Microcap Investor & Swing Trader. #1 accuracy Tipranks Top 25 as of 2021. See @EquityBitsEmail & @AbsurdCheapStox. YYC. $XPEL 20X $LEAT 5X $CELH 3X $APR.WA 2X
Joined August 2012
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Two newsletters:
Equity Bits @EquityBitsEmail covers comp-advantaged, compounder-like, high ROIIC, GARP companies (often under 20X earnings).
Absurdly Cheap Stocks @AbsurdCheapStox covers very cheap companies trading under 8X earnings (often under 5X).
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I don't have a strong opinion either way but this might be the most bearish I have ever seen FinX on any one stock. The stock is undoubtedly cheap, and I would be inclined to fade that sentiment.
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$NVDA Jensen gone is probably not great for gamers. I think Jensen understands what gamers did for this company more than anyone else in the earlier decades. I just want to upgrade my RTX 3070 for less than $3000 bro.
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$DBO.TO not very good earnings. Royalty rev of $5.1M (+14% YoY) is below what most were expecting (most investors seemed to be at $6M). I was a seller over the last couple of weeks as I felt expectations were climbing too high and I no longer hold large positions through earnings
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My position is still over 7% which is annoying as I was trying to unload more, but at least the damage will be mitigated if the stock falls on this report.
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Really happy with this one. It’s the blueprint for how I’ll write on @AbsurdCheapStox. I still have plenty to improve and lots of ideas to cover. Subbing is FREE. Content is better than what I post on here.
11k followers on X, but only 318 subs on this newsletter.
GO SUB.
Absurdly Cheap Stocks just published on Korea's #3 caterer: a 16% ROIC business trading at 6.2x P/E and 3.8x EV/EBIT, with nearly a third of its market cap in cash.
Global peers trade at mid-teens multiples.
Link in bio!
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Bought a little $NVDA. The company has succeeded because they have THE best chip engineers in the world, and I don't think a single spy could extract enough info to threaten that.
Luke Wolgram🔥 retweeted
Nov has been a bit of an annoying pullback. I have not had nearly enough short exposure to avoid the sell off.
However, on Oct 7, I was +30.5% and QQQ was up +28.5% YTD. QQQs have drawn down to +10.3% while my portfolio is still +25.5%. I guess I can't be too annoyed with that.
Nov has been a bit of an annoying pullback. I have not had nearly enough short exposure to avoid the sell off.
However, on Oct 7, I was +30.5% and QQQ was up +28.5% YTD. QQQs have drawn down to +10.3% while my portfolio is still +25.5%. I guess I can't be too annoyed with that.
Who's gonna tell him?
I don't care what anyone says, Alberta being two hours ahead of BC is mind numbingly stupid. Horrible government policy. Only one hour behind Eastern Standard Time but two hours ahead of BC and California. Give me a break!
Readers added context they thought people might want to know
Alberta is only one hour ahead of BC.
en.wikipedia.org/wiki/Time_in_C…
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Luke Wolgram🔥 retweeted
"It might be anywhere from 250,000 to 500,000 units a year."
Elon Musk - on projected sales for Tesla cybertrucks from a shareholder meeting in 2023.
According to Google, in 2026, Tesla sold 13,800 units in the U.S. And now production is cancelled.
If $HAYPP traded in the US it would be up 8% instead of down 8% today on these results. Then again, we North Americans are just getting to it now so maybe a bid will come in. The stock is on sale.
$HAYPP $HAYPP.ST: Haypp continues to do what it always does after releasing earnings during Nordic market hours: Sell off because they invest in growing the business.
Group adjusted EBITDA margin came in at 4.5% vs 5.6% in Q3 25.
However, core markets EBITDA increased 61% YoY and reached a record level of 12.5% (pretty impressive for a retailer). That speaks volumes of the operarting leverage that is currently starting to emerge.
Meanwhile, growth markets adjusted EBITDA margin was −12.4% in Q3 2026, compared with −4.6% in Q3 2025, mainly due to aggressive spending on marketing and personnel in the US and UK.
So what do you get for this spend? Well, US and UK nicotine pouch volumes grew over 90% respectively in both markets YoY, and growth markets revenue grew 54% (includes Germany, Switzerland and Saudi Arabia).
So that begs the question: What do Nordic investors want Haypp to do? Cut growth and maximize the short term EBITDA margin? Stick to core markets and call it a day?
I'm guessing the market decided to not like the report because growth modestly decelerated in Q3 compared to Q2, with growth markets revenue growth slowing from 57.2% to 54.0% YoY, while nicotine pouch volume growth moderated from 125% to over 90% in the US and from 113% to over 90% in the UK.
The question you have got to ask yourself is whether this deceleration is due to fundamental shift in consumer preferences or competition, and thus will continue, or whether this is part normal quarter to quarter variations. In fact, Management explicitly identifies ZYN's return to the US assortment in 2025 as a reason for tougher year-over-year comparisons in Q3 2026. The pouch volumes in the most important markets are still growing close to 100% (is this a memory stock?).
You do not need to be a genius to see where this business is going, considering the moat and addictive nature of the products it's selling.
Impressive execution, impressive trajectory. Should be green today.
Luke Wolgram🔥 retweeted
Alright how do I start a business that makes me at least a couple of mil?
Alright how do I start a business that makes me at least a couple of mil?
