billyvalue1

[billyvalue1 @billyvalue1]

@AllVentured @philoinvestor Would you share the deep value names you are thinking of?

I am in some of the names I know you are interested in, such as $nmm. I am getting very concentrated though, could use a little more diversification.

[billyvalue1 @billyvalue1]

Interesting to see $crwv and $docn showing up on #openrouter. Both serving #deepseek plus a few other llms. Let's see how the pricing for inference trends

[billyvalue1 @billyvalue1]

@edzitron @AllVentured I see all of the videos comparing Kimi K3 to Fable and the test are 'neat', but not really useful.

[billyvalue1 @billyvalue1]

@James56487175 What are your views on $tnk? I have way too much allocation to $nmm, so trying to get a little diversification. Factoring in that $tnk is net cash 1 BUSD and spot trading in this environment, it looks interesting to me.

[billyvalue1 @billyvalue1]

@CnnCesspool @AyusoValue Will be closing in on 25% LTV, at these rates will reach it in 2h2026. She owns the rights so it is in her interest.

[billyvalue1 @billyvalue1]

@CnnCesspool @AyusoValue With major buybacks the eps will be at 5 pretty soon. Especially if dry bulk rates stay where they are

[billyvalue1 @billyvalue1]

@christankerfund Do the calculations on Q2 based on what is already booked? The numbers are ridiculous. Makes the $1 dividend look even worse. Hopefully on the CC $tnk explains why they have so much cash.

[billyvalue1 @billyvalue1]

@christankerfund Q2 beating Q3 and Q4 futures!!! Change in seasonality?

[billyvalue1 @billyvalue1]

@AllVentured Would have been better if he mentioned $nmm and talked about the possibility of $ten rerating. Just because $ten has not rerated yet doesn't mean it won't happen. Also $ten does pay a pretty good dividend.

[billyvalue1 @billyvalue1]

@Kelly1010x @trend_bullish @BisonInsights Which stock do you think is the most undervalued currently?

[billyvalue1 @billyvalue1]

Anyone know if $vet.to is shipping oil from Australia?

[billyvalue1 @billyvalue1]

@Shipping_VIE I thought 10b5-1 plans were just to sell stocks...great to see it used for buying $nmm

[billyvalue1 @billyvalue1]

@piloly Any idea how available inventory is trending compared to the same date in 2025?

[billyvalue1 @billyvalue1]

Interesting around min 16 $nmm. How long will he resist getting involved, calling Navios out by name? https://t.co/Wtm7Ww7ips

[billyvalue1 @billyvalue1]

@ElectrekCo @EVPeteJohnson Article about Q3. I did not see a mention of the 4k used ev credit. This could have been a pretty big driver for Q3.

[billyvalue1 @billyvalue1]

@joeriwestland @christankerfund With LTV trending in the right direction $nmm buybacks could accelerate!!!

[billyvalue1 @billyvalue1]

@christankerfund It should be interesting to see $nmm LTV when the announce earnings. If they can refinance some debt and get closer to the 20-25% range the fun could begin.

[billyvalue1 @billyvalue1]

@AyusoValue Don't forget $nmm. With the discount to NAV the Capes and VLCCs are free.

[billyvalue1 @billyvalue1]

@christankerfund Nice timing for $NMM to move the two VLCCs from long-term contracts to spot.