#  @alexbossert Alex Bossert Alex Bossert posts on X about $skyh, $czbs, $boc, $sodi the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::441521246/interactions)  - [--] Week [------] -51% - [--] Month [------] +145% - [--] Months [-------] +552% - [--] Year [-------] -36% ### Mentions: [--] [#](/creator/twitter::441521246/posts_active)  - [--] Week [--] +4.20% - [--] Month [--] +70% - [--] Months [---] +320% - [--] Year [---] +13% ### Followers: [-----] [#](/creator/twitter::441521246/followers)  - [--] Week [-----] +0.05% - [--] Month [-----] +0.20% - [--] Months [-----] +4.90% - [--] Year [-----] +7% ### CreatorRank: [---------] [#](/creator/twitter::441521246/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) 31% [stocks](/list/stocks) 19% [countries](/list/countries) 4% [cryptocurrencies](/list/cryptocurrencies) 2% [social networks](/list/social-networks) 1% [technology brands](/list/technology-brands) 1% [exchanges](/list/exchanges) 1% [travel destinations](/list/travel-destinations) 1% **Social topic influence** [$skyh](/topic/$skyh) #1, [$czbs](/topic/$czbs) 18%, [$boc](/topic/$boc) 16%, [$sodi](/topic/$sodi) #2, [$djco](/topic/$djco) 12%, [$camb](/topic/$camb) 11%, [business](/topic/business) 9%, [acquisition](/topic/acquisition) 6%, [in the](/topic/in-the) 6%, [investment](/topic/investment) 5% **Top accounts mentioned or mentioned by** [@whithuguley](/creator/undefined) [@cdnvalueinvestr](/creator/undefined) [@kab604](/creator/undefined) [@berkelkip](/creator/undefined) [@loneoakinv](/creator/undefined) [@seekingalpha](/creator/undefined) [@puppyeh1](/creator/undefined) [@ajbutton2](/creator/undefined) [@ajbpowell](/creator/undefined) [@preakness03](/creator/undefined) [@coinvestorclub1](/creator/undefined) [@motortradermag](/creator/undefined) [@cardealermag](/creator/undefined) [@philipnauto](/creator/undefined) [@jrrbatchelor](/creator/undefined) [@amchatter](/creator/undefined) [@sharpetom](/creator/undefined) [@duncanmacinnes8](/creator/undefined) [@eriksentim](/creator/undefined) [@dirtcheapstocks](/creator/undefined) **Top assets mentioned** [Boston Omaha Corporation (BOC)](/topic/$boc) [Raytheon Technologies Corp (RTX)](/topic/$rtx) [DNP Select Income Fund Inc. (DNP)](/topic/$dnp) [Prom (PROM)](/topic/$prom) ### Top Social Posts Top posts by engagements in the last [--] hours "What a week for Solitron Devices $SODI Two major catalysts are converging: [--]. $SODI just confirmed inbound acquisition interest + an ALL-TIME HIGH backlog. [--]. Largest customer $RTX just signed a landmark 7-year agreement with the DOD. The downstream impact for $SODI is huge: Standard Missile-6 (SM-6): - Production target: 4x INCREASE (125 to 500+ /yr) - This is a Top [--] Program for Solitron. AMRAAM: - Target: 1900+ /yr (Historically high levels) - Production has already doubled since [----]. - This is Solitron's largest program Demand for [--] of Solitron's [--] top programs is locked in for years." [X Link](https://x.com/alexbossert/status/2019120522676887910) 2026-02-04T18:47Z [----] followers, [----] engagements "Sources: SEC Filing: RTX https://www.rtx.com/news/news-center/2026/02/04/rtxs-raytheon-partners-with-department-of-war-on-five-landmark-agreements-to-exp https://www.sec.gov/Archives/edgar/data/91668/000143774926002816/ex_915105.htm https://www.rtx.com/news/news-center/2026/02/04/rtxs-raytheon-partners-with-department-of-war-on-five-landmark-agreements-to-exp https://www.sec.gov/Archives/edgar/data/91668/000143774926002816/ex_915105.htm" [X Link](https://x.com/alexbossert/status/2019120862331564530) 2026-02-04T18:48Z [----] followers, [---] engagements "Link: https://www.sec.gov/Archives/edgar/data/1823587/000143774926002440/ex_914132.htm https://www.sec.gov/Archives/edgar/data/1823587/000143774926002440/ex_914132.htm" [X Link](https://x.com/alexbossert/status/2020139914684235842) 2026-02-07T14:17Z [----] followers, [----] engagements "$SODI Solitron Devices In the last [--] months foreign governments have ordered (or requested permission from the US to order) [----] AMRAAM missiles: Japan: [----] Germany: [---] Lithuania: [--] Denmark: [--] Norway: [---] Sweden: [---] Taiwan: [---] Ukraine: [---] Source: This excludes any US military orders which typically average [---] per year. The current annual production rate by Raytheon is only [----] per year. Demand for AMRAAMs is very strong and this is not reflected in current production (and revenue) levels. AMRAAM is Solitron's largest program. I estimate it makes up about $4m of sales annually for" [X Link](https://x.com/alexbossert/status/1880599456439251212) 2025-01-18T12:53Z [----] followers, [----] engagements "$SODI "The US Air Force's Unfunded Priorities List (UPL) recently shared with Congress requests an additional $738 Million for expanding the production capacity of the AIM-120 #AMRAAM from the current [----] missiles / year to [----] missiles per year by FY2028." https://x.com/AirPowerNEW1/status/1942895829192159634 https://x.com/AirPowerNEW1/status/1942895829192159634" [X Link](https://x.com/alexbossert/status/1942961313300328619) 2025-07-09T14:57Z [----] followers, [----] engagements "Great news for $SODI The US Air Force's Unfunded Priorities List (UPL) recently shared with Congress requests an additional $738 Million for expanding the production capacity of the AIM-120 #AMRAAM from the current [----] missiles / year to [----] missiles per year by FY2028. Via @BreakingDefense 🔗👇 https://t.co/azF4cNMKYi The US Air Force's Unfunded Priorities List (UPL) recently shared with Congress requests an additional $738 Million for expanding the production capacity of the AIM-120 #AMRAAM from the current [----] missiles / year to [----] missiles per year by FY2028. Via @BreakingDefense" [X Link](https://x.com/alexbossert/status/1942963888993021977) 2025-07-09T15:07Z [----] followers, [----] engagements "Solitron Devices $SODI reported a surge in new bookings: "Bookings in the fiscal [----] third quarter to date are approximately $13.8 million as compared to approximately $8.0 million in the fiscal [----] third quarter. Bookings in the first nine months of fiscal [----] to date are approximately $20.9 million as compared to approximately $11.8 million in the first nine months of fiscal [----]. Backlog as of today for the fiscal year [----] was approximately $29.0 million as compared to approximately $12.3 million as of November [--] [----] for fiscal year 2025." Solitron Devices $SODI announces fiscal Q3" [X Link](https://x.com/alexbossert/status/1986445115871649960) 2025-11-06T14:46Z [----] followers, [----] engagements "SM-6 is one of the top three programs for Solitron Devices $SODI and this order is enormous equivalent to roughly [---] of the entire annual missile production for SM-6. The U.S. Department of State has approved the possible Foreign Military Sale of [---] Standard Missile [--] (SM-6) Block I and [---] Standard Missile [--] (SM-2) Block IIIC and related equipment to Germany in a deal worth an estimated $3.5 Billion. https://t.co/1upyApWqpi The U.S. Department of State has approved the possible Foreign Military Sale of [---] Standard Missile [--] (SM-6) Block I and [---] Standard Missile [--] (SM-2) Block IIIC and" [X Link](https://x.com/alexbossert/status/1989679524779553273) 2025-11-15T12:58Z [----] followers, [----] engagements "RT @ohcapideas: $DJCO has done really well since late October - from $375/share to $565/share. Curiously even though shares have pulled" [X Link](https://x.com/alexbossert/status/2021388523023237149) 2026-02-11T00:59Z [----] followers, [--] engagements "RT @CDNValueInvestr: 🔥💯 See archives for full overview of what $SODI Solitron is and its history. So long solitron" [X Link](https://x.com/alexbossert/status/2021388880453206513) 2026-02-11T01:00Z [----] followers, [--] engagements "Sky Harbour $SKYH just locked down $450M in capital ($150M in Series [----] Bonds and the $300M JPM facility) at a weighted all-in rate of 5.15%. Once deployed at a 13%+ yield that generates $59M in annual NOI. At a conservative 6% cap thats $975M in value. Subtract the debt and youve got $525M in value creationroughly $6+ per share. The markets reaction Dead silence. Its wild" [X Link](https://x.com/alexbossert/status/2020139849232048176) 2026-02-07T14:17Z [----] followers, [----] engagements "The next [--] years will be eventful for Sky Harbour $SKYH. Heres the current development pipeline for new hangar campuses/phases expected to open: [----] Openings OPF (Miami) Phase II Q2 [----] (3 hangars 112k sq ft) BDL (Hartford) Phase I Q4 [----] (3 hangars 107k sq ft) [----] Openings ADS (Dallas) Phase II Q1 [----] (4 hangars 108k sq ft) SLC (Salt Lake City) Phase I Q1 [----] (4 hangars 172k sq ft) DVT (Phoenix) Phase II Q2 [----] (6 hangars 133k sq ft) ORL (Orlando) Phase I Q2 [----] (3 hangars 134k sq ft) IAD (Dulles) Phase I Q3 [----] (4 hangars 172k sq ft) POU (Hudson Valley) Phase I Q3 [----] (2 hangars" [X Link](https://x.com/alexbossert/status/2023048573873504542) 2026-02-15T14:55Z [----] followers, [----] engagements "Boston Omaha $BOC is easily the most hated stock on fin twit right now. Sentiment could not be any worse. If things are so terrible why do all the bears think that five out of the six members of the board of directors have purchased stock recently $BOC's board of directors consists of some of the most sophisticated investors / businessmen out there: Bradford Briner is the head of the Bloomberg family office and Vishnu Srinivasan is the Chief Investment Officer at The Ohio State University. Both Bradford and Vishnu have been buying shares. Insider Transaction $BOC Adam Peterson - [-----] shares" [X Link](https://x.com/alexbossert/status/1799481906658005351) 2024-06-08T16:41Z [----] followers, 35.1K engagements "@kab604 @BerkelKip @kab604 This is completely misguided. Boston Omaha is nothing like Biglari. I've known Adam Peterson since I was [--] years old. He is honest ethical and very capable" [X Link](https://x.com/alexbossert/status/1804748449570869622) 2024-06-23T05:28Z [----] followers, [---] engagements "@kab604 @BerkelKip Yes if you pay to high of a price future returns will be poor. That much is obvious and is true of any stock. Again Boston Omaha should not be compared to Biglari in any way" [X Link](https://x.com/alexbossert/status/1804884096373416319) 2024-06-23T14:27Z [----] followers, [---] engagements "This is fantastic news. $BOC is extremely undervalued at this price. Boston Omaha Corporation Announces $20 Million Stock Repurchase Program $BOC https://t.co/rKKZKHK68L https://t.co/GXqufGggLY Boston Omaha Corporation Announces $20 Million Stock Repurchase Program $BOC https://t.co/rKKZKHK68L https://t.co/GXqufGggLY" [X Link](https://x.com/alexbossert/status/1816581721996845475) 2024-07-25T21:10Z [----] followers, [----] engagements "@Lone_Oak_Inv Not sure why you are so skeptical. I am a shareholder and am quite close to the $BOC management team. They are very serious about doing buybacks while the stock is deeply undervalued" [X Link](https://x.com/alexbossert/status/1817599598916960592) 2024-07-28T16:34Z [----] followers, [---] engagements "@Lone_Oak_Inv