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

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

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

- [--] Week [-----] -80%
- [--] Month [------] -83%
- [--] Months [-------] +220%
- [--] Year [-------] +175%

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

- [--] Week [--] +13%
- [--] Month [--] -29%
- [--] Months [---] +30%
- [--] Year [---] +92%

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

- [--] Week [------] +0.01%
- [--] Month [------] +1.80%
- [--] Months [------] +6.40%
- [--] Year [------] +12%

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

### Social Influence

**Social category influence**
[finance](/list/finance)  35.12% [cryptocurrencies](/list/cryptocurrencies)  12.68% [stocks](/list/stocks)  5.37% [technology brands](/list/technology-brands)  2.44% [celebrities](/list/celebrities)  0.98% [currencies](/list/currencies)  0.49%

**Social topic influence**
[$sodi](/topic/$sodi) #3, [$czbs](/topic/$czbs) 19.51%, [$endi](/topic/$endi) #1, [$pchm](/topic/$pchm) #1, [$fieb](/topic/$fieb) #1, [$prom](/topic/$prom) #40, [$pdrx](/topic/$pdrx) #1, [$roytl](/topic/$roytl) 8.78%, [dividend](/topic/dividend) 7.8%, [$mfbp](/topic/$mfbp) 6.83%

**Top accounts mentioned or mentioned by**
[@ron284ron](/creator/undefined) [@dirtcheapstocks](/creator/undefined) [@joinyellowbrick](/creator/undefined) [@dirtcheapbanks](/creator/undefined) [@timyanbankalert](/creator/undefined) [@nanocapper](/creator/undefined) [@alluvialcapital](/creator/undefined) [@oracleof90402](/creator/undefined) [@whithuguley](/creator/undefined) [@darkfirecapital](/creator/undefined) [@peternicholls](/creator/undefined) [@tiehackcapital](/creator/undefined) [@megannatsumi](/creator/undefined) [@buckorama1](/creator/undefined) [@erikzeleny](/creator/undefined) [@stocksoddball](/creator/undefined) [@retailsedge](/creator/undefined) [@thebankzhar](/creator/undefined) [@aureliusltd28](/creator/undefined) [@bkclaims](/creator/undefined)

**Top assets mentioned**
[Prom (PROM)](/topic/$prom) [Not Pixel (PX)](/topic/$px) [Microsoft Corp. (MSFT)](/topic/microsoft) [Alphabet Inc Class A (GOOGL)](/topic/$googl)
### Top Social Posts
Top posts by engagements in the last [--] hours

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


"Cedar Creek Partners Q2 investor letter released. Fund up 5.8% in Q2 15.1% YTD. $ENDI $SODI $PCHM $PHIG $PROM $FIEB $PDRX $ROYTL $PDRX https://www.eriksencapitalmgmt.com/investor-letters https://www.eriksencapitalmgmt.com/investor-letters"  
[X Link](https://x.com/anyuser/status/1948099675455893942)  2025-07-23T19:15Z 11.9K followers, 18.5K engagements


"Solitron Devices $SODI earnings out. Revenue up. Profit down due to one time stock comp costs. Bookings strong. AMRAAM order expected soon. https://www.sec.gov/Archives/edgar/data/91668/000143774925030859/ex_867466.htm https://www.sec.gov/Archives/edgar/data/91668/000143774925030859/ex_867466.htm"  
[X Link](https://x.com/eriksen_tim/status/1976741970933694515)  2025-10-10T20:09Z 11.9K followers, [----] engagements


"Solitron Devices $SODI announces fiscal Q3 bookings to date of $13.8 million versus $8 .0 million for last years full fiscal Q3. https://www.marketscreener.com/news/solitron-devices-inc-announces-fiscal-2026-third-quarter-to-date-bookings-of-13-8-million-ce7d5cdddb8af027 https://www.marketscreener.com/news/solitron-devices-inc-announces-fiscal-2026-third-quarter-to-date-bookings-of-13-8-million-ce7d5cdddb8af027"  
[X Link](https://x.com/anyuser/status/1986180726908461152)  2025-11-05T21:16Z 11.9K followers, 11.2K 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/eriksen_tim/status/2011186929279385615)  2026-01-13T21:21Z 11.9K 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/eriksen_tim/status/2018800092938174797)  2026-02-03T21:33Z 11.9K followers, 15.9K engagements


"$ENDI reported today. Operating margin up. EPS $0.28 for quarter. Net cash and investments $1.89 per share. That excludes other long term investments of $2.9M or $0.55 per share. Definitely time to factor growth into my valuation model. I have been too conservative. Love this comment in the filing https://www.otcmarkets.com/stock/ENDI/disclosure https://www.otcmarkets.com/stock/ENDI/disclosure"  
[X Link](https://x.com/anyuser/status/1857172875008213226)  2024-11-14T21:24Z 11.9K followers, [----] engagements


"@Megan_Natsumi I won't/can't specifically answer but I will say that I think liquidity events should happen within [--] years for $PDRX and $PHIG. $ENDI is growing at a nice rate. Event already happened for $PCHM and $FIEB. $ROYTL will likely drag on. $SODI can't comment due to being CEO"  
[X Link](https://x.com/eriksen_tim/status/1965477144710316098)  2025-09-09T18:07Z 11.9K followers, [----] engagements


"Endi Corp. $ENDI CrossingBridge subsidiary assets under management up to $4.2 billion versus $3.4 billion at beginning of the year (22% increase) and $4.0 billion at June [--]. Trades at 5-6x cash earnings net of cash"  
[X Link](https://x.com/anyuser/status/1967045258111557651)  2025-09-14T01:58Z 11.9K followers, [----] engagements


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


"Anyone else heading to $FMBL meeting today"  
[X Link](https://x.com/eriksen_tim/status/1968700127175901666)  2025-09-18T15:34Z 11.9K followers, [----] engagements


"Another great quarter for Endi $ENDI Adjusted EBITDA up 50+% YoY. Net cash/investments is $45M ($38.5M net of NCI) or $8.50 ($7.23) per share. Cash earnings $1.20 per share annually. Trading at 8x earnings net of cash. Revenue/EBITDA impacted by only counting 1/2 mgmt fee from RPHIX for next [--] yrs then increase 600k per qtr. https://twitter.com/i/web/status/1989385983775969724 https://twitter.com/i/web/status/1989385983775969724"  
[X Link](https://x.com/eriksen_tim/status/1989385983775969724)  2025-11-14T17:32Z 11.9K followers, [----] engagements


"Fund has been building a basket of community banks. Includes a tiny S&L conversion. PFS Bancorp $PFSB in IL. 20M mkt cap. Half of book. Just over [--] times earnings. Aggressive buyback. Buying back stock at 10x versus investing in 3% yielding securities is very accretive. https://www.otcmarkets.com/filing/htmlid=18974047&guid=MQ8-knKWhGX_B3h https://www.otcmarkets.com/filing/htmlid=18974047&guid=MQ8-knKWhGX_B3h"  
[X Link](https://x.com/eriksen_tim/status/1996358819019133202)  2025-12-03T23:20Z 11.9K followers, 11K engagements


"Federal Life Group $FLFG buyout at $15.25 per share. Another Cedar Creek expert market stock taken out. Crazy year. Unfortunately we were still building our position. https://www.otcmarkets.com/stock/FLFG/news/Federal-Life-Group-Announces-Short-Form-Mergerid=503935 https://www.otcmarkets.com/stock/FLFG/news/Federal-Life-Group-Announces-Short-Form-Mergerid=503935"  
[X Link](https://x.com/eriksen_tim/status/2000986185695682883)  2025-12-16T17:47Z 11.9K followers, [----] engagements


"ENDI Corp. $ENDI announces early cashless exercise of warrants. This will clean up income statement to better reflect earnings. No more warrant liability change where if the stock goes up they have a charge and vice versa. Warrant liability on Bal Sheet goes away. Equity increases as does share count. https://www.otcmarkets.com/stock/ENDI/news/ENDI-Corp-Announces-Early-Cashless-Exercise-of-Warrants-and-Amendment-to-Stockholders-Agreementid=505024 https://www.otcmarkets.com/stock/ENDI/news/ENDI-Corp-Announces-Early-Cashless-Exercise-of-Warrants-and-Amendment-to-Stockholders-Agreementid=505024"  
[X Link](https://x.com/eriksen_tim/status/2004602755147874533)  2025-12-26T17:18Z 11.9K followers, [----] engagements


"@dirtcheapbanks Doesn't that assume the whole yield curve moves on a fed rate cut The real issue isn't short term rates but 7-10 year rates"  
[X Link](https://x.com/eriksen_tim/status/2018403808737628254)  2026-02-02T19:19Z 11.9K followers, [----] engagements


"If anyone with deep pockets is looking to buy or add to JG Boswell $BWEL there is [----] shares on the ask at $520. I doubt that much size on the ask is normal"  
[X Link](https://x.com/eriksen_tim/status/1943755052155572377)  2025-07-11T19:31Z 11.9K followers, [----] engagements


