Cool Stock Tweets #13

$DEFTF TL;DR

Most important point is #6—the market has missed that this company did $80m profit (not revenue) at a current ~$500m market cap from a non-core biz line.

1. At current AUM we trade at 5x fully diluted NTM P/E, maybe ~3.5 current NTM P/E
2. 10% share buyback +… x.com/i/web/status/1…

— Mike (@Mike10947310)
2:31 PM • Jun 14, 2024

Thoughts on what I have written about:

1. $ALAR - Still chugging along, probably realizing something close to fair value soon although still good potential from here
2. $AWRE - Thesis is the exact same; good place to park cash with little downside
3. $TSSI - Very undervalued;… x.com/i/web/status/1…

— Mike (@Mike10947310)
3:48 PM • Jun 12, 2024

Look at what happened (and how fast) to the multiple on $LOPE when Trump got elected

— Steads (@winsteadscap)
1:52 AM • Jun 14, 2024

For those of you who invest in European stocks and can handle low liquidity $SJJ.GY in a stock for you.  A SaaS business trading at 1x sales whose main competitor sold to IBM for 10x sales and is just becoming profitable with lots of operating leverage.  Good reason for the… x.com/i/web/status/1…

— Cobiaman (@jeffmeyers72)
12:39 PM • Jun 16, 2024

Alright, I admit I am intrigued by $STRR's Timber Tech acquisition. If their unaudited 2023 results are correct, looks like they were able to buy it at just under 5x earnings, and then means the $STRR entity is only trading at about 2.5x TT's future earnings?

— No Called Strikes Investing (@NCSI_SA)
6:48 PM • Jun 15, 2024

I don't love sellside research, but on the theme of finding needles in the busted SPAC haystick, $GFR.

— marginofdanger (@marginofdanger)
3:15 PM • Jun 13, 2024

Heroux Devtek $HRX.TO is interesting with backlog at record high and recent price increases flowing to gross margin

I started buying today. If the business continues on its Q4 trajectory, we'll see strong growth in the next 3 quarters, which should drive the stock

— Rusholme Capital (@rusholmecapital)
5:56 PM • May 28, 2024

Hikari Tsushin $9435 is run by an allocator that doubles book/share every 3-4 years.  Runs 200% leverage in a ZIRP environment.  Website gives Teledyne or Berkshire vibes.  Trades for 1.5x book / 10x earnings.

hikari.co.jp

— David Orr (@orrdavid)
3:15 AM • Jun 16, 2024

I don't normally touch roll ups, but Genda is interesting because Japan has such low interest rates. They roll up amusement arcades at 3-4x ebitda with debt financing. See OP's Substack for a great write up on the name. I own a small position. Tourism will boost same store sales.

— AltayCap (@AltayCapital)
8:27 PM • Jun 11, 2024

Zero likes for my tweet regarding the recent news about Toyokumo while the stock is up more than 16% on these news.

That‘s how I like it 😄

— mavix (@mavix_leon)
2:47 PM • Jun 12, 2024

$UPWK screens very cheap. Everyone seems scared about AI impact, but seems like fundamentals have been solid to date. Anyone have strong views bullish or bearish? (no position)

— Connor Haley (@AltaFoxCapital)
9:00 PM • Jun 10, 2024

Life, death, taxes, and $GENK insiders buying their stock

— Kingdom Capital (@kingdomcapadv)
1:56 PM • Jun 13, 2024

26 "weird shit" investing ideas

Crisis investing? Banned investments? Unusual financing structures? Niche alternative assets? Niche, exotic markets? Very complex investment cases?

"Weird Shit Investing 2024 – The Manual" covers it all.

— Undervalued-Shares.com (@uv_shares)
12:11 PM • Jun 14, 2024

Let’s have a bit of fun:

If you though Trump was going to win the election, what stock would you buy? Why?

— BuccoCapital Bloke (@buccocapital)
12:03 AM • Jun 14, 2024

NYT, oil stocks. NYT seems more risky (will libs rally to NYT again this time?)

— Reg Monkey🐵 (@monkey_reg)
12:04 AM • Jun 14, 2024

I think the keep it simple answer is JPM/GS. Bet on dealmaking/investment banking coming back.

— Conor Sen (@conorsen)
12:05 AM • Jun 14, 2024

$TSLA, because there’d be less interference

— Ron NoFilterGooGoo🔥🩳🔥😳👨🏻‍🍼🧨🧨 (@RonMadison11)
12:22 AM • Jun 14, 2024