Hi all, received an MF teaser today, any guesses? Looks like a Fintech small-cap from their “Fintech Fortunes” portfolio. Email text below, but TLDR: $650M market cap; in the “security/identity verification” tech space; “made” $105M last year (net? gross?); management estimate $15.8B market opportunity; profitable—88% gross margin; trading @ 6.2x sales; not yet recommended by […]
Microblogs
Recent Author Comments
Posted on March 15, 2021
Posted on February 9, 2021
Thanks Tim. Just trying to brace myself for the impending, swift kick of reality...[...]
Posted on February 9, 2021
I really appreciate the insight. Lots to chew on.[...]
Posted on February 9, 2021
Travis, I fit into the situation you described. MGNI has become approximately 25% of my portfolio due to its massive gains, and I'm not sure what to do here, especially now that MF is teasing 10x... from HERE.I bought in prior to the merger with Telaria[...]
Posted on February 1, 2021
What makes VUZI attractive? Its financials don’t look too hot and it seems like the value has been artificially propped up by sudden interest by the GME-type crowd.[...]
We use cookies on this site to enhance your user experience. By clicking any link on this page you are giving your consent for us to set cookies.
More Info Please note that this is your publicly visible biography - we recommend not including any personal information (phone, email, address, etc.) and ONLY linking to any other pages or profiles you're comfortable sharing with everyone.
Hi folks. Love the responses to this. Is there any chance there's a caveat to their "never before recommended" disclaimer? They did say "the team over at Extreme Opportunities: Fintech Fortunes has -just- recommended"—in my [short] experience "just" in [...]