( This analysis is a short recap from a more extensive deep dive that I have published [here.](https://open.substack.com/pub/melifinance/p/kumulus-vape-sa-a-tiny-beauty-being?r=84zv6&utm_campaign=post&utm_medium=web&showWelcomeOnShare=true)) Market Cap €8.9M Shares Outstanding 3.02M 52-Wk Range (est.) €2.40 – €4.80 EPS FY2025 €0.33 P/E (TTM) 8.9× Price / NCAV 0.72× …
TYL hit a 52-week low today… Tyler Technologies is government software, municipal ERP, tax appraisal, public safety. Boring stuff. But they have 45,000 installations across every state and their clients basically never leave (2% annual churn). Stock is down 55% …
Seriously. I joined this sub in hopes to find some neat underdogs. Instead I have adobe on my timeline every 4th post. Could we get a little more diversity in thoughts, industries and companies? SaaS isn't the only value right …
Flutter the Amazon of gambling is on a huge discount in my opinion! This is not for the ESG themed investors of course. Flutter already started market making for major 3rd party predictions market CEO confirmed at JPMorgan fireside chat. …
Hello, guys! I have been investing for quite some time into ETFs. However, I want to try my luck with stocks also. I am writing this post if anybody can share with me some know-how on how to assess the …
I’ve been looking at GRVY, and it seems massively undervalued. At \~$60/share and \~6.9M shares outstanding, the market cap is around \~$420M. The company’s book value is around \~$440M, with over 400M in cash on the books. So the market …
Small LPG tankers company, 5.87x P/E, which is pretty low for carriers. They own a fleet of tankers and all debt are paid off. Strong earning thanks to the Iran situation, currently dipping because of the peace deal, however traffic …
The market have completed decoupled from reality regarding SaaS stocks. Microsoft, Meta, Adobe, ServiceNow, Intuit, Salesforce, SAP etc have all posted triple beat earnings in the last 4 quarters and raised guidance. In some cases earnings have accelerated since the …
This price action is getting pretty interesting. Bullcase: Saaspocalypse is overplayed - especially for businesses like salesforce that are heavily customer-centric. Vibecoded software is yet to eat any business. Salesforce is actually well-positioned to productize and profit from agentic sales …
Hello everyone I hope your all well, to start I wanna apologise because Im sure that this forum receives posts like this all the time. Ok so heres the deal I just turned 18 not too long ago and just …