Dylan Marrello

Dylan Marrello@ragingbullcap

$VBNK Another impressive print. The more time I spend with this, the more I am coming to view Dave Taylor as an "Outsider" caliber CEO. Don't think the market appreciates the right-tail of what is being built here.

tweeted Thu, Sep 3 · counted from Fri, Sep 4 close

Dylan Marrello@ragingbullcap

$CLMT Incredible how many independent pieces of the fact pattern have resolved into blue sky outcomes for this equity in 2026.

tweeted Tue, Sep 1 · counted from Wed, Sep 2 close

Dylan Marrello@ragingbullcap

$RDI Took so much heat for this one but here we are. Contrary to everyone's expectations, management have actually done a terrific job on expense control: this sub-scale cinema network just printed an EBITDA margin in-line with Cineplex's (perhaps more an indictment of the latter

tweeted Tue, Aug 25 · counted from Wed, Aug 26 close

Dylan Marrello@ragingbullcap

$LB Accumulate acrage in West Texas and sit tight

tweeted Thu, Aug 20 · counted from Fri, Aug 21 close

Dylan Marrello@ragingbullcap

2026 box office could set the all time record, but a big misconception is that this some one-off "top of cycle" calendar year. 2027 and 2028 actually like to come in even higher. Market doesn't seem to be at all adequately pricing those projections into a number of equities

tweeted Mon, Aug 17 · counted from Tue, Aug 18 close

Dylan Marrello@ragingbullcap

$RDI another L for the rear-view mirror analysts, another W for the cinema theme

tweeted Fri, Aug 14 · counted from Mon, Aug 17 close

Dylan Marrello@ragingbullcap

$EVC final thoughts from me on this for the time being

tweeted Wed, Aug 12 · counted from Thu, Aug 13 close

Dylan Marrello@ragingbullcap

Good analysis by @kingdomcapadv. Pretty much exactly how I see it. $EVC

tweeted Wed, Aug 12 · counted from Thu, Aug 13 close