Tim Eriksen on X
@ShmuelLon Good. That was my intention. It was less about the merits of $EVC in the future and more about recognizing that 1) we have to think about growth properly; and 2)we have to guard against thesis drift.
X
Tim Eriksen
Everything we have picked from this writer, newest first.
Tim Eriksen on X
Entravision’s investment case shifted from sequential hypergrowth and SOTP upside to year-over-year growth after management guided Q3 below Q2. The investor exited after lighter-than-expected Q2 growth.
Tim Eriksen on X
Taitron's deregistration cut shares from $2.50 to roughly $1.00, despite $1.50 per share each of net cash and real estate, a 14% yield and a dividend increase.
Tim Eriksen on X
@dirtcheapstocks $BRK traded between $40 and $49 in Q4 1974. Book was $90 per share. https://t.co/rOzWLipg1U
Tim Eriksen on X
Excellent quarter for Skyline Bankshares $SLBK. GAAP EPS $0.89. Cash EPS of $0.91. Trades at 7x earnings. https://t.co/7d5KOoG3Og
Tim Eriksen on X
@TreyHenninger $THVB is similar to TRUX. I was taught to be skeptical of the SBA loan sellers. There are a few banks that have maintained decent mortgage origination income.
Tim Eriksen on X
Cedar Creek Partners Q2 letter released. 12.6% in 1H26 net of fees and expenses. $SODI $EXCE $HRBR $PHIG $ENDI $QUCT $STLE $SLBK $RVRF https://t.co/d794sYsHAT
Tim Eriksen on X
@ValueHunter7 @youngermunger7 @dirtcheapstocks $MFBP
Tim Eriksen on X
$STLE Steele Bancorp posted another strong quarter. Reported earnings are $0.20 below cash earnings due to intangible amortization. At a $7 annual cash EPS run rate. Trading at just over 6x cash earnings. 3.5% dividend yield. https://t.co/uY7m0VofSe
Tim Eriksen on X
Solitron Devices $SODI reported fiscal Q1 results today. Revenue and earnings higher. Link to PR https://t.co/7dqZ6WwENP
Tim Eriksen on X
@thewritser @CapitalShipyard At first glance that is the worst structured rights offering I have seen in quite awhile. Great for the group backstopping it. $MCDIF
Tim Eriksen on X
Time to end being passive on Saker Aviation. $SKAS https://t.co/KVwMEMMJvI
Tim Eriksen on X
PGNT shareholders rejected Sham Gad’s proposal to serve as both CEO and chairman, rebuking the board’s governance plan.
Tim Eriksen on X
Solid quarter by Monument Mining $MMY.V $MMTMF earned $22.65M or $0.07 per share. Has almost $101M or $0.30 per net cash. Trading at ~ 2x earnings net of cash. https://t.co/c56aqhOJuY
Tim Eriksen on X
Solitron Devices $SODI 10-K filed after close. Improved Q4 as we said in our press release. Gross margin of 41% in Q4. https://t.co/lZgDHy71CQ
Tim Eriksen on X
Datatrak’s unaudited annual report contains cash-flow inaccuracies, raises fraud concerns and follows years of heavy shareholder dilution.
Tim Eriksen on X
For those interested, Solitron Devices $SODI Annual Meeting from last week was recorded and is available on Solitron's IR page. https://t.co/2Ijmz7MnjL
Tim Eriksen on X
Solitron Devices $SODI releases preliminary Q4 results. Annual meeting this Friday. https://t.co/89tXyZdnYY
Tim Eriksen on X
Cedar Creek Partners Q1 letter released. Fund was up 6.8% in Q1, net of fees and expenses. $SODI $ENDI $EXCE $PHIF $HRBR $STLE $SLBK $RVRF https://t.co/d794sYsHAT
Tim Eriksen on X
Allbirds' $BIRD ownership-change measure excludes founding Class B shares older than three years and counts changes by FMR, Ghost Angel, Vanguard, BlackRock and recent B-holder grants.
Tim Eriksen on X
So PaperClip (expert: $PCPJ) issues an important press release but somehow it ends up under an incorrect ticker for China Dongsheng. Do they not realize they can correct these things? https://t.co/pULXthDnYq
Tim Eriksen on X
ECIP recipient, Citizens Bancshares $CZBS announces $4 million repurchase program. About 5% of market cap. https://t.co/cXfWhyXnSF
