bfrankvalue's profile picture. Turning rocks and buying stocks. Portfolio Manager for small/mid-cap Frank Value Fund $FNKIX. Stubborn distance runner. Not investment advice.

Brian Frank

@bfrankvalue

Turning rocks and buying stocks. Portfolio Manager for small/mid-cap Frank Value Fund $FNKIX. Stubborn distance runner. Not investment advice.

$OPEN The $1.2b secondary offering from Opendoor is bigger than any of the priced IPOs from October. Shares will be delivered on November 13th. Moar supply!

bfrankvalue's tweet image. $OPEN The $1.2b secondary offering from Opendoor is bigger than any of the priced IPOs from October. Shares will be delivered on November 13th. Moar supply!

$DENN

bfrankvalue's tweet image. $DENN

Well this is notable. Denny's is being sold to a pair of investment firms and Yadav Enterprises for $6.25 per share. investor.dennys.com/news/news-deta…



$PLTR Palantir trading ~85x 2026 sales 🔥and my feed loves to quote that Sun Microsystems 10x sales rant from 1999. How quaint.

bfrankvalue's tweet image. $PLTR Palantir trading ~85x 2026 sales 🔥and my feed loves to quote that Sun Microsystems 10x sales rant from 1999. How quaint.

$AMZN Those OpenAI press releases lack follow-through now?

bfrankvalue's tweet image. $AMZN Those OpenAI press releases lack follow-through now?

$KVUE Kimberly-Clark proposes cash and stock merger with Kenvue. Staples are too cheap!

bfrankvalue's tweet image. $KVUE Kimberly-Clark proposes cash and stock merger with Kenvue. Staples are too cheap!

Take a break, tech, November is value month.

bfrankvalue's tweet image. Take a break, tech, November is value month.

$AMZN Anthropic unrealized gains (other income) significantly bumped EPS in Q3 2025. "Third quarter 2025 net income includes pre-tax gains of $9.5 billion included in non-operating income (expense) from our investments in Anthropic, PBC."

bfrankvalue's tweet image. $AMZN Anthropic unrealized gains (other income) significantly bumped EPS in Q3 2025.

"Third quarter 2025 net income includes pre-tax gains of $9.5 billion included in non-operating income (expense) from our investments in Anthropic, PBC."

$OKLO Demand, meet supply.

bfrankvalue's tweet image. $OKLO Demand, meet supply.

Brian Frank reposted

My only takeaway from the large-cap tech earnings AH is that these are no longer the asset-light darlings where you can assume all growth is good growth. $GOOG spent 23% of sales on capex this quarter, and $MSFT came in at 25%. You really have to trust that management knows…


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