Imperium
@Imperium1136
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Generalist/open to new ideas and feedback. Not investment advice - DO YOUR OWN DUE DILIGENCE
Joined September 2020
@DaveCrt @rasvob1 @ReturnsJourney There are many reasons for why growth was weak (longer sale cycle, lower customer budgets) and why Scite had a bad Q1 growth (college students). At the end I wasn't comfortable saying the longer sales cycle and weaker customer budgets were going to correct quickly.
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@DaveCrt @rasvob1 @ReturnsJourney Their document delivery should remain steady (low margin) and their SaaS should increase (high margin) while keeping OP EX steady so yes I would agree directionaly. My issue was I had to be really confident in 20%+ growth for several years, with the weak Q1 I wasn't
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@SimplicitasOpes That could be, I would be more comfortable with that if I could talk to management. However, when I tried to reach out they never responded. I need to try again here.
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@Mike10947310 It does look like there will be more data centers built and I think there is still an energy issue for them which would be bullish $TGEN if they can land DC contracts. However, I also think you will not get the same multiple as before, so entry valuations matter more
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@DaveCrt @rasvob1 @ReturnsJourney My understanding was they thought they could mostly keep operating expenses flat as they added more SaaS customers. So growing top line, constant expense, increasing bottom line
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RT @stocktalkweekly: I am aggressive when there is visibility, and I am cautious when there are unknowns. Most of the capital that fuels t…
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@DaveCrt @rasvob1 @ReturnsJourney It looks interesting, but their last Q's growth was lower than I expected and they have been pretty dependent on Scite for their growth recently. Currently keeping an eye on it. If you have more questions about it I'm happy to talk more. Not sure what you are interested in.
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RT @dylan522p: Deepseek V3 and R1 discourse boils down to this. Shifting the curve means you build more and scale more dummies https://t.co…
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RT @_fabknowledge_: I love this shit. Last month we were talking about scaling laws and the models not improving enough, and therefor the R…
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@LogicalThesis @justfisch2 Is it possible the OI is as of end of day? That is how I have thought about when looking at it on charles schwab, but I'm not sure.
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RT @Mike10947310: Like I said, if $TGEN can get a data center win, marginal news like this is just going to keep coming, and they will have…
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RT @Mike10947310: $TGEN thesis for those who don't follow the forbidden site; think it is a 4x+ over next 5 years. ~$55m EV (minimal debt…
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Nice to see more people are looking at $TGEN. Let's see if they can execute this quarter and secure a data center win. I enjoyed the article and there were some new things in it I missed before. Always helps to have new eyes on an idea.
Shared my post on $TGEN, and will be sharing it on here once I put it into thread format. See my profile for link to blog. Exciting company and very “cool” product! Note: I was initially going to share another company, but this thesis seemed more pressing with ADV growing this week. Will share thoughts on the other name in the future.
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RT @Mike10947310: Shared my post on $TGEN, and will be sharing it on here once I put it into thread format. See my profile for link to blog…
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@sidecarcap $SNEX They have been incredibly stable for 10+ years and I can't see a good reason why that will change in the next 10.
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