Semaj serrot

Value investor

[Arman Tsarukyan UFC @ArmanUfc]

Can’t wait 😂🤫💰

[Department of State @StateDept]

Under President Trump, the State Department is defending the integrity of U.S. citizenship by ending illegal birth tourism schemes.

No foreigner is permitted to obtain a visitor visa for the primary purpose of acquiring U.S. citizenship for a child by giving birth in the U.S.

[Fox News @FoxNews]

BREAKING: Karmelo Anthony has been sentenced to 35 years in prison.

Anthony was found guilty of murder on Tuesday for the stabbing death of Austin Metcalf at a high school track meet.

He will be eligible for parole after half time served.

[zerohedge @zerohedge]

*US PLANS TO ANNOUNCE CITIZENSHIP REVOCATION PLANS ON MONDAY:CBS

[Adriana M @AdrianaTX1m]

¿Qué cambio tendrán estos tatuajes cuando su piel tenga 70 años?

[Hugo Navarro @HugoNavarroPer2]

Enviri Corporation ($NVRI), a $3B special situation closing June 1, 2026 where the real opportunity is the stub left behind. Veolia is buying Clean Earth for $3.04B all-cash. Shareholders receive $15 per share plus 0.33 shares of New Enviri (two industrial businesses: steel-mill services + rail). At today's NVRI price, the market is paying just 4.5x EBITDA for that stub. Peers trade at 7-8x. Strategic buyers have paid 12.5x for similar rail assets.
Here's why this could be a multibagger:
After four years of crushing pressure on European steel, the cycle is turning. EU 2025 crude steel production hit 125.8 Mt, ~20% below pre-pandemic. Harsco Environmental margins compressed from a 20.3% peak in FY21 to 16.9% in FY25. The market is treating this as the new normal. It isn't. CBAM's definitive phase went live January 1, 2026. EU steel safeguards take effect July 1, with a 47% quota cut and a 50% out-of-quota tariff. ArcelorMittal (HE's largest customer) said in its Q3 2025 release these measures "can provide a solid foundation for our European business to earn its cost of capital."
Inside the stub. Harsco Environmental: a 173-year-old on-site steel-mill services business. 25-year average customer relationship, 85% renewal rate, 50% EAF customer mix (insulated from the BF/BOF terminal-decline narrative). HE absorbed only a fraction of steel-producer EBITDA volatility over the last cycle (HE indexed 92-125 vs steel producers 138-382). Direct precedents: Apollo bought Phoenix Services at ~7.5x. Befesa trades at 7-8x. Mid-cycle EBITDA $200M, vs $172M trough.
Harsco Rail: 50+ year average tenure with top customers, 70+ country installed base, 39% aftermarket revenue at 2x equipment margins. The drag isn't the business, it's three legacy fixed-price ETO contracts signed pre-COVID running off mechanically (SBB ~92% complete, DB Netz renegotiated, Network Rail in exit talks). Once they complete, working capital reverses and Rail returns to $30-40M EBITDA. Wabtec just paid 12.5x for Dellner Couplers in a similar setup.
The mispricing setup. New Enviri doesn't qualify for the S&P SmallCap 600 or Russell 2000. Index funds become forced sellers on June 1. Special-sit funds that bought for the deal collect the cash and leave. Sell-side coverage halves through a spin and takes 1-3 quarters to re-initiate. A sub-$500M micro-cap with two cyclical businesses and no immediate FCF is not a trendy thing to own.
Downside is structurally protected. Net debt at 2.0x FY26 EBITDA, with $130M of restricted cash returning over 2027-2029 as Rail contracts complete. New CEO is a former M&A attorney; new CFO came out of retirement. This team is telegraphing a sale.
The math. Probability-weighted upside: +289% from the current implied stub of $12.73 per NE share over a 2-3 year horizon. Conservative case still pays +124% at a 6x multiple. Sale Realized scenario delivers +383%.
You're paying for a 4.5x trough EBITDA industrial stub at the bottom of a four-year cycle and getting the regulatory tailwind, the Rail mean-reversion, and a likely sale process for free.
Full deep dive on Undervalued and Undercovered.

