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Tim Eriksen

@eriksen_tim · 10 calls

Investment manager

Founder of Eriksen Capital Management and managing member of Cedar Creek Partners. The partnership focuses on micro- and small-cap equities, using a bottom-up value approach that emphasizes cash flow and earnings power.

Background sources:Eriksen Capital strategy ↗Founder background ↗Reviewed

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Individual calls

DateContributorInstrumentClaim (verbatim)HorizonScoreSource
2026-10-16Tim Eriksen
@eriksen_tim
Investment manager
RVRF“Another excellent quarter from River Financial $RVRF EPS of $1.93. Trading at 6x growing run rate. Can be hard to buy at some brokers. Fund bought a year ago at ~$33.”—+10Tweet ↗
2026-09-17Tim Eriksen
@eriksen_tim
Investment manager
FNDM“The $FNDM story just keeps getting better for shareholders and weirder at the same time. After the large dividend in December FNDM still held Bitcoinica BTC claims from the settlement with Thomas Braziel. The receiver decided to sell the claims now rather than wait. He hired”—+5Tweet ↗
2026-09-01Tim Eriksen
@eriksen_tim
Investment manager
PGNT“Brief follow up to the $PGNT dumpster fire: During the 2025 proxy campaign Sham (it's all in the name) stated his slate would work to separate CEO and Chairman roles. After winning they worked to do ... the exact opposite. I'm shocked (sarcasm)! But the board is allowing him”—-5Tweet ↗
2026-07-31Tim Eriksen
@eriksen_tim
Investment manager
TAIT“$TAIT Taitron is a great example of why I will buy something even when it is tiny, and it is. Deregistration drove share price $2.50 to $1.00 to $1.20 range. Book was $2.50 per sh. Net cash $1.50 per sh. Real estate of $1.50 per share. Yield 14%. Earnings were temporarily”—+10Tweet ↗
2026-06-11Tim Eriksen
@eriksen_tim
Investment manager
SKAS“Time to end being passive on Saker Aviation. $SKAS”—+5Tweet ↗
2026-06-02Tim Eriksen
@eriksen_tim
Investment manager
MMTMF“Solid quarter by Monument Mining $MMY.V $MMTMF earned $22.65M or $0.07 per share. Has almost $101M or $0.30 per net cash. Trading at ~ 2x earnings net of cash.”—+5Tweet ↗
2026-03-13Tim Eriksen
@eriksen_tim
Investment manager
STLE“I have been building a position in Steele Bancorp $STLE. It came about through the merger of Mifflinburg and Northumberland. If you adjust Q4 for merger expenses and bargain purchase gain, you get $6.4M pre-tax, or roughly $1.60 per share. They also incur $0.20 per share of”—+10Tweet ↗
2026-02-04Tim Eriksen
@eriksen_tim
Investment manager
SLBK“Great quarter for Skyline Bankshares $SLBK $0.79 versus $0.45 in prior year 4th qtr. and $0.73 in Q3. Trading at a bit over 6 times growing earnings.”—+5Tweet ↗
2026-01-29Tim Eriksen
@eriksen_tim
Investment manager
SBMW“@dirtcheapbanks $PFSB and $SBMW have good profits and are trading well below book.”—+5Tweet ↗
2026-01-29Tim Eriksen
@eriksen_tim
Investment manager
PFSB“@dirtcheapbanks $PFSB and $SBMW have good profits and are trading well below book.”—+5Tweet ↗