Scratching mouse-sized losing trades, the first goal
Joined June 2021
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11 Aug 2023
Biggest short opportunity, ASX: WTC. Logisitics companies faltering. Have a look, Top 25 Freight Forwarders KN, DHL, DSV etc. All declining volumes. WTC relies on transactional volume to take a clip. Their forward guidance doesn't justify any longer. ~130x PE? Ridiculous market
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11 Aug 2023
Biggest short opportunity, ASX: WTC. Logisitics companies faltering. Have a look, Top 25 Freight Forwarders KN, DHL, DSV etc. All declining volumes. WTC relies on transactional volume to take a clip. Their forward guidance doesn't justify any longer. ~!30x PE? Ridiculous market
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Scratchy retweeted
9 Oct 2021
$PRO strong growth SAAS tech business, currently $14M ARR up 84% on last year. $45M business capitalisation, 3.2x ARR, flying under the radar. Will be the next $100m company in this year.
SAAS tech companies capitalisation look at XRO 25x ARR or WTC 33x ARR
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