# ![@eriksen_tim Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::908808302.png) @eriksen_tim Tim Eriksen

Tim Eriksen posts on X about $sodi, $czbs, $pchm, $endi the most. They currently have [---------] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::908808302/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::908808302/c:line/m:interactions.svg)

- [--] Week [-----] -94%
- [--] Month [------] +177%
- [--] Months [-------] -7.10%
- [--] Year [-------] +24%

### Mentions: [--] [#](/creator/twitter::908808302/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::908808302/c:line/m:posts_active.svg)

- [--] Week [--] +20%
- [--] Month [--] +51%
- [--] Months [---] +29%
- [--] Year [---] +90%

### Followers: [---------] [#](/creator/twitter::908808302/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::908808302/c:line/m:followers.svg)

- [--] Week [------] +0.03%
- [--] Month [------] +1.80%
- [--] Months [------] +6.40%
- [--] Year [------] +12%

### CreatorRank: [---------] [#](/creator/twitter::908808302/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::908808302/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [stocks](/list/stocks)  [technology brands](/list/technology-brands)  [currencies](/list/currencies)  [nfl](/list/nfl) 

**Social topic influence**
[$sodi](/topic/$sodi) #2, [$czbs](/topic/$czbs), [$pchm](/topic/$pchm) #1, [$endi](/topic/$endi) #2, [$mfbp](/topic/$mfbp), [$prom](/topic/$prom) #19, [$pgnt](/topic/$pgnt), [$roytl](/topic/$roytl), [share](/topic/share), [$pdrx](/topic/$pdrx)

**Top accounts mentioned or mentioned by**
[@ron284ron](/creator/undefined) [@dirtcheapstocks](/creator/undefined) [@alluvialcapital](/creator/undefined) [@thewritser](/creator/undefined) [@darkfirecapital](/creator/undefined) [@treyhenninger](/creator/undefined) [@oracleof90402](/creator/undefined) [@valuestalker](/creator/undefined) [@charlesgoodnig1](/creator/undefined) [@laurenzseiger](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@stocksoddball](/creator/undefined) [@sigmondthegrey](/creator/undefined) [@normanklyde](/creator/undefined) [@willkim85](/creator/undefined) [@whitingbarnabas](/creator/undefined) [@tiehackcapital](/creator/undefined) [@aureliusltd28](/creator/undefined) [@thebankzhar](/creator/undefined) [@elementaryvalue](/creator/undefined)

**Top assets mentioned**
[Prom (PROM)](/topic/$prom) [Not Pixel (PX)](/topic/$px) [Alphabet Inc Class A (GOOGL)](/topic/$googl) [Iqvia Holdings Inc (IQV)](/topic/$iqv) [Berkshire Hathaway Inc Class B (BRK.B)](/topic/$brkb)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Westell Technologies $WSTL burying positive news Repurchasing over 10% of their stock at a price below net cash. $1.90 last trade. ttm EPS $0.14. BVPS $2.93 Cash $1.98 per share prior to repurchase. Est repurchase price $1.75. Don't like that they confuse book value with intrinsic value. https://twitter.com/i/web/status/1892633567454495184 https://twitter.com/i/web/status/1892633567454495184"  
[X Link](https://x.com/eriksen_tim/status/1892633567454495184)  2025-02-20T17:53Z 11.9K followers, 17.2K engagements


"@DougMohn Ameritrade didnt let me buy California Orchard $CAOX so it has some exceptions"  
[X Link](https://x.com/eriksen_tim/status/1024144855599988736)  2018-07-31T04:08Z 11.1K followers, [--] engagements


"@TreyHenninger @ElementaryValue I would be willing. I would love to give more color on $BVERS and a number of other Otc stocks"  
[X Link](https://x.com/eriksen_tim/status/1188584933364645889)  2019-10-27T22:35Z 11.1K followers, [--] engagements


"@alluvialcapital I agree. I have it in the fund along with $FINN $PPBB and $TRUX"  
[X Link](https://x.com/eriksen_tim/status/1227705006020841478)  2020-02-12T21:24Z 11.2K followers, [--] engagements


"Another solid quarter for $MNDO. Continuing large annual dividend. $0.24 this year. Double digit yield. Great balance sheet. MIND CTI Reports Fourth Quarter and Full Year [----] Results $MNDO https://t.co/CHozzAtLtW MIND CTI Reports Fourth Quarter and Full Year [----] Results $MNDO https://t.co/CHozzAtLtW"  
[X Link](https://x.com/eriksen_tim/status/1237830556978573313)  2020-03-11T19:59Z 10.2K followers, [--] engagements


"@20Slots I am comfortable with what I have seen. The $bvers annual report includes the management company report too. Fees equal expenses for mgmt and directors. No additional percentage of profits or assets. 1-2% of book. [---] to 0.6% based on market"  
[X Link](https://x.com/eriksen_tim/status/1260676983651876865)  2020-05-13T21:03Z 11.1K followers, [--] engagements


"Nice quarter for $WCRS. $4.15 stock price. $6.93 in book value. $4.64 per share of net cash. $0.34 of trailing EPS. Share repurchase plan in place. Did reduce dividend this quarter"  
[X Link](https://x.com/eriksen_tim/status/1261363804316680192)  2020-05-15T18:32Z 11.2K followers, [--] engagements


"Q2 [----] Letter for Cedar Creek Partners is now available. $PCOA $RBCN $BWEL $DBMG $HCHC $SODI $DHIL $PIOE I have also posted letters for [----] as well. https://www.eriksencapitalmgmt.com/investor-letters https://www.eriksencapitalmgmt.com/investor-letters"  
[X Link](https://x.com/eriksen_tim/status/1285771672809684992)  2020-07-22T03:00Z 11.1K followers, [--] engagements


"Breaking news: Atlanta Falcons are expected to propose NFL games be shortened to three quarters"  
[X Link](https://x.com/eriksen_tim/status/1310313641560875008)  2020-09-27T20:21Z 10.2K followers, [--] engagements


"Q3 [----] Cedar Creek Partners Letter is now available. $DHIL $SCHW $PCOA $HOLU $SODI $PIOE $DBMG $BVERS $PCHM https://www.eriksencapitalmgmt.com/investor-letters https://www.eriksencapitalmgmt.com/investor-letters"  
[X Link](https://x.com/eriksen_tim/status/1316078535543406592)  2020-10-13T18:09Z 11.1K followers, [--] engagements


"Thank you. Another small holding of $PCOA Mavenir has filed to go public. Story just keeps getting better. https://twitter.com/shaidardashti/status/1319739718913855488 https://twitter.com/shaidardashti/status/1319739718913855488"  
[X Link](https://x.com/eriksen_tim/status/1319741186953756674)  2020-10-23T20:43Z 11.1K followers, [--] engagements


"Another excellent quarter for $WCRS. Stock is $6. Q3 EPS of $0.11 versus loss of $(0.01). TTM EPS $0.84. Book value $7.58 per share. Cash/Investments of $5.29 per share. No debt. Co. repurchased 3% of its shares in Q3 at $6"  
[X Link](https://x.com/eriksen_tim/status/1328366531231707136)  2020-11-16T15:57Z 11.2K followers, [--] engagements


"Interesting nano cap idea from @dirtcheapstocks. $TTHG. Stock is $0.22. Q3 EPS of $0.05. TTM EPS $0.11. Book is $0.48 per sh. Net cash is $0.24 per sh. Half of debt is forgivable PPP loan. Own two buildings. Cleaning supply co. benefiting from COVID. Negs- mgmt NV corp"  
[X Link](https://x.com/eriksen_tim/status/1328376052150747136)  2020-11-16T16:35Z 11.2K followers, [--] engagements


"P10 Holdings Inc. Announces Transformative Transaction P10 Holdings $PIOE at it again. https://ir.p10holdings.com/news-releases/news-release-details/p10-holdings-inc-announces-transformative-transaction-0 https://ir.p10holdings.com/news-releases/news-release-details/p10-holdings-inc-announces-transformative-transaction-0"  
[X Link](https://x.com/eriksen_tim/status/1329536875393007616)  2020-11-19T21:27Z 11.2K followers, [--] engagements


"Great to see $HOLUU announcement on Astra. Nice pop in bid for $PCOA as well. For every Pendrell share you get almost [----] Holicity shares and over [----] warrants plus about $220000 of cash and other investments. Total of almost 400k per share. Hope they do another SPAC"  
[X Link](https://x.com/eriksen_tim/status/1356691485840744450)  2021-02-02T19:50Z 11.2K followers, [--] engagements


"Cedar Creek Partners [----] Year end letter posted. $PCOA $HOL $ALPIB $CCUR $SODI $BWEL $DBMG $PCHM https://www.eriksencapitalmgmt.com/investor-letters https://www.eriksencapitalmgmt.com/investor-letters"  
[X Link](https://x.com/eriksen_tim/status/1358231419672170500)  2021-02-07T01:49Z 11.1K followers, [--] engagements


