#  @alexbossert Alex Bossert Alex Bossert posts on X about $czbs, $sodi, $skyh, $boc the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::441521246/interactions)  - [--] Week [------] -51% - [--] Month [------] +145% - [--] Months [-------] +552% - [--] Year [-------] -36% ### Mentions: [--] [#](/creator/twitter::441521246/posts_active)  - [--] Week [--] +4.20% - [--] Month [--] +70% - [--] Months [---] +320% - [--] Year [---] +13% ### Followers: [------] [#](/creator/twitter::441521246/followers)  - [--] Week [-----] +0.05% - [--] Month [-----] +0.20% - [--] Months [-----] +4.90% - [--] Year [-----] +7% ### CreatorRank: [---------] [#](/creator/twitter::441521246/influencer_rank)  ### Social Influence **Social category influence** [finance](/list/finance) [stocks](/list/stocks) [countries](/list/countries) [cryptocurrencies](/list/cryptocurrencies) [technology brands](/list/technology-brands) [social networks](/list/social-networks) [exchanges](/list/exchanges) [currencies](/list/currencies) [travel destinations](/list/travel-destinations) **Social topic influence** [$czbs](/topic/$czbs), [$sodi](/topic/$sodi) #6, [$skyh](/topic/$skyh), [$boc](/topic/$boc), [$djco](/topic/$djco), [$bur](/topic/$bur), [business](/topic/business), [$camb](/topic/$camb), [acquisition](/topic/acquisition), [investment](/topic/investment) **Top accounts mentioned or mentioned by** [@whithuguley](/creator/undefined) [@coinvestorclub1](/creator/undefined) [@normanklyde](/creator/undefined) [@alwaysinvest](/creator/undefined) [@eriksentim](/creator/undefined) [@slexandercoys](/creator/undefined) [@ldiscernment](/creator/undefined) [@bigfrank90210](/creator/undefined) [@themagicbakery](/creator/undefined) [@sebastianmaril](/creator/undefined) [@chasesfish](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@kab604](/creator/undefined) [@berkelkip](/creator/undefined) [@loneoakinv](/creator/undefined) [@seekingalpha](/creator/undefined) [@puppyeh1](/creator/undefined) [@ajbutton2](/creator/undefined) [@cdnvalueinvestr](/creator/undefined) [@ajbpowell](/creator/undefined) **Top assets mentioned** [Boston Omaha Corporation (BOC)](/topic/$boc) [Burford Capital Limited (BUR)](/topic/$bur) [Raytheon Technologies Corp (RTX)](/topic/$rtx) [DNP Select Income Fund Inc. (DNP)](/topic/$dnp) [YPF Sociedad Anonima (YPF)](/topic/$ypf) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) [Berkshire Hathaway Inc Class B (BRK.B)](/topic/$brkb) [Fortress Transportation and Infrastructure Investors LLC Class A Common Stock (FTAI)](/topic/$ftai) [AirNFTs (AIRT)](/topic/$airt) ### Top Social Posts Top posts by engagements in the last [--] hours "I recently finished listening to all the Berkshire Hathaway annual meetings back to [----]. $BRKA $BRKB https://buffett.cnbc.com/annual-meetings/ https://buffett.cnbc.com/annual-meetings/" [X Link](https://x.com/alexbossert/status/1303116533577678850) 2020-09-07T23:42Z [----] followers, [--] engagements "@CoInvestorClub1 I enjoyed the investment idea presentation by Christian Olesen on $CAMB Cambria Automobiles. Well done analysis" [X Link](https://x.com/alexbossert/status/1373732082241970179) 2021-03-21T20:23Z [----] followers, [--] engagements "I just sat down to read the [----] Berkshire Hathaway annual letter to shareholders which was just released. $BRK $BRK.A $BRK.B $BRKA $BRKB https://berkshirehathaway.com/letters/letters.html https://berkshirehathaway.com/letters/letters.html" [X Link](https://x.com/alexbossert/status/1629474507936153602) 2023-02-25T13:32Z [----] followers, [----] engagements "Charlie Munger's first ever podcast interview" [X Link](https://x.com/alexbossert/status/1718964192936644942) 2023-10-30T12:12Z [----] followers, [----] engagements "This is a well done overview of Dino Polska by Kyle Grieve @IrrationalMrkts and @Clay_Finck. Dino is one of the best businesses I am aware of and has a very long growth runway ahead. $DNP.WA $DNP Dive into the latest episode of #WeStudyBillionaires as @Clay_Finck brings in @IrrationalMrkts from our Millennial Investing Podcast show to share a stock deep dive on Dino Polska. 🛒✨ Learn how this incredible business has increased its store base by over 5x since [----] and https://t.co/BhsHsFR8zN Dive into the latest episode of #WeStudyBillionaires as @Clay_Finck brings in @IrrationalMrkts from our" [X Link](https://x.com/alexbossert/status/1722807171170140496) 2023-11-10T02:43Z [----] followers, [----] engagements "$BUR may have another massive case in their pipeline. "Chinese-linked Australian mining company sues Greenland for $11bn over lost revenue" "Burford Capital.has made capital available that could make the case less painful for Greenland Minerals."" [X Link](https://x.com/alexbossert/status/1723036585975857240) 2023-11-10T17:55Z [----] followers, [----] engagements "Javier Milei just won Argentina's presidential election. This is great news for Burford Capital $BUR shareholders because it appears likelythat Milei will be willing to negotiate with Burford and pay the YPF judgment. Herearethereasons I think it's likelyMilei will pay Burford: (i) Milei has indicated that he wants to pay the YPF judgment. When asked in this recent interview about the YPF judgment Milei responded "we have to pay." Go to 1:33:00 in this (ii) Milei wants Argentina to become respected again in the global financial community. Paying this judgment is critical to achieve this goal." [X Link](https://x.com/alexbossert/status/1726394582672318905) 2023-11-20T00:18Z [----] followers, 33.9K engagements "In the above tweet I mentioned several reasons which lead me to believe that the odds are good that Javier Milei will pay $BUR on the $6.2 billion settlement that they won. In addition to the reasons above Milei announced this morning that he intends to privatize several valuable state owned assets (including $YPF). There is no chance Milei will be able to privatize YPF without first settling the $6.2 billion claim with $BUR. Additionally privatizing assets means the Argentine state will have lots of money coming in which enhances their ability to pay Burford. This all increases the chances" [X Link](https://x.com/alexbossert/status/1726672563332403686) 2023-11-20T18:43Z [----] followers, [----] engagements "Are you a fund manager looking to hire an exceptionalequityanalyst A longtime friend of mine is searching for an analyst role at an investment firm. He is flexibleand is open to publicmarket investing or the private markets.He is based in Phoenix Arizona but for the right opportunity he is willing to work remotely and/or travel. Please message me if you have an opportunity and I would be happy to connect you with him or answer any questions that you have" [X Link](https://x.com/alexbossert/status/1729534211235647832) 2023-11-28T16:14Z [----] followers, 11K engagements "I am deeply saddened by Charlie Munger's passing. I feel so grateful I got to know him. I will never forget the kindness he showed me. Charlie and I had an amazing dinner together just a few months ago. I am grateful I got to meet with Charlie half a dozen times over the past couple years. His principles and teachings will be a guiding light for me for the rest of my life. Charlie lived such an incredible life and remained sharp until the end. The positive impact he's had on the world will be felt for centuries. Rest in peace Charlie Below are some pictures from a few of my dinners with" [X Link](https://x.com/alexbossert/status/1730266187303366767) 2023-11-30T16:43Z [----] followers, 26.1K engagements "$RTX CEO Greg Hayes: "We see huge demand for Patriot air defense systems in the next few years" This is bullish for $SODI Solitron Devices. The Patriot air defense system is one of their largest programs" [X Link](https://x.com/alexbossert/status/1735112184487702755) 2023-12-14T01:39Z [----] followers, [----] engagements "In an interview this evening Javier Milei commented on the $YPF judgment. It is clear that he intends to pay Burford Capital. This is very bullish for $BUR shareholders. Here is a transcript from the interview: (Milei) "As of January [--] we will have to start paying the [--] billion dollars due to a court decision for the lawsuit against YPF." (Interviewer) "What decision is the Government going to make or has the Executive Branch taken about this" (Milei) ".There is a problem here because we don't have the money. We do not have [--] billion dollars to pay. That is the reality. But we do have the" [X Link](https://x.com/alexbossert/status/1739831802322100668) 2023-12-27T02:13Z [----] followers, 66.3K engagements ""Argentina May Issue Bond to Pay $16 Billion Award in YPF Lawsuit"" [X Link](https://x.com/anyuser/status/1739870591631401302) 2023-12-27T04:47Z [--] followers, [----] engagements "@normanklyde Clearly you have an axe to grind. Your tweets are baseless uniformed and wrong. I know Tim and and have been a shareholder for many years. Solitron is exemplar in many ways for how a nano cap company should be managed and governed. Tim has done a fantastic job which is why the stock is up nearly 600% in the past [--] years. Tim is a completely honest person however you are not given the baseless allegations you are making. Your anonymous account appears to have been created just to smear Solitron. You have no followers (other than porn bots) no posts (other than your untrue" [X Link](https://x.com/alexbossert/status/1743693864496423244) 2024-01-06T17:59Z [----] followers, [--] engagements "@normanklyde Clearly you have an axe to grind. Your tweets are baseless uniformed and wrong. I know Tim and have been a shareholder for many years. Solitron is exemplar in many ways for how a nano cap company should be managed and governed. Tim has done a fantastic job which is why the stock is up nearly 600% in the past [--] years. Tim is a completely honest person. However you are not given the baseless allegations you are making. Your anonymous account appears to have been created just to smear Solitron. You have no followers (other than porn bots) no posts (other than your untrue statements" [X Link](https://x.com/alexbossert/status/1744094026599452793) 2024-01-07T20:29Z [----] followers, [--] engagements "@normanklyde Clearly you have an axe to grind. Your tweets on Solitron are baseless uniformed and wrong. I know Tim and have been a shareholder for many years. Solitron is exemplar in many ways for how a nano cap company should be managed and governed. Tim has done a fantastic job which is why the stock is up nearly 600% in the past [--] years. Tim is a completely honest person. However you are not given the baseless allegations you are making. Your anonymous account appears to have been created just to smear Solitron. You have no followers (other than porn bots) no posts (other than your untrue" [X Link](https://x.com/alexbossert/status/1744400367855468834) 2024-01-08T16:47Z [----] followers, [---] engagements "Your summary on $BUR is well done. Thanks for posting it. A couple small errors I spotted: (i) Burford is holding the YPF related assets at $1285768000 on the balance sheet (not $1.9 billion). See page #30: (ii) Burford is entitled to about 42% of the overall judgment not 39%. See here:" [X Link](https://x.com/anyuser/status/1746896305555718151) 2024-01-15T14:05Z [--] followers, [---] engagements "@slexander_coys I recommend reading the recently posted VIC write-up which goes into a lot of detail on that question. Long story short their loan book is very safe" [X Link](https://x.com/alexbossert/status/1766931449372971038) 2024-03-10T20:57Z [----] followers, [---] engagements "For those who doubt that Argentina will pay Burford Capital $BUR: Source: Chiche Gelblung Interview with Javier Milei Cronica TV October [--] 2023" [X Link](https://x.com/alexbossert/status/1768665759138402612) 2024-03-15T15:49Z [----] followers, 69.9K engagements "Friends: I need your help. I have an imposter on X. @alexbossertt (with two "t's" at the end) is not me. Please report this scammer My account has only one "t" at the end and has a blue check mark. Here is a picture of my imposter's account:" [X Link](https://x.com/alexbossert/status/1771572807425577274) 2024-03-23T16:20Z [----] followers, [----] engagements "It's a great sign for shareholders to see Burford Capital's CIO and CEO buying a significant amount of stock. $BUR" [X Link](https://x.com/alexbossert/status/1773032433262166123) 2024-03-27T17:00Z [----] followers, 27K engagements "Boston Omaha $BOC has significantly more fiber passes than people realize. Bossert Capital contacted the FCC and we have been able to determine how many fiber passes Boston Omaha has. As of June 30th [----] Boston Omaha had [-----] fiber passings. I believe this is significantly more than what most Boston Omaha shareholders are anticipating and I expect the stock may rise when this positive development is more broadly disseminated. The FCC told me that they will update this information and provide the totals as of December 31st [----] sometime in May. To view the data follow the following link and" [X Link](https://x.com/alexbossert/status/1776700203568959846) 2024-04-06T19:55Z [----] followers, 44.3K engagements "I totally disagree. The estimated value per pass comes from a friend of mine who runs a prominent private equity firm that owns a fiber builder. This is where private comps are currently going for (as of January 2024). $BOC's fiber business is very unlikely to be overbuilt by someone else because they are in rural areas" [X Link](https://x.com/alexbossert/status/1776730603183820833) 2024-04-06T21:56Z [----] followers, [----] engagements "Boston Omaha $BOC is currently trading at a substantial discount to fair value. The sum of the parts is easily worth $24 - $31 per share vs a current price of only $15. Here is my calculation of the sum of the parts:" [X Link](https://x.com/alexbossert/status/1777012859072893245) 2024-04-07T16:37Z [----] followers, 87K engagements "Furthermore my view is that once $BOC's broadband business matures in a few years the combined FCF of Boston Omaha's Broadband Billboard and Insurance business will be at least $28m - $44m per year. This compares to a current enterprise value of just $161m (after netting of their stake in Sky Harbour CB&T Bank cash and securities). In other words Boston Omaha is trading for just 4-7x of my estimate of near term FCF. The bottom line in Boston Omaha is extremely undervalued both an asset and FCF basis" [X Link](https://x.com/alexbossert/status/1777012861824372990) 2024-04-07T16:37Z [----] followers, [----] engagements "@marginofdanger Yes nearly all of those expenses are incurred within the subsidiaries. Therefore G&A is already factored into my FCF figures" [X Link](https://x.com/alexbossert/status/1777045001375002762) 2024-04-07T18:45Z [----] followers, [----] engagements "Here is the visitors log where it is publicly disclosed that Jonathan Molot (CIO of Burford Capital $BUR) met with senior Milei administration officials to discuss the YPF / Petersen case: https://audiencias.mininterior.gob.ar/buscarq=molot For those who doubt that Argentina will pay Burford Capital $BUR: Source: Chiche Gelblung Interview with Javier Milei Cronica TV October [--] [----]. https://t.co/aFmyb4mvRE https://audiencias.mininterior.gob.ar/buscarq=molot For those who doubt that Argentina will pay Burford Capital $BUR: Source: Chiche Gelblung Interview with Javier Milei Cronica TV October" [X Link](https://x.com/alexbossert/status/1779577617391223269) 2024-04-14T18:29Z [----] followers, 34K engagements "IMF warns Argentina that they need to address the YPF court judgment if they want to regain access foreign capital markets. This is quite positive for $BUR. It may take time but I am quite confident that Burford and Argentina will work out a deal. Link to IMF report: https://www.imf.org/en/Publications/CR/Issues/2024/02/01/Argentina-Seventh-Review-under-the-Extended-Arrangement-under-the-Extended-Fund-Facility-544313 https://twitter.com/SebastianMaril/status/1780554613860528523 https://twitter.com/SebastianMaril/status/1780554613860528523 For those who doubt that Argentina will pay Burford" [X Link](https://x.com/alexbossert/status/1780579786353487938) 2024-04-17T12:51Z [----] followers, 11.9K engagements "Here is a well done analysis of Burford Capital $BUR by Mordechai Yavneh of Focus Capital Management: https://focuscapitaladvisers.com/downloads/2023_Portfolio_Update.pdf https://focuscapitaladvisers.com/downloads/2023_Portfolio_Update.pdf" [X Link](https://x.com/alexbossert/status/1780626030538956973) 2024-04-17T15:55Z [----] followers, 16.4K engagements "The Ukraine aid bill that just passed the House has the potential to be a windfall for Solitron Devices $SODI shareholders if it successfullypasses in the Senate (as is expected). For context the $1.7T omnibus spending bill signed by Biden back in December [----] authorized $11.9B to be spent on replenishing stockpilesof weapons sent to Ukraine. The December [----] bill triggered $20M of incremental sales for Solitron which the company will begin shipping to later thisyear (or next year) and will last [--] years (i.e. $4M of incremental sales per year). The new Ukraine aid bill approved by the House" [X Link](https://x.com/alexbossert/status/1782066641343304165) 2024-04-21T15:19Z [----] followers, [----] engagements "Burford Capital $BUR YPF judgment creditors ask New York judge to compel Argentina to transfer ownership of the oil and gas company. https://t.co/84cq9ztYwH https://t.co/84cq9ztYwH YPF judgment creditors ask New York judge to compel Argentina to transfer ownership of the oil and gas company. https://t.co/84cq9ztYwH https://t.co/84cq9ztYwH" [X Link](https://x.com/alexbossert/status/1782191702301651392) 2024-04-21T23:36Z [----] followers, [----] engagements "Well done analysis of Dino Polska $DNP $DNP.WA DINO POLSKA WRITE-UP IS OUT Thisisan amazingcase study on retailers and understanding compounders - the stock is up over 10x since going public a few years ago. One of my favorite sections is the overview of unit economics of each store which tied with ROIC at the store https://t.co/IhmqNDx6d0 DINO POLSKA WRITE-UP IS OUT Thisisan amazingcase study on retailers and understanding compounders - the stock is up over 10x since going public a few years ago. One of my favorite sections is the overview of unit economics of each store which tied with ROIC" [X Link](https://x.com/alexbossert/status/1783957192766304680) 2024-04-26T20:31Z [----] followers, [----] engagements "@always_invest The future is bright for $BOC" [X Link](https://x.com/alexbossert/status/1796538395226673484) 2024-05-31T13:45Z [----] followers, [---] engagements "The reason that there is so much misleading information being shared on $BOC is very simple. There has been a coordinated bear attack on BOC by a group of hedge funds who are short the stock. This is why you see thesame group of ten - twenty anonymous Twitter accountsworking in concert to aggressively share baseless information on BOC nonstop. These accounts all have an agenda and are shills for these hedge funds. I'd suggest just blocking these accounts" [X Link](https://x.com/alexbossert/status/1799840696607633592) 2024-06-09T16:27Z [----] followers, [----] engagements "I will be in Irvine California for the next month. Please DM me if you will be in Irvine or Los Angeles during the next month and we can set up a time to meet" [X Link](https://x.com/alexbossert/status/1801993774861635673) 2024-06-15T15:02Z [----] followers, [----] engagements "Mark Lavery's abusive management buyout at Cambria Automobiles back in [----] is the posterchild of minority shareholder abuse. His 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 Unfortunately management at Cambria Automobiles has been able to slide through this awful MBO led by CEO Mark Lavery. It's game over for minorities. Not a single shareholder tendered because they thought it was a good deal. It's a truly sad situation. $CAMB $CAMB.L $CAMB.LN #CAMB Unfortunately" [X Link](https://x.com/alexbossert/status/1804535876770553963) 2024-06-22T15:24Z [----] followers, [----] engagements "Sky Harbour Group $SKYH is a completely undiscovered gem. The unit economics of their projects are the best I have ever seen for Class A real estate with unlevered returns of 20%+. Has anyone else done a deep dive on this business" [X Link](https://x.com/alexbossert/status/1804899106248445991) 2024-06-23T15:27Z [----] followers, 32.2K engagements "I enjoyed watching the presentation from Sky Harbour Group at the Sidoti Conference yesterday. This business is very under appreciated. $SKYH" [X Link](https://x.com/alexbossert/status/1824513809027043450) 2024-08-16T18:29Z [----] followers, [----] engagements "I enjoyed @LDiscernment's write up on Sky Harbour $SKYH. Very well done [--] stock pitches from this morning's free email: $SKYH - stock already moving but still 260% upside @LDiscernment $E.TO - specialized equipment provider for Canadian energy/infra. 150% upside in 1-2 years @TrickleMicrocap $FTAI - another aerospace company growing quickly https://t.co/fGuhBaIYRE [--] stock pitches from this morning's free email: $SKYH - stock already moving but still 260% upside @LDiscernment $E.TO - specialized equipment provider for Canadian energy/infra. 