# ![@StocksOddball Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::999420271189671936.png) @StocksOddball Oddball Stocks Newsletter

Oddball Stocks Newsletter posts on X about stocks, $fcnca, $fcncb, $pder the most. They currently have [-----] followers and [---] posts still getting attention that total [--] engagements in the last [--] hours.

### Engagements: [--] [#](/creator/twitter::999420271189671936/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::999420271189671936/c:line/m:interactions.svg)

- [--] Week [-----] +424%
- [--] Month [-----] -99%
- [--] Months [-------] +3,795%
- [--] Year [-------] +462%

### Mentions: [--] [#](/creator/twitter::999420271189671936/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::999420271189671936/c:line/m:posts_active.svg)

- [--] Week [--] -20%
- [--] Month [--] -95%
- [--] Months [---] +560%
- [--] Year [---] +105%

### Followers: [-----] [#](/creator/twitter::999420271189671936/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::999420271189671936/c:line/m:followers.svg)

- [--] Week [-----] +0.33%
- [--] Month [-----] +0.53%
- [--] Months [-----] +2.60%
- [--] Year [-----] +8.10%

### CreatorRank: undefined [#](/creator/twitter::999420271189671936/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::999420271189671936/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  100% [stocks](/list/stocks)  23% [cryptocurrencies](/list/cryptocurrencies)  5% [countries](/list/countries)  1% [automotive brands](/list/automotive-brands)  1%

**Social topic influence**
[stocks](/topic/stocks) 19%, [$fcnca](/topic/$fcnca) 7%, [$fcncb](/topic/$fcncb) 7%, [$pder](/topic/$pder) 6%, [$bkutk](/topic/$bkutk) 4%, [$bvers](/topic/$bvers) 4%, [$mo](/topic/$mo) 4%, [money](/topic/money) 3%, [$fmbl](/topic/$fmbl) 3%, [list](/topic/list) 3%

**Top accounts mentioned or mentioned by**
[@ron284ron](/creator/undefined) [@catahoulavalue](/creator/undefined) [@darkfirecapital](/creator/undefined) [@orrdavid](/creator/undefined) [@riskfull](/creator/undefined) [@vanckzhu](/creator/undefined) [@aureliusltd28](/creator/undefined) [@oddballstocks](/creator/undefined) [@taobanker](/creator/undefined) [@colarion](/creator/undefined) [@chasesfish](/creator/undefined) [@justbankstocks](/creator/undefined) [@corpuscol](/creator/undefined) [@mrneutralman](/creator/undefined) [@ourbank3](/creator/undefined) [@shortbusace](/creator/undefined) [@alluvialcapital](/creator/undefined) [@offtherunbonds](/creator/undefined) [@vulmearj45663](/creator/undefined) [@quietprosperity](/creator/undefined)

**Top assets mentioned**
[First Citizens BancShares, Inc. (FCNCA)](/topic/$fcnca) [Altria Group Inc (MO)](/topic/$mo) [HORIZON KINETICS HOLDING (HKHC)](/topic/horizon-kinetics) [Texas Pacific Land, Corp. (TPL)](/topic/$tpl) [British American Tobacco (BTI)](/topic/$bti) [Energy Transfer, LP. (ET)](/topic/$et) [Bitcoin (BTC)](/topic/bitcoin) [AMREP Corporation (AXR)](/topic/$axr) [Black Stone Minerals, L.P. (BSM)](/topic/$bsm) [New York Community Bancorp, Inc. (NYCB)](/topic/$nycb) [Costco Hot Dog (COST)](/topic/$cost) [Cboe Global Markets, Inc. (CBOE)](/topic/$cboe) [Vixco (VIX)](/topic/$vix) [Aercap Holdings N.V. (AER)](/topic/$aer) [Gelato (GEL)](/topic/$gel) [AZTEC (AZTEC)](/topic/aztec) [Philip Morris International Inc. (PM)](/topic/$pm) [Imperial Oil Limited (IMO)](/topic/$imo) [Diageo plc (DEO)](/topic/$deo) [Lamar Advertising, Co. (LAMR)](/topic/$lamr) [Enterprise Products Partners, LP. (EPD)](/topic/$epd) [Decentral Games ICE (ICE)](/topic/$ice) [CME Group Inc (CME)](/topic/$cme) [Walrus (WAL)](/topic/$wal) [JPMorgan Chase (JPM)](/topic/$jpm) [Eagle Materials, Inc. (EXP)](/topic/$exp)
### Top Social Posts
Top posts by engagements in the last [--] hours

