$1,000 follows their calls into $941
- Win rate
- 35%
- Streak
- —
- Best call
- No call read in the last 30 days
- Active calls
- SPX
Track record building
- Peak #46
- 1 ranked close
$1,000 follows their calls into $941
Jerome@RagweedCapital$EDUC Opened a small position today. Certainly not a sexy business, and possibly a fatally flawed business model, but my impression is that the CEO will not ride the stock to zero attempting a turn-around. With $4.67 in realizable book value, he has some time to experiment.

Jerome@RagweedCapital$SWAG Added Stran & Co to my portfolio of misfit stocks. Owned this one for a double last fall. Marginally profitable with growth catalysts. Very little debt. Currently selling below $1.69 book value ($0.68 cash. $1.09 A/R. $0.58 inventory. $0.34 goodwill/intangibles)

Jerome@RagweedCapital$EDUC Opened a small position today. Certainly not a sexy business, and possibly a fatally flawed business model, but my impression is that the CEO will not ride the stock to zero attempting a turn-around. With $4.67 is realizable book value, he has some time to experiment.

Jerome@RagweedCapital$THRY This stock is absolutely getting spanked. Confusion around how much of the $127 million in Accounts Receivable currently carried on the balance sheet (offset by some unknown amount of liabilities) will make the trip with the $142 million print directory sale isn't

Jerome@RagweedCapitalSqueaky wheel gets the grease. Sold my meager position at $6 btw. The Russian "lab leak" faded as fast as it appeared.
