3:10 Value

Independent Thought, Creative Insights, Relentless Discovery. Not investment advice. [email protected]

[3:10 Value @310Value]

Friends, my recent article on produced water players $wbi and $ses.to is in the link below. Also covers, $lb, $wcn, and $gfl.

[Roger Sterling @gammatime]

You heard it here first. $BRK is going to buy $TPL. Energy, datacenter, and resource scarcity all in one trade.

[3:10 Value @310Value]

In guess we know how Callum and Dua Lipa booked their honeymoon. $edr.mc

[3:10 Value @310Value]

@shmilylt @ACapitalLP Naw. The growth is baked in regardless of oil prices. The recent price spike will help a little but that hasn’t even hit the earnings yet. Plus, anytime the stock drops, mgmt Hoovers up the stock.

[3:10 Value @310Value]

@taobanker I have a friend who went to Oxford for B school. He got into top 5 programs but he went to Oxford because he could do it on one year, and he could network with the Rhodes Scholars, which he did quite well.

[3:10 Value @310Value]

@joinyellowbrick @DavidDiranko @Petty__Cash @uv_shares @9onecapital @LukeWolgram @dcurras1 In case anyone missed the Sweeney eDreams collab $edr.mc

[3:10 Value @310Value]

$edr.mc market must have caught wind of eDreams’ new spokesperson.

[Yellowbrick Investing @joinyellowbrick]

Added 72 stock write-ups (pt 1):
@DavidDiranko (Monday Monitor) - $ABCA.PA, $ITH.L, $VAR.OL, $ANY.BD, $GPP.WA
@310Value - $EDR.MC
@Petty__Cash - $HOH.V
@uv_shares - $BAIN.PA
@9onecapital - $VENUSREM.NS (overview)
@LukeWolgram - $7734.T (update)
@dcurras1 - $HEI (earnings)

[3:10 Value @310Value]

@VeeEyeEll Watch out. Trump may ask you to hold his beer.

[3:10 Value @310Value]

$edr.mc

https://t.co/5V2j6NMMLR

[Colubeat ID @ColubeatID]

$USLM + AI infrastructure. Spent time going through the construction docs, soil data and steel filings.

The documents tell a slightly different story from the one going around. Full write-up👇
https://t.co/8Bazl4ujrx

[3:10 Value @310Value]

April Fool’s Day was two months ago - unfortunately.

[zerohedge @zerohedge]

TRUMP NAMES BILL PULTE AS ACTING DIRECTOR OF NATIONAL INTELLIGENCE

[3:10 Value @310Value]

$edr.mc market must have caught wind of eDreams’ new spokesperson.

[3:10 Value @310Value]

$edr.mc

[3:10 Value @310Value]

Friends: for your weekend reading enjoyment. Please find my recent article on eDreams ($edr.mc) below.

https://t.co/aul0weh2Bd

[3:10 Value @310Value]

$lb PowerBridge bring on a Chief Revenue Officer to drive revenue for Gigawatt-Scaled Power AI Campuses. You don't hire people for your health. One day closer to a definitive deal with a hyperscaler.

https://t.co/IAsqssqNPW

[3:10 Value @310Value]

@ColubeatID And the stock is down....weird.

[3:10 Value @310Value]

@stressed_assets $kntk

[3:10 Value @310Value]

@WaterworldCapi1 What's $hog doing?

[3:10 Value @310Value]

@TheTNHoller @ActionnaireRe They give you the don’t go to jail talk before graduation.

[J @JustinB90072145]

$WBI

[3:10 Value @310Value]

@ColubeatID @dopamine_uptake @taobanker @tom_grlla They alluded to doing the work on this when I spoke with them.