Walnuts Capital Management

[Walnuts Capital Management @Walnuts_Capital]

@MicroCapClub @pbcinc I don’t understand the current valuation…lol

[Walnuts Capital Management @Walnuts_Capital]

@SmallCapEagle

[Walnuts Capital Management @Walnuts_Capital]

@turtlebay_io @atelicinvest losing money is payment enough for me

[Walnuts Capital Management @Walnuts_Capital]

@atelicinvest Not sure who the local experts are tho

[Walnuts Capital Management @Walnuts_Capital]

@atelicinvest $PHX?

[Walnuts Capital Management @Walnuts_Capital]

Does anyone understand $PHX.AX valuation @ current levels? 9x rev, 44x ebitda?

[Walnuts Capital Management @Walnuts_Capital]

@ArrowInvestor @ryu_tay

[Walnuts Capital Management @Walnuts_Capital]

PLZ no-one mention $AIM.AX today! stfu!

[Walnuts Capital Management @Walnuts_Capital]

@ryu_tay WHY IS NO-ONE LISTENING TO ME!

[Walnuts Capital Management @Walnuts_Capital]

@BallerMania_18 PLZ delete this Tweet!!!

[Walnuts Capital Management @Walnuts_Capital]

@atelicinvest This is fkn awesome!
https://t.co/A3xYde9xDd

[Walnuts Capital Management @Walnuts_Capital]

@atelicinvest The CEO literally makes me sick. His twitter profile is red flag central. Classic old guy CEO of small tech company. Why am i still invested?

[Walnuts Capital Management @Walnuts_Capital]

also the selling by the former Chairs foundation has hit price. But Tony buying recently suggests nothing is wrong, he wouldn’t be buying if growth wasn’t continuing...right?!?!

[Walnuts Capital Management @Walnuts_Capital]

I've convinced myself to buy more $AIM.AX based on possible/likely delusion that it's trading on EV/FCF of 22x..... if you annualise the 1H hahaha

[Walnuts Capital Management @Walnuts_Capital]

@lukewinchester9 @JohnCena long AIM?

[Walnuts Capital Management @Walnuts_Capital]

https://t.co/vkL6T8UkbW

[Walnuts Capital Management @Walnuts_Capital]

$AIM.AX - low margin legacy humans to scalable very high margin software/tech revenue shift. Plenty of cash & FCF +ve. Founder buying on market. $113m Mcap, $99m EV.

[Walnuts Capital Management @Walnuts_Capital]

@SmallCapEagle Absolutely fkn ridiculous

[Walnuts Capital Management @Walnuts_Capital]

@finphysnerd