roy swisa

[roy swisa @RoySwisa]

$SMWB

[roy swisa @RoySwisa]

Similarweb: The Nielsen of the Internet, at One-Third the Price a Buyer Just Paid https://t.co/mHU5umUSPl

[roy swisa @RoySwisa]

@jasonschips Hence, Omnitron is a great idea...

[roy swisa @RoySwisa]

@_MaxBlade How is it diff than using whisper? Music is neat

[roy swisa @RoySwisa]

read more at https://t.co/20gkwgEhDM

[roy swisa @RoySwisa]

$SMWB signed about $47 million in new multi-year, seven-figure enterprise contracts! Exactly the news we needed. Its closest rival just sold for 3.6x

[roy swisa @RoySwisa]

@TheStalwart @tracyalloway The best line is: "Knowledge is knowing that a tomato is a fruit, and wisdom is knowing not to put a tomato in a fruit salad."

[Joe Weisenthal @TheStalwart]

WHY THE PRICE OF TOMATOES IS GOING BANANAS

On the new Odd Lots, @tracyalloway and I talk to Baldor’s SVP of Procurement and Merchandising Jacob Krempel about how a combo of drought and tariffs caused the tomato market to go nuts https://t.co/kBSVHH6pBD

[roy swisa @RoySwisa]

$HEI $TDG the aircraft shortage is a parts story.

The world built ~3,400 fewer jets than it needed since 2019. Old planes can’t retire, so they keep flying. Planes that fly longer need more parts and service. That demand flows to $HEI for replacement parts, $TDG for aftermarket

[roy swisa @RoySwisa]

@VariantMkt @JamesAldige @Campbell__W @jamiemendola @dsundheim Proud to be part of this lineage

[roy swisa @RoySwisa]

$Hei Heico business in one picture, one of the great industrial compounders, Singleton-style decentralized M&A, ~20%+/yr equity CAGR since 1990

[roy swisa @RoySwisa]

$Hei Heico has a massive runway

[roy swisa @RoySwisa]

AI winner after all?

[roy swisa @RoySwisa]

$CLBT Top-line acceleration is setting up, with the tape still pricing last year's DOGE-era federal freeze.
Two demand tailwinds on the US calendar: the World Cup this summer and the LA Olympics in 2028.
Genesis, the AI platform not yet in the numbers, going commercial mid-June.

[roy swisa @RoySwisa]

ARR +21% YoY to $493M. Q2 guide ($510-513M) implies net-new reaccel, ~$17-20M vs $12M in Q1.
Federal flipped: pipeline +35% YoY, FedRAMP High secured May 6, growth headed back to the 20s.
AI: ~$12.5B Investigative AI TAM over 4 yrs, an "opportunity to double our business.

[roy swisa @RoySwisa]

RBC Bearings: A $0.82 EPS Edge Built From 19,422 Federal Contracts https://t.co/MDzbgiUbji

[roy swisa @RoySwisa]

I read 19,422 defense contracts to confirm it.Full thesis: https://t.co/MDzbgiUbji

[roy swisa @RoySwisa]

The U.S. burned through most of its precision missile stockpile in February. Rebuilding takes years.
One company makes the bearings inside the factory producing the next batch. $RBC

[CSIS @CSIS]

Depleted U.S. missile inventories have "created a window of vulnerability for a potential Western Pacific conflict," warns @CSISDefense. "The time needed to rebuild those inventories has thus become a major concern."

Learn more: https://t.co/FNLGW2FyIo

[roy swisa @RoySwisa]

https://t.co/n0FjBpMCIZ

[roy swisa @RoySwisa]

I reviewed 432 school-board meetings and 553 parent comments to stress-test $LRN.
Zero non-renewals. Zero competitor mentions.
Prob-weighted target $138 (+38%), 3.0x skew. Q3 print tomorrow.
Full thesis: