bonds 10m through a loan"  
[X Link](https://x.com/DismAssetBkd/status/1991100447449395423)  2025-11-19T11:05Z [---] followers, [--] engagements


"1998 2008: ACQUISITION SPREE OF ORPHANED ASSETS. The original Antwerp site with new management quickly grew much bigger and more profitable. New debt could be raised against the business and the site financed the major acquisitions in the early years. Between 1988-2008 INEOS acquired [--] chemical businesses from corporate giants such as BP ICI and BASF. The two most notable were ICIs commodity chemicals business in [----] and Innovene the olefins and derivatives and refining subsidiary of BP in [----]. INEOS bought Innovene with a turnover of $25bn for $9bn a deal that quadrupled INEOS turnover."  
[X Link](https://x.com/DismAssetBkd/status/1991100449768751390)  2025-11-19T11:05Z [---] followers, [--] engagements


"2008 2010: HEAVILY INDEBTED INTO THE FINANCIAL CRISIS. Three years after levering up to buy Innovene INEOS was still largely funded by bank debt (debt of $8.5bn to a syndicate of [---] banks). INEOS breached its covenants and Ratcliffe was technically bust with the company worth less than its debt. The banks could ask for their money back and put INEOS into insolvency. To make matters worse chemical competitor LyondellBasell filed for bankruptcy with $26bn in debt the largest bankruptcy in the history of the industry. INEOS bonds traded at 10% of par value and attracted hedge funds investing in"  
[X Link](https://x.com/DismAssetBkd/status/1991100452105019436)  2025-11-19T11:05Z [---] followers, [--] engagements


"2011 START OF THE JV-ERA. The credit markets reopened again in [----] and INEOS refinanced through issuing a new bond. After the finances steadied once more the company picked up M&A activities again but this time with a new twist. Rather than purchasing unwanted companies outright INEOS started pursuing JVs with competitors in markets where they both struggled. Consolidating the markets to re-gain profitability and by buying out the partner after a period of a few years at a pre-determined earnings multiple no one had to exit the market during the worst part of the cycle. In [----] INEOS did it"  
[X Link](https://x.com/DismAssetBkd/status/1991100454453797257)  2025-11-19T11:05Z [---] followers, [--] engagements


"INEOS A FEDERATION. INEOS operate a federal structure with a tiny head office with staff of around [--]. Companies of similar size often has hundreds or thousands at HQ. Each INEOS business is fully responsible for all its functions like IT HR communications banking legal tax. Head office has one senior exec for each of the functions to ensure a level of consistency across the group. Each business has a chairman a CEO and a board typically comprising a CFO and directors for operations business and procurement. Businesses participate in a half-day meeting every month or so with INEOS Capital to"  
[X Link](https://x.com/DismAssetBkd/status/1991100456618098921)  2025-11-19T11:05Z [---] followers, [--] engagements


"ACQUISITIONS REPEATING A SUCCESSFUL FORMULA. INEOS has used the same business model for over twenty years. Key elements are buying good-quality assets no longer strategic to their parents running them better and then expanding them. A typical unwanted asset is a business no longer meeting a blue chips financial ambitions or future strategic plans and is also often quite cyclical depressing the valuation of the blue chips stock price during the downturns in its industry. Being private INEOS does not have to care about any years earnings. INEOS also do not care if the business is a commodity or"  
[X Link](https://x.com/DismAssetBkd/status/1991100458883023331)  2025-11-19T11:05Z [---] followers, [--] engagements


"DEBT BEFORE EQUITY. It is almost unheard of to find a company the size of INEOS that is 100% controlled by the three founders. Ratcliffe learned from Inspec that going public was not a course INEOS wanted to take. Instead of issuing equity they pursued debt financed acquisitions. Debt can always be paid back or exchanged for other debt. But equity cannot be redeemed by choice. But due to INEOS indebtedness there have been many close calls over the years. Now in a more mature phase INEOs is in a much more solid financial position and have learned from the worst of their mistakes within the"  
[X Link](https://x.com/DismAssetBkd/status/1991100460967526876)  2025-11-19T11:05Z [---] followers, [--] engagements


"A STRONG FOCUS ON FIXED COSTS. Taking over unwanted assets from blue chips INEOS quickly learned that the organizations were often bloated bureaucracies with a lot of fat to cut. In the heady days of the 1970s and 80s as oil and gas gushed in huge quantities and profits were sky-high the blue chips werent exactly focused on their fixed costs. In the oil price crash of [----] however many of the large asset owners did not have the agility to reassess these costs. As an example in one company bought from BP the IT costs amounted to $100m a figure that in INEOS ownership shrunk to less than $40m."  
[X Link](https://x.com/DismAssetBkd/status/1991100463442280817)  2025-11-19T11:05Z [---] followers, [--] engagements


