$1,000 follows their calls into $1,033
Mike@Mike10947310Jay has done some great OSINT on new documents and developments in here and as recently as yesterday. It does seem like they are winning major work (finally)
Jay Yoon@jaysyoon1. I have just released a bullish report on Perma-Fix Environmental Services. Based on 1) a massive inflection in financial performance that is set to begin over the coming months, and 2) a recent large undisclosed contract win that the market is completely unaware of, I believe
Mike@Mike10947310Great call — still criminally underfollowed
Heady Creek Research@Heady_Creek$RXO - Time for the Coyote to Howl Morgan Stanley is hosting its annual Industrials Conference in Laguna, CA. Yesterday, after the close, $JBHT presented to investors and noted a severe spike in inflationary costs to run their truckload business, including driver pay and
Mike@Mike10947310What’s the best non obvious disintermediation threat from Muse? Uber is obvious… I really don’t care about more than get me from point A to point B when using Uber/Lyft/Empower/Waymo/Curb etc. Muse seems bad for Uber bc $UBER almost always (in my exp) is more expensive. But I
