Unemployed Small Cap Value Degen @SFarringtonBKC Twitter profile

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@bokeplokalmalam

Unemployed Small Cap Value Degen

@SFarringtonBKC

3 months

Why Transocean $RIG is better than Valaris $VAL or Noble $NE.

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Unemployed Small Cap Value Degen

@SFarringtonBKC

1 month

I write about a totally new idea: Zero new subscribers I write about something everyone already knows like $SBSW and $RIG: OMG so many new subscribers

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Unemployed Small Cap Value Degen

@SFarringtonBKC

2 months

Should I do a writeup on $NFE?

Charles

@charlesbonnerjr

2 months

Golar and NFE have been the tale of two stories this year. Ironically they both still have 40%+ upside. FLNG is an interesting spot to be these days $GLNG $NFE

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Unemployed Small Cap Value Degen

@SFarringtonBKC

2 months

500 Subscriber Special: Comparing Borr Drilling $BORR with Transocean $RIG, Noble $NE, and Valaris $VAL Special thank to @TommyDeepwater for helping me get this far.

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Unemployed Small Cap Value Degen

@SFarringtonBKC

1 month

@theroichannel @BowTiedMara She got Auatralia to pay for a trip to France

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Unemployed Small Cap Value Degen

@SFarringtonBKC

1 month

I'm selling a bit of $TITN to buy $NFE. I still like Titan Machinery, but at this price I have to sell something to buy New Fortress, and it's illegal to sell a kidney

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Unemployed Small Cap Value Degen

@SFarringtonBKC

2 months

The good, the bad, and the Peabody: Peabody Energy $BTU

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Unemployed Small Cap Value Degen

@SFarringtonBKC

5 months

@blondesnmoney Chat GPT, give me a bearish analysis of a stock in the writing style of @blondesnmoney when he hasn't had his cigarette

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Unemployed Small Cap Value Degen

@SFarringtonBKC

2 months

Bullish oil stocks

Josh Young

@Josh_Young_1

2 months

Hedge fund positioning in energy is the lowest it's been in decades.

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Unemployed Small Cap Value Degen

@SFarringtonBKC

1 month

I'm going to invite my portfolio companies to be pall bearers at my funeral so they can let me down one last time

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Unemployed Small Cap Value Degen

@SFarringtonBKC

1 month

Who has the most torque to platinum group prices? Anglo American $ANGPY, Impala Platinum $IMPUY, Sibanye Stillwater $SBSW.

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Unemployed Small Cap Value Degen

@SFarringtonBKC

3 months

Why I love Sibanye Stillwater $SBSW, and thus I hate myself.

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Unemployed Small Cap Value Degen

@SFarringtonBKC

27 days

Quarterly Update After Earnings Part IV: Vertex Energy $VTNR

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Unemployed Small Cap Value Degen

@SFarringtonBKC

5 months

Accounts that have never mentioned $RILY before are trying to convince me that the short squeeze is over. LoL the short float was 72% yesterday with 8.6 days to cover. Let's goooooo!!!!!

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Unemployed Small Cap Value Degen

@SFarringtonBKC

13 days

1,000 Subscriber Special: Feed the Gold Bugs!

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Unemployed Small Cap Value Degen

@SFarringtonBKC

2 months

$NWL Out with a beat, falling revenue but expanding margins. Turnaround is working

Unemployed Small Cap Value Degen

@SFarringtonBKC

3 months

Why Newell Brands' $NWL turnaround strategy is fundamentally sound.

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Unemployed Small Cap Value Degen

@SFarringtonBKC

2 months

Why DRDGOLD $DRD is the blueprint for how Sibanye Stillwater $SBSW will handle its 60 million pounds of uranium reserves.

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Unemployed Small Cap Value Degen

@SFarringtonBKC

2 months

@lasse108 $SBSW is getting no love even with gold prices at $2400 and South Africa having a reasonable election.

