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RILY (BRC Group Holdings) — Q1 2026 Earnings Just Dropped and the Squeeze is Loading
$RILY (BRC Group Holdings) — The 10-K Catalyst Nobody Is Pricing In | March 2026 DD
Day 18: Fullporting my entire account into every trade. RILY(BRC Group Holdings) is my trade for today.
$RILY is blowing up. Short and gamma squeeze at the same. Time.
$RILY about to blow up. Insane short and gamma squeeze
$100k RILY YOLO - My final play in this saga - Jan 20th is the deadline to end FUD / delisting risk crush the short sellers - 35% SI
Unity - 1.9M in unrealized gains - not selling (position posting as promised)
$OZK will probably explode very soon, their revenue share and bridging are best on the market
Cut losses before the year ends: Drop these 3 penny stocks in December
BRC- Brady Corporation, company overview and valuation
Warning! There are 5 penny stocks that are likely to experience even more significant declines.
Decentralized Hedge Fund VC Spectra Reports Strong Demand for Its Presale
CHAIN GPT incubated DexCheck announces IDO on 17th July
Binance Reflects Positive Attitude Toward BRC-20 Token Listings
PoW Blockchain Revived, DRC20 and BRC20 Lead the Charge
Black Rifle Coffee Post Squeeze Analysis - $BRCC
Black Rifle Coffee Post Squeeze Analysis - $BRCC
Britons’ use of consumer credit is rising with the cost of living
Despite a 20% increase in revenue, Black Rifle Coffee Company (BRCC) Earnings Call Reports A Loss of $4.6 Million
Black Rifle Coffee $BRCC has Closed it's Merger
SBEA/BRC valuation is called to be 1.7 billion, that makes the fair PPS for SBEA/Black Rifle Company @ $50! This can easily go to $30 EOW and $50 next week when it is DE-SPAC. LFG 🚀🚀🚀
Veteran-Focused Black Rifle Coffee Going Public Through Silverbox Engaged Merger Corp I $SBEA
Blackrock Drills ($BRC) 3,322 g/t Silver and Reports Discovery of New Vein at Tonopah West.
Silver Breaking-Out, As Is My Favourite #Silver Junior
Can Gold and Silver Prices Double or Triple as Rising Inflation Destroys Savers’ Wealth?
Mentions
Little SPY gets gaped by BRC (Big Red Candle)
SPY gets railed by BRC (Big Red Candle)
Begging for the BRC (Big Red Candle)
If you want to understand the fraud going on right now, look at Brady Corporation (BRC). It's one of the more obscure datacenter plays. They make labels and signage for businesses, which is super important for datacenters. They forgot to fraud this one down. If it was really over, what would be happening here? It's all fraud.
Memory bulls getting that Clifford dick BRC
I did add a few healthcare names recently including LMAT and GMED. Also a couple of healthcare REITs - VTR, CTRE. Was in ELMD, LIVN but sold out of them too early in hindsight. Good one on BRC. It has rebounded well!
If you have any healthcare interest, I've been mulling over LMAT and STE recently. Just haven't pulled the trigger on selling anything for either. Although BRC had a good recovery form that quick dip the other week. Up around 15% on it currently.
Great company! Glad I snagged BRC on that selloff especially with their Honeywell acquisition, should play well with this.
Opened a position in BRC yesterday pretty much because of this. CEO parted ways, stock down 15% on that, basically pre-earnings level. New CEO is a former board member who spent 10 years at Honeywell which BRC recently acquired a portion of their business.
u/ptexpat you see BRC today and the departure of the CEO? Down almost 16% on the news.
JFC this is the cringiest shit I've ever seen/heard. Rip BRC bulls
The Babcock & Wilcox class action lawsuit alleges that defendants made false and/or misleading statements and/or failed to disclose that Babcock & Wilcox’s largest shareholder, BRC Group Holdings, Inc. (“BRC”), stood on both sides of the Power Generation Contract and had close ties to Babcock & Wilcox’s counterparty. lol they’re just salty that BRC knows how to invest their capital. absolutely meaningless lawsuit with no teeth.
Very nice! Really awesome company all around. Just like BRC I've been staring at this company for around a month or so. I think we invest in a similar manner lol.
I've looked at BDC but it doesn't pop up on my screener. I'll have to go back and look to see why not especially if I can find answers as too why given what management says from the last few earnings. Thanks for heads up on it. Congrats on BRC today!
Picks and shovels and niche companies are all I look at honestly lol. You went into more detail about BRC than I did btw so it's nice to see new info about it. I'm currently down on my newest positions like PPG, TTEK, and ALSN but seeing some life in DSGX and MANH which is nice. Been eyeing SPXC, AZZ, and VLTO. Need someonet first but not willing to sell what I got currently lol.
