𝛼SK or Searchbullish
Companies I’m Invested in – July 2026
SUMMARY
- OMS trades below book value with 80% of their book being cash & other current assets while generating $30M+ in profit. Reported fiscal year results two weeks ago.
- OMS was a struggling division on last O&G down cycle at a Japanese conglomerate.
- It was going to be liquidated and current management bought it from conglomerate for $2M; full bargain purchase.
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- Companies I’m Invested in – July 202609 Jul 2026
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