No Called Strikes Investing
@ncsinvesting.bsky.social
I'm a big believer that there are "No Called Strikes" in investing. I write on Seeking Alpha and Substack, covering a small number of companies.
Reposted by No Called Strikes Investing
First handful of picks into the 2026 Stock Picking Contest are in. Time to start thinking hard. Enter below (free) and share to help build the community.
docs.google.com/forms/d/e/1F...
docs.google.com/forms/d/e/1F...
2026 Long/Short Stock Contest
Entries Open NOW, Entries Close Sunday 1/9/26
Rules:
1 Long Pick
1 Short Pick
Picks tracked for full year performance.
Long score capped at 100% Winner has highest combined score (Max 200%) at the...
docs.google.com
December 27, 2025 at 6:20 PM
First handful of picks into the 2026 Stock Picking Contest are in. Time to start thinking hard. Enter below (free) and share to help build the community.
docs.google.com/forms/d/e/1F...
docs.google.com/forms/d/e/1F...
Reposted by No Called Strikes Investing
Reposted by No Called Strikes Investing
“There are no more files, case closed.”
Six months later after Rep. Massie & my Epstein Transparency Act.
“There are a million files.”
Six months later after Rep. Massie & my Epstein Transparency Act.
“There are a million files.”
December 24, 2025 at 8:24 PM
“There are no more files, case closed.”
Six months later after Rep. Massie & my Epstein Transparency Act.
“There are a million files.”
Six months later after Rep. Massie & my Epstein Transparency Act.
“There are a million files.”
Alright, I've been on the fence for quite awhile now, but I think it is time to give Substack a try....
First post is a more fleshed-out writeup on Taitron Components ($TAIT)
nocalledstrikesinvesting.substack.com/p/taitron-co...
First post is a more fleshed-out writeup on Taitron Components ($TAIT)
nocalledstrikesinvesting.substack.com/p/taitron-co...
Taitron Components
A net-net with a real business and valuable real estate
nocalledstrikesinvesting.substack.com
December 24, 2025 at 3:03 PM
Alright, I've been on the fence for quite awhile now, but I think it is time to give Substack a try....
First post is a more fleshed-out writeup on Taitron Components ($TAIT)
nocalledstrikesinvesting.substack.com/p/taitron-co...
First post is a more fleshed-out writeup on Taitron Components ($TAIT)
nocalledstrikesinvesting.substack.com/p/taitron-co...
VIX at 14? Sure...
December 22, 2025 at 8:45 PM
VIX at 14? Sure...
Longer, multi-post thread on the case for $TAIT as an investment.
Main attractions is the price of the shares relative to the company's assets. $TAIT is a net-net trading at about a 30% discount to its net cash position. Cash burn is minimal, the company has hard assets, and they even pay a div.
Main attractions is the price of the shares relative to the company's assets. $TAIT is a net-net trading at about a 30% discount to its net cash position. Cash burn is minimal, the company has hard assets, and they even pay a div.
December 22, 2025 at 5:06 PM
Longer, multi-post thread on the case for $TAIT as an investment.
Main attractions is the price of the shares relative to the company's assets. $TAIT is a net-net trading at about a 30% discount to its net cash position. Cash burn is minimal, the company has hard assets, and they even pay a div.
Main attractions is the price of the shares relative to the company's assets. $TAIT is a net-net trading at about a 30% discount to its net cash position. Cash burn is minimal, the company has hard assets, and they even pay a div.
I admit I don't understand $THRY's recent negative beta. I don't know why broader market enthusiasm would be a negative? I'd love to hear anyone's thoughts
December 19, 2025 at 3:05 PM
I admit I don't understand $THRY's recent negative beta. I don't know why broader market enthusiasm would be a negative? I'd love to hear anyone's thoughts
Reposted by No Called Strikes Investing
very weird feeling watching a seemingly coked out president yell at you for 20 minutes straight
December 18, 2025 at 2:20 AM
very weird feeling watching a seemingly coked out president yell at you for 20 minutes straight
Reposted by No Called Strikes Investing
Q:What do we want?
A: A COLLAPSE
Q:When do we want it?
A: THE CLOSE!
A: A COLLAPSE
Q:When do we want it?
A: THE CLOSE!
a crowd of people are gathered in a park and one of them is holding an american flag
ALT: a crowd of people are gathered in a park and one of them is holding an american flag
media.tenor.com
December 17, 2025 at 8:13 PM
Q:What do we want?
A: A COLLAPSE
Q:When do we want it?
A: THE CLOSE!
A: A COLLAPSE
Q:When do we want it?
A: THE CLOSE!
$TAIT and $THRY in the portfolio like peanut butter and jelly. Net-net asset play paired with hidden growth story.
December 17, 2025 at 8:41 PM
$TAIT and $THRY in the portfolio like peanut butter and jelly. Net-net asset play paired with hidden growth story.
Reposted by No Called Strikes Investing
Is oil at $56 something to worry about?
December 16, 2025 at 2:29 AM
Is oil at $56 something to worry about?
Nanocap investing means sometimes being 100% of daily (minimal) volume...
December 12, 2025 at 3:30 PM
Nanocap investing means sometimes being 100% of daily (minimal) volume...
VIX under 15, with this much economic and political uncertainty? Sure, why not.
December 11, 2025 at 7:53 PM
VIX under 15, with this much economic and political uncertainty? Sure, why not.
Reposted by No Called Strikes Investing
Happy Fed Day!
December 10, 2025 at 2:11 PM
Happy Fed Day!
Reposted by No Called Strikes Investing
Fintwit archive, 2018.
November 26, 2025 at 4:08 PM
Fintwit archive, 2018.
Reposted by No Called Strikes Investing
Got the connections that can make $CashTags happen?
November 23, 2025 at 1:02 AM
Got the connections that can make $CashTags happen?
$TAIT is silly cheap now, post delisting announcement selloff. Their real estate alone is probably worth north of $12mm, plus $10mm of cash/short-term investments, against no long-term debt and an $8mm market cap. Generating positive cashflow from operations. Silly cheap
November 20, 2025 at 4:38 PM
$TAIT is silly cheap now, post delisting announcement selloff. Their real estate alone is probably worth north of $12mm, plus $10mm of cash/short-term investments, against no long-term debt and an $8mm market cap. Generating positive cashflow from operations. Silly cheap
Reposted by No Called Strikes Investing
Trump is hemorrhaging support. This is a failed administration.
November 19, 2025 at 1:30 AM
Trump is hemorrhaging support. This is a failed administration.
Reposted by No Called Strikes Investing
It's worth noting that there's a generational aspect to this. Racial resentment among white Americans decreases with the younger generations.
Those claiming Dems should retreat on racial justice aren't hard-headed realists, they're pushing against the electoral tide rather than leaning into it. The story of Gen Z isn't about racist backlash or red-pilled young men. It's the most racially progressive generation in American history. 🧵
November 17, 2025 at 9:49 PM
It's worth noting that there's a generational aspect to this. Racial resentment among white Americans decreases with the younger generations.
Reposted by No Called Strikes Investing
".. only 33% of U.S. adults approve of the way the Republican president is managing the government, down from 43% in an AP-NORC poll from March. ..
.. Independents' approval dropped from 38% to 25%."
.. Independents' approval dropped from 38% to 25%."
November 12, 2025 at 4:31 PM
".. only 33% of U.S. adults approve of the way the Republican president is managing the government, down from 43% in an AP-NORC poll from March. ..
.. Independents' approval dropped from 38% to 25%."
.. Independents' approval dropped from 38% to 25%."