Mostly Microcaps -- Alight: A Highly Durable Business With Long-Term Potential zippycapital.substack.com/p/alight-a-sho…

$ALIT is not a a microcap, but it is an interesting former SPAC with a surprisingly durable, sticky business in the benefits admin/HR space. Big ups to Uncommon Stocks for helping me get up to speed on this name. A criminally under-followed account.

Big move today 🤷🏻‍♂️ $CRMZ

Thank you to Jerry Flum & Mike Flum from CreditRiskMonitor $CRMZ for joining me on the Due Diligence Series. The company has been around since 1999, they are a family owned and operated business, and nearly 40% of the Fortune 1000 rely on their solutions. I invited Jerry and Michael

$CHL $CHL.AX 2nd consecutive quarter of positive OCF 👀. GTV and revenues tripled y/y (w PaulCamper).

On vacation today and lookin thru filings $TBTC $CRMZ $BUKS. Note to self: don’t take a day off right before shitco SEC reporting deadlines.

"Implementation of quarterly dividend program" at $TBTC "Annually, at the discretion of the Board, a special dividend may be issued after a review of excess cash and capital needs has been completed" Also - license for Louisiana pending

Great work by $CHL.AX team, reaching profitability/FCF+ on a normalised basis. I think a new promising platform was born. FY24 will likely be a lower g year, with (I hope) margin, costs, integration and profitability efficiency. End game is 30% EBIT @ triple digit+ $M Revenue.

New write-up on Civitanavi Systems SpA $CNS.MI zippycapital.substack.com/p/civitanavi-s… h/t Kip Johann-Berkel

At least we will get a break from accounts constantly tweeting that $IQ.V has hit a fking mid-day all-time high...

No Better Feeling.