semco (@SCMRE111) profile picture

investor

Los Angeles, CA
Joined August 2010
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$LEAT reports very impressive Q3 Global revenues increase 43% to $20.46 million, highest quarterly revenues in four years; Net income increases 309% to $2.20 million. Cash, cash equivalents and restricted cash increased by $2.27 million since year-end to $15.50 million at September 30, 2026.
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Replying to @hedge_simply
$KINS is one of the more remarkable small-cap insurance valuations in the market and possibly the most consistent and reliable mgmt teams in small cap land.. Consider Q3: • EPS +61% to $1.19 • Operating EPS +67% • Premiums earned +30% • Combined ratio: an extraordinary 65.6% • Annualized ROE: 53% • Book value per share +27% Management just raised 2026 EPS guidance to $2.70–$2.90. At $19, investors are paying just 6.8x forward earnings for an insurer generating nearly 30% full-year ROE, with improving underwriting economics and substantial growth. The market is valuing this business as though its economics are mediocre. @SCMRE111 @blondesnmoney @mavenfund @joinyellowbrick @LALC_Capital @hank_moody_jr
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$KINS with another impressive quarter, management has this company flat out executing
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Replying to @arindube
In simplest terms: “no”. Stay out of the pockets of the dead who worked and paid taxes their entire lives to leave what they saved to those they wish to. The government deserves exactly zero of what they earned and saved for a lifetime.
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With FDA now officially allowing a path for peptides, $NURS.V / $VST.CN should be up a lot more.
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$AENT DIVING IN- 80% of revs are growing >15% and most of that 80^ is gr >20. The 2 shitty analysts model rev growth of msd. And margins shld def improve again in F27 along with WC b/c of WMT deal. Trading at 6x ebitda is stupid. Trading at 9x p/e is joke. Easy 50-100% in this
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$MAMA $AENT $BOSC $RFIL $MPTI $LEAT $IDR SO MANY GOOD MICROS TO CHOOSE FROM
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As a Dane to @realDonaldTrump: You can fuck right off. I haven't visited your shithole country since 2016 and I won't be back until you're dead and gone. Fucking fat POS.
🚨WTF - Trump openly says people from Denmark are welcomed and people from Somalia are not.
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Damn! Trump sure is pulling in the crowds!!! Oh wait, my bad, that was Barack Obama last night in Michigan.
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A rabbi's response to our President calling Jews "lacking knowledge and disloyal" if they vote Democratic: Rabbi Danny Maseng writes: As a Jew Since you called me out as a Jew, Mr. President, since you thought to call me disloyal or lacking knowledge by not voting for you, I’d like to respond to you personally, even though I have no illusions you will read this. As a Jew, Mr. President, I am commanded to love the stranger who dwells among us no less than thirty-six times in the Bible you claim to treasure. I am commanded to have one law for the stranger and the citizen. No exceptions. As a Jew, Mr. President, I am commanded to pay my employees on time, including undocumented workers at casinos, construction sites, or golf courses. As a Jew, I am commanded to repay bank loans and investors. As a Jew, I am commanded to never bear false witness. As a Jew, Mr. President, I am commanded to guard my tongue and speak no evil. As a Jew, Mr. President, I am commanded to never embarrass my fellow human being in public, lest I be accused of spilling their blood – including Ted Cruz or the late Senator and war hero, John McCain. As a Jew, Mr. President, I take great offense in my president attacking Denmark, a country that gallantly saved its Jews from the Nazis, while most of Europe fell asleep. As a Jew, Mr. President, I take umbrage in my Grandfather, the sainted Dr. Rabbi Harry S. Davidowitz, who inhaled poison gas in the trenches of WWI as a US Army chaplain, being called disloyal because he voted Democrat. As a Jew, born and raised in Israel, I take offense at you calling me disloyal to America AND to Israel because I oppose your inept, ghoulish, uncouth, deceitful, inhumane farce of leadership. How many tours of duty have you performed for Israel during wartime? Or, for that sake, the USA? As a Jew, Mr. President, I reserve the right to oppose Ilhan Omar and Rashida Tlaib (neither of whom called upon the help of a former KGB operative to help them in their election to office), while simultaneously condemning your divisive, racist rants and policies. As a Jew who has proud Republican family members who I love and cherish, I am ashamed of what you have done to the Republican party; to conservative ideals – even if I do not share all of those ideals. As a Jew whose Christian uncle fought heroically at the Battle of the Bulge for our country and for the salvation of Europe – I am ashamed by the mockery you visit upon his sacrifice. As the son of a Christian pilot, later converted to Judaism, who led American pilots to glorious victory over Nazi Germany, I am outraged by your embrace of neo-Nazi’s and racists in America (that same pilot, who became a squadron commander in the Israeli Air Force, and fought for Israel’s independence). As a Jew, I am disgraced by your fawning adoration of the worst dictators of our century – you violate Christian and Jewish values by doing so. As a Jew; as a well-informed Jew who loves and cares deeply for Israel and for America, I condemn you and call you out for the divisive fool, the ogre, the ghoul that you are. May my soul not enter your council, let me not join your assembly.
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Replying to @GeraldoRivera
Oh Geraldo, fuck the hell off. I will tell you what is embarrassing: fucking people like you that have known that insufferable son of a bitch for decades, you have always known he was a fraud, you have heard the rumors of his association with Epstein, you have known of his corruption. And you said nothing. Now when the wheels are falling off the cart you find decency and outrage? Fuck you, you miserable piece of shit. Cabron de mierda.
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Obama has just dropped the biggest bombshell on Trump 🔥 🇺🇸Trump at 3:00 PM: “I'm bringing the United States back. Obama deal was BS." 🇺🇸Obama at 4:00 PM— "We had a deal to stop Iran’s nukes. Trump tore it up. Iran sped up. He started a war. Wasted billions. Broke the military. People died. Inflation spiked. And now we’re worse off than before. Wow what a back. Only a fool cheers this." 🔥 Absolute brutal by Obama 💪🔥
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Donald Trump is the worst human being since Hitler.
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Yes $NTWK OVER LAST TWO WEEKS
Perhaps the biggest shift I’ve seen in my investing career is how quickly the market recognizes a great business. If you wait until the numbers are clean, it’s too late. If you wait until the uncertainty clears, it’s too late. If you wait until everyone agrees it’s a great business, it’s too late. If it feels safe, the opportunity has likely passed.
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Replying to @scottfelsenthal
For $AENT street estimates for Q1 are around $255m despite that being about flat Y/Y. RIAA data suggests vinyl and CDs are well ahead of that and Project Hail Mary is going to help DVD volumes. Well set up for a strong beat
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IF DEMOCRATS WIN THEY WILL SPEND EVERY MINUTE TRYING TO JAIL TRUMP....
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