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[CBS News @CBSNews]

Hillary Clinton said former President Joe Biden made a “terrible mistake” by running for reelection in 2024, arguing another Democratic nominee would have defeated President Trump had the party held a competitive primary.

“He made a terrible mistake for himself, his legacy and for the country,” Clinton said. “... I think it was a terrible miscalculation on the part of President Biden.”

[Maj Soueidan @majgeoinvesting]

What you should know about $PPIH:

- The Iran / U.S. war has paused contract releases from large record Middle East backlog
- New little known data center business slowly inflecting
- An end to the war will meaningfully catalyze $PPIH, as both areas inflect together.
- Quarterly EPS run-rate goes back to at least 55c
- Large upside to ~$60 as P/E re-rates from 15x to 25x… at the same time EPS grows
- Short-term investors who just sold on weak Q1 print will buy it back.
- You can sell it back to them.

[The Scarcity Trade @ScarcityTrade]

Kinda wanna buy more $TSSI tomorrow on the back of $DELL

[Maj Soueidan @majgeoinvesting]

https://t.co/wLKW8f60Rr has been officially released. Find companies near you.

Some use cases:

-Map out site visits
-While you’re at a conference, find Cos not attending that you want to meet
-Find companies near your home base (idea discovery)

Still working out some kinks

[stocks @SCMRE111]

$BOSC I think this is the only defense stock hasn’t preformed. And meanwhile their B/S is pristine. Rev/eps growth stellar and at 8x p/e the valuation is extremely attractive

[In. Specter @Im_Specter]

$BOSC Devrait profiter de la publication d’Elbit. L’entreprise reste massivement sous valorisée.
Des annonces de contrats pourraient aider…

[stocks @SCMRE111]

@SpeakerJohnson FACT: Obama did this and actually got them to stop enriching uranium past 3.67%, with inspectors on the ground and cameras on the centrifuges.

Trump tore that up.

[stocks @SCMRE111]

Indiana hasn’t been relevant for 30 years. Since the 80’s. (May Alma mater). One good year since in 2001. Louisville should replace IU

[Jake! @JakeAndBall]

@JamieShaw5 Gonzaga is 10000000% not a blue blood. I also do not think Arizona is. Michigan is questionable. Kansas, UNC, Duke, Kentucky, UCLA, Indiana.

[Matt Zenitz @mzenitz]

Former Kansas star forward Flory Bidunga, who committed to Louisville April 12 but has been going through the NBA draft process, has now signed with Louisville, @chris_hummer and I have learned

[stocks @SCMRE111]

@YodaStockInvest $POWW

[stocks @SCMRE111]

@BPegLeg @YodaStockInvest Why?

[everyonehatespoetry @everyonehatesp1]

$PEW printed Q1 26 results:
_Revenue $26.0M (vs consensus $24.5M), +11% YoY, ahead of 2% industry growth
_Gross profit $2.8M, +23% YoY
_Adj. EBITDA -$2.0M (vs consensus -$2.4M)
_Adj. EPS -$0.06 (vs -$0.08)
_Bought back $2.4M of stock

Normal quarter but what gets very exciting is the commentary. I'd highly encourage listening to the call.
I want to highlight two big things.

1 - Massive optionality developing in the legalization of direct shipments of firearms to consumers' homes.
Quote from the Q1 26 call:

"The ATF has proposed new regulations that would allow certain firearm transfers to occur remotely, with federal background check requirements still met through secure identity verification. If finalized, lawful consumers could complete the full compliance process remotely. That includes direct to home firearm delivery within an approved framework.
This could be the most significant change to firearms retail distribution in decades. Importantly, the infrastructure required to operate in this environment is complex. As currently proposed, the new regulations require remote identity verification, meeting federal standards, seamless integration, advanced compliance systems, secure record keeping, and the operational ability to execute all of it accurately at scale. Grab a gun is uniquely positioned for this opportunity.
For more than 15 years, we have built the Digital Infrastructure and Compliance Foundation required to support highly regulated online firearm transactions. Few companies are positioned to adapt this quickly if the rules change, regardless of regulatory outcome."

This could both skyrocket the penetration of e-commerce platforms like GrabAGun, but also be a MASSIVE tailwind for PEW Logistics, since the main pushback would be that you still need the buy in of dealers to take delivery of weapons. If that's no longer the case, the odds of PEW Logistics being the back-end infrastructure of all the gun manufacturers going DTC go wayyy up.

2 - Solid commentary that gives me better comfort they won't blow the cash:
" We're not in the business of overpaying to hit arbitrary growth targets.
The strength of our balance sheet gives the luxury of patience. We can wait for the right assets at the right price, rather than chasing deals that don't make strategic or financial sense."

I want to remind people you're paying less than $0 for the business, and also that -$2M of EBITDA isnt actually cash burn, EBITDA excludes the large amount of interest they earn on their cash.

[stocks @SCMRE111]

Add $KINS trading around 5-6x , fantastic mgmt. 40m in cash, 0 debt and will do 2.50- 3.00 in eps in 2026.

[Andrew Marshall @AndrewM61370616]

Insurance is just starting to look too cheap - names like $KNSL $PGR $AIG $NMIH $ACGL $AJG just seem to be cheap here to the point that I feel I may be missing something. I guess the mkt is pricing in a lot of these cos seeing more competitive pricing/not being able to raise prices? Does anyone have a reason why this industry has lagged so much?

[Dalton Pence @dpence_]

think there’s a legit pathway for Boyuan Zhang to become an immediate contributor as the backup to Karter Knox next season for Louisville

[stocks @SCMRE111]

$CURI agree and hope your right

[stocks @SCMRE111]

@MarioNawfal Is that $XPEL paint protection?

[Common Sense Investing @onecentinvest]

Kingstone share price is down on Q1 earnings, but the underlying company is showing improvement. The headline numbers are weak as they are an insurance company with 11 "winter events" in the quarter $KINS

[Kingstone Companies Inc. @KingstoneKINS]

$KINS Q1 2026 (when you look at what we can control):

Underlying Combined Ratio: 88.3% (improved 5.1pts)
Direct Premiums Written: +20%
Net Premiums Earned: +28%
Net Investment Income: +63%

It's still working: https://t.co/xYMbBru15Y

[stocks @SCMRE111]

$LNSR finally back above 20dma. Next stop is 50 dma at 7.13. No doubt they will recover from the $ALC distraction. Not if but when

[stocks @SCMRE111]

$RMCF That wld be a big win

[stocks @SCMRE111]

2x TTM REVS = $6