$EROC $RSO $CBPO $SDBK $YGII $YUII $HEK and some others
SGZH - interesting opportunity, cheap, growing, contacted company - but what about the future and is it cheap enough? trtn - no revenues uve - not cheap enough cga - google's market cap is outrageous. people are idiots. way better deals in my stocks. hek - large opportunity, risky. not my bag of tea, tried contacting them, no answer. ygii - dop opportunity ending. too expensive for me. cxdc - google lies, not supremely undervalued yuii - no brainer double, but i need more than that cbpo - better 8 months ago sdbk - bottoming behavior, only 300% upside, not interested, could be an easy double with research sgas - digging deeper some shippers: gsl - fools don't understand this value play. $30M in income and market cap of $80M - Can you see what I see? plus it's growing as far as i can tell i need to dig through SSW, ONAV, and ULTR EROC - haha, wow. you kidding me? hilarious. guidance reaffirmed and no takers. rso - 30% yielder to sit and wait. interesting. nrf - another good real estate idea sfi - too risky for me gkk - not interested mpg - how on earth did the price ever get so high when it was red red red? llfh - no duh, yes lpih - ditto wemu -ditto cbpo - cheap, growing, uplistable, but not ultra cheap. good find chbt - seems expensive to me. sdth - ditto CAGC - not cheap enough CWSI - ditto SVA - ditto CSKI - not cheap enough
Enjoyed this? Get more like it.
Glen's Musings — AI, investing, and building things. Occasional. Free.
Related Posts
Keep Exploring
Glen's Track Record
Full performance history from 2008 to present.
Read moreCurrent Positions
What Glen actually owns — every ticker, every share class.
Read moreFanniegate: The Full Story
The largest fraud in American capital markets history.
Read more157 Billionaire Profiles
What the world's most successful people got right.
Read moreDisclaimer: This blog post reflects the author's personal opinions at the time of writing and is not financial, investment, or legal advice. Glen Bradford holds positions in securities discussed on this site. Past performance is not indicative of future results. Do your own research and consult qualified professionals before making investment decisions. Some content on this site was generated or edited with AI assistance.