Listen up you degenerates,
While you guys are busy losing money on 0DTE options for companies that don’t even have a product, I found a literal cash-flow printing machine that the market just dumped because they’re scared of some "macro headwinds." I’m talking about TeamViewer ($TMV).
The stock got absolutely hammered recently (down nearly 20% in a single day after Q3), and it’s now trading like a dying brick-and-mortar retailer. But look at the actual numbers, you monkeys:
• Profitability is God-tier: They just reported an Adjusted EBITDA margin of 46%. Do you realize how insane that is? For every dollar that comes in, almost half is pure profit.
• Revenue: They hit €192M in Q3 2025 alone (up 4% YoY). Total FY25 revenue is projected to be around €778M - €797M.
• The Dip is Fake: The market panicked because they trimmed their ARR guidance slightly. Oh no, a small adjustment while they’re still making €150M+ in net income? Boo-hoo.
• Enterprise Growth: Their big-boy business (Enterprise) grew 18% standalone. Companies aren't quitting TeamViewer; they’re embedding it.
• Valuation: This thing is trading at an EV/EBITDA of around 7x-8x. In a world where trash SaaS companies trade at 40x, this is basically free money.
The Play:
The boomers are selling because they don’t understand that TeamViewer is pivotting from "helping your grandma fix her printer" to "Industrial AR and AI-driven enterprise management."
They have a massive share buyback program, they’re printing cash, and the chart looks like it’s ready to bounce off the floor.
TL;DR: Buy the dip on $TMV. It’s a profitable tech beast priced like a dumpster fire. Don’t be the one FOMOing when this returns to €15+.
Positions: Long and strong. 💎🙌