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Saturday, September 19, 2026

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Pacific Health Care Organization - OTC:PFHO

Pacific Health Care trades below its more than $1 per-share net cash despite profitable workers’ compensation claims services, California HCO licenses and a tightly held OTC float.

PFHO $13M
Obscure Stocks 3 clicks

From X

@majgeoinvesting 1 click

Maj Soueidan on X

Was a good week for $MTW (cranes), up 10% this week. @mascarosergi recently pitched the stock in his written Q&A style Skull Sessions. Their increasing emphasis on service revenue is interesting, something a lot of construction type companies have been doing over the past few years. It’s the “magic formula” for construction companies, which can result in a huge expansion of historical valuation ratios. You’ve seen that in stocks like $STRL and $BDT.TO. The cool thing about this kind of set up is that a lot of investors won’t believe there will be a valuation re-rate in a cyclical industry, until it’s actually happened… then they’ll say it’s overvalued🤷 Watching closely. Thx Sergi..
@ACapitalLP

A Capital on X

“Hey honey, Trump signed a deal with Greenland. I’m going to get ahead of everyone by buying Greenland Energy stock on my Robinhood account. It’s a sure thing!” You absolutely fade this. $GLND is so far from commercial production it’s a joke. Retail will pump it because it has “Greenland” in the name. This isn’t anything like the situation with $KYIV, an established business that has generated hundreds of millions of dollars of FCF, with a potential Ukraine peace deal as additional upside optionality…

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Groceries, Aggregators, and Agents

DoorDash's grocery push targets a shift from weekly stock-up trips to frequent online fill-in orders, though smaller baskets complicate…

DASH $84B
MBI Deep Dives 1 click

QNT: The 100× Question

Quantinuum's improving logical-qubit error correction, 1,504 successful-circuit benchmark score and paid deployments at RIKEN, BMW and…

QNT $2.1B
Mispriced Assets 3 clicks

Deep Dive: Grab Holdings ($GRAB)

Grab generates 53% of revenue from delivery, 36% from mobility and 10% from financial services, using its Southeast Asian marketplace to…

GRAB $11B
Rebound Capital 1 click
NCNO · long

Ncino INC

NCino is a commercial-lending system of record for banks and credit unions, trading at roughly 3x enterprise value to sales.

NCNO $2.1B
Value Investors Club 3 clicks

MercadoLibre: Valuation Model

MercadoLibre’s sum-of-the-parts model values commerce and payments on FCFF, credit on equity returns, producing a $1,980 base-case target…

MELI $93B
Hated Moats

U-Haul Bought at the Top

U-Haul’s pandemic-era fleet purchases at inflated prices now drive higher depreciation and disposal losses as truck and van prices…

UHAL $13B
scuttleblurb 2 clicks

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