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


"Great quarter for Skyline Bankshares $SLBK $0.79 versus $0.45 in prior year 4th qtr. and $0.73 in Q3. Trading at a bit over [--] times growing earnings. https://www.otcmarkets.com/stock/SLBK/news/Skyline-Bankshares-Inc-Announces-Fourth-Quarter-2025-Resultsid=508875 https://www.otcmarkets.com/stock/SLBK/news/Skyline-Bankshares-Inc-Announces-Fourth-Quarter-2025-Resultsid=508875"  
[X Link](https://x.com/eriksen_tim/status/2019144931550593527)  2026-02-04T20:24Z 11.9K followers, [----] engagements


"PharmChem $PCHM first quarter earnings have been released. Adjusted pre-tax income increased 18% https://www.otcmarkets.com/stock/PCHM/disclosure https://www.otcmarkets.com/stock/PCHM/disclosure"  
[X Link](https://x.com/anyuser/status/1920980666185117726)  2025-05-09T23:14Z 11.9K followers, [----] engagements


"PharmChem $PCHM being acquired for $3.75 per share. https://www.prnewswire.com/news-releases/pharmchem-inc-announces-acquisition-by-alcohol-monitoring-systems-inc-302509494.html https://www.prnewswire.com/news-releases/pharmchem-inc-announces-acquisition-by-alcohol-monitoring-systems-inc-302509494.html"  
[X Link](https://x.com/anyuser/status/1947283911702380771)  2025-07-21T13:13Z 11.9K followers, 39.4K 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/eriksen_tim/status/2011548240928559578)  2026-01-14T21:17Z 11.9K followers, [----] engagements


"A little late but here is Cedar Creek's [----] year end letter. $SODI $PCHM $NNUP $BMTX $PDRX $CMPD $CCUR $MGAG $PX $WCRS $DBMG. https://www.eriksencapitalmgmt.com/investor-letters https://www.eriksencapitalmgmt.com/investor-letters"  
[X Link](https://x.com/eriksen_tim/status/1488672282188779522)  2022-02-02T00:35Z 11.9K followers, [---] engagements


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


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


"Just realized I forgot one other element of CDFI support in Cedar Creeks Q3 letter. Free staff person. $MFBP currently has a CTO from Citi at no cost. Lots of tail winds. $CZBS $BFCC $CBOBA"  
[X Link](https://x.com/eriksen_tim/status/1585292367837294592)  2022-10-26T15:28Z 11.9K followers, [--] engagements


"More ECIP banks performing well based on call reports. $NMBF net income $3.3M versus $2.0M prior quarter Very illiquid. Bid $11 / ask $28. $CZBS $3.7M net versus $2.7M in prior quarter Roughly $1.85 in EPS or $7.40 annualized versus current price of $36. DYODD"  
[X Link](https://x.com/eriksen_tim/status/1620529130243772416)  2023-01-31T21:07Z 11.9K followers, [----] engagements


"Someone is selling a lot of $FIEB at $8 today. I took what I could. Not an ECIP bank. Korean bank outside Atlanta. Earnings were over $2.50 per share. Just paid $1 divy. Book is about $12.50. Expert market. Annual reports on their website. Call reports on otcmarkets"  
[X Link](https://x.com/anyuser/status/1630320465821728768)  2023-02-27T21:34Z 11.9K followers, [----] engagements


"@nanocapper @dirtcheapstocks conservative fair value is .20-.25 meaning the remaining .75-.80 is effectively attributable to the common shareholders"  
[X Link](https://x.com/eriksen_tim/status/1633145081904660481)  2023-03-07T16:38Z 11.9K followers, [---] engagements


"@nanocapper @dirtcheapstocks I think it relates to earnings. I didn't buy any $HRBK due to it being a poor performer historically and being too illiquid. As I recall their earnings in [--] and [--] were due to unusual items or grants. Then they lost money in Q3. Q4 was much better"  
[X Link](https://x.com/eriksen_tim/status/1633156586838585345)  2023-03-07T17:24Z 11.9K followers, [---] engagements


"@retails_edge I missed where it was stated they had Mt. Gox claims. I dont see that in the most recent financials"  
[X Link](https://x.com/eriksen_tim/status/1638570085207113728)  2023-03-22T15:55Z 11.9K followers, [---] engagements


"This a list of publicly traded ECIP banks $CZBS $MFBP $BFCC $UBAB $CBOBA. It also has an earnings model tab for my two favorites. I had hoped to do all of them but I have been too busy. https://docs.google.com/spreadsheets/d/1mUVN3ZE8mOKCorqFuDKoY4mbd9pVCHF84FCVSXeFuBk/editusp=sharing https://docs.google.com/spreadsheets/d/1mUVN3ZE8mOKCorqFuDKoY4mbd9pVCHF84FCVSXeFuBk/editusp=sharing"  
[X Link](https://x.com/anyuser/status/1645875110749048845)  2023-04-11T19:42Z 11.9K followers, 29.9K engagements


"Based on the objectives of the ECIP - I think there is a strong chance that the dividend deferral period is extended due to the current economic conditions. This would be very helpful for $CZBS $MFBP $UBAB $BFCC $CBOBA $NMBF $HRBK $SFDL $MNMB $BYFC $PCB 1/2"  
[X Link](https://x.com/eriksen_tim/status/1653471120748859393)  2023-05-02T18:46Z 11.9K followers, 13.4K engagements


"@alluvialcapital @oracleof90402 @Whit_Huguley @dirtcheapstocks From the numbers I like $BFCC over $SFDL. I would not include securities in liquidity at least not long dated ones. Their cash levels are quite low. Limited growth potential due to lowest equity to assets"  
[X Link](https://x.com/eriksen_tim/status/1654150142512046081)  2023-05-04T15:45Z 11.9K followers, [----] engagements


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


"@thebankzhar @oracleof90402 @Aureliusltd28 @alluvialcapital @dirtcheapstocks If this is true then why is $BNCC on your list"  
[X Link](https://x.com/eriksen_tim/status/1676400970249703425)  2023-07-05T01:21Z 11.9K followers, [---] engagements


"@bkclaims Wasnt he there before under Falcone I recall him offering to buy my $DBMG shares"  
[X Link](https://x.com/eriksen_tim/status/1683982061185679361)  2023-07-25T23:26Z 11.9K followers, [---] engagements


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


"@DrSichuan @ValueStalker @DarkfireCapital $MGAG mails to registered owners which often includes a letter. I am not a registered s/h. I can usually get the financials from the company. I don't think they maintain an email list of shareholders. [----] is not out yet"  
[X Link](https://x.com/eriksen_tim/status/1688667101651939328)  2023-08-07T21:43Z 11.9K followers, [---] engagements


"@DarkfireCapital Nope and I still believe $JANL doesn't fully understand that they cannot upstream NOLs and that they will have to buyout more $RBCN shareholders once they pass [--] years from initial purchase and then somehow have to put money and a business into $RBCN w/o violating Sec 382"  
[X Link](https://x.com/eriksen_tim/status/1689735819005935616)  2023-08-10T20:29Z 11.9K followers, [----] engagements


"$RBCN paying dividend of $1.10. I still dont think $JANL understands how NOL limitations work. Buying the rest of RBCN will not result in JANL gaining use of the NOLs. RBCN has to be the buyer. How will RBCN buy anything if it has no assets"  
[X Link](https://x.com/eriksen_tim/status/1709724965430346113)  2023-10-05T00:19Z 11.9K followers, 11.3K engagements


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


"@Ron284Ron Yet the numbers in the statement of changes in equity and cashflows from financing activities add up correctly. Strange"  
[X Link](https://x.com/eriksen_tim/status/1758543531763990987)  2024-02-16T17:27Z 11.9K followers, [---] engagements


"Cedar Creek Partners Q1 letter is out $SODI $PCHM $ROYTL $CZBS $ENDI $SKAS $PROM $PDRX https://www.eriksencapitalmgmt.com/investor-letters https://www.eriksencapitalmgmt.com/investor-letters"  
[X Link](https://x.com/anyuser/status/1787320529407647862)  2024-05-06T03:16Z 11.9K followers, 38.9K engagements


"$ENDI announces sale of Willow Oak. Should be accretive to ENDI based on WO losing $216k in [----]. ENDI retains 10% revenue share. https://www.otcmarkets.com/stock/ENDI/news/ENDI-Corp-Announces-Sale-of-Willow-Oak-Asset-Managementid=440548 https://www.otcmarkets.com/stock/ENDI/news/ENDI-Corp-Announces-Sale-of-Willow-Oak-Asset-Managementid=440548"  
[X Link](https://x.com/eriksen_tim/status/1790527947478307230)  2024-05-14T23:41Z 11.9K followers, [----] engagements


"$ENDI quarterly report is out. $0.08 in EPS. True earnings are better EPS reduced by warrant liability change of 372k and increased amortization of 271k. Cash EPS $0.14. I expect professional fees to decline in the future due to no longer being SEC registered. 1/2"  
[X Link](https://x.com/eriksen_tim/status/1791171794982011363)  2024-05-16T18:20Z 11.9K followers, [----] engagements


"$ENDI Item [--] of the quarterly report notes they repurchased [------] shares after the close of the quarter between $4.72 and $5.12 per share. 3.6% of shares outstanding"  
[X Link](https://x.com/eriksen_tim/status/1791171901873848348)  2024-05-16T18:20Z 11.9K followers, [----] engagements


