Quick Pitch $TBRD EV: ~$44M USD EV/EBITDA (NTM): 2.8x Target: 6.0x by FY26 → 100%+ upside Small-cap with predictable cash flow, operating leverage, and non-linear upside.

Golden Matrix Group $GMGI: Asymmetric Upside (5-10x) This is an unusual one for me. I generally don’t like this industry. I’m not drawn to gambling or gaming platforms. Most are either structurally weak, rely heavily on marketing gimmicks and geographic arbitrage, it’s a space

Totally agree. This one is a head scratcher as to why new investors aren’t taking a swing down here. Company buyback has started and they are (rightfully) under enormous pressure from shareholders to be aggressive given the balance sheet and cash generation. Voss Capital

This may be the cheapest company I have seen in a long time. Will be buying asap

$CCCM

$LQDA chart looks horrible, sentiment at yearly lows, no signs of recovery And the worst part is, there’s no clear reason why this has happened. Usually when a stocks down 35% in a month, you have a good idea as to why. Not the case here, adding to the frustration

I asked chatGPT to rank all my recent ideas. It put $THX.V at second and $TBRD at first interesting.

$RGS woes continue. I’ve lightened my position close to my cost basis. Still my biggest position but may not be for longer as I like $TBRD.

everyonehatespoetry Mild Investing Unemployed Capital Allocator They have also put together 4 strong quarters in a row now and I think a 5th is coming based on the amount of IP deliveries they had this quarter. For a stock rerate we need to see continued execution on the buyback, a TSX listing, coupled with continued strong performance.

TIm Mild Investing Id argue that: - 1 year of strikes killed green lights for over a year leading to FY23 performance and a slow recovery has followed. this is true for the whole industry. lots of folks went under or did crappy deals. - outside of last kids on earth, all of their IP was

Quite a compelling pitch, this company has been lost and forgotten and offers a 30% ish dividend yield if they decide to pay out their accumulated earnings like in the past. $RIVER.OL

$LQDA short interest rose from 16.6m to 19.5m from 5/30 to 6/13, representing 29.5% of the float, up from 24%. Earnings in 6 weeks. Thank you for your inattention to this matter

Oh man do I like $TBRD

I have a really cool idea for a screener using AI for qualitative aspects of a company as well as quant. I wonder if folks would be willing to pay for it?

I asked ChatGPT if management's new capital return program is credible. This is its response. Incredible. It not only understands the company but is right on the nose of market expectations. o3 is literally able to replace investor relations off the shelf lmao.