Full Port Capital @Compounding_K
‘The fck is a stop loss ?’ A bit of degen, a bit of long-term. And proud member of @MicroCapClub. I'm bullish very random names. Bellevue, WA Joined September 2021-
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@DeepSailCapital I absolutely love their prints, but I do find it slightly concerning about the lack of Q&A for the 2nd time now, and this one even has been promised. Do you have any thoughts on that ?
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@mkfilko @stepnotonpets @SPAC_zilla @StableBread @DeepInference @finefornovv Insane call man, they just signed a huge deal as well. Have you checked the news ? This one likely is gonna run harder
@BryzonX You’ve had some insanely good & original picks man, well deserved!
@BryzonX Might just be another multibagger, sick call man 💪
@GuastyWinds Guasty, what do you think about the track record of Tojner? Will that affect the risk profile of ASTA ?
Thanks for your coverage! Literally just discovered this name cause I was interested in NV5 Global a few years back and found out they merged together now. What do you think of $TIC as an AI hard infrastructure play? Looks really solid at first glance to me but I haven’t dived too deep to see if they have meaningful exposure or not
@aleabitoreddit Thoughts on $LPKF at these levels ?
I think it's a real winner. Software is growing 20% YoY, we are also in a replacement cycle that will boost their hardwares demand, and their biggest competitor (Landys & Gyr) is genuinely terrible compared to Itron (management turnoever, poor reviews, etc.). Also the AI angle is pretty obvious here as well, with the grid being overtapped
Killer pitch GW ! One question tho, how do you gauge the risk of Michael Tojner with the 55% ownership ? Once the lock-up period is over, this guy might just dump his shares. His previous tenure with Varta was also terrible to say the least. Would appreciate your thoughts on this !
@BryzonX Crazy find man, just at the point of inflection too. When will they report btw? Would want to hear more from them
@stepnotonpets Anything interesting in the S-4 yet in your opinion ? Trying to slog thru it rn
@stepnotonpets I share your bullish view, but just looking to gauge the valuation to see where this could run. Also have they set a voting date yet ?
@stepnotonpets Would appreciate your take on their valuation as well
@mkfilko Awesome awesome, let me check it out
@mkfilko What's so special about them in your opinion ? Would love some starting points to check out
@BryzonX Do you mind sharing your thesis on this name ? Looks very expensive on the front
@thestockdigger Awesome find, but may I ask how do you think this can be re-rated since the growth seems very slow at about single digits. Will the AI boom boost it to double digits and thus drive a re-rate ?
@ThematicTrader I’m buying PENG pretty aggressively as well, feels like the rerate is imminent, together with low valuation and upcoming monster growth of their Integrated Memory segment, truly monster in the making. Oh and it’s also shorted for some reason
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