Blackrock silver BRC jumped 26% in two days while everything else bled. Its treated me well
When the jobs data comes in low tomorrow then BRC/MSTR will moon right
Buying heavily into EME and BRC - not touching large cap stocks for now.
BTC 69K : lol i aint buying that shit BRC 120k: lol i aint buying that shit
Anybody knows about BRC Holdings (The Riley guy)? Found one in depth article that was positive and one that was rather sceptical, but not sure why they are currently taking off like hell...
Bullshit, GLD correlation to SPY is much, much weaker than BRC correlation to SPY, and over the last year GLD and BTC have an inverse correlation. Check the beta, the math maths.
BRC earnings: Sales for the quarter increased 7.5 percent. Organic sales increased 2.8 percent, acquisitions increased sales 3.2 percent, and foreign currency increased sales 1.5 percent. Diluted EPS increased 16.5 percent to $1.13 in the first quarter of fiscal 2026 compared to $0.97 in the same quarter of the prior year. Adjusted Diluted EPS* increased 8.0 percent to $1.21 in the first quarter of fiscal 2026 compared to $1.12 in the same quarter of the prior year. Cash flow from operating activities increased 42.5 percent to $33.4 million in the first quarter of fiscal 2026 compared to $23.4 million in the same quarter of the prior year. The low end of Adjusted Diluted EPS* guidance was raised for the full year ending July 31, 2026 from the previous range of $4.85 to $5.15 per share to the new range of $4.90 to $5.15 per share. GAAP earnings per diluted Class A Nonvoting Common share guidance for the full year ending July 31, 2026 was adjusted for acquisition-related amortization to $4.57 to $4.82 per share, from $4.55 to $4.85 per share.
people keep coping about BRC and MSTR, must mean it’ll be headed down further
Their warrants can represent about 15M shares which is significantly more than current shares outstanding… it seems to be priced awfully close to their bitcoin treasury size when you take that into account: $1.1 / 0.45 = $2.45. BRC has dropped a bit since the $2.70 per share claim.
The issue is that you can’t buy longterm currently as there is the risk, he won’t get through retirement with short or mid duration. The ETF would manage this for him. Maturity in 5-10 years when rates are going to zero, during? I am not against bonds but retiring now on bonds only won’t probably work out….also on the other end is a BRC with 12% on 1 year more risk than locking in 4-5 years without any gains? It’s really not the time to retire on 80% bonds.
I ran the largest mining operation in Ohio for about 5 years…. I am fully aware of the issues but all are non-existent issues if another uptrend leg begins. The hashrate on the network and this difficulty is squeezing out miners. Either we correct down and older miners leave the network finally or we see a leg up and hashrate becomes profitable. If the later happens people will buy more miners. But that being said, Canaan has a problem. Their miners are garbage. They were early in the scene and haven’t produced much to compete with Bitmain ever since. Their compelling non-industrialized products are intriguing (their BTC space heater for instance) and their non-miner products (the mobile containers) are great tack ons that people want. But none of it matters if BRC doesn’t have another uptrend.
Yeah, that's BRC in a nutshell. I've definitely brought them up before. Another interesting one is TRNS. They do lab calibration and are a pretty good serial acquirer. They had huge growth during the biotech boom, but it's cooled down recently. It's starting to look interesting again, especially if you think we'll see manufacturing and research pick up.
I need to dig into them. Like the growth seems to have come back last quarter and the valuation seems pretty fair on XPEL. I like the interview I saw of the CEO on some ones podcast. Gives the whole story of the company, they are pretty cool. BRC, I feel like I've looked into them before. I know, I know the name. I need to look more into them as well. Just posted about AWI earlier, might be something you are into. Not the cheapest valuation, but fair. Boring company, but seems to be acquiring and growing really well, especially the past year. High ROIC too.
u/_hiddenscout XPEL is back on my research list. Apparently they have some new products launching soon.... Another one back at you is BRC, great margins, low debt, and seldom talked about! Not a huge grower, but with buybacks and dividends it's a grinder.
u/_hiddenscout has tons Also: CAAP, BRC, LNG, BKNG, MELI, UFPT for a few I follow.
