Private Investor , Value Investing Philosophy. Managing Concentrated Portfolio For Family + Friend’s. (Not investment advice) https://nitter.cf/t.co/9F9IibXgba
Substack
Joined September 2019
- Tweets2.4K
- Following399
- Followers1.7K
- Likes7.7K
Pinned Tweet
$IVFH Innovation Food Holdings Potential multi-bagger 💎
▫️High-growth,
▫️Asset-light business,
▫️Priced at just 7X normalized EBITDA.
▫️With solid organic growth and a management team owning >40% of the company.
open.substack.com/pub/sencea…
1
4
835
Seàn Ò Cearmada 🇮🇪 retweeted
Colorado-based cinema advertising network - $NCMI National CineMedia (+18% after hrs) Announces $100 Million Share Buyback through April 2027 Amidst Mixed Q4 Results & Market Challenges
$NCMI reported flat year-over-year revenue at $90.9 million for Q4 2023
The buyback represents around one-fourth of its current market cap!
ALT Colorado-based cinema advertising network - $NCMI National CineMedia (+18% after hrs) Announces $100 Million Share Buyback Amidst Mixed Q4 Results & Market Challenges The buyback represents around one-fourth of its current market cap!
Seàn Ò Cearmada 🇮🇪 retweeted
🔴 My full-length article on @dsmoak98, the small-cap investor boasting a 5-year 48% CAGR, is now live in my BIO!
🟠 The article covers all 16 incredible pitches shared by Daniel!
🟡 Many of these have turned into incredible multibaggers.
Seàn Ò Cearmada 🇮🇪 retweeted
Here's an article we wrote in August of last year....
The Makings of a Ten-Bagger
$TMDX
▫️Exponential revenue growth, positive EPS in the last 2 Qtrs.
▫️The focus is not solely on revenue expansion, but also on turning profitable and generating free cash flow, indicating potential for sustainable success.
▫️Bit rich for me at 7.5X forward sales.
729
Seàn Ò Cearmada 🇮🇪 retweeted
One Up on Wall Street by Peter Lynch
One of the best books to read when you start investing:
Seàn Ò Cearmada 🇮🇪 retweeted
New Write up
The Butterfly Effect
A capital light, cash rich business with a hidden Saas segment. Despite incredible revenue growth and world class operating margins, shares trade for 5.5x EV/FCF.
Link in bio.
Still plenty of upside left here $EML.AX
$EML.AX announcement of selling its Sentenial business for $54M demonstrates the company's commitment to its strategic review. It's reassuring to see management following through on their promises, aligning with shareholder expectations.
$EML.AX 3mos on and stock is +50% and breaking new highs as Sentennial disposal announced, more or less in line w my expected valn and continuing record of strong execution against strategic plan from new management.
👌🏻👌🏻
2
903
Seàn Ò Cearmada 🇮🇪 retweeted
PALANTIR CEO ALEX KARP ON SHORT SELLERS
“THEY (SHORT SELLERS) LOVE PULLING DOWN GREAT AMERICAN COMPANIES SO THEY CAN AFFORD THEIR COKE (COCAINE) . THE BEST OUTCOME FOR THEM WOULD BE IF WE LEAD THEIR COCAINE DEALERS TO THEIR HOMES AFTER THEY’RE UNABLE TO PAY THEIR BILLS.”
$PLTR
@CapitalVoss pitch for $RCM suggests a base case price of $21.05. Despite receiving a non-binding offer at $14, the stock is currently trading slightly above that level.
This could signal the possibility of a price increase or even a bidding war in the near future.
🧵👇🏻👇🏻
1
4
316
2. **Customer Growth:** With access to vast amounts of data and a strong customer base, R1 is well-positioned to attract new customers and drive revenue growth, particularly as hospitals seek more efficient revenue collection methods.
1
147