INSTEAD OF WATCHING NETFLIX TONIGHT.
Spend 1 hour with this.
Claude AI FULL COURSE that teaches you how to BUILD and AUTOMATE anything.
The people who watch this tonight will wake up tomorrow with a skill that most people will not have in 2 years.
The people who skip it will still be watching Netflix next year wondering why nothing in their life has changed.
Your call.
@mrholty1@GrafWeb3 again if the opportunity is bigger than just the FSMA 204 affected companies the growth prospects and valuations change ... assuming Trak executes correctly
key take aways from call :
-Kroger has turned this into a competitive race from a regulatory race
-The revenue opportunity set for $Trak has broadened in the last 2 years from 20mil to 200mil+
-speed of Onboarding new clients onto the RTN can accelerate by 10X
-$1 EPS likely to be met within 2 years putting the stock at a projected 12x PE with an open ended growth story
Is Randy Fields telling us that they are preparing for 100k in facilities?
FDA estimates 270,000 facilities in their TAM.
At roughly $2,500 per facility they could 10x the sales they have today. Earnings will grow even more.
“Biggest understatement of my career.”
$TRAK
@mrholty1@GrafWeb3 pre Kroger annoucement the opportunity for Trak was 2x but now the TAM will expand if you include all Food companies handling food stuff whether on the FSMA 204 list or not. that's what was being communicated