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Unemployed Small Cap Value Degen

@SFarringtonBKC

2 months

What’s the Deal with Braskem? $BAK

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Unemployed Small Cap Value Degen

@SFarringtonBKC

3 months

@offshoremayor That's a great argument for $RIG's 6 cold stacked 6th gens to get reactivated. I like $NE too. We can all make money together, hooray

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Unemployed Small Cap Value Degen

@SFarringtonBKC

12 days

I am the Captain Now, Tanker Edition: Hafnia $HAFN, TORM plc $TRMD, and Okeanis $ECO

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Unemployed Small Cap Value Degen

@SFarringtonBKC

2 months

Got offshore? $RIG

Gurgen Ayvazyan

@Gugo907

2 months

U.S. Breakeven WTI Prices for New and Existing Wells according to the survey done by Federal Reserve Bank of Dallas. #oott

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Unemployed Small Cap Value Degen

@SFarringtonBKC

1 month

@BichonRedux $SBSW gets no credit for gold mines and 50% ownership of $DRD

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Unemployed Small Cap Value Degen

@SFarringtonBKC

3 months

Working on a $BTU writeup, I have gone from half-enthusiastic because I wanted coal diversity to bullish because I like what they are doing

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Unemployed Small Cap Value Degen

@SFarringtonBKC

14 days

Inject this into my veins

Bill

@wabuffo

15 days

Equity markets doing that thing again today...

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Unemployed Small Cap Value Degen

@SFarringtonBKC

19 days

When will Goodyear have a Good Year? $GT

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Unemployed Small Cap Value Degen

@SFarringtonBKC

3 months

@Geologo_Trader Yes

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Unemployed Small Cap Value Degen

@SFarringtonBKC

10 months

@Blind__Luck Existing home sales are in trouble. New build is scraping by because developers are offering 6.5% mortgages

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Unemployed Small Cap Value Degen

@SFarringtonBKC

3 months

@TommyDeepwater @TylerHardt @hkuppy I have been wrestling with whether to buy the leader or the laggard in a lot of sectors, and it seems like everything I do is wrong, so I am still searching for the answer. It just struck me as odd that $RIG was the leader and the laggard at the same time in a way

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Unemployed Small Cap Value Degen

@SFarringtonBKC

3 months

@charlesbonnerjr Everything always takes longer than I think

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Unemployed Small Cap Value Degen

@SFarringtonBKC

25 days

Ro Ro Ro Your Boat: Höegh Autoliners $HOEGF

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Unemployed Small Cap Value Degen

@SFarringtonBKC

27 days

Me overweight energy LOL

Grant Hawkridge

@granthawkridge

27 days

Tuesday was a positive day for the bulls... not so much for energy tho

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Unemployed Small Cap Value Degen

@SFarringtonBKC

22 days

Big Ag South of the Border: $CRESY, $LND $IRS

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Unemployed Small Cap Value Degen

@SFarringtonBKC

1 month

Happy to give the subscribers delicious ideas

Benjamin Demase

@theroichannel

1 month

$doug up 76% since I started buying. @SFarringtonBKC

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Unemployed Small Cap Value Degen

@SFarringtonBKC

17 days

@ardaarkun $BTU? Outperform? Not while I own it lol

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Unemployed Small Cap Value Degen

@SFarringtonBKC

1 month

Bullish $ACDC

The Energy Realist

@_EnergyRealist

1 month

$pump $lbrt $pten $oih ProPetro saying the demand for electric frac fleets exceeds supply

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Unemployed Small Cap Value Degen

@SFarringtonBKC

5 months

@TommyDeepwater Oh lawd, is that $504,000 a day? $RIG bullish

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Unemployed Small Cap Value Degen

@SFarringtonBKC

2 months

I'm ready for my 3-7 years of outperformance Mr. DeMille

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Unemployed Small Cap Value Degen

@SFarringtonBKC

3 months

Pretty timely take on $BIG.