You are probably correct about buybacks in general. However that has absolutely nothing to do with $BOC" [X Link](https://x.com/alexbossert/status/1817605050492985502) 2024-07-28T16:56Z [----] followers, [---] engagements "@CGSCapital Why is $BOC no longer a capital allocation story" [X Link](https://x.com/alexbossert/status/1821182693263995336) 2024-08-07T13:52Z [----] followers, [---] engagements "Adam is more focused on maximizing the value of the existing assets. In the short and medium term I expect $BOC to be doubling down on their existing businesses. I am in full support of this. As cash flow from these businesses ramps up I expect Adam to be allocating that excess capital towards the best use whether it be expanding fiber or billboards buybacks or acquiring a new business. https://twitter.com/i/web/status/1821240869501960227 https://twitter.com/i/web/status/1821240869501960227" [X Link](https://x.com/alexbossert/status/1821240869501960227) 2024-08-07T17:43Z [----] followers, [---] engagements "A well done analysis of Sky Harbour Group by Kairos Investment Research. It continues to amaze me how under the radar this business is. $SKYH $BOC @LDiscernment https://kairosresearch.substack.com/p/sky-harbour https://kairosresearch.substack.com/p/sky-harbour" [X Link](https://x.com/alexbossert/status/1823068310155448656) 2024-08-12T18:45Z [----] followers, [----] engagements "There is a lot you seem to be missing here. I can definitely see how people who have done limited to no work on BOC can come to these inaccurate conclusions. I do not agree that the numbers are being pumped up or that capital allocation has been questionable. I encourage you to study the company thoroughly before making inaccurate conclusions" [X Link](https://x.com/alexbossert/status/1826610011218289078) 2024-08-22T13:18Z [----] followers, [---] engagements "@SeekingAlpha Thank you @Whit_Huguley for the thoughtful commentary on $BOC" [X Link](https://x.com/alexbossert/status/1828103103532667197) 2024-08-26T16:11Z [----] followers, [---] engagements "@Sempiterno_Inv I enjoyed reading your analysis of $BOC. Well done. My only criticism is that your valuation is overly conservative. https://sempiterno.substack.com/p/boston-omaha-0c5 https://sempiterno.substack.com/p/boston-omaha-0c5" [X Link](https://x.com/alexbossert/status/1850345447686328380) 2024-10-27T01:15Z [----] followers, [----] engagements "@LitBarnSparrow This is a well done summary on $BOC's latest earnings" [X Link](https://x.com/alexbossert/status/1857186666420859123) 2024-11-14T22:19Z [----] followers, [---] engagements "Bossert Capital is pleased to publicly share one of our highest conviction bets: Boston Omaha $BOC Boston Omaha is a holding company run by a skilled capital allocator. Its subsidiaries and minority investments are engaged in businesses including outdoor advertising rural fiber to the home broadband internet aviation real estate (via their stake in $SKYH) surety insurance and specialty finance. Here is why we like Boston Omaha: The company is currently trading at a substantial discount to fair value. The sum of its parts is easily worth $25 - $29 per share versus a current price of only $15." [X Link](https://x.com/alexbossert/status/1865410788300861557) 2024-12-07T14:59Z [----] followers, 52.9K engagements "Link To Our Full Write-Up on $BOC (you will need to request access): This is not investment advice. Please read the disclosures on our website and in our write-up. https://drive.google.com/file/d/19k8NeaqS91cufE0CuYXBAzjUOujcqmYA/viewusp=sharing https://drive.google.com/file/d/19k8NeaqS91cufE0CuYXBAzjUOujcqmYA/viewusp=sharing" [X Link](https://x.com/alexbossert/status/1865410790913946046) 2024-12-07T14:59Z [----] followers, [----] engagements "@1lemonaday @typicalcapital Lots of real estate produces property level NOI margins this high" [X Link](https://x.com/alexbossert/status/1870536680882810906) 2024-12-21T18:27Z [----] followers, [---] engagements "My firm owns shares in $BOC and $SKYH (common and warrants). I like all three securities. At the [----] $BOC annual meeting Adam Peterson said he intends for Boston Omaha to own $SKYH long term. However I wouldn't be surprised if $BOC trims some of it's $SKYH stake if the share price continues moving higher. https://twitter.com/i/web/status/1870705267505328492 https://twitter.com/i/web/status/1870705267505328492" [X Link](https://x.com/alexbossert/status/1870705267505328492) 2024-12-22T05:37Z [----] followers, [---] engagements "This is a good write-up on Boston Omaha $BOC and Sky Harbour $SKYH by@equitybrian. It's free to view for the next [--] hours and then it goes behind a paywall. I just published my Business Breakdown/Deep-Dive into $BOC (Boston Omaha) on Substack. Link: https://t.co/KxkRysYxCx https://t.co/YrJXqgn56q I just published my Business Breakdown/Deep-Dive into $BOC (Boston Omaha) on Substack. Link: https://t.co/KxkRysYxCx https://t.co/YrJXqgn56q" [X Link](https://x.com/alexbossert/status/1878832216115134576) 2025-01-13T15:51Z [----] followers, [----] engagements "@appalachiangabe You are correct about the $SKYH short write-up on Value Investors Club. It is the most inaccurate VIC post I can ever remember seeing. The author is so misinformed" [X Link](https://x.com/alexbossert/status/1929929705379045571) 2025-06-03T15:54Z [----] followers, [----] engagements "I've read just about every single Value Investor Club write-up posted over the last [--] years. The recent short write-up on $SKYH is the most misinformed I have ever seen posted on the site" [X Link](https://x.com/alexbossert/status/1929992951306039413) 2025-06-03T20:05Z [----] followers, [----] engagements "@VariantMkt @CapitalPit65334 @davidjoseph35 @rbradthomas @puppyeh1 @StockJabber You are correct about the $SKYH short write-up on Value Investors Club. It is the most inaccurate VIC post I can ever remember seeing. The author is so misinformed" [X Link](https://x.com/alexbossert/status/1930315105272578182) 2025-06-04T17:25Z [----] followers, [---] engagements "@GaliciaInvestor You are correct. The short write-up on $SKYH posted recently on Value Investors Club is completely flawed" [X Link](https://x.com/alexbossert/status/1932069325352894807) 2025-06-09T13:36Z [----] followers, [----] engagements "@always_invest This is great information and helps validate $SKYH's business model" [X Link](https://x.com/alexbossert/status/1936464465588883963) 2025-06-21T16:41Z [----] followers, [---] engagements "@JoaoZambardino Fantastic write-up on $SKYH Well done" [X Link](https://x.com/alexbossert/status/1942201774372176373) 2025-07-07T12:39Z [----] followers, [---] engagements "This is a very well done and thorough analysis of Sky Harbour $SKYH https://t.co/IL8fgg60iN My thoughts on $SKYH https://t.co/IL8fgg60iN My thoughts on $SKYH" [X Link](https://x.com/alexbossert/status/1942226658565427451) 2025-07-07T14:18Z [----] followers, [----] engagements "@BabyBaconFat Well done analysis of Sky Harbour $SKYH" [X Link](https://x.com/alexbossert/status/1955350747509330400) 2025-08-12T19:28Z [----] followers, [----] engagements "I attended the [----] Boston Omaha $BOC annual meeting yesterday in Omaha Nebraska. Here are some notes from the meeting: And here is another set of notes: https://drive.google.com/file/d/1BMfhV_le_M5KW0iPOzi-ybmI9roLlZQf/viewusp=drivesdk https://drive.google.com/file/d/12zdTK4PArU38WYM2zx6x_JkXvl4V1Yul/viewusp=drivesdk https://drive.google.com/file/d/1BMfhV_le_M5KW0iPOzi-ybmI9roLlZQf/viewusp=drivesdk https://drive.google.com/file/d/12zdTK4PArU38WYM2zx6x_JkXvl4V1Yul/viewusp=drivesdk" [X Link](https://x.com/alexbossert/status/1960417697227006194) 2025-08-26T19:02Z [----] followers, [----] engagements "A conservative assessment of Boston Omaha $BOC's fair value is currently $24 to $29 per share compared to the current share price of $13. This is not investment advice" [X Link](https://x.com/alexbossert/status/1961158822577287210) 2025-08-28T20:07Z [----] followers, 20.8K engagements "$BOC's free cash flow now stands at $24 million per year.One common misconception I've observed regarding Boston Omaha is the belief among people who only take a cursory look that the company is free cash flow negative. This misconception often stems from an analysis of the cash flow statement where "Cash From Operations" is reduced by all capital expenditures. However it's important to note that a significant portion of Boston Omaha's capital expenditure is growth-related not maintenance. While the precise definition of free cash flow can vary among investors only maintenance capital" [X Link](https://x.com/alexbossert/status/1961158825790075007) 2025-08-28T20:07Z [----] followers, [----] engagements "Source for deal price: Source for number of subscribers: https://bip.brookfield.com/sites/bip-brookfield-ir/files/Brookfield-BIP-IR-V2/2025/Q2/bip-q2-25-letter-to-unitholders-vFINAL.pdf https://www.reuters.com/legal/transactional/brookfield-buy-internet-provider-hotwire-about-7-billion-deal-sources-say-2025-06-13/ https://bip.brookfield.com/sites/bip-brookfield-ir/files/Brookfield-BIP-IR-V2/2025/Q2/bip-q2-25-letter-to-unitholders-vFINAL.pdf https://www.reuters.com/legal/transactional/brookfield-buy-internet-provider-hotwire-about-7-billion-deal-sources-say-2025-06-13/" [X Link](https://x.com/alexbossert/status/1962528590907527453) 2025-09-01T14:50Z [----] followers, [----] engagements "Daily Journal $DJCO is getting some attention in Barron's: "Berkshires Charlie Munger Long Chaired This Legal Publisher. Its Stock Looks Cheap."" [X Link](https://x.com/alexbossert/status/1983698397828935708) 2025-10-30T00:52Z [----] followers, [----] engagements "Link to the article: $DJCO https://www.msn.com/en-us/money/top-stocks/berkshire-s-charlie-munger-long-chaired-this-legal-publisher-its-stock-looks-cheap/ar-AA1PmRdAocid=socialshare https://www.msn.com/en-us/money/top-stocks/berkshire-s-charlie-munger-long-chaired-this-legal-publisher-its-stock-looks-cheap/ar-AA1PmRdAocid=socialshare" [X Link](https://x.com/alexbossert/status/1983698549453029378) 2025-10-30T00:52Z [----] followers, [----] engagements "$DJCO valuation. Not investment advice" [X Link](https://x.com/alexbossert/status/1984229781026783513) 2025-10-31T12:03Z [----] followers, 50.9K engagements "From the Sky Harbour Group $SKYH Q3 [----] Earnings Call: We also announced today that we entered into a binding LOI with an ultra-high-net-worth family office that is expected to acquire a 75% participation in a new Sky Harbour [--] hangar at Phase [--] at Opa-Locka for $30.75 million in cash. Francisco Gonzalez CFO This transaction implies a $41 million valuation for a single hangar at Opa-Locka. According to Sky Harbours Q3 [----] 10-Q the company expects to invest approximately $40 million in total constructing Opa-Locka Phase [--] which includes three hangarsequating to roughly $13.3 million per" [X Link](https://x.com/alexbossert/status/1988976609081327854) 2025-11-13T14:25Z [----] followers, [----] engagements "$SKYH In Miami and elsewhere the wealthy are moving in increasingly private spheres shelling out big money to bypass the indignities of public life