Robert

[Robert @Muntebo_value]

@Roa15988 https://t.co/GuyMXqYblu

Select Call report from the drop down menu, search Truxton in the field Institution name and click Search banks.
Since it's a regulatory report it won't give you 2025 data and percentage changes so I usually look at last year's report to compare against.

[Robert @Muntebo_value]

A bit surprised Truxton didn't publish Q2 numbers yesterday. Call report is out for anyone who wants a sneak peek $TRUX

[Ronbo @Ron284Ron]

$THVB YTD eps. $4.02 vs. $3.82, YTD ROA 2.48 and REO 24.37, loans +13%, deposits + 15% https://t.co/TfWIB4mNZN

[Upslope Capital @UpslopeCapital]

Compare + contrast with ...

https://t.co/sUfa6zyRsm

[Andy @evfcfaddict]

This is what happens when a fund manager underperforms for too long…sad…

[Robert @Muntebo_value]

The Karelias keep grinding. I am genuinely convinced they are among the best operators in combustible tobacco today.

[Le Shrub🌳 @agnostoxxx]

We all know that in the Golden Age of Grift aka GAG ™️ , Wars should only be fought during the weekend.

Now we have to add a new category:

In GAG ™️, the latest LLMs can only be blocked by the Government during the weekend, and re-instated before futures open
🌳🥹🙏

[Lee Roach @leevalueroach]

The pink sheets are the last honest place left in American markets. No analysts. No earnings calls. No conference circuit.

Half the companies file annuals as scanned PDFs you have to rotate in Preview to read. The IR contact is a Gmail address that responds in three weeks if at all.

Some of these tickers haven't moved in 14 trading days. Some of them trade 200 shares a year. There is a holding company in Ohio that owns three industrial businesses, has paid a dividend since 1962, and the entire float is held by 400 people most of whom inherited it.

There is a Pennsylvania bank with $40M in assets per employee that has not had a down year since the Carter administration. There is a railroad you have never heard of that owns 8 miles of track and a piece of land in a city you have heard of.

The float is 18,000 shares. The CFO is also the chairman is also the guy who picks up the phone.

Nobody is coming to save these stocks. There is no catalyst. There is no narrative. There is just a balance sheet you can read in 20 minutes and a price that hasn't reflected reality since the second Bush administration.

I am not trying to get rich quick. I am trying to die holding shares of companies that the SEC has forgotten exist and the IRS has not.

[Peachtree Investments @peachtrees723]

New article on $OTCM.

The narrative on $OTCM is that growth has slowed. Here's what it misses — three underappreciated growth drivers and a tax law change that's temporarily depressing GAAP earnings.
https://t.co/G8kiamAcZP

[MrRatable @MRatable]

Did companies performatively “use the internet” in 1999? Were employees told to spend as much time online as possible?

[FrenchLynch @FrenchLynch]

OPA sur installux à 500€ par action initiée par l'actionnaire majoritaire.
Prime de 72.4% sur le dernier cours.

https://t.co/UAccwuTjRn

[Robert @Muntebo_value]

@IrvingsInvest Kan tänka mig att den marginalen innehåller mgmt fees och/eller royalty till svenska moderbolaget

[Robert @Muntebo_value]

@CigarButtz @TreyHenninger My crystal ball is no better than anyone else’s, but given what they wrote in the annual report, my guess is they will creep back to 10x and gradually allow organic deposit and loan growth to replace the wholesale deposits and securities.

[Robert @Muntebo_value]

@Bigga_pengar @2jjohan Ingen aning om hur intäkterna ser ut på diskretionära sidan, men måste helt klart ha varit ett lätt säljbeslut att ta när high water-mark ligger långt borta och kapitalet minskat från 0,9M till 0,3M i den f.d. flaggskeppsfonden med prestationsbaserad avgift.

[Robert @Muntebo_value]

Usually Karelia Tobacco would have published their annual report this week.

This is just speculation, but I believe the deadline for complying with the minimum free float req. under rule 3.1.4.4. is 2026-06-30. So maybe they have more than annual results to announce..?

[Robert @Muntebo_value]

@TreyHenninger @John42787646 @AaronHectorCFP I fear financial academia has short-circuited many peoples' common sense, especially regarding this topic.

Some people with academic merits, but less actual real world experience in investing, seem to believe agency problems or diminishing marginal returns doesn't exist.

[Ronbo @Ron284Ron]

$THVB 1st quarter eps. $1.86 vs. $1.58 ROA 2.44, ROE 24.66, deposits +9%, loans +12%, Announces a $5 mil. stock repurchase plan. Declares a divvy of $1.50. No financials. https://t.co/kCxtxOiNv5

[Robert @Muntebo_value]

Solid Försäkring kan kanske ge god avkastning från dagens kurs, någon verkar starkt övertygad om det. Själv tycker jag att det säger ganska mycket att de valt att sluta med aktieåterköpen på kurser över 100kr. Skolboksexempel på en spin-off a la Greenblatt.

[Robert @Muntebo_value]

The benefit of ignoring the zeitgeist to tend one's one garden has never been greater than today.