MacroEdge

@MacroEdgeRes

3 months

Big Lots has issued a going concern warning that it may be unable to meet credit and loan obligations #MacroEdge

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Unemployed Small Cap Value Degen

@SFarringtonBKC

1 month

@BichonRedux I am straight up not having a good time

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Unemployed Small Cap Value Degen

@SFarringtonBKC

3 months

@marketplunger1 @MisterUppy I want to see what the tailings dump looks like

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Unemployed Small Cap Value Degen

@SFarringtonBKC

2 months

Longer contracts, longer negotiating time, $RIG

Ed Finley–Richardson

@ed_fin

2 months

Someone is getting nervous about drillship supply

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Unemployed Small Cap Value Degen

@SFarringtonBKC

1 month

Thunderdome: ProFrac Holding $ACDC vs. ProPetro Holding $PUMP

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Unemployed Small Cap Value Degen

@SFarringtonBKC

1 month

@Seawolfcap pitching my $ACDC on Risk Reversal Media with @dmoses34

Unemployed Small Cap Value Degen

@SFarringtonBKC

3 months

The ballad of $ACDC, why ProFrac Holdings is a green AI story that could easily triple in the near term.

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Unemployed Small Cap Value Degen

@SFarringtonBKC

1 month

Reprise Part I: Why B. Riley Financial $RILY is a 10% weight in my portfolio, and I am selling puts for income.

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Unemployed Small Cap Value Degen

@SFarringtonBKC

1 month

Massive beat and good momentum on $JAKK

Unemployed Small Cap Value Degen

@SFarringtonBKC

2 months

Schrodinger’s JAKKS, the paradox of JAKKS Pacific $JAKK

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Unemployed Small Cap Value Degen

@SFarringtonBKC

1 month

Reprise Part III: Why B. Riley Financial $RILY is a 10% weight in my portfolio, and I am selling puts for income.

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Unemployed Small Cap Value Degen

@SFarringtonBKC

2 months

Halted at $1.13, going crazy today

Unemployed Small Cap Value Degen

@SFarringtonBKC

3 months

100 subscriber milestone special; The Container Store $TCS

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Unemployed Small Cap Value Degen

@SFarringtonBKC

3 months

@typicalcapital Wish I had seen this then. I'm a big believer in buying small caps where a large cap has a toehold. Free advice and an eventual acquirer.

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Unemployed Small Cap Value Degen

@SFarringtonBKC

13 days

Is this indicative that we just passed through a recession hidden by lagged inflation statistics, and now we are back in expansion?

Win Smart, CFA

@WinfieldSmart

13 days

CAUTION: Housing defaults have skyrocketed This is unlike anything we’ve seen in a decade ht g.o.t.

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Unemployed Small Cap Value Degen

@SFarringtonBKC

11 months

@burrytracker Throwing a flag on the play. Give me a graph with five years for comparison.

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Unemployed Small Cap Value Degen

@SFarringtonBKC

2 months

This is the greatest and best article in the world…tribute: New Fortress Energy $NFE Tribute to @theroichannel

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Unemployed Small Cap Value Degen

@SFarringtonBKC

3 months

Thank you very much for having me on the podcast!

Benjamin Demase

@theroichannel

3 months

Introducing the unemployed value degen.. @SFarringtonBKC We cover: $RIG $VAL $MPW $SBSW $EQX and more!

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Unemployed Small Cap Value Degen

@SFarringtonBKC

2 months

Ten Bagger or Bust Sitrep: $VTNR, $TCS, Two Paywalled Companies

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Unemployed Small Cap Value Degen

@SFarringtonBKC

2 months

@Divergent7651 $MPW, acute care hospital landlord. Insulated from bad tenant by bankruptcy laws

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Unemployed Small Cap Value Degen

@SFarringtonBKC

17 days

Who has two thumbs and is overweight energy? This guy

Evan

@StockMKTNewz

17 days

Final market performance by sector from this past week 1 Real Estate +3.6%🟢 2 Basic Materials +2.5%🟢 3 Industrials +2.2%🟢 4 Healthcare +2.1%🟢 5 Consumer Cyclical +2.1%🟢 6 Financial +1.9%🟢 7 Consumer Defensive +1.8%🟢 8 Comm Services +1.4%🟢 9 Utilities +1.4%🟢 10

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Unemployed Small Cap Value Degen

@SFarringtonBKC

2 months

What's the Venn diagram between small cap value and nerd?