"THE MAGIC 15% A YEAR. Five years to double EBITDA. That has been the key goal within INEOS. Having this of a high bar made it easy to quickly turn down prospective acquisitions that didnt lend itself for such growth. The high bar also functions as a great challenge and makes management more visionary. Part of the INEOS philosophy is to encourage people to take on more. Its remarkable what people can achieve when they turn the brakes off in their heads"  
[X Link](https://x.com/DismAssetBkd/status/1991100465589739598)  2025-11-19T11:05Z [---] followers, [--] engagements


"RIGID FINANCIAL DEPARTMENTS. INEOS has honed its own accounting system to track every dollar tracing profit and loss among the maze of processes that run daily on its sites. Many complex enterprises of this size dont manage cost. Ratcliffe was for example able to make a great acquisition buying out the Antwerp facility at a low multiple due to having a finer understanding of its financials workings than the other part in the deal"  
[X Link](https://x.com/DismAssetBkd/status/1991100467749765221)  2025-11-19T11:05Z [---] followers, [--] engagements


"THE PET PROJECT THE GRENADIER. Ratcliffe is an avid adventurer as well as sports person out on several different challenges around the world every year. He is also pushing through health and exercise programs for the employees at INEOS and continuously arranges global company adventures. One of Ratcliffes personal favourites have gotten to be exploring the world in the classic British car the Land Rover Defender. When Land Rover spoke about discontinuing the production of the Defender in [----] Ratcliffe saw an opportunity to pick up the production of the classical car. Land Rover later decided"  
[X Link](https://x.com/DismAssetBkd/status/1991100470199280066)  2025-11-19T11:05Z [---] followers, [--] engagements


"Tandy Leather Factory $TLF reaching ATL levels at 0.43x TB and actually bought back some stock last quarter after a long buyback-pause"  
[X Link](https://x.com/DismAssetBkd/status/1991141689415594460)  2025-11-19T13:49Z [---] followers, [---] engagements


"@ValueStockGeek remember reading in some inv / trading book that you should take 50% of the drawdown you say you can stomach and use that as the proxy for what you really can stomach - and act accordingly. likely quite some truth in that"  
[X Link](https://x.com/DismAssetBkd/status/1991147264622854261)  2025-11-19T14:11Z [---] followers, [---] engagements


"@deusexdividend @taobanker and $HOFT"  
[X Link](https://x.com/DismAssetBkd/status/1991204190996115543)  2025-11-19T17:57Z [---] followers, [--] engagements


"@deusexdividend @taobanker an equally weighted index of [--] furniture players is basically flat since late [----] and down 40% from the high in the spring of 2021"  
[X Link](https://x.com/DismAssetBkd/status/1991204841050501168)  2025-11-19T18:00Z [---] followers, [--] engagements


"@Th__Nielsen quite low yields I have to say. smaller RE companies in Sweden right now have these types of properties at around 6% yields and the implied yields through the stock market (again the minor league) is around 7%"  
[X Link](https://x.com/DismAssetBkd/status/1991533806118137944)  2025-11-20T15:47Z [---] followers, [--] engagements


"well I think we can all certainly remember quite a few situations in where that was the case and that we got burned in quite an unethical way. However I remember Geoff Gannon #Geoff / @FocusedCompound writing on Gurufocus that on average high insider ownership is one of the best ratios for building a well-performing net-net portfolio"  
[X Link](https://x.com/DismAssetBkd/status/1991851506220298294)  2025-11-21T12:49Z [---] followers, [--] engagements


"Hooker Furnishings $HOFT - A 101-Year-Old Furniture Importer at 10% Dividend Yield and P/TB Decile [--] Amid Weak Market - Turnaround Plan Being Executed and a Coiled Spring for Market Recovery"  
[X Link](https://x.com/DismAssetBkd/status/1991886101079060497)  2025-11-21T15:07Z [---] followers, [---] engagements


"@RagweedCapital If it indeed is one large seller here it would be a wonderful opportunity for the company to do a negotisted buyback like if i recall it correctly $TLF did a few years back with some insts. Too bad the balance sheet might not allow it"  
[X Link](https://x.com/DismAssetBkd/status/1991970957536436563)  2025-11-21T20:44Z [---] followers, [--] engagements


"Fisher Investments - Why Auto Loan Delinquencies Arent (Turn) Signaling a Crash $CRMT https://www.fisherinvestments.com/en-us/insights/market-commentary/why-auto-loan-delinquencies-arent-turn-signaling-a-crashutm_source=chatgpt.com https://www.fisherinvestments.com/en-us/insights/market-commentary/why-auto-loan-delinquencies-arent-turn-signaling-a-crashutm_source=chatgpt.com"  
[X Link](https://x.com/DismAssetBkd/status/1992864634932797632)  2025-11-24T07:55Z [---] followers, [---] engagements