https://t.co/4hjpHnVHxm In Miami and elsewhere the wealthy are moving in increasingly private spheres shelling out big money to bypass the indignities of public life https://t.co/4hjpHnVHxm" [X Link](https://x.com/alexbossert/status/1994741735155769629) 2025-11-29T12:14Z [----] followers, [----] engagements "I previously posted some thoughts on $DJCO here: https://x.com/alexbossert/status/1984229770855649297t=pFyFZltPKjxNWd7sw21elg&s=19 https://x.com/alexbossert/status/1984229770855649297t=pFyFZltPKjxNWd7sw21elg&s=19" [X Link](https://x.com/alexbossert/status/1994763571889410218) 2025-11-29T13:41Z [----] followers, [---] engagements "About ten years ago Daily Journal Corporation $DJCO won a major contract with the court system in Victoria Australia. Charlie Munger has commented on this contract multiple times during Daily Journals annual shareholder meetings: From the [----] meeting: Ive fallen in love with the government of Australia. I think its wonderful that Australia wants automated courts and its wonderful that theyre smart enough to hire us. We dont get the right to collect money until the thing works. From the [----] meeting: Its a huge field in which we have a very interesting toehold with the strongest toeholds in" [X Link](https://x.com/alexbossert/status/1994770555632062757) 2025-11-29T14:08Z [----] followers, 15.2K engagements "I previously posted some thoughts on $DJCO here: https://x.com/alexbossert/status/1984229770855649297t=75xZP9smEJ8lNVjL-CAPhA&s=19 https://x.com/alexbossert/status/1984229770855649297t=75xZP9smEJ8lNVjL-CAPhA&s=19" [X Link](https://x.com/alexbossert/status/1994770958180360635) 2025-11-29T14:10Z [----] followers, [----] engagements "@AJButton2 I posted some additional thoughts on $DJCO here: https://x.com/alexbossert/status/1984229770855649297t=55Hvw34HvyHIHEQDEtxKOg&s=19 https://x.com/alexbossert/status/1984229770855649297t=55Hvw34HvyHIHEQDEtxKOg&s=19" [X Link](https://x.com/alexbossert/status/1994995964650951106) 2025-11-30T05:04Z [----] followers, [----] engagements "@CDNValueInvestr @AJButton2 I plan to go to the $DJCO annual meeting next year" [X Link](https://x.com/alexbossert/status/1995829811701580152) 2025-12-02T12:18Z [----] followers, [---] engagements "$SKYH I continue to believe the market materially underestimates the value of Sky Harbours stabilized projects. In my view a 4%6% cap rate is appropriate and recent transactions support that conclusion: a. FBO comp (SkyService / Fontainebleau) In January [----] SkyService acquired the Fontainebleau FBO at Miami Opa-Lockaan airport where Sky Harbour also operatesfor over 22x EBITDA implying approximately a 4.5% cap rate. Sky Harbour deserves a lower (i.e. better) cap rate than an FBO. Its revenue is far less cyclical earnings quality is higher and the business is materially less capital" [X Link](https://x.com/alexbossert/status/2003879285317095429) 2025-12-24T17:23Z [----] followers, [----] engagements "$DJCO 10K: Earnings Release: https://www.sec.gov/Archives/edgar/data/783412/000143774925038840/ex_902817.htm https://www.sec.gov/ixdoc=/Archives/edgar/data/0000783412/000143774925038836/djco20250930_10k.htm https://www.sec.gov/Archives/edgar/data/783412/000143774925038840/ex_902817.htm https://www.sec.gov/ixdoc=/Archives/edgar/data/0000783412/000143774925038836/djco20250930_10k.htm" [X Link](https://x.com/alexbossert/status/2006010661344592237) 2025-12-30T14:33Z [----] followers, [----] engagements "Thanks @jtkoster and @svafier. I enjoyed being a part of this podcast on Cambria Automobiles $CAMB Carolina Stories is back with a deep dive on Cambria Automobiles with @jtkoster and @alexbossert. Really enjoyed chatting with two exceptional business analysts. Long $CAMB.L https://t.co/c3d6z2AH67 Carolina Stories is back with a deep dive on Cambria Automobiles with @jtkoster and @alexbossert. Really enjoyed chatting with two exceptional business analysts. Long $CAMB.L https://t.co/c3d6z2AH67" [X Link](https://x.com/alexbossert/status/1341826087714770945) 2020-12-23T19:20Z [----] followers, [--] engagements "@weekend_invest $CAMB is a much better business and their management team has a better track record of capital allocation compared to $VTU. As a case in point compare their shareholder returns over time" [X Link](https://x.com/alexbossert/status/1373711293769773062) 2021-03-21T19:01Z [----] followers, [--] engagements "Thanks for highlighting this @AltaFoxCapital. I agree with your view. Mark Lavery & the $CAMB Board need to be held accountable for what they are doing to minority shareholders. This is a blatant and total disgrace. All minority shareholders I know in $CAMB are against the offer" [X Link](https://x.com/alexbossert/status/1428127448722460675) 2021-08-18T22:51Z [----] followers, [--] engagements "The investor base in $CAMB is quite sophisticated and won't settle without a fight. Stay tuned. This may get very interesting as it plays out over the coming weeks. I appreciate your tweet as it helps draw more attention to what is happening here" [X Link](https://x.com/alexbossert/status/1428127450303709202) 2021-08-18T22:51Z [----] followers, [--] engagements "@puppyeh1 @TheFCA You make a great point Jeremy. $CAMB is the only PLC in the sector that has not disclosed preliminary results. The extraordinary surge in profitability that $CAMB.L is certainly experiencing right now is material price sensitive information" [X Link](https://x.com/alexbossert/status/1429138700106149888) 2021-08-21T17:49Z [----] followers, [--] engagements "@AdamEgelberg Thanks for sharing this info @AdamEgelberg. It is quite clear to me at this point (and should be to everyone else too) that minority shareholders in $CAMB $CAMB.L $CAMB.LN are strongly against this unfair takeover" [X Link](https://x.com/alexbossert/status/1429163306540011522) 2021-08-21T19:27Z [----] followers, [--] engagements "Thanks @ajb_powell for exposing the blatant attempt by management at Cambria Automobiles $CAMB.L $CAMB.LN to steal the company and the gross negligence of the Board. Bossert Capital welcomes all $CAMB shareholders to stand with us in speaking out and rejecting this terrible deal. Cambria Autos: car salesman offers shareholders a special deal https://t.co/JClLolyxwV Cambria Autos: car salesman offers shareholders a special deal https://t.co/JClLolyxwV" [X Link](https://x.com/alexbossert/status/1431225178323931138) 2021-08-27T12:00Z [----] followers, [--] engagements "@preakness03 @CoInvestorClub1 @MotorTraderMag @CarDealerMag @PhilipN_Auto @JRRBatchelor @AMchatter @Sharpe_Tom @DuncanMacInnes8" [X Link](https://x.com/alexbossert/status/1431225182782382081) 2021-08-27T12:00Z [----] followers, [--] engagements "@MikeTsangaris @ajb_powell Thanks @MikeTsangaris. I can assure you I'm working as hard as I can to obtain the best outcome for all $CAMB shareholders & to make sure this takeover is successfully blocked. I appreciate your support & that of everyone who is aiding our efforts to protect minority investors" [X Link](https://x.com/alexbossert/status/1431765785542803461) 2021-08-28T23:48Z [----] followers, [--] engagements "@preakness03 @CoInvestorClub1 @MotorTraderMag @CarDealerMag @PhilipN_Auto @JRRBatchelor @AMchatter @Sharpe_Tom @DuncanMacInnes8 @PFHCapital did a great job analyzing the Aug 27th trading update by $CAMB which was dumped late afternoon on the Friday before a UK bank holiday and also contains deliberate selective disclosures. https://twitter.com/PFHCapital/status/1431461741674782725 https://twitter.com/PFHCapital/status/1431461741674782725" [X Link](https://x.com/alexbossert/status/1432017826815086592) 2021-08-29T16:30Z [----] followers, [--] engagements "Bossert Capital is focused on obtaining the best outcome for all minority shareholders at $CAMB & making sure this terrible takeover offer is blocked. I appreciate the enormous amount of support from everyone. $CAMB.LN $CAMB.L Follow this thread for updates on the situation" [X Link](https://x.com/alexbossert/status/1432349637961297931) 2021-08-30T14:29Z [----] followers, [--] engagements "Citizens Bancshares $CZBS is a well-managed bank with a shareholder-friendly and conservative management team. At the recent share price of $50 it is trading for less than six times its current earnings and just 70% of its adjusted tangible book value. Furthermore its EPS has the potential to grow meaningfully in the next several years driven by multiple tailwinds and significant share buybacks. https://twitter.com/i/web/status/1775312022336344118 https://twitter.com/i/web/status/1775312022336344118" [X Link](https://x.com/alexbossert/status/1775312022336344118) 2024-04-02T23:59Z [----] followers, [----] engagements "$CZBS has book value of approximately $30 per share ($54227000 / 1786501) based on the most recently filed Parent Company Only Financial Statements for Small Holding Companies report filed with the Federal Reserve for the period ending December [--] [----]. Therefore Citizens is trading at approximately [----] times book value ($45 / $30). I will note the shares outstanding comes from the quote page for Citizens on the OTC Markets website (go to the tab that says Security Details). The share count is updated daily. However that assumes the ECIP preferred is a liability at [---] cents on the dollar." [X Link](https://x.com/alexbossert/status/1775631666158981219) 2024-04-03T21:09Z [----] followers, [---] engagements "$CZBS The Treasury has the right to sell the ECIP preferred at any time. When the Treasury sells this security the preferred stock is first required to be valued by an independent third party. Then the issuing bank has the first right of refusal to buy back the preferred stock at that valuation. This preferred stock is worth a substantial discount to par because it is perpetual yields just 0-2% and the investor has basically no ability to enforce payment (i.e. it is non-cumulative). In my view it is worth ten [--] cents on the dollar. The Treasury realizes this and has put in a stipulation that" [X Link](https://x.com/alexbossert/status/1775634398462845117) 2024-04-03T21:20Z [----] followers, [---] engagements "$CZBS As further supporting evidence that the ECIP preferred should be valued at a significant discount to face value BankFirst Corp (an ECIP bank) recently purchased another ECIP bank called Mechanics Bank. As part of the acquisition BankFirst was required to place a fair value estimate on Mechanics ECIP preferred. BankFirst valued the ECIP preferred at [--] cents on the dollar and the auditors blessed it. Here is their disclosure: https://twitter.com/i/web/status/1775635560574423543 https://twitter.com/i/web/status/1775635560574423543" [X Link](https://x.com/alexbossert/status/1775635560574423543) 2024-04-03T21:24Z [----] followers, [---] engagements "Citizens Bancshares $CZBS is a well-managed bank with a shareholder-friendly and conservative management team. At the recent share price of $50 it is trading for less than six times its current earnings and just 70% of its adjusted tangible book value. Furthermore its EPS has the potential to grow meaningfully in the next several years driven by multiple tailwinds and significant