"Looks like nice AUM growth at $ENDI. Per Google finance total AUM grew from [---] billion as of March [--] [----] to [---] billion at June [--] 2024"  
[X Link](https://x.com/eriksen_tim/status/1811779788987859339)  2024-07-12T15:08Z 11.9K followers, [----] engagements


"$SODI 10K filed. https://www.sec.gov/ixdoc=/Archives/edgar/data/0000091668/000165495424008904/sodi_10k.htm https://www.sec.gov/ixdoc=/Archives/edgar/data/0000091668/000165495424008904/sodi_10k.htm"  
[X Link](https://x.com/eriksen_tim/status/1811873628067365029)  2024-07-12T21:21Z 11.9K followers, [----] engagements


"Any ideas why $GLXZ is not trading closer to $3 Was it due to todays issues or uncertainty on timing"  
[X Link](https://x.com/eriksen_tim/status/1814440514760126832)  2024-07-19T23:21Z 11.9K followers, 11K engagements


"Cedar Creek Partners Q2 Letter released. Stocks mentioned $FIEB $MFBP $CZBS $SODI $PROM $PCHM $ENDI $LNF.TO $ROYTL $PDRX https://www.eriksencapitalmgmt.com/investor-letters https://www.eriksencapitalmgmt.com/investor-letters"  
[X Link](https://x.com/eriksen_tim/status/1818368284930265509)  2024-07-30T19:29Z 11.9K followers, 21.4K engagements


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


"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"  
[X Link](https://x.com/anyuser/status/1818488119378805050)  2024-07-31T03:25Z 11.9K followers, 10K engagements


"Nice quarter as I expected for $ENDI. Lots of unusual items to work through but adjusted EBITDA reflects the improvement. Compensation was a bit more than I expected. https://www.otcmarkets.com/otcapi/company/financial-report/409237/content https://www.otcmarkets.com/otcapi/company/financial-report/409237/content"  
[X Link](https://x.com/eriksen_tim/status/1823068201028313534)  2024-08-12T18:45Z 11.9K followers, [----] engagements


"$SODI announces fiscal first quarter results. https://www.accesswire.com/900276/solitron-devices-inc-announces-fiscal-2025-first-quarter-results https://www.accesswire.com/900276/solitron-devices-inc-announces-fiscal-2025-first-quarter-results"  
[X Link](https://x.com/eriksen_tim/status/1823450203573379101)  2024-08-13T20:03Z 11.9K followers, [----] engagements


"Anyone have $BSND financials for [----] and [----] that they can send me I heard they were down but I bought a few shares today"  
[X Link](https://x.com/eriksen_tim/status/1826648578158371112)  2024-08-22T15:52Z 11.9K followers, [----] engagements


"@joinyellowbrick @AtaiCapital @Whit_Huguley I think you have the wrong ticker. $CZBS not $CFG"  
[X Link](https://x.com/eriksen_tim/status/1828096669931757681)  2024-08-26T15:46Z 11.9K followers, [---] engagements


"$BUKS considering reverse stock split. From PRE 14A"  
[X Link](https://x.com/eriksen_tim/status/1832133847192060352)  2024-09-06T19:08Z 11.9K followers, [----] engagements


"Enjoying some AAA baseball. Rochester $RCCB at Indianapolis (used to trade [--] years ago)"  
[X Link](https://x.com/eriksen_tim/status/1833641401239658831)  2024-09-10T22:59Z 11.9K followers, [----] engagements


"Updated ECIP bank spreadsheet except for a few expert mkt stocks and $CBOBA. $CZBS $UBAB $BFCC $MNMB $SFDL $PCB $BYFC $PDLB https://docs.google.com/spreadsheets/d/1hQ8vDA_9CeqPiccN_m0QJhWTwnN_NC5hxXnxJ-ZwVto/editgid=0#gid=0 https://docs.google.com/spreadsheets/d/1hQ8vDA_9CeqPiccN_m0QJhWTwnN_NC5hxXnxJ-ZwVto/editgid=0#gid=0"  
[X Link](https://x.com/anyuser/status/1834644960177774664)  2024-09-13T17:26Z 11.9K followers, 10.1K engagements


"$SODI fiscal second quarter results https://www.globenewswire.com/news-release/2024/10/15/2963622/0/en/Solitron-Devices-Inc-Announces-Fiscal-2025-Second-Quarter-Results.html https://www.globenewswire.com/news-release/2024/10/15/2963622/0/en/Solitron-Devices-Inc-Announces-Fiscal-2025-Second-Quarter-Results.html"  
[X Link](https://x.com/eriksen_tim/status/1846294664145785028)  2024-10-15T20:58Z 11.9K followers, [----] engagements


"Another excellent month for $ENDI. I use Google Finance to update assets under management (AUM) each month for all their mutual funds. Looks like a roughly $100M increase or 3% growth in AUM in October versus September. $CBLDX up 30M. $RSIIX up 35M. $NRDCX new fund at 21M"  
[X Link](https://x.com/eriksen_tim/status/1854583076686643291)  2024-11-07T17:53Z 11.9K followers, [----] engagements


"$ENDI Cash EPS has risen rapidly. Q1 '23 $0.02 Q2 '23 $0.04 Q3 '23 $0.10 Q4 '23 $0.16 Q1 '24 $0.14 Q2 '24 $0.16 Q3 '24 $0.29 My valuation model was [--] to 10x annual cash EPS plus net cash. That assumed little to no growth. Current AUM is $3.3 billion up 20% in last six months (9/2024 vs. 3/2024). Using 12x gives a current value of $16 and likely $18 at year end assuming continued growth. That may still be too conservative. https://twitter.com/i/web/status/1861150749079806139 https://twitter.com/i/web/status/1861150749079806139"  
[X Link](https://x.com/eriksen_tim/status/1861150749079806139)  2024-11-25T20:51Z 11.9K followers, [----] engagements


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


"$SODI announces Q3 results and files 10-Q https://www.globenewswire.com/news-release/2025/01/14/3009571/0/en/Solitron-Devices-Inc-Announces-Fiscal-2025-Third-Quarter-Results.html https://www.globenewswire.com/news-release/2025/01/14/3009571/0/en/Solitron-Devices-Inc-Announces-Fiscal-2025-Third-Quarter-Results.html"  
[X Link](https://x.com/eriksen_tim/status/1879228751973916923)  2025-01-14T18:07Z 11.9K followers, [----] engagements


"First IC $FIEB call report out. It trades expert market. Earned 6.2M for quarter and 24.7M for year ( $2.70 per share). Paid $1 annual div this month. Bid $9.95 ask $12.05. 5% position in my fund. Cost basis $6.70 per share in [----] and received two $1 dividends"  
[X Link](https://x.com/anyuser/status/1885013571270304125)  2025-01-30T17:13Z 11.9K followers, [----] engagements


"$CZBS call report out. Looks solid. I calculate [----] million of net income versus [----] in the prior quarter call report. [-----] million for the year. They do have holding company expenses and the preferred dividend expense is at the hold co as well. Good deposit growth"  
[X Link](https://x.com/anyuser/status/1885349472047423704)  2025-01-31T15:28Z 11.9K followers, [----] engagements


"@vollbrecht74867 @ThereWillBeQE Do you think the other ECIP banks are erring $UBAB $CZBS $BFCC $PCB $PDLB all bought back stock. $MFBP has sat on the money. Why do you assume they understand Why is increasing the div okay but buying back stock with the same dollars bad"  
[X Link](https://x.com/eriksen_tim/status/1889396590538007023)  2025-02-11T19:30Z 11.9K followers, [---] engagements


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


"Citizens Bancshares $CZBS increased its annual dividend from $1.00 to $1.10 per share. Record date 3/10/25. Payable 3/34/25. They are doing all the right things Hopefully this year they find the right acquisition at the right price"  
[X Link](https://x.com/anyuser/status/1897666778014113966)  2025-03-06T15:13Z 11.9K followers, [----] engagements


"@Pokeyd90 @TimyanBankAlert I dont think it was deal leakage. I think it was someone reading my fund letter. A large seller showed up a couple of times when often there were no shares at the ask"  
[X Link](https://x.com/eriksen_tim/status/1901632283993354645)  2025-03-17T13:50Z 11.9K followers, [---] engagements


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


"Congratulations Keep up the good work for $ENDI shareholders Lipper names CrossingBridge Advisors Named Best Fixed Income Small Fund Family Group in US Press Release: https://t.co/2lVDc9V8I3 #FixedIncome #Bonds #HighYield #MutualFunds #ETFs #UCITs Lipper names CrossingBridge Advisors Named Best Fixed Income Small Fund Family Group in US Press Release: https://t.co/2lVDc9V8I3 #FixedIncome #Bonds #HighYield #MutualFunds #ETFs #UCITs"  
[X Link](https://x.com/eriksen_tim/status/1902074718712213726)  2025-03-18T19:08Z 11.9K followers, [----] engagements


"Endi Corp $ENDI assets under management increased from $3.6 billion at the end of February to $3.8 billion at the end of March. Began the year at $3.44 billion. From their website"  
[X Link](https://x.com/eriksen_tim/status/1907840887083991140)  2025-04-03T17:01Z 11.9K followers, [----] engagements


