Blinkle Bloop (@blinklebloop) 's Twitter Profile
Blinkle Bloop

@blinklebloop

Generally only invest in equities. Small caps, special sits.

Link below is my s0bstuck - don't want X to shadow ban it so I changed it

ID: 1438809362261286912

linkhttps://linktr.ee/blinklebloop calendar_today17-09-2021 10:17:49

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Blinkle Bloop (@blinklebloop) 's Twitter Profile Photo

What company's are you guys following that are exposed to the AI, Tech, robotics, theme, and trade at a decent valuation...not 'cheap' just sort of fairly valued- but sit in an intersection of tailwinds?

Blinkle Bloop (@blinklebloop) 's Twitter Profile Photo

Betsson AB, dropped after earnings and I think it’s a really good time to get in. Going to post an update later. Considering increasing my already big position. Company now trades at EV/EBITDA of ~5 amongst peers of ~11 and is growing fast in LATAM. Market spooked by non

Blinkle Bloop (@blinklebloop) 's Twitter Profile Photo

Have done an update on the forbidden site. The gist of it : Betsson now trades at a forward EV/EBITDA of ~6 amongst comps at ~15. Grew 12% YoY. High cash conversion, capital light business. Latam growing 35% YoY (2nd biggest revenue segment). Market didn't like: -Nordic

Blinkle Bloop (@blinklebloop) 's Twitter Profile Photo

You know, I met a gambling addict once. I wanted to understand what he felt like before he gambled, like what’s the sensation. He described it to me as a crazy anxiety, excitement and anxiety are siblings. Like an itching that he must do it. It’s a mental disease, you don’t

Blinkle Bloop (@blinklebloop) 's Twitter Profile Photo

o3 is smarter than 99% of humans I’ve met when it comes to answering my question- with sources. The slop comes from humans, not AI

Blinkle Bloop (@blinklebloop) 's Twitter Profile Photo

Couldn't help myself. Wrote up on Consenus Cloud Solutions. -Sticky US SaaS At 5.5 EV/EBITDA -with 45% EBITDA margin -Growing revenue upper single digits %YoY -Sold off HARD on non-structural rating change -VERY misunderstood by the market -conducting buybacks which is

Couldn't help myself. Wrote up on Consenus Cloud Solutions.

-Sticky US SaaS At 5.5 EV/EBITDA

-with 45% EBITDA margin

-Growing revenue upper single digits %YoY

-Sold off HARD on non-structural rating change

-VERY misunderstood by the market

-conducting buybacks which is
Blinkle Bloop (@blinklebloop) 's Twitter Profile Photo

You also have the issue that WorkSimpli, the simplest software ever, just generates consistent high margin cash flow. $LFMD is all about market expectations. In reality the competition is far too great for them- HIMS, Amazon Clinic One, best case scenario for them is a takeout.

Deep Value Situations (@dv_situations) 's Twitter Profile Photo

$CCSI and $NATL both reported Q2 results today and both meaningfully exceeded expectations solidifying their respective medium/long term bullish theses. For $NATL ATMaaS growth is gaining serious momentum and management also announced a share buyback programme of roughly 10% of

Blinkle Bloop (@blinklebloop) 's Twitter Profile Photo

They bought back more stock than they paid down debt. Hugely beneficial and a great capital allocation decision. Buybacks here are like 6X better for EPs compared to debt repayment- especially at these prices