Unemployed Small Cap Value Degen
@SFarringtonBKC
Writing a Substack until I find a job or the newsletter pays the bills. https://unemployedvaluedegen.substack.com https://www.youtube.com/@UnemployedValueDegen
I don't do a lot of marketing, but this one made me LOL. I had two professors from Northwestern.
So which stock is popping tomorrow?
Can't get back to $8 without visiting $3 first
$RIG > $3/share in 2025:
You remember how I was early (or wrong) about inflation?
Meanwhile: US money supply just reached all-time highs again.
I first wrote about $DOUG in June of 2024, already more than a double since then. They have a takeout offer at $4 which I believe the CEO will reject. Could go as high as $10 with rate relief. Up 7% today.
Are we back to red Fridays, green Mondays as traders avoid geopolitical risk?
I just bought some March 2026 $HTLD calls. Freight can't stay dead another 238 days can it?
Nice sensitivity breakdown, I'm barbelling $RIG and $ACDC
Some perspectives on $OIH fundamental betas based on this breakdown of revenue by source via Rystad/MS: The prevailing consensus among analysts (and FinTwit) seems to be: opex > capex gas > oil international > N. America upstream < mid or downstream Basically, avoid exposure…
I'm running out of conspiracy theories pretty darn fast
Poll: Nearly 90% economists, 89 of 100, say they are concerned about the quality of official US economic data, including 41 saying very concerned
I'm 99% sure that anyone pushing solar for the US is on team China
I trimmed some $SBSW, but I believe I'll be able to buy it back cheaper. I could be wrong
On June 9th I did a head to head on $ANF and $AEO. I chose $AEO, and now they have a hot new marketing campaign
My $BW probably not going to meme, but it should!
One for the history books!
LMAO Trump upsold Japan to $500 bil as the cameras started rolling.
In anticipation of tomorrow's potential meme, I wrote up $RKT's acquisition spree in April
