Cool Stock Tweets #14

It was only a matter of time before $TFIN signed $CHRW. The biggest/most important domino to fall for TPay. Extremely important from a financial perspective, but also a signaling perspective. Every last broker will adopt the network.

x.com/winsteadscap/s…

— Steads (@winsteadscap)
4:28 PM • Jun 17, 2024

$TSSI someone's going to need help building all those racks...

$6M earnings/year minimum in rack integration alone over the next few years. Book it. $43m MCAP.

— Mike (@Mike10947310)
8:19 PM • Jun 19, 2024

WOW! Perenco bought 9.9% of $GLNG. That's really weird. What does it mean? Just speculation, but what if Perenco know they won't retain Hilli, but they offered a  great deal to Golar and GLNG refused? In that case, Perenco is buying as they bet Hilli next charter will be massive

— Gabriel Castro, CFA (@gabcasla)
12:01 PM • Jun 17, 2024

Significant insider buying last week from a board member and the CEO of $VFC.

Now you have some rumblings of a potential resurgence of #vans in fashion...

— PAA Research (@ActAccordingly)
11:25 AM • Jun 17, 2024

$NEWT insiders bought this week (data courtesy of openinsider)

— SG (@stockgutter)
1:38 PM • Jun 20, 2024

$PRGO $DRVN $CCOI $CMPO. Cheap AF and something to like about each of these as a business

— Craig MCDermott (@Craig_McDermott)
1:54 AM • Jun 19, 2024

Hot outside?  Here are a few companies doing something about it.

$CARR: Carrier AC manuf
$TT: Trane AC manuf, Thermo King refrig trucks
$WSO: commercial AC distrib
$HDSN:  refrigerant distrib

— SG (@stockgutter)
7:39 PM • Jun 19, 2024

$MNY Moneyhero is a good one. Financial lead gen in Asia. Trading at like 0.2x EV/sales. 80% of the mcap is net cash. Sales accelerated to over 50% growth last Q.

— Clark Square Capital (@ClarkSquareCap)
9:48 PM • Jun 16, 2024

$WALD seems like a decent pick here. Their Milk products are going viral. 21% growth in q1 and they have guided for accelerated growth for the rest of the year. Seems incredibly compelling right now.

— The Mindful Capital Allocator (@IamNGupta8)
8:57 PM • Jun 16, 2024

Corning - $GLW - thesis from Barron's Article

"This Stock Is About to Get an AI Boost. No One Is Paying Attention—Yet."

• Revenue has been down y/y for 6 straight quarters, but the CEO thinks a turnaround is imminent due to improvements in underlying businesses and new… x.com/i/web/status/1…

— Conch Shell Capital (@TMTMoats)
6:53 PM • Jun 16, 2024

Blade's value proposition goes viral on its own.

It also happens to be the largest flier of hearts, lungs and livers for organ transplant surgery.

$2.93/share
$226M market cap
$151M cash on b/s, no debt

$BLDE

— TheLastBearStanding (@LastBearStandng)
12:06 AM • Jun 17, 2024

$XPOF just hired a new CEO, and not sure I've ever seen more aggressive stock price targets in a package.

CEO needs the stock to hit $16 by year end to get a pro-rated bonus for this year (stock closed at ~$11.50)

Big leaps in vest target from year to year ($16 to $25 to $30)

— Andrew Walker (@AndrewRangeley)
12:50 PM • Jun 17, 2024

Quick note on $HMNF

This is a small-cap Minnesota-based savings bank being acquired by $ALRS. The current spread is at 9% with plenty of cheap borrow available for hedging.

Both regulatory and shareholder approval risks from both parties seem minimal.

HMNF is a struggling… x.com/i/web/status/1…

— Dalius - Special Situation Investments (@InvestSpecial)
10:12 AM • Jun 19, 2024

Nansin (7399) is up 13% today. Not sure why, but can't complain. It's a decent sized position in the cheap net net basket.

— AltayCap (@AltayCapital)
12:09 AM • Jun 20, 2024

I'd like to own this name but at a better valuation. It's been on my radar for a while. Good read as a primer on the name!

— AltayCap (@AltayCapital)
8:07 PM • Jun 22, 2024