Rory Johnston

@Rory_Johnston

2 months

i dunno but crude's up

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Unemployed Small Cap Value Degen

@SFarringtonBKC

3 months

@BichonRedux It's a levered currency short

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Unemployed Small Cap Value Degen

@SFarringtonBKC

3 months

Thank you for having me on, I am grateful for the opportunity

Kontrarian Korner

@BR_Kelleran

3 months

I posted a podcast with @SFarringtonBKC with his thoughts on several stocks, including $RIG, $SBSW, and $BTU. We also talked about several stocks higher short interest that he finds interesting. You can find it on my Substack or my YouTube. Link in bio.

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Unemployed Small Cap Value Degen

@SFarringtonBKC

12 days

@valuedontlie $NE is totally left out of the $RIG vs $VAL twitter feud. I kinda like $NE, but I don't want to pay capital gains on my $RIG just to switch

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Unemployed Small Cap Value Degen

@SFarringtonBKC

1 month

My stock has fallen, and it can’t get up: LifeMD $LFMD, Medifast $MED

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Unemployed Small Cap Value Degen

@SFarringtonBKC

21 days

Survey Results and Newsletter Update

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Unemployed Small Cap Value Degen

@SFarringtonBKC

2 months

The Uranium Tourist Guide Part II: Uranium Energy Corp $UEC, Sprott Junior Uranium Miners ETF $URNJ

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Unemployed Small Cap Value Degen

@SFarringtonBKC

1 month

Finally finished sum of the parts on $RILY. Way too many parts for their market cap LOL.

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Unemployed Small Cap Value Degen

@SFarringtonBKC

2 months

Weekly Paywalled Ten Bagger or Bust Stock

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Unemployed Small Cap Value Degen

@SFarringtonBKC

23 days

@NuggetCapital Stealth lithium inside $SBSW. I'd be surprised if anything is cheaper

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Unemployed Small Cap Value Degen

@SFarringtonBKC

2 months

@marketplunger1 $ACDC

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Unemployed Small Cap Value Degen

@SFarringtonBKC

3 months

@GringoInvesting Last earnings call $BTU management said previously planned decommissionings are getting delayed due to AI, so domestic coal has a bit of life left.

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Unemployed Small Cap Value Degen

@SFarringtonBKC

2 months

@DavidBCollum I was saving 3/5 of my income, no raise, inflation made it 2/5. Then I got laid off

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Unemployed Small Cap Value Degen

@SFarringtonBKC

3 months

I was going to write about ProFrac Holdings $ACDC, but it turned into me dunking on Vermillion Energy $VET, Sandridge Energy $SD, and Peabody Energy $BTU instead.

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Unemployed Small Cap Value Degen

@SFarringtonBKC

10 months

@LasseNJohansen $VTNR posts earnings on Tuesday, unless I am wrong, should be $$$$

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Unemployed Small Cap Value Degen

@SFarringtonBKC

4 months

@Geologo_Trader They can't afford to eat their own export cash crop. Not so uncommon

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Unemployed Small Cap Value Degen

@SFarringtonBKC

3 months

@MugsLuck We're so back

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Unemployed Small Cap Value Degen

@SFarringtonBKC

2 months

Paywalled small cap of the week, a potential 4x-5x with exposure to robotics.

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Unemployed Small Cap Value Degen

@SFarringtonBKC

2 months

@Ultradeep3 Inflation adjusted or nominal? So much higher to go

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Unemployed Small Cap Value Degen

@SFarringtonBKC

3 months

@TripleNetInvest They didn't embrace ugly models? Is it that simple?

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Unemployed Small Cap Value Degen

@SFarringtonBKC

1 month

I'm in this post and I don't like it

Mads Capital

@MadsCapital

1 month

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Unemployed Small Cap Value Degen

@SFarringtonBKC

2 months

@theroichannel $ACDC up big today

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Unemployed Small Cap Value Degen

@SFarringtonBKC

6 months

@RodAlzmann $VTNR is either $0 or $10, not much in between. For $1.20 it's a great asymmetric setup, and my guess is it's more likely the $10 than the $0

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Unemployed Small Cap Value Degen

@SFarringtonBKC

4 months

@aeberman12 Expected by whom? Experts have lost all trust

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Unemployed Small Cap Value Degen

@SFarringtonBKC

3 months

@SummerSnowUSA @OHare888 Bed Bath and Beyond refused to fight for survival. Buy Buy Baby could have been sold off, no reason for it to die

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Unemployed Small Cap Value Degen

@SFarringtonBKC

5 months

@CaptSJM67 @CSuiteOperator Everything above $20 on 321 cracks should be good for $VTNR. Still waiting for the results of the JV road show. Capital markets are open, so should be a credible offer for 25%-50% of the refinery to fix the capital structure. RINs should recover in 2025 after the IRA changes.

