Jamie Campbell

Victor Class of 2014, Bentley University Class of 2018

[Jamie Campbell @jacampbell17]

@JohnHuber72 @S_FG00 Sisecam Wyoming is being pushed further out on the cost curve to a place I was no longer comfortable owning. Mongolia and the sisecam pacific mine made me concerned enough that I sold. Could not justify that the bet was superior to pure play met coal operators. Great mgmt at NRP.

[Jamie Campbell @jacampbell17]

@dirtcheapbanks CIWV

[Surrender Index 90 @surrender_idx90]

BUF decided to punt to NE from the NE 41 on 4th & 8 with 10:39 remaining in the 2nd while losing 0 to 14.

With a Surrender Index of 16.06, this punt ranks at the 97th percentile of cowardly punts of the 2025 season, and the 95th percentile of all punts since 1999.

[chad burner @BootleggedChad]

4 days out from my life-changing surgery, @Aetna has denied the appeal for my brain surgery.

to be clear, when i signed up to aetna months ago, the coordinator had confirmed they would cover this surgery. then, a week ago, they said the surgery was too experimental/elective and denied coverage. we appealed. that appeal was just denied today.

now, my neurosurgeon is trying to do a peer-to-peer consult with someone at aetna to explain why i need it so we don’t lose the surgery date on monday morning. aetna is not being responsive.

this is sadistic and a violation of basic trust. please spread this so they can’t ignore it. they may not care if i live or die but people should know just what kind of company they’re dealing with. and please pray they are able to have a peer-to-peer consult with my neurosurgeon and have a change of heart.

[Nate Geary @NateGearySports]

Cole Bishop looked like Ed Reed on Sunday

[Jamie Campbell @jacampbell17]

@BruceExclusive Scary good point. There is a very good argument for bosa already. I suppose Rasul Douglas was pretty impactful in the year he was acquired as well.

[Peter DiBiasi @DibiasiPeter]

The last time the Bills faced the Chiefs in Buffalo

Josh Allen did this⬇️

#BillsMafia | #GoBills

[Jamie Campbell @jacampbell17]

@convexititties Given your thoughts on macro driving you to SNBR, would be curious to hear if you have thoughts on the Compass / Anywhere Merger.

Wary of execution / integration risk but given the 4.4x leverage at entry would think this would be another way to get to a similar high beta bet.

[PIK Toggle @piktoggle_]

Having interviewed 100+ associate / senior associate candidates for several well-regarded private equity funds, I would much rather blind hire a non-target over an Ivy League grad (ex. Wharton). Those individuals tend to be far less technically oriented and have serious problems with work ethic.

[Lee Roach @leevalueroach]

Of course that’s your contention. You’re a first-year deep value investor.

You just finished The Intelligent Investor, think net-nets are a cheat code, and you’re tweeting P/B ratios like they’re scripture.

Right now, it’s all about Ben Graham, "margin of safety," "cigar butts," you even printed out a checklist.

Next month, you’ll discover Klarman and start saying things like “risk is not volatility” in casual conversation.

By fall, you’ll hit Greenblatt, run a Magic Formula screen, and convince yourself you’ve reverse-engineered Buffett’s brain.

Next year, you’ll be at an obscure value conference in Omaha, pitching a furniture liquidation business with asbestos liabilities and calling it “unloved but cash rich.”

You’ll use terms like “mispriced optionality” to describe a company that hasn’t turned a profit since 1998.

You haven’t even begun to suffer yet.

You haven’t held a 0.4x book stock that got delisted to the Expert Market and now trades by appointment only.

You haven’t emailed IR five times with no response and still doubled your position out of spite.

You haven’t stared at a balance sheet so long you start dreaming in GAAP.

You think this is about numbers.

It’s not.

It’s about pain tolerance.

Come back when you’ve held garbage for five years, been diluted twice, and still called it a win.

Then we’ll talk deep value.

[Jamie Campbell @jacampbell17]

@BruceExclusive Any means to “adjust” QBR stat in instances such as this or just going to be captured by composite in other stats?

[Dan Fetes @danfetes]

Crazy [dumb] stat of the day:

Josh Allen had a HIGHER QBR against the Jets (83.9) than he did against the Ravens (80.2)

lol

*Thats because in ESPN’s metric, some of Allen’s performance vs BAL was considered during ‘garbage time’ (down 2 scores in the 4Q)

[n i k o l a e s t h e t i c @nikolaesthetic]

My gf agreed we can name our dog Jokic if I wake up with 20k followers.

She set an impossible condition because she really doesn't wanna name him/her Jokic. I don't ask for much, but I ask for this miracle.

[YardsPerPass @YardsPerPass]

This is a touchdown

#AcknowledgeHim

[Greg Vorse @GregVorse]

This ended in a touchdown pass

[Kevin Siracuse @kevin_siracuse]

Josh Allen’s reaction to no #Bills players making the NFLPA’s All-Pro team?

“Go Bills.”

#BillsMafia

[Kevin Massare @KevinMassare]

The officials had an atrocious first half.

Zero penalties on the Miami defense and just one hold on offense accepted. This crew should be NO where near the playoffs

[Matthew Berry @MatthewBerryTMR]

Lowers head and leads with head and its helmet to helmet.

[Janson @Janson2323]

“There is a 100% chance Buffalo misses the playoffs”

-@getnickwright

[Ashley Baker🗣🎙✨ @AshleyBaker_21]

Guess who’s NOT making the playoff this year?…

Book it.

#BillsMafia