150% upside in 1-2 years @TrickleMicrocap $FTAI -" [X Link](https://x.com/alexbossert/status/1826281682808504823) 2024-08-21T15:34Z [----] followers, [----] engagements "@bigfrank90210 $SKYH is not currently a REIT but they plan to convert to one in the future. Aside from that mistake I think your analysis is well done" [X Link](https://x.com/alexbossert/status/1828437440542990515) 2024-08-27T14:20Z [----] followers, [----] engagements "Thank you for posting my $SKYH write-up @ToffCap Interesting Sky Harbour $SKYH deep dive from @alexbossert 👇 https://t.co/chtpnC0Sks Interesting Sky Harbour $SKYH deep dive from @alexbossert 👇 https://t.co/chtpnC0Sks" [X Link](https://x.com/alexbossert/status/1828498151788904618) 2024-08-27T18:21Z [----] followers, [----] engagements "@bigfrank90210 @RandallDarryl @X Yes I expect them to pay a dividend but this won't happen for a long time. Once they are at 50+ airports and their growth eventually slows then I anticipate they will convert to a REIT and begin paying a dividend" [X Link](https://x.com/alexbossert/status/1828625010262454281) 2024-08-28T02:45Z [----] followers, [---] engagements "That'll look great in his Sky Harbour hangar $SKYH Jeff Bezos reportedly buys fourth private jet for $80M that flies near the speed of sound https://t.co/yWqfnZAgcU https://t.co/jOpSIjOv1j Jeff Bezos reportedly buys fourth private jet for $80M that flies near the speed of sound https://t.co/yWqfnZAgcU https://t.co/jOpSIjOv1j" [X Link](https://x.com/alexbossert/status/1830241672518918490) 2024-09-01T13:49Z [----] followers, 11.3K engagements "Highlights From Yesterdays Presentation by Sky Harbour $SKYH At The Gateway Conference in San Francisco: Their objective is to reach fifty airports in the medium term and maintain a mid-teens stabilized yield on cost across all of their projects. There is a chronic undersupply of hangar space in the United States and the deficit is growing. The deficit is particularly acute for hangars with door heights 24ft. More than 50% of the planes added since the beginning of [----] have a tail height greater than 24ft. Yet most of the existing hangars were built when private jets were smaller and cannot" [X Link](https://x.com/alexbossert/status/1831700775547908202) 2024-09-05T14:27Z [----] followers, 24.3K engagements "Link to replay from the presentation by Sky Harbour $SKYH At The Gateway Conference in San Francisco:: https://wsw.com/webcast/gateway2/skyh/2186748 https://wsw.com/webcast/gateway2/skyh/2186748" [X Link](https://x.com/alexbossert/status/1831700777233969496) 2024-09-05T14:27Z [----] followers, [----] engagements "The yield on the bonds issued by Sky Harbour $SKYH continues to come down. Just in thelast week over $7.5m of transactions took place at between a 5% and a 5.03% yield. This is great news for theirupcoming bond issuance they have planned. To state the obvious issuingdebt at 5% and investing at unlevered returnsof 15%+ creates huge value. $SKYH is issuing long dated fixed rate debt at [---] - [---] basis points lower than the corporate debt markets because they are able to issue municipal bonds to fund their projects. Link to current trading information on Sky Harbour's bonds:" [X Link](https://x.com/alexbossert/status/1833147413420269845) 2024-09-09T14:16Z [----] followers, [----] engagements "@DheerajNam Thank you @DheerajNam Here is a link to the write-up on Sky Harbour (ticker: $SKYH). https://drive.google.com/file/d/1lGwYYGSWgfqKaWur0d5qPqd8xdBN1sEv/viewusp=drivesdk https://drive.google.com/file/d/1lGwYYGSWgfqKaWur0d5qPqd8xdBN1sEv/viewusp=drivesdk" [X Link](https://x.com/alexbossert/status/1833280554592063964) 2024-09-09T23:05Z [----] followers, [---] engagements "@J_Sull Thanks for posting this. I enjoyed the presentation. $SKYH is a fantastic business. Here is a good write-up on the company: https://drive.google.com/file/d/1lGwYYGSWgfqKaWur0d5qPqd8xdBN1sEv/view https://drive.google.com/file/d/1lGwYYGSWgfqKaWur0d5qPqd8xdBN1sEv/view" [X Link](https://x.com/alexbossert/status/1839345212017303716) 2024-09-26T16:44Z [----] followers, [---] engagements "Adri Rivero wrotea very well done write-up on Sky Harbour Group $SKYH. NUEVA TESIS: Sky Harbour ✈ $SKYH - Empresa de hangares para jets privados. - Sector con alta demanda y oferta limitada. - Potencial monopolio local. - Fundador con el 27% de acciones. - Clientes de alto patrimonio. Agradezco Like y RT👇👇 https://t.co/yytD9nWu9f https://t.co/sqGJUf4oU4 NUEVA TESIS: Sky Harbour ✈ $SKYH - Empresa de hangares para jets privados. - Sector con alta demanda y oferta limitada. - Potencial monopolio local. - Fundador con el 27% de acciones. - Clientes de alto patrimonio. Agradezco Like y RT👇👇" [X Link](https://x.com/alexbossert/status/1855658488510251148) 2024-11-10T17:07Z [----] followers, [----] engagements "The market is overlooking a significant piece of positive news from Sky Harbour $SKYH this past week. On December 19th $SKYH announced it signed a new ground lease for its 16th hangar campus at Trenton-Mercer airport (KTTN) in New Jersey: This announcement is a big deal because this one campus will create significant value for shareholders. This is yet another tier one airport for $SKYH. My data suggests that the fixed based operators (FBOs) at KTTN are currently charging tenants approximately $60 per Sq Ft annually. On the Q3 [----] conference call CEO Tal Keinan mentioned that $SKYH is able" [X Link](https://x.com/alexbossert/status/1870523454556143876) 2024-12-21T17:35Z [----] followers, 17.5K engagements "No it's not aggressive. I am assuming $4 in PSF property operating costs which is consistent with their four existing campuses. Management discusses this in their earnings calls and I discuss it in my write-up as well. Furthermore there are lots of examples of real estate with very high margins at the property level. Property level margins this high are not unprecedented" [X Link](https://x.com/alexbossert/status/1870529172675936724) 2024-12-21T17:58Z [----] followers, [---] engagements "Great questions @jackson_jo96163 I don't have any additional insights on the Camarillo acquisition at this time. I look forward to learning more about it during the next earnings call. It will be important to get further detail on the quality/specifications of this hangar complex the ground lease terms whether it comes with additional land $SKYH can build on etc. Also I don't know what the FBOs charge at this airport so I don't have a good feel for what $SKYH will be able to charge its tenants. I would not assume it's $100 per Sq FT. It's probably lower otherwise it would have sold for much" [X Link](https://x.com/alexbossert/status/1870700763913290008) 2024-12-22T05:19Z [----] followers, [--] engagements "@kingdomcapadv @themagicbakery Not sure who was saying that but the management team at $SKYH has been completely forthright that they will be issuing some shares in the short run to fund the equity component of the PAB issuances. Nothing here should surprise anyone who is following closely" [X Link](https://x.com/alexbossert/status/1873609693899440450) 2024-12-30T05:58Z [----] followers, [---] engagements "@themagicbakery This is an extremely misleading post. $BOC did not file to sell all it's shares in $SKYH. They are selling only $1m worth. Secondly when this $SKYH secondary was negotiated months ago the stock price was sub $10. Since then it has moved up significantly" [X Link](https://x.com/alexbossert/status/1873610559863824641) 2024-12-30T06:02Z [----] followers, [---] engagements "@always_invest Great observation @always_invest Looks like more capital was injected into $BOC's insurance segment (UCS) which I take as a positive sign that they expect continued growth for this segment" [X Link](https://x.com/alexbossert/status/1874639767805317576) 2025-01-02T02:12Z [----] followers, [---] engagements "I would like to speak to any investment managers that manage separately managed accounts through Interactive Brokers and charge performance fees. Please DM me" [X Link](https://x.com/alexbossert/status/1876268461955162413) 2025-01-06T14:03Z [----] followers, [----] engagements "Sky Harbour $SKYH founder and CEO Tal Keinan: its absolutely possible to have [--] campuses in the next 3-5 years Im not giving any spoilers but I think it might be possible to exceed that as well This is incredible" [X Link](https://x.com/alexbossert/status/1879894140407951723) 2025-01-16T14:11Z [----] followers, [--] engagements "@AlphaArkInvest You are correct. In the next [--] months $SKYH has four new facilities opening and they just made an acquisition of an already constructed hangar campus. Once fully leased this will lead to $27m+ of additional annual NOI:" [X Link](https://x.com/alexbossert/status/1881990323498549542) 2025-01-22T09:00Z [----] followers, [---] engagements "@Value_Europe I look forward to seeing your work on $SKYH" [X Link](https://x.com/alexbossert/status/1888094991022530996) 2025-02-08T05:18Z [----] followers, [---] engagements "Fantastic interview with Tal Keinan CEO of Sky Harbour Group $SKYH" [X Link](https://x.com/alexbossert/status/1896893560395636742) 2025-03-04T12:00Z [----] followers, [--] engagements "@Gubben89 Why do you think $SKYH is worth $20+" [X Link](https://x.com/alexbossert/status/1736877968624865554) 2023-12-18T22:35Z [----] followers, [---] engagements "@SebastianMaril $BUR Burford Capital" [X Link](https://x.com/alexbossert/status/1739854187423265124) 2023-12-27T03:42Z [----] followers, [----] engagements "@SebastianMaril $BUR Burford Capital" [X Link](https://x.com/alexbossert/status/1745498124880142466) 2024-01-11T17:29Z [----] followers, [----] engagements "$BUR Burford Capital Clearly pressure is mounting for the Milei Administration to address the $YPF judgment. Saravia Frias was Macri's General Counsel. In this article he said: - The chances of a successful appeal in the $YPF case are practically zero. - The consequences of lengthening the process can be severe for Argentina. Especially if Preska dictates a Pari Passu doctrine (which would force Argentina to pay Burford before paying back any non defaulted debt). - Argentina should stop insisting to the Judge they inherited a horrible economic situation. - Argentina will not be able to access" [X Link](https://x.com/alexbossert/status/1745850207479206385) 2024-01-12T16:48Z [----] followers, 23.1K engagements "Citizens Bancshares Corporation the holding company for Citizens Trust Bank is a publicly traded bank based in Atlanta Georgia. The ticker is $CZBS. Citizens 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. Theirannualreport will not be out until April but we can already see" [X Link](https://x.com/alexbossert/status/1766927911053844871) 2024-03-10T20:43Z [----] followers, 40.4K engagements "@chasesfish There is a lot you are missing. You need to take a look at the specifics of the ECIP program. $CZBS received $95.7m in ECIP preferred. The fair value of this liability is a fraction of face value which is how you get a much higher adjusted book value" [X Link](https://x.com/alexbossert/status/1766998984097157195) 2024-03-11T01:26Z [----] followers, [---] engagements "@chasesfish Again there is a lot you're missing. $CZBS is a very competent lender. They just received a substantial amount of ECIP preferred. It will take time to get that lent out because they are very careful loan