Cool Stock Tweets #10

Latest writeup out now! This is a deep dive into a unique freeze dried candy company that just uplisted. If FDC isn't hype and you can forgive a somewhat hasty capital raise, $SOWG could soon trade back to $20 for ~90% upside. Q1 earnings tomorrow. Read:

— Mike (@Mike10947310)
5:49 PM • May 14, 2024

$EXLS Highly innovative founder-CEO rapidly taking share w AI-based services. High-teens topline growth w expanding margins, higher value-add mix to attractive end-markets. 17x P/E yet to reflect business transformation. 100% FCF to buybacks. Winning customers from $ACN $DXC $WIT

— catechwilliams (@catechwilliams)
2:38 PM • May 22, 2024

1/ $JACK is a franchisor of the Jack-in-the-Box ("JITB") and Del Taco ("DT"), collectively ~2,800 restaurants. JITB and DT are ~94% and ~71% franchised, respectively.  $JACK closed at $52.45 and mgmt just updated FY24E EPS guidance to $6.25-6.40 (8.3x P/E at the midpoint).

— marginofdanger (@marginofdanger)
11:46 PM • May 21, 2024

Here is the section of our Q1 letter were we discuss our new position in Evolv Technologies, $EVLV. Not advice - obviously.

— Blue Duck Capital Partners (@BlueDuckCap)
4:28 PM • May 21, 2024

I see people mentioning the $ARCO (MCD's S. America) dip. You'd be better served focusing on the $ALSEA (Domino's/Starbucks LatAm) dip.

$ARCO 12x earnings for 1% annualized rev growth past 10 years. $ALSEA 20x earnings for 13% annualized topline growth...

— Ian Bezek (@irbezek)
11:47 AM • May 26, 2024

One thing that @porterstansb said in his recent letter to $MKTW investors is that "Buying back our shares at a wide discount from intrinsic value is, in my view, the very best use of our excess cash. However, given that so much of our stock (B-shares represent about 85% of all… x.com/i/web/status/1…

— SG (@stockgutter)
2:07 PM • May 24, 2024

Legacy media sentiment is basically Oil and Gas in 2020. Doomed and dying. Transition to DTC will eventually turn out to be a roaring success but no one has the balls to look around that corner and make that call. $WBD $PARA $SONY

— Son of a Bichon (Biggie SmallCaps) (@BichonRedux)
1:28 AM • May 22, 2024

Travis (@travislundyasia) also wrote up Nissin Corp 9066 after the buyback. His writeup became available to all smartkarma Plus subs yesterday (available to Pro day 1).  His sentiment on the name? Unmitigated bullishness. Worth a read if you have access.

— AltayCap (@AltayCapital)
10:38 PM • May 20, 2024

I have just released a new issue of Under-Followed-Stocks. This time it is about Toyokumo Inc. $4058:

Executive summary:

◽️ sticky Software-as-a-Service business with churn rates < 1 %
◽️ Revenue CAGR of 38 % and EBIT CAGR of 45 % from 2018 - 2023
◽️ Revenue growth of 25 %,… x.com/i/web/status/1…

— mavix (@mavix_leon)
1:02 PM • May 21, 2024

Yes, a buyout at ~0.5x book seems unfair, but when you're buying at ~0.3 it's still not terrible. Management trying to buy at ¥1,460, it's trading a bit above it. This is another cheap logistics company with a lot of land. I didn't own this one, but own many others.

— AltayCap (@AltayCapital)
5:42 AM • May 23, 2024

$ALAR

Their product NetNut is growing revenue 100% YoY.  NRR is 154%. Adding two new products later this year to upsell their customer base.

Has already run 1,100% in last year, but could easily double or triple in the next 12-18 months again.

— Kyle Adams (@KyleAdamsStocks)
3:07 PM • May 19, 2024