#MEGP won that Asda agreement for the Washing Machines. ShareScope has fwd p/e 9.1 falling to 8.2 and fwd Divvy 6.2% rising to 6.7%. Seems a low rating and decent payout. I don't hold.

1/ 6 months ago I had 70% of my watchlist in mega-cap tech I almost missed the biggest small cap rally in a decade What happened👇

FormFactor $FORM joins a number of Semis & Semi-Cap Eqpt stocks which have begun to strengthen again meaningfully after $SOX recent breakdown attempt proved short-lived. @marketsurge @IBDinvestors charts found here: https://t.co/vmgJqlzgJC https://t.co/2E6uI606EH

$CODI is a collection of crown jewels trapped in a fee-mining structure. SOTP lands at ~$12/share vs. the stock at ~$9.6/share. If corporate overhead is eliminated, liquidation value could reach ~$26/share. That’s what ADW Capital is now pushing for: a full piecemeal liquidation. The...
Took this off at $6.30 versus a $10.80 premium back in January Was a fun special situation and happy with the IRR over 3 months, got other uses for the capital now
As a seed investor back in late 2022 and in the pre-IPO round in 2025, the Koala is very excited for this day for The Metals Royalty Company $TMCR and the team led by Brian Paes-Braga @bpaesbraga If you haven't...
Valuation trick that has served me well over the years: Start with net cash companies. EBIT / 3 / (Prime +5%) > EV You can LBO the whole business with debt at prime + 5% that is covered 3x. Good for identifying undervalued takeout...

$JOJO has been my labor of conviction. Launched at the worst possible time for bonds. Survived the worst bear market in a generation. The setup is finally here. Pay attention. https://t.co/KUPXyEQEjp

$RDDT -- analyst at Wells Fargo just raised their 2026 Q1 estimates and 2026 full year estimates for $RDDT after channel checks with "larger brand ad partners" This is from me... With continued platform growth, better monetization and bigger data...
$TMDX -- quality note/report this morning from Oppenheimer... they reiterated their buy rating... they reiterated their $175 price target... they made the following comments regarding fuel surcharge debate: "We have spent the last few weeks talking to various players in...

Colt CZ $CZG still going strong. Easy thesis: > 🇪🇺 & 🔫 ✅ > Prague listing ❌ (great city though) > Near-term dual listing plans ✅ > Still hsd EV/EBITDA vs 15-20x for Euro peers ✅ https://t.co/Rdpy7mDI7L

Sometimes the market is just an idiot and hands you free 💰💰 2CRSi was even down (!) for a moment on the day of their monster guidance upgrade. A few days and over +30% later and the stock is back moving...

$MCE.AX gross spread 10% and prob 3mos or so to final close here...just gone exclusivity...STAM also buying up the arb...don't think there's an overbid here (but you never know) but this is prob a 35%+ IRR with (absent total end...

PC Jeweller reported impressive Q4 FY2026 financial performance with 32% year-on-year revenue growth and 49% annual revenue increase for FY2026. The company made significant progress in debt reduction by 23% under Joint Settlement Agreement terms and signed strategic MoU with...

"Speculative stocks fail because investors pay for growth before it becomes measurable." Most speculative stocks don’t fail by accident, they fail because of how they’re priced. Investors often pay for future growth long before it actually shows up in the numbers. That...