Cool Stock Tweets #16

$PNG.V should be valued at 20x EBITDA not 10x NTM EBITDA.  Backlog plus huge line of sight to battery orders with Anduril autonomous subs warrants a much higher valuation.

I’d be surprised if this is not either 100% higher in 12 months or taken out by large defense company.

— Deep Sail Capital (@DeepSailCapital)
6:15 PM • Jun 28, 2024

$CRL cheap. 80% market share in pre clinical CRO which is basically testing drug toxicity on mice/monkeys. 0% chance FDA will allow any drug in humans until testing on animals. Why high mkt share? PETA.

Compounded EPS at 13.5% for decades. 17x ‘25 P/E vs. 22x long term avg

— Red Dog Capital (@red_dog_capital)
3:36 AM • Jul 3, 2024

This is Greenland Resources $MOLY, a nice little 'resource option'.

Look at the chart below. Do you notice a trend?

Insiders seem to be scooping up as much shares as possible.

— ToffCap (@ToffCap)
12:15 PM • Jul 3, 2024

My bet is $SOHU here. Keep in mind only off shore cash can easily be paid out as dividends. SOHU has a ton of it. I flipped bullish on SOHU around $12 after they announced new buyback. There's still real risk CEO ramps up spending on crap media biz, but buyback supporting price.

— AltayCap (@AltayCapital)
6:41 PM • Jul 3, 2024

Baron Funds on Apollo Global $APO

Thesis: Apollo Global is leveraging its unique credit business and innovative funding model to capture a multi-trillion dollar opportunity, driving durable earnings growth and significant value for shareholders

(Extract from their Q1 letter)

— Stock Analysis Compilation (@StockCompil)
4:22 PM • Jul 6, 2024

The only publicly-traded stock I own is Tesla

— Elon Musk (@elonmusk)
7:30 PM • Jul 2, 2024

Hulu releasing The Bear all at once is such an unserious thing to do

The bull case for Netflix continues to be, as it has been for decades, that all of their competitors are idiots

— BuccoCapital Bloke (@buccocapital)
12:39 AM • Jul 2, 2024

$MEDXF is one of my favorite ideas at the moment.

In this thread, I will share my thesis:

— Rich Howe (@stockspinoffss)
8:13 PM • Jul 6, 2024

It seems that $BCY.SI is finally getting a bit of recognition. Up 15% in month on no news. I assume some small cap newsletter wrote it up. Currently one of my best ideas. Extremely cheap with a clear catalyst 2-3 years out for anyone willing to read the filings.

— Myles (@finphysnerd)
1:35 PM • Jul 4, 2024

My newest writeup on the other app
Singapore Shipping Corp $S19.SI.

A Singaporean vehicle shipping company with 5 ships on long term leases. As the Vehicle shipping market has exploded in the past 2 years, they haven't been able to take advantage. However, with 2 ships coming

— Myles (@finphysnerd)
1:31 PM • Jul 2, 2024

+8% today. Worth reading their IR documents for good communication and outlining strategy. I normally hate rollups, but rollups with these economics? (acquisitions sub 4x ev/ebitda + 1% borrowing costs) seems like a good bet.

— AltayCap (@AltayCapital)
2:30 AM • Jul 4, 2024

This is the CEO of Cover (TYO 5253). He is LOVED by the community. Many such clips. Last Cover tweet for now. See write up on my Sub'stack (link in bio) if you'd like to learn more about the company.

— AltayCap (@AltayCapital)
9:36 AM • Jul 7, 2024

Would recommend to check out Jacob’s Stack—awesome theses and has had an exceptional start to ‘24

— Mike (@Mike10947310)
5:01 PM • Jul 3, 2024

I read this free email every weekend, a lot of good ideas

— Raging Capital Ventures (@RagingVentures)
11:05 PM • Jun 30, 2024