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Everything our editor has picked under this tag, best first.
I just published my Portfolio Update for June 2026. It includes: ▫️My current portfolio & position sizes ▫️Reasons why I sold Transense $TRT.L ▫️Earnings Updates: $TRT.L ▫️Recent news & Information about $SLYG, $CIRC.MI, -undisclosed- https://t.co/GQhcUJBwCS
A May 2026 portfolio update lists holdings including Centrotec, Toyokumo, Evolution, Secunet Security Networks, BioRem, Leatt, Shelly Group, Enogia, ErreDue, Lindbergh and Circle Group.
April 2026 portfolio update lists holdings including Centrotec, Evolution, Secunet, Leatt, Toyokumo, Biorem, Circle, Lindbergh, Shelly Group and ErreDue.
@snack8812 @CalgaryLeveen Hi - could you explain why you think the "admin in office" is against $NN? Is this just because of the OIRA delay? Or are there other reasons? TYIA
@scottwilsonUSD @cfrischer1 Womack is seemingly in $WMT's pocket & claiming $NN will interfere with RFID. However, $NN has the proof that they do not interfere with RFID, so presumably Womack will go away.
$NN https://t.co/rn1GCqqeWI
@cfrischer1 validation of what $NN CFO Tim Gray said at Seaport a few weeks back: https://t.co/OT4MFWbPxQ
$NN https://t.co/WSPZtvXkj1
@mil01425146 @yummyCenturyEgg @JBonfato @23Titan31 Happy to talk about $NN, Part 15, antenna science, radar science, tolling, etc., but I prefer to not be tagged on anything having to do with baked goods and personal proclivities. TYIA.
Bought $CTRI ~$22-$22.50 into this post-earnings sell off. Margins were disappointing, but $CTRI is growing nicely given the tailwinds in energy and utility services. Margins should follow in time from greater scale & pricing power, and the balance sheet is vastly improved.
@gamesblazer06 I’m short $CAT and $GEV
Elroy Air plans to go public through the CMII/IPXG SPAC, bringing its hybrid-electric autonomous Chaparral VTOL aircraft to public markets.
@MidwestHedgie @lurker8679 @PhilMickelson $PCT is certainly still a show me story. Both companies have certainly had terrible capital raises.
@JeffreyCherkin Not a bad purchase of $FTAI this time last year < $90! @MelissaLeeCNBC
Rocky Brands, a nearly century-old footwear maker, sells owned workwear, western and recreational brands into industrial and consumer end…
M-Tron Industries is pitched as a long on its sole-source role across more than 40 missile, radar and aerospace programs.
Smart Shooter develops electro-optical, image-based fire-control systems that improve weapon accuracy and lethality in harsh environments.
Butler National Corporation is the subject of a stock pitch presented at the MS Microcaps Summer Virtual Conference.
Otis Worldwide's largest global elevator installed base generates 95% recurring revenue, with service margins above 90% supporting a…
Brink’s $6.6 billion cash-and-stock acquisition of NCR Atleos underpins the long case, citing strategic and financial rationale.
Prysmian (PRYMY) is presented as a short position.
Perimeter Solutions’ 2Q26 revenue rose 31%, while operating income fell 11% as USDA pricing and DLA delivery timing hurt Fire Safety; it…
Vislink Technologies trades near cash after turning EBITDA-positive through a defense communications pivot under DoD Trusted Investor…
Middleby trades at about 11 times EBITDA, below its history and peers, as a sharper management focus is expected to address the commercial…
