Cool Stock Tweets #15

$RCM looks interesting given a concrete near term catalyst. Calls look interesting too; think they are a bit mis-priced. Would be a 4x at a reasonable scenario of like $15+ bid.

The main downside/risk is that I am not really sure why management would sell from a self-interest… x.com/i/web/status/1…

— Mike (@Mike10947310)
6:48 PM • Jun 28, 2024

We have owned $GEO for over 18 months so of course we agree w/ Citron.

But lets not forget about $EVLV and the real security solutions they provide. They benefit from these horrible federal policy choices too (sadly).

— Blue Duck Capital Partners (@BlueDuckCap)
2:10 PM • Jun 26, 2024

Millions who have used Ozempic and other GLP-1 drugs to lose weight are now faced with sagging skin. This has turned into a gold mine for plastic surgeons. @g0ingmad@ashleighfurlong & @naomikresgebloomberg.com/news/articles/…

— Anne Cronin (@annecronin)
2:31 PM • Jun 25, 2024

$GRND users spend 1 hour / day on the app. Avg Instagram user spends 30 mins. GRND users also avg $128k in median hh income vs total pop avg of $75k. Seems like some real structural reasons for this app to grow for a while.

— Blue Duck Capital Partners (@BlueDuckCap)
1:16 PM • Jun 26, 2024

$FMBL also stepping up the buybacks.  121,311 shares now vs. 121,970 at 3/31/24.  And, a snippet from the proxy that I recently received suggests they want to accelerate things:

— marginofdanger (@marginofdanger)
4:52 PM • Jun 25, 2024

When execs of profitable, dirt cheap companies with zero reinvestment opportunities say,

"we can't repurchase shares, our trading volume/float is too small"

Refer to $GAMI

Past 15 months, GAMI repurchased 68% of all shares traded, reducing float by 31%

It can be done

— Nat Stewart (@natstewart5)
3:32 PM • Jun 27, 2024

Great strategy for finding under-followed accounts w/ actual alpha: when something like $RGS occurs, look back through twitter at who was long and when. If the story played out as predicted, they are worth a follow!

— Mike (@Mike10947310)
10:21 PM • Jun 25, 2024

It is well worth watching what this company - $9166.JP Genda - is doing. Just a roll-up of arcades, karaokes and related stuff, but with Japanese cost of capital and very consciously using stock price arbitrage to grow (ie using its high multiple currency to acquire cheaper… x.com/i/web/status/1…

— Jeremy Raper (@puppyeh1)
2:53 AM • Jun 28, 2024

Cover (TYO 5253) writeup is up on the Sub'stack. Free to all. Link in bio. While not a deep value name, this is an interesting growth company in the rapidly growing VTuber industry. VTubers may look weird, but they're becoming mainstream, even in the West. I own a full size pos.

— AltayCap (@AltayCapital)
5:32 PM • Jun 25, 2024

Interesting to see $TSCO backtrack on some recent "woke" initiatives

Seems like more companies are going back to their roots of serving customers instead of political virtue signaling

— Edwin Dorsey (@StockJabber)
9:47 PM • Jun 27, 2024