Single Best Ideas

Sharing the latest investment ideas sourced from the smartest analysts/investors (not traders) we know. Of course we are invested in most names covered here!

[Single Best Ideas @SingleBestIdeas]

@EbnethGeorge @DGretta_Author That proved prophetic!

[Single Best Ideas @SingleBestIdeas]

@CapstackCapital Thanks for the update!

[Single Best Ideas @SingleBestIdeas]

Stifel Raises $INBX target from $300 to $325 on recent positive trial data.

[Single Best Ideas @SingleBestIdeas]

@d_esposito37712 We did at $103! You can't control the market - but you can take advantage of good things on sale!

[Single Best Ideas @SingleBestIdeas]

HUGE Phase 2 result for $INBX drug that turbocharges performance of Keytruda (pembrolizumab) - $MRK's biggest drug going off patent in 2028.

$2B market cap provides plenty of upside as $INBX advances development
https://t.co/jjQwpoochT

[Single Best Ideas @SingleBestIdeas]

Kudos to @j16425646 for ferreting out this article on rising use of electronic monitoring for domestic violence applications in Europe. $SPCB https://t.co/TsFJVkfZ5H via @asiabus_daily

[Single Best Ideas @SingleBestIdeas]

@Nesjamag @Phoenix_FFM @Aksel465 That's our understanding, along with customer confidentiality provisions, thought sometimes the procurement is public

[Single Best Ideas @SingleBestIdeas]

SuperCom $SPCB Wins 4 New Electronic Monitoring Contracts in New York, Displacing Incumbent Vendors in 3 and 1 new Program Launch
Brings SuperCom's US market wins to over 40 since entering market in mid-2024
https://t.co/FcOcoKuIoI

[Single Best Ideas @SingleBestIdeas]

@j16425646 Love the story and your enthusiasm - but the Swedish contract that could be worth up to $76M is over a 9 year period - so I don't think $76M + $21M lets you add $50M to 2026!! $SPCB's credibility is already low - so lets stick to the facts - which are already very good!

[Single Best Ideas @SingleBestIdeas]

Solid report by $SPCB despite the noise of some charges and a material financial gain that impacts reported EPS
Call today at 10:00 am
https://t.co/N1my974BtM

[Single Best Ideas @SingleBestIdeas]

@InvestSpecial @HalvioCapital Wow - looks cheap and like it could say that way for years... looking at past few years posts on the name.

What's the catalyst to change the valuation?

[Single Best Ideas @SingleBestIdeas]

Trump reclassification of Marijuana has to be good for pot stocks? Right? $MSOS

[Single Best Ideas @SingleBestIdeas]

$FTAI is a GREAT co that has been acting like💩recently

Smart investor got us in in the teens a few years ago & story keeps getting better as jet engines require maintenance. Guessing weakness relates to fuel price impacts on travel & possible near-term slowing of maintenance?

[Single Best Ideas @SingleBestIdeas]

@DheerajNam We aren't chartists either - but the chart does show it has traded higher and the fundamentals seem to be improving.

[Single Best Ideas @SingleBestIdeas]

@test8612 $SPCB - seems it could easily sell for 20x trailing EPS of $0.80 (our guess) they have $0.70 of untaxed EPS (excluding financial gains) for the 9Months. Q4 report coming by April 30th.

So that's $16 - and if they can restore some credibility with investors - even higher!

[Single Best Ideas @SingleBestIdeas]

$SPCB 2-year chart suggests there's more to go on the upside as we await year-end results due April 30th. A quick look at the 5-year chart helps explain why impressive electronic monitoring contract wins and rev ramp have been largely ignored ... so far.

[Single Best Ideas @SingleBestIdeas]

$NMAX has been rebounding nicely - making us feel better about violating the falling knives rule in averaging down. LT story seems very compelling as they work to raise their affiliate fees which are well below average

[Single Best Ideas @SingleBestIdeas]

Nice to see $VNCE re-rated following a strong report and $0.44 in TTM eps. Outlook remains excellent!

[Single Best Ideas @SingleBestIdeas]

Nice Q4 & 2025 report from specialty retailer Vince Holdings $VNCE trading $3.12/share; 7x 2025 EPS of $0.44 for a $37.5M mkt cap

Veteran retail analyst Eric Beder @SCC_Research raised '26 estimate to $0.55 & PT to $7 or 10x his FY'27 EPS estimate of $0.66