Aaron Sallen

Miami based fundamental investor. May have a position in stocks mentioned. Tweets are not recommendations.

[Aaron Sallen @aaronjsallen]

In my Q1 letter I discuss new positions in $HON and $FEIM and a brief recap of $BUKS

https://t.co/HPQu9bSUU8

[Aaron Sallen @aaronjsallen]

New $FEIM 3yr guidance is quite strong

[Aaron Sallen @aaronjsallen]

$FLXS with the 25% share repo ahead of Mexican VAT and IEEPA refunds...

[Aaron Sallen @aaronjsallen]

I get why $VCTR down on this proposal (massive equity issuance / hedging) to buy $JHG but if this deal were to go through it would be a homerun for shareholders

[Aaron Sallen @aaronjsallen]

In my Q4 2025 letter I discuss new positions in $JHG and $ACNT

https://t.co/R2tY7r1NUR

[Aaron Sallen @aaronjsallen]

$BUKS 🔥

[Aaron Sallen @aaronjsallen]

@Grainjones Also the B's are entitled to marginally higher distributions

[Aaron Sallen @aaronjsallen]

@Grainjones Yeah just liquidity and there is some weird restrictions on Class A voting if you own more than 10%

[Aaron Sallen @aaronjsallen]

If this isnt a red flag, I dont know what is

[Aaron Sallen @aaronjsallen]

In my Q3 letter I revisit $VCTR and discuss $AMWD / $MBC and the $BELFA / $BELFB cap arb

https://t.co/O6H7RTE3gb

[Aaron Sallen @aaronjsallen]

Whats going on with $ODP here. Must have some unprofitable contracts

[Aaron Sallen @aaronjsallen]

@Chokha19 No couldnt make it

[Aaron Sallen @aaronjsallen]

Lots of things to like from this $BUKS presentation
- Backlog is up to $53mm (+57% vs last reported figure)
- GCUs forecast to increase ~66%
- Potential uplisting to NASDAQ if stock stays above $2
- Quarterly calls to resume in Dec
- Repurchased another 800k shares since last Q

[Aaron Sallen @aaronjsallen]

@EarningsB4Hugs https://t.co/sA9IjveONe

[Aaron Sallen @aaronjsallen]

@Chokha19 Gun control units

[Aaron Sallen @aaronjsallen]

@OtterMarket $MCEM

[Aaron Sallen @aaronjsallen]

A press release announcing a tiny contract win cannot be a good sign

[Aaron Sallen @aaronjsallen]

@winsteadscap Oomph. Still wrapping my head around it. Costs are inflated and need to come down. Curious if they could sell a portion of receivables instead of doing securitization to free up capital.

[Aaron Sallen @aaronjsallen]

$CRMT at 0.55x TBV 👀

[Aaron Sallen @aaronjsallen]

This was an interesting disclosure from Gamco 13d $BELFB $BELFA