share buybacks. https://twitter.com/i/web/status/1775672398454350293 https://twitter.com/i/web/status/1775672398454350293" [X Link](https://x.com/alexbossert/status/1775672398454350293) 2024-04-03T23:51Z [----] followers, [----] engagements "Citizens Bancshares $CZBS just reported Q4 [----] results. The bank is firing on all cylinders yet the stock remains deeply undervalued. Link to earnings release: Reported Q4 EPS of $1.81 reflects [-------] shares outstanding. Citizens repurchased a significant amount of stock in early Q1 [----]. The current share count (per the OTC Markets website) is [-------] shares. If the lower share count is applied EPS for Q4 is $1.98. This is EPS of $7.90 per share annualized for a P/E of just 6x at the current price of $47. Citizens is a well-managed bank with a shareholder-friendly and conservative" [X Link](https://x.com/alexbossert/status/1777725291357446466) 2024-04-09T15:48Z [----] followers, 14K engagements "Citizens Bancshares $CZBS filed their call report a few days ago. I studied it carefully and thought the Q1 report was outstanding. Q1 highlights: $3.91m of quarterly net income at the bank subsidiary level up from $3.6m in the prior year quarter. I estimate they are generating approximately $8 per share in annual earnings (after deducting the $2m annual ECIP dividend owed on the preferred beginning in Q2 2024). At the current share price the stock is trading for approximately 6x earnings. Tangible book value increased to approximately $70 per share (adjusting for fair value of ECIP" [X Link](https://x.com/alexbossert/status/1785747561694831099) 2024-05-01T19:06Z [----] followers, [----] engagements "Some more positive news for $CZBS shareholders. It looks like Citizens Bancshares will be receiving additional low cost deposits from State Street. https://www.businesswire.com/news/home/20240611416955/en/State-Street-Announces-Next-Round-of-Deposits-to-Minority-Depository-Institutions-and-Community-Development-Financial-Institutions https://www.businesswire.com/news/home/20240611416955/en/State-Street-Announces-Next-Round-of-Deposits-to-Minority-Depository-Institutions-and-Community-Development-Financial-Institutions" [X Link](https://x.com/alexbossert/status/1802780715777675324) 2024-06-17T19:09Z [----] followers, [----] engagements "@ExpectingValue Mark Lavery's treatment of minority shareholders was beyond appalling. This is one of the worst abuses of minority shareholders I have seen in my [--] years of investing. $CAMB #CAMB" [X Link](https://x.com/alexbossert/status/1804313021411659975) 2024-06-22T00:38Z [----] followers, [---] engagements "I agree with @eriksen_tim Citizens Bancshares $CZBS remains a very undervalued stock. Here is a great overview published recently on Value Investors Club: https://www.valueinvestorsclub.com/idea/CITIZENS_BANCSHARES_CORP/4517164581 Citizens Bank $CZBS call report is out. ECIP recipient. Net income $4.2 million versus $3.7 million in prior year qtr. There are some holding co. expenses. Assuming normal expenses I expect EPS of $2.10 per share. Eff. ratio 46%. Trades otc - last trade $46. Bid $47 https://www.valueinvestorsclub.com/idea/CITIZENS_BANCSHARES_CORP/4517164581 Citizens Bank $CZBS call" [X Link](https://x.com/alexbossert/status/1818643649359462739) 2024-07-31T13:43Z [----] followers, [----] engagements "My good friend @Whit_Huguley's latest investor letter provides a fantastic overview of $BOC $SKYH and $CZBS. This is well worth a read Another great investor letter by @Whit_Huguley. Recommend a read. https://t.co/K5F0Q2e9of https://t.co/4VbmtDyuLN Another great investor letter by @Whit_Huguley. Recommend a read. https://t.co/K5F0Q2e9of https://t.co/4VbmtDyuLN" [X Link](https://x.com/alexbossert/status/1826357908927664397) 2024-08-21T20:37Z [----] followers, 17.4K engagements "@SeekingAlpha I enjoyed this commentary on $CZBS from @Whit_Huguley" [X Link](https://x.com/alexbossert/status/1828119758161490336) 2024-08-26T17:18Z [----] followers, [---] engagements "This is a very well done write-up on Dino Polska $dnp.wa $dnp Hi everyone Im excited to share my deep dive on Dino Polska - $DNP.WA. I know it's not the first deep dive ever of the company. However I hope youll learn something new about their challenges future growth valuation and more. Enjoy :) https://t.co/kCfDDnFDoC Hi everyone Im excited to share my deep dive on Dino Polska - $DNP.WA. I know it's not the first deep dive ever of the company. However I hope youll learn something new about their challenges future growth valuation and more. Enjoy :) https://t.co/kCfDDnFDoC" [X Link](https://x.com/alexbossert/status/1828894131701080486) 2024-08-28T20:35Z [----] followers, [----] engagements "@eriksen_tim Thanks for posting this @eriksen_tim Here is a well done write-up on $CZBS: https://valueinvestorsclub.com/idea/CITIZENS_BANCSHARES_CORP/4517164581#messages https://valueinvestorsclub.com/idea/CITIZENS_BANCSHARES_CORP/4517164581#messages" [X Link](https://x.com/alexbossert/status/1835050184243622083) 2024-09-14T20:17Z [----] followers, [----] engagements "This is a very well done case study on Citizens Bancshares $CZBS by my friend @dirtcheapstocks: Citizens is a well-managed bank with a shareholder-friendly and conservative management team. It has a permanent cost of capital advantage because of the non-dilutive ECIP preferred stock issued to the US Treasury a few years ago. Even at this higher share price it is very undervalued and is trading for less than seven times its current earnings. Furthermore its earnings per share has the potential to grow meaningfully in the next several years driven by multiple tailwinds and significant share" [X Link](https://x.com/alexbossert/status/1874064433741521139) 2024-12-31T12:05Z [----] followers, [----] engagements "I expect $CZBS will also repurchase their ECIP preferred at a large discount to par $ECIP investors This is important. $MFBP Enters into option agreement with the U.S. Treasury providing for the discounted repurchase of $80 mil. of ECIP preferred. Needs to meet requirements for [--] consecutive quarters of which it has met [--]. continued. $ECIP investors This is important. $MFBP Enters into option agreement with the U.S. Treasury providing for the discounted repurchase of $80 mil. of ECIP preferred. Needs to meet requirements for [--] consecutive quarters of which it has met [--]. continued" [X Link](https://x.com/alexbossert/status/1877729358464668094) 2025-01-10T14:49Z [----] followers, [----] engagements "I enjoyed reading this write-up on $CZBS Citizens Bancshares. In my view Citizens is a well-managed bank with a shareholder-friendly and conservative management team. It has a permanent cost of capital advantage because of the non-dilutive ECIP preferred stock issued to the US Treasury a few years ago. Even at this higher share price it is very undervalued and is trading for less than seven times its current earnings. Furthermore its earnings per share has the potential to grow meaningfully in the next several years driven by multiple tailwinds and significant share buybacks. Thought I'd" [X Link](https://x.com/alexbossert/status/1878812604631822366) 2025-01-13T14:33Z [----] followers, [----] engagements "For those looking to read more this is a very well done case study on $CZBS by my friend @dirtcheapstocks: And here is a very good write-up on Value Investors Club: https://www.valueinvestorsclub.com/idea/CITIZENS_BANCSHARES_CORP/4517164581#description https://dirtcheapstocks.substack.com/p/case-study-3x-earnings-20-of-net https://www.valueinvestorsclub.com/idea/CITIZENS_BANCSHARES_CORP/4517164581#description https://dirtcheapstocks.substack.com/p/case-study-3x-earnings-20-of-net" [X Link](https://x.com/alexbossert/status/1878812606926115178) 2025-01-13T14:33Z [----] followers, [----] engagements "@StockCompil Halvio Capital's write-up on $CZBS is well done. Here is a link to his write-up: https://x.com/alexbossert/status/1878812604631822366t=hiUGCiJJQ67rxhOMDrGBEw&s=19 https://x.com/alexbossert/status/1878812604631822366t=hiUGCiJJQ67rxhOMDrGBEw&s=19" [X Link](https://x.com/alexbossert/status/1881175960986550505) 2025-01-20T03:04Z [----] followers, [----] engagements "I fully agree with @eriksen_tim's thoughts on Citizens Bancshares $CZBS: "Annualized earnings run rate after preferred stock expense is roughly $7.50 per share. The stock is an incredible bargain at seven times earnings for a massively overcapitalized bank that is shareholder friendly. We expect them to either make an acquisition or increase organic growth all the while continuing to return capital to shareholders via dividends and share repurchases." Cedar Creek Partners [----] year end letter is out. Fund underperformed in [----] but we think we are well positioned in attractive securities." [X Link](https://x.com/alexbossert/status/1889330754368450720) 2025-02-11T15:08Z [----] followers, [----] engagements "A few months ago several prominent fintwit accounts were dunking on Dino Polska $DNP.WA when the stock temporarily fell. That did not age well. Shares just hit another all-time high on the back of steller business performance & accelerating growth. Good Q4 summary: Dino Polska $DNP.WA published their Q4 results after-hours. Here is our take [--]. Dino opened +116 stores in Q4 which means they opened [---] new stores in [----] (250 in 2023). Management delivered on their promise to open more stores this year compared to [----] good sign https://t.co/igJF03emV1 Dino Polska $DNP.WA published their Q4" [X Link](https://x.com/alexbossert/status/1895484288394838195) 2025-02-28T14:40Z [----] followers, [----] engagements "@leevalueroach @DanielSeyde I meant what's your thesis on $FSCR" [X Link](https://x.com/alexbossert/status/1896157711626313884) 2025-03-02T11:16Z [----] followers, [---] engagements "Daily Journal (NASDAQ: $DJCO) appears to be an under-the-radar gem mispriced sticky macro-insensitive high-margin mission-critical and growing. I used to attend the Daily Journal annual meetings in Los Angeles to learn from Charlie Munger. At those meetings few if any questions related to the company itself. Like most others I overlooked the business. At the [----] annual meeting Im told only about two dozen nonemployees attended. There is no sell-side coverage no earnings calls and no investor relations functionan ideal setup for an overlooked compounder. Journal Technologies (JTI) is Daily" [X Link](https://x.com/alexbossert/status/1984229770855649297) 2025-10-31T12:03Z [----] followers, 50.6K engagements "$DJCO just posted a massive quarter for Journal Technologies. There is no question this business is inflecting positively under new CEO Steven Myhill-Jones. Most Notable: Annual Recurring Revenue (ARR) at Journal Technologies surged 9% in just [--] monthsjumping from $48M to over $52M. That level of sequential growth is rare for a government software business. Journal Technologies (The Growth Engine): Revenue: $69.9M (+32% YoY). It now drives 80% of total consolidated revenue. Drivers: Consulting Fees spiked 51% ($22.5M) & Other Public Service Fees jumped 59%. Future Growth: Secured [--] new" [X Link](https://x.com/alexbossert/status/2006009639737958543) 2025-12-30T14:29Z [----] followers, 14.4K engagements "As the $BRK annual meeting approaches I'm excited to share a picture from the incredible [--] hour dinnerI recently had with Charlie Munger at his home in CA. I've been fortunate enough to dine with Munger twicein the past year. At age [--] Charlie remains as sharp as ever" [X Link](https://x.com/alexbossert/status/1652333348012933120) 2023-04-29T15:25Z [----] followers, 182.9K engagements "The near term outlook for the military programs that Solitron Devices $SODI supplies to is strong. In the near term production levels for the Advanced Medium-Range Air-to-Air Missile (AMRAAM) is slated to remain flat High Mobility Artillery Rocket System (HIMARS) production will grow by 100% and Standard Missile-6 (SM-6) production will grow by 140%. This will be a great tailwind for Solitron's sales over the next several years. Here is some good information on the production outlook for three of the military programs that I believe are most impactful for Solitron (via Perplexity AI):" [X Link](https://x.com/alexbossert/status/1800902587941523718) 2024-06-12T14:46Z [----] followers, [----] engagements "$RTX's CEO just announced that AMRAAM production will be doubling this year. AMRAAM is $SODI's largest program. I estimate this will add an incremental $1m - $1.5m to $SODI's annual net income going forward. 