Tyler Pellom
@pellom-value.com
Searching for value(s): www.pellom-value.com
COVID/lockdown and algorithmic social media have made us all skew negative, whether we are conscious of it or not.
Consumer confidence data is basically useless for markets/econ forecasting at this point. There is just no universe where periods when inflation was 5x as high, real income growth was deeply negative, or unemployment was more than 2x current were better than the current backdrop.
December 19, 2025 at 4:00 PM
COVID/lockdown and algorithmic social media have made us all skew negative, whether we are conscious of it or not.
Russell Napier on The Solid Ground, Anatomy of a Bear, The Library of Mistakes and Value | S07 E45
open.spotify.com
December 18, 2025 at 2:28 PM
Reposted by Tyler Pellom
One of the Oracle (ORCL) Stargate data centers in Michigan doesn't have financing after Blue Owl (OWL) pulled out. Increasing signals that capital is starting to turn away from the sector having gorged for the past year.
Oracle’s $10bn Michigan data centre in limbo after Blue Owl funding talks stall
Investment firm concerned about tougher debt terms and the risk of delays to the vast project
www.ft.com
December 17, 2025 at 1:19 PM
One of the Oracle (ORCL) Stargate data centers in Michigan doesn't have financing after Blue Owl (OWL) pulled out. Increasing signals that capital is starting to turn away from the sector having gorged for the past year.
Reposted by Tyler Pellom
"Cash on the sidelines" has been a repeated claim recently for why market will go higher. <Ed: There isn't any>
All. In.
Portfolio managers' cash level drops to a record low 3.3%. Dec BofA FMS
Portfolio managers' cash level drops to a record low 3.3%. Dec BofA FMS
December 16, 2025 at 3:07 PM
"Cash on the sidelines" has been a repeated claim recently for why market will go higher. <Ed: There isn't any>
Reposted by Tyler Pellom
NEW: @BethanyMac12 who exposed Enron, reports that if you're looking for an AI bubble, you don’t need to look at the hyperscalers.
Instead, look at the old-school companies slapping "AI" on pitch decks and watching valuations soar.
Companies like RadNet.
Our new investigation on $RDNT:
Instead, look at the old-school companies slapping "AI" on pitch decks and watching valuations soar.
Companies like RadNet.
Our new investigation on $RDNT:
December 16, 2025 at 2:58 PM
NEW: @BethanyMac12 who exposed Enron, reports that if you're looking for an AI bubble, you don’t need to look at the hyperscalers.
Instead, look at the old-school companies slapping "AI" on pitch decks and watching valuations soar.
Companies like RadNet.
Our new investigation on $RDNT:
Instead, look at the old-school companies slapping "AI" on pitch decks and watching valuations soar.
Companies like RadNet.
Our new investigation on $RDNT:
Reposted by Tyler Pellom
OpenAI will spend $6 billion on stock-based compensation this year, half of its revenue: www.wsj.com/tech/ai/open...
December 14, 2025 at 1:20 AM
OpenAI will spend $6 billion on stock-based compensation this year, half of its revenue: www.wsj.com/tech/ai/open...
Reposted by Tyler Pellom
*SOME ORACLE DATA CENTERS FOR OPENAI DELAYED TO 2028 FROM 2027
*ORACLE DELAYS LARGELY DUE TO LABOR AND MATERIAL SHORTAGES
Could become a common theme--you can't build w/o workers. Construction workers are mostly immigrants. Tariffs also increase materials costs...hard to have your cake & eat it too
*ORACLE DELAYS LARGELY DUE TO LABOR AND MATERIAL SHORTAGES
Could become a common theme--you can't build w/o workers. Construction workers are mostly immigrants. Tariffs also increase materials costs...hard to have your cake & eat it too
December 12, 2025 at 4:15 PM
*SOME ORACLE DATA CENTERS FOR OPENAI DELAYED TO 2028 FROM 2027
*ORACLE DELAYS LARGELY DUE TO LABOR AND MATERIAL SHORTAGES
Could become a common theme--you can't build w/o workers. Construction workers are mostly immigrants. Tariffs also increase materials costs...hard to have your cake & eat it too
*ORACLE DELAYS LARGELY DUE TO LABOR AND MATERIAL SHORTAGES
Could become a common theme--you can't build w/o workers. Construction workers are mostly immigrants. Tariffs also increase materials costs...hard to have your cake & eat it too
I briefly wrote for the MTSU Rivals site and I can confirm I got some of the wildest rumors sent to my inbox — unprompted — about every school in the state.
