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StockPsycho @PsychoStock

Passionately psycho about understanding business models

Joined July 2021
  • Tweets 1,355
  • Following 85
  • Followers 393
756 Photos and videos
Hello @CedarStResearch , are there any listed players in life insurance which are riding this wave of independent agents/MGAs?
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$WBI is in position to address the exact same challenge in Permian Basin on $LB's land portfolio.
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$AM announced to divest its Produced Water handling assets for $400m cash to $INR at 11x EV/EBITDA multiple. vs. $WBI is trading at 9x multiple currently.
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If common shares of $OPITQ are going to be cancelled at the end of the bankruptcy process, why are they still trade on pink sheets and have some value? The NPV of zero is zero. Is there a scenario where there could be some equity in the new entity for current shareholders?
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The world needs more companies like $WCN $WM $GFL.TO
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Who is going to honor these promises where the birth rates are falling? Immigrants?
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Here are the birth rates in EU
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"Trick of the trade in insurance is how do I originate premium, retain as much of it as I can and cede all the difficult risk back out to the reinsurance market so I can transfer all my earnings volatility to reinsurers." Pure gold from @CedarStResearch
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$WBI and $LB
Jim P., down in Texas
@Pearsonpc
20 Nov 2025
Replying to @JavierBlas @opinion
@grok, list the companies leading, who are first movers, or who have an advantage in the area described above, regarding recovering more than 15% of the shale oil in place. Symbols and prices.
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At WTI $150, an E&P company operating in Permian Basin may not able to pump oil out of the ground despite having the capital, plant, people, oil gathering pipeline if they don't have a way to dispose off the Produced Water(PW). PW is THE limiting factor, NOT the oil price. $WBI
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“We wanted to be able to take our story out, educate the market and show how this is really a superior asset to what exists today and show how it has tremendous long-term growth with great barriers to entry,” $WBI
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On future CapEx and ROI, he said: “So you're talking about $700 million or $800 million of capital, and we would do that at a really attractive return level (of around 30%)" Management mentioned similar return in Q3'25 earning call. $WBI Source: bizjournals.com/houston/news…

WaterBridge prepares for up-to-$800 million project after going public

WaterBridge Infrastructure, a newly public Houston company, plans expansion with Speedway Pipeline project and potential acquisitions post-IPO.

bizjournals.com
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Here you go. $TTD tried to connect advertisers directly with publishers and as a result being criticized by industry for conflict of interest it is preaching to avoid for so long. x.com/kouroshshafi/status/18…

StockPsycho@PsychoStock
3 Aug 2021
Capitalism improves distribution by eliminating the middlemen. GEICO did it. Nike has done it. AdTech won't be different $TRMR
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Retailers could suffer ‘perfect storm’ of Red Sea and Panama Canal disruption, says logistics expert - MarketWatch $PLCE $CRI marketwatch.com/story/retail…

Retailers could suffer ‘perfect storm’ of Red Sea, Panama Canal disruption

Global supply chains are under pressure from the Houthi attacks in the Red Sea and the Panama Canal drought.

marketwatch.com
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Weekly sales data. $PLCE witnessed worst sales trend among other kids apparel brands $CRI $AEO 1/2
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r = 63.91% which shows high predicting power using the weekly sales data to predict reported revenue. $PLCE
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