Brightstar shares are down from $18 a share to $11. The reason for the drop was cashflow concerns due to the massive Italian lotto license fee of over €1bn. Since then the company have had the most favourable start to …
Tell me what all of you think. Full disclosure, I own 4,200 shares at a cost basis of $1.81. Genasys (NASDAQ: GNSS) is the type of overlooked micro-cap turnaround that Peter Lynch often sought—an improving business that Wall Street has …
**OVERVIEW & TRACK RECORD** [MACOMPTA.FR](http://MACOMPTA.FR) is a French micro-cap, with a current market capitalization of \~15M€. It is a SaaS company providing an all-in-one suite (accounting, invoicing, payroll, tax filings, and expense management) which is tailored for small businesses and …
Curious how folks are feeling about their value picks now that we're six months into the year? Any disappointments? Any surprises?
We should have done this a long time ago, apologies that we haven't but we sort of assumed that the fad of vibe coding AI tools would wear off. It clearly hasn't and is here to stay. We have also …
The market prices PayPal like a structurally dying company. I think it's pricing in a scenario the numbers don't support, and I want this thesis attacked before Q2 earnings on July 28. I hold a position, so I'm biased – …
How could you explain to me the fall of MU these days? I saw the results of Q3 and I assumed that it was going to go up much more than what it went up on the day of the …
Besides Meta and Microsoft, what else it out there? There was a decent arbitrage on $SSTK and $GETY until the deal got blocked. It was approved by everyone except UK regulators. Mamdani is holding up the $IMXI deal, which is …
Similarly to previous times in history when we overbuilt and over dedicated capital to develop infrastructure (phone lines, railroads, internet...) the developers of such infrastructure ended up not having great returns due to fierce competition. If this was to …
Most investors use a DCF backwards. They start with a company they like, make a few assumptions about revenue growth, margins, and terminal value, and then try to figure out whether the stock is undervalued. But I think the better …