"@QuietProsperity Nice - which ones do you like"  
[X Link](https://x.com/StocksOddball/status/2016223033091096797)  2026-01-27T18:53Z [----] followers, [---] engagements


"@Ron284Ron @eriksen_tim Hello Ronbo Not sure whether a $CIBH shoutout is a good thing"  
[X Link](https://x.com/StocksOddball/status/2019527411394838736)  2026-02-05T21:43Z [----] followers, [---] engagements


"@Bonhoeffer_KDS @yesandnotyes @BryanGreenbaum This is such a good thread. Horizon Kinetics likes mineral royalties but never coal so they missed out on $NRP. (And its not a steel issue. they love the Mesabi iron ore trust.) When they like something they seem to like it at any price like $TPL and Bitcoin"  
[X Link](https://x.com/StocksOddball/status/2013325101165625711)  2026-01-19T18:58Z [----] followers, [---] engagements


"What's up with Horizon Kinetics' $JAPN "Japan Owner Operator ETF" Down 7% YTD while $EWJ is up 13%"  
[X Link](https://x.com/StocksOddball/status/2020988808305770537)  2026-02-09T22:30Z [----] followers, [----] engagements


"@OurBank3 $TDCB will give them a run for the money"  
[X Link](https://x.com/StocksOddball/status/1549477972519706624)  2022-07-19T19:35Z [----] followers, [--] engagements


"@OurBank3 $BKUTK and $FMBL big securities losses as well"  
[X Link](https://x.com/StocksOddball/status/1549478069093613569)  2022-07-19T19:35Z [----] followers, [--] engagements


"@TuutaC @Ron284Ron Just in one quarter Or Q1 + Q2"  
[X Link](https://x.com/StocksOddball/status/1549944152426565633)  2022-07-21T02:27Z [----] followers, [--] engagements


"Something funny in the $SRNN annual report. See if you can catch what we mean"  
[X Link](https://x.com/StocksOddball/status/1585738194473013249)  2022-10-27T21:00Z [----] followers, [--] engagements


"@galumay Right a 15% decline in $SRNN shareholder equity doesnt seem like a nice return to us"  
[X Link](https://x.com/StocksOddball/status/1585768345441222656)  2022-10-27T23:00Z [----] followers, [--] engagements


"@FredCam53180687 @afermy You guys need to look at Schedule RC-B - Securities (page [--] of the call report). The held to maturity securities are on the books at $1.15 billion but the fair value is only $1.05 billion as of 9/30. The book value is thus $100 million less than stated"  
[X Link](https://x.com/StocksOddball/status/1586077998318440448)  2022-10-28T19:30Z [----] followers, [--] engagements


"@FredCam53180687 @PhilTimyan @OurBank3 Could always ask for the shareholder list"  
[X Link](https://x.com/StocksOddball/status/1636098964050296832)  2023-03-15T20:16Z [----] followers, [---] engagements


"@vanckzhu What do you like in energy"  
[X Link](https://x.com/StocksOddball/status/1650883426436927495)  2023-04-25T15:24Z [----] followers, [---] engagements


"@rhunterh @kingdomcapadv @gus_finknottle You might like Oddball Stocks Newsletter. We write about land and mineral plays such as $AZLCZ $AXR $KEWL $BSM $PDER $BWEL $TPL $WRLC as well as others you dont have on your list"  
[X Link](https://x.com/StocksOddball/status/1650963794116632576)  2023-04-25T20:43Z [----] followers, [----] engagements


