Cool Stock Tweets #5

$TSSI is rapidly growing, is a near net-net, and is enjoying major data center tailwinds. There is a clear path to 4xing or more over the near future. More importantly, it’s an easy way to benefit from extreme data center supply constraints. Read here:

— Mike (@Mike10947310)
5:46 PM • Apr 16, 2024

$LYTS Very attractive acq of EMI following successful prior M&A blueprint--significant cross-selling op, cost reduction, expands product set which further solidifies dominant national position. Seeing +50% upside to shares from here.

— catechwilliams@yahoo (@catechwilliams)
4:21 PM • Apr 19, 2024

$DAKT. Over the last 3 weeks have won several large upgrades—Colorado, UVa football stadiums. Each $15M projects to boost backlog and revenue >10% in the next quarter, further solidifying dominant market position.

— catechwilliams@yahoo (@catechwilliams)
4:09 PM • Apr 16, 2024

Here's a quick rundown on Alpha Purchase $7115.JP a microcap with double-digit growth and ROCE valued at 10x cash adjusted P/E which I think has an asymmetric R/R profile.

A double from here should be possible and potentially more 🧵 twitter.com/i/web/status/1…

— Made in Japan 🇯🇵 (@InvestInJapan)
11:15 AM • Apr 9, 2024

This event is going to be a big deal for $NFLX

— Blue Duck Capital Partners (@BlueDuckCap)
9:31 PM • Apr 18, 2024

Thomasville $THVB releases a few sentences for 1Q saying:
- Made 25% ROE
- Grew loans
- Grew dividend, which is meant for local shareholders.

I will have to arrive to the annual meeting in turkey hunting attire to disguise myself as a local.

otcmarkets.com/stock/THVB/new…

— Colarion LLC (@colarion)
8:24 PM • Apr 18, 2024

Doubt I will invest in any, but going on an interesting research tangent on nanocap div payers. Looking for profitable US companies, sub $50mm market cap, with 5% or more yield and over 20% insider ownership. Found these three: $AATC, $TAIT, $BABB . Any others out there?

— No Called Strikes Investing (@NCSI_SA)
3:18 PM • Apr 15, 2024

Food for Thought: Mexican Stock Exchange $BOLSAA trading at 12x with 5 pesos cash on the balance sheet, 6% dividend and taking out 2% of shares a year. Question is, price is heading down and I am uneasy holding it. Seems like the cheapest exchange around, not sure what to do

— Cluseau Investments (@blondesnmoney)
7:18 PM • Apr 16, 2024