Full Port Capital

‘The fck is a stop loss ?’

A bit of degen, a bit of long-term. And proud member of @MicroCapClub. I'm bullish very random names.

[Full Port Capital @Compounding_K]

@vlmkapital You still long vlmk ? Thanks for the up-to-date data as usual!

[Full Port Capital @Compounding_K]

@DeepSailCapital I absolutely love their prints, but I do find it slightly concerning about the lack of Q&A for the 2nd time now, and this one even has been promised. Do you have any thoughts on that ?

[Full Port Capital @Compounding_K]

@mkfilko @stepnotonpets @SPAC_zilla @StableBread @DeepInference @finefornovv Insane call man, they just signed a huge deal as well. Have you checked the news ? This one likely is gonna run harder

[Full Port Capital @Compounding_K]

@BryzonX You’ve had some insanely good & original picks man, well deserved!

[Full Port Capital @Compounding_K]

@BryzonX Might just be another multibagger, sick call man 💪

[Full Port Capital @Compounding_K]

@GuastyWinds Guasty, what do you think about the track record of Tojner? Will that affect the risk profile of ASTA ?

[Full Port Capital @Compounding_K]

Thanks for your coverage! Literally just discovered this name cause I was interested in NV5 Global a few years back and found out they merged together now. What do you think of $TIC as an AI hard infrastructure play? Looks really solid at first glance to me but I haven’t dived too deep to see if they have meaningful exposure or not

[Full Port Capital @Compounding_K]

@aleabitoreddit Thoughts on $LPKF at these levels ?

[Full Port Capital @Compounding_K]

I think it's a real winner. Software is growing 20% YoY, we are also in a replacement cycle that will boost their hardwares demand, and their biggest competitor (Landys & Gyr) is genuinely terrible compared to Itron (management turnoever, poor reviews, etc.). Also the AI angle is pretty obvious here as well, with the grid being overtapped

[Full Port Capital @Compounding_K]

Killer pitch GW ! One question tho, how do you gauge the risk of Michael Tojner with the 55% ownership ? Once the lock-up period is over, this guy might just dump his shares. His previous tenure with Varta was also terrible to say the least. Would appreciate your thoughts on this !

[Full Port Capital @Compounding_K]

@BryzonX Crazy find man, just at the point of inflection too. When will they report btw? Would want to hear more from them

[Full Port Capital @Compounding_K]

@stepnotonpets Anything interesting in the S-4 yet in your opinion ? Trying to slog thru it rn

[Full Port Capital @Compounding_K]

@stepnotonpets I share your bullish view, but just looking to gauge the valuation to see where this could run. Also have they set a voting date yet ?

[Full Port Capital @Compounding_K]

@stepnotonpets Would appreciate your take on their valuation as well

[Full Port Capital @Compounding_K]

@stepnotonpets What's the reasoning behind it ? Looks like it's gonna be valued at around 500M mkt cap and will do like 7M revenue ? Genuinely curious since their tech stack looks good

[Full Port Capital @Compounding_K]

@mkfilko Awesome awesome, let me check it out

[Full Port Capital @Compounding_K]

@mkfilko What's so special about them in your opinion ? Would love some starting points to check out

[Full Port Capital @Compounding_K]

@BryzonX Do you mind sharing your thesis on this name ? Looks very expensive on the front

[Full Port Capital @Compounding_K]

@thestockdigger Awesome find, but may I ask how do you think this can be re-rated since the growth seems very slow at about single digits. Will the AI boom boost it to double digits and thus drive a re-rate ?