Supernova Building Products

- Identifying cash flow anomalies in the building products sector.
- Follow along for stock picks and our beta neutral strategies.
@Supernova_Algo

[Supernova Building Products @BuildingAlgo]

Calling all value investors

$GCT will be 100 in 12-18months

FCF yield 12%
FCF growth 30% (est. organic)
Founder / owner operator: Yes

What else you want?

[Supernova Building Products @BuildingAlgo]

@ValueNotDeadYet I’m buying all the float

[Supernova Building Products @BuildingAlgo]

@long_equity Future is hard to predict. Don’t buy at 40 p/e.

[Supernova Building Products @BuildingAlgo]

@alex__pitti Software in general way overpriced 12 months ago. Nothing going on but mean reversion, but Saaspocalype narrative is an excuse underperforming asset managers get to use.

[Supernova Building Products @BuildingAlgo]

$prth we getting a deal done? Anyone have info?

[Supernova Building Products @BuildingAlgo]

@AparicioCadiz Product sucks

[Supernova Building Products @BuildingAlgo]

@casque @rodrigoaan @tembelvitesi When Global blue is fully baked into TTM financials with Q2-26 it will screen better and the algos will pick it up

[Shift4 @Shift4]

The space economy is no longer a concept. It's a market. And Shift4 is helping to power it.

We power recurring subscription revenue for @Starlink's global satellite network.

We process crypto & stablecoin payments for @BlueOrigin spaceflights.

Today, as @SpaceX makes history on Nasdaq, we're proud to be the infrastructure behind this industry's commerce — from orbit to your doorstep.

Congratulations SpaceX!

$FOUR 🛰️

[Supernova Building Products @BuildingAlgo]

@BagHoldPremium Just snagged $500k of $GCT @ $33.00 one of the most undervalued companies out there.

[Supernova Building Products @BuildingAlgo]

@InvestSpecial Deal getting done at $10 feels about right

[Supernova Building Products @BuildingAlgo]

@CarioCapital Just keep buying - get the short squeeze started

[Supernova Building Products @BuildingAlgo]

@KrishnaM29 @CarioCapital At least the buybacks are getting big value at these levels

[Supernova Building Products @BuildingAlgo]

@bobspaysubstack Buying another $500k today.

[Supernova Building Products @BuildingAlgo]

$prth new buyout offer coming!

[Supernova Building Products @BuildingAlgo]

@BrokenMoats Good luck with your short position.

[Supernova Building Products @BuildingAlgo]

@Futurenvesting Who’s selling?

[Supernova Building Products @BuildingAlgo]

@InvestSpecial Owner just needs to buy shares on the open market and drop this buyout nonsense.

[Supernova Building Products @BuildingAlgo]

$PRTH Tom remove your bid so stock can run.

[Supernova Building Products @BuildingAlgo]

@ResearchGrizzly lol - get owned

[Supernova Building Products @BuildingAlgo]

@tembelvitesi Let’s gooooooo

[Supernova Building Products @BuildingAlgo]

$four should buy $prth