"Great quarter for Alloy Steel $AYSI. Currently $2.10. ttm eps $0.35 cash eps $0.45. Book $2.48. Net cash $0.66. Negs- Is controlled by Kostecki family. Questionable related party transactions in past"  
[X Link](https://x.com/eriksen_tim/status/1362070508578107395)  2021-02-17T16:04Z 11.1K followers, [--] engagements


"@newsfilterio Great news for $PCOA as sponsor. Over [----] shares of $COLIU in each PCOA share. And [----] warrants. Already have $HOL exposure plus cash and other investments"  
[X Link](https://x.com/eriksen_tim/status/1364681715503915012)  2021-02-24T21:00Z 11.1K followers, [--] engagements


"@OurBank3 @Catahoula_Value What are you wanting to know I own shares in the fund and live in the same town. I can ask around"  
[X Link](https://x.com/eriksen_tim/status/1369753637191217153)  2021-03-10T20:54Z 11.2K followers, [--] engagements


"@caveatemptorst1 @skidston Yes. Did with $ALMC $PCOA $PCPJ"  
[X Link](https://x.com/eriksen_tim/status/1383948426845462534)  2021-04-19T00:59Z 11.1K followers, [--] engagements


"Sure is a lot of $MGAG available today. Bought [---] shares which is a lot when there are only [-----] outstanding"  
[X Link](https://x.com/eriksen_tim/status/1395392152427843586)  2021-05-20T14:53Z 11.2K followers, [--] engagements


"@CapitalKipper @DarkfireCapital TD has not allowed me to buy $BVERS for about two years. I ended up using ally which was a total nightmare"  
[X Link](https://x.com/eriksen_tim/status/1418790741925453825)  2021-07-24T04:30Z 11.1K followers, [--] engagements


"@noobyinvestor @DarkfireCapital @CapitalKipper They do charge $300 to buy and to sell $BVERS"  
[X Link](https://x.com/eriksen_tim/status/1418805411193499654)  2021-07-24T05:29Z 11.1K followers, [--] engagements


"$AYSI Alloy Steel mgmt buyout at $2.55 is disappointing. trm EPS of $0.36. ttm cash EPS of $0.46. Have nearly $0.80 per share of net cash. Paying less than [--] times cash earnings net of excess cash"  
[X Link](https://x.com/eriksen_tim/status/1420132613856002050)  2021-07-27T21:22Z 11.1K followers, [--] engagements


"@AgInAustin1 A little. I thought the quarter was excellent"  
[X Link](https://x.com/eriksen_tim/status/1427408113762594818)  2021-08-16T23:13Z 11.1K followers, [--] engagements


"@ThomasBraziel $WELX I think you are familiar"  
[X Link](https://x.com/eriksen_tim/status/1429857339004231696)  2021-08-23T17:25Z 11.1K followers, [--] engagements


"P10 $PIOE $PX prices below 14-16 range. P10 Announces Pricing of its Initial Public Offering https://www.globenewswire.com/news-release/2021/10/21/2317917/0/en/P10-Announces-Pricing-of-its-Initial-Public-Offering.html https://www.globenewswire.com/news-release/2021/10/21/2317917/0/en/P10-Announces-Pricing-of-its-Initial-Public-Offering.html"  
[X Link](https://x.com/eriksen_tim/status/1451033794786463750)  2021-10-21T03:53Z 11.2K followers, [--] engagements


"@basedshark01 They reported impressive earnings in the quarter but provided no details"  
[X Link](https://x.com/eriksen_tim/status/1455969143027429376)  2021-11-03T18:44Z 11.2K followers, [--] engagements


"@basedshark01 What if $TTHG revenue is due to a school districts sanitizing Could they sustain this level of sales Seems possible. I am going to let it ride for now"  
[X Link](https://x.com/eriksen_tim/status/1455984395043565570)  2021-11-03T19:45Z 11.2K followers, [--] engagements


"Cedar Creek Q3 Investor Letter is up. $BMTX $SODI $PCHM $NNUP $DBMG $PCOA https://www.eriksencapitalmgmt.com/investor-letters https://www.eriksencapitalmgmt.com/investor-letters"  
[X Link](https://x.com/eriksen_tim/status/1457073384810942468)  2021-11-06T19:52Z 11.1K followers, [--] engagements


"Time for the [----] $BOMN annual meeting. Chilly day in Omaha"  
[X Link](https://x.com/eriksen_tim/status/1459534618080776192)  2021-11-13T14:52Z 11.1K followers, [--] engagements


"Colorado company explores Raleigh County for solar farm Local News $BVERS https://www.register-herald.com/news/local_news/colorado-company-explores-raleigh-county-for-solar-farm/article_d2964a7a-4693-11ec-8b30-7f878b49777a.html http://register-herald.com https://www.register-herald.com/news/local_news/colorado-company-explores-raleigh-county-for-solar-farm/article_d2964a7a-4693-11ec-8b30-7f878b49777a.html http://register-herald.com"  
[X Link](https://x.com/eriksen_tim/status/1461121082606305280)  2021-11-17T23:56Z 11.1K followers, [--] engagements


"@afermy @OzzieCapital @CharlesSchwab @OTCMarkets Maybe related to fees or the application process. I dont see how $QUCT or $SRLY will stay off expert market. Annual filing is not enough to satisfy the rule"  
[X Link](https://x.com/eriksen_tim/status/1491247445552267264)  2022-02-09T03:07Z 11.2K followers, [--] engagements


"@OzzieCapital @CharlesSchwab @OTCMarkets Thanks to whoever sold the $MGAG today"  
[X Link](https://x.com/eriksen_tim/status/1491535877008347138)  2022-02-09T22:13Z 11.2K followers, [--] engagements


"@StocksOddball @Ron284Ron $QUCT is so over-capitalized. They should sell t-bills and pay a $500 per share dividend. If they did stock would barely decline cause it would signal wise capital allocation. Trust biz is worth 15x earnings or more"  
[X Link](https://x.com/eriksen_tim/status/1508553740759945218)  2022-03-28T21:16Z 11.2K followers, [--] engagements


"@AgInAustin1 10-k says [---] shareholders of record. I dont know the number in street name"  
[X Link](https://x.com/eriksen_tim/status/1527070783041937409)  2022-05-18T23:37Z 11.2K followers, [--] engagements


"Cedar Creek Partners Q2 [----] letter is finally out. Enjoy $BMTX $HRBR $ROYTL $WCRS $PDRX $MGAG https://www.eriksencapitalmgmt.com/investor-letters https://www.eriksencapitalmgmt.com/investor-letters"  
[X Link](https://x.com/eriksen_tim/status/1552714893161156608)  2022-07-28T17:57Z 11.2K followers, [--] engagements


"$BUKS received approval for sports wagering at its Boot Hill casino. https://www.otcmarkets.com/filing/htmlid=16027667&guid=iZ1-kp-vXMpCJth https://www.otcmarkets.com/filing/htmlid=16027667&guid=iZ1-kp-vXMpCJth"  
[X Link](https://x.com/eriksen_tim/status/1560326778391912449)  2022-08-18T18:04Z 11.1K followers, [--] engagements


"Q3 for $MFBP little better than I initially thought based on call reports. $0.51 for the quarter. https://www.otcmarkets.com/stock/MFBP/news/MF-Bancorp-Inc-Announces-Third-Quarter-2022-Results-and-Quarterly-Cash-Dividendid=379010 https://www.otcmarkets.com/stock/MFBP/news/MF-Bancorp-Inc-Announces-Third-Quarter-2022-Results-and-Quarterly-Cash-Dividendid=379010"  
[X Link](https://x.com/eriksen_tim/status/1588600762170740736)  2022-11-04T18:35Z 11.1K followers, [--] engagements


"@alluvialcapital $EVRC settled and plans on liquidating per their website. $1.25 per share initial distribution"  
[X Link](https://x.com/eriksen_tim/status/1620845260393054208)  2023-02-01T18:03Z 11.2K followers, [----] engagements


"The FDIC to large SVB depositors"  
[X Link](https://x.com/eriksen_tim/status/1634264664166256640)  2023-03-10T18:47Z 10.2K followers, [----] engagements


"@Citrini7 @DakotasTwits Yea they can use it for acquisition"  
[X Link](https://x.com/eriksen_tim/status/1639041940577742848)  2023-03-23T23:10Z 11.1K followers, [---] engagements


"@Citrini7 @DakotasTwits $BFCC has done multiple acquisitions"  
[X Link](https://x.com/eriksen_tim/status/1639042185793519616)  2023-03-23T23:11Z 11.1K followers, [---] engagements


"$CZBS call report (bank only) reconciliation versus FR-Y9 semi-annual holding company report and Annual Report. Assumed hold co. costs were difference and the allocated evenly. Matches Annual Report"  
[X Link](https://x.com/eriksen_tim/status/1653902243165528069)  2023-05-03T23:19Z 11.2K followers, [----] engagements


