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Alight: A Highly Durable Business With Long-Term Potential
A high-quality de SPAC inflecting upwards in terms of growth and profitability; expect multiples to re-rate higher (in line with peers) if management…
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Zippy Capital
CreditRiskMonitor: Play Defense with this Counter Cyclical SaaS Company
Illiquid microcap company with accelerating demand, a new product launch and improved profit margins moving forward; $4/share target (60% upside)
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Zippy Capital
4
Table Trac: My Favorite Idea
Nanocap software company with accelerating revenues (+66% LTM, record backlog), solid tech, terrific unit economics (~70% incremental EBITDA margins…
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Zippy Capital
4
Delta Apparel: Growth At An Unreasonably Cheap Price
While its stock trades at a fraction of market multiples, DLA is well-positioned to sustain double-digit earnings and FCF growth rates for the next 5…
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Zippy Capital
Table Trac: A Nano Cap Software Company At An Inflection Point
Founder-led casino software maker with recurring revenue, low churn and long growth runway
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Zippy Capital
2
Mostly Microcaps
Stock ideas and deep dive write-ups on mostly microcap stocks
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