I am sorry but that is not true. A person can certainly believe that MSTR will go down in Bette against it. And someone else could believe it's going to go up in Bette on it. But saying it trades on Hope without fundamentals is mathematically incorrect. It correlates to bitcoin at something like 0.9 or higher. They report their bitcoin reserves and they report their liabilities like warrants that they issued. But to say there is only hope and no fundamentals is just wrong. Again, BTC can completely crash which will then crash MSTR and GME and hurt other companies. But that's different than having no fundamentals at all. Another company that trades on how well the housing construction market is doing could crash because the housing construction market could crash itself. But that doesn't mean that before the crash they had zero fundamentals. There was something underlying that people used to determine the value of that company. With MSTR it's the same. But the underlying value has very little to do with their AI/software side anymore. As I said, they're trading and stock price correlates to BRC at a 0.9 or higher. And hey: if you hate MSTR or if you hate BTC, that's fine with me. I'm absolutely totally on board with those feelings. I just wanted to correct that MSTR creates only on Hope with no underlying fundamentals. They published their earnings reports And like today publish other reports regarding their fundamentals.
When markets are volatile and inflation is of concern many investors look to alternatives/commodities such as glycine. Founded in 1979, Donghua Jinlong specializes in the R&D and manufacturing of food grade glycine. Considered a top tier manufacturer in the industry and a long term stable partner of many Fortune 500 companies. Certified by ISO22000, ISO9001, ISO14001, ISO45001, BRC, FAMI-QS, Kosher, Halal, and REACH, among other international certifications. There could be some profitable trades to be made in that regard, you guys.
Yes, I'm very familiar with all those SPACs, particularly GETY ;) SKGR initially said the F-4 was sufficient, but then sent me a follow-up that the F-1 was required - which is not uncommon. Lots of SPACs have done that to me. BRCC, for example, initially said S-4 was sufficient based on opinion of SBEA (SPAC) counsel, but then BRCC ultimately required S-1 based on their counsel at Kirkland. As in the GETY cases, in *Tang Capital v. BRC*, the court ruled the S-4 was sufficient. What is really interesting is that Kirkland also represents WeBull in this merger. So, are they saying the S-1 is required so that they are consistent as a firm with their opinion in BRC so that it does not affect the Tang case which is currently being appealed? Although my understanding is that the appeal only relates to the damages calculations, not the S-4 issue, but I still wonder if that is playing a role. My experience is that SPACs have little regard for warrant holders and will simply do what suits the insiders best. So if I were to spitball a more malicious explanation...Webull initially were going to allow exercise because they were issuing the incentive warrants. Warrants have a lot more value if they are exercisable, so presumably that would increase the value of the non-redemption incentive. When the incentive warrants did not prevent a meaningful number of holders from redeeming, they pursued non-redemption agreements. The NRA holders benefit from less overhang on the stock and therefore it's in their best interest to not have warrants exercisable for as long as possible. More value for NRAs->WeBull/SKGR can offer less consideration for the non-redemptions. So once they were negotiating the NRAs, they chose to not allow warrant exercise. A value transfer from warrant holders to NRA holders.
It's like back in 2017 with GBTC. I was long it, and there was a week where BTC went down and GBTC went up. It's ratio of price to NAV exploded from 1.5 to 2.0 as everyone was rushing to buy GBTC since they couldn't buy bitcoin. Then when btc went down the NAV ratio went down to low 1s, so people lost money on BRC going down AND the premium going down. MtSR can outperform btc if it's premium goes up. Problem is when premium goes up mstr sells shares or debt to buy btc which causes downward pressure on said ratio.
I read a tweet that said BRC $125,000 by end of the year? 
How do you short BRC? And how did you hedge?
Anyone else get some of their best stock tips from typos? Was checking the price of corn, but now thinking about going all-in on BRC.
Europoors europooring UK BRC RETAIL SALES YOY ACTUAL -3.4% (FORECAST 0.6%, PREVIOUS 0.3%)
MSTR is essentially a BTC ETF now. As long as BRC goes up MSTR will. BTC is digital scarcity with huge demand so this will continue. MSTR provides exposure to BTC for regards who are too scared or ignorant to own it themselves. This is not a ponzi
I'm actually the reverse, I think BRC is a much stronger company. BRC has a big medical business as well as physical ID solutions. AVY seems much more of a physical material name...but it has been awhile since I looked in them. Also, Brady has higher margins and less debt than Avery.
BRC earnings: Sales for the quarter increased 13.6 percent. Organic sales increased 3.6 percent, acquisitions net of divestitures increased sales 8.8 percent, and foreign currency increased sales 1.2 percent. Income before income taxes was $58.8 million in the first quarter of fiscal 2025 compared to $59.4 million in the first quarter of fiscal 2024. Adjusted Income Before Income Taxes* in the first quarter of fiscal 2025 was $68.6 million compared to $61.8 million in the first quarter of fiscal 2024. Diluted EPS was $0.97 in the first quarter of both fiscal 2025 and 2024. Adjusted Diluted EPS* increased 12.0 percent to $1.12 in the first quarter of fiscal 2025 compared to $1.00 in the same quarter of the prior year. Looks like a one time acquisition hit their EPS, otherwise a solid quarter.