"Anyone planning on attending $CZBS annual meeting in Atlanta on May 24"  
[X Link](https://x.com/eriksen_tim/status/1658334933562322946)  2023-05-16T04:53Z 11.2K followers, [----] engagements


"Only [--] shareholders at the $CZBS meeting. Worth the trip. Excellent management and quality board. Answered all the questions we had. Nice lunch too. Also good to spend time with other shareholders"  
[X Link](https://x.com/eriksen_tim/status/1661468048442765313)  2023-05-24T20:23Z 11.2K followers, [----] engagements


"Anyone have a copy of Propel Media $PROM annual report since [----] that they will share with me I have [----] information but cant confirm source. Nothing but estimates since"  
[X Link](https://x.com/eriksen_tim/status/1669402130862739456)  2023-06-15T17:50Z [----] followers, [----] engagements


"@DrSichuan Also Lasso only started in [----] which implies new entrants can enter. Here is the filing (unfortunately redacted). Points 1-8 cover competition 9-21 is potential vertical market impact. https://www.ftc.gov/system/files/ftc_gov/pdf/d09416_iqvia-pmi_administrative_part_3_complaint_-_public.pdf https://www.ftc.gov/system/files/ftc_gov/pdf/d09416_iqvia-pmi_administrative_part_3_complaint_-_public.pdf"  
[X Link](https://x.com/eriksen_tim/status/1682581942489989120)  2023-07-22T02:42Z [----] followers, [---] engagements


"@turtlebay_io How did they pay off $66M of debt on $12M of Free cash flow in [----] Are these actual numbers or someones assumptions Interest rates had to be over 10%"  
[X Link](https://x.com/eriksen_tim/status/1687569254055559174)  2023-08-04T21:00Z [----] followers, [--] engagements


"$TSRI TSR Inc. Board of Directors Announces Exploration of Strategic Alternatives"  
[X Link](https://x.com/eriksen_tim/status/1696267823537144096)  2023-08-28T21:05Z [----] followers, [----] engagements


"$SODI announces acquisition of Micro Engineering. Link to 8-K. Press release should be out shortly"  
[X Link](https://x.com/eriksen_tim/status/1699153206126018587)  2023-09-05T20:11Z [----] followers, 12.6K engagements


"Solitron Devices $SODI press release on Micro Engineering transaction and prelim fiscal Q2 sales and bookings"  
[X Link](https://x.com/eriksen_tim/status/1699161725365624865)  2023-09-05T20:44Z [----] followers, 11.2K engagements


"@DarkfireCapital @Ron284Ron @alluvialcapital I glanced at the financials. I thought the cash flow statement had mistakes or was falsified"  
[X Link](https://x.com/eriksen_tim/status/1707431306542698788)  2023-09-28T16:25Z [----] followers, [---] engagements


"@ikedim Yes and no. If they wait three years after the initial tender they can acquire the rest of RBCN. Could have troubles with a tender it buyout. Then they have to inject cash and then find a business to buy. They will still have paid way too much"  
[X Link](https://x.com/eriksen_tim/status/1709769853081731443)  2023-10-05T03:17Z [----] followers, [---] engagements


"@TreyHenninger @CharlesGoodnig1 I know Trey. I was just trying to reply at the bottom the the thread. Sorry for any confusion"  
[X Link](https://x.com/eriksen_tim/status/1714764399704244529)  2023-10-18T22:04Z [----] followers, [---] engagements


"@pepersoons @TreyHenninger @CharlesGoodnig1 Actually depends on a number of factors. SODI sold some for the acquisition"  
[X Link](https://x.com/eriksen_tim/status/1715758081324548124)  2023-10-21T15:52Z 10.2K followers, [---] engagements


"@DarkfireCapital I cant speak much about $CVGW. All of the rest are poorly managed"  
[X Link](https://x.com/eriksen_tim/status/1716200240393712032)  2023-10-22T21:09Z 11.2K followers, [----] engagements


"@oracleof90402 @DarkfireCapital No. Some misunderstood a deep dive a did a few years. The potential is there. Love the business. Capital allocation is poor. Plow retained earnings into low yield securities. Eternal $10 dividend regardless of earnings"  
[X Link](https://x.com/eriksen_tim/status/1716223867159806373)  2023-10-22T22:43Z [----] followers, [----] engagements


"@pepersoons @TreyHenninger @CharlesGoodnig1 1) Never said there was the same investment horizon. 2) We put less than $1 million into a unique investment opportunity. It would not have prevented the acquisition. 3) If CZBS had been down 50% that would mean $9 per share or just over [--] times earnings. Odd hypothetical"  
[X Link](https://x.com/eriksen_tim/status/1716466087339098606)  2023-10-23T14:46Z [----] followers, [---] engagements


"@6jykdryyb7 ECIP preferred is not transferrable in first five years to acquirer unless they are also an MDI/CDFI. So acquisition by other ECIP recipients is only real possibility right now. The thesis has nothing to do with being acquired anyway"  
[X Link](https://x.com/eriksen_tim/status/1717230920384811117)  2023-10-25T17:25Z [----] followers, [--] engagements


"@Ron284Ron Excellent. Provides strong evidence of $PROM profitability even after legal costs related to potential sale to $IQV"  
[X Link](https://x.com/eriksen_tim/status/1722713054125883877)  2023-11-09T20:29Z [----] followers, [---] engagements


"less than [--] million shares o/s. Market cap is under $7 million. Reminder - whether buying or selling illiquid micro caps always use limit orders"  
[X Link](https://x.com/eriksen_tim/status/1726773558745968795)  2023-11-21T01:24Z [----] followers, [----] engagements


"Worst case is liquidation"  
[X Link](https://x.com/eriksen_tim/status/1726779193290100816)  2023-11-21T01:46Z [----] followers, [----] engagements


"@thebrett02 Schwab TD T Rowe work fine for me"  
[X Link](https://x.com/eriksen_tim/status/1726780778737004766)  2023-11-21T01:53Z [----] followers, [----] engagements


"@Ron284Ron I can't imagine individual investors responded that quickly so it leads me to assume it was the MM or a quant fund. It surprised me that it goes on with that illiquid of a stock"  
[X Link](https://x.com/eriksen_tim/status/1730367675740930219)  2023-11-30T23:26Z [----] followers, [---] engagements


"@SigmondThegrey @normanklyde @willkim85 @TreyHenninger Norman 1) you appear to not understand what related party means; 2) buying similar stocks as the fund was known by anyone paying attention; and 3) you think making 70% return in under two years is propping up an investment"  
[X Link](https://x.com/eriksen_tim/status/1743145689536933968)  2024-01-05T05:41Z [----] followers, [---] engagements


"IQvia $IQV and Propel $PROM have apparently agreed to abandon their proposed merger. We are a bit surprised but our thesis was never about the certainty of the deal rather "heads we win huge tails we win a lot". Happy to hold. https://www.deepintent.com/an-open-letter-to-deepintent-clients-and-partners-on-the-iqvia-acquisition-2nd-and-final-update/ https://www.deepintent.com/an-open-letter-to-deepintent-clients-and-partners-on-the-iqvia-acquisition-2nd-and-final-update/"  
[X Link](https://x.com/eriksen_tim/status/1743313045655593347)  2024-01-05T16:46Z [----] followers, [----] engagements


"@normanklyde @SigmondThegrey @willkim85 @TreyHenninger I am not making an excuse and there is no mistake. It is in Cedar Creeks public letters and Solitron press releases and was discussed at the annual meeting. What does your 70% return is based off no cash flow generation even mean We have nearly pulled our basis out. 1/2"  
[X Link](https://x.com/anyuser/status/1743467588469031146)  2024-01-06T03:00Z [--] followers, [---] engagements


"@normanklyde @SigmondThegrey @willkim85 @TreyHenninger I dont play fast and loose so I wont. We have a COO and a strong board. No issues with SEC. Every filing is reviewed by legal. We made it fairly clear what we owned. We disclosed more than what was required. Only complainer is you. So"  
[X Link](https://x.com/eriksen_tim/status/1743478722085441944)  2024-01-06T03:44Z [----] followers, [---] engagements


"@normanklyde @SigmondThegrey @willkim85 @TreyHenninger Takes 80% of o/s shares to change staggered board. We tried. Didnt get the vote. Yes two board members have past issues. Me being CFO saves money. What worries you about me having both roles"  
[X Link](https://x.com/eriksen_tim/status/1743488961992179826)  2024-01-06T04:25Z [----] followers, [---] engagements


"Investing in a stock is like owning a business. The most likely (or easiest) way to lose money is for the business to be losing money. Look for good businesses. A good business usually makes money even when they are small. Microsoft $MSFT is a great example"  
[X Link](https://x.com/eriksen_tim/status/1748377485539176605)  2024-01-19T16:10Z [----] followers, [----] engagements


