Cool Stock Tweets #18

$OSBC is a TBV compounder that possesses one of the best deposit bases in the country (1.10% cost of funds 🤯) and continues to produce a best-in-class net interest margin (4.63%).

Trading at 115% of '25 TBV and still think this franchise is worth $25++

— PokeyD90 (@Pokeyd90)
11:50 AM • Jul 18, 2024

This is actually a huge win for two beaten-up job titles: Product Managers and Loyalty & Rewards Executives

and a huge win for my favorite software name:

Braze $BRZE

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Most chain restaurants (QSR, fast casual, and up) offer their best discounts only through an app or… x.com/i/web/status/1…

— Lauren Balik (@laurenbalik)
9:09 PM • Jul 18, 2024

$JBGS 40% discount to conservative NAV. High quality assets with robust underlying s/d fundamentals (fortified by a development monopoly) and sustained tailwinds; prudent capital allocators and aggressive capital return policy (ongoing buybacks - 35% of s/o repurchased since 2020… x.com/i/web/status/1…

— Jake LaMotta (@ragingbullcap)
5:31 PM • Jul 18, 2024

🚨Breaking : According to Mayor Adams the rollout of $EVLV is starting today in NYC subways

— TheUndefinedMystic (@pennycheck)
5:17 PM • Jul 17, 2024

Slowly but surely getting on the $PBI bull train after more reading and some basic modeling. I can see the upside potential, plus a likely catalyst on the horizon. Not quite as much downside protection as I would like if somehow things go sideways, but I get the appeal now

— No Called Strikes Investing (@NCSI_SA)
2:55 PM • Jul 20, 2024

$PBI - thesis playing out - still a window to get involved before they rid themselves of the bad co.  Activist Kurt Wolf has full control and things happening rapidly now

— Josh Lacey (@joshlacey33)
1:19 PM • Jul 13, 2024

These are the Stocks with the Highest Cumulative Returns in the History of the US stock market.

Boomer central

—  Q-Cap  (@qcapital2020)
9:04 PM • Jul 17, 2024

I wish every company reported earnings like $TFIN

- Letter from the CEO with in-depth discussion of the quarter and trends

- Conference zoom that spends <2 minutes on prepared remarks before moving into Q&A

— Steads (@winsteadscap)
2:17 PM • Jul 18, 2024

Looking to source some research ideas where the thesis revolves around a company having multiple segments, where one of the segment's poor performance is/was hiding the strength of the other(s). Ideas like $GIFI, $IVFH, $LMB, $FARM, $THRY, etc. On a bit of a good co / bad co kick

— No Called Strikes Investing (@NCSI_SA)
1:00 PM • Jul 13, 2024

$DRI buying $CHUY at a ~50% premium reflects large delta btwn public small cap resto valuations and pvt mkt.  $CHUY was at its lows with comps inflecting negatively.  Many restaurants seem bombed out incl. $JACK which I have previously discussed.

— marginofdanger (@marginofdanger)
2:17 PM • Jul 18, 2024

Favorite stock under $25M market cap.

I really like $VISL.

Market cap: $15.92M
Cash on hand: $13.8M
Revenue (TTM): $28.9M
EV/sales: .13

They are expecting cash flow neutrality in 2024, and to be cash flow positive in 2025.

What microcap under $25M market cap do you like?

— Kyle Adams (@KyleAdamsStocks)
3:08 PM • Jul 20, 2024

Catalyst Situations - happy to discuss.

$ILMN - RemainCo Strategy Update (8/13)
$OCI.AS - Strategic Review Update (8/2)
$DSPORT - Confirmation Hearing (7/29)
$LQDA - SCOTUS Review (9/30)
$HE - Global Settlement Details (August?)
$SAVE - Restructuring

— A Capital (@ACapitalLP)
2:35 PM • Jul 20, 2024