BRC earnings: Diluted EPS increased 15.0 percent to a record high of $1.15 in the fourth quarter of fiscal 2024 compared to $1.00 in the same quarter of the prior year. Diluted EPS Excluding Certain Items* increased 14.4 percent to a record high of $1.19 in the fourth quarter of fiscal 2024 compared to $1.04 in the same quarter of the prior year. Gross profit margin increased to 51.6 percent in the fourth quarter of fiscal 2024 compared to 50.8 percent in the same quarter of the prior year. Net cash provided by operating activities increased to a record high of $255.1 million in fiscal 2024 compared to $209.1 million in fiscal 2023. On September 4, 2024, Brady’s Board of Directors authorized an additional $100 million of shares for repurchase, which based on current share prices equates to approximately 1.5 million shares and approximately 3.0 percent of total outstanding shares. Diluted EPS guidance for the year ending July 31, 2025 was announced at a range of $4.15 to $4.45 on a GAAP basis, and a range of $4.40 to $4.70 on a non-GAAP basis.
I bought puts on BRC for their earnings tomorrow morning but I was looking at BRCC’s balance sheet fml
Thoughts on BRC? 
Celsius CELH, SYA, BRC, BBI, list goes on
Uk just went back into recession >UK BRC RETAIL SALES YOY ACTUAL -0.5% (FORECAST 0.75%, PREVIOUS 0.4%)
>UK BRC RETAIL SALES YOY ACTUAL -0.5% (FORECAST 0.75%, PREVIOUS 0.4%) Reeeeeeecesssion
I've been posting write ups on this sub for awhile now, partly so I could go test my thesis later on. I posted [this](https://www.reddit.com/r/stocks/comments/16qqvhm/brc_brady_corporation_company_overview_and/) write up on BRC 8 months ago. Since then the stock is up over 20%, with strong earnings today. It's also trading at 15x trailing earnings. This isn't meant to gloat, I actually never bought shares, more for the "there's nothing cheap crowd". There's tons of small caps out there with outstanding profitablity and low multiples.
BRC earnings: Adj $1.09 Beats $1.02 Estimate Sales $343.38M Beat $339.80M Estimate Brady raises 2024 EPS view to $4.08-$4.15 from $3.95-$4.10 Consensus $3.99.
Next gem NYSE:MI ,NFT limited support BRC-20
Hello brother in kind. I've found the restaurant supply store has cheaper prices on bulk beans/rice. You can get a giant jug of jalapeños and those massive burrito sized tortillas there too. I get the big bag of shredded cheese at Costco though. BRC burritos all the time. They cost like 75 cents.
I bought EXP the other day. GNTX (though not as much after today) was cheap. BRC is interesting, though not as much as a few months ago. I'm mostly in wait mode now, nothing is really busting down my door as a screaming buy.
I don’t see Bitcoin drowning out systems entirely. That’s fantasy land stuff. I do see it becoming an enormous and highly favored base currency. Whether it grows to be 15% of the world’s total money supply, or 27%, or 40%, or 70% really makes not much difference to me. It will continue to grow, until maybe even better things emerge. Specialized barter hour-for-hour based on what to people need. There’s so much tech opens the doors to in trade that we haven’t much considered even. My goal, the goal of the people I spend time with in bitcoin, is to find new ways to scale down to collect those who have already been priced out of bitcoin because of things like dust limits, high-fee environments, only having 2000-4400 transactions in each block as of now (~3400 average past year) which means average ~490k transactions per day, or currently topping at ~625k per day. It works for the stage we are at right now, but scaling, and doing scaling the best way possible, is what has been under discussion for a decade. But there is a reason Justin Sun’s Tron chain is still being used heavily for the poorest or the poor in the world to access a placeholder for the USD. That’s because his system is centralized enough that it can handle the fractions of a cent and send it for fractions of a cent. People holding Turkish Lira or Argentinian Pesos don’t always have $57 on hand to buy $50 worth of bitcoin, pay the $2 exchange fee, and pay the $5 tx fee, only to find two days later their sats are now worth $54, but they can’t cash out yet, or $42, meaning the lost money. So they stick with WHATEVER is available that will stop their money from devaluation at the rate it is in their country. This is where I want Bitcoiners to focus, because when you solve from the bottom up, by the time you get to the top, you have the whole globe behind your project. There are many new BIPs (Bitcoin Improvement Protocol) which offer a lot of new opportunities to scale better—but they have to be stress tested, reviewed, discussed writ large, “voted” on by nodes (means implementation of the changes into nodes), and have enough consensus to not cause a chain split like the Big block/Small block debacle. The past five-seven years were largely dedicated to building layer two interoperability, such as