PCKO

A pessimistic optimist

[PCKO @12345PCKO]

@compoundpapi but yes, a travesty none the less!

[PCKO @12345PCKO]

@compoundpapi its way too expensive...and the better the kid gets the more you pay. Having 3 sons in triple AAA hockey would bankrupt the avg family lol

[Maxwell House @maxwellhouse99]

$XLY.TO $CBWTF Auxly started to buy back shares under their NCIB

[PCKO @12345PCKO]

@SixSigmaCapital How did/do you find the time to become a doctor/be a doctor and closely follow markets/outperform/actively trade ? Feels like it should not be possible and I feel like doctors are often described as being terrible investors…

[PCKO @12345PCKO]

@AktienAkademie @Premski_SGP should have checked the PR, they do say that, thank you. and yes, the Q&A did not happen. I wonder if that was always the plan, to not hold one, but they just used boiler plate language in the PR... anyway yes another sloppy communication miss by the company

[PCKO @12345PCKO]

@AktienAkademie @Premski_SGP where did they promise a Q&A? they don't mention a Q&A in either conf call from April. Was it in the discord group? I would prefer a Q&A as well...I just can't anywhere them promising to do one and then not doing it?

[PCKO @12345PCKO]

@paul_k_0907 I came across this article yesterday, relates to the "building datacenters is really expensive" and are also incredibly difficult/time consuming to build + the author can't find much evidence of any being finished/fully operational

https://t.co/apP8lU73yc

[PCKO @12345PCKO]

@NestBetter $OMDA - bit bigger, but think it has multi-bag potential. They are a virtual care platform for diabetes, weight loss (GLP1), hypertension, MSK. its B2B2C model, integrated w employer benefits, health plans, PBMs. its play on GLP1s and reducing overall healthcare cost in US

[PCKO @12345PCKO]

@NestBetter $OML.V is another
https://t.co/UY33GEB8Ad

[IFCM MicroCap @IntelligentCM]

We own a position in Omni-Lite $OML.V

$20m CAD market cap/Profitable. The company provides mission-critical components in the Aerospace and Defense industry across three business units.

The legacy Forging business is a low multiple business that provides fasteners for Boeing and Airbus.

The Casting and Electronics businesses are high multiple businesses that supporting Tier 1 defense programs like, Pratt & Whitney's F35 engine program, Aegist Combat System, SHORAD missile defense and the Patriot platform.

The company will likely see double digit organic growth from new contracts and contract renewals at higher prices that should boost EBITDA margins in 2026.

In the meantime, a CEO search has started to find a leader to drive an acquisition strategy in these segments. Long-time CEO has stepped into an interim-CEO seat, and will then lead one of the subsidiaries once a permanent CEO is found. This is a friendly transition and positive for the company.

We believe the company today is worth more than the sum of the parts, and represents a very low risk, high reward, opportunity at the current valuation.

Disc: We are wrong a lot.

[Crossroads Capital @CrossroadsOnX]

VersaBank: A Digital Banking Transformation

The founder-led VersaBank $VBNK is 1 of the rarest setups we've come across: a compounding business with a 2nd emerging one attached, both available for roughly the liquidation price of the 1st.

Full Report: https://t.co/1pSiNEPG0R

[PCKO @12345PCKO]

@KyleAdamsStocks Do it quickly. They report audited annuals before the end of April. If the numbers are there/no surprises, the stock will rerate higher. There’s a US OTC ticker too. They plan to list to Nasdaq at some point this year.

[PCKO @12345PCKO]

@LukeWolgram This can’t be true 😭 but putting on some muscle / losing fat can’t ever hurt

[Liger Cub @realLigerCub]

https://t.co/GXHCcufEr5

[PCKO @12345PCKO]

@abhayjainp you state that you are using cowork, so downloading/providing at least the last 4 conf call transcripts, last few 10K/Qs, decks, etc.? or are you just putting this into chat?

[PCKO @12345PCKO]

@BaMI0PbAgbXEilZ its out

[stf @stfbutnou]

People are missing the math on $NAGE also; around 25x P/E for a company with positive FCF and FDA-backed + human trials in the longevity space is a steal. Now that they've scaled, we’re going to see serious operating leverage kick in. It’s a cash-flowing growth machine, not a speculative biotech play.