"$ENDI Announces Cash Investment in its CrossingBridge subsidiary. Gives CrossingBridge $25.9M of capital and shows value of CrossingBridge is greater than current market price of ENDI. https://www.otcmarkets.com/otcapi/company/dns/news/document/81281/content https://www.otcmarkets.com/otcapi/company/dns/news/document/81281/content"  
[X Link](https://x.com/eriksen_tim/status/1909752965000544509)  2025-04-08T23:39Z 11.9K followers, 10.1K engagements


"Annual meeting trip with my son who works for me. First stop Kansas City today for Tower Properties $TPRP. Tomorrow Philadelphia for Pardee Resources $PDER. We were the only non-management shareholders at TPRP"  
[X Link](https://x.com/anyuser/status/1922697952285319349)  2025-05-14T16:58Z 11.9K followers, [----] engagements


"$ENDI completed sale of 25% of CrossingBridge. Last paragraph notes that it allows ENDI to purchase the mgmt contract of RiverPark Short Term High Yield fund. This will increase revenue by $2-2.5 million. Cost is $950k upfront and [--] months of revenue payments. Great deal for ENDI. https://www.otcmarkets.com/stock/ENDI/news/ENDI-Corp-Announces-Second-Closing-of-Cash-Investment-in-Subsidiary-CrossingBridge-Advisors-LLC-From-Third-Party-Purchasid=481593"  
[X Link](https://x.com/eriksen_tim/status/1929895744649195694)  2025-06-03T13:39Z 11.9K followers, [----] engagements


"@blondesnmoney @colarion @Ourbank I don't think there are options. The $SLRK [----] A/R says no options but there is stock purchase program with the CEO. I am confident they would get sued if they issue stock at current prices"  
[X Link](https://x.com/eriksen_tim/status/1945543379976425511)  2025-07-16T17:57Z 11.9K followers, [---] engagements


"@PeterNicholls I did in order to buy more $PHIG. The problem of more ideas than available cash you have to make these kind of decisions. Good news is I know $CZBS bought back [-----] shares. I expect I will re-enter eventually. $MFBP ran up after I sold so maybe that happens again"  
[X Link](https://x.com/eriksen_tim/status/1948154801969299760)  2025-07-23T22:54Z 11.9K followers, [----] engagements


"Great quarter but I think $MUEL goofed their financials. $11629000 of earnings divided by [------] shares is $12.50 per share not $17.80. It looks like they somehow included March EPS and June EPS in the June EPS number. The six months number also seems to have March EPS counted twice. https://twitter.com/i/web/status/1948862863407546377 https://twitter.com/i/web/status/1948862863407546377"  
[X Link](https://x.com/eriksen_tim/status/1948862863407546377)  2025-07-25T21:48Z 11.9K followers, [----] engagements


"$ENDI CrossingBridge subsidiary assets under management up to $4.1 billion versus $3.4 billion at beginning of the year and $4.0 billion at June 30"  
[X Link](https://x.com/eriksen_tim/status/1953139987236761789)  2025-08-06T17:03Z 11.9K followers, [----] engagements


"Not sure how I feel about Gabelli controlled Teton Advisors $TETAA. Recently sold Keeley funds to Gamco $GAMI (related entity) for minimum of $11.5 million payable over [--] years ($5.5 million upfront per GAMI filing). Teton had $22.3 million of cash ($13.78 per share) and $2.9 million of securities ($1.79 per share) as of 3/31/25. If we add $5.5M that is another $3.40 per share for a total of $18.97 per share and no debt versus $14.80 share price with another $6M coming in next five years ($3.50 ish per share). What will they do with the cash"  
[X Link](https://x.com/eriksen_tim/status/1954998298215112796)  2025-08-11T20:08Z 11.9K followers, [----] engagements


"@Bonhoeffer_KDS There isnt. $ENDI is well managed and growing. $TETAA is just a discount to cash play that needs to figure things out"  
[X Link](https://x.com/eriksen_tim/status/1955085843632361681)  2025-08-12T01:56Z 11.9K followers, [---] engagements


"$ENDI reported this morning. Lots of moving parts as expected. Reported EPS is meaningless due to warrant market to market and one time transaction fees. Adjusted EBITDA a number I usually hate is very helpful - nearly double the prior year and up over 30% from prior quarter. https://twitter.com/i/web/status/1956016456568856613 https://twitter.com/i/web/status/1956016456568856613"  
[X Link](https://x.com/eriksen_tim/status/1956016456568856613)  2025-08-14T15:33Z 11.9K followers, [----] engagements


"@kingdomcapadv @Ron284Ron Is the one sentence synopsis that $RBCN is basically 90% of current $JANL except no longer paying income taxes"  
[X Link](https://x.com/eriksen_tim/status/1958528608806338888)  2025-08-21T13:56Z 11.9K followers, [---] engagements


"@Ron284Ron Im at the $BWEL annual meeting today. Loss attributed to low market prices. Inventory written down by [----] million due to lower of cost or market requirement"  
[X Link](https://x.com/eriksen_tim/status/1981051441243685073)  2025-10-22T17:34Z 11.9K followers, [---] engagements


"Question for those who have invested in mutual conversions. At what stage do you usually generate the greatest returns a) IPO/initial pop going public b) Yr [--] as it begins to trade c) Yr [--] when it can start repurchasing shares d) Yr [--] when it can accelerate share repurchases e) Execution years f) Buyout"  
[X Link](https://x.com/eriksen_tim/status/1988346876392051060)  2025-11-11T20:43Z 11.9K followers, [----] engagements


"@PeterNicholls Didn't say it was or wasn't. Although $CZBS needs to actually buyback shares. It is not hard to do open market purchases. After looking at and buying some conversions it led me back to buying ECIP banks as part of the basket"  
[X Link](https://x.com/eriksen_tim/status/1996362651136639045)  2025-12-03T23:35Z 11.9K followers, [---] engagements


"@Vegas_Jack Interesting. $BWEL is going through a rough patch with tomatoes and cotton right now but the pistachios are supposed to crank up in the coming years. I only own a tracking position"  
[X Link](https://x.com/eriksen_tim/status/1996423379734405394)  2025-12-04T03:36Z 11.9K followers, [---] engagements


"@backwaterinvest Yes I have. $GTPS is cheap less liquid so I passed. $BHDB my initial reaction was concern based on name and mission. $BKUTK is a whole other can of worms with that family controlling it. There are so many cheap names in the space"  
[X Link](https://x.com/eriksen_tim/status/1996606902197981540)  2025-12-04T15:45Z 11.9K followers, [---] engagements


"Apologies to whoever is trying to buy this today but Fund .com $FNDM (expert market) is showing a $8.99 per share divy. Seems like they got everything resolved. That has been one crazy story"  
[X Link](https://x.com/eriksen_tim/status/1998088882316103955)  2025-12-08T17:54Z 11.9K followers, [----] engagements


"Magnolia Bancorp $MGNO is a recent mutual conversion that today announced a small share repurchase authorization. Does it make sense for an unprofitable bank to buyback shares While it is accretive to book its dilutive to earnings. Shouldn't that matter more"  
[X Link](https://x.com/eriksen_tim/status/1998458171631763657)  2025-12-09T18:22Z 11.9K followers, [----] engagements


"@TimyanBankAlert How are we supposed to view this Wouldn't nominating Joey had to have Quagliano's blessing So how independent can he be The way they are treating the purchase offer is unusual"  
[X Link](https://x.com/eriksen_tim/status/1999589381708087477)  2025-12-12T21:17Z 11.9K followers, [----] engagements


"Acorn Energy $ACFN Im not a current shareholder. While todays news is positive it is also a bit concerning that they have to partner and thus get half their normal margins in order to get this growth versus growing organically (which was everyones original thesis)"  
[X Link](https://x.com/eriksen_tim/status/2008296239797072357)  2026-01-05T21:55Z 11.9K followers, [----] engagements


"@dirtcheapbanks $PFSB and $SBMW have good profits and are trading well below book"  
[X Link](https://x.com/eriksen_tim/status/2016944252157104547)  2026-01-29T18:39Z 11.9K followers, [----] engagements


"@TiehackCapital Announced quarterly $0.035 per share dividend today https://www.otcmarkets.com/stock/TAIT/news/Taitron-Announces-Quarterly-Cash-Dividendid=508748 https://www.otcmarkets.com/stock/TAIT/news/Taitron-Announces-Quarterly-Cash-Dividendid=508748"  
[X Link](https://x.com/eriksen_tim/status/2017375599220666689)  2026-01-30T23:13Z 11.9K followers, [---] engagements


"@dirtcheapbanks Now you made me look up convexity. 😀 Seems to be a win/win. If short term rates come down and long do not the bank's net interest margin expands. If short come down and long come down margins are flat but AOCI is greatly reduced. Also likely get increased loan activity"  
[X Link](https://x.com/eriksen_tim/status/2018408810998862026)  2026-02-02T19:38Z 11.9K followers, [---] engagements


"$SODI Solitron Devices Inc. Announces Fiscal [----] Fourth Quarter and Fiscal Year Results 10-K should be out tomorrow or Monday. https://www.accesswire.com/viewarticle.aspxid=887983 https://www.accesswire.com/viewarticle.aspxid=887983"  
[X Link](https://x.com/anyuser/status/1811521659217785218)  2024-07-11T22:03Z 11.9K followers, [----] engagements


