I’ve spent all weekend researching $OPRX and is a must add. My thesis is long but can be shortened.

The shift toward digital health has created a need for independent practices to integrate toward larger health systems. Doctors now spend 60%+ of their time in an EMR, and spend
less time interacting with industry representatives and discovering new and innovative therapeutics. $OPRX has derived a solution where they integrate within EMR/EHR’s to deliver the latest insights to innovative therapeutics to physicians.

This is solving a major problem in
today’s therapeutics. On top that, they’re well managed:

- 60% gross margin
- Scalability
- 117%+ YoY rev growth
- Massive TAM $50B +
- 60%+ institutional ownership
- $0 debt according to last ER

Q4 earnings on Tuesday, I expect $14m+ revenue and net income +

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More from @BluSuitDillon

5 Feb
As always, I enjoy sharing my investing journey with all of you on the stocks I am investing in. Please don’t just buy a stock because I own in, instead look into it and see if it matches your portfolio. Current portfolio:


1 month returns 40%
1 year returns 204%

The market conditions are obviously subjective toward the returns as we have been on a predominately parabolic rise with few bumps along the way.
I am thankful for a rising market with positive market conditions and believe I will continue to see positive returns assuming a market rally. In the event of a crash or market correction, I anticipate on making the best unemotional decision however going 100% cash is never
Read 8 tweets
19 Dec 20
Thread: Bull Case on $FSRV

$FSRV is a great investment due to strong balance sheet, incredible growth in both earnings and revenue, and serve a competitive niche within this fintech market. I am very excited to be apart of this, undervalued, long term investment opportunity:
What does Katapult do?

They’re a fintech lending, e-commerce focused, service that allows nonprime customers to borrow money and purchase durable goods such as: Fridge’s, Tables, Couches, etc
Why they are competitive?

Some consumers with little to no credit often times don’t get approved, and it can be costly. Katapult leverages AI and ML to allocate money to them CHEAPER and faster than ever before.
Read 12 tweets
16 Dec 20
Thread: The penny stock I have chosen to buy

Disclaimer: I am not a financial advisor and I encourage all to do their own DD. There are a number of risks associated with this asset and it is speculative.

I have bought $VERB
Verb Technologies is a sales enablement technology company with multiple aspects of their product offering. Primarily, the focus on video and enabling sales reps and business owners manage, promote, and improve sales.
They are currently partnered with:

- $CRM

To allow their platform to integrate within all of their environments. They are currently traded on the NASDAQ, which means they are not OTC, providing us access to more transparency.
Read 9 tweets
14 Dec 20
Thread: Is the IPO process broken? Are we in a bubble?

Despite what many investors think, saying we’re showing signs of being in a bubble. This thread is designed to provide an ulterior perspective, on the IPO process and not the market as a whole.

The IPO process is broken.
The reason why I blame the process, and not market speculation/hype is directly correlated with a low share float among these exciting IPO’s. It’s simple supply and demand. There is not enough supply for retail investors, which is currently at a high due to free stock trading
apps such as TD Ameritrade, Robinhood, WeBull and Trader 212.

The process is broken.

When a company goes public, like $SNOW that has only 14% (ONLY 14% of the total share float!!) available to the public. Hedge funds, other companies, and institutional traders have scooped
Read 6 tweets
12 Dec 20
Thread: Growth Investing Strategies

When evaluating new positions, it becomes a very methodical and repetitious process over time. As I continue on my investment journey, I find myself understanding more and more about what good looks like. Especially, after you’ve read many
investor presentations and 10Q’s. However, over time it becomes more simple and if I were to oversimplify the strategy as a whole it comes down to one thing, growth. There are three growth metrics an investor should evaluate first before any time is wasted any further, they are:
1.) Past YoY revenue growth. The reason why this is significant is that it clearly shows you from a birds eye view how effective management is on executing their growth and expansion strategy. Many speculative investments (today I find them in EV, and in 2018 found it in MJ)
Read 10 tweets
8 Dec 20
SPAC Warrant Thread:

Warrants are a higher risk, higher reward investment made available to retail traders through SPAC’s. They trade a lot like call options in the sense where if you buy a warrant, and the stock price never goes over the strike price, it will expire worthless.
However, MOST (not all) warrants on SPAC’s have a few things in common:

1.) $11.50 strike price, meaning if the stock price goes over $11.50 you can exercise the warrant at $11.50 + your purchase price.

2.) Expires in 5 years
3.) Typically a 1:1 ratio where 1 warrant = 1 share price.

These commonalities should always be checked prior to investing into warrants.

Basically how they work is a SPAC will issue a share + a warrant under a ticker, for example, $IPOBUN. Eventually, the SPAC splits the
Read 11 tweets

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