Ex- college wrestler, ISSA certified personal trainer, BJJ purple belt, Co-Founder of @fetchsocial_ and weekend economics lovers.
Tampa, fl
Joined April 2018
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Bryan Green retweeted
Here at Horizon Kinetics, we work really hard to not pay too much attention to short-term share-price behavior. Fittingly, our first Quarterly Commentary after the midterms is all about knee-jerk investor reactions to false signals in the news:
horizonkinetics.com/resource…
Bryan Green retweeted
$FRMO Fiscal '27 1st quarter ended 9/30 otcmarkets.com/stock/FRMO/ne…
Bryan Green retweeted
UTZ leveraged loan craters on first earnings print after closing.
Thank. You. For. Playing.
Bryan Green retweeted
Here’s an 80M market cap businesses balance sheet that will have made >9M in FCF during FY26
Bryan Green retweeted
Aristides Capital ($530 mil AUM long-short equity hedge fund management company founded in 2008, 11 employees) is hiring for the role of analyst in-person in Louisville, Kentucky. If interested, please send CV to daniel at [our firm name] dot com. Looking especially for...
Bryan Green retweeted
$CMSG - Horizon Kinetics-operated crypto miner Consensus trades at a ~27% discount to its cash and Bitcoin, effectively valuing its BTC at ~$12k each (~86% below spot), despite a strategic review, ~7.5% buyback, and profitable operations that have tripled BTC balance since 2021
ALT Substack share card: On Consensus Mining's ($CMSG) Self-Funded Bitcoin Accumulation
Bryan Green retweeted
$CMSG 3rd quarter eps. $3.31 vs. $.95. Co has repurchased 117,161 shares @ an avg. of $30.80. It still has $1.4 mil. of remaining capacity and 2,133 mil. shares outstanding. BV $40.87 vs. $37.35 @ 6/30 otcmarkets.com/stock/CMSG/ne…
Bryan Green retweeted
$CMSG's last close share price of $30 is a ~23% discount to the value of its bitcoin, cash holdings, less total liabilities as at Q2'26.
Revaluation to NAV offers ~29.8% upside before giving any value to other assets or subsequent net BTC accumulation.
Q2'26 assets and liabilities:
354 BTC × $76,844.55 = $27,202,970.70
Cash and equivalents = $58,525,603
Total reported liabilities = $729,712. No borrowings.
NAV = $84,998,861.70
Q end shares outstanding = 2,182,373
NAV/share = $38.95
Discount to $30 share price = 23.0%
Upside to NAV = 29.8%
Caveat: $CMSG's main liability is a deferred tax expense associated with the unrealized gains of digital assets. Bitcoin price appreciation increases this liability, offsetting NAV value.
Bryan Green retweeted
"With its share price hammered, thus far in 2026 Tyler has retired 3.6 million shares, representing 8.5% of outstanding shares." $TYL
Bryan Green retweeted
Friends: please see the link below for my
Q3 26 update on $LB.
310value.substack.com/p/irre…
Bryan Green retweeted
$CWCO needs a new CEO. This company has so much potential that I personally think is being squandered.
Bryan Green retweeted
$HROW Excellent chance $50+ by January. Whatever doomer views people had on Vevye from Bloomberg, that's dead. Whatever short term negatives they were hoping for/worried about, that's dead. Q4 revenue up ~50% YOY. '27 up ~50% on '26. Biggest drug launches in '28. No end in sight.
Bryan Green retweeted
Murray Stahl's @HorizonKinetics bought Texas Pacific Land ($TPL) and LandBridge ($LB) on the election dip. TPL's core county has 33 residents. Few NIMBYs. #AI
📰 horizonkinetics.com/app/uplo…
BSD Letters + pitches: buysidedigest.com/investors/…
Bryan Green retweeted
Funniest possible outcome
markets.businessinsider.com/…
Think $CKX is setting the record for longest strategic review...
sec.gov/Archives/edgar/data/…
Bryan Green retweeted
$PFHO - Just digging into this now. Chairman, CEO, and 60+% owner of the company is in his mid-80s. What does it mean for succession when his daughters resign from the board? Does anyone have any insight into what the plan is here long term with EV being as low as it is?
If you don't have a pair of these recovery clogs you need them. vktry.com/products/recovery-…
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