Okay, tell you what. Before I buckle down and do my actual writing for the day, I'll put all of my WHY DIDN'T YOU, MATT BROWN OR PERHAPS YOUR PEERS, DIG INTO MICHIGAN COACHING RUMORS ENOUGH thoughts in this thread.
Ok, so I guess my question would be if you heard a rumor wouldn’t you want to start a FOIA process. How many of these people who heard rumblings in September began digging then? I think that is his point. Might have heard but didn’t care enough to dig.
December 12, 2025 at 3:42 PM
I briefly wrote for the MTSU Rivals site and I can confirm I got some of the wildest rumors sent to my inbox — unprompted — about every school in the state.
Reposted by Tyler Pellom
At Madison Square Garden, the physical test begins when players arrive at the building, not when the game starts.
Peter Baugh breaks down the grind of MSG’s five story hike.
Peter Baugh breaks down the grind of MSG’s five story hike.
December 11, 2025 at 4:13 PM
At Madison Square Garden, the physical test begins when players arrive at the building, not when the game starts.
Peter Baugh breaks down the grind of MSG’s five story hike.
Peter Baugh breaks down the grind of MSG’s five story hike.
“China now has the biggest power grid the world has ever seen. Between 2010 and 2024, its power production increased by more than the rest of the world combined.
December 11, 2025 at 2:38 PM
“China now has the biggest power grid the world has ever seen. Between 2010 and 2024, its power production increased by more than the rest of the world combined.
Reposted by Tyler Pellom
Okay guys sure thing
*ORACLE SAYS FREE CASH FLOW WAS -$10 BILLION IN QUARTER
*ORACLE SAYS COMMITTED TO MAINTAINING INVESTMENT GRADE
*ORACLE SAYS FREE CASH FLOW WAS -$10 BILLION IN QUARTER
*ORACLE SAYS COMMITTED TO MAINTAINING INVESTMENT GRADE
December 10, 2025 at 10:09 PM
Okay guys sure thing
*ORACLE SAYS FREE CASH FLOW WAS -$10 BILLION IN QUARTER
*ORACLE SAYS COMMITTED TO MAINTAINING INVESTMENT GRADE
*ORACLE SAYS FREE CASH FLOW WAS -$10 BILLION IN QUARTER
*ORACLE SAYS COMMITTED TO MAINTAINING INVESTMENT GRADE
“2026 may be retrospectively identified as the pivot point where antifragility shifted from the owner of the software company to the owner of the copper mine.”
open.substack.com/pub/moigloba...
open.substack.com/pub/moigloba...
The Great Rotation: The Case for Intelligent Investing 3D
It's time to invest in the world we see when our screens are off.
open.substack.com
December 10, 2025 at 6:20 PM
“2026 may be retrospectively identified as the pivot point where antifragility shifted from the owner of the software company to the owner of the copper mine.”
open.substack.com/pub/moigloba...
open.substack.com/pub/moigloba...
Reposted by Tyler Pellom
Wage growth at 3-3.5%, job growth at 0%, and inflation at 3% leaves households without much real spending power these days.
December 10, 2025 at 4:06 PM
Wage growth at 3-3.5%, job growth at 0%, and inflation at 3% leaves households without much real spending power these days.
