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- Cool Stock Tweets #17
Cool Stock Tweets #17
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And now, our favorite tweets:
$MX and $MRAM are a pair of washed out, small-cap semiconductor companies that have excellent balance sheets, good market positions, and plenty of room to run if biz picks up at all and the small cap factors turn. I own both.
— Raging Capital Ventures (@RagingVentures)
11:57 PM • Jul 11, 2024
At 19-20x PE vs historical median of ~23x we think the market is not giving $MCD proper credit for a phenomenal and relatively new business feature (customer mousetrap) which is it's mobile app.
In 2022 there were 127million downloads of the MCD app which far surpassed other… x.com/i/web/status/1…
— Blue Duck Capital Partners (@BlueDuckCap)
10:57 PM • Jul 9, 2024
Insiders at Offerpad Solutions $OPAD woke up a few weeks ago and decided to significantly start buying.
$OPAD is a busted SPAC with topline pressure, low GMs and operating losses. Not really exciting at first sight.
But when I see insiders hammering the buy button, I'm… x.com/i/web/status/1…
— ToffCap (@ToffCap)
1:09 PM • Jul 9, 2024
Kind of interesting. TWT. $MTH
— Steads (@winsteadscap)
7:08 PM • Jul 9, 2024
A few from me:
$GRVY - has ~$50 in net cash per share, and trades at ~2x LTM EBIT. Think earnings will be higher over the next 12 months with 4 game launches in China this year, and a solid release schedule in remaining geos.
$BRMI.TO - total shitco, but recent deal leaves it… x.com/i/web/status/1…
— Clark Square Capital (@ClarkSquareCap)
9:44 PM • Jul 9, 2024
$PBI - huge cost cutting coming with Heatia now in control. Core two businesses are growing and with the stated cost cuts and selling the e-commerce business this can get to $1.5 a share in earnings in 2025 = share price $11-$13 in 6-12 months (double current levels)
— Bull Stock Picks (@Bullstkpicks)
9:52 PM • Jul 9, 2024
Here are the answers to the prompt: "What's your favorite idea with the best risk/reward?"
Thanks to everybody who shared an idea 🙏
— Clark Square Capital (@ClarkSquareCap)
12:16 AM • Jul 11, 2024
Semi-regular post: what SMID-cap companies have good businesses but need an adult in the Board room/in the C-Suite to maximize value significantly above the current market price?
Let's stick to potentially actionable situations (i.e. not dual class share structures, controlling… x.com/i/web/status/1…
— Connor Haley (@AltaFoxCapital)
8:55 PM • Jul 8, 2024
Storm trading $GNRC is the most satisfying way to fund your Generac purchase.
— Chris Camillo (@ChrisCamillo)
11:36 PM • Jul 12, 2024
If you don't participate in every odd lot opportunity on every brokerage account you have, you can't call yourself a value investor. Thems the rules. Bought 99 $SILA today. Only $1.20 spread, ~120 bucks. The TLNE one recently was juicy.
— AltayCap (@AltayCapital)
6:00 PM • Jul 8, 2024
Looks like nice AUM growth at $ENDI. Per Google finance total AUM grew from 2.8 billion as of March 31, 2024 to 3.0 billion at June 30, 2024.
— Tim Eriksen (@eriksen_tim)
3:08 PM • Jul 12, 2024
New idea: $nfe
Short interest of 32% with ceo being a former wall st guy (Cofounded fortress investment group) owns 35% of the company and insiders own 55%, Stock has a history of squeezing.
company has an lng facility that’s been delayed 4 times as recently as last q having… x.com/i/web/status/1…
— HeadofMicroCapital (@Crussian17)
6:29 PM • Jul 12, 2024
Another interesting Hong Kong net-net microcap...
236.HK San Miguel Brewery Hong Kong
PE 4
PB 0.5
DIV YIELD 5.38%No debt
180m cash in the bankFree Float just 24%. Very little trade volume.
— Jon Kingston 💻 (@equitybaron)
4:27 AM • Jul 6, 2024
Japan needs more activists like Murakami-san. 150 yen share price pre activist. Activist gets 40%, wins boards seats, gets company to announce 100 yen/yr dividend for 3 years. Stock is up 7x.
— AltayCap (@AltayCapital)
8:17 AM • Jul 12, 2024
Maruhachi Warehouse (TYO: 9313), another cheap logistics name in Japan is up 17% after announcing the sale of an asset for over 2x book value. Stock trades at 0.5x book. The book value of all these logistics companies are understated.
— AltayCap (@AltayCapital)
1:23 AM • Jul 8, 2024
Research Tools I Love
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You can find even more free and paid stock research tools I love in this annual list here.
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Have a great night,
Edwin