"@Ron284Ron no report from $BVERS"  
[X Link](https://x.com/StocksOddball/status/1652067216031100928)  2023-04-28T21:48Z [----] followers, [---] engagements


"@OtterMarket @oscarazocar50 Well I think you are talking about $SENEA and the other one would be $HNFSA. N=2"  
[X Link](https://x.com/StocksOddball/status/1695955116652892648)  2023-08-28T00:23Z [----] followers, [---] engagements


"@DarkfireCapital @Ron284Ron @oddballstocks This was our concluding thought on $KCLI in our Issue 30:"  
[X Link](https://x.com/StocksOddball/status/1717959089760997624)  2023-10-27T17:38Z [----] followers, [---] engagements


"@gatorcapital Want to publish in Oddball Stocks Newsletter We are interested in $FCNCA (and $FCNCB). cc: @Catahoula_Value"  
[X Link](https://x.com/StocksOddball/status/1724499379615412663)  2023-11-14T18:47Z [----] followers, [---] engagements


"@orrdavid $BTI $MO"  
[X Link](https://x.com/StocksOddball/status/1733724819932479695)  2023-12-10T05:46Z [----] followers, [---] engagements


"@taobanker @natstewart5 DEO seems interesting"  
[X Link](https://x.com/StocksOddball/status/1740116662266028367)  2023-12-27T21:05Z [----] followers, [---] engagements


"We just published Issue [--] of the Oddball Stocks Newsletter with guest contributions from @Catahoula_Value and @kingdomcapadv. In this Issue we talk about $NLOP $FRPH $NYCB $COST $FCNCB. and others"  
[X Link](https://x.com/StocksOddball/status/1753132417928605841)  2024-02-01T19:05Z [----] followers, [----] engagements


"@Aureliusltd28 p.s. $FIEB actually seems interesting. feel free to DM"  
[X Link](https://x.com/StocksOddball/status/1761498559751553234)  2024-02-24T21:09Z [----] followers, [---] engagements


"@Aureliusltd28 The really spooky thing was that the $UNIF CEO was sacked with no explanation https://www.otcmarkets.com/stock/unif/news/UniBank-Names-Stephanie-Yoon-Interim-CEOid=429464 https://www.otcmarkets.com/stock/unif/news/UniBank-Names-Stephanie-Yoon-Interim-CEOid=429464"  
[X Link](https://x.com/StocksOddball/status/1761499592133382291)  2024-02-24T21:13Z [----] followers, [---] engagements


"@colarion FYI our guest writer @Catahoula_Value has written great coverage of $FCNCA and $FCNCB. This was in 2020:"  
[X Link](https://x.com/StocksOddball/status/1767365448193265672)  2024-03-12T01:42Z [----] followers, [----] engagements


"@colarion @Catahoula_Value Here's what we said in the most recent Issue of Oddball Stocks Newsletter about $FCNCA / $FCNCB:"  
[X Link](https://x.com/StocksOddball/status/1767365695292215466)  2024-03-12T01:43Z [----] followers, [---] engagements


"@DividendMaster $CBOE hit an ATH a few weeks ago. $VIX"  
[X Link](https://x.com/StocksOddball/status/1768368268254093722)  2024-03-14T20:07Z [----] followers, [--] engagements


"We just published Issue [--] of the Oddball Stocks Newsletter This Issue features Aztec Land and Cattle Co. $AZLCZ plus coverage of multifamily REITs $ALCO $AER coal producers mineral royalty partnerships $NRP $GEL Canadian oil sands midstream companies. and more"  
[X Link](https://x.com/StocksOddball/status/1774216375604769163)  2024-03-30T23:25Z [----] followers, [----] engagements


"$PM is a "currency adjusting global shitco". $MO and $BTI are even worse @heartof_thesea It's terrible how this gem is now part of a global shitco 'currency adjusting' anything they publish. Will be interesting if $BATS gets approval for scandi Velo though it's much better. @heartof_thesea It's terrible how this gem is now part of a global shitco 'currency adjusting' anything they publish. Will be interesting if $BATS gets approval for scandi Velo though it's much better"  
[X Link](https://x.com/StocksOddball/status/1782852392612163936)  2024-04-23T19:21Z [----] followers, [----] engagements