underwriters" [X Link](https://x.com/alexbossert/status/1767000867285221794) 2024-03-11T01:33Z [----] followers, [---] engagements "@RealHerbHoover @vanckzhu @somehotelguy @DarkfireCapital @stoked_on_waves What's your thesis on $airt" [X Link](https://x.com/alexbossert/status/1767211042193518770) 2024-03-11T15:28Z [----] followers, [---] engagements "@tylersaysletsgo @slexander_coys This is incorrect. $CZBS did not make an acquisition in [----]. You must be thinking of a different bank" [X Link](https://x.com/alexbossert/status/1768048650251292934) 2024-03-13T22:57Z [----] followers, [---] engagements "Thanks for posting this I encourage everyone to give @joinyellowbrick a follow for interesting investment ideas. A few minor corrections to your summary: The market cap of $CZBS is $87 million (1786501 shares outstanding X $48.5). In the summary you have $100.9 million. The current P/E is 6x (in the summary you have 25x)" [X Link](https://x.com/alexbossert/status/1769759530785669577) 2024-03-18T16:15Z [----] followers, [---] engagements "An interesting snippet from the Value Investors Club write-up posted today on $BUR: "Burfords management was in Argentina recently meeting with senior Milei administration staff." For those who doubt that Argentina will pay Burford Capital $BUR: Source: Chiche Gelblung Interview with Javier Milei Cronica TV October [--] [----]. https://t.co/aFmyb4mvRE For those who doubt that Argentina will pay Burford Capital $BUR: Source: Chiche Gelblung Interview with Javier Milei Cronica TV October [--] [----]. https://t.co/aFmyb4mvRE" [X Link](https://x.com/alexbossert/status/1771188866608763045) 2024-03-22T14:55Z [----] followers, 21K 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" [X Link](https://x.com/alexbossert/status/1772443335631736907) 2024-03-26T01:59Z [----] 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" [X Link](https://x.com/alexbossert/status/1772600363662663876) 2024-03-26T12:23Z [----] followers, [----] engagements "@ParthenosCap Here are some thoughts on $CZBS that I recently posted: https://x.com/alexbossert/status/1766927911053844871t=TzSUdX45aTOWQszQsXYs6Q&s=19 Citizens Bancshares Corporation the holding company for Citizens Trust Bank is a publicly traded bank based in Atlanta Georgia. The ticker is $CZBS. Citizens is a well-managed bank with a shareholder-friendly and conservative management team. At the recent share price of $50 https://x.com/alexbossert/status/1766927911053844871t=TzSUdX45aTOWQszQsXYs6Q&s=19 Citizens Bancshares Corporation the holding company for Citizens Trust Bank is a publicly" [X Link](https://x.com/alexbossert/status/1772601564043092316) 2024-03-26T12:28Z [----] followers, [---] engagements "@HariSeldomRight Here are some thoughts on $CZBS that I recently posted: https://x.com/alexbossert/status/1766927911053844871t=TzSUdX45aTOWQszQsXYs6Q&s=19 Citizens Bancshares Corporation the holding company for Citizens Trust Bank is a publicly traded bank based in Atlanta Georgia. The ticker is $CZBS. Citizens is a well-managed bank with a shareholder-friendly and conservative management team. At the recent share price of $50 https://x.com/alexbossert/status/1766927911053844871t=TzSUdX45aTOWQszQsXYs6Q&s=19 Citizens Bancshares Corporation the holding company for Citizens Trust Bank is a" [X Link](https://x.com/alexbossert/status/1772601838866411783) 2024-03-26T12:29Z [----] followers, [---] engagements "I fully agree with my friend @Whit_Huguley thoughts on Citizens Bancshares $CZBS: "Citizens Bank should generate $15+m of net income per year going forward in a no growth scenario which represents a 20+% free cash flow to equity yield [--] P/E ratio. Additionally Citizens Bank still has over $100m of cash - more than their entire market cap - at their holding company creating an investment opportunity where even in the worst-case scenario it seems we would receive more than the current market cap." Enjoyed the River Oaks Capital H2 [----] Letter: h/t @Whit_Huguley https://t.co/DP3n5jscjJ" [X Link](https://x.com/alexbossert/status/1773340760307290481) 2024-03-28T13:25Z [----] followers, 12.2K engagements "Citizens Bancshares $CZBS is a well-managed bank with a shareholder-friendly and conservative management team. At the recent share price of $50 it is trading for less than six times its current earnings and just 70% of its adjusted tangible book value. Furthermore its EPS has the potential to grow meaningfully in the next several years driven by multiple tailwinds and significant share buybacks" [X Link](https://x.com/alexbossert/status/1773439866417606706) 2024-03-28T19:59Z [----] followers, [----] engagements "$BUR Burford Capital Burford Capital asks a US judge to give it control of Argentine state oil company YPF as part of its effort to collect on a $16 billion court judgment against the country https://t.co/H49hYN4TU2 Burford Capital asks a US judge to give it control of Argentine state oil company YPF as part of its effort to collect on a $16 billion court judgment against the country https://t.co/H49hYN4TU2" [X Link](https://x.com/alexbossert/status/1782528575607877781) 2024-04-22T21:55Z [----] followers, [----] engagements "The Ukraine aid bill that was just signed by Biden has the potential to be a windfall forSolitron Devices$SODI shareholders. For context the $1.7T omnibus spending bill signed by Biden back in December [----] authorized $11.9B to be spent on replenishing stockpilesof weapons sent to Ukraine. The [----] bill triggered $20M of incremental sales forSolitronwhich the company will begin shipping to later thisyear (or next year) and will last [--] years (i.e. $4M of incremental sales per year). The new Ukraine aid bill authorizes $13.4B to be spent on replenishing weapons already sent to Ukraine (13% more" [X Link](https://x.com/alexbossert/status/1783183370018509150) 2024-04-24T17:17Z [----] 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 $24 million per year.One common misconception I've observed regarding Boston Omaha is the belief among people who only take a cursory look that the company is free cash flow negative. This misconception often stems from an analysis of the cash flow statement where "Cash From Operations" is reduced by all capital expenditures. However it's important to note that a significant portion of Boston Omaha's capital expenditure is growth-related not maintenance. While the precise definition of free cash flow can vary among investors only maintenance capital" [X Link](https://x.com/alexbossert/status/1961158825790075007) 2025-08-28T20:07Z [----] followers, [----] engagements "$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/alexbossert/status/1962528589187862942) 2025-09-01T14:50Z [----] 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 "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/anyuser/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/anyuser/status/2019120862331564530) 2026-02-04T18:48Z [----] followers, [---] engagements "The near term outlook for the military programs that Solitron Devices $SODI supplies to is strong. In the near term production levels for the Advanced Medium-Range Air-to-Air Missile (AMRAAM) is slated to remain flat High Mobility Artillery Rocket System (HIMARS) production will grow by 100% and Standard Missile-6 (SM-6) production will grow by 140%. This will be a great tailwind for Solitron's sales over the next several years. Here is some good information on the production outlook for three of the military programs that I believe are most impactful for Solitron (via Perplexity AI):" [X Link](https://x.com/alexbossert/status/1800902587941523718) 2024-06-12T14:46Z [----] followers, [----] engagements "$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 $4m of sales annually for" [X Link](https://x.com/alexbossert/status/1880599456439251212) 2025-01-18T12:53Z [----] followers, [----] engagements "$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 $SODI's annual net income going forward. 🚨 "Last year we doubled AMRAAM production; we're doubling production again this year and we're going to continue to increase that production." -Raytheon CEO Phil Jasper Raytheon previously announced that the 1200/y MAX facilitization would be reached by the end of [----]. https://t.co/c9anoYU5gD 🚨 "Last year we doubled AMRAAM production; we're doubling production again this year and we're" [X Link](https://x.com/alexbossert/status/1920117988901921072) 2025-05-07T14:06Z [----] followers, 12.1K engagements "$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 "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 "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 "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/anyuser/status/2023048573873504542) 2026-02-15T14:55Z [----] followers, [----] 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/anyuser/status/1652333348012933120) 2023-04-29T15:25Z [----] followers, 182.9K 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/anyuser/status/2023048573873504542) 2026-02-15T14:55Z [----] followers, [----] engagements "Depending on how you want to value the software business right now the overall valuation for $DJCO is anywhere from slightly cheap to slightly expensive. Valuing JTI at $TYL EV/Rev multiple implies fair value for $DJCO of $644 per share. I use Constellation's multiple as illustrative despite it having far more diversity in VMS and being a very different overall business it's probably something of a bear case for JTI. My best case base case uses an EV/Rev multiple of 4.5x which is very cheap if they sustain recent growth but is probably reasonable as a conservative best guess and implies that" [X Link](https://x.com/anyuser/status/2021291955603280035) 2026-02-10T18:35Z [----] 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/anyuser/status/2021388880453206513) 2026-02-11T01:00Z [----] followers, [--] engagements "🔥💯 See archives for full overview of what $SODI Solitron is and its history. So long solitron" [X Link](https://x.com/anyuser/status/2019916209173700834) 2026-02-06T23:28Z [----] followers, [----] engagements "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/anyuser/status/2019120522676887910) 2026-02-04T18:47Z [----] followers, [----] engagements "RT @ohcapideas: $DJCO has done really well since late October - from $375/share to $565/share. Curiously even though shares have pulled" [X Link](https://x.com/anyuser/status/2021388523023237149) 2026-02-11T00:59Z [----] followers, [--] engagements "$DJCO has done really well since late October - from $375/share to $565/share. Curiously even though shares have pulled back some from their highs they haven't really come under heavy selling pressure despite software being among the largest parts of its valuation. I think that's probably due to a combination of its small size having other drivers of value and starting off from an