🚨 "Last year we doubled AMRAAM production; we're doubling production again this year and we're going to continue to increase that production." -Raytheon CEO Phil Jasper Raytheon previously announced that the 1200/y MAX facilitization would be reached by the end of [----]. https://t.co/c9anoYU5gD 🚨 "Last year we doubled AMRAAM production; we're doubling production again this year and we're" [X Link](https://x.com/alexbossert/status/1920117988901921072) 2025-05-07T14:06Z [----] followers, 12.1K engagements "The Aegis Ballistic Missile Defense system which will be integrated into the Golden Dome uses both SM-3 and SM-6 interceptors which are both large programs for Solitron Devices $SODI. The proposed Golden Dome missile shield could result in $500 billion of additional U.S. defense spending. The revenue from this project would largely fall to a very small number of U.S. defense contractors with minimal aggregate S&P [---] exposure. What's in your index The proposed Golden Dome missile shield could result in $500 billion of additional U.S. defense spending. The revenue from this project would" [X Link](https://x.com/alexbossert/status/1943689066643341602) 2025-07-11T15:09Z [----] followers, [----] engagements "This is great news for $SODI AMRAAM is Solitron's largest program. Order Lot [--] was valued at $1.2 billion while Order Lots [--] and [--] are averaging $1.75 billion. This represents a substantial 45% increase compared to Order Lot [--]. This growth will be a very impactful tailwind to Solitron's bottom line. 🚨 The US Air Force has awarded Raytheon a $3.5 billion firm-fixed-price incentive undefinitized contract action for Advanced Medium Range Air-to-Air Missile (AMRAAM) Production Lots [--] (FY25) and [--] (FY26) including Foreign Military Sales customers: Denmark Belgium https://t.co/uGXuYj7jgW 🚨" [X Link](https://x.com/alexbossert/status/1951281281448153441) 2025-08-01T13:58Z [----] followers, [----] engagements "$BOC Brookfield Infrastructure Partners $BIP $BAM announced a $7 billion acquisition of Hotwire Communications last month. As of Q2 [----] Hotwire serves [------] fiber internet subscribers valuing each at $23330a figure that indicates a significant premium for platform value and future contracted backlog. Why would a smart investor like Brookfield pay this much Because Hotwire focuses on a specific niche where they lay fiber internet to HOA communities. HOAs generally sign a 10+ year agreement covering all passings with annual rent escalators. As a result the uptake rate is 100%. Additionally" [X Link](https://x.com/anyuser/status/1962528589187862942) 2025-09-01T14:50Z [----] followers, [----] engagements "RT @TreyHenninger: Massive news out of $SODI. Solitron has received in-bound interest in an acquisition of the company. Price and terms u" [X Link](https://x.com/alexbossert/status/2018805975143358924) 2026-02-03T21:57Z [----] followers, [--] engagements "RT @psyopcapital: I've owned a good chunk of this company for [--] years don't talk about it much but what tim and mark have accomplished i" [X Link](https://x.com/alexbossert/status/2019114013226090885) 2026-02-04T18:21Z [----] followers, [--] engagements "RT @TreyHenninger: 13% yielding investments inside $SODI as an asset on the balance sheet" [X Link](https://x.com/alexbossert/status/2019114212522619053) 2026-02-04T18:21Z [----] followers, [--] engagements "RT @alexbossert: What a week for Solitron Devices $SODI Two major catalysts are converging: [--]. $SODI just confirmed inbound acquisition" [X Link](https://x.com/alexbossert/status/2019413117856629101) 2026-02-05T14:09Z [----] followers, [--] engagements "RT @alexbossert: Sky Harbour $SKYH just locked down $450M in capital ($150M in Series [----] Bonds and the $300M JPM facility) at a weighted" [X Link](https://x.com/alexbossert/status/2020496552574529559) 2026-02-08T13:54Z [----] followers, [--] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@alexbossert Alex BossertAlex Bossert posts on X about $skyh, $czbs, $boc, $sodi the most. They currently have [-----] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Social category influence finance 31% stocks 19% countries 4% cryptocurrencies 2% social networks 1% technology brands 1% exchanges 1% travel destinations 1%
Social topic influence $skyh #1, $czbs 18%, $boc 16%, $sodi #2, $djco 12%, $camb 11%, business 9%, acquisition 6%, in the 6%, investment 5%
Top accounts mentioned or mentioned by @whithuguley @cdnvalueinvestr @kab604 @berkelkip @loneoakinv @seekingalpha @puppyeh1 @ajbutton2 @ajbpowell @preakness03 @coinvestorclub1 @motortradermag @cardealermag @philipnauto @jrrbatchelor @amchatter @sharpetom @duncanmacinnes8 @eriksentim @dirtcheapstocks
Top assets mentioned Boston Omaha Corporation (BOC) Raytheon Technologies Corp (RTX) DNP Select Income Fund Inc. (DNP) Prom (PROM)
Top posts by engagements in the last [--] hours
"What a week for Solitron Devices $SODI Two major catalysts are converging: [--]. $SODI just confirmed inbound acquisition interest + an ALL-TIME HIGH backlog. [--]. Largest customer $RTX just signed a landmark 7-year agreement with the DOD. The downstream impact for $SODI is huge: Standard Missile-6 (SM-6): - Production target: 4x INCREASE (125 to 500+ /yr) - This is a Top [--] Program for Solitron. AMRAAM: - Target: 1900+ /yr (Historically high levels) - Production has already doubled since [----]. - This is Solitron's largest program Demand for [--] of Solitron's [--] top programs is locked in for years."
X Link 2026-02-04T18:47Z [----] followers, [----] engagements
"Sources: SEC Filing: RTX https://www.rtx.com/news/news-center/2026/02/04/rtxs-raytheon-partners-with-department-of-war-on-five-landmark-agreements-to-exp https://www.sec.gov/Archives/edgar/data/91668/000143774926002816/ex_915105.htm https://www.rtx.com/news/news-center/2026/02/04/rtxs-raytheon-partners-with-department-of-war-on-five-landmark-agreements-to-exp https://www.sec.gov/Archives/edgar/data/91668/000143774926002816/ex_915105.htm"
X Link 2026-02-04T18:48Z [----] followers, [---] engagements
"Link: https://www.sec.gov/Archives/edgar/data/1823587/000143774926002440/ex_914132.htm https://www.sec.gov/Archives/edgar/data/1823587/000143774926002440/ex_914132.htm"
X Link 2026-02-07T14:17Z [----] followers, [----] engagements
"$SODI Solitron Devices In the last [--] months foreign governments have ordered (or requested permission from the US to order) [----] AMRAAM missiles: Japan: [----] Germany: [---] Lithuania: [--] Denmark: [--] Norway: [---] Sweden: [---] Taiwan: [---] Ukraine: [---] Source: This excludes any US military orders which typically average [---] per year. The current annual production rate by Raytheon is only [----] per year. Demand for AMRAAMs is very strong and this is not reflected in current production (and revenue) levels. AMRAAM is Solitron's largest program. I estimate it makes up about $4m of sales annually for"
X Link 2025-01-18T12:53Z [----] followers, [----] engagements
"$SODI "The US Air Force's Unfunded Priorities List (UPL) recently shared with Congress requests an additional $738 Million for expanding the production capacity of the AIM-120 #AMRAAM from the current [----] missiles / year to [----] missiles per year by FY2028." https://x.com/AirPowerNEW1/status/1942895829192159634 https://x.com/AirPowerNEW1/status/1942895829192159634"
X Link 2025-07-09T14:57Z [----] followers, [----] engagements
"Great news for $SODI The US Air Force's Unfunded Priorities List (UPL) recently shared with Congress requests an additional $738 Million for expanding the production capacity of the AIM-120 #AMRAAM from the current [----] missiles / year to [----] missiles per year by FY2028. Via @BreakingDefense 🔗👇 https://t.co/azF4cNMKYi The US Air Force's Unfunded Priorities List (UPL) recently shared with Congress requests an additional $738 Million for expanding the production capacity of the AIM-120 #AMRAAM from the current [----] missiles / year to [----] missiles per year by FY2028. Via @BreakingDefense"
X Link 2025-07-09T15:07Z [----] followers, [----] engagements
"Solitron Devices $SODI reported a surge in new bookings: "Bookings in the fiscal [----] third quarter to date are approximately $13.8 million as compared to approximately $8.0 million in the fiscal [----] third quarter. Bookings in the first nine months of fiscal [----] to date are approximately $20.9 million as compared to approximately $11.8 million in the first nine months of fiscal [----]. Backlog as of today for the fiscal year [----] was approximately $29.0 million as compared to approximately $12.3 million as of November [--] [----] for fiscal year 2025." Solitron Devices $SODI announces fiscal Q3"
X Link 2025-11-06T14:46Z [----] followers, [----] engagements
"SM-6 is one of the top three programs for Solitron Devices $SODI and this order is enormous equivalent to roughly [---] of the entire annual missile production for SM-6. The U.S. Department of State has approved the possible Foreign Military Sale of [---] Standard Missile [--] (SM-6) Block I and [---] Standard Missile [--] (SM-2) Block IIIC and related equipment to Germany in a deal worth an estimated $3.5 Billion. https://t.co/1upyApWqpi The U.S. Department of State has approved the possible Foreign Military Sale of [---] Standard Missile [--] (SM-6) Block I and [---] Standard Missile [--] (SM-2) Block IIIC and"
X Link 2025-11-15T12:58Z [----] followers, [----] engagements
"RT @ohcapideas: $DJCO has done really well since late October - from $375/share to $565/share. Curiously even though shares have pulled"
X Link 2026-02-11T00:59Z [----] followers, [--] engagements
"RT @CDNValueInvestr: 🔥💯 See archives for full overview of what $SODI Solitron is and its history. So long solitron"