"@lhamtil @ChrisPavese Here's what we were saying in Oddball Stocks Newsletter one year ago (Issue 46) about $MO cigarette results:"  
[X Link](https://x.com/StocksOddball/status/1800945030888145275)  2024-06-12T17:35Z [----] followers, [---] engagements


"@BryanGreenbaum @DarkfireCapital Do you mean Beaver Coal $BVERS Except it's a partnership not a trust"  
[X Link](https://x.com/StocksOddball/status/1811041139484496011)  2024-07-10T14:13Z [----] followers, [---] engagements


"@chasesfish @JustBankStocks Which community banks are you buying"  
[X Link](https://x.com/StocksOddball/status/1815838488362950720)  2024-07-23T19:56Z [----] followers, [--] engagements


"@vanckzhu $IMO cannibal https://www.macrotrends.net/stocks/charts/IMO/imperial-oil/shares-outstanding https://www.macrotrends.net/stocks/charts/IMO/imperial-oil/shares-outstanding"  
[X Link](https://x.com/StocksOddball/status/1821194666127323551)  2024-08-07T14:40Z [----] followers, [---] engagements


"@orrdavid I'm very interested in [----] vs [----] (five year) comparisons. There was a 25% currency devaluation from pandemic money printing. Did EPS rise by at least 25%"  
[X Link](https://x.com/StocksOddball/status/1821961223501689204)  2024-08-09T17:26Z [----] followers, [---] engagements


"@orrdavid $LAMR CFO/share rose 51% from 1H [----] to 1H [----]. $DEO FCF/share *fell*. I think by about 23% for the year ended Jun [----] vs Jun 2019"  
[X Link](https://x.com/StocksOddball/status/1821963442359882091)  2024-08-09T17:35Z [----] followers, [---] engagements


"@gus_finknottle Imagine if they had proved the concept and then sold each play to a major for stock (and retaining a royalty interest)"  
[X Link](https://x.com/StocksOddball/status/1847002739060232701)  2024-10-17T19:52Z [----] followers, [--] engagements


"@vanckzhu @sjoerds78 @DarkfireCapital @Ron284Ron What are we buying"  
[X Link](https://x.com/StocksOddball/status/1854974225519419749)  2024-11-08T19:48Z [----] followers, [---] engagements


"@jamllc Don't forget $SBNC with significant holdings of $FCNCA $FCNCB and $FCNCA hitting all time high today"  
[X Link](https://x.com/StocksOddball/status/1859734215023370654)  2024-11-21T23:02Z [----] followers, [---] engagements


"@indianndon @MLPguy $EPD $ET"  
[X Link](https://x.com/StocksOddball/status/1861212399476380012)  2024-11-26T00:56Z [----] followers, [---] engagements


"@SirBaby6 $SBNC has significant NIB deposits and the big stake in $FCNCA / $FCNCB"  
[X Link](https://x.com/StocksOddball/status/1862545815446622463)  2024-11-29T17:15Z [----] followers, [---] engagements


"@CorpusCol @Aureliusltd28 @VijarKohli @AsifSuria @oddballstocks @colarion @Catahoula_Value @PhilTimyan @Ron284Ron Well look at $FCNCA vs $FCNCB. Big spread for two securities with the same economic interest though the OTC-listed one is less liquid"  
[X Link](https://x.com/StocksOddball/status/1863680225084613111)  2024-12-02T20:22Z [----] followers, [---] engagements


"@Ron284Ron Seems like $FRSB got a great deal at 6.5%"  
[X Link](https://x.com/StocksOddball/status/1865132996786881006)  2024-12-06T20:35Z [----] followers, [--] engagements


"@vanckzhu @Mr_Neutral_Man $OTCM has a problem that all the best companies uplist. own $ICE or $CME instead"  
[X Link](https://x.com/StocksOddball/status/1871579070552797449)  2024-12-24T15:29Z [----] followers, [---] engagements


