Mark Melvin

[Mark Melvin @valuefisherman]

@firstadopter When expectations become bearish, and you have reasonable confidence that it’s short term, that is the time to buy. Google doesn’t have to lead the LLM race to be an AI winner. Their cloud business and distribution advantage continue to be under appreciated. 2022 all over again

[Acorn Capital @acorn_capital]

🐐 - $TPL

[Mark Melvin @valuefisherman]

@aakashgupta @grok what is this song playing

[Mark Melvin @valuefisherman]

@_ROB_29 @grok is this AI generated

[Mark Melvin @valuefisherman]

@leevalueroach Waterbridge. Largest water infrastructure in the Permian Basin, 30% + ROIC, physical moats, sister companies Powerbridge and Landbridge teeing up Data Center buildout. 3:10 value is best resource on this on X, he’s got some great deep dives on it.

[Mark Melvin @valuefisherman]

@leevalueroach What have you found to be a credible return target annually using deep value microcap approach knowing what you know from others like yourselves using this approach? I know Dirtcheap is crushing it at 50% returns. Have you been tracking in the 20% + range?

[Mark Melvin @valuefisherman]

@manly_mentor @grok is this AI

[Mark Melvin @valuefisherman]

@HorizonKinetics @JohnHuber72 @AKWilk NRP

[Mark Melvin @valuefisherman]

@long_equity Home Depot and Lowe’s

[Mark Melvin @valuefisherman]

@crowdturtle @JohnHuber72

[Mark Melvin @valuefisherman]

@Similarweb @GoogleDeepMind @GoogleLabs @GoogleAI @NotebookLM @GeminiApp @DavidSacks @chamath @Jason

[Mark Melvin @valuefisherman]

Buzz and Woody join as guests on the All In Podcast….

[Mark Melvin @valuefisherman]

Hot take from Middle Earth between Gandolf and Bilbo on Waymos cruising the streets of Atlanta…..

$goog $googl

[Mark Melvin @valuefisherman]

My first substack post, tune in, especially my fellow investors…

https://t.co/pxmIsyfmKZ

[Mark Melvin @valuefisherman]

@Adam_Wyden NRP