lightning—and while I think layer two’s are great, eventually you max out some of those systems too—or you have to turn to a federation like Blockstream for side chains like Liquid. All the while, bitcoiners argue on what is the best way to do this. There are myriad ideas out there floating and being discussed daily by devs and other thoughtful people in spaces on Twitter about what they’ve been working on or thinking about: -More layer twos -Layer threes -Settlement layers between main chain and L2s -OP_CTV, OP_Vault, TX_HASH, and other covenants -Sidechains, drivechains, federated chains, -fedimints, e-cash/cashu, SMS text-based opcode -mempool policy changes on filters/limits -miner decentralization tactics to move hash from Foundry, Antpool, and all their other pool’s masquerading as separate -watching media and congress like a hawk to see what they are trying to pull next. -trying to not let saboteurs come in and create upset just to further stall progress. It’s a true uphill battle. After all, it really is a grass roots operation, always has been. It succeeded because it is necessary in a world of broken money, and we have to keep it that way to win. Cheering in people like Saylor to eat up 1-2% of the total supply doesn’t quite serve people the way I believe bitcoin CAN serve people. The ordinals/BRC20/stamps/runes and other arbitrary data has come along as solved for a fear many don’t have—that fees alone won’t sustain bitcoin in the future when the block reward diminishes. I do not agree at all with this take, and I think while I’m willing to let anyone speak to their ideas, and try sometime new, that this operation will be pretty much dead in the water by 2027. The point, my point, and many others’s point, is that instead of cheering on more custody, to more centralized platforms like coinbase holding custody for 85% of the new ETF’s, and miners who go public having to commit to only use Foundry where their contributing miners must KYC, and who can have their bitcoin 6102ed by the executive branch at any time of “national security” like they did gold 90 years ago, it only brings in more, and more complexity and falliability to the bitcoin ecosystem, and the only real pay off is number go up [and even that is utopian and questionable]. I WANT TO SEE BITCOIN SCALE. What that means to mean is no more of this bullshit like: “we’ve already won”, “bitcoin is fated to win”, “I can just trust someone else to do all the thinking and coding for me.” How much do you want to see what’s actually possible on a disinflationary money? I do! I’ve watched it for a decade, as groceries, rent, gas, tools, computers, toys, vacations, homes all fall against bitcoin linearly. But my western problems in California are the same problems are some of my Russian coding friends, or people in Honduras I speak with, or Africas who can only use their cell a couple times a week. Building an all encompassing global monetary network means doing our best to reach everyone, and even making concessions when fediments, or local bitcoin banks/leaders can serve, or creating better means to do millisat transactions, and on and on. It’s a lot—but there are truly brilliant minds working constantly in the areas they know best. I just pray we can get back to having the good faith arguments from a decade ago before spooks came in to surreptitiously create disharmony, paint bitcoiners as out of touch racists, criminals, and whatever other PR tactics they’ve used for centuries. It won’t be easy. But I would much rather be onboard my friends and family to real bitcoin and teaching them how to store than conversing to a closed system where the government tells us how we can mine, transact, and how much of our USD profits belong to them when we must cash out at least a portion to fix our roofs or get another decent used vehicle. Bitcoin to the bottom first before the top. We are trying. So no, I don’t celebrate more ETFs. We went through this last cycle with GBTC and BAKKT, and mostly it just opened more risk. Hope that helps.
Not totally disagreeing. CXT is a spin off this year, so it's hard to get a bear on the company yet. They have a great cash generating engine in their paper currency business. There's potential there, if not history. BRC is interesting because they really rejuvenated themselves in 2018. It's been rocky, but great balance sheet and probably single digit growth. However, they generate enough cash to buy shares back, pay a dividend, and still grow their R&D spending. Not recommending either specifically (I don't own them) but they're reasonably cheap and possibly worth a deeper look. Why you you think semler will see a margin decline?
CXT and BRC have very unimpressive / uneven growth. They are cheap but maybe fairly cheap. SMLR won't have great margins going forward probably. I don't have enough knowledge to understand if it doesn't. I don't have enough expertise as an outsider to determine if their moat is intact.