"@Pokeyd90 $PBAM's investor presentation has a chart of assets per full time employee (over $10mm). Don't see many crappy banks doing that"  
[X Link](https://x.com/StocksOddball/status/1895155855802458483)  2025-02-27T16:55Z [----] followers, [---] engagements


"@Baup0stGOAT What looks good"  
[X Link](https://x.com/StocksOddball/status/1906751839644819640)  2025-03-31T16:53Z [----] followers, [---] engagements


"For those interested in Hershey Creamery $HRCR a shareholder activist (Minerva [----] owns 34%) is making two stockholder proposals at the upcoming annual meeting on April 29th. DM us if you'd like to know more"  
[X Link](https://x.com/StocksOddball/status/1912588244749021214)  2025-04-16T19:25Z [----] followers, [----] engagements


"@Tommylegendd @valuations_ Have you looked at $MO"  
[X Link](https://x.com/StocksOddball/status/1917320865579950570)  2025-04-29T20:51Z [----] followers, [--] engagements


"@psyopcapital Not great for $OTCM that successful companies eventually graduate from their platform"  
[X Link](https://x.com/StocksOddball/status/1935805457962267002)  2025-06-19T21:02Z [----] followers, [----] engagements


"@colarion @Catahoula_Value @SirBaby6 Bearish $OTCM"  
[X Link](https://x.com/StocksOddball/status/1942762090504282542)  2025-07-09T01:45Z [----] followers, [---] engagements


"@_riskFULL Disappointed that $PDER did not sell its timber tract. Very likely would have been better to sell surface timber and repurchase shares. Increase mineral FCF/share. https://x.com/leevalueroach/status/1886847090510246000 I think $PDER can sell these [-----] acres of timberland they recently listed for $1500-2000 per acre. This could result in $65-108 million in pre-tax proceeds. Timberland segment only generates $3mm of OI. The EV would drop substantially and could trade under 3.0x EV/EBITDA https://t.co/UvYwAHBcdr https://x.com/leevalueroach/status/1886847090510246000 I think $PDER"  
[X Link](https://x.com/StocksOddball/status/1965166243629203507)  2025-09-08T21:31Z [----] followers, [---] engagements


"@onebeggar @taobanker $FRPH total return is pretty weak compared with other aggregates companies"  
[X Link](https://x.com/StocksOddball/status/1968086605497086400)  2025-09-16T22:56Z [----] followers, [---] engagements


"@CorpusCol @Empty_America @shagbark_hick $BKUTK"  
[X Link](https://x.com/StocksOddball/status/1968322565858111627)  2025-09-17T14:34Z [----] followers, [--] engagements


"@boujee_banker Highlights"  
[X Link](https://x.com/StocksOddball/status/1972814210569765195)  2025-09-30T00:02Z [----] followers, [---] engagements


"@CorpusCol @rcbice $WAL and $FCNCA are big in NDFI loans. 22% of total loans"  
[X Link](https://x.com/StocksOddball/status/1976049765461983630)  2025-10-08T22:19Z [----] followers, [---] engagements


"@shortbus_ace @chasesfish Pretty much *every* place you'd want to live in the land is worth more than the structure. Otherwise you live in a brand new tract home in an exurb"  
[X Link](https://x.com/StocksOddball/status/1977452138470207891)  2025-10-12T19:11Z [----] followers, [--] engagements


"@shortbus_ace @chasesfish Or you are the new money moving into in an infill (teardown) in a blue chip neighborhood"  
[X Link](https://x.com/StocksOddball/status/1977453458463904012)  2025-10-12T19:16Z [----] followers, [--] engagements


"Great question. @MaxfieldOnBanks do you know Does anyone have examples of bank [---] baggers & what percentage of the increase was organic versus due to M&A TIA. Does anyone have examples of bank [---] baggers & what percentage of the increase was organic versus due to M&A TIA"  
[X Link](https://x.com/StocksOddball/status/1977490617493254630)  2025-10-12T21:44Z [----] followers, [----] engagements