This is a very simplistic take, and I have not done much research (although I am working on it), but if you can size it right to avoid regulatory risk, it seems to me there is solid money to be made in a dollar cost averaging approach with $OMAB, $ASR and $FER over the next decade.
December 10, 2025 at 2:58 PM
This is a very simplistic take, and I have not done much research (although I am working on it), but if you can size it right to avoid regulatory risk, it seems to me there is solid money to be made in a dollar cost averaging approach with $OMAB, $ASR and $FER over the next decade.
I think an interesting investing-focused podcast could be centered around the idea, “Tell me what you don’t know.”
December 9, 2025 at 5:33 PM
I think an interesting investing-focused podcast could be centered around the idea, “Tell me what you don’t know.”
Reposted by Tyler Pellom
Breaking news: Veteran investment manager Todd Combs is to leave Berkshire Hathaway and join JPMorgan Chase, as Warren Buffett prepares to step back from running the conglomerate. on.ft.com/48Vpbxk
December 8, 2025 at 11:21 AM
Breaking news: Veteran investment manager Todd Combs is to leave Berkshire Hathaway and join JPMorgan Chase, as Warren Buffett prepares to step back from running the conglomerate. on.ft.com/48Vpbxk
2025 Reading Recommendations
My favorite books I read this year.
open.substack.com
December 5, 2025 at 8:32 PM
Reposted by Tyler Pellom
Massive year for retail traders:
Outperforming because of what they’ve bought AND when they’ve bought
sherwood.news/markets/reta...
Outperforming because of what they’ve bought AND when they’ve bought
sherwood.news/markets/reta...
December 4, 2025 at 3:36 PM
Massive year for retail traders:
Outperforming because of what they’ve bought AND when they’ve bought
sherwood.news/markets/reta...
Outperforming because of what they’ve bought AND when they’ve bought
sherwood.news/markets/reta...
Hey, I’m back on Substack! Can’t you tell by my grimace how excited I am about it!?
Anyway, here’s a free one I wrote a couple of months ago sure to make everyone happy and drive new subscriptions.
open.substack.com/pub/pellomva...
Anyway, here’s a free one I wrote a couple of months ago sure to make everyone happy and drive new subscriptions.
open.substack.com/pub/pellomva...
Your Mental Models are Bulls**t
Pellom Value Investments LLC is a private investment manager domiciled in the state of Tennessee.
open.substack.com
December 2, 2025 at 8:50 PM
Hey, I’m back on Substack! Can’t you tell by my grimace how excited I am about it!?
Anyway, here’s a free one I wrote a couple of months ago sure to make everyone happy and drive new subscriptions.
open.substack.com/pub/pellomva...
Anyway, here’s a free one I wrote a couple of months ago sure to make everyone happy and drive new subscriptions.
open.substack.com/pub/pellomva...
Gildan announces their acquisition of Hanesbrands is complete.
“Our priority now is to execute a seamless, collaborative integration that enables us to fully capture the value of our expanded platform and deliver at least $200 million in run-rate cost synergies.”
gildancorp.com/en/media/new...
“Our priority now is to execute a seamless, collaborative integration that enables us to fully capture the value of our expanded platform and deliver at least $200 million in run-rate cost synergies.”
gildancorp.com/en/media/new...
Gildan Completes the Acquisition of HanesBrands
Montreal, December 1, 2025 - Gildan Activewear Inc. (GIL: TSX and NYSE) (“Gildan” or the “Company”) announced today that it has completed the previously announced acquisition of HanesBrands Inc. (“Han...
gildancorp.com
December 1, 2025 at 5:30 PM
Gildan announces their acquisition of Hanesbrands is complete.
“Our priority now is to execute a seamless, collaborative integration that enables us to fully capture the value of our expanded platform and deliver at least $200 million in run-rate cost synergies.”
gildancorp.com/en/media/new...
“Our priority now is to execute a seamless, collaborative integration that enables us to fully capture the value of our expanded platform and deliver at least $200 million in run-rate cost synergies.”
gildancorp.com/en/media/new...