"Here is a link to my MicroCap Leadership Summit presentation on my investment philosophy/approach and then a bit on Solitron $SODI. I should have spent more time on the slides. My apologies up front for that. https://www.youtube.com/watchv=rkPFuuVYjLU&t=2019s https://www.youtube.com/watchv=rkPFuuVYjLU&t=2019s"  
[X Link](https://x.com/anyuser/status/1823819446689092066)  2024-08-14T20:30Z 11.9K followers, [----] engagements


"Cedar Creek Partners Q3 Letter is out. Expert market giveth expert market taketh away. Long term it is a great place to fish $PROM $ROYTL $SODI $CZBS $ENDI $PCHM $PDRX $FIEB https://www.eriksencapitalmgmt.com/investor-letters https://www.eriksencapitalmgmt.com/investor-letters"  
[X Link](https://x.com/anyuser/status/1849275942772072733)  2024-10-24T02:25Z 11.9K followers, 17.8K engagements


"Cedar Creek Partners [----] year end letter is out. Fund underperformed in [----] but we think we are well positioned in attractive securities. $PCHM $SODI $CZBS $PROM $ENDI $FIEB $ROYTL $WCRS $PDER $PDRX https://www.eriksencapitalmgmt.com/investor-letters https://www.eriksencapitalmgmt.com/investor-letters"  
[X Link](https://x.com/anyuser/status/1889022174683676835)  2025-02-10T18:42Z 11.9K followers, 28.3K engagements


"Solitron $SODI filed an 8-K after close regarding fiscal Q4 bookings and preliminary results. Great bookings and backlog. Soft Q4 revenue small loss"  
[X Link](https://x.com/eriksen_tim/status/1908251911838695909)  2025-04-04T20:14Z 11.9K followers, [----] engagements


"Cedar Creek Partners Q1 [----] Letter released. 8.7% net in the quarter due to expert market stocks. $PROM $SODI $PCHM $CZBS $FIEB $WCRS $EVRC $SLBK https://www.eriksencapitalmgmt.com/investor-letters https://www.eriksencapitalmgmt.com/investor-letters"  
[X Link](https://x.com/anyuser/status/1912241851073196243)  2025-04-15T20:29Z 11.9K followers, 16.2K engagements


"Solitron Devices $SODI fiscal first quarter results released. Soft quarter as we had said in prior releases. Backlog is strong. Expect revenue to increase during this quarter and be steady in third quarter. Details on CBE investment. https://www.otcmarkets.com/stock/SODI/news/Solitron-Devices-Inc-Announces-Fiscal-2026-First-Quarter-Resultse&id=3274505 https://www.otcmarkets.com/stock/SODI/news/Solitron-Devices-Inc-Announces-Fiscal-2026-First-Quarter-Resultse&id=3274505"  
[X Link](https://x.com/anyuser/status/1943770134541480269)  2025-07-11T20:31Z 11.9K followers, [----] engagements


"In case you need a room for Berkshire $BRK meeting. The Hilton across the street is only $5680 per night"  
[X Link](https://x.com/anyuser/status/1904988787127758975)  2025-03-26T20:08Z 11.9K followers, 56.3K engagements


"Cedar Creek Partners Q2 [----] Letter released. Incredible opportunity in Propel Media $PROM. Updates on $SODI $CZBS $MFBP $ROYTL $PDRX https://www.eriksencapitalmgmt.com/investor-letters https://www.eriksencapitalmgmt.com/investor-letters"  
[X Link](https://x.com/anyuser/status/1682471936549621760)  2023-07-21T19:25Z 11.9K followers, 64.1K engagements


"The [----] $MSFT annual report (June year end) shows $1.56 in EPS. $5.46 per share book value and $4.02 per share in cash. The $16-$19 offering range for the IPO was just under 10x earnings net of cash for a company growing 30-40% annually. March [--] 1986: Microsoft goes public. Closes at $26 per share. Gates ends day worth $200 million. March [--] 2020: Bill Gates steps down from Microsoft board. Gates worth around $100 Billion. https://t.co/g5EQE1nz8s March [--] 1986: Microsoft goes public. Closes at $26 per share. Gates ends day worth $200 million. March [--] 2020: Bill Gates steps down from"  
[X Link](https://x.com/anyuser/status/1238613832768950272)  2020-03-13T23:52Z 11.9K followers, [---] engagements


"March [--] 1986: Microsoft goes public. Closes at $26 per share. Gates ends day worth $200 million. March [--] 2020: Bill Gates steps down from Microsoft board. Gates worth around $100 Billion"  
[X Link](https://x.com/anyuser/status/1238579476302364683)  2020-03-13T21:35Z 1.9M followers, [----] engagements


"Tied my personal record of smallest shareholder meeting I have attended - one. Only CEO and I in person plus three directors on remote who dropped after official portion. Microcaps"  
[X Link](https://x.com/anyuser/status/1485689203732144129)  2022-01-24T19:01Z 11.9K followers, [---] engagements


"Cedar Creek Partners [----] year end letter is out. Fund underperformed in [----] but we think we are well positioned in attractive securities. $PCHM $SODI $CZBS $PROM $ENDI $FIEB $ROYTL $WCRS $PDER $PDRX https://www.eriksencapitalmgmt.com/investor-letters https://www.eriksencapitalmgmt.com/investor-letters"  
[X Link](https://x.com/anyuser/status/1889022174683676835)  2025-02-10T18:42Z 11.9K followers, 28.3K engagements


"I came across this risk factor. Not one I had ever seen before"  
[X Link](https://x.com/anyuser/status/1826641193834610888)  2024-08-22T15:22Z 11.9K followers, 27K engagements


"$TTSH Tile Shop Holdings filing today has one of the best resignation letters by a director I have seen"  
[X Link](https://x.com/anyuser/status/1230272842685509634)  2020-02-19T23:27Z 11.9K followers, [---] engagements


"Cedar Creek Partners Q1 letter is out $SODI $PCHM $ROYTL $CZBS $ENDI $SKAS $PROM $PDRX https://www.eriksencapitalmgmt.com/investor-letters https://www.eriksencapitalmgmt.com/investor-letters"  
[X Link](https://x.com/anyuser/status/1787320529407647862)  2024-05-06T03:16Z 11.9K followers, 38.9K engagements


"Cedar Creek's [----] year end letter is out $SODI $PROM $PCHM $CZBS $UBAB $PDRX $SKAS $ROYTL https://www.eriksencapitalmgmt.com/investor-letters https://www.eriksencapitalmgmt.com/investor-letters"  
[X Link](https://x.com/anyuser/status/1749590655410885055)  2024-01-23T00:31Z 11.9K followers, 20.1K engagements


"A little late but here is Cedar Creek's [----] year end letter. $SODI $PCHM $NNUP $BMTX $PDRX $CMPD $CCUR $MGAG $PX $WCRS $DBMG. https://www.eriksencapitalmgmt.com/investor-letters https://www.eriksencapitalmgmt.com/investor-letters"  
[X Link](https://x.com/eriksen_tim/status/1488672282188779522)  2022-02-02T00:35Z 11.9K followers, [---] engagements


"Cedar Creek Partners Q3 Letter is out. Expert market giveth expert market taketh away. Long term it is a great place to fish $PROM $ROYTL $SODI $CZBS $ENDI $PCHM $PDRX $FIEB https://www.eriksencapitalmgmt.com/investor-letters https://www.eriksencapitalmgmt.com/investor-letters"  
[X Link](https://x.com/anyuser/status/1849275942772072733)  2024-10-24T02:25Z 11.9K followers, 17.8K engagements


"Cedar Creek Partners Q3 letter released. Q3 12.5% YTD 16.7% net of fees and expenses. $PROM $SODI $PCHM $PDRX $CZBS https://www.eriksencapitalmgmt.com/investor-letters https://www.eriksencapitalmgmt.com/investor-letters"  
[X Link](https://x.com/anyuser/status/1716252228187771006)  2023-10-23T00:36Z 11.9K followers, 32K engagements


"Ever had a stock you own get bought out Oftentimes the deal has a few months until close and the price is near the deal price. Why hold it The upside is limited right Here is why holding on to the end in a buyout can be beneficial. 1/7"  
[X Link](https://x.com/anyuser/status/1757145030744289645)  2024-02-12T20:49Z 11.9K followers, 50.8K engagements


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


"Cedar Creek Partners Q1 [----] Letter released. 8.7% net in the quarter due to expert market stocks. $PROM $SODI $PCHM $CZBS $FIEB $WCRS $EVRC $SLBK https://www.eriksencapitalmgmt.com/investor-letters https://www.eriksencapitalmgmt.com/investor-letters"  
[X Link](https://x.com/anyuser/status/1912241851073196243)  2025-04-15T20:29Z 11.9K followers, 16.2K engagements


"Cedar Creek Partners Q2 investor letter released. Fund up 5.8% in Q2 15.1% YTD. $ENDI $SODI $PCHM $PHIG $PROM $FIEB $PDRX $ROYTL $PDRX https://www.eriksencapitalmgmt.com/investor-letters https://www.eriksencapitalmgmt.com/investor-letters"  
[X Link](https://x.com/anyuser/status/1948099675455893942)  2025-07-23T19:15Z 11.9K followers, 18.5K engagements


