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.
Saturday, September 19, 2026
Back to today
From X
Negligible Capital on X
*ADVENT, STRIPE CONSORTIUM IS SAID TO DROP PURSUIT OF PAYPAL RIP $PYPL
Chris Camillo on X
We currently have only one real datapoint to work off from today’s gameplay reveal: depth of player interest in the gameplay. The better the gameplay, the greater the long-term monetization opportunity for $TTWO. That’s the variable I don’t think is priced in yet, and it’s what gives this trade meaningful upside and downside.
Chris Camillo on X
Ran dozens of social arb probability scenarios for how the world would react to today’s GTA VI gameplay reveal. This is playing out like a top 5% outcome. Did not expect this. Feels like the market came into today anchored to last week’s hacker leaks and primed for disappointment. It may take a minute to process what just happened. $TTWO
Maj Soueidan on X
What's the one stock you hope falls due to a "blip" quarter that is likely temporary due to unusual circumstances or investor misinterpretation? Two of my wishes already came true with $SIF and $KLNG. Could throw $FSI into the mix. Next on this early Christmas wish list? $PPIH
Maj Soueidan on X
@StableBread Nice summary. Thanks for sharing. I’m somewhat excited about the new CEO hire from the competitor, $CECO, who has actually been winning data center contracts.
A Capital on X
Buy a a temporarily execution-dislocated AI cooling business at $186 before the mediocre automotive business disappears and the RemainCo gets a clean public valuation? $MOD 🤷♂️ https://t.co/oUeZanrue7
Maj Soueidan on X
Anyone have a direct line to $MG, call them now. We have a code red!!! https://t.co/zgvG6Ik5vi
Chris Camillo on X
13 years of hype should have made today almost impossible to live up to. Somehow for most GTA fans Rockstar delivered. $TTWO https://t.co/Uh56v646rL
Investor Letters
All letters- Pendelhaven Asset Management B.V. Q3 2026 DR0 $469MALM $4.2B
- Akre Capital Management, LLC Q3 2026 AMT $82B
- Protean Funds August 2026 BVNKF $2.4BSUSRF $262M
- Janus Henderson Investors July 2026 NXT $13B
- Asset Value Investors Ltd July 2026 4549 $498M8011 $231M
- PenderFund Capital Management Ltd. July 2026 NEO $1.1BVNP $1.9B
- Lindsell Train Limited July RMVEY $3.5B
- Kernow Asset Management July 2026 CKNHF $2.1BCMCX $2.6B
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