X Link 2026-02-11T01:00Z [----] followers, [--] engagements
"Sky Harbour $SKYH just locked down $450M in capital ($150M in Series [----] Bonds and the $300M JPM facility) at a weighted all-in rate of 5.15%. Once deployed at a 13%+ yield that generates $59M in annual NOI. At a conservative 6% cap thats $975M in value. Subtract the debt and youve got $525M in value creationroughly $6+ per share. The markets reaction Dead silence. Its wild"
X Link 2026-02-07T14:17Z [----] followers, [----] engagements
"The next [--] years will be eventful for Sky Harbour $SKYH. Heres the current development pipeline for new hangar campuses/phases expected to open: [----] Openings OPF (Miami) Phase II Q2 [----] (3 hangars 112k sq ft) BDL (Hartford) Phase I Q4 [----] (3 hangars 107k sq ft) [----] Openings ADS (Dallas) Phase II Q1 [----] (4 hangars 108k sq ft) SLC (Salt Lake City) Phase I Q1 [----] (4 hangars 172k sq ft) DVT (Phoenix) Phase II Q2 [----] (6 hangars 133k sq ft) ORL (Orlando) Phase I Q2 [----] (3 hangars 134k sq ft) IAD (Dulles) Phase I Q3 [----] (4 hangars 172k sq ft) POU (Hudson Valley) Phase I Q3 [----] (2 hangars"
X Link 2026-02-15T14:55Z [----] followers, [----] engagements
"Boston Omaha $BOC is easily the most hated stock on fin twit right now. Sentiment could not be any worse. If things are so terrible why do all the bears think that five out of the six members of the board of directors have purchased stock recently $BOC's board of directors consists of some of the most sophisticated investors / businessmen out there: Bradford Briner is the head of the Bloomberg family office and Vishnu Srinivasan is the Chief Investment Officer at The Ohio State University. Both Bradford and Vishnu have been buying shares. Insider Transaction $BOC Adam Peterson - [-----] shares"
X Link 2024-06-08T16:41Z [----] followers, 35.1K engagements
"@kab604 @BerkelKip @kab604 This is completely misguided. Boston Omaha is nothing like Biglari. I've known Adam Peterson since I was [--] years old. He is honest ethical and very capable"
X Link 2024-06-23T05:28Z [----] followers, [---] engagements
"@kab604 @BerkelKip Yes if you pay to high of a price future returns will be poor. That much is obvious and is true of any stock. Again Boston Omaha should not be compared to Biglari in any way"
X Link 2024-06-23T14:27Z [----] followers, [---] engagements
"This is fantastic news. $BOC is extremely undervalued at this price. Boston Omaha Corporation Announces $20 Million Stock Repurchase Program $BOC https://t.co/rKKZKHK68L https://t.co/GXqufGggLY Boston Omaha Corporation Announces $20 Million Stock Repurchase Program $BOC https://t.co/rKKZKHK68L https://t.co/GXqufGggLY"
X Link 2024-07-25T21:10Z [----] followers, [----] engagements
"@Lone_Oak_Inv Not sure why you are so skeptical. I am a shareholder and am quite close to the $BOC management team. They are very serious about doing buybacks while the stock is deeply undervalued"
X Link 2024-07-28T16:34Z [----] followers, [---] engagements
"@Lone_Oak_Inv You are probably correct about buybacks in general. However that has absolutely nothing to do with $BOC"
X Link 2024-07-28T16:56Z [----] followers, [---] engagements
"@CGSCapital Why is $BOC no longer a capital allocation story"
X Link 2024-08-07T13:52Z [----] followers, [---] engagements
"Adam is more focused on maximizing the value of the existing assets. In the short and medium term I expect $BOC to be doubling down on their existing businesses. I am in full support of this. As cash flow from these businesses ramps up I expect Adam to be allocating that excess capital towards the best use whether it be expanding fiber or billboards buybacks or acquiring a new business. https://twitter.com/i/web/status/1821240869501960227 https://twitter.com/i/web/status/1821240869501960227"
X Link 2024-08-07T17:43Z [----] followers, [---] engagements
"A well done analysis of Sky Harbour Group by Kairos Investment Research. It continues to amaze me how under the radar this business is. $SKYH $BOC @LDiscernment https://kairosresearch.substack.com/p/sky-harbour https://kairosresearch.substack.com/p/sky-harbour"
X Link 2024-08-12T18:45Z [----] followers, [----] engagements
"There is a lot you seem to be missing here. I can definitely see how people who have done limited to no work on BOC can come to these inaccurate conclusions. I do not agree that the numbers are being pumped up or that capital allocation has been questionable. I encourage you to study the company thoroughly before making inaccurate conclusions"
X Link 2024-08-22T13:18Z [----] followers, [---] engagements
"@SeekingAlpha Thank you @Whit_Huguley for the thoughtful commentary on $BOC"
X Link 2024-08-26T16:11Z [----] followers, [---] engagements
"@Sempiterno_Inv I enjoyed reading your analysis of $BOC. Well done. My only criticism is that your valuation is overly conservative. https://sempiterno.substack.com/p/boston-omaha-0c5 https://sempiterno.substack.com/p/boston-omaha-0c5"
X Link 2024-10-27T01:15Z [----] followers, [----] engagements
"@LitBarnSparrow This is a well done summary on $BOC's latest earnings"
X Link 2024-11-14T22:19Z [----] followers, [---] engagements
"Bossert Capital is pleased to publicly share one of our highest conviction bets: Boston Omaha $BOC Boston Omaha is a holding company run by a skilled capital allocator. Its subsidiaries and minority investments are engaged in businesses including outdoor advertising rural fiber to the home broadband internet aviation real estate (via their stake in $SKYH) surety insurance and specialty finance. Here is why we like Boston Omaha: The company is currently trading at a substantial discount to fair value. The sum of its parts is easily worth $25 - $29 per share versus a current price of only $15."
X Link 2024-12-07T14:59Z [----] followers, 52.9K engagements
"Link To Our Full Write-Up on $BOC (you will need to request access): This is not investment advice. Please read the disclosures on our website and in our write-up. https://drive.google.com/file/d/19k8NeaqS91cufE0CuYXBAzjUOujcqmYA/viewusp=sharing https://drive.google.com/file/d/19k8NeaqS91cufE0CuYXBAzjUOujcqmYA/viewusp=sharing"
X Link 2024-12-07T14:59Z [----] followers, [----] engagements
"@1lemonaday @typicalcapital Lots of real estate produces property level NOI margins this high"
X Link 2024-12-21T18:27Z [----] followers, [---] engagements
"My firm owns shares in $BOC and $SKYH (common and warrants). I like all three securities. At the [----] $BOC annual meeting Adam Peterson said he intends for Boston Omaha to own $SKYH long term. However I wouldn't be surprised if $BOC trims some of it's $SKYH stake if the share price continues moving higher. https://twitter.com/i/web/status/1870705267505328492 https://twitter.com/i/web/status/1870705267505328492"
X Link 2024-12-22T05:37Z [----] followers, [---] engagements
"This is a good write-up on Boston Omaha $BOC and Sky Harbour $SKYH by@equitybrian. It's free to view for the next [--] hours and then it goes behind a paywall. I just published my Business Breakdown/Deep-Dive into $BOC (Boston Omaha) on Substack. Link: https://t.co/KxkRysYxCx https://t.co/YrJXqgn56q I just published my Business Breakdown/Deep-Dive into $BOC (Boston Omaha) on Substack. Link: https://t.co/KxkRysYxCx https://t.co/YrJXqgn56q"
X Link 2025-01-13T15:51Z [----] followers, [----] engagements
"@appalachiangabe You are correct about the $SKYH short write-up on Value Investors Club. It is the most inaccurate VIC post I can ever remember seeing. The author is so misinformed"
X Link 2025-06-03T15:54Z [----] followers, [----] engagements
"I've read just about every single Value Investor Club write-up posted over the last [--] years. The recent short write-up on $SKYH is the most misinformed I have ever seen posted on the site"
X Link 2025-06-03T20:05Z [----] followers, [----] engagements
"@VariantMkt @CapitalPit65334 @davidjoseph35 @rbradthomas @puppyeh1 @StockJabber You are correct about the $SKYH short write-up on Value Investors Club. It is the most inaccurate VIC post I can ever remember seeing. The author is so misinformed"
X Link 2025-06-04T17:25Z [----] followers, [---] engagements
"@GaliciaInvestor You are correct. The short write-up on $SKYH posted recently on Value Investors Club is completely flawed"
X Link 2025-06-09T13:36Z [----] followers, [----] engagements
"@always_invest This is great information and helps validate $SKYH's business model"
X Link 2025-06-21T16:41Z [----] followers, [---] engagements
"@JoaoZambardino Fantastic write-up on $SKYH Well done"
X Link 2025-07-07T12:39Z [----] followers, [---] engagements
"This is a very well done and thorough analysis of Sky Harbour $SKYH https://t.co/IL8fgg60iN My thoughts on $SKYH https://t.co/IL8fgg60iN My thoughts on $SKYH"
X Link 2025-07-07T14:18Z [----] followers, [----] engagements
"@BabyBaconFat Well done analysis of Sky Harbour $SKYH"
X Link 2025-08-12T19:28Z [----] followers, [----] engagements
"I attended the [----] Boston Omaha $BOC annual meeting yesterday in Omaha Nebraska. Here are some notes from the meeting: And here is another set of notes: https://drive.google.com/file/d/1BMfhV_le_M5KW0iPOzi-ybmI9roLlZQf/viewusp=drivesdk https://drive.google.com/file/d/12zdTK4PArU38WYM2zx6x_JkXvl4V1Yul/viewusp=drivesdk https://drive.google.com/file/d/1BMfhV_le_M5KW0iPOzi-ybmI9roLlZQf/viewusp=drivesdk https://drive.google.com/file/d/12zdTK4PArU38WYM2zx6x_JkXvl4V1Yul/viewusp=drivesdk"
X Link 2025-08-26T19:02Z [----] followers, [----] engagements
"A conservative assessment of Boston Omaha $BOC's fair value is currently $24 to $29 per share compared to the current share price of $13. This is not investment advice"
X Link 2025-08-28T20:07Z [----] followers, 20.8K engagements
"$BOC's free cash flow now stands at $24 million per year.One common misconception I've observed regarding Boston Omaha is the belief among people who only take a cursory look that the company is free cash flow negative. This misconception often stems from an analysis of the cash flow statement where "Cash From Operations" is reduced by all capital expenditures. However it's important to note that a significant portion of Boston Omaha's capital expenditure is growth-related not maintenance. While the precise definition of free cash flow can vary among investors only maintenance capital"
X Link 2025-08-28T20:07Z [----] followers, [----] engagements
"Source for deal price: Source for number of subscribers: https://bip.brookfield.com/sites/bip-brookfield-ir/files/Brookfield-BIP-IR-V2/2025/Q2/bip-q2-25-letter-to-unitholders-vFINAL.pdf https://www.reuters.com/legal/transactional/brookfield-buy-internet-provider-hotwire-about-7-billion-deal-sources-say-2025-06-13/ https://bip.brookfield.com/sites/bip-brookfield-ir/files/Brookfield-BIP-IR-V2/2025/Q2/bip-q2-25-letter-to-unitholders-vFINAL.pdf https://www.reuters.com/legal/transactional/brookfield-buy-internet-provider-hotwire-about-7-billion-deal-sources-say-2025-06-13/"
X Link 2025-09-01T14:50Z [----] followers, [----] engagements
"Daily Journal $DJCO is getting some attention in Barron's: "Berkshires Charlie Munger Long Chaired This Legal Publisher. Its Stock Looks Cheap.""
