Cool Stock Tweets #3

1. I've looked through hundreds of discarded deSPACs and think Blade Air Mobility $BLDE is one of the most unappreciated and undervalued stocks in the market.

— TheLastBearStanding (@LastBearStandng)
3:56 PM • Apr 1, 2024

3. Because the company has grown revenue ~3x in two years from $67m in 2021 to $225m 2023. Some of this growth has come via acquisition, but the biggest driver is its medical segment, where the company is the largest air transport provider for organ transplants in the country

— TheLastBearStanding (@LastBearStandng)
3:56 PM • Apr 1, 2024

Citizens Bancshares $CZBS is a well-managed bank with a shareholder-friendly and conservative management team. At the recent share price of $50, it is trading for less than six times its current earnings and just ​70% of its adjusted tangible book value. Furthermore, its EPS has… twitter.com/i/web/status/1…

— Alex Bossert (@alexbossert)
11:51 PM • Apr 3, 2024

$IGIC is several turns below the industry, below peers, reourchasing stock, paying dividends, has grown 20% a year organically, and has done it with the cleanest balance sheet, the most conservative investment portfolio, no debt

— Cluseau Investments (@blondesnmoney)
9:49 PM • Apr 3, 2024

$BNED is trading as if it will go bankrupt, but there is a 70-80% chance it will be able to renegotiate with lenders, in which case it is worth 75-200% more as it continues growing it's lucrative college textbooks business ... @24Fox614 is the authority on this one ...

— Sameer (@SameerKAgrawal)
7:27 PM • Apr 2, 2024

New backyard.com look is up! $BYON

— David Orr (@davidorr_31)
7:00 PM • Apr 1, 2024

Lots of compliments about Jamie! Wonder if many are aware he recently became CEO of a publicly traded company (pile of cash) to execute his next vision $LTCH

— Stoic Point Capital Management (@stoic_point)
3:51 PM • Apr 6, 2024

$ODET So much is happening in the Bollore empire. Sale of BOL Logistics provides cash, substantial share repurchases, 4-way split of Vivendi. Odet is the entity closest to the family and trading at a large discount to NAV

— Augustusville (@augustusville)
10:03 PM • Apr 2, 2024

Mines $WOSG - trades at < 6x FCF, 8% organic growth in US luxury watch market plus huge growth runway with 100m p.a deployed at 25%+ ROCE for exp capex into new stores/acquisitions (should get to roughly 15% growth), market realises bucherer fears overblown plus return to growth

— Parthenos Capital (@ParthenosCap)
11:19 AM • Apr 6, 2024

👀

$AMRK

Kuppy reports 6.5% ownership stake. Interesting…

sec.gov/Archives/edgar…

— JC Oviedo (@JCOviedo6)
8:06 PM • Apr 5, 2024

I know of Tinybeans because I am a user. It’s very sticky and spreads via word-of-mouth. The company cannot turn a profit for the life of it but is amazing for families.

Investor docs:

(I hold no stock, but do pay for the app)

— Gergely Orosz (@GergelyOrosz)
7:17 PM • Apr 5, 2024

$YF8 is a family holdco with assets china and elsewhere, 30% of book, has a 7% div, bought back some stock.

$J36 is a family holdco with assets china and elsewhere, 37% of book, 6% div, bought back some stock.

$J36 has, seemingly, way, way, better assets?

— Alex Taussig (@stoked_on_waves)
7:24 PM • Mar 28, 2024

You want a 2024 prediction. Fine, buying Colombia’s leading bank at 5x earnings 14% divi yield, 0.8x book value 17% ROE probably outperforms. $cib

— Ian Bezek (@irbezek)
5:20 PM • Dec 11, 2023