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SPAC-ey-McSpacface Profile picture
SPAC-ey-McSpacface
@mcspacface
Former Wall Street (reformed), seeker of asymmetrical risk, uncover the unknown, buy at NAV, valuation (usually) matters, idea generation, not investment advice
Dec 14, 2022 • 4 tweets • 3 min read
Since @SEC_Enforcement took down the #AtlasTrading crew, hopefully they focus attention on @realwillmeade next.

Meade's my next pick for pump n' dump fraud.

1/4

What @realwillmeade has done, however, is publish a little e-book called:

"THE LITTLE BLACK BOOK OF BILLIONAIRE SECRETS" - Which tells, "How to turn $20k into $26 Million in 12 years, or $1.2 Billion in 30 Years".

2/4
goodreads.com/en/book/show/2…
Aug 19, 2021 • 5 tweets • 3 min read
I cannot find a single Cloud stock trading cheaper than $AVPT based on 22E sales. I gave up after 1.5 hours trying & using 15 attempted Cloud comps, all trading more expensively than @AvePoint. 1/5

$AYX $CRM $CRWD $DDOG $DOCU $DT $FSLY $HUBS $JAMF $NOW $RNG $SNOW $ZI $ZM $ZS Image Eventually institutional investors are going to "find" $AVPT & it will trade higher. @AvePoint's growing at 30% YoY and > 75% of its revenues are from recurring sales = great for margins. Cowen's Buy recommendation this week called AVPT "undiscovered", and Cowen is correct. 2/5 Image