Railroad Ranch Capital

[Railroad Ranch Capital @RailroadRanch]

@4C_Blue Nah

[Railroad Ranch Capital @RailroadRanch]

Railroad Ranch Capital is short $ETSY. No salacious accusations or ties to Arthur Andersen, just a business model that we believe is standing on the tracks and the train is coming through. Please click the link below to read our report.
https://t.co/TgJSTTjLQn

[Railroad Ranch Capital @RailroadRanch]

@WallStCynic Congrats on a good run.

[Railroad Ranch Capital @RailroadRanch]

Soon we are planning to release a report, a first for us, highlighting some of the reasons we are short a publicly traded company that we believe has significant downside. Stay tuned.

[OptiCept @OptiCept]

We made a visit to a happy oliveCEPT® customer - Moulin De L'olivette, an award-winning cooperative in France.

We met the director of the mill, Grégory Leme who shared how oliveCEPT® impacted their business.

Stay tuned!🫒

#EVOO #oliveoil #oliveCEPT

[Railroad Ranch Capital @RailroadRanch]

It's not often you see a business with high sell-side analyst growth forecasts trading for 5x EBITDA while launching a process to "assess the Company’s
capital allocation strategy and evaluate all strategic opportunities to maximize value." $TBRD $THBRF

[Railroad Ranch Capital @RailroadRanch]

Anyone interested in $TBRD should really check out the investor webcast at 2pm ET this afternoon. We think management is going to provide some new perspective on where the company's owned-IP / partner-managed strategy is heading over the next few years.
https://t.co/4Al0UyJJWU

[Railroad Ranch Capital @RailroadRanch]

In case you missed it, yesterday we issued a press release expressing support for changes at Thunderbird Entertainment Group $TBRD
https://t.co/lYQ8ZkbfZC

[Railroad Ranch Capital @RailroadRanch]

Chicago, Baltimore, Atlantic City, Philadelphia....all great MSAs.

[Atomic Cartoons @atomiccartoons]

We're so excited to share our newest series, Princess Power coming to @netflix!
“The animation is beautiful, they’ve been working so hard on it. I’m so proud said @SavannahGuthrie https://t.co/Mal7P1tI3H

[Anterix @Anterix_Inc]

#ICYMI: Catch up on the excitement that took place in the Anterix booth during #DISTRIBUTECH22! #AnterixActiveEcosystem members showcased some of the transformative and innovative #privateLTE use cases for the modern #grid.

https://t.co/fhPOTkWvgR

[Railroad Ranch Capital @RailroadRanch]

Today we made a Schedule 13D filing for our position in Societal CDMO, Inc. $SCTL https://t.co/iAPWBur2iE

[Atomic Cartoons @atomiccartoons]

We’re so excited for @theodd1sout coming soon to @netflix

[OptiBoost @OptiBoost]

We had a great couple of days @floriexpo
"The interest is very good, and we have met several people in the industry that are amazed by the technology. We'll see who will be the pioneer in the U.S real soon".

Check out this post in @FloralDaily:
https://t.co/7PAAENo0W8

[Atomic Cartoons @atomiccartoons]

LEGO Star Wars Summer Vacation": The all-new animated special premieres on August 5, 2022, exclusively on @disneyplus @LEGO_Group @starwars

[Railroad Ranch Capital @RailroadRanch]

While the next 12-18 months of financial performance will reflect year-over-year headwinds as COVID testing volumes likely decline dramatically, we believe the underlying non-COVID business reflects an attractive investment opportunity that will become evident over the next year.

[Railroad Ranch Capital @RailroadRanch]

We have posted an entry to our blog about a diagnostics company we are currently long, Quidel Corporation $QDEL. While the company was certainly a COVID over-earner, we believe that during the pandemic the company meaningfully increased its earnings power.
https://t.co/DiIhHzEFbJ

[Railroad Ranch Capital @RailroadRanch]

@MMCapital8 The products on display are funded by their respective companies, not $ATEX. Some of these products need an efficient and secure way to communicate with the utility's network just as much as Anterix needs use cases for it's spectrum. Maybe some SG&A spend on the "ecosystem".

[Railroad Ranch Capital @RailroadRanch]

Since it's in our backyard, we stopped by @DISTRIBUTECH yesterday. As frustrating as the lack of progress on contract signings has been for $ATEX shareholders (including us), we were impressed by the expansion of use cases (with real partners) for their private LTE.

[Railroad Ranch Capital @RailroadRanch]

Since large utilities vary widely in their goals for technology development, we view this expansion of tangible, ready-to-go ecosystem products as increasing Anterix's ability to engage with new customers in the short-term and sign contracts in the medium- to long-term.

[Railroad Ranch Capital @RailroadRanch]

AMI, always a logical use but not a real priority, is shifting into focus. Some other very interesting, new technologies with products already in the field and growing rapidly (e.g. line monitoring), which are natural use cases for a private LTE network, were on display.