Small/midcap US equities. May have a position in securities mentioned. Please see website for important disclosures.
Raleigh, NC
Joined March 2018
- Tweets143
- Following411
- Followers1.1K
- Likes249
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)
Choice Equities retweeted
Podcast #269 is up!
@Choice_Equities updates his $CROX thesis and talks a little $MGNI
yetanothervalueblog.com/p/ch…
Choice Equities retweeted
‘23 3B John Emendorfer(@BaylorBase) has been barreling balls all week & has athletic actions in everything he does. Picture perfect load w/ core+chest to keep the hands loose+active & upper half square. Sweet swing that covers entire zone. @PBRTennessee
Choice Equities retweeted
Fortunate to have spent the better part of the week with 22 of the most thoughtful and talented investors around. They are even better people. We break down several companies, eat and drink too well, and simply enjoy each other's company. This was our 9th annual gathering. 1/
