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rubicon59 Profile picture
rubicon59
@rubicon59
Equities by day, crypto degen by night. Looking for low-bars to step over.
Feb 24, 2022 • 7 tweets • 1 min read
Can’t remember. Did I mention $trmr is 6x this year’s guided fcf, “at least” 20% growth, and MC has 40% cash? “Our strong balance sheet profitability and cash flow will enable us to maintain continued growth both organically and through potential M&A, while adding value for our shareholders through the $75 million share buyback we announced today”
Sep 1, 2021 • 20 tweets • 5 min read
$TRMR is hypergrowth at unreasonably-low-price? #TRMR Future looks bright, though past, a bit murky. Adtech, esp CTV/vid is on fire. Better numbers at far lower val than comps. A no-brainer with hair? $trmr #trmr
Jul 12, 2021 • 4 tweets • 1 min read
Jonas talks about $RFL in a 2018 interview. Very enlightening. Rafael starts at min 8:30. "Immuno-oncology is the flavor of the month. Very expensive. Doesn't usually work."
May 27, 2021 • 9 tweets • 1 min read
Video production business is "hot and hotter", driven by insane VOD streamers demand. VOD streamers constantly need new and refreshed content. A never-ending treadmill.
Apr 7, 2021 • 4 tweets • 1 min read
For those into Crypto. Lukso ( $LYXE ) is a very promising project. I expect 10-30 bagger out of this one, given the founders, team, product, use-cases, & valuation vs. comps. Nicely written $LYXe thesis articles in this blog. eddyroach.substack.com/p/diamond-hand…
Feb 8, 2021 • 20 tweets • 3 min read
Who doesn’t like a great gaming business at a great price? A throw away at $10.1, IMHO $KSMT Roughly-speaking, the Russian “CD Projekt” at 1/10th valuation and Cypress based?
Feb 8, 2021 • 11 tweets • 2 min read
+40% on just this news. A new cryoto-based synthetic-asset trading exchange. Up 5x in 25 days. 👀 $LINA Already $4.6b daily trading volume on the $LINA synthetics exchange. Still a fraction of valuation of $SNX that has $25b volume, but gaining fast.
Jan 3, 2021 • 53 tweets • 7 min read
Is $RFL the next Jonas StraightPath-like home run? Two cancer drugs in expedited-FDA-review status for a Q1 decision. Market size for Pancreatic approval alone could 10x the stock. 65%-approval chance each (FDA stats.) More Jonas magic possible? Or could be nothing.... $RFL$22/sh now. $200-$3,000 possible
- if Pancreatic drug approved this quarter (65% odds) & likely becomes standard of care.
- A typical Jonas set up. (I recall Net2phone $ Straightpath.)
Dec 30, 2020 • 30 tweets • 5 min read
$FSRV - a very promising SPAC. A hypergowth play for a key position in ecommerce payments. Oddly cheap. Is Affirm, a Levchin’s “BNPL” hypergrower, gonna go public? S1 filed.
Dec 30, 2020 • 22 tweets • 3 min read
Forgotten $IDT is easily worth 3x the current MC, and some day will be, even if via spinoffs. $IDT making #Net2Phone great again; having once sold it to ATT for $1.4b, then (6 yrs later) reaquired for $28m. 😂😂
Apr 16, 2020 • 68 tweets • 20 min read
Future PLC ( #futr ). Another great UK rollup compounder. 50%-CAGR. Now cheap. But, boy, an ad-based business model now? Another day, another 50% cagr/share. IDK how #FUTR does it, but they do. 👍H1 results, esp for an ad-based business. Outlook seems fine despite virus. investegate.co.uk/future-plc--fu…