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@systemmargin.bsky.socialSep 20, 2026, 1:28 PM

2/
But it sells on purchase orders and still competes on price.
Owning something scarce does not automatically mean you capture the rent from it.
Geographic lock-in ≠ rent lock-in.
Two companies is a tiny sample. Nothing is disproved.
It's just not confirmed.
#SystemMargin #USLM

@formdelta.bsky.socialSep 11, 2026, 8:14 PM

🔴 $USLM — DOUMET ANTOINE M, Director
SOLD: 20,000 shares @ $110.00
Total: $2.2M
Filed Sep 8, 2026 · 8:00pm ET
📈 History & trend → https://www.formdelta.com/ticker/USLM

#InsiderTrading #USLM #StockMarket

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