Eric Jackson, EMJ Capital founder made a great call in mid-June saying it’s the market low. Is the market now ahead of itself? Speaking on CNBC, “Weeks ago we kept hearing ‘It’s short covering,’ and ‘it’s a bear market rally,’ and ‘We haven’t seen capitulation yet.’ If I had a nickel for every time I […]
One of my all time favorite research notes appeared yesterday. Josh Ebben posted a beauty. It’s called, “BWLKF – The best is yet to come, am I right?.” It’s very insightful and entertaining, not easy to do! Like Josh, I’ve made BWLKF my #1 pick on Breakout Investors. Josh gives well deserved credit to Florian […]
A look back… It was 4/1/22, I posted “BWLKF is a clear winner, am I right?”. Stock was trading at $0.55, and I was about as bullish as I could be. I was in the process of making BWLKF a Core Position. Why? Let’s recap. BWLKF has a platform/solution that turns excel spreadsheets used as […]
Here’s a sobering outlook from an interesting guy . . . Meet Keith Rabois, a technology executive and investor. He is a general partner at Founders Fund. He is known for his early-stage startup investments and executive roles at PayPal, LinkedIn, Slide, and Square. “This is exactly what happened in June 2000. The Fed raised […]
Have you driven a Tesla? EV cars are freaking fast. I drove one recently and I see the appeal – they’re super fun. Also super fun is the feeling of finding a company that is transforming from small to large. This company I present is going to be a ‘muscle car’ of a company. This […]
Please join the Breakout Investor community for a Call with Management – Boardwalktech (BWLKF). Tuesday, May 10th, 2022, at 2:30 CDTClick here to Join the Teams Event To submit questions and participate in live discussion join the Breakout Investor Platform (BIP), located at app.breakoutinvestors.com and on our mobile apps. Registration is required. If you wish to ask your question live, […]
April 19: A few thoughts to start the day. . . Aaron Warwick has worked double time to give us a fix on Perma-Fix (PESI). Yesterday on Seeking Alpha he published “For Perma-Fix, The ‘Return To Normal’ Is Beyond Bullish.” Additionally Aaron and Scott Shuda updated the PESI story with a podcast. “The more I […]
April 11: . . NPR’s Marketplace says nearly half of all workers are looking for a new job, and one third of workers are confident enough to quit now knowing they will find something better. Yet one third that do change jobs say the new job didn’t meet their expectations.. . . When you expose […]
Tuesday, April 5: A few thoughts to start the day. . .My favorite title ever of a Breakout Investors research report is from Josh Ebben entitled, “BWLKF is a clear winner, am I right?” Pretty much gets to the point. Boardwalktech Software, with a tiny market cap of $23M, recently won a game changing contract […]
on the heels of this announcement today that follows their land and expand strategy. It is a second application with an existing customer, I got a hunch it is the BBC. The deal itself is small but much more importantly it gives me confidence in management delivering because as recently noted by me on the […]
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