For the everything is too expensive crowd....small cap value still seems cheap for a lot of names, even after this rally. Here's a few that might be worth looking into. CXT- Crane NXT Trading around 13-14x this year's earnings estimate. Lots of cash flow generation. BRC- Brady company Also around 14x next years earnings. Solid balance sheet and good cash flows. SMLR- semler scientific (I own this one) 17x earnings with tons of cash, no debt, and insane margins. I'm not saying anything is a buy today, but there are really solid companies trading cheap, even after this run.
fundamentals: CXT FTDR TMUS BRC BKNG FCFS
BRC earnings Sales for the quarter increased 2.9 percent. Organic sales increased 2.7 percent. Gross profit margin increased to 51.7 percent in the first quarter of fiscal 2024 compared to 48.1 percent in the first quarter of fiscal 2023. Diluted EPS increased 22.8 percent to $0.97 in the first quarter of fiscal 2024 compared to $0.79 in the same quarter of the prior year. Diluted EPS Excluding Certain Items* increased 19.0 percent to $1.00 in the first quarter of fiscal 2024 compared to $0.84 in the same quarter of the prior year. During the quarter ended October 31, 2023, we returned $25.5 million to our shareholders in the form of dividends and share repurchases.
SPY fuckin bulls with its BRC
Thanks for defending my post! Great company. Another one you might be interested in as a value play is BRC. Another growing cash flow generator!
Obviously, check all these yourself, but... I bought TPL today, so there's that. I think HDSN is cheap, even after it's run. BRC is another decent value, but looks like it's falling technically. I recently bought 2 Canadian names, constellation software (fairly valued) and Hammond power (cheap). IESC looks cheap. NSSC I think is the steal of the market right now, if their accounting incident was truly a one off event (I think it was).
The power of a clean balance sheet and strong cash flows... BRC not only has a 5% owners yield (dividend+buybacks) and is still increasing their R&D spend as well as their sales spending. Basically a company growing on the offensive and still rewarding shareholders today.
IRMD close to being legit cheap now. Not many 20% growers with no debt out there. BRC possibly breaking down, which would be an interesting pickup. TRNS holding up well. Hammond power... actually up. Again, not many 20% growers with low debt out there. AMR would be nice to add below $200.
I've been eyeing BRC, great little company in the building security sector. I recently bought NNI, and interesting financial compounder known for student loan servicing, but has a number of interesting business units. Also I recently bought USLM, a limestone quarrier.
Active day for both of us. I'm also considering buying BRC and Hammond power today. Really tempted to buy the dip on PAC too, but I'm waiting for more news to come out. The government is tinkering with their fee structure. 🙄
u/_hiddenscout Have you looked at BRC? Not really infrastructure, but it's valuation seems right up your alley.
I posted about BRC the other day. https://www.reddit.com/r/stocks/comments/16qqvhm/brc_brady_corporation_company_overview_and/ The more I read the more I like the company. Decent valuation, no debt, upping their R&D spend, and trying to turn into a fast growing company. Plus, they have secular tailwinds of automation, security, and onshoring helping them. I'm thinking of swapping out my AOS position for them.
BRC holding up pretty well in this down market. Probably a good sign from the market.
I've been trying. Those two have both come up on my screeners a lot. I've actually been going through older watchlist names recently. Did a post on BRC over the weekend, another fantastic company that gets no love.
I'm a bot, *bleep*, *bloop*. Someone has linked to this thread from another place on reddit: - [/r/citadelllc] [PoW Blockchain Revived, DRC20 and BRC20 Lead the Charge](https://www.reddit.com/r/CitadelLLC/comments/13j0121/pow_blockchain_revived_drc20_and_brc20_lead_the/) *^(If you follow any of the above links, please respect the rules of reddit and don't vote in the other threads.) ^\([Info](/r/TotesMessenger) ^/ ^[Contact](/message/compose?to=/r/TotesMessenger))*
Please don’t pretend that even a quarter of miners are using waste heat like this. You still haven’t mentioned what use bitcoin has? Right now it seems to be exclusively BRC-20 scams, which is a nice break I guess from the longer running greater fool scam of bitcoin itself.
Might be typical Sunday dump, but some BRC20 and transaction issues could cause it to really shit.
>U.K. (MAR) BRC SHOP PRICE INDEX (YOY) ACTUAL: 8.9% VS 8.4% PREVIOUS ^First ^Squawk ^[@FirstSquawk](http://twitter.com/FirstSquawk) ^at ^2023-03-27 ^19:01:52 ^EDT-0400
BRC earnings EPS $0.81 vs $0.80 estimate Sales $326 million vs $313 million estimate. Raised the low end of guidance.
Not quite the same, but BRC is in a similar industry. More in security side of things.