"Cedar Creek Partners Q2 Letter released. Stocks mentioned $FIEB $MFBP $CZBS $SODI $PROM $PCHM $ENDI $LNF.TO $ROYTL $PDRX https://www.eriksencapitalmgmt.com/investor-letters https://www.eriksencapitalmgmt.com/investor-letters"  
[X Link](https://x.com/eriksen_tim/status/1818368284930265509)  2024-07-30T19:29Z 11.9K followers, 21.4K engagements


"Here is a link to my MicroCap Leadership Summit presentation on my investment philosophy/approach and then a bit on Solitron $SODI. I should have spent more time on the slides. My apologies up front for that. https://www.youtube.com/watchv=rkPFuuVYjLU&t=2019s https://www.youtube.com/watchv=rkPFuuVYjLU&t=2019s"  
[X Link](https://x.com/anyuser/status/1823819446689092066)  2024-08-14T20:30Z 11.9K followers, [----] engagements


"PharmChem $PCHM being acquired for $3.75 per share. https://www.prnewswire.com/news-releases/pharmchem-inc-announces-acquisition-by-alcohol-monitoring-systems-inc-302509494.html https://www.prnewswire.com/news-releases/pharmchem-inc-announces-acquisition-by-alcohol-monitoring-systems-inc-302509494.html"  
[X Link](https://x.com/anyuser/status/1947283911702380771)  2025-07-21T13:13Z 11.9K followers, 39.4K engagements


"$SKAS reported today. market $6.90. Cash per share of $7.81. [--] month earnings $1.81 per share. Not reflective of business since 212k bad debt recovery and looks like no 30% rev fee to NYC during Q3. I estimate fwd earnings of $1.75. 20% of that is interest income. Cheap"  
[X Link](https://x.com/anyuser/status/1726773025477890214)  2023-11-21T01:22Z 11.9K followers, 27K engagements


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


"This a list of publicly traded ECIP banks $CZBS $MFBP $BFCC $UBAB $CBOBA. It also has an earnings model tab for my two favorites. I had hoped to do all of them but I have been too busy. https://docs.google.com/spreadsheets/d/1mUVN3ZE8mOKCorqFuDKoY4mbd9pVCHF84FCVSXeFuBk/editusp=sharing https://docs.google.com/spreadsheets/d/1mUVN3ZE8mOKCorqFuDKoY4mbd9pVCHF84FCVSXeFuBk/editusp=sharing"  
[X Link](https://x.com/anyuser/status/1645875110749048845)  2023-04-11T19:42Z 11.9K followers, 29.9K engagements


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


"$TSRI to be acquired for $13.40 per share. Congratulations to everyone for their hard work. https://finance.yahoo.com/news/tsr-inc-acquired-founder-bcforward-213200737.html https://finance.yahoo.com/news/tsr-inc-acquired-founder-bcforward-213200737.html"  
[X Link](https://x.com/anyuser/status/1790865490392567967)  2024-05-15T22:03Z 11.9K followers, 12.7K engagements


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


"$FCNCA up $300 today to $2230 per share. That puts the value of $SBNC's ownership of FCNCA at $6200 per share of $SBNC. If we assume 20% tax that is still nearly $5k per SBNC share. The SBNC stub is valued at $1700 per share ($6700 market price less the FCNCA holdings) and has annual earnings of $575. So 3x earnings net of the FCNCA holdings"  
[X Link](https://x.com/anyuser/status/1854232993558343785)  2024-11-06T18:42Z 11.9K followers, [----] engagements


"Excited to be joining the board of Paragon Technologies $PGNT. via @OTCMarkets https://www.otcmarkets.com/stock/PGNT/news/Paragon-Technologies-Appoints-Three-New-Independent-Directorsid=463046 https://www.otcmarkets.com/stock/PGNT/news/Paragon-Technologies-Appoints-Three-New-Independent-Directorsid=463046"  
[X Link](https://x.com/anyuser/status/1870344785514676537)  2024-12-21T05:45Z 11.9K followers, [----] engagements


"Learned last night that sitting on your kitchen counter can be a bad idea"  
[X Link](https://x.com/anyuser/status/1546155766842679296)  2022-07-10T15:33Z 11.9K followers, [--] engagements


"Updated ECIP bank spreadsheet except for a few expert mkt stocks and $CBOBA. $CZBS $UBAB $BFCC $MNMB $SFDL $PCB $BYFC $PDLB https://docs.google.com/spreadsheets/d/1hQ8vDA_9CeqPiccN_m0QJhWTwnN_NC5hxXnxJ-ZwVto/editgid=0#gid=0 https://docs.google.com/spreadsheets/d/1hQ8vDA_9CeqPiccN_m0QJhWTwnN_NC5hxXnxJ-ZwVto/editgid=0#gid=0"  
[X Link](https://x.com/anyuser/status/1834644960177774664)  2024-09-13T17:26Z 11.9K followers, 10.1K engagements


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


"While still working on my Q1 [----] fund letter I have posted an overview (presentation) of my firm and fund. It provides the rationale for a micro cap value approach with three areas of focus: expert market controls and general undervalued securities. https://www.eriksencapitalmgmt.com/investor-letters https://www.eriksencapitalmgmt.com/investor-letters"  
[X Link](https://x.com/anyuser/status/1908206623186968742)  2025-04-04T17:14Z 11.9K followers, [----] engagements


"Investing in a stock is like owning a business. The most likely (or easiest) way to lose money is for the business to be losing money. Look for good businesses. A good business usually makes money even when they are small. Microsoft $MSFT is a great example"  
[X Link](https://x.com/anyuser/status/1748377485539176605)  2024-01-19T16:10Z 11.9K followers, 11.1K engagements


"@dirtcheapstocks Here is flip example that I couldn't keep myself from doing in my IRA. Some company I didn't jack about issues PR announcing $0.08 per share dividend. Dividend was greater than share price"  
[X Link](https://x.com/anyuser/status/1821661883109433801)  2024-08-08T21:36Z 11.9K followers, 11.1K engagements


"Cedar Creek Partners Q2 [----] Letter has been published. $CCUR $YSACU $GOED $MGAG $SODI $PCOA $ASTR $DBMG $PCHM $NNUP https://www.eriksencapitalmgmt.com/investor-letters https://www.eriksencapitalmgmt.com/investor-letters"  
[X Link](https://x.com/anyuser/status/1417716281583673346)  2021-07-21T05:21Z 11.9K followers, [--] engagements


"Only [--] shareholders at the $CZBS meeting. Worth the trip. Excellent management and quality board. Answered all the questions we had. Nice lunch too. Also good to spend time with other shareholders"  
[X Link](https://x.com/anyuser/status/1661468048442765313)  2023-05-24T20:23Z 11.9K followers, [----] engagements


"Excited to be taking on the role of Chairman of Board of PharmChem $PCHM effective tomorrow. https://www.otcmarkets.com/otcapi/company/financial-report/381575/content https://www.otcmarkets.com/otcapi/company/financial-report/381575/content"  
[X Link](https://x.com/anyuser/status/1697382505505280062)  2023-08-31T22:54Z 11.9K followers, [----] engagements


"Annual meeting trip with my son who works for me. First stop Kansas City today for Tower Properties $TPRP. Tomorrow Philadelphia for Pardee Resources $PDER. We were the only non-management shareholders at TPRP"  
[X Link](https://x.com/anyuser/status/1922697952285319349)  2025-05-14T16:58Z 11.9K followers, [----] engagements


"You absolutely should take heat for this b/c it is an ignorant take from someone who has no meaningful management or board experience. [--]. Yes it is a win for all stakeholders - shareholders employees and customers. It is a great fit and was the highest offer. [--]. Halligan didn't save it. He lucked it into. He then milked the crap out of it by taking a big salary that he refused to disclose. It went to $5 b/c Tice was buying and shareholders demanded change not b/c of Halligan. Growth had already stopped. 1H [----] revenue was down 8% from 1H [----]. [--]. The premium to strategic alternatives"  
[X Link](https://x.com/anyuser/status/1947336657830875141)  2025-07-21T16:43Z 11.9K followers, [----] engagements


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


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


"I got five new followers yesterday while I was just on a walk"  
[X Link](https://x.com/anyuser/status/1288624327387045888)  2020-07-29T23:55Z 11.9K followers, [--] engagements


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


"Activists play an important role in microcaps. They help get rid of bad actors. They usually make shareholders money either through a run up in price during the proxy fight and/or after when they take over. When in doubt vote with the activist"  
[X Link](https://x.com/anyuser/status/1948182034603823124)  2025-07-24T00:42Z 11.9K followers, [----] engagements


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


"Excellent quarter for Skyline Bankshares $SLBK. EPS of $0.64 or $2.56 annualized versus current share price of $13.75. I discussed it on page [--] in Cedar Creek's Q1 letter https://www.eriksencapitalmgmt.com/investor-letters https://www.eriksencapitalmgmt.com/investor-letters"  
[X Link](https://x.com/anyuser/status/1917004307037037010)  2025-04-28T23:53Z 11.9K followers, [----] engagements


