Yep, I consider those minor delays... but hitting HII too, which I own.[...]

Thanks Jamshid! I do love it... most days :)[...]

Thanks... not all that surprising to see higher margins leading to grumpier customers. I wonder whether that will lead to real market share loss, or if it's mostly just grumbling.[...]

Nothing really changed about my opinion of the five-year potential, I dom't see problems with the business model or the possible growth as ad monitoring continues to go more mainstream. Just a bad earnings report with growth a little slower than expecte[...]

Thanks Terry![...]

I wrote some about SMCI and VRT as the[...]

:)Thanks Carolyn.... some days are more ridiculous than others.[...]

Yes, that's EXAI -- the ad from Alexander Green has been running since last year, I covered it here: https://www.stockgumshoe.com/reviews/oxford-club/answers-kansas-welder-story-leads-to-company-alex-green-believes-will-become-the-most-important-ai-company[...]

Thanks for the kind words, Dick![...]

Rolls-Royce has certainly had a STRONG recovery... though of course that's almost entirely due to the resurgence in air travel post-COVID, and to a good order book for engines, and some pretty impressive leadership from the new CEO after a long period of m[...]

I've never looked at that one, sorry -- I tend to shy away from the folks who talk up their secret indicators or chart patterns or trading triggers, just because all those things that can be done by a computer are going to be done better by the bigger comp[...]

I don't use AI directly for research, though I do sometimes experiment with it for summarizing articles (it still lies a lot when doing that, which is disconcerting). Google's increasing use of AI-powered summaries for search is really speeding up a lot [...]

Thanks Dennis, I appreciate you reading it![...]

Michael often covers a variety of health/medicine topics in his columns... they're not always connected by a "narrative."[...]

Yep, in retrospect it was clearly overvalued in the early days, lots of optimism about what they would do with their cash, particularly around the DFH windfall and their SPAC during the boom times. I think it's clearly undervalued more recently... though [...]

Well, the secret's finally out... Warren has been copying us and buying up shares of Chubb (CB), so our favorite insurance conglomerate now owns a little over 5% of the shares of one of our other insurance companies. We'll see if he builds the position be[...]

Yep, about 1.03b[...]

Don't know what the "FDA investigation" might be, don't remember running across anything like that... but there are certainly lots of lawyers circling, trying to gin up a class action suit over the departure of the CEO (the "inappropriate relationship with[...]

That's a reasonable way of looking at it -- and yes, if the stock is in the $10-11 range in November I'll probably feel conflicted. This is mostly some minor protection against any big surprises... and if I'm being honest, probably this is partly just a w[...]

Didn't know you were a pirate, tim![...]