Large DKI portfolio position Texas Pacific Land Corporation ($TPL) is up in aftermarket trading on an announcement that it will be added to the S&P 500 on November 26th. DKI first bought $TPL in early 2022 at a split adjusted price of $365. We have since bought and sold it profitably multiple times and also … Read more
On November 3rd, I told subscribers I had bought a small position in $EVLV Jan 17 $2 call options for $.50. I just sold those options for $1.05 (up 110%). I know some of you bought when I did. The news out today was sales of new units was up from the past couple of … Read more
Note – we just moved the time. The new correct time is 12pm tomorrow (Thursday, the 7th) I’ll be discussing Talen Energy ($TLN) with Enrique Abeyta of HX Research this Thursday, November 7th at 12pm Eastern Time. We will be discussing the recent adverse regulatory decision and how it affects Talen and other co-location projects. … Read more
On multiple occasions, I’ve reported the errors in facts and reasoning being made by authID short sellers. This accounting has included cataloging some of the irrational, incendiary, and defamatory personal attacks they’ve made on company executives, shareholders, financers, and me. They’ve never been bound by the truth as they attempt to push the stock price … Read more
