Today I just finished CRASH TEST DUMMY. This is classic Tobias Carlisle writing!! Every sentence offers real-world investing insights. It’s fun to read, with useful tables and checklists worth reviewing. It’s not a read-once book. I gained many new investment perspectives. And I’ve read many investment books. I don’t think the book is just about benefiting from and preparing for a market downturn. But instead, it's DEEPLY RESEARCHED. And it can and should be applied to individual stock selection and analysis.
Replying to @JasonGreenwal12 @uncledoomer
I remember in the past you would send a picture of Celsius and Zyn to start your day.😆 Funny. A friend gave me my first Zyn last week. I now understand. 😎
Replying to @BillBrewsterTBB
xitter.cf/ExpectedValues/status/…
Thanks 😄! But the EXFY’s stock price on my tweet (03/19/2026) was $.77. Today’s price is 2.39 or 210% change in price 🙂.
$EXFY Expensify is deep value with insider buying, positive FCF, and tangible assets: Price = .77, EV per share = .89, 52 week price change = -76%
FCF is consistently positive, EV/GP = .77, Cash per share = .68, P/TB = .60, EV/Rev = .12,
Market cap = 72.01M, Enterprise value = 17.02M,
EXFY owns its corporate headquarters in Seattle. The property is mortgage free and has a fair value of approximately $20 million. This compares favorably to its current enterprise value of $17 million.
Further, there was material insider buying during March 2026, as 10% owner Steven J. McLaughlin purchased 2,263,444 shares at an average price of .94 per share, totaling $2,134,309.
McLaughlin, who owns 13,987,003 shares, is the Founder and CEO of Financial Technology Partners, a boutique investment bank focused on fintech.
Replying to @ExpectedValues @jawagner92
Hilarious, the CEO David Barrett is telling his 10 million customers how to vote.
Replying to @jawagner92
A major reason wasn’t the financial position. But material insider buying during March 2026, as 10% owner Steven J. McLaughlin purchased 2,263,444 shares.McLaughlin owns 13,987,003 shares and is the Founder and CEO of Financial Technology Partners, a boutique investment bank focused on fintech.
Additionally, founder and CEO David Barrett is a proven software engineer. David Barrett is a character. During the 2020 presidential election, he emailed 10 million of his customers not to vote for Trump.🤣