[REBECCA O’CONNOR 🆘🟧 @NoAppleIndian]

@nypost GP!!

[Robinhood @RobinhoodApp]

📅 Set your reminder. June 4: The PDT rule will be eliminated, and the $25,000 minimum account balance requirement will officially end.

What it means for you: We will be wiping all past PDT flags clean. Soon, customers will be able to trade on Robinhood without worrying about day trading limits again.

[RAPOLOGY @iRAPOLOGY]

#SauceWalka says f**k his own son, admits to backdooring his baby mama and claims he would get #Drake's car sh*t at while crashing out in his BM 👀😳‼️

[FearBuck @FearedBuck]

RIP John West — he passed away recently from natural causes.

John West was an autistic adult who had been abused and neglected by a previous caretaker. Des (@/waxesbydes_) found him in poor conditions, became his legal guardian, and took him in. Under her care, his health and life improved significantly. He gained independence, worked, attended college, and enjoyed family time with Des and her daughter Eliana. He had autism plus other serious underlying health issues.

[IG @urfaveztea @urfavezbeforeig]

Diddy with the shrimp dick 🦐 🤣 https://t.co/2m4gn0PHP6

[jumon.eth 🇵🇷🕷 @exJumon]

@escapefrommelos I may have misremembered https://t.co/37fNyueOBF

[Alex Lanfranconi @AlexLanfran]

Florida has launched a property tax savings calculator!

See how much you would save under the Governor’s proposal here:

https://t.co/RuAV4vUuSU

[Chris Nelson 🏝️🇺🇸 @ReOpenChris]

🚨Governor DeSantis says there will be an ONLINE CALCULATOR where residents can type in their address and see how much money they will save from property tax elimination!

[Blind Bear 🐻🕶️ @BlindBearMedia]

If you saw a free $2,799.02 on the ground would you pick it up?

I would.

[Polymarket @Polymarket]

NEW: Colombian presidential candidate “The Tiger” De La Espriella promises 10 mega-prisons, drawing comparisons to El Salvador’s CECOT.

67% chance he wins Colombia’s presidential election.

[*Walter Bloomberg @DeItaone]

$HOOD - ROBINHOOD LAUNCHES TRUMP ACCOUNTS APP

Robinhood has released its official Trump Accounts app.Parents can now open a Trump Account to invest in their child’s future.
Eligible children born 2025–2028 will receive a $1,000 starter contribution from the U.S. Treasury.
The app is available for download today — a major step toward long-term financial security for millions of kids.

[Chris Nelson 🏝️🇺🇸 @ReOpenChris]

🚨Governor DeSantis says transplants from other states will have to PAY TAXES FOR FIVE YEARS before they are eligible for property tax elimination under his proposal to prevent mass migration.

FLORIDA IS FULL!

“If this passes and everyone can just move here and then claim the no tax, well that's not going to make it as good for Floridians. And so what this does is it says if you establish residence after this passes, that we can insist on up to FIVE YEARS of you paying tax under the old system like all the Floridians have been doing for all these years, then you can qualify for what we're doing.”

[The White House @WhiteHouse]

Today, we remember a legend.

On this day in history, Harambe would have celebrated another birthday. An icon that became part of internet history, American culture, and an entire generation’s timeline.

Tomorrow marks 10 years since we lost him. Ten years since the moment the world stopped scrolling and collectively mourned something bigger than a meme.

He became a symbol of loyalty, strength, chaos, unity, and the strange beauty of the internet bringing millions of people together for one cause: never forgetting Harambe.

Everyone remembers where they were when they heard the news. And somehow, a decade later, his legacy still lives on.

Gone, but never forgotten.
Rest easy to a true patriot. 🕊️🇺🇸

May 27, 1999 — May 28, 2016
Forever in our hearts.

[Ron DeSantis @GovRonDeSantis]

Today in Tampa, I outlined the Save Our Homes from Excessive Property Taxes plan that will eliminate taxes on homesteads. 

Property tax revenue collected by local governments has nearly doubled in the past seven years (from $32 billion to $60 billion) and is expected to reach an astounding $83 billion by 2032.

Florida homeowners need relief. Now is the time to stand up for taxpayers, enact a historic reform, and save the home of every Floridian.