Mentioned 7/25/2026
Five Point Holdings (FPH) is a buy, trading at half its tangible book value with irreplaceable California land.
Analysis from 7/26/2026
Creator Profile
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Visit creator profileReturn Since May 5, 2026
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July 25, 2026
Five Point Holdings (FPH) is trading at a significant discount to its tangible book value, offering investors the opportunity to acquire irreplaceable California land at half its assessed value. The creator highlights this substantial discount as a compelling reason to consider buying the stock.
July 23, 2026
The creator discusses stocks to avoid and highlights their success in identifying a "sucker yield" pick, Kagra, which subsequently cut its dividend. They also mention avoiding technology stocks like "Fermy" and SpaceX, noting SpaceX's decline since its listing. The discussion touches on the speculative nature of SpaceX and strategies for generating income from it.
July 21, 2026
The creator highlights Prosperity Bank Shares (PB) as a standout regional bank, differentiating it from others facing industry-wide concerns like higher interest rates and deposit competition. The thesis focuses on PB's strong business model, efficient operations, and intelligent capital allocation, particularly within Texas.
Only high-conviction signal-backed calls appear here, so newer research posts can stay commentary-only.
Mentioned 7/25/2026
Five Point Holdings (FPH) is a buy, trading at half its tangible book value with irreplaceable California land.
Analysis from 7/26/2026
Mentioned 7/23/2026
Mentioned 7/23/2026
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