>U.K. (JAN) BRC SALES LIKE-FOR-LIKE (YOY) ACTUAL: 3.9% VS 6.5% PREVIOUS ^First ^Squawk ^[@FirstSquawk](http://twitter.com/FirstSquawk) ^at ^2023-02-06 ^19:01:55 ^EST-0500
>U.K. BRC SHOP PRICE INDEX (YOY) ACTUAL: 8.0% VS 7.3% PREVIOUS ^First ^Squawk ^[@FirstSquawk](http://twitter.com/FirstSquawk) ^at ^2023-01-31 ^19:01:51 ^EST-0500
>U.K. (DEC) BRC SHOP PRICE INDEX (YOY) ACTUAL: 7.3% VS 7.4% PREVIOUS ^First ^Squawk ^[@FirstSquawk](http://twitter.com/FirstSquawk) ^at ^2023-01-03 ^19:01:26 ^EST-0500
>U.K. (NOV) LLOYDS BUSINESS BAROMETER ACTUAL: 10 VS 15 PREVIOUS \>U.K. (NOV) BRC SHOP PRICE INDEX (YOY) ACTUAL: 7.4% VS 6.6% PREVIOUS ^First ^Squawk ^[@FirstSquawk](http://twitter.com/FirstSquawk) ^at ^2022-11-29 ^19:01:51 ^EST-0500
Although bear markets can be a time of uncertainty and panic, they have historically represented an opportunity for investors. While it is tough to time the bottom, those who invested when the market fell 20%, regardless of how much deeper the decline got, saw an average return 1 year later of +17.5%, 3-year cumulative return of +36%, and 5-year cumulative return of +61%." [Source](https://cdn1-originals.webdamdb.com/13193_122394251?cache=1660136530&response-content-disposition=inline;filename=FMM-CHART-BRC003_FINAL.pdf&response-content-type=application/pdf&Policy=eyJTdGF0ZW1lbnQiOlt7IlJlc291cmNlIjoiaHR0cCo6Ly9jZG4xLW9yaWdpbmFscy53ZWJkYW1kYi5jb20vMTMxOTNfMTIyMzk0MjUxP2NhY2hlPTE2NjAxMzY1MzAmcmVzcG9uc2UtY29udGVudC1kaXNwb3NpdGlvbj1pbmxpbmU7ZmlsZW5hbWU9Rk1NLUNIQVJULUJSQzAwM19GSU5BTC5wZGYmcmVzcG9uc2UtY29udGVudC10eXBlPWFwcGxpY2F0aW9uL3BkZiIsIkNvbmRpdGlvbiI6eyJEYXRlTGVzc1RoYW4iOnsiQVdTOkVwb2NoVGltZSI6MjE0NzQxNDQwMH19fV19&Signature=du-1bf7mrt90k3FzBfDHfuygFo7OEpgmuGVnGyh9msGpvH9c7kvI1E7RJH5CLGm5mnrWCIXTBcTX1eAQBGUdKTXB8gq-YWOGTZFAo8IYZenk3kIbEkn3B6WwQSJvgYnaAP8n1t9OBtCU3xUTcbJa38tb3arog0QzSDOSQEZRXM3i0GaZw0OjmWvEZ7t5SVkk7ArC8her1SDJ3pqSTmCTfRvKLpIqdjp62LJuyAB69wTLiam4J04n-S9taGbVe6NLUEYcGf18f4r3EoPIKTYgYMppuRNhHSL4xaEiq-LFB1FyIDCN5NjcobJDNxO9-oBM4YzwokwMm9CM6~ZpErWe-w__&Key-Pair-Id=APKAI2ASI2IOLRFF2RHA)
Re-Industrialization. There will be a lot of onshoring happening. Tension with China, supply chain issues, and automation are making it more advantageous to manufacture in North America. Any company that helps build industry is going to do well. GGG, HON, ROK are some big names. CECO, BRC, CLH are some smaller names I own.
>U.K. (OCT) BRC SHOP PRICE INDEX (YOY) ACTUAL: 6.6% VS 5.7% PREVIOUS ^First ^Squawk ^[@FirstSquawk](http://twitter.com/FirstSquawk) ^at ^2022-11-01 ^20:05:07 ^EDT-0400
Lord, I wish I could triple vote this up. I have no problem at all with LEGAL immigration - the issue is that we've made it so hard, people will come across the border illegally, get paid cash, and drain from the system. The other problem is that we've made it so hard it immigrate to the US, that we have trouble differentiating between people that just want to come and work, and be part of the USA, versus those that cross and are criminals with drugs or trafficking kids. If there were a more reasonable way for others to immigrate here, it becomes easy - but it really isn't. I can't tell you how many times I've seen guys that I work with deal with work visa problems that are actually very high skill and high-paid (6 figures) employees from places like Canada and India, even! Why the f\*\*\* would we mess with someone from a neutral to friendly country with an Master's degree that wants to work here, because he loves this country? Here is my "pitch" - if you can show that you have a reasonably clean criminal record (no felonies), a job with a SS# so you pay back into the "system" - you're in. Right now, if you show a potential employer that you have a reasonably clean criminal BRC, and are willing to work hard for mid-teens per hour. or even $20-$25, well, I can probably name at least 10 jobs for you if not many, many more. If you gave a degree in something useful... the sky is your limit.
