@SnowsofNebraska profile picture
Rome Capital @SnowsofNebraska

Official account of Rome Capital, an investment firm focusing on small and mid-cap growth and special situation investments in Western public markets

Joined October 2022
  • Tweets 63
  • Following 106
  • Followers 927
Photos and videos
Kudos to Alta Fox team for the great work! We also believe $NATL is a significantly undervalued stock as market neglects its transformation to ATMaaS, recurring revenue and deleveraging opportunity. Please find our research on it here: alexfeng.substack.com/p/ncr-…

Connor Haley
@AltaFoxCapital
31 Jul 2025
We just published a new high conviction idea $NATL. This neglected spinoff is trading at ~6x earnings and we believe can grow EPS ~30%/year over the next three years. We believe fair value is ~250% higher over the next ~3 years. View the idea here: altafoxcapital.com/research
2
1
24
4,525
Please find our NCR Atleos (NATL) theis. Its mission-critical business not only provides support in an uncertain economy, also it's going through a SaaS-like transformation for better growth, profitability, and visibility. And the multiple is dirt cheap! open.substack.com/pub/alexfe…
2
855
We are honored to be interviewed by Capital Employed, one of our favorite sources for new ideas, to share about our strategies and two high-conviction ideas CBOX LN and NATL NYSE. Please find out with the links below.
Capital Employed
@capitalemployed
7 Mar 2025
FRESH OFF THE PRESS 🔥 Investor interview #108 Alex Feng from @SnowsofNebraska Alex discusses two stocks they're bullish on much more... capitalemployed.com/p/interv…
1
1,024
We are glad to announce to change our X account name to Rome Capital. And here we'd like to share our first Annual Report to discuss our strategy and portfolio in detail. We look forward to hearing you feedback! Wish everyone a prosperous 2025! open.substack.com/pub/alexfe…
448
We're happy to launch the Company Updates series to post info and analysis on the results and actions of our portfolio companies. Hope it'd be helpful to our readers as well. Rome Capital 2024Q3 Company Updates , by @SnowsofNebraska open.substack.com/pub/alexfe…
2
434
Please find our latest research on the UK's leading cake shop chain Cake Box (CBOX.L). It's a bit long, but worth the time with details and my quirky sense of humor. DM me if you want the short/dull-suit-and-tie version. Enjoy! open.substack.com/pub/alexfe…
1
1,874
Rome Capital retweeted
Jam
@Jam_invest
5 Jun 2024
What do you think of the initiatives of @IBKR and @saxobank to STOP access to buy-orders for stocks of cheap profitable, dividend-paying companies?
68% It’s an outrage!
5% Great. Patronize us.
26% Show results
170 votes • Final results
3
6
12
9,304
Please find my write-up on a super attractive spin-off opportunity Gaming Innovation Group. I see a 90-230% upside on it, could be more in the long term. @SnowsofNebraska open.substack.com/pub/alexfe…

1
2
11
4,061
Intelligent investors, here's another Shark Ninja type of event-driven opportunity to take advantage of the US-CN decoupling. I'm thinking about 60% return in a year. Samsonite (1910 HK)- another homecoming queen , by @SnowsofNebraska open.substack.com/pub/alexfe…
1
891
SN released its 23Q3 results earlier today. Quite strong IMO. Upgraded the full year rev, adj. EBITDA, and adj. net income guidance, which is very impressive as most other US consumer companies I follow have downgraded their guidance.
1
1
759
more replies
I expected the stock price to be headed to $50, yet it went south to $40, though recovered most of the losses at the end of the day. It’s beyond me. Love to hear your opinion.
1
1
557
I forgot to mention SN is going to pay a $1.08 special dividend. I was worried that the company would issue equity at some point. From this move, they seem to be quite happy about their cash and debt positions.
1
422
Jeffries just initiated SharkNinja (SN) with a Buy rating and target price of $67! More of sell-side coverage will follow. The GS Global Consumer Conference on Sep 12th will be another catalyst!
3
446
SN's just announced its Q2 results. Extremely strong: sales 22%, adj. EBITDA 40%, adj. net income 40%. FY23 guidance: sales 10-12%, adj. EBITDA 25-31%, adj. net income 20-27%. That's great improvement compared with Q1 and better than peers!
Rome Capital@SnowsofNebraska
18 Aug 2023
Home sweet home: SharkNinja (NYSE: SN), a global household appliance leader, by @SnowsofNebraska open.substack.com/pub/alexfe…
4
1
2
1,127
Yesterday's closing price only implies a 10.9x fwd adj. PE. I see a potential to double!
432
The bad: GAAP net income down by 28%, mainly due to FX losses in other income. I hope they can deliever strong GAAP. And the mgmt repeatedly talked about its new product Ninja Thirsti, of which I'm not a big fan. And I hope they can have slides for the quarterly results.
376
Other good things include: $200m OCF in H1 compared with $-14m last H1. Retailer destocking is over and the guidance doesn't expect dramatic restocking from retailers. More sellsides participated in the call.
311
Home sweet home: SharkNinja (NYSE: SN), a global household appliance leader, by @SnowsofNebraska open.substack.com/pub/alexfe…
2
8
5,088
Rome Capital retweeted
Paul, not a CFA
@Investmentideen
13 Aug 2023
1/ 🧵(Repost) I'm investing in small and micro caps for 5 years now. I wen't into that space after discovering the "multi-bagger discover lifecycle". This framework is for those, who want to find their first micro cap multi-bagger. Framework below ⬇️
6
32
191
81,954
Load more