X Link 2025-10-30T00:52Z [----] followers, [----] engagements
"Link to the article: $DJCO https://www.msn.com/en-us/money/top-stocks/berkshire-s-charlie-munger-long-chaired-this-legal-publisher-its-stock-looks-cheap/ar-AA1PmRdAocid=socialshare https://www.msn.com/en-us/money/top-stocks/berkshire-s-charlie-munger-long-chaired-this-legal-publisher-its-stock-looks-cheap/ar-AA1PmRdAocid=socialshare"
X Link 2025-10-30T00:52Z [----] followers, [----] engagements
"$DJCO valuation. Not investment advice"
X Link 2025-10-31T12:03Z [----] followers, 50.9K engagements
"From the Sky Harbour Group $SKYH Q3 [----] Earnings Call: We also announced today that we entered into a binding LOI with an ultra-high-net-worth family office that is expected to acquire a 75% participation in a new Sky Harbour [--] hangar at Phase [--] at Opa-Locka for $30.75 million in cash. Francisco Gonzalez CFO This transaction implies a $41 million valuation for a single hangar at Opa-Locka. According to Sky Harbours Q3 [----] 10-Q the company expects to invest approximately $40 million in total constructing Opa-Locka Phase [--] which includes three hangarsequating to roughly $13.3 million per"
X Link 2025-11-13T14:25Z [----] followers, [----] engagements
"$SKYH In Miami and elsewhere the wealthy are moving in increasingly private spheres shelling out big money to bypass the indignities of public life https://t.co/4hjpHnVHxm In Miami and elsewhere the wealthy are moving in increasingly private spheres shelling out big money to bypass the indignities of public life https://t.co/4hjpHnVHxm"
X Link 2025-11-29T12:14Z [----] followers, [----] engagements
"I previously posted some thoughts on $DJCO here: https://x.com/alexbossert/status/1984229770855649297t=pFyFZltPKjxNWd7sw21elg&s=19 https://x.com/alexbossert/status/1984229770855649297t=pFyFZltPKjxNWd7sw21elg&s=19"
X Link 2025-11-29T13:41Z [----] followers, [---] engagements
"About ten years ago Daily Journal Corporation $DJCO won a major contract with the court system in Victoria Australia. Charlie Munger has commented on this contract multiple times during Daily Journals annual shareholder meetings: From the [----] meeting: Ive fallen in love with the government of Australia. I think its wonderful that Australia wants automated courts and its wonderful that theyre smart enough to hire us. We dont get the right to collect money until the thing works. From the [----] meeting: Its a huge field in which we have a very interesting toehold with the strongest toeholds in"
X Link 2025-11-29T14:08Z [----] followers, 15.2K engagements
"I previously posted some thoughts on $DJCO here: https://x.com/alexbossert/status/1984229770855649297t=75xZP9smEJ8lNVjL-CAPhA&s=19 https://x.com/alexbossert/status/1984229770855649297t=75xZP9smEJ8lNVjL-CAPhA&s=19"
X Link 2025-11-29T14:10Z [----] followers, [----] engagements
"@AJButton2 I posted some additional thoughts on $DJCO here: https://x.com/alexbossert/status/1984229770855649297t=55Hvw34HvyHIHEQDEtxKOg&s=19 https://x.com/alexbossert/status/1984229770855649297t=55Hvw34HvyHIHEQDEtxKOg&s=19"
X Link 2025-11-30T05:04Z [----] followers, [----] engagements
"@CDNValueInvestr @AJButton2 I plan to go to the $DJCO annual meeting next year"
X Link 2025-12-02T12:18Z [----] followers, [---] engagements
"$SKYH I continue to believe the market materially underestimates the value of Sky Harbours stabilized projects. In my view a 4%6% cap rate is appropriate and recent transactions support that conclusion: a. FBO comp (SkyService / Fontainebleau) In January [----] SkyService acquired the Fontainebleau FBO at Miami Opa-Lockaan airport where Sky Harbour also operatesfor over 22x EBITDA implying approximately a 4.5% cap rate. Sky Harbour deserves a lower (i.e. better) cap rate than an FBO. Its revenue is far less cyclical earnings quality is higher and the business is materially less capital"
X Link 2025-12-24T17:23Z [----] followers, [----] engagements
"$DJCO 10K: Earnings Release: https://www.sec.gov/Archives/edgar/data/783412/000143774925038840/ex_902817.htm https://www.sec.gov/ixdoc=/Archives/edgar/data/0000783412/000143774925038836/djco20250930_10k.htm https://www.sec.gov/Archives/edgar/data/783412/000143774925038840/ex_902817.htm https://www.sec.gov/ixdoc=/Archives/edgar/data/0000783412/000143774925038836/djco20250930_10k.htm"
X Link 2025-12-30T14:33Z [----] followers, [----] engagements
"Thanks @jtkoster and @svafier. I enjoyed being a part of this podcast on Cambria Automobiles $CAMB Carolina Stories is back with a deep dive on Cambria Automobiles with @jtkoster and @alexbossert. Really enjoyed chatting with two exceptional business analysts. Long $CAMB.L https://t.co/c3d6z2AH67 Carolina Stories is back with a deep dive on Cambria Automobiles with @jtkoster and @alexbossert. Really enjoyed chatting with two exceptional business analysts. Long $CAMB.L https://t.co/c3d6z2AH67"
X Link 2020-12-23T19:20Z [----] followers, [--] engagements
"@weekend_invest $CAMB is a much better business and their management team has a better track record of capital allocation compared to $VTU. As a case in point compare their shareholder returns over time"
X Link 2021-03-21T19:01Z [----] followers, [--] engagements
"Thanks for highlighting this @AltaFoxCapital. I agree with your view. Mark Lavery & the $CAMB Board need to be held accountable for what they are doing to minority shareholders. This is a blatant and total disgrace. All minority shareholders I know in $CAMB are against the offer"
X Link 2021-08-18T22:51Z [----] followers, [--] engagements
"The investor base in $CAMB is quite sophisticated and won't settle without a fight. Stay tuned. This may get very interesting as it plays out over the coming weeks. I appreciate your tweet as it helps draw more attention to what is happening here"
X Link 2021-08-18T22:51Z [----] followers, [--] engagements
"@puppyeh1 @TheFCA You make a great point Jeremy. $CAMB is the only PLC in the sector that has not disclosed preliminary results. The extraordinary surge in profitability that $CAMB.L is certainly experiencing right now is material price sensitive information"
X Link 2021-08-21T17:49Z [----] followers, [--] engagements
"@AdamEgelberg Thanks for sharing this info @AdamEgelberg. It is quite clear to me at this point (and should be to everyone else too) that minority shareholders in $CAMB $CAMB.L $CAMB.LN are strongly against this unfair takeover"
X Link 2021-08-21T19:27Z [----] followers, [--] engagements
"Thanks @ajb_powell for exposing the blatant attempt by management at Cambria Automobiles $CAMB.L $CAMB.LN to steal the company and the gross negligence of the Board. Bossert Capital welcomes all $CAMB shareholders to stand with us in speaking out and rejecting this terrible deal. Cambria Autos: car salesman offers shareholders a special deal https://t.co/JClLolyxwV Cambria Autos: car salesman offers shareholders a special deal https://t.co/JClLolyxwV"
X Link 2021-08-27T12:00Z [----] followers, [--] engagements
"@preakness03 @CoInvestorClub1 @MotorTraderMag @CarDealerMag @PhilipN_Auto @JRRBatchelor @AMchatter @Sharpe_Tom @DuncanMacInnes8"
X Link 2021-08-27T12:00Z [----] followers, [--] engagements
"@MikeTsangaris @ajb_powell Thanks @MikeTsangaris. I can assure you I'm working as hard as I can to obtain the best outcome for all $CAMB shareholders & to make sure this takeover is successfully blocked. I appreciate your support & that of everyone who is aiding our efforts to protect minority investors"
X Link 2021-08-28T23:48Z [----] followers, [--] engagements
"@preakness03 @CoInvestorClub1 @MotorTraderMag @CarDealerMag @PhilipN_Auto @JRRBatchelor @AMchatter @Sharpe_Tom @DuncanMacInnes8 @PFHCapital did a great job analyzing the Aug 27th trading update by $CAMB which was dumped late afternoon on the Friday before a UK bank holiday and also contains deliberate selective disclosures. https://twitter.com/PFHCapital/status/1431461741674782725 https://twitter.com/PFHCapital/status/1431461741674782725"
X Link 2021-08-29T16:30Z [----] followers, [--] engagements
"Bossert Capital is focused on obtaining the best outcome for all minority shareholders at $CAMB & making sure this terrible takeover offer is blocked. I appreciate the enormous amount of support from everyone. $CAMB.LN $CAMB.L Follow this thread for updates on the situation"
X Link 2021-08-30T14:29Z [----] followers, [--] engagements
"Citizens Bancshares $CZBS is a well-managed bank with a shareholder-friendly and conservative management team. At the recent share price of $50 it is trading for less than six times its current earnings and just 70% of its adjusted tangible book value. Furthermore its EPS has the potential to grow meaningfully in the next several years driven by multiple tailwinds and significant share buybacks. https://twitter.com/i/web/status/1775312022336344118 https://twitter.com/i/web/status/1775312022336344118"
X Link 2024-04-02T23:59Z [----] followers, [----] engagements
"$CZBS has book value of approximately $30 per share ($54227000 / 1786501) based on the most recently filed Parent Company Only Financial Statements for Small Holding Companies report filed with the Federal Reserve for the period ending December [--] [----]. Therefore Citizens is trading at approximately [----] times book value ($45 / $30). I will note the shares outstanding comes from the quote page for Citizens on the OTC Markets website (go to the tab that says Security Details). The share count is updated daily. However that assumes the ECIP preferred is a liability at [---] cents on the dollar."
X Link 2024-04-03T21:09Z [----] followers, [---] engagements
"$CZBS The Treasury has the right to sell the ECIP preferred at any time. When the Treasury sells this security the preferred stock is first required to be valued by an independent third party. Then the issuing bank has the first right of refusal to buy back the preferred stock at that valuation. This preferred stock is worth a substantial discount to par because it is perpetual yields just 0-2% and the investor has basically no ability to enforce payment (i.e. it is non-cumulative). In my view it is worth ten [--] cents on the dollar. The Treasury realizes this and has put in a stipulation that"
X Link 2024-04-03T21:20Z [----] followers, [---] engagements
"$CZBS As further supporting evidence that the ECIP preferred should be valued at a significant discount to face value BankFirst Corp (an ECIP bank) recently purchased another ECIP bank called Mechanics Bank. As part of the acquisition BankFirst was required to place a fair value estimate on Mechanics ECIP preferred. BankFirst valued the ECIP preferred at [--] cents on the dollar and the auditors blessed it. Here is their disclosure: https://twitter.com/i/web/status/1775635560574423543 https://twitter.com/i/web/status/1775635560574423543"
X Link 2024-04-03T21:24Z [----] followers, [---] engagements
"Citizens Bancshares $CZBS is a well-managed bank with a shareholder-friendly and conservative management team. At the recent share price of $50 it is trading for less than six times its current earnings and just 70% of its adjusted tangible book value. Furthermore its EPS has the potential to grow meaningfully in the next several years driven by multiple tailwinds and significant share buybacks. https://twitter.com/i/web/status/1775672398454350293 https://twitter.com/i/web/status/1775672398454350293"
X Link 2024-04-03T23:51Z [----] followers, [----] engagements
"Citizens Bancshares $CZBS just reported Q4 [----] results. The bank is firing on all cylinders yet the stock remains deeply undervalued. Link to earnings release: Reported Q4 EPS of $1.81 reflects [-------] shares outstanding. Citizens repurchased a significant amount of stock in early Q1 [----]. The current share count (per the OTC Markets website) is [-------] shares. If the lower share count is applied EPS for Q4 is $1.98. This is EPS of $7.90 per share annualized for a P/E of just 6x at the current price of $47. Citizens is a well-managed bank with a shareholder-friendly and conservative"
X Link 2024-04-09T15:48Z [----] followers, 14K engagements
"Citizens Bancshares $CZBS filed their call report a few days ago. I studied it carefully and thought the Q1 report was outstanding. Q1 highlights: $3.91m of quarterly net income at the bank subsidiary level up from $3.6m in the prior year quarter. I estimate they are generating approximately $8 per share in annual earnings (after deducting the $2m annual ECIP dividend owed on the preferred beginning in Q2 2024). At the current share price the stock is trading for approximately 6x earnings. Tangible book value increased to approximately $70 per share (adjusting for fair value of ECIP"
X Link 2024-05-01T19:06Z [----] followers, [----] engagements
"Some more positive news for $CZBS shareholders. It looks like Citizens Bancshares will be receiving additional low cost deposits from State Street. https://www.businesswire.com/news/home/20240611416955/en/State-Street-Announces-Next-Round-of-Deposits-to-Minority-Depository-Institutions-and-Community-Development-Financial-Institutions https://www.businesswire.com/news/home/20240611416955/en/State-Street-Announces-Next-Round-of-Deposits-to-Minority-Depository-Institutions-and-Community-Development-Financial-Institutions"