"@NOTFOMO My post wasn't about MSFT being a massive grower at a low P/E at its IPO even though it was or what bond rates offered at the time. It was about the importance of buying/owning businesses that are profitable whether bought in whole or in part (stocks)"  
[X Link](https://x.com/eriksen_tim/status/1748483918603723007)  2024-01-19T23:13Z [----] followers, [---] engagements


"@Investing501 Why earnings/fcf growth and not earnings Dividends are just a portion of earnings. Without earnings a dividend is essentially a return of capital"  
[X Link](https://x.com/eriksen_tim/status/1749501784186609795)  2024-01-22T18:38Z [----] followers, [---] engagements


"@Bonhoeffer_KDS @Investing501 Being a micro cap guy I just look for five times earnings where it is truly free cash flow. As long as management doesn't burn it i should earn that plus any multiple expansion whether there is growth or not"  
[X Link](https://x.com/eriksen_tim/status/1749517455763104191)  2024-01-22T19:40Z [----] followers, [---] engagements


"Propel Media $PROM paying another special dividend. $.011092"  
[X Link](https://x.com/eriksen_tim/status/1752460223812669776)  2024-01-30T22:34Z 10K followers, [----] engagements


"While hesitant to get political we have to recognize that we have a serious issue. The section below is from the Special Counsel's report on President Biden's handling of classified documents. When does Sec. [--] of the 25th Amendment get invoked"  
[X Link](https://x.com/eriksen_tim/status/1755755895798341797)  2024-02-09T00:50Z [----] followers, [----] engagements


"Ever had a stock you own get bought out Oftentimes the deal has a few months until close and the price is near the deal price. Why hold it The upside is limited right Here is why holding on to the end in a buyout can be beneficial. 1/7"  
[X Link](https://x.com/eriksen_tim/status/1757145030744289645)  2024-02-12T20:49Z 11.1K followers, 50.7K engagements


"Alloy Steel $AYSI was a stock the fund owned in 2020-2021. We had first bought at $1.20 based on trailing EPS of $0.38 and $0.22 per share of net cash. The had just purchased the founders IP for which they had been paying a royalty. 2/7"  
[X Link](https://x.com/eriksen_tim/status/1757145084074831883)  2024-02-12T20:50Z 11.2K followers, [----] engagements


"A settlement has been reached that just needs court approval. Gross amount is $1.90 per share. Attorneys will get 30% plus some other fees leaving around $1.30 per share. The settlement proceeds will go only to owners as of the date the deal closed. 6/7"  
[X Link](https://x.com/eriksen_tim/status/1757145365395251705)  2024-02-12T20:51Z [----] followers, [----] engagements


"Those who sold a few pennies below the deal price in order to get higher returns will lose out on a 50% gain on the position but an even higher IRR since they would have got paid the initial $2.55 per share at close. Lesson - don't be too quick to sell in a buyout 7/7"  
[X Link](https://x.com/eriksen_tim/status/1757145909463589204)  2024-02-12T20:53Z [----] followers, [----] engagements


"@hurdle_rate My bad for not being more precise. Not talking about a stock deal or merger just a buyout and more specific one by insiders"  
[X Link](https://x.com/eriksen_tim/status/1757411296407122306)  2024-02-13T14:27Z [----] followers, [---] engagements


"@WhitingBarnabas why can't it be right"  
[X Link](https://x.com/eriksen_tim/status/1761091595619971095)  2024-02-23T18:12Z [----] followers, [---] engagements


"@WhitingBarnabas I am not following. OTC market cap of [----] million seems accurate as of yesterdays closing price. Are you seeing a different market cap number elsewhere"  
[X Link](https://x.com/eriksen_tim/status/1761092691847458855)  2024-02-23T18:16Z [----] followers, [---] engagements


"@WhitingBarnabas Apple stocks uses Yahoo finance which is not very good on otc stocks. Their financial info looks stale"  
[X Link](https://x.com/eriksen_tim/status/1761094677879734782)  2024-02-23T18:24Z [----] followers, [---] engagements


"Happy Easter"  
[X Link](https://x.com/eriksen_tim/status/1774453493748949165)  2024-03-31T15:07Z [----] followers, [----] engagements


"@CarswellWilliam @Ron284Ron I actually made the error. The Common Stock number in the statement of equity is at par value ($10 per share). The balance sheet clearly shows a [--] share reduction. So they paid $500 per share"  
[X Link](https://x.com/eriksen_tim/status/1785446973296066921)  2024-04-30T23:11Z [----] followers, [--] engagements


"Nice to see Propel Media $PROM paying another dividend. $0.00509 per share. Over [---] cents per share in last twelve months - not bad compared to Cedar Creek's $0.23 basis. Still wish FTC had not blocked sale at $3 per share. I think our patience will still be rewarded"  
[X Link](https://x.com/eriksen_tim/status/1786190914995749374)  2024-05-03T00:27Z 10.1K followers, [----] engagements


"$TSRI to be acquired for $13.40 per share. Congratulations to everyone for their hard work. https://finance.yahoo.com/news/tsr-inc-acquired-founder-bcforward-213200737.html https://finance.yahoo.com/news/tsr-inc-acquired-founder-bcforward-213200737.html"  
[X Link](https://x.com/eriksen_tim/status/1790865490392567967)  2024-05-15T22:03Z 10.3K followers, 12.7K engagements


"@Investing501 I got $0.12 once I adjusted for taxes. No reason they cant do $0.12 or $0.13 this year"  
[X Link](https://x.com/eriksen_tim/status/1816490746796761507)  2024-07-25T15:08Z [----] followers, [---] engagements


"@vollbrecht74867 Due to lack of loan growth it is very likely the max 2%"  
[X Link](https://x.com/eriksen_tim/status/1819462241349259599)  2024-08-02T19:56Z [----] followers, [---] engagements


"@vollbrecht74867 Loan growth needs to be 200% to get the 1.25% div rate. Thats loans made versus level of loans made in [----] not amount of loans on balance sheet. Not a sore loser at all. We have a mix of positive and negative data. Since I am an earnings investor I put more weight on that"  
[X Link](https://x.com/eriksen_tim/status/1819479932587987367)  2024-08-02T21:06Z [----] followers, [---] engagements


"$SNPX I don't know what to do w/ it. $3.70 currently. Loses $1 per share per qtr. $20 per share in cash. $15 per share in equity due to payable on Pref stk. Staggered board. They could stop what they are doing and liquidate and 5-10x from here yet I'm sure they won't"  
[X Link](https://x.com/eriksen_tim/status/1826656277608739108)  2024-08-22T16:22Z 10.2K followers, [----] engagements


"@ValueStalker photos of balance sheet income stmt and statement of cash flows would be great"  
[X Link](https://x.com/eriksen_tim/status/1826656500385022154)  2024-08-22T16:23Z 10.2K followers, [---] engagements


"To have influence one probably has to own the Series B liability. I have no doubt the Co. will massively dilute current shareholders"  
[X Link](https://x.com/eriksen_tim/status/1826657046646993146)  2024-08-22T16:25Z 10.2K followers, [----] engagements


"@Bmayo27 @ScottyDogValue Music Licensing Inc. $SONG it was in the Form 1-SA filed today"  
[X Link](https://x.com/eriksen_tim/status/1826699333074649417)  2024-08-22T19:13Z 10.2K followers, [---] engagements


"@EquityTrader888 But they could issue stock to pay off the preferred liability. Thereby giving control to the pref owners"  
[X Link](https://x.com/eriksen_tim/status/1829173580778877172)  2024-08-29T15:05Z 10.2K followers, [---] engagements


"@outcomeofdesign @Kpaxs No we will realize that the founders were right The risk of misinformation is far less than allowing any entity to regulate speech which will inevitably lead to suppression loss of rights and government control. Where have the defenders of civil liberties gone"  
[X Link](https://x.com/eriksen_tim/status/1830340538803065134)  2024-09-01T20:22Z 10.2K followers, [---] engagements


"@dunbelievable @turtlebay_io Not in the 20% [--] yr CAGR is spin off of MFS that later split and was bought out by Worldcom which went up a lot before issues. Spin of Class D shares which became Level [--] which also spiked in telecom bubble. Spin of Materials which was bought out at 200% gain a few yrs later"  
[X Link](https://x.com/eriksen_tim/status/1831775728339435734)  2024-09-05T19:25Z 10.2K followers, [---] engagements


"@dionysos_137 Great job laying out the case for $SKAS"  
[X Link](https://x.com/eriksen_tim/status/1839774269162828106)  2024-09-27T21:09Z 11.2K followers, [---] engagements


"@NeverLoseMoney @thewritser @ChurchStreetCap @sjoerds78 Even when this is done it doesn't halt trading in the stock. There are always a handful of stocks that are in the process of liquidation that continue to trade. The placement in the trust is for tax treatment as return of capital versus dividend"  
[X Link](https://x.com/eriksen_tim/status/1846275185835757741)  2024-10-15T19:41Z 10.2K followers, [---] engagements


