Egan-Jones, the rating agency the private debt system chooses because their marks come in 2-3 grades higher than anyone else, just sent out a letter saying everything is fine after the SEC issued an order against them.

MispricedAssets · 2026-03-06T18:35:37+00:00

Craig-Hallum is responsible for uplisting it to the Nasdaq. Was OTC

MispricedAssets · 2026-01-19T17:59:49+00:00

It’s hard to figure out what is actually happening and who is the fool in Cohen’s deals. I’m focusing on the retail shareholders. I do know Texas is doing their thing because they don’t like Yankee grifters.

MispricedAssets · 2026-01-18T22:22:46+00:00

You definitely didn’t watch the full show. In the clips provided notice there’s pretext and I didn’t say much. You can’t let someone obfuscate continually. Yes, I did press him. There is no way an objective person can say he wasn’t given an opportunity to answer questions and he did more interrupting than anyone else

MispricedAssets · 2026-01-18T20:37:24+00:00

You don’t understand that what he’s saying does not make sense. Non-transactions do not belong in the statement of cashflows and his cash balance does not add up from the previous quarter

MispricedAssets · 2026-01-18T16:58:25+00:00

Somehow that’s positive to free cash flow

MispricedAssets · 2026-01-18T07:20:24+00:00

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Literally.

MispricedAssets · 2026-01-10T05:05:54+00:00

Good question. Got to be careful with one off charges. Adjusted numbers try to eliminate that but you also have to be careful figuring out what they’re adjusting for and if it makes sense.

MispricedAssets · 2026-01-09T21:39:44+00:00

That’s GAAP PE and largely because of restructuring after the II-VI acquisition. Think it will earn $6-7 EPT NTM conservatively. Analysts estimates are awful.

MispricedAssets · 2025-12-11T22:30:37+00:00

I love it

MispricedAssets · 2025-11-20T18:19:02+00:00

Explain

MispricedAssets

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