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george @beatingthetide.com · 2d

Ten years ago: negative book equity, 5x leverage, share price down 70%. Today: record profits, falling debt, and guidance raised twice. The market still treats it like the corpse it used to be. Some of the best returns come… https://www.beatingthetide.com/p/record-quarter-stock-fell-q2-2026-update

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