Cool Stock Tweets #2

The mkt really likes the acquisition of @Benihana by $STKS. They paid 5x trailing EBITDA (4x w/synergies). Definitely makes them bigger. It seems like the restaurant space is ripe for consolidation or P/E takeouts (Hill Path bought pref in the $STKS/Benihan deal).

I like $CAKE,… twitter.com/i/web/status/1…

— PAA Research (@ActAccordingly)
7:32 PM • Mar 27, 2024

$cprt in salvage auction, $bwxt in US nuclear submarine propulsion, $lng in liquefaction of LNG, $mrvi in nucleic acid caps production, $shc / $ste in med device outsourced sterilization, $pm in nicotine pouch, $kai wood processing equipment , $wsc in modular storage leasing

— NoEdgeMonkey (@Howsterrr)
5:28 PM • Mar 30, 2024

Not strict monopolies but very protected on supply side due to various factors. Simplistic explanation below

$rmd regulatory and incompetent competition
$otcm regulatory
$Sodi regulatory
$exp volume/weight to transport plus regulatory hinders supply growth
$mcem same as $exp

— Sigmond Thegrey (@SigmondThegrey)
3:14 PM • Mar 30, 2024

Drug delivery - 90% of biologics delivery controlled by $wst
CROs - $CRL and $EVO control majority of preclinical
MRIs - Phillips
5G and related communications testing - $keys
Diagnostic labs for pets - $idxx

— Peter Mantas (@peter_mantas)
4:09 PM • Mar 30, 2024

Really like $PWFL management team. Hyper dialed in on delivering for shareholders.

— Blue Duck Capital Partners (@BlueDuckCap)
3:11 PM • Mar 28, 2024

Has anybody looked at $GENI in Sweden? $50m consulting business that screens extremely well. 30% 10 year cagr (not including dividends), 65% roic (makes sense for consulting), low double digit revenue growth at a 25 p/e. What’s the catch here?

— Myles (@finphysnerd)
5:13 AM • Mar 25, 2024

$OTTW. Joe S. gets his guy on the board. “Ottawa Bancorp, Inc. a $360 million bank in Illinois, has appointed our candidate, Mark D. Alcott, to its board of directors.”  He was previously on Hopfed Bd (sold).

— Hootr (@hootrm3)
6:01 PM • Mar 21, 2024

Dividend-focused investing really isn't my thing, but I've been surprised to come across nano and even pico cap companies (outside of the natural resources and MLPs)  paying sustainable-looking, meaningful dividends. $AATC, $TAIT, $BABB are 3 examples. Anyone own any others?

— No Called Strikes Investing (@NCSI_SA)
8:09 PM • Mar 29, 2024

I'd say $GOGO fits this description. Launching a global LEO-based product in 2H24, as well as their delayed 5G NA ATG network chip rollout with validation in April/May period. The installer/distributor network feedback appears quite positive from what I've seen, they're ~75% mksh

— Rod Alzmann (@RodAlzmann)
6:52 PM • Mar 16, 2024

I remember in October telling someone I thought $GRND was one of the best businesses in the world. A Capital light monopoly with a rapidly growing tam. Of course I didn't buy any because I hate money. Management still worries me.

— Myles (@finphysnerd)
11:40 PM • Mar 29, 2024

$BWEL is NO BRAINER cheap.  It is unleveraged and trading at mere fraction of liquidation value.  Some will call it a value trap - I think it's at an incredibly interesting inflection point.  I have attached a write-up (sorry for the format) and welcome your feedback.

— marginofdanger (@marginofdanger)
12:40 AM • Nov 7, 2023