YOLO $VRRM: Market Overreaction Creates a Massive Dip Buying Opportunity

Here’s why:

Before the Avis cancellation fears, VRRM was generating roughly:
• \~$900M+ annual revenue
• \~$350M+ estimated EBITDA
• Strong recurring cash flow and profitable operations

Now the market is acting like losing Avis wipes out the entire business overnight.

Even if Avis represented roughly 10-15% of revenue, VRRM could still potentially generate:
• \~$750M-$800M+ annual revenue afterward
• \~$250M-$300M+ EBITDA range depending on cost adjustments

That is STILL a very profitable infrastructure business.

The current valuation looks like the market is pricing in a complete collapse, while the company still owns:
• Nationwide traffic enforcement systems
• Long-term tolling/government contracts
• High-margin recurring revenue streams
• Strong free cash flow generation
• Existing infrastructure competitors can’t easily replicate

This is not some cash-burning startup dilution machine. VRRM still produces real revenue and real profit.

The selloff feels more like:
“panic selling + algorithm overreaction”
than:
“the business is dead.”

If management replaces even part of the Avis revenue over time, sentiment could reverse very quickly.

Oversold. Buying the fear while the market prices in worst-case scenarios 🚀

Position: 10k shares at $3.9