"@MaxfieldOnBanks @Bonhoeffer_KDS $JPM is 300x total return"  
[X Link](https://x.com/StocksOddball/status/1977498032779440614)  2025-10-12T22:14Z [----] followers, [---] engagements


"@vanckzhu Any Subaru $7270"  
[X Link](https://x.com/StocksOddball/status/1982818644108194110)  2025-10-27T14:36Z [----] followers, [---] engagements


"@Ron284Ron $FSUN really tanking"  
[X Link](https://x.com/StocksOddball/status/1983198417024405973)  2025-10-28T15:45Z [----] followers, [---] engagements


"@JustBankStocks Did you like $FSUN before"  
[X Link](https://x.com/StocksOddball/status/1983208274997477598)  2025-10-28T16:24Z [----] followers, [---] engagements


"@JustBankStocks for $FSUN prior to merger"  
[X Link](https://x.com/StocksOddball/status/1983545278453129431)  2025-10-29T14:43Z [----] followers, [---] engagements


"@JustBankStocks 30-89 PD jumped to 5.69%"  
[X Link](https://x.com/StocksOddball/status/1983741257173364904)  2025-10-30T03:42Z [----] followers, [---] engagements


"@TobaccoVeggie @Mr_Neutral_Man @FromWhiteCastle Well it ought to. if they get any kind of a return on the "growth" capex from the past few years and they cut "growth" capex by $2B/yr then FCF should be several billion bigger annually"  
[X Link](https://x.com/StocksOddball/status/1984285424697930009)  2025-10-31T15:44Z [----] followers, [---] engagements


"@taobanker Imagine if they'd sold FCNCA to buy back their own shares when they were cheaper"  
[X Link](https://x.com/StocksOddball/status/1985745562550120458)  2025-11-04T16:26Z [----] followers, [--] engagements


"@crowdturtle They mentioned that they want complete debt payoff PLUS a cash reserve of $30 million before increasing the distribution. That pushes it out by about a quarter"  
[X Link](https://x.com/StocksOddball/status/1985749013136892395)  2025-11-04T16:40Z [----] followers, [---] engagements


"@DarkfireCapital @_riskFULL Imagine slowing down your surface sale & coal royalties - share repurchases flywheel with stupidity like this:"  
[X Link](https://x.com/StocksOddball/status/1985782418503319660)  2025-11-04T18:53Z [----] followers, [---] engagements


"@DarkfireCapital @_riskFULL Directors and officers of $PDER only own 9.4%. How long can this persist"  
[X Link](https://x.com/StocksOddball/status/1985785285574344928)  2025-11-04T19:04Z [----] followers, [---] engagements


"@chasesfish @4thPillar_ Stilwell was given permission to go to 19.99% of $IROQ and got the bank sold"  
[X Link](https://x.com/StocksOddball/status/1986521215570530465)  2025-11-06T19:49Z [----] followers, [--] engagements


"@QuietProsperity $IWM has all the companies that private equity doesn't want"  
[X Link](https://x.com/StocksOddball/status/1986562181111132425)  2025-11-06T22:31Z [----] followers, [---] engagements


"@metzger_ri24956 @trend_bullish I guess it depends on your oil price assumption. What is oil price going to be when Petrobras CNQ etc. are done expanding production"  
[X Link](https://x.com/StocksOddball/status/1989406261067354210)  2025-11-14T18:53Z [----] followers, [--] engagements


"@FocusedCompound @JohnHuber72 The most despondent earnings call"  
[X Link](https://x.com/StocksOddball/status/1989513771677880566)  2025-11-15T02:00Z [----] followers, [---] engagements


"@shortbus_ace Inefficient banks compensate by taking more duration and credit risk"  
[X Link](https://x.com/StocksOddball/status/1991229227941708129)  2025-11-19T19:36Z [----] followers, [---] engagements


"@Mr_Neutral_Man How do REITs do in a recession Higher because rates lower Or lower because rents and NOI drop"  
[X Link](https://x.com/StocksOddball/status/1991657675822956836)  2025-11-20T23:59Z [----] followers, [----] engagements


