Sharing the latest investment ideas sourced from the smartest analysts/investors (not traders) we know. Of course we are invested in most names covered here!
Joined February 2013
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$SPCB project value ranges from $17M to $75M published budget with upside reflecting potential expansion of # offenders monitored, add. capabilities such as alcohol monitoring, PureOne GPS solution & Pure Officer mobile device for supervising officers.
prnewswire.com/news-releases…
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Stifel Raises $INBX target from $300 to $325 on recent positive trial data.
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HUGE Phase 2 result for $INBX drug that turbocharges performance of Keytruda (pembrolizumab) - $MRK's biggest drug going off patent in 2028.
$2B market cap provides plenty of upside as $INBX advances development
prnewswire.com/news-releases…
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Guess $INBX was a "sell on the great news" story - from a trading perspective - ouch! Still think this has multi-bagger potential - we just need to be patient.... (pun not intended)
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Kudos to @j16425646 for ferreting out this article on rising use of electronic monitoring for domestic violence applications in Europe. $SPCB asiae.co.kr/en/article/world… via @asiabus_daily
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SuperCom $SPCB Wins 4 New Electronic Monitoring Contracts in New York, Displacing Incumbent Vendors in 3 and 1 new Program Launch
Brings SuperCom's US market wins to over 40 since entering market in mid-2024
prnewswire.com/news-releases…
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Solid report by $SPCB despite the noise of some charges and a material financial gain that impacts reported EPS
Call today at 10:00 am
prnewswire.com/news-releases…
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$FTAI is a GREAT co that has been acting like💩recently
Smart investor got us in in the teens a few years ago & story keeps getting better as jet engines require maintenance. Guessing weakness relates to fuel price impacts on travel & possible near-term slowing of maintenance?
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$SPCB 2-year chart suggests there's more to go on the upside as we await year-end results due April 30th. A quick look at the 5-year chart helps explain why impressive electronic monitoring contract wins and rev ramp have been largely ignored ... so far.
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$NMAX has been rebounding nicely - making us feel better about violating the falling knives rule in averaging down. LT story seems very compelling as they work to raise their affiliate fees which are well below average
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Nice to see $VNCE re-rated following a strong report and $0.44 in TTM eps. Outlook remains excellent!
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Nice Q4 & 2025 report from specialty retailer Vince Holdings $VNCE trading $3.12/share; 7x 2025 EPS of $0.44 for a $37.5M mkt cap
Veteran retail analyst Eric Beder @SCC_Research raised '26 estimate to $0.55 & PT to $7 or 10x his FY'27 EPS estimate of $0.66
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What are we missing in @NEWSMAX $NMAX?
4th most watched cable news network;
$131M in cash/equivalents & no debt;
Affiliate fee Rev's of 7 cents per MVPD subscriber (monthly) vs. peers ranging from 40 cents - $2 - suggesting upside?
Excerpt from @NobleCapMkts report below.
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When you know what you own and why - you get to take advantage of lemmings puking out stocks because of ultra-short-term volatility $GG.V $GGGOF We loved this at $3k Gold! ; )
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$GG.V down 40% in 3 weeks. Gold is down 10% in the same period.
Golconda is now trading at 4.4x 2026e EV/FCF @ $4300/AU. Meaning gold can fall another 7.5% until those estimates are under water. Even if gold goes to <$4000, the multiple would most likely be too low.
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$SPCB secures $17M electronic monitoring contract w/ Sweden Prison & Probation Service - 4th win in Sweden; deploying PureSecurity Suite for offender, home detention & indoor facility monitoring potential to add other programs in the future.
prnewswire.com/news-releases…
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Solid growth projected by @berginsight for global electronic offender monitoring utilization 2025-'30
Great find by @addictedtostock - we created table to clearly illustrate the trends
$SPCB $GEO $CXW $TRCK $BLGF
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Single Best Ideas retweeted
Stanley Druckenmiller:
“Sizing is 70% to 80% of the equation. …It’s not whether you’re right or wrong, it’s how much you make when you’re right and how much you lose when you’re wrong.”
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Was introduced to @SanuwaveTech $SNWV ($211M mkt cap) story by a very smart investor. Later we saw this 4-page write-up by @DeepSailCapital which makes a very compelling case for the stock.
deepsailcapital.com/_files/u…
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Introduced to $GG $GGGOF by @IanCassel at @MicroCapClub It really is a "set it and forget it" low risk investment in gold mining now trading on #OTCQX. Should make great money at any reasonable gold price & economic/gold price volatility could provide attractive places to add
We are thrilled to welcome Golconda Gold Ltd. (TSX-V: $GG; OTCQX: $GGGOF), an unhedged gold producer, to our #OTCQX Best Market today. Congratulations to the Golconda Gold team! Visit the company's profile on our website to learn more: bit.ly/4068WZb
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