"two quite large insider purchases in BE Group $BEGR recently"  
[X Link](https://x.com/DismAssetBkd/status/1992884948462916011)  2025-11-24T09:16Z [---] followers, [---] engagements


"@BitMoreLeverage which one do you think would be natural takers very open shareholder list"  
[X Link](https://x.com/DismAssetBkd/status/1995208108428390768)  2025-11-30T19:07Z [---] followers, [--] engagements


"@wallstengine when they are on it would likely by attractive to try to gobble up $HOFT as well although it obv wouldn't move their needle - which is unfortunate"  
[X Link](https://x.com/DismAssetBkd/status/1995468818735403083)  2025-12-01T12:23Z [---] followers, [--] engagements


"@MultiMismanaged What is the current short % likely similar to $LGIH were it last time i checked was 16%"  
[X Link](https://x.com/DismAssetBkd/status/1995539722379104588)  2025-12-01T17:05Z [---] followers, [---] engagements


"@ValleyFallsRI @TiehackCapital seems like they have sold 40k shares during the past 4-5 months. Also Comprehensive Financial Planning sold out like 170k shares YTD. They have likely sold more in November"  
[X Link](https://x.com/DismAssetBkd/status/1995964229367865810)  2025-12-02T21:12Z [---] followers, [--] engagements


"Hooker Furnishings $HOFT is selling two brands within the HMI segment est. price based on the net book value (c. $4.8m). Will also shed c. $4.8m in HMI showroom lease liabilities and related expenses. Expected $5-6m in non-cash impairment charges net of expected lease gains (primarily related to the write down of HMI intangibles and fixed assets). https://twitter.com/i/web/status/1996149060214940041 https://twitter.com/i/web/status/1996149060214940041"  
[X Link](https://x.com/DismAssetBkd/status/1996149060214940041)  2025-12-03T09:26Z [---] followers, [---] engagements


"Let's hope that mgmt / BOD puts the money (c. $4.8m) where their mouth is and and buys back few percent of the outstanding shares - thus sending a significant signal of confidence to the market"  
[X Link](https://x.com/DismAssetBkd/status/1996149065189319125)  2025-12-03T09:26Z [---] followers, [--] engagements


"https://www.nasdaq.com/press-release/hooker-furnishings-announces-sale-two-brands-within-home-meridian-segment-2025-12-01 https://www.nasdaq.com/press-release/hooker-furnishings-announces-sale-two-brands-within-home-meridian-segment-2025-12-01"  
[X Link](https://x.com/DismAssetBkd/status/1996149066875445251)  2025-12-03T09:26Z [---] followers, [--] engagements


"IG Design Group $IGR / $IGR.L A Remaining "SolidCo" with Net Cash at 0.51x TB and High FCF-yield after BadCo Divestment Ripe for Re-instating the Dividend"  
[X Link](https://x.com/DismAssetBkd/status/1997045833007616310)  2025-12-05T20:50Z [---] followers, [---] engagements


"@SFarringtonBKC @LoneWolfTwit58 you see signs of apparel crushing it"  
[X Link](https://x.com/DismAssetBkd/status/1998099290477256988)  2025-12-08T18:36Z [---] followers, [--] engagements


"IG Design Group (IGR) A Look at the Wholly-Owned Properties A further dive into IG Design Group $IGR: The Company owns the site in Wales and the site in the Netherlands. According to the 1H26 call they are recorded at historical book value (no fair value adjustment to reappraise the valuations of those sites has been made). The sites are very well invested. As of [--] March [----] (when DG Americas was still in the accounts) IGR had freehold land and buildings with book value of $16.5m (cost $39m) with no break-down for how much attributed to DGI (no note in the HY26 report). Here is our take"  
[X Link](https://x.com/DismAssetBkd/status/1998795703590506662)  2025-12-10T16:43Z [---] followers, [---] engagements


"One perspective: the properties can be considered as "non-core" and a possible $48-71m pre-tax to be released via sale-and-leasebacks. The "run-rate EV (large seasonal WC swings) is c. $50m. Rental cost would be added pro-forma but it should be possible to run such an operation profitable with rental costs as is the reality for most companies. Should make the case appealing for private equity"  
[X Link](https://x.com/DismAssetBkd/status/1998795706308399565)  2025-12-10T16:43Z [---] followers, [--] engagements


"Fascinating to see M. Moulin's buying stamina in Moulinvest $ALMOU (the family holds 68%)"  
[X Link](https://x.com/DismAssetBkd/status/2000304816468476200)  2025-12-14T20:40Z [---] followers, [---] engagements


