Protected: Notes on LandBridge Company

I don’t normally post travelogues, but this Safari was partially paid for by an unhedged short on $ELBM.TO last year. Someone send them a tote bag.

This didn’t happen.

And if some bartender is subsidizing the drinking of a CFA charter holder, someone should kick that bartender in the nuts and beat up his mother for even having him.

And then there were two.
I sold my $ASPI position after listening to both calls, including the shares I punted on this morning.
Just under a 2X return.
This is why I prefer more positions rather than running a concentrated long only value portfolio.
Still own $LEU and $ARE.TO

This is pure gambling, so do not do this yourself. I added some shares of $ASPI this morning ahead of the fireside chat.
Hoping to put a few dollars in my pocket by selling before EOD.