"@TimelessCpnd @Invesquotes @WTCM3 This is great: "On July [--] [----] we issued $750.0 million aggregate principal amount of 2.500% senior notes due July [----] (the 2.500% Senior Unsecured Notes)." $EXP"  
[X Link](https://x.com/StocksOddball/status/2002149918702498073)  2025-12-19T22:51Z [----] followers, [--] engagements


"@James_Duade @MillonariosAnon Its weird that they own this and not any of the much cheaper metallurgical coal royalty companies that are also more diversified with multiple mines and operators"  
[X Link](https://x.com/StocksOddball/status/2006214677525942466)  2025-12-31T04:03Z [----] followers, [--] engagements


"@marginofdanger @MarioGabelli You don't think Starlink is a concern"  
[X Link](https://x.com/StocksOddball/status/2014404430825980087)  2026-01-22T18:26Z [----] followers, [---] engagements


"@ValueStalker $BCOW what's going on"  
[X Link](https://x.com/StocksOddball/status/1958545751828750466)  2025-08-21T15:04Z [----] followers, [---] engagements


"@_riskFULL @DarkfireCapital $MUEL: "They dropped low ROIC subsidiaries and focused on the most profitable segments""  
[X Link](https://x.com/StocksOddball/status/1989432876807676374)  2025-11-14T20:38Z [----] followers, [---] engagements


""The self-storage industry is in trouble. This data shows why." $LAACZ $OJOC $UHAL https://media.thinknum.com/articles/the-self-storage-industry-is-in-trouble-this-data-shows-why/ https://media.thinknum.com/articles/the-self-storage-industry-is-in-trouble-this-data-shows-why/"  
[X Link](https://x.com/StocksOddball/status/1254842755315953667)  2020-04-27T18:40Z [----] followers, [--] engagements


"@alluvialcapital @orrdavid We highlighted the lack of free cash generation at $FSCR in Issue [--] of the Oddball Stocks Newsletter (cc: @StocksOddball @Catahoula_Value @Ron284Ron @offtherunbonds):"  
[X Link](https://x.com/StocksOddball/status/1573037035518050306)  2022-09-22T19:50Z [----] followers, [--] engagements


"@thepupil11 @alluvialcapital @orrdavid @Catahoula_Value @Ron284Ron @offtherunbonds @oddballstocks And @alluvialcapital nailed it as well in the comments with EV/gross margin metric:"  
[X Link](https://x.com/StocksOddball/status/1573046320360980480)  2022-09-22T20:27Z [----] followers, [--] engagements


"@thepupil11 @alluvialcapital @orrdavid @Catahoula_Value @Ron284Ron @offtherunbonds @oddballstocks Really interesting about $FSCR corporate governance. Where have we heard this before"  
[X Link](https://x.com/StocksOddball/status/1573046728281858049)  2022-09-22T20:29Z [----] followers, [--] engagements


"@Suicide95518428 Seeing lots of capex creep at midstream co's. Except $SOBO which is happy to just own the Keystone pipeline"  
[X Link](https://x.com/StocksOddball/status/1953525263381250087)  2025-08-07T18:34Z [----] followers, [---] engagements


"@buckorama1 Wow only 90% of tangible book. $BFIN $FFBC"  
[X Link](https://x.com/StocksOddball/status/1955008391195267308)  2025-08-11T20:48Z [----] followers, [---] engagements


"@Schornack We're wary of any banks that went long during the lows"  
[X Link](https://x.com/StocksOddball/status/1963964964613616048)  2025-09-05T13:58Z [----] followers, [---] engagements


"@Schornack Here's what we said about $FMBL five years ago August 2020:"  
[X Link](https://x.com/StocksOddball/status/1963965589292265736)  2025-09-05T14:00Z [----] followers, [---] engagements


"@_riskFULL Wow - tell us more"  
[X Link](https://x.com/StocksOddball/status/1965164707637330267)  2025-09-08T21:25Z [----] followers, [---] engagements


"@_riskFULL $BVERS has a pure sense of mission. A non-operating land lessor. $PDER would benefit from focus as well as better control of SG&A"  
[X Link](https://x.com/StocksOddball/status/1965166047209947181)  2025-09-08T21:31Z [----] followers, [---] engagements


