PESI · long Perma-fix Environmental Svcs
Perma-Fix Environmental Services (PESI) is presented as a long investment idea.
Thursday, June 11
Thursday, June 11, 2026
Everything we published on this day.
6 stories
PESI · long 
FTAI · long Ftai Aviation LTD
FTAI Aviation, valued near $23 billion at roughly $226 per share, is presented as a long investment.
Charles Frischer on X
$NN Fantastic day for NN. With today’s close above 20.10, we have now closed above this level for 20 of the last 30 days. Company can now convert $190 million in debt into common. We now have 250 million in cash and no debt. Will take 45 days to finalize. Fortress balance sheet.
Broken Moats on X
Like the $MGNI story (from lower levels, less so at current pricing albeit still cheap) their seat in the ecosystem looks to be consolidating - TTD has real issue but put the pairs trade aside do you have concerns about the CFO departure at MGNI, the insider selling (not trivial), and the risks from ai on their business ex ctv?
Tim Eriksen on X
Time to end being passive on Saker Aviation. $SKAS https://t.co/KVwMEMMJvI
Psyop Capital on X
What’s the $BR mega bear case?