"@palomacreek_ Not sure what you are looking for. What do you mean by market functions"  
[X Link](https://x.com/eriksen_tim/status/1849285401057665369)  2024-10-24T03:02Z 11.2K followers, [---] engagements


"@palomacreek_ No minimum trade size. I have had very small trades execute. There are still bids and ask. Interactive brokers displays them. Just like any illiquid stock you put out a bid and wait. If you are set up with a full service broker they can reach out to the market maker. 1/2"  
[X Link](https://x.com/eriksen_tim/status/1849311799143018644)  2024-10-24T04:47Z 11.2K followers, [---] engagements


"@BluthCapital @AndrewRangeley That is not the only way. DTL's also arise from unrealized gains in securities. Since it runs through the income statement a company shows tax on the gains but hasn't actually paid the tax"  
[X Link](https://x.com/eriksen_tim/status/1849499234585936362)  2024-10-24T17:12Z 11.2K followers, [---] engagements


"@HB_ValueHunter Did you read the note on their year end financials or the six month [----] financials"  
[X Link](https://x.com/eriksen_tim/status/1851026300905140365)  2024-10-28T22:20Z 11.2K followers, [---] engagements


"@valuedontlie Price seems low to me. It will be interesting if there is a lawsuit. Was this a package deal What was the valuation on the assets owned by $RILY I no longer own shares"  
[X Link](https://x.com/eriksen_tim/status/1851285149276897367)  2024-10-29T15:29Z 11.1K followers, [---] engagements


"$PROM Declares a $.009978 dividend. Last year $.00529 so nice increase"  
[X Link](https://x.com/eriksen_tim/status/1852422152491811116)  2024-11-01T18:47Z 10.2K followers, [----] engagements


"@chadwickfinkel i assume you are referring to this"  
[X Link](https://x.com/eriksen_tim/status/1853931892040728895)  2024-11-05T22:46Z 10.2K followers, [---] engagements


"Not that I am aware of. It has been a great investment for them. They most likely keep going as is. They could sell some along with selling some fixed rate securities - such that the tax loss on securities offsets any gains on FCNCA and reinvest the proceeds at higher yields"  
[X Link](https://x.com/eriksen_tim/status/1854613851654045876)  2024-11-07T19:56Z 10.3K followers, [---] engagements


"@Ron284Ron Subsequent to quarter end $CBSH has risen from $59.40 to over $70. That would be over $2.5 million of additional unrealized gain. Cash is over $22 million or $4900 per share"  
[X Link](https://x.com/eriksen_tim/status/1857464751535829231)  2024-11-15T16:44Z 11.1K followers, [---] engagements


"@Ron284Ron Some market maker is having issues because I have multiple bid orders above $5500"  
[X Link](https://x.com/eriksen_tim/status/1864016919541735767)  2024-12-03T18:40Z 10.3K followers, [---] engagements


"@Ron284Ron or Interactive Brokers is dong something in a clients account b/c I just placed an order through Schwab and it showed up immediately"  
[X Link](https://x.com/eriksen_tim/status/1864018897843990645)  2024-12-03T18:48Z 10.3K followers, [---] engagements


"@ThereWillBeQE @Ron284Ron Interesting. Today was very strange b/c I was the 26k bid on a GTC order at IBKR yet it dropped as did the bid behind it. I put in a sell at 150k for funzies (or maybe not at that price) and now both bid and ask are showing"  
[X Link](https://x.com/eriksen_tim/status/1864023144555782165)  2024-12-03T19:05Z 10.3K followers, [--] engagements


"@SportsCenter @AdamSchefter Has nothing to do with Sotos performance. Sotos salary is for 2024-2039. James and Brady was from 2000-2024. A dollar in [----] is worth more than one in [----] and way more than 2039"  
[X Link](https://x.com/eriksen_tim/status/1866163101797929093)  2024-12-09T16:48Z 10.3K followers, [----] engagements


"@Ron284Ron Cant blame them. Its taken years and still no acquisition. Cash is depleting. Stupidly dont earn any interest on their cash. A lot of the NOL value priced in. Having said that I would bet they do a deal within 6-9 months"  
[X Link](https://x.com/eriksen_tim/status/1867585223569158458)  2024-12-13T14:59Z 10.3K followers, [---] engagements


"@AbCd87001927 @dirtcheapstocks I invest on earnings not BV. I don't see any easy double. They would lose income from $16M of cash (640k/yr)and eliminate Pfd Div (1.12M/yr). That adds less than [--] cent to qrtly EPS. Why would it easily trade at $25 if only earning $0.40 per year"  
[X Link](https://x.com/eriksen_tim/status/1871665095182614836)  2024-12-24T21:11Z 10.3K followers, [---] engagements


"@ThereWillBeQE @Ron284Ron @SECGov Such a stupid rule"  
[X Link](https://x.com/eriksen_tim/status/1878857632859189758)  2025-01-13T17:32Z 10.5K followers, [---] engagements


"@kintsugiinvest @RahulRao_1992 So he did not turn $1M into $600M. The fund grew from $1M in [----] to $600M in [----]. It hit $700M in 2023"  
[X Link](https://x.com/eriksen_tim/status/1880358221535408492)  2025-01-17T20:55Z 10.3K followers, [---] engagements


"@DynamicMoats @kintsugiinvest @RahulRao_1992 per the [----] year end letter forwarded to me: PIF2 is 12.6% over 24+ years vs. 8.0% for S&P500. PIF3 is 12.6% over almost [--] years vs. 9.5% for S&P500. PIF4 is 7.5% over 21+ years vs. 10.8% for S&P500. Very streaky"  
[X Link](https://x.com/eriksen_tim/status/1880506111167721540)  2025-01-18T06:42Z 10.3K followers, [---] engagements


"@DarkfireCapital @DynamicMoats @kintsugiinvest @RahulRao_1992 I dont know about audits. I would think it is required. He reports tables with percentage returns and NAV by year"  
[X Link](https://x.com/eriksen_tim/status/1880511751076344274)  2025-01-18T07:05Z 10.3K followers, [---] engagements


"@Ron284Ron Good earnings but the consent order was a surprise"  
[X Link](https://x.com/eriksen_tim/status/1882109852669059162)  2025-01-22T16:55Z 10.6K followers, [---] engagements


"@ValueStalker $DGIX"  
[X Link](https://x.com/eriksen_tim/status/1889032958553751749)  2025-02-10T19:25Z 11.1K followers, [---] engagements


"@FinanceLancelot Please learn how to read a Form [--] before making inaccurate comments. Dimon sold 11.8% of his shares including spouse's. He also filed a Form [---] prior to the sale"  
[X Link](https://x.com/eriksen_tim/status/1893359286098477411)  2025-02-22T17:56Z 10.7K followers, [----] engagements


"@walnutavevalue I understand. I dont think nano caps are efficient at all. Very few other than banks trade near intrinsic value. Most are massively overpriced garbage and there are a small amount of bargains"  
[X Link](https://x.com/eriksen_tim/status/1903537064966259076)  2025-03-22T19:59Z 10.7K followers, [---] engagements


"In case you need a room for Berkshire $BRK meeting. The Hilton across the street is only $5680 per night"  
[X Link](https://x.com/eriksen_tim/status/1904988787127758975)  2025-03-26T20:08Z 10.8K followers, 50.6K engagements


"@tropicalvalue I hear you but I doubt anyone pays that price. It is an extremely convenient location if you want to see the "important" people. Most people vrbo or get rooms well in advance at prices similar to when other major events are taking place"  
[X Link](https://x.com/eriksen_tim/status/1905079708582400348)  2025-03-27T02:09Z 10.7K followers, [---] engagements


"Well Propel Media $PROM you confuse me. Why are you paying a dividend much earlier than usual It has only been [--] days. You were following a quarterly pattern. That said nearly twice the prior year div amount ($0.01 vs. $0.005) in just over half the time (52 days vs. 94)"  
[X Link](https://x.com/eriksen_tim/status/1907476292762742854)  2025-04-02T16:52Z 11K followers, [----] engagements


"Not that simple. Are they temporary Didn't Biden keep many from Trump's first term Is the populist/nativist movement going away after Trump's term Will both parties adopt policies that seek to promote US manufacturing Will companies be seen in negative light by producing outside the US"  
[X Link](https://x.com/eriksen_tim/status/1907573321165844755)  2025-04-02T23:18Z 10.8K followers, [----] engagements


"@Bonhoeffer_KDS @firstadopter Right. And the market hates uncertainty. But that doesnt make the policies or objectives good or bad. A company choosing to do nothing may turn out to be wise or incredibly foolish"  
[X Link](https://x.com/eriksen_tim/status/1907579920890650823)  2025-04-02T23:44Z 10.8K followers, [---] engagements