"@coardr Must have had an amazing [----] (before starting his fund) since he is 11.7% average annual net since 2000"  
[X Link](https://x.com/anyuser/status/1757907570810069022)  2024-02-14T23:19Z 11.9K followers, [----] engagements


"Those who sold a few pennies below the deal price in order to get higher returns will lose out on a 50% gain on the position but an even higher IRR since they would have got paid the initial $2.55 per share at close. Lesson - don't be too quick to sell in a buyout 7/7"  
[X Link](https://x.com/anyuser/status/1757145909463589204)  2024-02-12T20:53Z 11.9K followers, [----] engagements


"$SODI Solitron Devices Inc. Announces Fiscal [----] Fourth Quarter and Fiscal Year Results 10-K should be out tomorrow or Monday. https://www.accesswire.com/viewarticle.aspxid=887983 https://www.accesswire.com/viewarticle.aspxid=887983"  
[X Link](https://x.com/anyuser/status/1811521659217785218)  2024-07-11T22:03Z 11.9K followers, [----] engagements


"Just put in a bid on an expert market stock and the broker responded - you do realize you are now both the bid and the ask right"  
[X Link](https://x.com/anyuser/status/1595155350910820353)  2022-11-22T20:40Z 11.9K followers, [--] engagements


"$SODI announces acquisition of Micro Engineering. Link to 8-K. Press release should be out shortly. https://www.sec.gov/ixdoc=/Archives/edgar/data/91668/000165495423011547/sodi_8k.htm https://www.sec.gov/ixdoc=/Archives/edgar/data/91668/000165495423011547/sodi_8k.htm"  
[X Link](https://x.com/anyuser/status/1699153206126018587)  2023-09-05T20:11Z 11.9K followers, 15K engagements


"@SportsCenter @AdamSchefter If you understand the time value of money you realize the bottom number is actually roughly twice Sotos"  
[X Link](https://x.com/anyuser/status/1866159781502955991)  2024-12-09T16:35Z 11.9K followers, 18.5K engagements


"Happy Easter"  
[X Link](https://x.com/anyuser/status/1774453493748949165)  2024-03-31T15:07Z 11.9K followers, [----] engagements


"Do they know how this comes across in the US"  
[X Link](https://x.com/anyuser/status/1898042968566906894)  2025-03-07T16:08Z 11.9K followers, [----] engagements


"My contrary view on the ECIP banks retiring their Preferred stock. The pricing formula is about a 7% yield. Those paying 2% pfd rate can repurchase it back at roughly [--] cents on the dollar. That is accretive to earnings compared to the money being in short term treasuries but 1) they could use their capital for an acquisition at the right price and be better off and 2) those at max dividend rate should consider waiting until market conditions change and it allows them to meet lending targets that would lower the div rate and the cost to repurchase "  
[X Link](https://x.com/anyuser/status/1877762122987573321)  2025-01-10T16:59Z 11.9K followers, 10.3K engagements


"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"  
[X Link](https://x.com/anyuser/status/1818488119378805050)  2024-07-31T03:25Z 11.9K followers, 10K engagements


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


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


"Solitron $SODI announces fiscal third quarter earnings and files 10-Q. https://www.sec.gov/Archives/edgar/data/91668/000165495424000772/sodi_ex991.htm https://www.sec.gov/Archives/edgar/data/91668/000165495424000772/sodi_ex991.htm"  
[X Link](https://x.com/anyuser/status/1748473913649361289)  2024-01-19T22:34Z 11.9K followers, 30.3K engagements


"Citizens Bancshares $CZBS increased its annual dividend from $1.00 to $1.10 per share. Record date 3/10/25. Payable 3/34/25. They are doing all the right things Hopefully this year they find the right acquisition at the right price"  
[X Link](https://x.com/anyuser/status/1897666778014113966)  2025-03-06T15:13Z 11.9K followers, [----] engagements


"You know you are a value investor when you are upset when a stock goes up"  
[X Link](https://x.com/anyuser/status/1240693834624860160)  2020-03-19T17:37Z 11.9K followers, [--] engagements


"$ENDI reported today. Operating margin up. EPS $0.28 for quarter. Net cash and investments $1.89 per share. That excludes other long term investments of $2.9M or $0.55 per share. Definitely time to factor growth into my valuation model. I have been too conservative. Love this comment in the filing https://www.otcmarkets.com/stock/ENDI/disclosure https://www.otcmarkets.com/stock/ENDI/disclosure"  
[X Link](https://x.com/anyuser/status/1857172875008213226)  2024-11-14T21:24Z 11.9K followers, [----] engagements


"$SODI fiscal second quarter results https://www.globenewswire.com/news-release/2024/10/15/2963622/0/en/Solitron-Devices-Inc-Announces-Fiscal-2025-Second-Quarter-Results.html https://www.globenewswire.com/news-release/2024/10/15/2963622/0/en/Solitron-Devices-Inc-Announces-Fiscal-2025-Second-Quarter-Results.html"  
[X Link](https://x.com/eriksen_tim/status/1846294664145785028)  2024-10-15T20:58Z 11.9K followers, [----] engagements


"Excellent quarter for $SKAS. EPS $0.19 vs ($0.10) prior year. Seasonally weakest quarter. SG&A down 310k due to eliminating Empire mgmt services agreement. [--] month extension from NYC. I estimate '24 EPS of $1.90. $9.80 of net cash. Share price $11.40"  
[X Link](https://x.com/anyuser/status/1791120841696223337)  2024-05-16T14:57Z 11.9K followers, [----] engagements


"$SODI announces fiscal first quarter results. https://www.accesswire.com/900276/solitron-devices-inc-announces-fiscal-2025-first-quarter-results https://www.accesswire.com/900276/solitron-devices-inc-announces-fiscal-2025-first-quarter-results"  
[X Link](https://x.com/eriksen_tim/status/1823450203573379101)  2024-08-13T20:03Z 11.9K followers, [----] engagements


"$SODI 3rd Qtr Results. 10Q filed in the morning. https://www.accesswire.com/683464/Solitron-Devices-Inc-Announces-Fiscal-2022-Third-Quarter-Results https://www.accesswire.com/683464/Solitron-Devices-Inc-Announces-Fiscal-2022-Third-Quarter-Results"  
[X Link](https://x.com/anyuser/status/1481770093306470402)  2022-01-13T23:28Z 11.9K followers, [--] engagements


"Market response to Gad apparent victory at Paragon $PGNT. It would embarrass me if the market valued me at a massively negative number. The two largest shareholders that sided with Gad 17% deserve their paper loss. How long until they have "buyers remorse""  
[X Link](https://x.com/anyuser/status/1939805241639411968)  2025-06-30T21:56Z 11.9K followers, [----] engagements


"Solitron Devices Inc. Announces Fiscal [----] Third Quarter Bookings of $8 Million https://www.globenewswire.com/news-release/2024/12/26/3002054/0/en/Solitron-Devices-Inc-Announces-Fiscal-2025-Third-Quarter-Bookings-of-8-Million.html https://www.globenewswire.com/news-release/2024/12/26/3002054/0/en/Solitron-Devices-Inc-Announces-Fiscal-2025-Third-Quarter-Bookings-of-8-Million.html"  
[X Link](https://x.com/anyuser/status/1872399236018651590)  2024-12-26T21:49Z 11.9K followers, [----] engagements


"Just flew in to Chicago to attend a shareholder meeting. Only person there. Start to finish [--] minutes. Half of that was my questions. Expert market stock and wanted financials. Some times you pay to turn over rocks"  
[X Link](https://x.com/anyuser/status/1530209795164499968)  2022-05-27T15:30Z 11.9K followers, [--] engagements


"$PCHM announces special dividend of $0.25 per share. https://www.otcmarkets.com/otcapi/company/financial-report/413596/content https://www.otcmarkets.com/otcapi/company/financial-report/413596/content"  
[X Link](https://x.com/anyuser/status/1841221288074838031)  2024-10-01T20:58Z 11.9K followers, [----] engagements


"PharmChem $PCHM first quarter earnings have been released. Adjusted pre-tax income increased 18% https://www.otcmarkets.com/stock/PCHM/disclosure https://www.otcmarkets.com/stock/PCHM/disclosure"  
[X Link](https://x.com/anyuser/status/1920980666185117726)  2025-05-09T23:14Z 11.9K followers, [----] engagements


"$CZBS call report out. Looks solid. I calculate [----] million of net income versus [----] in the prior quarter call report. [-----] million for the year. They do have holding company expenses and the preferred dividend expense is at the hold co as well. Good deposit growth"  
[X Link](https://x.com/anyuser/status/1885349472047423704)  2025-01-31T15:28Z 11.9K followers, [----] engagements


"First IC $FIEB call report out. It trades expert market. Earned 6.2M for quarter and 24.7M for year ( $2.70 per share). Paid $1 annual div this month. Bid $9.95 ask $12.05. 5% position in my fund. Cost basis $6.70 per share in [----] and received two $1 dividends"  
[X Link](https://x.com/anyuser/status/1885013571270304125)  2025-01-30T17:13Z 11.9K followers, [----] engagements