"and the same can be said for the Coutier family in Akwel $AKW (70% of shares) - seems like we are watching several slow-motion family buyouts over in France"  
[X Link](https://x.com/DismAssetBkd/status/2000305930697908686)  2025-12-14T20:44Z [---] followers, [---] engagements


"Read as part of our research of $LGIH to get a better understanding of the history of the housing market. An interesting read with a lot of good data points"  
[X Link](https://x.com/DismAssetBkd/status/2000466693219299546)  2025-12-15T07:23Z [---] followers, [---] engagements


"@kab604 What is your view of Clearwater Paper"  
[X Link](https://x.com/DismAssetBkd/status/2000534145156448554)  2025-12-15T11:51Z [---] followers, [--] engagements


"IG Design Group $IGR $IGR.L"  
[X Link](https://x.com/DismAssetBkd/status/2000577467099103724)  2025-12-15T14:43Z [---] followers, [---] engagements


"Duell $DUELL A Finnish Spare Part Distributor Net-Net in a Weak Market Meaningful Upside if Turnaround is Successful - Ripe for a Buyout"  
[X Link](https://x.com/DismAssetBkd/status/2001296998188593339)  2025-12-17T14:22Z [---] followers, [---] engagements


"@TraceyRyniec do you have a view on $LGIH"  
[X Link](https://x.com/DismAssetBkd/status/2001919389491445808)  2025-12-19T07:35Z [---] followers, [---] engagements


"Stonagate recently published a new analysis on Hooker Furnishings $HOFT https://stonegateinc.com/wp-content/uploads/2025/12/HOFT-Report-26Q3.pdf https://stonegateinc.com/wp-content/uploads/2025/12/HOFT-Report-26Q3.pdf"  
[X Link](https://x.com/DismAssetBkd/status/2004519026257776797)  2025-12-26T11:45Z [---] followers, [---] engagements


"Headlam $HEAD $HEAD.L - Leading Loss-Making Flooring Distributor with Meaningful Property Values and a Recent Sense of Urgency after Management Change"  
[X Link](https://x.com/DismAssetBkd/status/2006016792880161123)  2025-12-30T14:57Z [---] followers, [---] engagements


"US net-nets w.1 - slowly been picking up for a few weeks now"  
[X Link](https://x.com/DismAssetBkd/status/2007358409042268624)  2026-01-03T07:48Z [---] followers, [--] engagements


"Polish net-nets 2026"  
[X Link](https://x.com/DismAssetBkd/status/2007360187963977870)  2026-01-03T07:55Z [---] followers, [---] engagements


"UK net-nets 2026"  
[X Link](https://x.com/DismAssetBkd/status/2007360499294605672)  2026-01-03T07:56Z [---] followers, [---] engagements


"Hooker Furnishings $HOFT filed an 8-K after signing a cooperation agreement with activist investor Global Value Investment Corp (GVIC): the company will add a 9th independent director with relevant industry expertise within [--] days and GVIC accepts voting + standstill terms (incl. 9.9% ownership cap). Board Chair Chris Beeler will retire and wont stand for re-election at the [----] AGM. https://www.otcmarkets.com/filing/conv_pdfid=19035296&guid=2st-kaGHcQ43Sch https://www.otcmarkets.com/filing/conv_pdfid=19035296&guid=2st-kaGHcQ43Sch"  
[X Link](https://x.com/DismAssetBkd/status/2007403373310459956)  2026-01-03T10:47Z [---] followers, [---] engagements


"a ton of US Chinese net-nets / low P/TB stocks have popped up the last weeks - is Mr. Market finally giving up on these ones (I don't touch them)"  
[X Link](https://x.com/DismAssetBkd/status/2008975553181962418)  2026-01-07T18:54Z [---] followers, [--] engagements


"Hey @davidsenra I think Jim Ratcliffe of INEOS has a history worth to be told on a Founders episode. Apart from a stunning business record he seems to be a very funny and nice person: https://www.amazon.com/Alchemists-INEOS-Story-industrial-giant/dp/1785903888 https://www.amazon.com/Alchemists-INEOS-Story-industrial-giant/dp/1785903888"  
[X Link](https://x.com/DismAssetBkd/status/2009611003865297240)  2026-01-09T12:59Z [---] followers, [--] engagements


"Canadian net-nets week 3"  
[X Link](https://x.com/DismAssetBkd/status/2012421312447123624)  2026-01-17T07:06Z [---] followers, [---] engagements


"US net-nets week 3"  
[X Link](https://x.com/DismAssetBkd/status/2012421361499525457)  2026-01-17T07:06Z [---] followers, [---] engagements


"Japanese net-nets week 3"  
[X Link](https://x.com/DismAssetBkd/status/2012421598595129782)  2026-01-17T07:07Z [---] followers, [---] engagements