X Link 2024-06-17T19:09Z [----] followers, [----] engagements
"@ExpectingValue Mark Lavery's treatment of minority shareholders was beyond appalling. This is one of the worst abuses of minority shareholders I have seen in my [--] years of investing. $CAMB #CAMB"
X Link 2024-06-22T00:38Z [----] followers, [---] engagements
"I agree with @eriksen_tim Citizens Bancshares $CZBS remains a very undervalued stock. Here is a great overview published recently on Value Investors Club: https://www.valueinvestorsclub.com/idea/CITIZENS_BANCSHARES_CORP/4517164581 Citizens Bank $CZBS call report is out. ECIP recipient. Net income $4.2 million versus $3.7 million in prior year qtr. There are some holding co. expenses. Assuming normal expenses I expect EPS of $2.10 per share. Eff. ratio 46%. Trades otc - last trade $46. Bid $47 https://www.valueinvestorsclub.com/idea/CITIZENS_BANCSHARES_CORP/4517164581 Citizens Bank $CZBS call"
X Link 2024-07-31T13:43Z [----] followers, [----] engagements
"My good friend @Whit_Huguley's latest investor letter provides a fantastic overview of $BOC $SKYH and $CZBS. This is well worth a read Another great investor letter by @Whit_Huguley. Recommend a read. https://t.co/K5F0Q2e9of https://t.co/4VbmtDyuLN Another great investor letter by @Whit_Huguley. Recommend a read. https://t.co/K5F0Q2e9of https://t.co/4VbmtDyuLN"
X Link 2024-08-21T20:37Z [----] followers, 17.4K engagements
"@SeekingAlpha I enjoyed this commentary on $CZBS from @Whit_Huguley"
X Link 2024-08-26T17:18Z [----] followers, [---] engagements
"This is a very well done write-up on Dino Polska $dnp.wa $dnp Hi everyone Im excited to share my deep dive on Dino Polska - $DNP.WA. I know it's not the first deep dive ever of the company. However I hope youll learn something new about their challenges future growth valuation and more. Enjoy :) https://t.co/kCfDDnFDoC Hi everyone Im excited to share my deep dive on Dino Polska - $DNP.WA. I know it's not the first deep dive ever of the company. However I hope youll learn something new about their challenges future growth valuation and more. Enjoy :) https://t.co/kCfDDnFDoC"
X Link 2024-08-28T20:35Z [----] followers, [----] engagements
"@eriksen_tim Thanks for posting this @eriksen_tim Here is a well done write-up on $CZBS: https://valueinvestorsclub.com/idea/CITIZENS_BANCSHARES_CORP/4517164581#messages https://valueinvestorsclub.com/idea/CITIZENS_BANCSHARES_CORP/4517164581#messages"
X Link 2024-09-14T20:17Z [----] followers, [----] engagements
"This is a very well done case study on Citizens Bancshares $CZBS by my friend @dirtcheapstocks: Citizens is a well-managed bank with a shareholder-friendly and conservative management team. It has a permanent cost of capital advantage because of the non-dilutive ECIP preferred stock issued to the US Treasury a few years ago. Even at this higher share price it is very undervalued and is trading for less than seven times its current earnings. Furthermore its earnings per share has the potential to grow meaningfully in the next several years driven by multiple tailwinds and significant share"
X Link 2024-12-31T12:05Z [----] followers, [----] engagements
"I expect $CZBS will also repurchase their ECIP preferred at a large discount to par $ECIP investors This is important. $MFBP Enters into option agreement with the U.S. Treasury providing for the discounted repurchase of $80 mil. of ECIP preferred. Needs to meet requirements for [--] consecutive quarters of which it has met [--]. continued. $ECIP investors This is important. $MFBP Enters into option agreement with the U.S. Treasury providing for the discounted repurchase of $80 mil. of ECIP preferred. Needs to meet requirements for [--] consecutive quarters of which it has met [--]. continued"
X Link 2025-01-10T14:49Z [----] followers, [----] engagements
"I enjoyed reading this write-up on $CZBS Citizens Bancshares. In my view Citizens is a well-managed bank with a shareholder-friendly and conservative management team. It has a permanent cost of capital advantage because of the non-dilutive ECIP preferred stock issued to the US Treasury a few years ago. Even at this higher share price it is very undervalued and is trading for less than seven times its current earnings. Furthermore its earnings per share has the potential to grow meaningfully in the next several years driven by multiple tailwinds and significant share buybacks. Thought I'd"
X Link 2025-01-13T14:33Z [----] followers, [----] engagements
"For those looking to read more this is a very well done case study on $CZBS by my friend @dirtcheapstocks: And here is a very good write-up on Value Investors Club: https://www.valueinvestorsclub.com/idea/CITIZENS_BANCSHARES_CORP/4517164581#description https://dirtcheapstocks.substack.com/p/case-study-3x-earnings-20-of-net https://www.valueinvestorsclub.com/idea/CITIZENS_BANCSHARES_CORP/4517164581#description https://dirtcheapstocks.substack.com/p/case-study-3x-earnings-20-of-net"
X Link 2025-01-13T14:33Z [----] followers, [----] engagements
"@StockCompil Halvio Capital's write-up on $CZBS is well done. Here is a link to his write-up: https://x.com/alexbossert/status/1878812604631822366t=hiUGCiJJQ67rxhOMDrGBEw&s=19 https://x.com/alexbossert/status/1878812604631822366t=hiUGCiJJQ67rxhOMDrGBEw&s=19"
X Link 2025-01-20T03:04Z [----] followers, [----] engagements
"I fully agree with @eriksen_tim's thoughts on Citizens Bancshares $CZBS: "Annualized earnings run rate after preferred stock expense is roughly $7.50 per share. The stock is an incredible bargain at seven times earnings for a massively overcapitalized bank that is shareholder friendly. We expect them to either make an acquisition or increase organic growth all the while continuing to return capital to shareholders via dividends and share repurchases." Cedar Creek Partners [----] year end letter is out. Fund underperformed in [----] but we think we are well positioned in attractive securities."
X Link 2025-02-11T15:08Z [----] followers, [----] engagements
"A few months ago several prominent fintwit accounts were dunking on Dino Polska $DNP.WA when the stock temporarily fell. That did not age well. Shares just hit another all-time high on the back of steller business performance & accelerating growth. Good Q4 summary: Dino Polska $DNP.WA published their Q4 results after-hours. Here is our take [--]. Dino opened +116 stores in Q4 which means they opened [---] new stores in [----] (250 in 2023). Management delivered on their promise to open more stores this year compared to [----] good sign https://t.co/igJF03emV1 Dino Polska $DNP.WA published their Q4"
X Link 2025-02-28T14:40Z [----] followers, [----] engagements
"@leevalueroach @DanielSeyde I meant what's your thesis on $FSCR"
X Link 2025-03-02T11:16Z [----] followers, [---] engagements
"Daily Journal (NASDAQ: $DJCO) appears to be an under-the-radar gem mispriced sticky macro-insensitive high-margin mission-critical and growing. I used to attend the Daily Journal annual meetings in Los Angeles to learn from Charlie Munger. At those meetings few if any questions related to the company itself. Like most others I overlooked the business. At the [----] annual meeting Im told only about two dozen nonemployees attended. There is no sell-side coverage no earnings calls and no investor relations functionan ideal setup for an overlooked compounder. Journal Technologies (JTI) is Daily"
X Link 2025-10-31T12:03Z [----] followers, 50.6K engagements
"$DJCO just posted a massive quarter for Journal Technologies. There is no question this business is inflecting positively under new CEO Steven Myhill-Jones. Most Notable: Annual Recurring Revenue (ARR) at Journal Technologies surged 9% in just [--] monthsjumping from $48M to over $52M. That level of sequential growth is rare for a government software business. Journal Technologies (The Growth Engine): Revenue: $69.9M (+32% YoY). It now drives 80% of total consolidated revenue. Drivers: Consulting Fees spiked 51% ($22.5M) & Other Public Service Fees jumped 59%. Future Growth: Secured [--] new"
X Link 2025-12-30T14:29Z [----] followers, 14.4K engagements
"As the $BRK annual meeting approaches I'm excited to share a picture from the incredible [--] hour dinnerI recently had with Charlie Munger at his home in CA. I've been fortunate enough to dine with Munger twicein the past year. At age [--] Charlie remains as sharp as ever"
X Link 2023-04-29T15:25Z [----] followers, 182.9K engagements
"The near term outlook for the military programs that Solitron Devices $SODI supplies to is strong. In the near term production levels for the Advanced Medium-Range Air-to-Air Missile (AMRAAM) is slated to remain flat High Mobility Artillery Rocket System (HIMARS) production will grow by 100% and Standard Missile-6 (SM-6) production will grow by 140%. This will be a great tailwind for Solitron's sales over the next several years. Here is some good information on the production outlook for three of the military programs that I believe are most impactful for Solitron (via Perplexity AI):"
X Link 2024-06-12T14:46Z [----] followers, [----] engagements
"$RTX's CEO just announced that AMRAAM production will be doubling this year. AMRAAM is $SODI's largest program. I estimate this will add an incremental $1m - $1.5m to $SODI's annual net income going forward. 🚨 "Last year we doubled AMRAAM production; we're doubling production again this year and we're going to continue to increase that production." -Raytheon CEO Phil Jasper Raytheon previously announced that the 1200/y MAX facilitization would be reached by the end of [----]. https://t.co/c9anoYU5gD 🚨 "Last year we doubled AMRAAM production; we're doubling production again this year and we're"
X Link 2025-05-07T14:06Z [----] followers, 12.1K engagements
"The Aegis Ballistic Missile Defense system which will be integrated into the Golden Dome uses both SM-3 and SM-6 interceptors which are both large programs for Solitron Devices $SODI. The proposed Golden Dome missile shield could result in $500 billion of additional U.S. defense spending. The revenue from this project would largely fall to a very small number of U.S. defense contractors with minimal aggregate S&P [---] exposure. What's in your index The proposed Golden Dome missile shield could result in $500 billion of additional U.S. defense spending. The revenue from this project would"
X Link 2025-07-11T15:09Z [----] followers, [----] engagements
"This is great news for $SODI AMRAAM is Solitron's largest program. Order Lot [--] was valued at $1.2 billion while Order Lots [--] and [--] are averaging $1.75 billion. This represents a substantial 45% increase compared to Order Lot [--]. This growth will be a very impactful tailwind to Solitron's bottom line. 🚨 The US Air Force has awarded Raytheon a $3.5 billion firm-fixed-price incentive undefinitized contract action for Advanced Medium Range Air-to-Air Missile (AMRAAM) Production Lots [--] (FY25) and [--] (FY26) including Foreign Military Sales customers: Denmark Belgium https://t.co/uGXuYj7jgW 🚨"
X Link 2025-08-01T13:58Z [----] followers, [----] engagements
"$BOC Brookfield Infrastructure Partners $BIP $BAM announced a $7 billion acquisition of Hotwire Communications last month. As of Q2 [----] Hotwire serves [------] fiber internet subscribers valuing each at $23330a figure that indicates a significant premium for platform value and future contracted backlog. Why would a smart investor like Brookfield pay this much Because Hotwire focuses on a specific niche where they lay fiber internet to HOA communities. HOAs generally sign a 10+ year agreement covering all passings with annual rent escalators. As a result the uptake rate is 100%. Additionally"
X Link 2025-09-01T14:50Z [----] followers, [----] engagements
"RT @TreyHenninger: Massive news out of $SODI. Solitron has received in-bound interest in an acquisition of the company. Price and terms u"
X Link 2026-02-03T21:57Z [----] followers, [--] engagements
"RT @psyopcapital: I've owned a good chunk of this company for [--] years don't talk about it much but what tim and mark have accomplished i"
X Link 2026-02-04T18:21Z [----] followers, [--] engagements
"RT @TreyHenninger: 13% yielding investments inside $SODI as an asset on the balance sheet"
X Link 2026-02-04T18:21Z [----] followers, [--] engagements
"RT @alexbossert: What a week for Solitron Devices $SODI Two major catalysts are converging: [--]. $SODI just confirmed inbound acquisition"
X Link 2026-02-05T14:09Z [----] followers, [--] engagements
"RT @alexbossert: Sky Harbour $SKYH just locked down $450M in capital ($150M in Series [----] Bonds and the $300M JPM facility) at a weighted"
X Link 2026-02-08T13:54Z [----] followers, [--] engagements
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