"Regarding the rights plan or poison pill. Gad filed for a temporary restraining order regarding the communication provision because he didn't understand that all he had to do was issue a press release stating he was soliciting votes and then he could talk to shareholders. Cost the company probably 50k to defend. That is why he issued the press release on 3/26 about soliciting. All he had to do was ask for clarification but instead he filed suit and wasted money"  
[X Link](https://x.com/eriksen_tim/status/1918364390807748946)  2025-05-02T17:58Z 11.1K followers, [--] engagements


"Anyone know where I can find rules regarding mutual bank conversions such as how soon they can begin repurchasing shares"  
[X Link](https://x.com/eriksen_tim/status/1937934275753742635)  2025-06-25T18:01Z 11.1K followers, [----] engagements


"@JenGriffinFNC @henryolsenEPPC @dcexaminer Dont blame Lockheed and Raytheon. The government does one year contracts. If they want contractors to increase capacity then they need multi year commitments. I say this as CEO of a supplier to SM-3 SM-6 HIMARS and AMRAAM"  
[X Link](https://x.com/eriksen_tim/status/1940886092930338989)  2025-07-03T21:31Z 11.1K followers, [---] engagements


"@stockgutter Couple of comments. We don't choose what day we file based on the level of earnings. If the filing is ready we file. Second we made it clear in our Q4 release that Q1 would be soft and Q2 better but "normal" production would not be until Q3"  
[X Link](https://x.com/eriksen_tim/status/1945175054699933780)  2025-07-15T17:34Z 11.1K followers, [---] engagements


"I wouldn't call it fix. We gained control in [----]. It had bad capital allocation and we fixed that through tenders and dividends. Sales dipped right as we gained control - and it had nothing to do with the change in control. We decided to invest to spur growth at the expense of near term earnings. That didn't reignited growth. My fund bought out Tice in [----] and we cut back on the spend. Today we are are not seeing much growth. The choice was plug along at a reasonable valuation or sell and get a premium to someone who could do more with it"  
[X Link](https://x.com/eriksen_tim/status/1947309157759193174)  2025-07-21T14:54Z 11.2K followers, 11.1K engagements


"@finphysnerd @ResearRagnarok There are other options than liquidation. Could buy another business. A large company wanting to IPO could merge into them to save IPO costs (clean companies can be worth $2-5 million or $2 to $5 per share in this case)"  
[X Link](https://x.com/eriksen_tim/status/1949857158780313853)  2025-07-28T15:39Z 11.2K followers, [---] engagements


"@zeff848 Good to know. While it is picking nits I think they do their deferred taxes incorrectly. Supposed to show proforma tax rate and reduce deferred taxes on the balance sheet. They seem to be showing actual rate"  
[X Link](https://x.com/eriksen_tim/status/1953654452071928021)  2025-08-08T03:08Z 11.2K followers, [--] engagements


"Good call by Andrew on $QUCT. Reallocating capital from Messer and the Goleta property into higher income generating assets (likely trust management) will be significant. $40-$50 million of proceeds eventually earning $5-$6 million pre-tax. Today marks the 1yr anniversary of my investment presentation on $QUCT; market is currently $1625 x $1849 equating to a 19% IRR (using the bid price) compared to $BRK.B of 10.5% (my benchmark). The Annual Meeting this summer revealed management's first public commitment to Today marks the 1yr anniversary of my investment presentation on $QUCT; market is"  
[X Link](https://x.com/eriksen_tim/status/1955667745720398256)  2025-08-13T16:28Z 11.2K followers, [----] engagements


"@thewritser @ValueStalker Unless they made a mistake but with the $PROM symbol no longer trading implies a buyout of some sort. Seems like minority shareholders getting cashed out and maybe some funds retained to grow the business. I'm waiting on details like everyone else"  
[X Link](https://x.com/eriksen_tim/status/1965452644648181912)  2025-09-09T16:30Z 11.2K followers, [----] engagements


"@TiehackCapital @CFAs4CFPs @TrailRockCap @thewritser @ValueStalker Buyout may not be the end of the story. So far no details have been released. We don't know how the cash out price was determined"  
[X Link](https://x.com/eriksen_tim/status/1967045916923490591)  2025-09-14T02:01Z 11.2K followers, [----] engagements


"@TiehackCapital @CFAs4CFPs @TrailRockCap @thewritser @ValueStalker I should say force out not buyout because that is what it looks like. Host of questions. Did they shop Did they take best offer Is buyer paying same price they are forcing out shareholders at Is there a fairness opinion"  
[X Link](https://x.com/eriksen_tim/status/1967067717632180554)  2025-09-14T03:27Z 11.2K followers, [----] engagements


"@Ron284Ron I seriously believe the stock is only worth a bit more than book value. $20 max. You cant use up $1 billion of NOLs by purchasing something with $13 million of cash"  
[X Link](https://x.com/eriksen_tim/status/1533869585362956289)  2022-06-06T17:53Z 11.9K followers, [--] engagements


"@Ron284Ron @StocksOddball [--] years is twice the expected life of a mortgage and they likely received half the interest rate. Idiotic that a bank would do that"  
[X Link](https://x.com/eriksen_tim/status/1575573857422831617)  2022-09-29T19:50Z 11.9K followers, [--] engagements


"Nice to see Cuisine Solutions $CUSI paying a $.40 dividend"  
[X Link](https://x.com/eriksen_tim/status/1667332130156994560)  2023-06-10T00:45Z 11.9K followers, [----] engagements


"First IC $FIEB call report out. Great quarter. Non-ECIP bank outside of Atlanta. SBA lending model. Korean focused. $0.80 of EPS. Deposit growth $30M. 39% efficiency ratio. Last trade $6.50. Book value $12.86 per share. Paid $1 dividend in spring. Expert market"  
[X Link](https://x.com/eriksen_tim/status/1685337020401676288)  2023-07-29T17:10Z 11.9K followers, [----] engagements


"Need some help here. What was the name of the SEC registered micro cap that spun off its operating business and kept an SEC shell that it could then sell or be merged into I know about $SLGD which is just a merger deal"  
[X Link](https://x.com/eriksen_tim/status/1758273182765863295)  2024-02-15T23:32Z 11.9K followers, [----] engagements


"$FIEB First IC Korean run bank outside Atlanta. Call report shows $6.8 million net income in second quarter or $0.75 per share. TTM EPS of $2.70. Trades on expert market - last trade $7.50. Paid $1 dividend in Q1"  
[X Link](https://x.com/eriksen_tim/status/1818487024699199526)  2024-07-31T03:21Z 11.9K followers, [----] engagements


"@Ron284Ron This is an example of why I love the expert market stocks. Built a position in $FIEB at $6.70 per share in [----]. Received a $1 dividend in Jan [----] and this will be the second $1 dividend. Annual earnings currently about $2.70 per share vs. $2.20 when I purchased"  
[X Link](https://x.com/eriksen_tim/status/1878851054890258758)  2025-01-13T17:06Z 11.9K followers, [---] engagements


"Nothing better on a Monday morning than an acquisition of your 6th largest position First IC $FIEB. Best kind of liquidity event for an expert market stock https://finance.yahoo.com/news/metrocity-bankshares-first-ic-corporation-120000234.html https://finance.yahoo.com/news/metrocity-bankshares-first-ic-corporation-120000234.html"  
[X Link](https://x.com/eriksen_tim/status/1901635749608300986)  2025-03-17T14:04Z 11.9K followers, [----] engagements


"@buckorama1 @Ron284Ron Is it fair to term them as lucky on $PX when they also did very well on Globalscape Crossroads and He never seemed very focused on $ELLH based on my few conversations. http://Support.com http://Support.com"  
[X Link](https://x.com/eriksen_tim/status/1968032658107273588)  2025-09-16T19:22Z 11.9K followers, [---] engagements


"Cedar Creek Partners Q3 letter released. Q3 9.9% YTD 26.5% net. Weighted ave. holding is at [--] times our earnings estimate. PharmChem $PCHM and Propel $PROM bought out. First IC $FIEB expected close in Q4. $SODI $CZBS $ENDI $SLBK $PHIG https://www.eriksencapitalmgmt.com/investor-letters https://www.eriksencapitalmgmt.com/investor-letters"  
[X Link](https://x.com/anyuser/status/1980759026960039972)  2025-10-21T22:12Z 11.9K followers, 14.2K engagements


"Cedar Creek Partners [----] year end letter released. Fund returned 29.6% net of fees and expenses in [----]. $SODI $ENDI $PHIG $EXCE $FIEB $SKLB $FLFG $PROM $PDRX https://www.eriksencapitalmgmt.com/investor-letters https://www.eriksencapitalmgmt.com/investor-letters"  
[X Link](https://x.com/anyuser/status/2014124628189536594)  2026-01-21T23:55Z 11.9K followers, 30.8K engagements


