PatientProfiteer

Going through my own investing journey, learning lots and having fun along the way.
Love researching stocks and sharing my thoughts.

[PatientProfiteer @InvestLTerm]

$ALC some big praise for Alcidion from a Google VP. Great to see, keep it going 🔥💪

[PatientProfiteer @InvestLTerm]

$XYZ new week, another product / service / feature shipped. Incremental growth, incremental stickiness to cash app and more people into the funnel. Keep it going 🔥

[OBJ @owenbjennings]

introducing ... < CASH APP MOBILE >

unlimited 5G for $40/mo for ... everyone

no long term contracts or credit checks

could NOT be more excited about this one

more to build --->

https://t.co/j8rLUNWBPL

[PatientProfiteer @InvestLTerm]

$ALC - great momentum for the QLD market after buying out the competition

[Alcidion @alcidion]

We have signed a formal collaboration agreement with Gold Coast Health 👏 creating a framework for ongoing collaboration on the Miya Precision platform.
Read more about the partnership: https://t.co/oOQRafbsEl

#DigitalHealth #HealthTech #MiyaPrecision

[PatientProfiteer @InvestLTerm]

@FintechKristen If you were pushed - sorry to hear, you'll be a big loss and good luck with the next adventure.

If it was your choice - congrats, good luck with the next adventure and you'll be hard to replace!

🙌

[PatientProfiteer @InvestLTerm]

For some this is a dumb gimic, for some this just brings more users into the network. I think this continues the trend of something bigger. One step closer of new mainstream payment rails outside of apple, google, mastercard and visa. Love the continual innovation 🙌

[jack @jack]

pay by magic

[PatientProfiteer @InvestLTerm]

@FinTradesX Always the way that after I buy any stock, it immediately goes down 😂 I've been holding since September 🙌 Good luck with your investing journey too

[PatientProfiteer @InvestLTerm]

Bought some more $LMND Lemonade today. From 6.2% of the portfolio up to 8.2%. 🍋🍋

[PatientProfiteer @InvestLTerm]

@AecInvests I've been meaning to top up for a while. House costs have deferred it longer than I wanted. Nothing special about today other than I got round to doing it. $5k investment = 2% increase for me

[PatientProfiteer @InvestLTerm]

@hoosbobby Doesn't sound like the results were that good.

[PatientProfiteer @InvestLTerm]

$RMD - whats going on? 7% drop today on nothing? Long way from recent highs?!

[PatientProfiteer @InvestLTerm]

@mondyinvest I've been trying to figure out the same thing. It's back down to a similar level to where I bought a couple of years ago..

[PatientProfiteer @InvestLTerm]

@agroasx Traders coming in and playing the momentum? Let's just hope it finds a higher base and goes on another run. Plenty of catalysts to come

[PatientProfiteer @InvestLTerm]

@sharesguru1 😩 haha very true. Let's see how the market sees the company after Q4!

[PatientProfiteer @InvestLTerm]

$ALC good to have this one signed away. Suspect no increase in SP as it was as expected, but this will flow into great Q4 and FY26 numbers. Add this to great feedback from NCIC implementation and HSJ awards recently. Alot going well for Alcidion at the moment. 🙌

[PatientProfiteer @InvestLTerm]

@TMFScottP it seems to me, everyone is upset about the CGT changes because 47% over $190k is quite substantial for a once off gain.
What are your thoughts on having tax brackets apply separate to capital gains? E.g. 30% up to $1mil and 45% thereafter?

[PatientProfiteer @InvestLTerm]

@mondyinvest @galumay Up 20% haha that's crazy

[PatientProfiteer @InvestLTerm]

$CAT I listen to Adir on the contrarians podcast each week crap all over loss making software businesses and constantly say 'why can't you make a profit'.
I keep looking at Catapult with a $1bil market cap with $5mil free cash flow and never making a profit 🤷😂

[PatientProfiteer @InvestLTerm]

@BlockIR @emcross23 @owenbjennings What's holding up international expansion? I personally would love cash app in Australia connected in with neighbourhoods.

[PatientProfiteer @InvestLTerm]

Great little acquisition by $ALC. EBITDA accretive but also taking out a competitor in Australia which puts Alcidion in a great position for opportunities in QLD and SA.

[PatientProfiteer @InvestLTerm]

Probably no need to chase this one as it probably continues to trend lower. At some point the risk/reward will be in our favour.
I like the business, just a valuation question with messy financials.
Much the same as $LMND, $ZETA and $XYZ when net profit hasn't been established

[PatientProfiteer @InvestLTerm]

$XRO is a small holding. I always wanted to wait and see what the acquisition would bring in terms of US growth, and it seems to have worked for now. So the thesis isn't broken.
Seems like top line growth in all jurisdictions was pretty good. But then the rest of the financials..

[PatientProfiteer @InvestLTerm]

Were pretty messy. I think it was as expected doing a large acquisition of a loss making entity. So the bottom line is messy and impacted by lots of things.
I suspect the stock will continue to get punished until the bottom line clears up over the next couple of years.