Small/midcap US equities. May have a position in securities mentioned. Please see website for important disclosures.
Raleigh, NC
Joined March 2018
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@SumZero Good to be back for the 2026 Top Stocks competition. Love to see another winner. Link to SumZero $MGNI pitch here: choice-equities.com/wp-conte….
@AndrewRangeley been a minute since we talked about it on @YetAnotherValue pod. Thought you'd enjoy the update. Congrats btw.
fyi @Baup0stGOAT
Choice Equities retweeted
A big day for @AndrewYAVB - congrats on the new gig!
Many years of consistent time and effort at YAV, and as a result he created something unique and valuable. Nothing better than deserved success.
yetanothervalueblog.com/p/fa…
Choice Equities retweeted
SCOOP: In response to the EU's findings against Google's ad tech business the company has already quietly rolled out changes to GAM to comply with the demands. UPR is dead, and Open Bidding's rev share is gone. More below in 🧵
Choice Equities retweeted
41. @AboveAvgOdds (Value + SSI)
42. @Choice_Equities (Value + SSI)
43. @GWInvestors (Value + SSI)
44. @massifcap (Value + SSI)
45. @BrownAdvisory (Value)
46. @davidein (Value)
47. @HalvioCapital (Value)
48. @MillerValue (Value)
49. @kingdomcapadv (Value + Special Sits)
50. @RJInvMgmt (Value)
51. @BobRobotti (Value)
52. @TAMIM_A_M (Value)
53. @horosfunds (Value)
54. @CrossroadsOnX (Value)
55. @davidhpolansky from Immersion (Value)
56. @HorizonKinetics (Value)
57. @MattPetersonCFA (Value)
58. 13D Activist Fund (Special Sits)
59. Emeth Value (Value)
60. Rewey Asset Management (Value)
61. L1 Capital (Value + SSI)
62. Giverny Capital (Value)
63. Palm Valley Capital (Value)
64. Pelican Bay (Value)
65. Greiff Capital Management (Special sits)
66. Palm Harbour Capital (Value)
67. Jackson Peak Capital (Value + Special sits)
68. Silver Ring Capital (Value)
69. Kathmandu Capital (Value + Special sits)
70. Wedgewood Partners (Large cap value)
Rick's Thanksgiving Surprise: A Friday Night 8-K for the Age $RICK, by @AndrewRangeley open.substack.com/pub/yetano…
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Thought we'd share an update to our presentation from Omaha this past May $MGNI
choice-equities.com/wp-conte…
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Enjoyed attending US v Google Friday. Fun and educational. And super interesting to see how it's reported, and how agendas sometimes color the way the story is told. Long story short... Remedies are coming. Should be good for $MGNI, which looks really attractive here. /1 🧵
Re $MGNI, a surprisingly defensible case shares could approach the $40s next summer is emerging, once investors start focusing on '27 ests. Company is on track for $1.70 of EPS in '27 already - before any antitrust market share gains follow, which add $.30 of eps for each 1% gain
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Choice Equities retweeted
Podcast #269 is up!
@Choice_Equities updates his $CROX thesis and talks a little $MGNI
yetanothervalueblog.com/p/ch…
1Q letter up. Take a look. $HEES, $PAR (mafia), $CROX (viral cups > shoes?) choice-equities.com/wp-conte…
2023 Q2 letter on the site. Some updates and a few new ones... $STGW, $PLCE and $MGNI, again, and a look at $AAPL and the law of large numbers.
choice-equities.com/wp-conte…
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