$APPS Earning call money line. Single Tap roll out with many many tier 1 partners in the coming quarter and ramp up and margin enhancements in the following quarter.
This however will be the opportunity to own the mega-cap names that ought to put their monster balance sheets to work.
Consolidation. Buy Outs. All to follow.
Everyone concerned about trading volumes and turnover being a great thing. $RICK holding up at this point due to LT shareholder base and Cap Allocation strategy even with required exposure to Debt Capital Markets.
Kudos to broadening information dissemination via @litcapital
$RMNI (1/8)
A short thread on RMNI and their customer PR as a testament to their value prop. Putting out press releases on new customer wins is tricky. The customer usually wants to stay on the downlow for strategic reasons, and almost NEVER wants to bash a previous vendor.
1/
Get a cup of coffee.
In this thread, I'll walk you through the various connections between asset prices, interest rates, and inflation.
As an investor, it's useful to have a mental picture of how these pieces affect -- and are affected by -- one another.
1/17 Too many investors chase concepts instead of real companies. Too many people think the stock market is only for Big Money. Too many investors focus on trading rather than holding really good businesses.
@LSValue 17.10 is just way too cheap and is in no way considered a win for shareholders.
My returns, even at 17.10, are handsome but again the future prospects here were very bright. Wouldโve supported an acquisition in a few years.
Rather disappointed with @sharpspringโs board of directors for unanimously approving a buyout at 240mm after laying a road map for 100mm in ARR and โfocusingโ on the long term shareholders.
Intended to hold on for many years to come. $SHSP
Absolute steal for @ClearlakeCap
The time is here. @GreenhavenRoad is ready to pounce and has hired an analyst.
I am excited to follow the future of an analyst groomed by Scott.
If you haven't already read Scott's letter, you can find it here: https://t.co/FPF4RoeMvj
The SPAC market is hot right now. Valuations are running wild.
One day it wonโt be - the warrants will still be out there for pennies on the dollar and active for a long time horizon.
Keep the quality companies with large TAMs that become unloved at top of mind.
@PAR_Tech 1/2 Billion pings per day. No idea what competitors get, but I would bet after full penetration by all competitors in the space that $PAR wins by a mile
Small business donโt do volumes like QSRs. Small businesses arenโt open 24 hrs like QSRs
The multiples will flip.