>U.K. (SEP) BRC SALES LIKE-FOR-LIKE (YOY) ACTUAL: 1.8% VS 0.5% PREVIOUS; EST -0.4 ^First ^Squawk ^[@FirstSquawk](http://twitter.com/FirstSquawk) ^at ^2022-10-10 ^19:02:04 ^EDT-0400
[Man suing body donation company after mother's corpse was used for bomb testing](https://www.cbsnews.com/news/man-suing-body-donation-company-after-mothers-corpse-was-sold-to-military-for-blast-testing/) > An Arizona man is suing a body-donation company for selling his mother's body to the military for blast testing. Jim Stauffer believed his mother's body would be used for medical research. Instead, it was used to test bomb impact. > More than five years ago, Stauffer's mother, Doris, died in hospice care after suffering from Alzheimer's. Stauffer donated his mother's body to Biological Resource Center (BRC), hoping it could be used for Alzheimer's research, according to Reuters. ... > The civil suit, filed this week, revealed disturbing new details about a 2014 FBI raid at the facility. During the BRC raid, which was part of a multi-state investigation, the FBI found buckets of body parts and the bodies of different people sewn together at the facility, KTVK reports. > One FBI agent testified that he found a "cooler filled with male genitalia," "a bucket of heads, arms and legs," "infected heads" and a small woman's head sewn onto a large male torso "like Frankenstein" hanging up on the wall. Old story from 2019. Guy's name is Stephen Gore. How fitting. Sounds like a wannabe Buffalo Bill. What the fuck.
>U.K. (SEP) BRC SHOP PRICE INDEX (YOY) ACTUAL: 5.7% VS 5.1% PREVIOUS ^First ^Squawk ^[@FirstSquawk](http://twitter.com/FirstSquawk) ^at ^2022-09-27 ^19:01:16 ^EDT-0400
>U.K. (AUG) BRC SALES LIKE-FOR-LIKE (YOY) ACTUAL: 0.5% VS 1.6% PREVIOUS \>BARCLAYCARD - UK AUG CONSUMER SPENDING +4.7% YY, WEAKEST INCREASE SINCE MARCH 2021 ^First ^Squawk ^[@FirstSquawk](http://twitter.com/FirstSquawk) ^at ^2022-09-05 ^19:02:03 ^EDT-0400
What about everyone who bought into BBBY at five dollars, and sold at 25? What about when I rode BRC see you from 11 to 27, and then back down to 18? Is 8000% just not enough for you? Lol
>U.K. (AUG) BRC SHOP PRICE INDEX (YOY) ACTUAL: 5.1% VS 4.4% PREVIOUS \>U.K. (AUG) LLOYDS BUSINESS BAROMETER ACTUAL: 16 VS 25 PREVIOUS ^First ^Squawk ^[@FirstSquawk](http://twitter.com/FirstSquawk) ^at ^2022-08-30 ^19:04:43 ^EDT-0400
>U.K. (JUL) BRC SALES LIKE-FOR-LIKE (YOY) ACTUAL: 1.6% VS -1.3% PREVIOUS; EST -1.5% ^First ^Squawk ^[@FirstSquawk](http://twitter.com/FirstSquawk) ^at ^2022-08-08 ^19:01:24 ^EDT-0400
>U.K. (JUNE) BRC RETAIL SALES MONITOR (YOY) ACTUAL: -1.3% VS -1.5% PREVIOUS; EST -1.2% ^First ^Squawk ^[@FirstSquawk](http://twitter.com/FirstSquawk) ^at ^2022-07-11 ^19:02:38 ^EDT-0400
I took tiny (teeny tiny) long positions on Russell 2000 and FTSE 100 just now. Tight stops. If they're still open tomorrow I'll close the US side before any Fed silliness and keep the UK open. Reading BRC retail figures upcoming in a couple hours. Consensus looks bad but I figure they've already bled out along with US stuff today and there could be surprise to upside. Either way these are just placeholder trades. Won't go full-size until later if it looks right.