"@CorpusCol @Ron284Ron $FFIN was a good example"  
[X Link](https://x.com/StocksOddball/status/1981498891490251243)  2025-10-23T23:12Z [----] followers, [---] engagements


"@attackonelef Asahi Group Holdings Ltd. (2502.T)"  
[X Link](https://x.com/StocksOddball/status/2011900014675767546)  2026-01-15T20:35Z [----] followers, [--] engagements


"@FishtownCap @Mr_Neutral_Man $KMI was up 5% after earnings surprised $ET isn't up more"  
[X Link](https://x.com/StocksOddball/status/2014787759882567786)  2026-01-23T19:50Z [----] followers, [---] engagements


"@Greenbackd Also means the miners would be at peak profitability right now"  
[X Link](https://x.com/StocksOddball/status/2017825644462383432)  2026-02-01T05:01Z [----] followers, [--] engagements


"Bank of Utica Results for Q1 [----] $BKUT $BKUTK http://www.oddballstocks.com/2020/05/bank-of-utica-results-for-q1-2020.html http://www.oddballstocks.com/2020/05/bank-of-utica-results-for-q1-2020.html"  
[X Link](https://x.com/StocksOddball/status/1261027166810038272)  2020-05-14T20:14Z [----] followers, [--] engagements


"DuArt Film Laboratories and "The Biggest Mensch in the Business" Irwin Young $DAFL http://www.oddballstocks.com/2022/02/duart-film-laboratories-and-biggest.html http://www.oddballstocks.com/2022/02/duart-film-laboratories-and-biggest.html"  
[X Link](https://x.com/StocksOddball/status/1497695851455516673)  2022-02-26T22:11Z [----] followers, [--] engagements


"Bank of Utica - [----] Annual Report and Shareholder Meeting Details $BKUT $BKUTK http://www.oddballstocks.com/2022/02/bank-of-utica-2021-annual-report-and.html http://www.oddballstocks.com/2022/02/bank-of-utica-2021-annual-report-and.html"  
[X Link](https://x.com/StocksOddball/status/1497695852885790721)  2022-02-26T22:11Z [----] followers, [--] engagements


"@Aureliusltd28 Awesome list. Total rogue's gallery. $BKUT $FMBL lol mysterious sudden NPA increase at $UNIF"  
[X Link](https://x.com/StocksOddball/status/1761497831112839485)  2024-02-24T21:06Z [----] followers, [---] engagements


"@Aureliusltd28 What does this look like if you restrict to the larger more liquid banks e.g. market cap above a billion $ or so"  
[X Link](https://x.com/StocksOddball/status/1761498455330172991)  2024-02-24T21:08Z [----] followers, [---] engagements


"We wrote about $FIEB in Issue [--] of the Newsletter (Nov 2020) when it was trading for $4.80. Just sold for $22.71 which is $27.48 adjusted for 10% stock dividends in [----] and [----]. Also paid $1 per share cash divs in [----] [----] and [----]. That's about 6.5x total return"  
[X Link](https://x.com/StocksOddball/status/1901654956303888459)  2025-03-17T15:20Z [----] followers, [----] engagements


"@VulmearJ45663 @DAntarktis @leevalueroach Also: $AVOA $BLMC $BVERS $PDER $WRLC"  
[X Link](https://x.com/StocksOddball/status/1936840710822805588)  2025-06-22T17:36Z [----] followers, [---] engagements


"@Stephen11198316 @JeffKDavis1 @TimyanBankAlert Guessing some of the loans weren't worth the price they were marked. Remember they had $5 billion of CRE loans at a 4.15% yield"  
[X Link](https://x.com/StocksOddball/status/1982947188042088502)  2025-10-27T23:07Z [----] followers, [--] engagements


"@VulmearJ45663 @taobanker $PDER"  
[X Link](https://x.com/StocksOddball/status/2007247473501462558)  2026-01-03T00:27Z [----] followers, [---] engagements

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