Zsolt Jirka

Tracking how billionaire investors exploit corporate breakups and forced selling. Inspired by Buffett & Greenblatt.

Not financial advice.

[Zsolt Jirka @ValueRelease]

The SpaceX IPO proves that people love to buy stocks just because everyone else is doing it, no matter the price.

This is great news! It means there will always be awesome chances for us to buy good stocks at a cheap price before the crowd rushes in. 📈💸

[Zsolt Jirka @ValueRelease]

@ClarkinM Was fighting the contract in court an option here?

[Zsolt Jirka @ValueRelease]

Requirements changed from 500k to 2K
Price/ Revenue ~ 103

Why not change also P/E definition to Price / Elon which is 1.0
Looks super cheap and better then 0

For those who care about boring 🥱 P/E ratio

What can possibly go wrong here?

[Zsolt Jirka @ValueRelease]

Blackstone wants to buy $MICC the world's biggest ice cream company. Magnum. Cornetto. Ben & Jerry's. by 2028 after cost cuts — 12% yield on today's price your savings account is giving you what, 2%? maybe 3%? of course they want it

[Zsolt Jirka @ValueRelease]

wait so $FEC.TO looks like an oil company but it's actually a pipeline and port hiding in plain sight

$64M in cash coming in 2026. contracted. boring. cash.

market prices it like a risky oil driller

fair value ~$21 CAD. stock at $14

so are we getting the pipeline for free?

[Zsolt Jirka @ValueRelease]

@EdgeCGroup the interview gave me total Braun -Wirecard vibes—not because of the 'vision' talk, but because of the 'just trust the math' attitude. When a CEO acts like the numbers are a secret you have to go find yourself, makes no sense.

[Zsolt Jirka @ValueRelease]

@EdgeCGroup The way you put it, sir, reminds me of how Mario Gabelli also made a point about Ferrari. He argued that it’s not just a car company, but more of a brand. I see your thesis works out well.

[Zsolt Jirka @ValueRelease]

@EdgeCGroup My whole life I've only ever liked Coca-Cola, especially with flavors like Vanilla and Cherry. But since September 2nd, Pepsi has been my favorite. The taste of possible value releasing tastes so much better. $PEP

[Zsolt Jirka @ValueRelease]

@EdgeCGroup Great, you keep applying the pressure.💪

[Zsolt Jirka @ValueRelease]

@EdgeCGroup 💪

[Zsolt Jirka @ValueRelease]

@EdgeCGroup It's beautiful how you're pushing for change and fighting to make things better for all shareholders. Go @EdgeCGroup 💪

[Zsolt Jirka @ValueRelease]

@EdgeCGroup Berkshire Hathaway, with all its insurance knowledge, only invested $1.5B of its $350B capital in $UNH ($275B market cap). This "mini investment" makes me think they're not fully confident.

[Zsolt Jirka @ValueRelease]

@EdgeCGroup It's beautiful how the media spins this investment. Berkshire Hathaway has $350 billion on the sidelines and invests only $1.6 billion in UNH, yet we have to read about it everywhere.

[Zsolt Jirka @ValueRelease]

@EdgeCGroup Is this what he means with building the Modern-Day Berkshire. 🤷‍♂️Beeing less focused

[Zsolt Jirka @ValueRelease]

@Fidias0 💪

[Zsolt Jirka @ValueRelease]

What a beautifull announcement. Elliott Announces Shareholders Vote for Change at Phillips 66 $PSX @streamline66. Lets break this company up. Lets Go💪That would be great to see real numbers instead of misleading information from Mark Lashier in the annual reports. 🤣

[Zsolt Jirka @ValueRelease]

@EdgeCGroup @dferris1961 "You are so right, and I can't imagine selling $PSX with the proxy fight drama. Time would go by so slowly, and it would be so boring during May 🤣.

[Zsolt Jirka @ValueRelease]

@EdgeCGroup 🤣💪