Matheus Lonning

Investor. Opinions my own. Not financial nor any kind of advice.

[Matheus Lonning @mathlonning]

$TBTC is my newest stock idea. Article is live on substack.

The company is trading at ~8x TTM P/E and has an under appreciated recurring revenue base with over 70% gross margins.

Downside is backed by more than 8m in cash and equivalents at 22m market cap.

Bull case requires them to sign new customers, perhaps $BUKS could use their services. If they signed a major casino deal, the sky is the limit.

My 12 month PT is: $12 as I expect new management to continue strong sales momentum and operating leverage to kick in.

[Matheus Lonning @mathlonning]

I’m about to open $EWZ shorts overnight

[Matheus Lonning @mathlonning]

Brazil’s presidential elections are set to take place on Sunday.

The question is: is it priced in?

[Matheus Lonning @mathlonning]

$HAWK with another successful launch. Cluster 16 online. 51 total satellites now.

[Matheus Lonning @mathlonning]

Run so good he thinks he’s chief keef now lmfao

[TOGI @ShaneStoffer]

Niggas not telling me shit no more. Talkin bout TOGI on a sun run, TOGI top is in

Then they wanna say “who’s ur insider????”

Ppl doubt me so much that even when I’m winning u can’t believe your eyes

Get fucked finx

[Matheus Lonning @mathlonning]

@KyleReedTrader At least there’s that

[Matheus Lonning @mathlonning]

How is the Nasdaq down almost 3% today !? Did anything happen?

[Matheus Lonning @mathlonning]

@CZMansMan21 Something to watch for

[Matheus Lonning @mathlonning]

$TMDX should’ve announced their earnings date already. Maybe they announce today after close.

[Matheus Lonning @mathlonning]

@contarloman8542 It’s a hard decision. There’s so much potential, but Waleed has lost credibility.

[Matheus Lonning @mathlonning]

@dgkellone23 We just gotta wait and see. Yes it’s an investment year, maybe they’ve made progress in Europe. We’ll see

[Matheus Lonning @mathlonning]

@lemon5087 Can’t even argue with that. As of right now, yes. They’ve bitten more than they can chew. Agreed

[Matheus Lonning @mathlonning]

@biggmichaelmike lol that’s for sure. Was just talking to a friend abt how the fuck hasn’t chops been approved? You’re right.

[Matheus Lonning @mathlonning]

@DoucheBagInvest Oh yes massive

[Matheus Lonning @mathlonning]

$LRCX earnings will be telling today. Probably the one I’ll be tuning into first.

What other calls are people looking forward to today?

[Matheus Lonning @mathlonning]

Am I crazy or there’s accounts here who used to talk about stocks posting about dating advice?!

[Matheus Lonning @mathlonning]

I love earnings season

[Matheus Lonning @mathlonning]

$ISRG almost a complete reversal lol sometimes it’s that easy

[Matheus Lonning @mathlonning]

@renavyresearch Thank u sir

[Matheus Lonning @mathlonning]

Substack next article will feature some healthcare/biotech/medtech names I find compelling. I think sector has potential in the coming quarters.

[Matheus Lonning @mathlonning]

@renavyresearch Well, whatever I’ll be talking abt has nothing to do with AI.

[Matheus Lonning @mathlonning]

@renavyresearch What? I honestly don’t know what Citrini is posting about. I’ve also covered medtech/biotech forever