The discussion of Linus begins at approximately 10:48 and ends around 15:07. There isn't a single, precise timestamp for "Linus," as the information is spread across that time segment.
This video analyzes Whitney Tilson's "US IPO" presentation, revealing three stocks Tilson believes will significantly increase in value. The video provides details about each stock, including their potential, risks, and current market standing, without requiring viewers to purchase Tilson's newsletter.
FNMA (Fanny Mae): A government-sponsored enterprise, currently under federal conservatorship. High risk, high reward potential if released from conservatorship, but significant uncertainty remains. Trades as a penny stock.
LB (Landbridge): A leading land management company in the Permian Basin, with diverse revenue streams (oil, gas, water, etc.). Rapid financial growth but also high volatility and limited analyst coverage. Currently trading below analyst price targets.
Linus (implied): A major non-Chinese producer of rare earth elements. Strong recent stock performance driven partly by a US Department of Defense deal, but faces challenges like pricing volatility and rising costs. Analyst sentiment is mixed.