extremely cheap valuation last fall. $DJCO sold off a lot again today. Market cap is now roughly $500 million against a securities portfolio and cash net of deferred taxes and a small margin loan of more than $400" [X Link](https://x.com/anyuser/status/2021289392682479846) 2026-02-10T18:25Z [----] followers, [----] engagements "$DJCO sold off a lot again today. Market cap is now roughly $500 million against a securities portfolio and cash net of deferred taxes and a small margin loan of more than $400 million some valuable real estate (which is more and more looking to be excess) and a software business that could easily be worth more than $400 million on its own. $DJCO has been trading oddly this morning and Friday. At around $400 per share the market cap is only about $560 million or so compared to securities and cash net of deferred taxes and the margin loan being very close to $400 million at the end of Q3." [X Link](https://x.com/anyuser/status/1982859257054691832) 2025-10-27T17:17Z [----] followers, 48.4K 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/anyuser/status/2020496552574529559) 2026-02-08T13:54Z [----] 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/anyuser/status/2020139849232048176) 2026-02-07T14:17Z [----] followers, [----] engagements "Thanks for the look man. Heres my thesis: Their is a growing private hanger deficit in the U.S. and $SKYH has almost no competition if a competitor does enter the market then they are 3-5 years behind in terms of leasing and construction. They have been focusing on a growth strategy by pouring capital into pre-leasing and construction of new facilities expanding to [--] airports in the U.S. which has led to nonprofit to date. However in Q3 they showed a 78% revenue growth YoY and are poised to begin generating cash flow this year or early [----]. It is still early but my PT by [----] is $18-20. Not" [X Link](https://x.com/anyuser/status/2018715077935821142) 2026-02-03T15:55Z [----] 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/anyuser/status/2020139914684235842) 2026-02-07T14:17Z [----] followers, [----] engagements "New Post: The Agony of the Long Slog: Charlie Munger's Hidden Software Play $CSU.TO $CSU $DJCO https://open.substack.com/pub/csunerd/p/the-agony-of-the-long-slog-charlie https://open.substack.com/pub/csunerd/p/the-agony-of-the-long-slog-charlie" [X Link](https://x.com/anyuser/status/2019385833761943643) 2026-02-05T12:21Z [----] 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/anyuser/status/2019413117856629101) 2026-02-05T14:09Z [----] 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/anyuser/status/2019120862331564530) 2026-02-04T18:48Z [----] followers, [---] engagements "RT @TreyHenninger: 13% yielding investments inside $SODI as an asset on the balance sheet" [X Link](https://x.com/anyuser/status/2019114212522619053) 2026-02-04T18:21Z [----] followers, [--] engagements "13% yielding investments inside $SODI as an asset on the balance sheet. @ErikZeleny That is a royalty % on revenue earned by a small publicly traded asset manager. In the quarter Solitron earned $54000 which would be $216000 annualized versus the $1.65 million cost. @ErikZeleny That is a royalty % on revenue earned by a small publicly traded asset manager. In the quarter Solitron earned $54000 which would be $216000 annualized versus the $1.65 million cost" [X Link](https://x.com/anyuser/status/2019073000776073569) 2026-02-04T15:38Z 10.1K followers, [----] engagements "@ErikZeleny That is a royalty % on revenue earned by a small publicly traded asset manager. In the quarter Solitron earned $54000 which would be $216000 annualized versus the $1.65 million cost" [X Link](https://x.com/anyuser/status/2011548240928559578) 2026-01-14T21:17Z 11.9K followers, [----] engagements "$SODI Feb. [--] [----] /PRNewswire/ -- Raytheon an RTX (NYSE: RTX) business entered into five landmark framework agreements with the U.S. Department of War to significantly increase production capacity and speed deliveries of Land Attack and Maritime Strike variants of Tomahawk" [X Link](https://x.com/anyuser/status/2019094459342807526) 2026-02-04T17:03Z [--] followers, [----] engagements "What a journey it has been for my first written up company. I certainly did not know what I was doing when I was 19yo but looks like good tailwinds good CEO and small good business with temporary non-operational issue that impacts valuation works. $SODI" [X Link](https://x.com/anyuser/status/2019078713170641028) 2026-02-04T16:00Z 10.6K 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/anyuser/status/2019114013226090885) 2026-02-04T18:21Z [----] followers, [--] engagements "I've owned a good chunk of this company for [--] years don't talk about it much but what tim and mark have accomplished is remarkable. I trust that if the company is sold it will be for a price that adequately reflects the value they have helped create. Thank you @eriksen_tim Solitron Devices $SODI Announces Exploration of Potential Merger or Sale Opportunities https://t.co/qEptBFMaj8 https://t.co/ngxP9lnbTB Solitron Devices $SODI Announces Exploration of Potential Merger or Sale Opportunities https://t.co/qEptBFMaj8 https://t.co/ngxP9lnbTB" [X Link](https://x.com/anyuser/status/2018911448462745871) 2026-02-04T04:56Z [----] followers, [----] engagements "Solitron Devices $SODI Announces Exploration of Potential Merger or Sale Opportunities https://www.sec.gov/Archives/edgar/data/91668/000143774926002816/ex_915105.htm https://www.sec.gov/Archives/edgar/data/91668/000143774926002816/ex_915105.htm" [X Link](https://x.com/anyuser/status/2018800092938174797) 2026-02-03T21:33Z 11.9K followers, 15.9K 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/anyuser/status/2018805975143358924) 2026-02-03T21:57Z [----] followers, [--] engagements "Massive news out of $SODI. Solitron has received in-bound interest in an acquisition of the company. Price and terms unknown. Solitron Devices $SODI Announces Exploration of Potential Merger or Sale Opportunities https://t.co/qEptBFMaj8 https://t.co/ngxP9lnbTB Solitron Devices $SODI Announces Exploration of Potential Merger or Sale Opportunities https://t.co/qEptBFMaj8 https://t.co/ngxP9lnbTB" [X Link](https://x.com/anyuser/status/2018804591488590206) 2026-02-03T21:51Z 10.1K followers, [----] engagements "Solitron Devices $SODI announces fiscal Q3 earnings and files 10Q. Revs $5.0M vs. $3.4M. EPS $0.31 vs $0.13. While taxes are shown no actual cash payment due to DTAs https://www.sec.gov/Archives/edgar/data/91668/000143774926001187/ex_904977.htm https://www.sec.gov/Archives/edgar/data/91668/000143774926001187/ex_904977.htm" [X Link](https://x.com/anyuser/status/2011186929279385615) 2026-01-13T21:21Z 11.9K followers, [----] engagements "Oh wow $DJCO" [X Link](https://x.com/anyuser/status/2010702372977492386) 2026-01-12T13:16Z [----] followers, [----] engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@alexbossert Alex Bossert
Alex Bossert posts on X about $czbs, $sodi, $skyh, $boc the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Engagements: [-----] #
- [--] Week [------] -51%
- [--] Month [------] +145%
- [--] Months [-------] +552%
- [--] Year [-------] -36%
Mentions: [--] #
- [--] Week [--] +4.20%
- [--] Month [--] +70%
- [--] Months [---] +320%
- [--] Year [---] +13%
Followers: [------] #
- [--] Week [-----] +0.05%
- [--] Month [-----] +0.20%
- [--] Months [-----] +4.90%
- [--] Year [-----] +7%
CreatorRank: [---------] #
Social Influence
Social category influence finance stocks countries cryptocurrencies technology brands social networks exchanges currencies travel destinations
Social topic influence $czbs, $sodi #6, $skyh, $boc, $djco, $bur, business, $camb, acquisition, investment
Top accounts mentioned or mentioned by @whithuguley @coinvestorclub1 @normanklyde @alwaysinvest @eriksentim @slexandercoys @ldiscernment @bigfrank90210 @themagicbakery @sebastianmaril @chasesfish @joinyellowbrick @kab604 @berkelkip @loneoakinv @seekingalpha @puppyeh1 @ajbutton2 @cdnvalueinvestr @ajbpowell
Top assets mentioned Boston Omaha Corporation (BOC) Burford Capital Limited (BUR) Raytheon Technologies Corp (RTX) DNP Select Income Fund Inc. (DNP) YPF Sociedad Anonima (YPF) Berkshire Hathaway Inc. (BRK.A) Berkshire Hathaway Inc Class B (BRK.B) Fortress Transportation and Infrastructure Investors LLC Class A Common Stock (FTAI) AirNFTs (AIRT)
Top Social Posts
Top posts by engagements in the last [--] hours
"I recently finished listening to all the Berkshire Hathaway annual meetings back to [----]. $BRKA $BRKB https://buffett.cnbc.com/annual-meetings/ https://buffett.cnbc.com/annual-meetings/"
X Link 2020-09-07T23:42Z [----] followers, [--] engagements
"@CoInvestorClub1 I enjoyed the investment idea presentation by Christian Olesen on $CAMB Cambria Automobiles. Well done analysis"
X Link 2021-03-21T20:23Z [----] followers, [--] engagements
"I just sat down to read the [----] Berkshire Hathaway annual letter to shareholders which was just released. $BRK $BRK.A $BRK.B $BRKA $BRKB https://berkshirehathaway.com/letters/letters.html https://berkshirehathaway.com/letters/letters.html"
X Link 2023-02-25T13:32Z [----] followers, [----] engagements
"Charlie Munger's first ever podcast interview"
X Link 2023-10-30T12:12Z [----] followers, [----] engagements
"This is a well done overview of Dino Polska by Kyle Grieve @IrrationalMrkts and @Clay_Finck. Dino is one of the best businesses I am aware of and has a very long growth runway ahead. $DNP.WA $DNP Dive into the latest episode of #WeStudyBillionaires as @Clay_Finck brings in @IrrationalMrkts from our Millennial Investing Podcast show to share a stock deep dive on Dino Polska. 🛒✨ Learn how this incredible business has increased its store base by over 5x since [----] and https://t.co/BhsHsFR8zN Dive into the latest episode of #WeStudyBillionaires as @Clay_Finck brings in @IrrationalMrkts from our"
X Link 2023-11-10T02:43Z [----] followers, [----] engagements
"$BUR may have another massive case in their pipeline. "Chinese-linked Australian mining company sues Greenland for $11bn over lost revenue" "Burford Capital.has made capital available that could make the case less painful for Greenland Minerals.""
X Link 2023-11-10T17:55Z [----] followers, [----] engagements
"Javier Milei just won Argentina's presidential election. This is great news for Burford Capital $BUR shareholders because it appears likelythat Milei will be willing to negotiate with Burford and pay the YPF judgment. Herearethereasons I think it's likelyMilei will pay Burford: (i) Milei has indicated that he wants to pay the YPF judgment. When asked in this recent interview about the YPF judgment Milei responded "we have to pay." Go to 1:33:00 in this (ii) Milei wants Argentina to become respected again in the global financial community. Paying this judgment is critical to achieve this goal."