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Unemployed Small Cap Value Degen

@SFarringtonBKC

2 months

Got $ACDC?

BOE Report

@BOEReport

2 months

US oil/gas rig count rises in July in biggest monthly hike since Nov 2022 – Baker Hughes

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Unemployed Small Cap Value Degen

@SFarringtonBKC

11 days

Are the best drugs injected or snorted? No, not those kinds of drugs!: ARS Pharmaceuticals $SPRY

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Unemployed Small Cap Value Degen

@SFarringtonBKC

23 days

@charlesbonnerjr In Tampa I just ask my hispanic neighbors if they know someone. Price gets cut in half if you don't go with the big names at the top of the search

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Unemployed Small Cap Value Degen

@SFarringtonBKC

10 months

@tradeoilstocks I just sold mine to buy more $VET, but then again, I am retarded

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Unemployed Small Cap Value Degen

@SFarringtonBKC

5 months

@walststocker @ChrisMozach RIN and cracks crashed at the same moment in time, so $VTNR got taken to the woodshed, but I think there's a good chance we see $8-$10 within the next 1-2 years.

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Unemployed Small Cap Value Degen

@SFarringtonBKC

14 days

@ChrisMozach @BaxterThereal I was told that their preferences were in order: 1. JV 2. Sell Louisiana 3. Bootstrap their way out of this mess

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Unemployed Small Cap Value Degen

@SFarringtonBKC

2 months

Schrodinger’s JAKKS, the paradox of JAKKS Pacific $JAKK

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Unemployed Small Cap Value Degen

@SFarringtonBKC

20 days

Black is the New Black: Orion S.A. $OEC

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Unemployed Small Cap Value Degen

@SFarringtonBKC

1 month

Give us six months, we’ll take off the weight: Medifast $MED and LifeMD $LFMD

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Unemployed Small Cap Value Degen

@SFarringtonBKC

4 months

@patientinvestt Yeah, $MPW is my highest conviction long right now

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Unemployed Small Cap Value Degen

@SFarringtonBKC

2 months

@BugHumbled $RILY has a business segment that will profit from the liquidation. They also underwrote the merger, and lent $CONN the money to pay the closing costs. While RILY would make more if CONN survived, they will still do alright if they struggle

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Unemployed Small Cap Value Degen

@SFarringtonBKC

4 months

@DanGreenhaus @SullyCNBC Elitist sour grapes from Seinfeld

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Unemployed Small Cap Value Degen

@SFarringtonBKC

2 months

Always a pleasure, thank you for having me on the channel

Benjamin Demase

@theroichannel

2 months

New segment on the ROI channel: Pitch me! My fellow value degen @SFarringtonBKC gives me his 20 min take on PROFRAC $ACDC

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Unemployed Small Cap Value Degen

@SFarringtonBKC

2 months

Stealing this for $HCC writeup

Twain's Mustache

@TwainsMustache

2 months

Well how bout them apples.

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Unemployed Small Cap Value Degen

@SFarringtonBKC

2 months

Anyone following $UAN?

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Unemployed Small Cap Value Degen

@SFarringtonBKC

3 months

Why I chose Equinox Gold $EQX for my gold exposure.

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Unemployed Small Cap Value Degen

@SFarringtonBKC

1 month

Bloomberg cutting in on my paywalled stonks $DOUG

A Top Miami Broker on the Booming Market for Ultra-Luxury Homes | Odd...

We've all seen headlines about the multi-million dollar properties being sold in Miami. Right now, there's a $135 million mansion in Coconut Grove listed on ...

www.youtube.com

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Unemployed Small Cap Value Degen

@SFarringtonBKC

3 months

How value investors transition to quality investors, the seduction of Jackson Financial $JXN.

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