CJ

[CJ @CoreyjCohen]

@onecentinvest @Stocks_Stones If you're referencing the last quarter, there was a working capital swing that put them into the red for the q but more of an abboration

[CJ @CoreyjCohen]

@onecentinvest @Stocks_Stones One point I'll make:

You mention "not as much cash production as you'd like" - as far as I understand it, you're talking about at 25%+ EBITDA margin business of which ~70% converts to FCF. Not sure it gets too much better

[CJ @CoreyjCohen]

@ronmortgageguy @ScottMario83416 What about areas like forest hill, Lawrence park, etc - hold value or still room to fall?

[CJ @CoreyjCohen]

@_Yux__ What were earning estimates?

[CJ @CoreyjCohen]

@EPSMonitor @KairosPraxis This is correct - expect softer margin in Q2’26 but if they maintain the FY guide it’s a screaming buy. They are through churning out the lower margin revenue business so long term expect consistent 70% margin and 20% EBITDA once they hit ~$160m top line

[CJ @CoreyjCohen]

@Mark_IKN Wait until they find out about $SIG.v

[CJ @CoreyjCohen]

@TheShortBear Don’t forget Stocks for the Long Run

[Bill Ackman @BillAckman]

This was not a bailout. During the GFC, the gov’t injected taxpayer money in the form of preferred stock into banks. Bondholders were protected and shareholders were diluted to varying degrees. Taxpayer money was put at great risk. Many people who screwed up suffered minimal to no consequences. Those were bailouts.

Here, shareholders and bond holders have been wiped out. The @FDICgov insurance fund capitalized by premiums paid by banks will absorb any losses. The fund will recoup any losses by assessing more premiums on the banks.

Had the @FDICgov @USTreasury and @federalreserve not intervened today, we would have had a 1930s bank run continuing first thing Monday causing enormous economic damage and hardship to millions.

More banks will likely fail despite the intervention, but we now have a clear roadmap for how the gov’t will manage them.

Bank boards and managements have received a massive wake up call. Being a director or CEO of a bank that fails is no fun: years of litigation, regulatory investigations, personal liability, potential civil and criminal charges, and enormous reputational damage.

Our gov’t did the right thing. This was not a bailout in any form. The people who screwed up will bear the consequences. The investors who didn’t adequately oversee their banks will be zeroed out and the bondholders will suffer a similar fate.

Importantly, our gov’t has sent a message that depositors can trust the banking system. Without this confidence, we are left with three or possibly four too-big-to-fail banks where the taxpayer is explicitly on the hook, and our national system of community and regional banks is toast.

Our government did the right thing for the country. We are very fortunate it did so.

[Rihard Jarc @RihardJarc]

Right now you are getting $AMZN at:

- AWS at $DOCN multiple
- Amazon Ad business at $GOOG multiple
- and Amazon e-commerce multiple at $WMT levels.

Not many times this juggernaut offered these price levels to investors.

Long.

[Nayut @NS52537]

1/ Understanding AWS - A perspective from a manager who has $AMZN as one of the largest positions in the portfolio for over 7 years.

In the thread, I will also discuss $MSFT's Azure, $GOOG's GCP. Let's dive in.

[Lion @Lion_Investor1]

During the current correction, we have seen multiples contract after the massive expansion we had with Covid and QE. Here is where we stand at the beginning of Q1 2022 earnings season.

First, let’s compare EV/GP NTM vs 3-yr Revenue Growth estimates:

[Virtus Advisory @Virtus_Advisory]

Get actionable #investment ideas today!

We will be sharing our top 2022 stock picks with the first 250 subscribers

Join the fastest growing community of investors https://t.co/xs1bhhXbDw

#investing #stocks #newsletter #StocksToBuy #StocksToWatch #Investor #microcaps

[Virtus Advisory @Virtus_Advisory]

Marvel Biosciences $MRVL.V to host #investor #webinar on Wednesday December 1, 2021 1:00pm ET.

Targeting a multi-billion dollar #mentalhealth market

Register: https://t.co/vTZELbJarW

Read PR: https://t.co/JulZKi9A8b

#psychedelics #biotech #investing #stocks #SmallCaps

[Virtus Advisory @Virtus_Advisory]

GBLT $GBLT.V Receives USD $3.9m Order from Major European Retail Chain

On track for strongest year of revenue performance

Delivering products on time despite global #SupplyChain challenges

#stocks #investing #smallcaps

Read PR: https://t.co/dmQYrKe90F

[Virtus Advisory @Virtus_Advisory]

VitalHub $VHI.T announced as a 2021 program winner on both #Deloitte #Technology Fast 50 and Fast 500

Company is meeting the transformative digital needs of #healthcare providers around the globe

#ValueInvesting #stocks #investing #smallcaps

Read PR: https://t.co/dMpuCrxqzZ

[Virtus Advisory @Virtus_Advisory]

OverActive Media $OAM.V Reports Record Quarterly Revenue

League of Legends, Overwatch and Call of Duty Leagues audience growing

OAM owns franchises in each league generates perpetual league revenue, most predictable model in @esports

#stocks

Read PR: https://t.co/Dhi6T3o2n2

[Virtus Advisory @Virtus_Advisory]

MediaValet $MVP #DigitalAsset Management #Software Now Available in @Microsoft #Azure Marketplace

MVP customers can benefit from streamlined purchasing, deployment and management provided by Azure Marketplace

$MVP.T #SaaS #investing #stocks

Read PR: https://t.co/pLa1o8N1vk

[Barry Schwartz @BarrySchwartzBW]

Amazon doesn't care about profits right now so beats and misses are completely irrelevant. Either you believe in the Meta or you don't

[Virtus Advisory @Virtus_Advisory]

Playgon $DEAL.V Surpasses $54M in #Betting Turnover in Oct. and Onboards Three New Operators

30x growth so far in Oct. over all of Sept

Live operators on platform at 23 with additional 11 integrating

#investing #igaming #Gambling #StocksToBuy

Read PR:https://t.co/JESOfrSexM

[Virtus Advisory @Virtus_Advisory]

Minerva Intelligence $MVAI.V #ArtificialIntelligence technology company revolutionizing #climaterisk impact on business

#AI #investing #StocksInFocus #Stocks #ESG #climate