Cluseau Investments on X
@HoocheeEnjoyer $HRTG hits 30s and you hit the bars immediately??? At 4pm?
X
Cluseau Investments
Everything we have picked from this writer, newest first.
Cluseau Investments on X
If the $BHF deal goes through the SEC needs to investigate whoever bought 500 of the September 55's for $1.30 today
Cluseau Investments on X
The $NBIS and $CRWV bulls hate each other more than the average nation involved in a Middle Eastern conflict
Cluseau Investments on X
$IESC is buying DBM Global from $VATE for $650 Million. Not sure if I am missing something, but DBM's backlog is up 50% year over year, revenue up 25%, and they agreed to sell it for 11x earnings. What?
Cluseau Investments on X
If you buy the $SNDK Dec 2028 1560 Straddle the stock would have to drop below $30 to make money on the downside
Cluseau Investments on X
Honestly $C is pretty fairly valued now, I don't there is much upside at all aside from the entire sector carrying it up. $OPBK continues to be heavily disrespected, think we are entering the "on par with peers phase" where CUBI and OPBK and ASIC have a chance to trade in line with competitors. Implies 20-30% upside on each, but will take some time.
Cluseau Investments on X
Blackjack 21 hits 36% YTD, 29% above financials. Performance would've been a bit better actually, but I paper handed $WSBF, $HRTG, and $SNEX. Next week, will be adding a small cap financials name to the list, first new member of the Blackjack 21 in months. Below book, repurchasing shares, extremely niche, it'll be a fun one.