X Link 2023-11-20T00:18Z [----] followers, 33.9K engagements
"In the above tweet I mentioned several reasons which lead me to believe that the odds are good that Javier Milei will pay $BUR on the $6.2 billion settlement that they won. In addition to the reasons above Milei announced this morning that he intends to privatize several valuable state owned assets (including $YPF). There is no chance Milei will be able to privatize YPF without first settling the $6.2 billion claim with $BUR. Additionally privatizing assets means the Argentine state will have lots of money coming in which enhances their ability to pay Burford. This all increases the chances"
X Link 2023-11-20T18:43Z [----] followers, [----] engagements
"Are you a fund manager looking to hire an exceptionalequityanalyst A longtime friend of mine is searching for an analyst role at an investment firm. He is flexibleand is open to publicmarket investing or the private markets.He is based in Phoenix Arizona but for the right opportunity he is willing to work remotely and/or travel. Please message me if you have an opportunity and I would be happy to connect you with him or answer any questions that you have"
X Link 2023-11-28T16:14Z [----] followers, 11K engagements
"I am deeply saddened by Charlie Munger's passing. I feel so grateful I got to know him. I will never forget the kindness he showed me. Charlie and I had an amazing dinner together just a few months ago. I am grateful I got to meet with Charlie half a dozen times over the past couple years. His principles and teachings will be a guiding light for me for the rest of my life. Charlie lived such an incredible life and remained sharp until the end. The positive impact he's had on the world will be felt for centuries. Rest in peace Charlie Below are some pictures from a few of my dinners with"
X Link 2023-11-30T16:43Z [----] followers, 26.1K engagements
"$RTX CEO Greg Hayes: "We see huge demand for Patriot air defense systems in the next few years" This is bullish for $SODI Solitron Devices. The Patriot air defense system is one of their largest programs"
X Link 2023-12-14T01:39Z [----] followers, [----] engagements
"In an interview this evening Javier Milei commented on the $YPF judgment. It is clear that he intends to pay Burford Capital. This is very bullish for $BUR shareholders. Here is a transcript from the interview: (Milei) "As of January [--] we will have to start paying the [--] billion dollars due to a court decision for the lawsuit against YPF." (Interviewer) "What decision is the Government going to make or has the Executive Branch taken about this" (Milei) ".There is a problem here because we don't have the money. We do not have [--] billion dollars to pay. That is the reality. But we do have the"
X Link 2023-12-27T02:13Z [----] followers, 66.3K engagements
""Argentina May Issue Bond to Pay $16 Billion Award in YPF Lawsuit""
X Link 2023-12-27T04:47Z [--] followers, [----] engagements
"@normanklyde Clearly you have an axe to grind. Your tweets are baseless uniformed and wrong. I know Tim and and have been a shareholder for many years. Solitron is exemplar in many ways for how a nano cap company should be managed and governed. Tim has done a fantastic job which is why the stock is up nearly 600% in the past [--] years. Tim is a completely honest person however you are not given the baseless allegations you are making. Your anonymous account appears to have been created just to smear Solitron. You have no followers (other than porn bots) no posts (other than your untrue"
X Link 2024-01-06T17:59Z [----] followers, [--] engagements
"@normanklyde Clearly you have an axe to grind. Your tweets are baseless uniformed and wrong. I know Tim and have been a shareholder for many years. Solitron is exemplar in many ways for how a nano cap company should be managed and governed. Tim has done a fantastic job which is why the stock is up nearly 600% in the past [--] years. Tim is a completely honest person. However you are not given the baseless allegations you are making. Your anonymous account appears to have been created just to smear Solitron. You have no followers (other than porn bots) no posts (other than your untrue statements"
X Link 2024-01-07T20:29Z [----] followers, [--] engagements
"@normanklyde Clearly you have an axe to grind. Your tweets on Solitron are baseless uniformed and wrong. I know Tim and have been a shareholder for many years. Solitron is exemplar in many ways for how a nano cap company should be managed and governed. Tim has done a fantastic job which is why the stock is up nearly 600% in the past [--] years. Tim is a completely honest person. However you are not given the baseless allegations you are making. Your anonymous account appears to have been created just to smear Solitron. You have no followers (other than porn bots) no posts (other than your untrue"
X Link 2024-01-08T16:47Z [----] followers, [---] engagements
"Your summary on $BUR is well done. Thanks for posting it. A couple small errors I spotted: (i) Burford is holding the YPF related assets at $1285768000 on the balance sheet (not $1.9 billion). See page #30: (ii) Burford is entitled to about 42% of the overall judgment not 39%. See here:"
X Link 2024-01-15T14:05Z [--] followers, [---] engagements
"@slexander_coys I recommend reading the recently posted VIC write-up which goes into a lot of detail on that question. Long story short their loan book is very safe"
X Link 2024-03-10T20:57Z [----] followers, [---] engagements
"For those who doubt that Argentina will pay Burford Capital $BUR: Source: Chiche Gelblung Interview with Javier Milei Cronica TV October [--] 2023"
X Link 2024-03-15T15:49Z [----] followers, 69.9K engagements
"Friends: I need your help. I have an imposter on X. @alexbossertt (with two "t's" at the end) is not me. Please report this scammer My account has only one "t" at the end and has a blue check mark. Here is a picture of my imposter's account:"
X Link 2024-03-23T16:20Z [----] followers, [----] engagements
"It's a great sign for shareholders to see Burford Capital's CIO and CEO buying a significant amount of stock. $BUR"
X Link 2024-03-27T17:00Z [----] followers, 27K engagements
"Boston Omaha $BOC has significantly more fiber passes than people realize. Bossert Capital contacted the FCC and we have been able to determine how many fiber passes Boston Omaha has. As of June 30th [----] Boston Omaha had [-----] fiber passings. I believe this is significantly more than what most Boston Omaha shareholders are anticipating and I expect the stock may rise when this positive development is more broadly disseminated. The FCC told me that they will update this information and provide the totals as of December 31st [----] sometime in May. To view the data follow the following link and"
X Link 2024-04-06T19:55Z [----] followers, 44.3K engagements
"I totally disagree. The estimated value per pass comes from a friend of mine who runs a prominent private equity firm that owns a fiber builder. This is where private comps are currently going for (as of January 2024). $BOC's fiber business is very unlikely to be overbuilt by someone else because they are in rural areas"
X Link 2024-04-06T21:56Z [----] followers, [----] engagements
"Boston Omaha $BOC is currently trading at a substantial discount to fair value. The sum of the parts is easily worth $24 - $31 per share vs a current price of only $15. Here is my calculation of the sum of the parts:"
X Link 2024-04-07T16:37Z [----] followers, 87K engagements
"Furthermore my view is that once $BOC's broadband business matures in a few years the combined FCF of Boston Omaha's Broadband Billboard and Insurance business will be at least $28m - $44m per year. This compares to a current enterprise value of just $161m (after netting of their stake in Sky Harbour CB&T Bank cash and securities). In other words Boston Omaha is trading for just 4-7x of my estimate of near term FCF. The bottom line in Boston Omaha is extremely undervalued both an asset and FCF basis"
X Link 2024-04-07T16:37Z [----] followers, [----] engagements
"@marginofdanger Yes nearly all of those expenses are incurred within the subsidiaries. Therefore G&A is already factored into my FCF figures"
X Link 2024-04-07T18:45Z [----] followers, [----] engagements
"Here is the visitors log where it is publicly disclosed that Jonathan Molot (CIO of Burford Capital $BUR) met with senior Milei administration officials to discuss the YPF / Petersen case: https://audiencias.mininterior.gob.ar/buscarq=molot For those who doubt that Argentina will pay Burford Capital $BUR: Source: Chiche Gelblung Interview with Javier Milei Cronica TV October [--] [----]. https://t.co/aFmyb4mvRE https://audiencias.mininterior.gob.ar/buscarq=molot For those who doubt that Argentina will pay Burford Capital $BUR: Source: Chiche Gelblung Interview with Javier Milei Cronica TV October"
X Link 2024-04-14T18:29Z [----] followers, 34K engagements
"IMF warns Argentina that they need to address the YPF court judgment if they want to regain access foreign capital markets. This is quite positive for $BUR. It may take time but I am quite confident that Burford and Argentina will work out a deal. Link to IMF report: https://www.imf.org/en/Publications/CR/Issues/2024/02/01/Argentina-Seventh-Review-under-the-Extended-Arrangement-under-the-Extended-Fund-Facility-544313 https://twitter.com/SebastianMaril/status/1780554613860528523 https://twitter.com/SebastianMaril/status/1780554613860528523 For those who doubt that Argentina will pay Burford"
X Link 2024-04-17T12:51Z [----] followers, 11.9K engagements
"Here is a well done analysis of Burford Capital $BUR by Mordechai Yavneh of Focus Capital Management: https://focuscapitaladvisers.com/downloads/2023_Portfolio_Update.pdf https://focuscapitaladvisers.com/downloads/2023_Portfolio_Update.pdf"
X Link 2024-04-17T15:55Z [----] followers, 16.4K engagements
"The Ukraine aid bill that just passed the House has the potential to be a windfall for Solitron Devices $SODI shareholders if it successfullypasses in the Senate (as is expected). For context the $1.7T omnibus spending bill signed by Biden back in December [----] authorized $11.9B to be spent on replenishing stockpilesof weapons sent to Ukraine. The December [----] bill triggered $20M of incremental sales for Solitron which the company will begin shipping to later thisyear (or next year) and will last [--] years (i.e. $4M of incremental sales per year). The new Ukraine aid bill approved by the House"
X Link 2024-04-21T15:19Z [----] followers, [----] engagements
"Burford Capital $BUR YPF judgment creditors ask New York judge to compel Argentina to transfer ownership of the oil and gas company. https://t.co/84cq9ztYwH https://t.co/84cq9ztYwH YPF judgment creditors ask New York judge to compel Argentina to transfer ownership of the oil and gas company. https://t.co/84cq9ztYwH https://t.co/84cq9ztYwH"
X Link 2024-04-21T23:36Z [----] followers, [----] engagements
"Well done analysis of Dino Polska $DNP $DNP.WA DINO POLSKA WRITE-UP IS OUT Thisisan amazingcase study on retailers and understanding compounders - the stock is up over 10x since going public a few years ago. One of my favorite sections is the overview of unit economics of each store which tied with ROIC at the store https://t.co/IhmqNDx6d0 DINO POLSKA WRITE-UP IS OUT Thisisan amazingcase study on retailers and understanding compounders - the stock is up over 10x since going public a few years ago. One of my favorite sections is the overview of unit economics of each store which tied with ROIC"
X Link 2024-04-26T20:31Z [----] followers, [----] engagements
"@always_invest The future is bright for $BOC"
X Link 2024-05-31T13:45Z [----] followers, [---] engagements
"The reason that there is so much misleading information being shared on $BOC is very simple. There has been a coordinated bear attack on BOC by a group of hedge funds who are short the stock. This is why you see thesame group of ten - twenty anonymous Twitter accountsworking in concert to aggressively share baseless information on BOC nonstop. These accounts all have an agenda and are shills for these hedge funds. I'd suggest just blocking these accounts"
X Link 2024-06-09T16:27Z [----] followers, [----] engagements
"I will be in Irvine California for the next month. Please DM me if you will be in Irvine or Los Angeles during the next month and we can set up a time to meet"
X Link 2024-06-15T15:02Z [----] followers, [----] engagements
"Mark Lavery's abusive management buyout at Cambria Automobiles back in [----] is the posterchild of minority shareholder abuse. His 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 Unfortunately management at Cambria Automobiles has been able to slide through this awful MBO led by CEO Mark Lavery. It's game over for minorities. Not a single shareholder tendered because they thought it was a good deal. It's a truly sad situation. $CAMB $CAMB.L $CAMB.LN #CAMB Unfortunately"
