Philip

[Philip @CompoundAtValue]

@dipinvest @The_Pro_Invest Congrats

[Philip @CompoundAtValue]

@The_Pro_Invest @dipinvest Agree, ridiculous to brag about a 10 bagger and unwilling to share the name of the company. What’s the point?

[Philip @CompoundAtValue]

@rubicon59 I went through his portfolio last year and none of it made sense from a forward returns valuation perspective. Great if you held a bunch of companies that had multiple expansion but you can’t own companies irrespective of valuation

[Philip @CompoundAtValue]

@siyul When do you think they will get to $0.40 eps qtr?

[Philip @CompoundAtValue]

@NuggetCapital @Nick_duCat Iran’s only leverage and only play is closure

[Philip @CompoundAtValue]

@NuggetCapital I think everyone needs to look at this with a fresh set of eyes. This situation is unprecedented significantly in order of magnitude

[Walnut Ave Value @walnutavevalue]

$lnsr had acquisition offer for $14, FTC opposed due it being #2 and gaining share on Alcon #1.

Can be bought below $6 today.

[Philip @CompoundAtValue]

@MilkRoad @biancoresearch Where do we get the full interview?

[Philip @CompoundAtValue]

@ZanoCash @JoshYoung Unless if they want to maximize their negotiating leverage with the US with higher oil prices

[Philip @CompoundAtValue]

Should be a great test case for $ITECH. Hopefully they have some ships that are blocked in so we get a real world case study

[RAWenergy @WAR527]

DJT: "I had a GREAT telephone call today with the head of the HORMUZ BARNACLE ASSOCIATION, and opening of the STRAIT may be at hand due to my TREMENDOUS negotiating skill. He assured me that his BARNACLES will start detaching from the hulls of ships IMMEDIATELY, and that the whole process of CLEARING THE STRAIT should be completed in ...2 days. CONGRATULATIONS TO ME! DJT

[Philip @CompoundAtValue]

@DebraG_Robins I’d rephrase that, going to war with Iran and not preemptively seizing the straight of Hormuz has to be one of the dumbest decisions Trump had made

[Philip @CompoundAtValue]

@Mark4XX @bmbrigham What’s the best way to play this? Guess US refiners but which are best positioned when shortages force the market higher?

[Philip @CompoundAtValue]

@pernasresearch Just joking!

[Dalius - Special Sits @InvestSpecial]

Spent Saturday morning on Q1 2026 investor letters.

Cut the macro noise; kept the good stuff.

10 high-conviction ideas, a few that could multibag from here.

Let's dive in🧵

[Philip @CompoundAtValue]

@texasrunnerDFW The traffic is horrible there now too on the weekends as there is only one two lane highway to get there

[Philip @CompoundAtValue]

Wow the timing on the $CAR VIC short post is unbelievable. It almost 5xed in less than a month right after the pitch. Why I don’t short

[Philip @CompoundAtValue]

@JonahLupton @cekdrew It has an $11b market cap. Isn’t 10x 2030 ebit pretty reasonable to aspirational for a miner? What am I missing 🙏

[Philip @CompoundAtValue]

@jaysyoon Why didn’t they raise when the stock was $15 in November or Feb? Very poor timing

[Philip @CompoundAtValue]

@HarryBloke @KapitalesPage @ASX Maybe they didn’t want to release technical data prior to negotiating this deal?