SM

"A firm's income statement may be likened to a bikini - what it reveals is interesting, but what it conceals is vital"

[SM @SM_Advisors]

@ProfRobAnderson what’re the property tax obligations and what are the avenues to generate either income or price appreciation?

[SM @SM_Advisors]

@grkportfolio @coralcoral55984 what's Grok's thesis for MTZ?

[SM @SM_Advisors]

@EdgeCGroup they probably replied “aggressively” because you sound like an ahole. What is your suggestion, these people are actively trying NOT to “adapt with markets”? There is nothing controversial about the idea of intrinsic value, you act like VI guys use the newspaper to get stock quote

[SM @SM_Advisors]

@UncleAlpha007 who came up with these timeline? source pls

[SM @SM_Advisors]

@HayekAndKeynes inflation adjusted?

[SM @SM_Advisors]

@Biotech2k1 sorry, I'm slow - equity value is $6.7B in the market right now; what do you ultimately think its worth? Thanks for sharing

[SM @SM_Advisors]

@saltadogato what's happening afterhours, is someone buying them or something?

[SM @SM_Advisors]

@Adrian_H thanks!

[SM @SM_Advisors]

@FT all the rage, bankers are making out well with all these deals

[SM @SM_Advisors]

@M_McDonough remind us, what is the technical definition?

[SM @SM_Advisors]

Thinking about the 9% of $ONEM's float that was short going into today. Hope everyone made it out safe; reminder of what can happen on any given day

[SM @SM_Advisors]

@Fred_McFeely interesting - is this using the weekly CFTC data or something else?

[SM @SM_Advisors]

@chrissyfarr to be fair they now have a crappy primary care line. They will likely take another swing at this down the road

[SM @SM_Advisors]

$NEO names a full time CEO. Chris Smith, former CEO of $OCDX. Oversaw the IPO and eventual merger with $QDEL back in May

I wonder how much they had to offer in share incentives - the company has been a total mess over the past 6 months but could be interesting at this point

[SM @SM_Advisors]

@TheStalwart @IvanTheK Bring back Deal of the Week. I know you had zero involvement in that but you’re a big wheel over there - make it happen!

[SM @SM_Advisors]

@CapitalHousecat @mergerpie Cheap for a reason IMO. I’m sure there’s a fund out there who thinks only they can fix it but that business is an absolute mess

[SM @SM_Advisors]

@DeItaone that was fast

[SM @SM_Advisors]

@Schuldensuehner Check out $XBI

[SM @SM_Advisors]

@lblegend33 About to cross into oversold on RSI. Do I dare call a bottom?