X Link 2024-06-22T15:24Z [----] followers, [----] engagements
"Sky Harbour Group $SKYH is a completely undiscovered gem. The unit economics of their projects are the best I have ever seen for Class A real estate with unlevered returns of 20%+. Has anyone else done a deep dive on this business"
X Link 2024-06-23T15:27Z [----] followers, 32.2K engagements
"I enjoyed watching the presentation from Sky Harbour Group at the Sidoti Conference yesterday. This business is very under appreciated. $SKYH"
X Link 2024-08-16T18:29Z [----] followers, [----] engagements
"I enjoyed @LDiscernment's write up on Sky Harbour $SKYH. Very well done [--] stock pitches from this morning's free email: $SKYH - stock already moving but still 260% upside @LDiscernment $E.TO - specialized equipment provider for Canadian energy/infra. 150% upside in 1-2 years @TrickleMicrocap $FTAI - another aerospace company growing quickly https://t.co/fGuhBaIYRE [--] stock pitches from this morning's free email: $SKYH - stock already moving but still 260% upside @LDiscernment $E.TO - specialized equipment provider for Canadian energy/infra. 150% upside in 1-2 years @TrickleMicrocap $FTAI -"
X Link 2024-08-21T15:34Z [----] followers, [----] engagements
"@bigfrank90210 $SKYH is not currently a REIT but they plan to convert to one in the future. Aside from that mistake I think your analysis is well done"
X Link 2024-08-27T14:20Z [----] followers, [----] engagements
"Thank you for posting my $SKYH write-up @ToffCap Interesting Sky Harbour $SKYH deep dive from @alexbossert 👇 https://t.co/chtpnC0Sks Interesting Sky Harbour $SKYH deep dive from @alexbossert 👇 https://t.co/chtpnC0Sks"
X Link 2024-08-27T18:21Z [----] followers, [----] engagements
"@bigfrank90210 @RandallDarryl @X Yes I expect them to pay a dividend but this won't happen for a long time. Once they are at 50+ airports and their growth eventually slows then I anticipate they will convert to a REIT and begin paying a dividend"
X Link 2024-08-28T02:45Z [----] followers, [---] engagements
"That'll look great in his Sky Harbour hangar $SKYH Jeff Bezos reportedly buys fourth private jet for $80M that flies near the speed of sound https://t.co/yWqfnZAgcU https://t.co/jOpSIjOv1j Jeff Bezos reportedly buys fourth private jet for $80M that flies near the speed of sound https://t.co/yWqfnZAgcU https://t.co/jOpSIjOv1j"
X Link 2024-09-01T13:49Z [----] followers, 11.3K engagements
"Highlights From Yesterdays Presentation by Sky Harbour $SKYH At The Gateway Conference in San Francisco: Their objective is to reach fifty airports in the medium term and maintain a mid-teens stabilized yield on cost across all of their projects. There is a chronic undersupply of hangar space in the United States and the deficit is growing. The deficit is particularly acute for hangars with door heights 24ft. More than 50% of the planes added since the beginning of [----] have a tail height greater than 24ft. Yet most of the existing hangars were built when private jets were smaller and cannot"
X Link 2024-09-05T14:27Z [----] followers, 24.3K engagements
"Link to replay from the presentation by Sky Harbour $SKYH At The Gateway Conference in San Francisco:: https://wsw.com/webcast/gateway2/skyh/2186748 https://wsw.com/webcast/gateway2/skyh/2186748"
X Link 2024-09-05T14:27Z [----] followers, [----] engagements
"The yield on the bonds issued by Sky Harbour $SKYH continues to come down. Just in thelast week over $7.5m of transactions took place at between a 5% and a 5.03% yield. This is great news for theirupcoming bond issuance they have planned. To state the obvious issuingdebt at 5% and investing at unlevered returnsof 15%+ creates huge value. $SKYH is issuing long dated fixed rate debt at [---] - [---] basis points lower than the corporate debt markets because they are able to issue municipal bonds to fund their projects. Link to current trading information on Sky Harbour's bonds:"
X Link 2024-09-09T14:16Z [----] followers, [----] engagements
"@DheerajNam Thank you @DheerajNam Here is a link to the write-up on Sky Harbour (ticker: $SKYH). https://drive.google.com/file/d/1lGwYYGSWgfqKaWur0d5qPqd8xdBN1sEv/viewusp=drivesdk https://drive.google.com/file/d/1lGwYYGSWgfqKaWur0d5qPqd8xdBN1sEv/viewusp=drivesdk"
X Link 2024-09-09T23:05Z [----] followers, [---] engagements
"@J_Sull Thanks for posting this. I enjoyed the presentation. $SKYH is a fantastic business. Here is a good write-up on the company: https://drive.google.com/file/d/1lGwYYGSWgfqKaWur0d5qPqd8xdBN1sEv/view https://drive.google.com/file/d/1lGwYYGSWgfqKaWur0d5qPqd8xdBN1sEv/view"
X Link 2024-09-26T16:44Z [----] followers, [---] engagements
"Adri Rivero wrotea very well done write-up on Sky Harbour Group $SKYH. NUEVA TESIS: Sky Harbour ✈ $SKYH - Empresa de hangares para jets privados. - Sector con alta demanda y oferta limitada. - Potencial monopolio local. - Fundador con el 27% de acciones. - Clientes de alto patrimonio. Agradezco Like y RT👇👇 https://t.co/yytD9nWu9f https://t.co/sqGJUf4oU4 NUEVA TESIS: Sky Harbour ✈ $SKYH - Empresa de hangares para jets privados. - Sector con alta demanda y oferta limitada. - Potencial monopolio local. - Fundador con el 27% de acciones. - Clientes de alto patrimonio. Agradezco Like y RT👇👇"
X Link 2024-11-10T17:07Z [----] followers, [----] engagements
"The market is overlooking a significant piece of positive news from Sky Harbour $SKYH this past week. On December 19th $SKYH announced it signed a new ground lease for its 16th hangar campus at Trenton-Mercer airport (KTTN) in New Jersey: This announcement is a big deal because this one campus will create significant value for shareholders. This is yet another tier one airport for $SKYH. My data suggests that the fixed based operators (FBOs) at KTTN are currently charging tenants approximately $60 per Sq Ft annually. On the Q3 [----] conference call CEO Tal Keinan mentioned that $SKYH is able"
X Link 2024-12-21T17:35Z [----] followers, 17.5K engagements
"No it's not aggressive. I am assuming $4 in PSF property operating costs which is consistent with their four existing campuses. Management discusses this in their earnings calls and I discuss it in my write-up as well. Furthermore there are lots of examples of real estate with very high margins at the property level. Property level margins this high are not unprecedented"
X Link 2024-12-21T17:58Z [----] followers, [---] engagements
"Great questions @jackson_jo96163 I don't have any additional insights on the Camarillo acquisition at this time. I look forward to learning more about it during the next earnings call. It will be important to get further detail on the quality/specifications of this hangar complex the ground lease terms whether it comes with additional land $SKYH can build on etc. Also I don't know what the FBOs charge at this airport so I don't have a good feel for what $SKYH will be able to charge its tenants. I would not assume it's $100 per Sq FT. It's probably lower otherwise it would have sold for much"
X Link 2024-12-22T05:19Z [----] followers, [--] engagements
"@kingdomcapadv @themagicbakery Not sure who was saying that but the management team at $SKYH has been completely forthright that they will be issuing some shares in the short run to fund the equity component of the PAB issuances. Nothing here should surprise anyone who is following closely"
X Link 2024-12-30T05:58Z [----] followers, [---] engagements
"@themagicbakery This is an extremely misleading post. $BOC did not file to sell all it's shares in $SKYH. They are selling only $1m worth. Secondly when this $SKYH secondary was negotiated months ago the stock price was sub $10. Since then it has moved up significantly"
X Link 2024-12-30T06:02Z [----] followers, [---] engagements
"@always_invest Great observation @always_invest Looks like more capital was injected into $BOC's insurance segment (UCS) which I take as a positive sign that they expect continued growth for this segment"
X Link 2025-01-02T02:12Z [----] followers, [---] engagements
"I would like to speak to any investment managers that manage separately managed accounts through Interactive Brokers and charge performance fees. Please DM me"
X Link 2025-01-06T14:03Z [----] followers, [----] engagements
"Sky Harbour $SKYH founder and CEO Tal Keinan: its absolutely possible to have [--] campuses in the next 3-5 years Im not giving any spoilers but I think it might be possible to exceed that as well This is incredible"
X Link 2025-01-16T14:11Z [----] followers, [--] engagements
"@AlphaArkInvest You are correct. In the next [--] months $SKYH has four new facilities opening and they just made an acquisition of an already constructed hangar campus. Once fully leased this will lead to $27m+ of additional annual NOI:"
X Link 2025-01-22T09:00Z [----] followers, [---] engagements
"@Value_Europe I look forward to seeing your work on $SKYH"
X Link 2025-02-08T05:18Z [----] followers, [---] engagements
"Fantastic interview with Tal Keinan CEO of Sky Harbour Group $SKYH"
X Link 2025-03-04T12:00Z [----] followers, [--] engagements
"@Gubben89 Why do you think $SKYH is worth $20+"
X Link 2023-12-18T22:35Z [----] followers, [---] engagements
"@SebastianMaril $BUR Burford Capital"
X Link 2023-12-27T03:42Z [----] followers, [----] engagements
"@SebastianMaril $BUR Burford Capital"
X Link 2024-01-11T17:29Z [----] followers, [----] engagements
"$BUR Burford Capital Clearly pressure is mounting for the Milei Administration to address the $YPF judgment. Saravia Frias was Macri's General Counsel. In this article he said: - The chances of a successful appeal in the $YPF case are practically zero. - The consequences of lengthening the process can be severe for Argentina. Especially if Preska dictates a Pari Passu doctrine (which would force Argentina to pay Burford before paying back any non defaulted debt). - Argentina should stop insisting to the Judge they inherited a horrible economic situation. - Argentina will not be able to access"
X Link 2024-01-12T16:48Z [----] followers, 23.1K engagements
"Citizens Bancshares Corporation the holding company for Citizens Trust Bank is a publicly traded bank based in Atlanta Georgia. The ticker is $CZBS. Citizens 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. Theirannualreport will not be out until April but we can already see"
X Link 2024-03-10T20:43Z [----] followers, 40.4K engagements
"@chasesfish There is a lot you are missing. You need to take a look at the specifics of the ECIP program. $CZBS received $95.7m in ECIP preferred. The fair value of this liability is a fraction of face value which is how you get a much higher adjusted book value"
X Link 2024-03-11T01:26Z [----] followers, [---] engagements
"@chasesfish Again there is a lot you're missing. $CZBS is a very competent lender. They just received a substantial amount of ECIP preferred. It will take time to get that lent out because they are very careful loan underwriters"
X Link 2024-03-11T01:33Z [----] followers, [---] engagements
"@RealHerbHoover @vanckzhu @somehotelguy @DarkfireCapital @stoked_on_waves What's your thesis on $airt"
X Link 2024-03-11T15:28Z [----] followers, [---] engagements
"@tylersaysletsgo @slexander_coys This is incorrect. $CZBS did not make an acquisition in [----]. You must be thinking of a different bank"
X Link 2024-03-13T22:57Z [----] followers, [---] engagements
"Thanks for posting this I encourage everyone to give @joinyellowbrick a follow for interesting investment ideas. A few minor corrections to your summary: The market cap of $CZBS is $87 million (1786501 shares outstanding X $48.5). In the summary you have $100.9 million. The current P/E is 6x (in the summary you have 25x)"
X Link 2024-03-18T16:15Z [----] followers, [---] engagements
"An interesting snippet from the Value Investors Club write-up posted today on $BUR: "Burfords management was in Argentina recently meeting with senior Milei administration staff." For those who doubt that Argentina will pay Burford Capital $BUR: Source: Chiche Gelblung Interview with Javier Milei Cronica TV October [--] [----]. https://t.co/aFmyb4mvRE For those who doubt that Argentina will pay Burford Capital $BUR: Source: Chiche Gelblung Interview with Javier Milei Cronica TV October [--] [----]. https://t.co/aFmyb4mvRE"
X Link 2024-03-22T14:55Z [----] followers, 21K 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"
X Link 2024-03-26T01:59Z [----] 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"
X Link 2024-03-26T12:23Z [----] followers, [----] engagements