"Solitron Devices $SODI announces fiscal Q3 bookings to date of $13.8 million versus $8 .0 million for last years full fiscal Q3. https://www.marketscreener.com/news/solitron-devices-inc-announces-fiscal-2026-third-quarter-to-date-bookings-of-13-8-million-ce7d5cdddb8af027 https://www.marketscreener.com/news/solitron-devices-inc-announces-fiscal-2026-third-quarter-to-date-bookings-of-13-8-million-ce7d5cdddb8af027"  
[X Link](https://x.com/anyuser/status/1986180726908461152)  2025-11-05T21:16Z 11.9K followers, 11.2K engagements


"More ECIP banks performing well based on call reports. $NMBF net income $3.3M versus $2.0M prior quarter Very illiquid. Bid $11 / ask $28. $CZBS $3.7M net versus $2.7M in prior quarter Roughly $1.85 in EPS or $7.40 annualized versus current price of $36. DYODD"  
[X Link](https://x.com/eriksen_tim/status/1620529130243772416)  2023-01-31T21:07Z 11.9K followers, [----] engagements


"Thank you to the $ADDC seller at $14. If anyone else wants to dump profitable non reporting stocks at prices well below net cash the fund is ready. Be greedy when others are fearful and when the SEC imposes stupid restrictions"  
[X Link](https://x.com/anyuser/status/1422606464728715268)  2021-08-03T17:13Z 11.9K followers, [--] engagements


"Solitron $SODI filed its 10-K for fiscal [----] today. Subsequent events notes PPP loan forgiveness. https://www.sec.gov/Archives/edgar/data/0000091668/000165495421007088/0001654954-21-007088-index.htm https://www.sec.gov/Archives/edgar/data/0000091668/000165495421007088/0001654954-21-007088-index.htm"  
[X Link](https://x.com/anyuser/status/1407078454600749066)  2021-06-21T20:50Z 11.9K followers, [--] engagements


"And $WSTL did all this knowing they had an incredible quarter of $2.5 million pre tax. Net cash of $1.77 per share. Ttm pre tax of $4.3 million or $0.40 per share. Minimal tax payer due to NOLs. I should have bought heavy instead of nibbling. Westell Technologies $WSTL burying positive news Repurchasing over 10% of their stock at a price below net cash. $1.90 last trade. ttm EPS $0.14. BVPS $2.93 Cash $1.98 per share prior to repurchase. Est repurchase price $1.75. Don't like that they confuse book value with https://t.co/P4yi2ANmOl Westell Technologies $WSTL burying positive news"  
[X Link](https://x.com/anyuser/status/1925945220501237912)  2025-05-23T16:01Z 11.9K followers, [----] engagements


"Endi Corp. $ENDI CrossingBridge subsidiary assets under management up to $4.2 billion versus $3.4 billion at beginning of the year (22% increase) and $4.0 billion at June [--]. Trades at 5-6x cash earnings net of cash"  
[X Link](https://x.com/anyuser/status/1967045258111557651)  2025-09-14T01:58Z 11.9K followers, [----] engagements


"Gad is out completely at Paragon $PGNT"  
[X Link](https://x.com/anyuser/status/1853810110835085761)  2024-11-05T14:42Z 11.9K followers, [----] engagements


"$CZBS call report is out. Earnings up versus prior quarter. My estimate is $1.85 in Q2 vs. $1.73 in Q1"  
[X Link](https://x.com/anyuser/status/1682406040044974085)  2023-07-21T15:03Z 11.9K followers, [----] engagements


"HaHa. $PCHM response "nothing was done in the dark" Really Why did you issue options and not disclose it or the terms for years Why are you still refusing to disclose executive compensation 1/2 https://www.otcmarkets.com/stock/PCHM/news/Response-to-Opposition-Proxyid=315675 https://www.otcmarkets.com/stock/PCHM/news/Response-to-Opposition-Proxyid=315675"  
[X Link](https://x.com/anyuser/status/1425167012481798144)  2021-08-10T18:47Z 11.9K followers, [--] engagements


"IQvia $IQV and Propel $PROM have apparently agreed to abandon their proposed merger. We are a bit surprised but our thesis was never about the certainty of the deal rather "heads we win huge tails we win a lot". Happy to hold. https://www.deepintent.com/an-open-letter-to-deepintent-clients-and-partners-on-the-iqvia-acquisition-2nd-and-final-update/ https://www.deepintent.com/an-open-letter-to-deepintent-clients-and-partners-on-the-iqvia-acquisition-2nd-and-final-update/"  
[X Link](https://x.com/anyuser/status/1743313045655593347)  2024-01-05T16:46Z 11.9K followers, [----] engagements


"We have posted our last two letters to BNY Mellon as Trustee of Pacific Coast Oil Trust $ROYTL regarding treatment of ARO. We believe they are making numerous errors that harm unitholders. https://www.eriksencapitalmgmt.com/other-letters https://www.eriksencapitalmgmt.com/other-letters"  
[X Link](https://x.com/anyuser/status/1861871367127499246)  2024-11-27T20:35Z 11.9K followers, [----] engagements


"If you own $HRBR which I do not you need to adjust book value due to the improper recognition of revenue which must be removed as a receivable but more importantly you need to eliminate the revenue from the historical income statement. Are they profitable moving forward"  
[X Link](https://x.com/anyuser/status/1774807292179013664)  2024-04-01T14:33Z 11.9K followers, 17.9K engagements


"Heading home from Philly after being only s/h at $PAWH meeting. Coach Belichick is on the flight. I got his good side. He dresses better when he travels than when he is coaching"  
[X Link](https://x.com/anyuser/status/1841610859946156368)  2024-10-02T22:46Z 11.9K followers, [----] engagements


"$PCHM Audited [----] results posted. Revised Q4 results upward due to accrual correction and lower taxes due. See updated letter that notes management change. https://www.otcmarkets.com/stock/PCHM/disclosure https://www.otcmarkets.com/stock/PCHM/disclosure"  
[X Link](https://x.com/anyuser/status/1769843944219918743)  2024-03-18T21:50Z 11.9K followers, [----] engagements


"I am still having issues with FINRAs otc site for reporting dividends but have been told that Propel Media $PROM announced a dividend of $.01376 per share today. Implies they are profitable. I profiled it in Cedar Creeks Q2 letter. https://www.eriksencapitalmgmt.com/investor-letters https://www.eriksencapitalmgmt.com/investor-letters"  
[X Link](https://x.com/anyuser/status/1685072925098131456)  2023-07-28T23:41Z 11.9K followers, 10K engagements


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


"Someone is selling a lot of $FIEB at $8 today. I took what I could. Not an ECIP bank. Korean bank outside Atlanta. Earnings were over $2.50 per share. Just paid $1 divy. Book is about $12.50. Expert market. Annual reports on their website. Call reports on otcmarkets"  
[X Link](https://x.com/anyuser/status/1630320465821728768)  2023-02-27T21:34Z 11.9K followers, [----] engagements


"Attending $BWEL meeting today"  
[X Link](https://x.com/anyuser/status/1316786758609108992)  2020-10-15T17:03Z 11.9K followers, [--] engagements


"Cedar Creek Partners Q1 [----] letter. Deep dive on Queen City Investments (QUCT) and their royally bad capital allocation. Also a chart listing many of the fund's illiquid low price to book holdings. $TURN $DGIX $EVOL $HRBR $ALJJ $RSRV $WCRS https://www.eriksencapitalmgmt.com/investor-letters https://www.eriksencapitalmgmt.com/investor-letters"  
[X Link](https://x.com/anyuser/status/1521562108080517120)  2022-05-03T18:47Z 11.9K followers, [--] engagements


"PharmChem $PCHM shareholders approval sale of company for $3.75 per share. https://www.otcmarkets.com/stock/PCHM/news/PharmChem-Inc-Announces-Shareholder-Approval-of-Acquisition-by-Alcohol-Monitoring-Systems-Incid=490613 https://www.otcmarkets.com/stock/PCHM/news/PharmChem-Inc-Announces-Shareholder-Approval-of-Acquisition-by-Alcohol-Monitoring-Systems-Incid=490613"  
[X Link](https://x.com/eriksen_tim/status/1960740720622416103)  2025-08-27T16:26Z 11.9K followers, [----] engagements


"Big changes at Solitron. http://finance.yahoo.com/news/solitron-devices-inc-announces-change-212000519.html http://finance.yahoo.com/news/solitron-devices-inc-announces-change-212000519.html"  
[X Link](https://x.com/anyuser/status/756606826620215296)  2016-07-22T21:48Z 11.9K followers, [--] engagements


"Nice evening for grilling some steaks"  
[X Link](https://x.com/anyuser/status/1454608553960869892)  2021-10-31T00:37Z 11.9K followers, [--] engagements


"Eriksen Capital filed amended 13G on $SKAS https://www.sec.gov/Archives/edgar/data/1128281/000110465925002537/xslSCHEDULE_13G_X01/primary_doc.xml https://www.sec.gov/Archives/edgar/data/1128281/000110465925002537/xslSCHEDULE_13G_X01/primary_doc.xml"  
[X Link](https://x.com/anyuser/status/1877841063358206452)  2025-01-10T22:12Z 11.9K followers, [----] engagements

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