$APEI seems interesting. A promising turnaround @ 7x FCF expectations this year, & one insider loading $11m-worth of shares in the past two weeks.
$APEI Q2 wasn't that great, but still very nice YOY EBITDA gains.
On the other hand, the valuation is half its pre (disastrous) 2021 Rassmussen acquisition, and is now valued less than the Rassmussen purchase alone. 👀👀
Jun 2 • 11 tweets • 2 min read
Anybody likes (Valeura) here? After the original amazing multibag, the winners seem to have moved on. But the story seems far from over.VLE.TO
You have an oiler at 1.4x FCF sitting on likely 10yrs worth of reserves formally classified as “3yrs”, in a friendly jurisdiction, and the CEO whose stated aim is to quadruple production in 2 years. 🤷♂️🤷♂️
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
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…