"@ParthenosCap Here are some thoughts on $CZBS that I recently posted: https://x.com/alexbossert/status/1766927911053844871t=TzSUdX45aTOWQszQsXYs6Q&s=19 Citizens Bancshares Corporation the holding company for Citizens Trust Bank is a publicly traded bank based in Atlanta Georgia. The ticker is $CZBS. Citizens is a well-managed bank with a shareholder-friendly and conservative management team. At the recent share price of $50 https://x.com/alexbossert/status/1766927911053844871t=TzSUdX45aTOWQszQsXYs6Q&s=19 Citizens Bancshares Corporation the holding company for Citizens Trust Bank is a publicly"
X Link 2024-03-26T12:28Z [----] followers, [---] engagements
"@HariSeldomRight Here are some thoughts on $CZBS that I recently posted: https://x.com/alexbossert/status/1766927911053844871t=TzSUdX45aTOWQszQsXYs6Q&s=19 Citizens Bancshares Corporation the holding company for Citizens Trust Bank is a publicly traded bank based in Atlanta Georgia. The ticker is $CZBS. Citizens is a well-managed bank with a shareholder-friendly and conservative management team. At the recent share price of $50 https://x.com/alexbossert/status/1766927911053844871t=TzSUdX45aTOWQszQsXYs6Q&s=19 Citizens Bancshares Corporation the holding company for Citizens Trust Bank is a"
X Link 2024-03-26T12:29Z [----] followers, [---] engagements
"I fully agree with my friend @Whit_Huguley thoughts on Citizens Bancshares $CZBS: "Citizens Bank should generate $15+m of net income per year going forward in a no growth scenario which represents a 20+% free cash flow to equity yield [--] P/E ratio. Additionally Citizens Bank still has over $100m of cash - more than their entire market cap - at their holding company creating an investment opportunity where even in the worst-case scenario it seems we would receive more than the current market cap." Enjoyed the River Oaks Capital H2 [----] Letter: h/t @Whit_Huguley https://t.co/DP3n5jscjJ"
X Link 2024-03-28T13:25Z [----] followers, 12.2K engagements
"Citizens Bancshares $CZBS is a well-managed bank with a shareholder-friendly and conservative management team. At the recent share price of $50 it is trading for less than six times its current earnings and just 70% of its adjusted tangible book value. Furthermore its EPS has the potential to grow meaningfully in the next several years driven by multiple tailwinds and significant share buybacks"
X Link 2024-03-28T19:59Z [----] followers, [----] engagements
"$BUR Burford Capital Burford Capital asks a US judge to give it control of Argentine state oil company YPF as part of its effort to collect on a $16 billion court judgment against the country https://t.co/H49hYN4TU2 Burford Capital asks a US judge to give it control of Argentine state oil company YPF as part of its effort to collect on a $16 billion court judgment against the country https://t.co/H49hYN4TU2"
X Link 2024-04-22T21:55Z [----] followers, [----] engagements
"The Ukraine aid bill that was just signed by Biden has the potential to be a windfall forSolitron Devices$SODI shareholders. For context the $1.7T omnibus spending bill signed by Biden back in December [----] authorized $11.9B to be spent on replenishing stockpilesof weapons sent to Ukraine. The [----] bill triggered $20M of incremental sales forSolitronwhich the company will begin shipping to later thisyear (or next year) and will last [--] years (i.e. $4M of incremental sales per year). The new Ukraine aid bill authorizes $13.4B to be spent on replenishing weapons already sent to Ukraine (13% more"
X Link 2024-04-24T17:17Z [----] 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 $24 million per year.One common misconception I've observed regarding Boston Omaha is the belief among people who only take a cursory look that the company is free cash flow negative. This misconception often stems from an analysis of the cash flow statement where "Cash From Operations" is reduced by all capital expenditures. However it's important to note that a significant portion of Boston Omaha's capital expenditure is growth-related not maintenance. While the precise definition of free cash flow can vary among investors only maintenance capital"
X Link 2025-08-28T20:07Z [----] followers, [----] engagements
"$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
"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
"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
"The near term outlook for the military programs that Solitron Devices $SODI supplies to is strong. In the near term production levels for the Advanced Medium-Range Air-to-Air Missile (AMRAAM) is slated to remain flat High Mobility Artillery Rocket System (HIMARS) production will grow by 100% and Standard Missile-6 (SM-6) production will grow by 140%. This will be a great tailwind for Solitron's sales over the next several years. Here is some good information on the production outlook for three of the military programs that I believe are most impactful for Solitron (via Perplexity AI):"
X Link 2024-06-12T14:46Z [----] followers, [----] engagements
"$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 $4m of sales annually for"
X Link 2025-01-18T12:53Z [----] followers, [----] engagements
"$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 $SODI's annual net income going forward. 🚨 "Last year we doubled AMRAAM production; we're doubling production again this year and we're going to continue to increase that production." -Raytheon CEO Phil Jasper Raytheon previously announced that the 1200/y MAX facilitization would be reached by the end of [----]. https://t.co/c9anoYU5gD 🚨 "Last year we doubled AMRAAM production; we're doubling production again this year and we're"
X Link 2025-05-07T14:06Z [----] followers, 12.1K engagements
"$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
"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
"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
"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
"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 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
"Depending on how you want to value the software business right now the overall valuation for $DJCO is anywhere from slightly cheap to slightly expensive. Valuing JTI at $TYL EV/Rev multiple implies fair value for $DJCO of $644 per share. I use Constellation's multiple as illustrative despite it having far more diversity in VMS and being a very different overall business it's probably something of a bear case for JTI. My best case base case uses an EV/Rev multiple of 4.5x which is very cheap if they sustain recent growth but is probably reasonable as a conservative best guess and implies that"
X Link 2026-02-10T18:35Z [----] 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
"🔥💯 See archives for full overview of what $SODI Solitron is and its history. So long solitron"
X Link 2026-02-06T23:28Z [----] followers, [----] engagements
"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
"RT @ohcapideas: $DJCO has done really well since late October - from $375/share to $565/share. Curiously even though shares have pulled"
X Link 2026-02-11T00:59Z [----] followers, [--] engagements
"$DJCO has done really well since late October - from $375/share to $565/share. Curiously even though shares have pulled back some from their highs they haven't really come under heavy selling pressure despite software being among the largest parts of its valuation. I think that's probably due to a combination of its small size having other drivers of value and starting off from an extremely cheap valuation last fall. $DJCO sold off a lot again today. Market cap is now roughly $500 million against a securities portfolio and cash net of deferred taxes and a small margin loan of more than $400"
X Link 2026-02-10T18:25Z [----] followers, [----] engagements
"$DJCO sold off a lot again today. Market cap is now roughly $500 million against a securities portfolio and cash net of deferred taxes and a small margin loan of more than $400 million some valuable real estate (which is more and more looking to be excess) and a software business that could easily be worth more than $400 million on its own. $DJCO has been trading oddly this morning and Friday. At around $400 per share the market cap is only about $560 million or so compared to securities and cash net of deferred taxes and the margin loan being very close to $400 million at the end of Q3."
X Link 2025-10-27T17:17Z [----] followers, 48.4K 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
"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
"Thanks for the look man. Heres my thesis: Their is a growing private hanger deficit in the U.S. and $SKYH has almost no competition if a competitor does enter the market then they are 3-5 years behind in terms of leasing and construction. They have been focusing on a growth strategy by pouring capital into pre-leasing and construction of new facilities expanding to [--] airports in the U.S. which has led to nonprofit to date. However in Q3 they showed a 78% revenue growth YoY and are poised to begin generating cash flow this year or early [----]. It is still early but my PT by [----] is $18-20. Not"
X Link 2026-02-03T15:55Z [----] 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
"New Post: The Agony of the Long Slog: Charlie Munger's Hidden Software Play $CSU.TO $CSU $DJCO https://open.substack.com/pub/csunerd/p/the-agony-of-the-long-slog-charlie https://open.substack.com/pub/csunerd/p/the-agony-of-the-long-slog-charlie"
X Link 2026-02-05T12:21Z [----] 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
"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
"RT @TreyHenninger: 13% yielding investments inside $SODI as an asset on the balance sheet"
X Link 2026-02-04T18:21Z [----] followers, [--] engagements
"13% yielding investments inside $SODI as an asset on the balance sheet. @ErikZeleny That is a royalty % on revenue earned by a small publicly traded asset manager. In the quarter Solitron earned $54000 which would be $216000 annualized versus the $1.65 million cost. @ErikZeleny That is a royalty % on revenue earned by a small publicly traded asset manager. In the quarter Solitron earned $54000 which would be $216000 annualized versus the $1.65 million cost"
X Link 2026-02-04T15:38Z 10.1K followers, [----] engagements
"@ErikZeleny That is a royalty % on revenue earned by a small publicly traded asset manager. In the quarter Solitron earned $54000 which would be $216000 annualized versus the $1.65 million cost"
X Link 2026-01-14T21:17Z 11.9K followers, [----] engagements
"$SODI Feb. [--] [----] /PRNewswire/ -- Raytheon an RTX (NYSE: RTX) business entered into five landmark framework agreements with the U.S. Department of War to significantly increase production capacity and speed deliveries of Land Attack and Maritime Strike variants of Tomahawk"
X Link 2026-02-04T17:03Z [--] followers, [----] engagements
"What a journey it has been for my first written up company. I certainly did not know what I was doing when I was 19yo but looks like good tailwinds good CEO and small good business with temporary non-operational issue that impacts valuation works. $SODI"
X Link 2026-02-04T16:00Z 10.6K 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
"I've owned a good chunk of this company for [--] years don't talk about it much but what tim and mark have accomplished is remarkable. I trust that if the company is sold it will be for a price that adequately reflects the value they have helped create. Thank you @eriksen_tim Solitron Devices $SODI Announces Exploration of Potential Merger or Sale Opportunities https://t.co/qEptBFMaj8 https://t.co/ngxP9lnbTB Solitron Devices $SODI Announces Exploration of Potential Merger or Sale Opportunities https://t.co/qEptBFMaj8 https://t.co/ngxP9lnbTB"
X Link 2026-02-04T04:56Z [----] followers, [----] engagements
"Solitron Devices $SODI Announces Exploration of Potential Merger or Sale Opportunities https://www.sec.gov/Archives/edgar/data/91668/000143774926002816/ex_915105.htm https://www.sec.gov/Archives/edgar/data/91668/000143774926002816/ex_915105.htm"
X Link 2026-02-03T21:33Z 11.9K followers, 15.9K 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
"Massive news out of $SODI. Solitron has received in-bound interest in an acquisition of the company. Price and terms unknown. Solitron Devices $SODI Announces Exploration of Potential Merger or Sale Opportunities https://t.co/qEptBFMaj8 https://t.co/ngxP9lnbTB Solitron Devices $SODI Announces Exploration of Potential Merger or Sale Opportunities https://t.co/qEptBFMaj8 https://t.co/ngxP9lnbTB"
X Link 2026-02-03T21:51Z 10.1K followers, [----] engagements
"Solitron Devices $SODI announces fiscal Q3 earnings and files 10Q. Revs $5.0M vs. $3.4M. EPS $0.31 vs $0.13. While taxes are shown no actual cash payment due to DTAs https://www.sec.gov/Archives/edgar/data/91668/000143774926001187/ex_904977.htm https://www.sec.gov/Archives/edgar/data/91668/000143774926001187/ex_904977.htm"
X Link 2026-01-13T21:21Z 11.9K followers, [----] engagements
"Oh wow $DJCO"
X Link 2026-01-12T13:16Z [----] followers, [----] engagements
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