"UK net-nets week 3"  
[X Link](https://x.com/DismAssetBkd/status/2012422598555054090)  2026-01-17T07:11Z [---] followers, [---] engagements


"Always interesting to hear Browder speak: The David Rubenstein Show: Bill Browder https://www.youtube.com/watchv=FcRzQbpMwdk https://www.youtube.com/watchv=FcRzQbpMwdk"  
[X Link](https://x.com/DismAssetBkd/status/2012429364646891778)  2026-01-17T07:38Z [---] followers, [---] engagements


"Dead companies walking - Scott Fearon Finding Opportunity in Corporate Failure"  
[X Link](https://x.com/DismAssetBkd/status/2012972308932006212)  2026-01-18T19:36Z [---] followers, [---] engagements


"RT @eqsnews_adhoc: Delignit AG: original-research: delignit ag (von montega ag): kaufen https://www.eqs-news.com/news/research/original-research-delignit-ag-von-montega-ag-kaufen/b69b47a1-565b-4db5-b710-2498ddb9be09 https://www.eqs-news.com/news/research/original-research-delignit-ag-von-montega-ag-kaufen/b69b47a1-565b-4db5-b710-2498ddb9be09"  
[X Link](https://x.com/anyuser/status/2013343168465371259)  2026-01-19T20:09Z [---] followers, [--] engagements


"A Quick Look at Hoenle $HNL from A Downside Protection Perspective"  
[X Link](https://x.com/DismAssetBkd/status/2013344693770195445)  2026-01-19T20:15Z [---] followers, [---] engagements


"$Duell Q1'26: The quarter remained soft https://www.youtube.com/watchv=Fqp5slje1bg&t=1213s https://www.youtube.com/watchv=Fqp5slje1bg&t=1213s"  
[X Link](https://x.com/DismAssetBkd/status/2013355780032929987)  2026-01-19T20:59Z [---] followers, [---] engagements


"RT @Discounted38988: $JCTC has a crazy amount of hidden real estate value The company owns a [------] square foot warehouse in Hillsboro OR"  
[X Link](https://x.com/DismAssetBkd/status/2013740543747014694)  2026-01-20T22:28Z [---] followers, [--] engagements


"Wonderful episode https://open.spotify.com/episode/3UYrAKvHYw97qEfTKf0qGasi=Qi0sCQudSFKDxuHDe7oPFg&context=spotify%3Acollection%3Apodcasts%3Aepisodes https://open.spotify.com/episode/3UYrAKvHYw97qEfTKf0qGasi=Qi0sCQudSFKDxuHDe7oPFg&context=spotify%3Acollection%3Apodcasts%3Aepisodes"  
[X Link](https://x.com/DismAssetBkd/status/2013741745012350979)  2026-01-20T22:33Z [---] followers, [---] engagements


"Hidden Champions - Hermann Simon"  
[X Link](https://x.com/DismAssetBkd/status/2013974232485581254)  2026-01-21T13:57Z [---] followers, [---] engagements


"how is Interactive Brokers re trading OTC stocks nowadays never used IB but I remember there were some added issues re OTC stocks a few years ago perhaps not just an IB issue but across the board for several brokers"  
[X Link](https://x.com/DismAssetBkd/status/2013993573239156872)  2026-01-21T15:14Z [---] followers, [---] engagements


"RT @Kreuzmann13: Hello all I shared interview with @NemCapSE who is arguably the best living investor on the planet. He has compounded 50"  
[X Link](https://x.com/DismAssetBkd/status/2014091720657383822)  2026-01-21T21:44Z [---] followers, [--] engagements


"@IJW121 sounds like a plan"  
[X Link](https://x.com/DismAssetBkd/status/1973801548837957646)  2025-10-02T17:25Z [---] followers, [--] engagements


"@PaulGCarter @RagweedCapital did you see the buyout of $SGMA From my point of view they looked both as the "ugly ducklings" of the sector. One got bought out likely due to the ultra low valuation. Do you think something similar could happen to $KTCC what did they see in $SGMA that $KTCC didn't have"  
[X Link](https://x.com/DismAssetBkd/status/1986076532318814528)  2025-11-05T14:21Z [---] followers, [--] engagements


"North American Furniture closing the week strong; an equally weighted index of $HOFT $BSET $FLXS $NTZ $LZB $LEG $MBC $VIRC $DXYN $DII.B $HNI $MLKN $RH $LOVE $ETD is up 2% vs -1% for US small Cap [----]. Still 40% down from the high of 2021"  
[X Link](https://x.com/DismAssetBkd/status/1992537025938129199)  2025-11-23T10:13Z [---] followers, [---] engagements


