Will pick a winner tomorrow. Did not expect this many comments, but I promise to read through as many as I can 😃

$TMDX will beat Q2 estimates easily. Analysts are calling for only a slight beat over Q1, yet flight data showing ~14.5% more flights over Q2.

You win Juan Pablo Montero since you got the most likes on my post! DM me and I’ll get you over the money.

War is the theme, so here’s 4 stocks: Market Cap <$500M Revenue Growth (TTM) 10%> P/E (TTM) <25 1) $MPTI | Mtron Industries Market cap: $115M Revenue growth (TTM): 17.62% P/E (TTM): 14.13 2) $OPXS | Optex Systems Market cap: $74M Revenue growth (TTM): 21.76% P/E (TTM):

$LGCY is up 181% since its IPO in September of 2024 and still only trades at a 16.5 P/E despite explosive revenue growth. Enrollment numbers continue to grow across all their colleges. The business model is fairly simple. Acquire new colleges, add new programs to them, and

$PPIH doing very well today in the market. Company will do over $2+ EPS the next 12 months, which puts it at an 11-12 P/E. Growth will accelerate as the backlog continues to grow. The Middle East is spending billions of dollars every year on infrastructure projects. New CEO

New 52-week high on $LGCY. Nice little write up here on the name.

Little bit of a higher risk, but I like $BOF. I almost hate to do this, but reminds me of $SOWG early with the growth, but this growth seems much more sustainable, and will likely continue versus being a fad. Nice little video interview to watch from MicroCapClub here:

$MPTI with another $5.5M award after receiving a $3M award earlier this month. The company is well positioned in the current administration who is focusing heavily on investing in drones, satellites, and missile defense systems. The big drop of the stock recently has presented

Really solid point here. A career in allied health is a much better move than traditional college for most and only takes 24 months to complete most programs. $LGCY

$CXDO only expands existing partners and has almost 0 churn among the MSP/Service providers they work with. That software segment is growing north of 30% YoY and is the higher margin part of the business. Just wait until we see the cloud migration complete later this year and

Nice little thread on $GAMB. I’m looking to raise my position some if it continues to dip. I have the company doing $50M+ FCF this year. Very cheap considering the company market cap is just north of $400M. Even on a fully diluted basis it’s still very cheap. AI has actually

I bought some $MRVL.

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Good write up on $TIPT.

I love undervalued stocks with growing backlogs. $ESP | Espey Manufacturing $MPTI | Mtron Industries $CXDO | Crexendo $TATT | TAT Technologies $PPIH | Perma-Pipe What are a few other names people like?

Nice thread on $CXDO.

Good growth, but very high SBC $ZETA.

Definitely possible for Q2. Analyst projections are way too low. All time highs definitely possible before end of the year. $TMDX.

$TIPT acknowledging they are actively looking to sell the company, but no details.