Choice Equities

Small/midcap US equities. May have a position in securities mentioned. Please see website for important disclosures.

[Choice Equities @Choice_Equities]

@SumZero Good to be back for the 2026 Top Stocks competition. Love to see another winner. Link to SumZero $MGNI pitch here: https://t.co/zHMSb5xIEo.

@AndrewRangeley been a minute since we talked about it on @YetAnotherValue pod. Thought you'd enjoy the update. Congrats btw.

fyi @Baup0stGOAT

[Choice Equities @Choice_Equities]

@cjazmitchell Congrats on the win Cory.

[Choice Equities @Choice_Equities]

@1MainCapital lol

[Choice Equities @Choice_Equities]

@bespokeinvest @grok what happened next for staples, iwm, mdy, qqq amd spy over next 1,3,6,12 months

[Choice Equities @Choice_Equities]

@BrokenMoats Judge brinkema said -paraphrasing- "we'll have something for you soon, but it'll be next year" sort of implies first half of Jan but frankly hard to know.

[Choice Equities @Choice_Equities]

Google with European behavorial remedies in place as of Dec 9th...👀

[Ari Paparo @aripap]

SCOOP: In response to the EU's findings against Google's ad tech business the company has already quietly rolled out changes to GAM to comply with the demands. UPR is dead, and Open Bidding's rev share is gone. More below in 🧵

[Ari Paparo @aripap]

SCOOP: In response to the EU's findings against Google's ad tech business the company has already quietly rolled out changes to GAM to comply with the demands. UPR is dead, and Open Bidding's rev share is gone. More below in 🧵

[Choice Equities @Choice_Equities]

@AggieCapitalist 👀lots of catalysts being unveiled

[Choice Equities @Choice_Equities]

@InvestSpecial @AboveAvgOdds @GWInvestors @massifcap @BrownAdvisory @davidein @HalvioCapital @MillerValue @kingdomcapadv Strong list there Dalius!

[Dalius - Special Sits @InvestSpecial]

41. @AboveAvgOdds (Value + SSI)
42. @Choice_Equities (Value + SSI)
43. @GWInvestors (Value + SSI)
44. @massifcap (Value + SSI)
45. @BrownAdvisory (Value)
46. @davidein (Value)
47. @HalvioCapital (Value)
48. @MillerValue (Value)
49. @kingdomcapadv (Value + Special Sits)
50. @RJInvMgmt (Value)
51. @BobRobotti (Value)
52. @TAMIM_A_M (Value)
53. @horosfunds (Value)
54. @CrossroadsOnX (Value)
55. @davidhpolansky from Immersion (Value)
56. @HorizonKinetics (Value)
57. @MattPetersonCFA (Value)
58. 13D Activist Fund (Special Sits)
59. Emeth Value (Value)
60. Rewey Asset Management (Value)
61. L1 Capital (Value + SSI)
62. Giverny Capital (Value)
63. Palm Valley Capital (Value)
64. Pelican Bay (Value)
65. Greiff Capital Management (Special sits)
66. Palm Harbour Capital (Value)
67. Jackson Peak Capital (Value + Special sits)
68. Silver Ring Capital (Value)
69. Kathmandu Capital (Value + Special sits)
70. Wedgewood Partners (Large cap value)

[Choice Equities @Choice_Equities]

Rick's Thanksgiving Surprise: A Friday Night 8-K for the Age $RICK, by @AndrewRangeley https://t.co/xYRFPgWNxv

[Choice Equities @Choice_Equities]

@OneOutof4 George Carlin?

[Choice Equities @Choice_Equities]

Thought we'd share an update to our presentation from Omaha this past May $MGNI
https://t.co/h59gwbPv0P

[Choice Equities @Choice_Equities]

the math is compelling /6

[Choice Equities @Choice_Equities]

Enjoyed attending US v Google Friday. Fun and educational. And super interesting to see how it's reported, and how agendas sometimes color the way the story is told. Long story short... Remedies are coming. Should be good for $MGNI, which looks really attractive here. /1 🧵

[Choice Equities @Choice_Equities]

Re $MGNI, a surprisingly defensible case shares could approach the $40s next summer is emerging, once investors start focusing on '27 ests. Company is on track for $1.70 of EPS in '27 already - before any antitrust market share gains follow, which add $.30 of eps for each 1% gain