"Peer Report: The North American Furniture Market 3Q25 $HOFT $BSET $FLXS $NTZ $LZB $LEG $MBC $VIRC $DXYN $DII.B $HNI $MLKN $RH $LOVE $ETD"  
[X Link](https://x.com/DismAssetBkd/status/1993330412202934312)  2025-11-25T14:46Z [---] followers, [---] engagements


"An equally weighted index of North American Furniture players ( $HOFT $BSET $FLXS $NTZ $LZB $LEG $MBC $VIRC $DXYN $DII.B $HNI $MLKN $RH $LOVE $ETD) is down 23% YTD compared to US Small Cap [----] which is up 14%"  
[X Link](https://x.com/DismAssetBkd/status/1995249900578345418)  2025-11-30T21:53Z [---] followers, [---] engagements


"@Kreuzmann13 also had $SGMA in the past. See sub for write-up"  
[X Link](https://x.com/DismAssetBkd/status/1998804998919238006)  2025-12-10T17:20Z [---] followers, [--] engagements


"I think it is interesting if it exists. Or if there is a huge retained loss. says a lot about the history. Just thinking out loud it can likely - generally - be so that if assets are financed with retained earnings it is "older capital" and there is a larger chance that there is hidden values behind them. If they are financed with paid-in capital in full perhaps there is less "forgiveness" into the values (likely more recent assets). but those dynamics could of course be reached from studying the asset side as well. so no not really but I've always had a hunch that there is something"  
[X Link](https://x.com/DismAssetBkd/status/2011376884546777120)  2026-01-14T09:56Z [---] followers, [--] engagements


"Eric Singer - Small-Cap Tech Activist At the helm of Universal Electronics $UEIC"  
[X Link](https://x.com/DismAssetBkd/status/2012972141642211744)  2026-01-18T19:35Z [---] followers, [---] engagements


""The Dinosaur" at Leviticus Partners is a fun read: https://leviticuspartners.com/page_id=36 https://leviticuspartners.com/page_id=36"  
[X Link](https://x.com/DismAssetBkd/status/2013260491636838431)  2026-01-19T14:41Z [---] followers, [---] engagements


"(the third largest shareholder of $UEIC)"  
[X Link](https://x.com/DismAssetBkd/status/2013260554194891083)  2026-01-19T14:41Z [---] followers, [---] engagements


"ah very interesting. thanks for pointing that out it is a name that I like to see on the shareholder list but now I see it 2.2% of the shares - not bad do you have a view on Immersion / Eric Singers position in UEIC or on $UEIC in general doing research now and it seems like an interesting case. https://twitter.com/i/web/status/2013290100205957202 https://twitter.com/i/web/status/2013290100205957202"  
[X Link](https://x.com/DismAssetBkd/status/2013290100205957202)  2026-01-19T16:38Z [---] followers, [--] engagements


"Guerbet $GBT A Stumbling Dividend Aristocrat at an ATL of 0.64x TB A Hidden Champion that has Lost its Footing"  
[X Link](https://x.com/DismAssetBkd/status/2013977695361601915)  2026-01-21T14:11Z [---] followers, [---] engagements


"Trading at 30% of TB After Setbacks Potential Takeover Target and Well-Positioned for Re-Shoring https://open.substack.com/pub/dismissedandassetbacked/p/trading-at-30-of-tb-after-setbacksr=3lpbw3&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false https://open.substack.com/pub/dismissedandassetbacked/p/trading-at-30-of-tb-after-setbacksr=3lpbw3&utm_campaign=post&utm_medium=web&showWelcomeOnShare=false"  
[X Link](https://x.com/DismAssetBkd/status/1983939835095060880)  2025-10-30T16:51Z [---] followers, [---] engagements


"Key Tronic Corp $KTCC"  
[X Link](https://x.com/DismAssetBkd/status/1984341260786942258)  2025-10-31T19:26Z [---] followers, [---] engagements


"Peer report of Western Public Contract Manufacturers: $KTCC $ALCOF $SGMA $TRT $NSYS $KIT $NOTE $HANZA $ICP1V $INISS $SCANFL $KE $LACR $CICN"  
[X Link](https://x.com/DismAssetBkd/status/1984528444840165650)  2025-11-01T07:50Z [---] followers, [---] engagements


"@AskeladdenTX @glbeaty +1 will also look into $BZH a bit more but $LGIH seems like the better horse (although they are quite similar when looking at the numbers). But for example historical valuations and returns are more attractive for $LGIH"  
[X Link](https://x.com/DismAssetBkd/status/1989592581462692127)  2025-11-15T07:13Z [---] followers, [---] engagements


"@RagweedCapital i now understand your thought about $KTCC a bit better"  
[X Link](https://x.com/DismAssetBkd/status/1991576298544910820)  2025-11-20T18:36Z [---] followers, [---] engagements