"@ElementaryValue @EricSchleien I presume you are referring to $PAWH. I bought a share six years ago and it has been hard to buy since. That happens when there are only [----] shares. Good yield though"  
[X Link](https://x.com/eriksen_tim/status/1209877063567474688)  2019-12-25T16:42Z 11.4K followers, [--] engagements


"@ElementaryValue I got some $PCHM today"  
[X Link](https://x.com/eriksen_tim/status/1239646592702885892)  2020-03-16T20:15Z 11.4K followers, [--] engagements


"@PierreMaxC @dirtcheapstocks @FocusedCompound $PCHM is PharmChem not Psychemedics"  
[X Link](https://x.com/eriksen_tim/status/1256635601110970368)  2020-05-02T17:24Z 11.4K followers, [--] engagements


"A little treat in the mail today. $GCCO"  
[X Link](https://x.com/eriksen_tim/status/1256669204712837120)  2020-05-02T19:37Z 11.7K followers, [--] engagements


"https://finance.yahoo.com/news/corteva-agriscience-acquires-full-ownership-123000628.html https://finance.yahoo.com/news/corteva-agriscience-acquires-full-ownership-123000628.html"  
[X Link](https://x.com/eriksen_tim/status/1278051843352825856)  2020-06-30T19:44Z 11.3K followers, [--] engagements


"Excellent six month results for $PCHM posted on their website. Sales up 20%. Op Income up 29%. Net income up 18%. TTM $0.32 in EPS. Net cash $1.10 per share. Bid $2.40 Ask $2.65. https://www.pharmchek.com/investor-relations https://www.pharmchek.com/investor-relations"  
[X Link](https://x.com/eriksen_tim/status/1288526460282482696)  2020-07-29T17:27Z 11.7K followers, [--] engagements


"Looks like Berkshire $brkb bought back $2.4 billion of stock in July. Equivalent A shares reduced from [-------] on June [--] to [-------] on July 30"  
[X Link](https://x.com/eriksen_tim/status/1292220206039752705)  2020-08-08T22:04Z 11.4K followers, [--] engagements


"@DarkfireCapital I want to do that with $PAWH and a few others but I couldnt figure out what TD charged. One form made it seem that it was $500 which seemed outrageous"  
[X Link](https://x.com/eriksen_tim/status/1344902723594928129)  2021-01-01T07:06Z 11.4K followers, [--] engagements


"@Steven_Kiel It blows my mind that every $1 per share increase in $HOL is worth $15000 per share in $PCOA. The same will be true for Colicity as well. $hol was up almost $2 today. 1/2"  
[X Link](https://x.com/eriksen_tim/status/1358895526628839424)  2021-02-08T21:48Z 11.7K followers, [--] engagements


"@DarkfireCapital @James_Duade @Catahoula_Value @MrJPL Note [--] of the 10-K says 1.3% as general partner and 26.8% as limited partner. So only 28.1%. Individuals associated with the company probably own a bigger portion"  
[X Link](https://x.com/eriksen_tim/status/1400250501858422784)  2021-06-03T00:38Z 11.7K followers, [--] engagements


"@DarkfireCapital @James_Duade @Catahoula_Value @MrJPL Teagues are involved in both $LMNR and $CAOX. COO of Limoneira. They and two other families are $CAOX founders"  
[X Link](https://x.com/eriksen_tim/status/1400258344128966662)  2021-06-03T01:09Z 11.4K followers, [--] engagements


"Cedar Creek Partners Q2 [----] Letter has been published. $CCUR $YSACU $GOED $MGAG $SODI $PCOA $ASTR $DBMG $PCHM $NNUP https://www.eriksencapitalmgmt.com/investor-letters https://www.eriksencapitalmgmt.com/investor-letters"  
[X Link](https://x.com/eriksen_tim/status/1417716281583673346)  2021-07-21T05:21Z 11.7K followers, [--] engagements


"Anyone know background on the two large blocks of $LINSA that have traded in the last month Fund only owns [---] shares so it is just about curiosity. @StocksOddball @onbeyondinvest"  
[X Link](https://x.com/eriksen_tim/status/1419720359436185604)  2021-07-26T18:04Z 11.4K followers, [--] engagements


"HaHa. $PCHM response "nothing was done in the dark" Really Why did you issue options and not disclose it or the terms for years Why are you still refusing to disclose executive compensation 1/2 https://www.otcmarkets.com/stock/PCHM/news/Response-to-Opposition-Proxyid=315675 https://www.otcmarkets.com/stock/PCHM/news/Response-to-Opposition-Proxyid=315675"  
[X Link](https://x.com/eriksen_tim/status/1425167012481798144)  2021-08-10T18:47Z 11.7K followers, [--] engagements


"In case you missed it $PCHM tender offer results. https://www.otcmarkets.com/otcapi/company/financial-report/313967/content https://www.otcmarkets.com/otcapi/company/financial-report/313967/content"  
[X Link](https://x.com/eriksen_tim/status/1466106406411530240)  2021-12-01T18:06Z 11.7K followers, [--] engagements


"@sevencornerscap You are right. They still do direct lending in real estate. I attended the meeting"  
[X Link](https://x.com/eriksen_tim/status/1488897488488517635)  2022-02-02T15:29Z 11.4K followers, [--] engagements


"@alluvialcapital $ROYTL $BMTX"  
[X Link](https://x.com/eriksen_tim/status/1542960773529423872)  2022-07-01T19:58Z 11.4K followers, [--] engagements


"@dirtcheapstocks Well now the cat is out of the bag. Great find. Glad you passed it on to me"  
[X Link](https://x.com/eriksen_tim/status/1578117218394857472)  2022-10-06T20:17Z 11.9K followers, [--] engagements


"@dirtcheapstocks $CZBS 40M mkt cap received 95M. $MFBP 30M mkt cap recv'd 80M. If they use 75% of ECIP for acq at 10x earnings net of synergies MFBP EPS would be jump from $2 to $5. Currently $16. There are other tail winds I will describe in Cedar Creek's Q3 letter"  
[X Link](https://x.com/eriksen_tim/status/1578120034920337409)  2022-10-06T20:28Z 11.9K followers, [--] engagements


"Cedar Creek Partners Q3 letter released. $BMTX $ROYTL ECIP beneficiaries $MFBP $CZBS $BFCC and $HRBR $RBCN enjoy https://www.eriksencapitalmgmt.com/investor-letters https://www.eriksencapitalmgmt.com/investor-letters"  
[X Link](https://x.com/eriksen_tim/status/1583270155140108288)  2022-10-21T01:33Z 11.7K followers, [---] engagements


"If you invest in community banks you have to learn how to access and read call reports. Two ECIP banks filed late Friday. $MFBP solid. $CZBS amazing. Q3 over $1.25. No unusual items. No loan loss provision. Current price is 5x run rate. DYODD"  
[X Link](https://x.com/eriksen_tim/status/1586410718651645952)  2022-10-29T17:32Z 11.9K followers, [---] engagements


"Cedar Creek and Shipyard Capital @CapitalShipyard filed letter today on $ROYTL noting why we think trustee should reject ARO claim by operator. https://www.sec.gov/Archives/edgar/data/1538822/000110465922114449/tm2229667d1_ex1.htm https://www.sec.gov/Archives/edgar/data/1538822/000110465922114449/tm2229667d1_ex1.htm"  
[X Link](https://x.com/eriksen_tim/status/1588277728243224577)  2022-11-03T21:11Z 11.4K followers, [--] engagements


"@thewritser Great results for $PDRX. It is one of Cedar Creeks top positions"  
[X Link](https://x.com/eriksen_tim/status/1603448083605762048)  2022-12-15T17:53Z 11.4K followers, [---] engagements


"$ROYTL 13D/A filing. Group now 22.5%. https://www.sec.gov/Archives/edgar/data/1538822/000110465922127808/tm2232933d1_sc13da.htm https://www.sec.gov/Archives/edgar/data/1538822/000110465922127808/tm2232933d1_sc13da.htm"  
[X Link](https://x.com/eriksen_tim/status/1603867313224421376)  2022-12-16T21:39Z 11.4K followers, [----] engagements


"@OmniBubbleBear @dirtcheapstocks @dsmoak98 @nicholasp66 @OtterMarket @alluvialcapital Its got much more to go IMO. Recipients of low cost money to grow their banks $CZBS $MFBP $UBAB $BFCC $CBOBA among others. Check out dirtcheapstocks write up a few months back"  
[X Link](https://x.com/eriksen_tim/status/1608983742303076354)  2022-12-31T00:29Z 11.4K followers, [----] engagements


"@flynn_bob @alluvialcapital I think $BFCC understands ECIP the best but I am not a fan of their markets. I think opportunities are better in Georgia or North Carolina for example"  
[X Link](https://x.com/eriksen_tim/status/1616145122793779201)  2023-01-19T18:46Z 11.9K followers, [---] engagements


