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[@HVP_Research](/creator/twitter/HVP_Research)
"$OXY has been a quandary on the Berkshire $BRKB balance sheet for awhile. Buffett sang Hollubs praises; some 🦺 financial engineering 🚧 may be the start of whats needed"  
[X Link](https://x.com/HVP_Research/status/1972330435343688119) [@HVP_Research](/creator/x/HVP_Research) 2025-09-28T15:59Z XXX followers, 1741 engagements


"HVP Reads📘: "Stay at Risk and Live Forever" (2024) is an incredible summation of the life & wisdom of the late legendary Wall Street Strategist Byron Wien woven together by his colleague Taylor Becker. It is a brisk read that manages to keep the reader feeling Byron is right there"  
[X Link](https://x.com/HVP_Research/status/1976334362732871838) [@HVP_Research](/creator/x/HVP_Research) 2025-10-09T17:10Z XXX followers, XX engagements


"Byron Wien was the long time strategist at $MS and $BX. His creation of "10 Surprises" for the year to come is a wonderful tool to help investors think about not just what is probable but what is possible"  
[X Link](https://x.com/HVP_Research/status/1976334365056512018) [@HVP_Research](/creator/x/HVP_Research) 2025-10-09T17:10Z XXX followers, XX engagements


"Small Cap Utilities. talking @MDUResources $MDU value dividends and consolidation in the sector. X Minute drill with @sam_vadas on @SchwabNetwork Clip = $XLU"  
[X Link](https://x.com/HVP_Research/status/1976344300347851052) [@HVP_Research](/creator/x/HVP_Research) 2025-10-09T17:49Z XXX followers, XXX engagements


"Since the clip on 9/30 the $ALE deal in MN received approval and potential bidders emerged for $AES"  
[X Link](https://x.com/HVP_Research/status/1976344302717632911) [@HVP_Research](/creator/x/HVP_Research) 2025-10-09T17:49Z XXX followers, XXX engagements


"Ostensibly competing with $CG s own Alpinvest and Secondaries Team #eatyourowncooking 👨🍳"  
[X Link](https://x.com/HVP_Research/status/1978044914911850636) [@HVP_Research](/creator/x/HVP_Research) 2025-10-14T10:27Z XXX followers, XX engagements


"Going #Nuclear Consider @amentum_corp $AMTM - small cap value play in a very expensive theme.1 minute drill from HVP on @SchwabNetwork #MarketOvertime Watch = $NUKZ"  
[X Link](https://x.com/HVP_Research/status/1976342419072598410) [@HVP_Research](/creator/x/HVP_Research) 2025-10-09T17:42Z XXX followers, XXX engagements


"Week Ahead: - not the busiest earnings week for HVP portfolio companies - heard last week from $JNJ $ABBNY $ASML - more regional banks this week $KRE well be listening for signs of credit stress/poor underwriting juxtaposed against a consumer that seems robust - does $VIX holds higher"  
[X Link](https://x.com/HVP_Research/status/1979941244412346430) [@HVP_Research](/creator/x/HVP_Research) 2025-10-19T16:02Z XXX followers, XXX engagements


"- Market seems to be getting more rational in speculative corners is this the pause that refreshes before year end - govt shutdown continues"  
[X Link](https://x.com/HVP_Research/status/1979941246320693756) [@HVP_Research](/creator/x/HVP_Research) 2025-10-19T16:02Z XXX followers, XX engagements


"- will we get any trades news - watch for news out of Chinas Plenum/new X year plan"  
[X Link](https://x.com/HVP_Research/status/1979942009025540540) [@HVP_Research](/creator/x/HVP_Research) 2025-10-19T16:05Z XXX followers, XX engagements