Bud Fox 24

Small cap value /special situations investor/ speculator. Bottoms up, fundamental analyst that talks to management teams. Courage & Conviction on Seeking Alpha.

[Bud Fox 24 @24Fox614]

Happy New Year! 2024 is now officially in the books. I'm really happy and blessed to be able to say I've compounded at 55.5%, over the past 5 years. Keep in mind there was zero leverage to achieve these returns. This is what that looks like. Good luck to everyone in 2025!

2020: +93.1%
2021: +38.5%
2022: +11%
2023: +54.7%
2024: +105.3

[Bud Fox 24 @24Fox614]

Have owned $FABC since about $2.80.. A new 5% SC 13 Holder.... We are one partnership away from this showing up on people's radar and making it into the AI interconnect basket...MicroLED $KOPN

[Bud Fox 24 @24Fox614]

@saA253136 I haven't posted much on Twitter in ages.. figured I would post a few items... It has been a great trading week, in a crazy, crazy market.. just trading around the edges, while I wait on positions.

[Bud Fox 24 @24Fox614]

Bought a modest 75K shares of $SNBR, a few days ago, at $0.37.. Thinking it would meme and they haven't officially filed Ch. 11 yet.. I sold, this morning, at $0.45.. It spiked to $0.89... 20 minutes later... LOL

[Bud Fox 24 @24Fox614]

We did catch a nice trade on $BESS, this morning, though. From $3.50 to $5.50 ish.. Too bad I didn't size it..

[Bud Fox 24 @24Fox614]

Bought some $DNUT, at $3.50 ish, on the $2 million insider buy... It is very unusual to see this size buying.. and it is 20% shorted...

[Succeeded Mind @SucceededMind]

I'm 59.

Here ae 18 uncomfortable truths I wish I knew earlier:

[Bud Fox 24 @24Fox614]

$AMZN Studios Greenlit 3 GenAI Animated Series for Prime, including $BZFD BuzzFeed Studios Cupcake and Friends... amazing how no one is paying any attention.

https://t.co/9s4EfcOb3k

[Bud Fox 24 @24Fox614]

It is well worth the 30 minutes to watch it!

[Brad @BradleyKellard]

In 2023, Stanford professor Graham Weaver gave his last lecture on how to destroy fear & live a wildly ambitious life.

His frameworks:

- Suffering is inevitable
- Signup for "10 years" test
- "Not me" & "Not now" traps

13 lessons on how to build an asymmetric life:

[EagleFangCapital @CapitalFang]

$LVLU - Q1 as expected. Net debt down to $5.9M on lower inventory. Best Q1 GM since '22 even with wholesale doubling. Guided to +EBITDA and y/o/y growth in Q2. 10 major wholesale accts vs 4 a year ago. Revs to inflect in 2H with new casual lines. $9.30 stock price much too low.

[Bud Fox 24 @24Fox614]

I sent this alert, to my SA group, on $LESL, this morning. I guess it was a good read and buy at $1.80..

[Bud Fox 24 @24Fox614]

@HilgartR Thanks!

[Bud Fox 24 @24Fox614]

On Monday, 5/11/26, my Flagship account had an unrealized $263K $BZFD loss. On Monday night, we sold a bunch of shares, around $2. YTD 2026, $BZFD is now a $100K realized gain and about a $100K unrealized gain.

I'm very grateful and Thank God this one work out. I still own a number of shares, over 200K shares, but I right sized the position.

I'm confused why the market isn't give the company much more credit for Byron Allen becoming the New Chairman and CEO and investing up to $120 million, at $3... but algos love mean reversion shorting high percentage micro-caps gainers.. I will talk about / think about the business, perhaps in a future post.

[Bud Fox 24 @24Fox614]

@a1b1c67eudhhd "Courage and Conviction" ; ) I can't believe it traded down to $0.54...micro-caps are can really overshoot.

[Lila Rose @LilaGraceRose]

Every parent needs to see this.

Shocking MRI study on preschoolers (ages 3-5) reveals that just 2 hours of daily interactive screen time is causing measurable LOSS of white matter in their developing brains. 

This directly impairs language, literacy, and neural connectivity. 

Little brains need real-world play, love, and human connection — not devices rewiring them before kindergarten. 

Protect your children. Put the screens down.

[Bud Fox 24 @24Fox614]

@leevalueroach Have you looked at $PXLW? https://t.co/DYCkfY8hJt

[Matthew Kobach @mkobach]

With two young boys at home, I try to imagine this every few months

[John Ziegler @Zigmanfreud]

If you are longing for a simpler time that is now gone forever, this video will likely hit HARD…
🥲

[Thomas Sowell Quotes @ThomasSowell]

Hugh Grant: "It's been very, very depressing watching Big Tech kidnap their lives, and to see children really finding it very, very difficult to get properly interested in anything that isn't a screen."

[Bud Fox 24 @24Fox614]

Yikes

[The Vigilant Fox 🦊 @VigilantFox]

This teacher-turned-cognitive scientist shared a disturbing reality that left the room stunned.

“Our kids are LESS cognitively capable than we were at their age.”

Every previous generation outperformed its parents since we began recording in the late 1800s.

So, what happened?

Screens.

Dr. Jared Horvath explained:

“Gen Z is the first generation in modern history to underperform us on basically every cognitive measure we have, from basic attention to memory, to literacy, to numeracy, to executive functioning, to EVEN GENERAL IQ, even though they go to more school than we did.”

“So why? … The answer appears to be the tools we are using within schools to drive that learning (screens).”

“If you look at the data, once countries adopt digital technology widely in schools, performance goes down significantly, to the point where kids who use computers about five hours per day in school for learning purposes will score over two-thirds of a standard deviation LESS than kids who rarely or never touch tech at school. And that’s across 80 countries.”

But screens aren’t just decimating learning and making new generations less intelligent than the ones before them.

They’re doing something far worse. And when you take a closer look, it isn’t pretty. 🧵

[Bud Fox 24 @24Fox614]

The AI generator concepts look fun... $BZFD

https://t.co/LHcUkDdRbA

[Bud Fox 24 @24Fox614]

$BZFD Island $AAPL app launch imminent ?