"@lurker8679 @flynn_bob @alluvialcapital Same here. Own a little but much more $MFBP and $CZBS"  
[X Link](https://x.com/eriksen_tim/status/1616181244731195392)  2023-01-19T21:10Z 11.4K followers, [---] engagements


"Cedar Creek Partners [----] Letter released. Enjoy $MFBP $SODI $CZBS $PDRX $ROYTL $MGAG https://www.eriksencapitalmgmt.com/investor-letters https://www.eriksencapitalmgmt.com/investor-letters"  
[X Link](https://x.com/eriksen_tim/status/1616510100633714688)  2023-01-20T18:56Z 11.9K followers, 17.1K engagements


"$MFBP call report out. Over $1.5 million net income in Q4. 50% increase from prior quarter. Loan rates repriced higher"  
[X Link](https://x.com/eriksen_tim/status/1620150798352261121)  2023-01-30T20:03Z 11.9K followers, 12.2K engagements


"$MFBP Q4 earnings release EPS $0.82 per share https://www.otcmarkets.com/stock/MFBP/news/MF-Bancorp-Inc-Announces-Record-2022-Results-and-Increased-Quarterly-Cash-Dividendid=389547 https://www.otcmarkets.com/stock/MFBP/news/MF-Bancorp-Inc-Announces-Record-2022-Results-and-Increased-Quarterly-Cash-Dividendid=389547"  
[X Link](https://x.com/eriksen_tim/status/1624124871939850240)  2023-02-10T19:15Z 11.9K followers, [----] engagements


"@thewritser @laurenz_seiger @dirtcheapstocks If you are using 15-20 million then you could adjust to 12-17 million. The issue is using ECIP funds optimally. Treasuries are temporary. Only 3% ROE. Eventually they earn 8-12% on it. It is capital they can leverage. An earnings analysis makes the most sense"  
[X Link](https://x.com/eriksen_tim/status/1628869727304175616)  2023-02-23T21:29Z 11.7K followers, [---] engagements


"@thewritser @laurenz_seiger @dirtcheapstocks for $CBOBA look at Q4 YoY. Int Income +4M. Int Expense +2M. Non Int Income flat. Non Int Expense +1.5M. So only 600k increase in net income. That doesn't compare favorably to $CZBS"  
[X Link](https://x.com/eriksen_tim/status/1628875682599297024)  2023-02-23T21:53Z 11.7K followers, [---] engagements


"@alluvialcapital @thewritser @laurenz_seiger @dirtcheapstocks Cost of deposits bank Q1 Q2 Q3 Q4 CZBS [----] [----] [----] 0.10% CBOBA [----] [----] [----] 1.16% then look at non interest income. $CBOBA is under $1M $CZBS was 6.6M (4.8M net of grant)"  
[X Link](https://x.com/eriksen_tim/status/1628876896560906240)  2023-02-23T21:58Z 11.7K followers, [----] engagements


"@alluvialcapital @thewritser @laurenz_seiger @dirtcheapstocks I didn't expect $CZBS to do that much better on cost of deposits. There may just be a lag. I don't know yet. But I prefer lower interest expense and higher non interest income. I do own some $CBOBA and $UBAB"  
[X Link](https://x.com/eriksen_tim/status/1628877775041097728)  2023-02-23T22:01Z 11.7K followers, [----] engagements


"@thewritser @laurenz_seiger @dirtcheapstocks Another thought. Was Q4 clean and repeatable for both I think so. $CZBS at $43 is [---] times Q4 annualized EPS. $CBOBA at $9.60 is [---] times. That means CZBS would have to climb 40% to have the same earnings valuation"  
[X Link](https://x.com/eriksen_tim/status/1628945266626957312)  2023-02-24T02:29Z 11.7K followers, [---] engagements


"@nanocapper I dont own any $HRBK"  
[X Link](https://x.com/eriksen_tim/status/1630607856633511936)  2023-02-28T16:36Z 11.4K followers, [---] engagements


"@alluvialcapital this is all the ones i found on the list. $MNBO and $MVLY not ECIP recipients"  
[X Link](https://x.com/eriksen_tim/status/1645874088991428612)  2023-04-11T19:38Z 11.7K followers, [----] engagements


"@thewritser @alluvialcapital $IBWC could end up the year at breakeven or earning $8 per share. Too unpredictable for me currently"  
[X Link](https://x.com/eriksen_tim/status/1645875722358263808)  2023-04-11T19:45Z 11.7K followers, [---] engagements


"@alluvialcapital Interesting. Kiewit did something similar. Share price was at a discount to book (excluded construction equipment). So more price appreciation. They limited who got shares and how many. Bank would lend 100% of purchase price at prime I believe. 20% + AAR historically"  
[X Link](https://x.com/eriksen_tim/status/1650592412845367297)  2023-04-24T20:07Z 11.4K followers, [----] engagements


"Apologies for being a little late. Attached is Cedar Creek Partners Q1 [----] letter. $CZBS $MFBP $SODI $PDRX $ROYTL $BMTX https://www.eriksencapitalmgmt.com/investor-letters https://www.eriksencapitalmgmt.com/investor-letters"  
[X Link](https://x.com/eriksen_tim/status/1651024378153537537)  2023-04-26T00:44Z 11.9K followers, 16.5K engagements


"$MFBP call report (bank only) versus actual earnings (holding company). In 000's. Q1 should be a record"  
[X Link](https://x.com/eriksen_tim/status/1653896469290844161)  2023-05-03T22:57Z 11.9K followers, [----] engagements


"As of Q4 [----] $MFBP held some of the ECIP funds at the bank holding company level resulting in interest income exceeding hold co. costs and preferred divs. I expect Q1 income to exceed $1.7M and $0.85 per share"  
[X Link](https://x.com/eriksen_tim/status/1653906175409414144)  2023-05-03T23:35Z 11.9K followers, [----] engagements


"$MFBP Q1 earnings released. $0.88 per share. https://www.mfbonline.com/our-news/ https://www.mfbonline.com/our-news/"  
[X Link](https://x.com/eriksen_tim/status/1655600618172727297)  2023-05-08T15:48Z 11.9K followers, [----] engagements


"$UNTC impressive quarter especially on the drilling ops. Great balance sheet. One negative is reserves"  
[X Link](https://x.com/eriksen_tim/status/1656702604393713664)  2023-05-11T16:47Z 11.4K followers, [----] engagements


"Multiple ECIP banks participating. $CZBS $MFBP NFL gets $78M in loans from [--] nonwhite-owned banks via @bankingdive https://www.bankingdive.com/news/nfl-gets-78-million-in-loans-from-16-black-nonwhite-owned-banks/653134/ https://www.bankingdive.com/news/nfl-gets-78-million-in-loans-from-16-black-nonwhite-owned-banks/653134/"  
[X Link](https://x.com/eriksen_tim/status/1669436912183156736)  2023-06-15T20:09Z 11.9K followers, [----] engagements


"@Aureliusltd28 @thebankzhar @oracleof90402 @alluvialcapital @dirtcheapstocks Hmm. I will have to disagree. $CZBS earnings in Q1 roughly $1.70 per share versus $0.31 in prior year quarter. $MFBP from $0.40 to $0.88"  
[X Link](https://x.com/eriksen_tim/status/1676001456728731649)  2023-07-03T22:54Z 11.9K followers, [---] engagements


"@Aureliusltd28 @Er_Tazzina @thebankzhar @oracleof90402 @alluvialcapital @dirtcheapstocks I would disagree with your analysis on $MFBP as it misunderstands ECIP. ROE (common) was 20% last year and only had ECIP for less than half the year. Current run rate ROE (common) is 30%. Cost of Capital on ECIP is zero for two years then 2% max"  
[X Link](https://x.com/eriksen_tim/status/1676661721845596161)  2023-07-05T18:38Z 11.4K followers, [---] engagements


"@Aureliusltd28 @Er_Tazzina @oracleof90402 @thebankzhar @alluvialcapital @dirtcheapstocks It can stay at holdco and earn UST rates be put into NIB by the holdco so bank earns UST rates or transferred as equity to bank and still earn UST or be levered 10-to-1 as Tier [--] capital which was and still is the purpose. And $MFBP was a $400mm balance sheet and got $80mm"  
[X Link](https://x.com/eriksen_tim/status/1676673217233326080)  2023-07-05T19:23Z 11.9K followers, [---] engagements


"$ROYTL special meeting this morning. Preliminary results are that unitholders approved Proposal [--] to replace trustee. Received 95% support. Proposal [--] did not get approval from 75% of unitholders since only 65% voted. It had 93% support"  
[X Link](https://x.com/eriksen_tim/status/1679153398384562176)  2023-07-12T15:39Z 11.7K followers, [----] engagements


"$CZBS call report is out. Earnings up versus prior quarter. My estimate is $1.85 in Q2 vs. $1.73 in Q1"  
[X Link](https://x.com/eriksen_tim/status/1682406040044974085)  2023-07-21T15:03Z 11.7K followers, [----] engagements

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