"German Delignit $DLX a company that develops and manufactures ecological wood-based materials used primarily in the automotive rail and security industries saw its first insider purchase since [----]. 141k by the CEO. Trading at 0.59x TB which is the lowest since 2011"  
[X Link](https://x.com/DismAssetBkd/status/1992866242231927109)  2025-11-24T08:01Z [---] followers, [---] engagements


"@BiiigHorseGuy @marketplunger1 yes $ASIX is an interesting name"  
[X Link](https://x.com/DismAssetBkd/status/1993190441161048337)  2025-11-25T05:30Z [---] followers, [--] engagements


"Key Tronic $KTCC - A Potential Takeover-Target and Well-Positioned for Re-Shoring at 0.27x TB After Setbacks"  
[X Link](https://x.com/DismAssetBkd/status/1994416821441552775)  2025-11-28T14:43Z [---] followers, [---] engagements


"Jewett-Cameron Trading $JCTC - A Net-Net in a Perfect Storm with Hidden Real Estate Values That Just Initiated a Strategic Review"  
[X Link](https://x.com/DismAssetBkd/status/1996229993974698066)  2025-12-03T14:48Z [---] followers, [---] engagements


"Reading up on old Burry write-ups. $JCTC reminds me of how he liked to have a large inactive shareholder in his companies. No doubt fits OCF. _Having a large illiquid stake is catalyst waiting to happen though without guarantees_ https://twitter.com/i/web/status/1996238446428324010 https://twitter.com/i/web/status/1996238446428324010"  
[X Link](https://x.com/DismAssetBkd/status/1996238446428324010)  2025-12-03T15:21Z [---] followers, [---] engagements


"@Kreuzmann13 $KTCC is a potential name"  
[X Link](https://x.com/DismAssetBkd/status/1998080683558961588)  2025-12-08T17:22Z [---] followers, [---] engagements


"Another deal among contract manufacturers; Kitron $KIT buying Deltanordic at c. 1.5x Sales and just shy of 10x EBITDA"  
[X Link](https://x.com/DismAssetBkd/status/1998801354819813569)  2025-12-10T17:05Z [---] followers, [---] engagements


"Further selling pressure from OCF - quite a heavy blanket on $JCTC https://www.otcmarkets.com/filing/conv_pdfid=19014851&guid=g9t-kqPU9SBTwch https://www.otcmarkets.com/filing/conv_pdfid=19014851&guid=g9t-kqPU9SBTwch"  
[X Link](https://x.com/DismAssetBkd/status/2004515347865727276)  2025-12-26T11:31Z [---] followers, [---] engagements


"Further selling from OCF - managements support is getting smaller by the day"  
[X Link](https://x.com/DismAssetBkd/status/2006279238211510581)  2025-12-31T08:20Z [---] followers, [---] engagements


"now down to 838k shares $JCTC"  
[X Link](https://x.com/DismAssetBkd/status/2007400914156695864)  2026-01-03T10:37Z [---] followers, [---] engagements


"Peter Kellogg - Market Maker Trader Financier & Entrepreneur $MERC https://deepvaluechronicles.substack.com/p/peter-kellogg-market-maker-trader https://deepvaluechronicles.substack.com/p/peter-kellogg-market-maker-trader"  
[X Link](https://x.com/DismAssetBkd/status/2008946609967820801)  2026-01-07T16:59Z [---] followers, [---] engagements


"Mercer International $MERC A Highly Leveraged Pulp Producer with Significant Upside if it can Navigate the Next Few Years"  
[X Link](https://x.com/DismAssetBkd/status/2010790450584789492)  2026-01-12T19:06Z [---] followers, [---] engagements


"IG Design Group $IGR $IGR.L getting ready to once again being able to pay dividends. https://www.londonstockexchange.com/news-article/IGR/proposed-capital-reduction-and-notice-of-egm/17414506 https://www.londonstockexchange.com/news-article/IGR/proposed-capital-reduction-and-notice-of-egm/17414506"  
[X Link](https://x.com/DismAssetBkd/status/2011726270036656419)  2026-01-15T09:04Z [---] followers, [---] engagements


"North Media $NORTHM : Update on the securities portfolio https://www.inderes.dk/analyst-comments/north-media-opdatering-pa-vaerdipapirportefoljenutm_source=nordnet&utm_medium=integration https://www.inderes.dk/analyst-comments/north-media-opdatering-pa-vaerdipapirportefoljenutm_source=nordnet&utm_medium=integration"  
[X Link](https://x.com/DismAssetBkd/status/2012093719676088515)  2026-01-16T09:25Z [---] followers, [---] engagements


