🔥Telegram İfşa

Long Riskified ($RSKD): - E-commerce consumer fraud protection SaaS platform (chargeback guarantee) - Misunderstood cross-sell & CTB dynamics indicate >80bps gross margin upside to FY26 consensus - Management to use outsized cash position to repurchase 10-15% of shares p.a.,

Long Coda Octopus Group $CODA: International macro pressures and election year defense spending conventions have delayed contract execution resulting in contracted gross margins and flat topline - Proprietary tech suite provides growth opportunities and first mover advantage in

Long ClearPoint Neuro $CLPT: Mission-Critical Neuro Navigation Platform at the Center of $12B+ TAM - Only Co. Capable of Capitalizing on Multi-Billion Dollar Neuro Therapy Opportunity - Expansion into Operating Room (OR) Accelerates Adoption and Enables Scalability, Yields 5%

2x since this $LNSR

New Investment Idea: Long AMMO Inc $POWW - Market failure to re-rate post-spinoff RemainCo allows us to buy a high-margin, capital light business at 60% discount to peers - Market perceives disproportionate risk related to litigation overhang - Ignorance to new cross-sell

New Investment Idea: Long $ICAD: Superior product suite with visibility into a high margin, recurring revenue stream from a transition to a cloud model - Highly developed and superior AI integrated product suite in a crucial market segment - Company’s recent divestiture from

New Investment Idea: Long Smith & Wesson $SWBI: High-quality, durable business priced for 16.3% IRR through F27 - Alternative Data Model Suggests 11.5% Q3 '25 Revenue Beat (using background checks, webtraffic, and supply chain indicators) - 1854 Lever-Action Rifleto Drive 30%+

New Investment Idea: Long Valaris $VAL: Offshore contractor amid multi-year inflection at deep discount to replacement cost - Largest offshore fleet positions VAL to capitalize on shift to offshore E&P - Contract repricing and improved day rates drives 13% CAGR through FY28

New Investment Idea: Long CuriosityStream $CURI Extensive SG&A cuts and strong growth in licensing and D2C being overlooked due to recent turnaround - AI training presents opportunity for low-cost licensing revenue which is overlooked by the street - Continued cost-cutting

Welcome aboard

New One-Pager: Long $CVEO (Civeo Corp): Activist Engine Capital to Unlock 23.6% FCF Yield Jonathan Wells