Seeking undiscovered future high ROIC companies. Stock discussion is not investment advice.
Las Vegas / Boston / Amsterdam
Joined June 2012
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Enjoyed AndyFest Vienna 2026 @evfcfaddict so much that I’ve temporarily modified my X address until the conference glow up fades.
I’m no longer Jason … I’m EuroTrack180.
Putting aside correlation - causation issues, perhaps we should see unmarried, sexless Koreans margin-maxxing KODEX Leverage ETF as a nationwide cry for Saturday night Netflix, Thrill & Chill.
[50% Koreans never married in their 30s now vs. 13% in 2000; TFR now +/- 0.80.]
Miami: When Malcolm Gladwell wanted to learn about health care fraud, he came here. He labels us the Medicare Fraud Capital of America!
Las Vegas: Park my Ferrari.
Wound care fraud, of course.
A Las Vegas nurse practitioner bought a $594,000 Ferrari and a $4.6 million beach resort in the Philippines while allegedly running a $906 million fraud scheme that targeted elderly hospice patients for unneeded procedures.
Marizel Yukee has been indicted in the biggest health care fraud takedown in US history.
Feds seized 8 cars, $467K cash, and several Nevada properties — including a house on (no joke) Money Street in Pahrump.
Finally, a Millennial tells a helicopter parenting story a Gen Xer can wholeheartedly endorse.
Here is a talk I gave last week at @PlanetMicroCap titled "Obsession". Hope you enjoy it.
microcapclub.com/obsession/
Don't be the Cotton Candy Fries guy.
Not at the stadium and not at the Venture Exchange.
Cotton candy fries topped with blue mayonnaise and cotton candy at Toronto Bluejays @BlueJays
🇨🇦 $12.49 (£6.76) ⚾️
Will check in a year to see if $AVN.V Avanti Helium truly are Venture Exchange cotton candy fries.
"Mijnheer, thank you for this commission. Shall I paint the Temptation of Christ? A portrait of the mathematician Christiaan Huygens? Or perhaps a bucolic pastoral scene for your collection?"
"No, no, no, Teniers. A smoking monkey. With a funny red hat, something frenchy."
"We do not need your American counsel on marketing. Antwerp, jewel of the Low Countries, has thrived as a nexus of commerce and culture for centuries before your upstart republic even stirred from its colonial cradle."
"Well, let's agree to disagree."
I bet Swedish squirrels have migrated to nicotine pouches.
$NREST Nordrest Q4/25 very strong due in part to substantial organic growth in Defense (includes MRE) and Orifo (MRE ingredients) acquisition.
What's great about Nordrest is that unusual combo of low-ish margins + modest working capital generates excellent economics.
I pitched Nordrest at @evfcfaddict's September 2024 Woodstock online pitch session (see below). Fortunately, additional research allowed me to downgrade my MRE segment concerns.
Nordrest $NREST is still fairly illiquid (<20,000 shares trading daily at now SEK 300/share.)
Dividend in 2026 (based on 2025 results) increasing to SEK 8.50/share from SEK 5. Add in SEK/USD strength ... I'll take it!