"The Destruction of Shareholder Value at Jewett-Cameron Accelerates $JCTC https://open.substack.com/pub/terryschumacher/p/the-distruction-of-shareholder-valueutm_campaign=post-expanded-share&utm_medium=web https://open.substack.com/pub/terryschumacher/p/the-distruction-of-shareholder-valueutm_campaign=post-expanded-share&utm_medium=web"  
[X Link](https://x.com/DismAssetBkd/status/2012807143515099630)  2026-01-18T08:39Z [---] followers, [---] engagements


"Jewett-Cameron Cannot Survive Offshore Sourcing of Their Products Is Untenable $JCTC https://terryschumacher.substack.com/p/jewett-cameron-cannot-survive https://terryschumacher.substack.com/p/jewett-cameron-cannot-survive"  
[X Link](https://x.com/DismAssetBkd/status/2012986938899190050)  2026-01-18T20:34Z [---] followers, [---] engagements


"Jewett-Cameron - Something Good Could Still Happen $JCTC Terry's latest post: https://terryschumacher.substack.com/p/jewett-cameron-something-good-could https://terryschumacher.substack.com/p/jewett-cameron-something-good-could"  
[X Link](https://x.com/DismAssetBkd/status/2013716007664209953)  2026-01-20T20:51Z [---] followers, [----] engagements


"@BombardiniCap $209m current assets less $135m total liabilities = $74m NCAV. Mcap $53m. 53/74 = 0.72"  
[X Link](https://x.com/DismAssetBkd/status/2019405291587268686)  2026-02-05T13:38Z [---] followers, [--] engagements


"$CVR $FSI $FONR $FRD $HURC $JCTC $NAII $UFI $CLW"  
[X Link](https://x.com/DismAssetBkd/status/1942294384419967371)  2025-07-07T18:47Z [---] followers, [---] engagements


"@AskeladdenTX @glbeaty but on the $BZH side I haven't found encouraging words like the above highlighted in the $LGIH reports"  
[X Link](https://x.com/DismAssetBkd/status/1989598745214763440)  2025-11-15T07:38Z [---] followers, [---] engagements


"It is interesting to note that both $BZH and $LGIH that are trading around 0.5x TB (and significantly below peers) recently have added some type of protection measures for a change in control. Both companies have quite institution heavy shareholder lists"  
[X Link](https://x.com/DismAssetBkd/status/1990326102401876423)  2025-11-17T07:48Z [---] followers, [---] engagements


"@glbeaty @dfin_pro @AskeladdenTX I found it interesting that the CEO of $BZH in a recent podcast said something along the lines of "would not be able to replicate our current land holdings at close to the levels at which we carry them""  
[X Link](https://x.com/DismAssetBkd/status/1990405005988225367)  2025-11-17T13:01Z [---] followers, [---] engagements


"Peer Report: US Homebuilders 3Q25 $LGIH $BZH $CCS $DHI $HOV $KBH $GRBK $MTH $NVR $PHM $TMHC $TOL $TPH $MHO $LEN"  
[X Link](https://x.com/DismAssetBkd/status/1990449834122420441)  2025-11-17T15:59Z [---] followers, [---] engagements


"@ValleyFallsRI [--] job offers currently - seems quite a lot https://www.indeed.com/cmp/Natural-Alternatives-International https://www.indeed.com/cmp/Natural-Alternatives-International"  
[X Link](https://x.com/DismAssetBkd/status/1990530987663434053)  2025-11-17T21:22Z [---] followers, [---] engagements


"AdvanSix $ASIX - Chemical Cannibal Trading at an ATL of P/TB 0.48x Potential M&A Target and Positioned for Operational Rebound"  
[X Link](https://x.com/DismAssetBkd/status/1990860487857213780)  2025-11-18T19:11Z [---] followers, [----] engagements


"@ValleyFallsRI total employees currently [---] so [--] openings is quite significant. At the top a few years back they had [---] employees. Then sales was $171m and EBIT 8% $NAII"  
[X Link](https://x.com/DismAssetBkd/status/1991047678965223465)  2025-11-19T07:35Z [---] followers, [---] engagements


"@SowingAlphaSeed @finphysnerd @glbeaty what do you find most attractive in $BZH"  
[X Link](https://x.com/DismAssetBkd/status/1991060650307805218)  2025-11-19T08:27Z [---] followers, [--] engagements


"$NAII - Cheapest in its "sector" but also the worst performer. If LeDoux was a willing seller - do you think there could be any interested takers among this group"  
[X Link](https://x.com/DismAssetBkd/status/1991267936745468178)  2025-11-19T22:10Z [---] followers, [---] engagements


"@mark_ledain @trend_bullish have you had a look at $ASIX Decent balance sheet imo"  
[X Link](https://x.com/DismAssetBkd/status/1996297765031428432)  2025-12-03T19:17Z [---] followers, [---] engagements

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