Jacob Rowe
@Jaro_rogue
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Small/Mid Cap, Value Fund Manager. Not advice, do not rely, past performance is not indicative, my positioning may change without notice. @roguefunds
Raleigh, NC
Joined April 2023
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@9mm_smg
One situation is one of our biggest Allies, if not our biggest ally, and the other isn’t even part of nato. Not saying I agree with the sentiment but the differences in situations are stark.
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Rogue Funds, LLC first official year results are in with unaudited returns of 66.8% net of fees*
Super awesome first year and starting this fund from the ground up has been amazing. Thanks for all the support from my investors!
Our April 2024 Tear Sheet is available...
If you are an interested accredited investor, please fill out our contact form:
For more Fund information, check out our invest page:
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Working on a huge write-up on easily the most exciting position I've ever found. Will release in the coming weeks.
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Generalist managers with sub $50m in AUM and losing money this year continue to say individuals making money are doing it through beta or flow is going into the AI bubble. The lack of personal responsibility has to be a red flag for LPs right?
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$GLO has financing, has a supply line, has US support, Niger Government Support, and will be restarting the development process soon.
Translation: 📈📈📈
#uranium
#uraniumsqueeze
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You guys know where to go to check it out. We’re super excited about this one $ASPI
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If you need a list of catalysts that will continue to push $ASPI up:
-Iceland facility construction
-C-14 Revenue
-Ytterbium-176 Revenue
-HALEU license in South Africa
-HALEU license in UK
-Nickel facility
-Lithium facility
-Zinc prod.
This is just for the next 12 months.
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$HAYPP posted just absolutely knock your socks off earnings and continued execution. Up 7% while 99% of America is asleep. Will continue to climb. Just absolutely awesome and super happy we increased our exposure significantly when the price dropped.
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Twitter: Saying you shouldn’t hold only Niger
#uranium
stocks because of the inherent risk.
Me:
$GLO $GXU
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Anyone following $ASPI shouldn't expect any revenue increases this quarter. Q4 2024 and Q1 2025 is when C-14, Yb-176, and Si-28 begin to register (hopefully they will all be firing in Q4).
This is also when proof of tech working hits the income statement. (Arguably bigger deal)
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New blog post on Moberg Pharma. This thing is one of the most undervalued stocks I've ever seen with a possible 10x upside.
I sourced this idea from
@LeftField_FHRS
so ensure you go check him out. $MOB $MOB.ST
Moberg Pharma is the future of Nail Fungus Cures and they could have a 10x upside from here. $MOB.ST $MOB
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@Geiger_Capital
@gdb
Probably for the best, too much influence from arguably some of the most emotional people on the planet
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I try not to argue with people about my positions too much. There’s gotta be someone on the other side willing to sell me their shares and I appreciate that.
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LARGE $SEZL POST
I like Kyle but this is a slightly simplistic view of $SEZL (no disrespect to him, I’m just very familiar with Sezzle and the space since I wrote about them last July and held a position from $10/s to $90/s+). A ton of Sezzle’s growth the past year has been by
The BNPL market is expected to grow significantly over the next couple of years.
Most people know $AFRM today.
But, I prefer $SEZL. A smaller but fast growing BNPL player.
They are expecting at least $5.00 GAAP EPS with greater than 25% revenue growth for 2024.
Right now, the
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@Will_DeCotiis
@myelessar
I’ve never read the books but I’ve heard Frodo is much more respectable in the books
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$GLO continues to climb (again) after overblown news (again). When this thing starts producing it will be an animal
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🚨New Blog Post 🚨 $MSV.AX
✅ 50% FCF yield
✅ Massive insider ownership
✅ Focusing on a new return to shareholder strategy
✅ 12% Dividend
✅ 10% Share buyback Program
✅ Still Growing Revenue
Checkout the whole post:
Mitchell Services is a Potential 4-Bagger Hidden by a Tax Write-off Scheme
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The funniest part about this $HAYPP drop is that 80%+ of these users will convert to np 😂 the business impact from this is probably close to 0
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If we break $4.50-$5.00 you will probably see a very intense squeeze occur $ASPI
Shorts are feeling it, probably not enough to squeeze but enough for them to begin thinking about covering. There has been a fundamentally positive update in the thesis.
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Just posted it on the website and stack.
Q2 Letter to Investors is now out. Please go check it out on our website or on the blog.
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First year since inception for Rogue Funds ends this month. Just making this message to thank all of the investors that have trusted a 24 year old to manage their money with zero direct industry experience. I wouldn’t be able to do this without them ❤️
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The companies that will benefit the most from the
#uranium
bull market are undervalued preproduction companies $GLO $GXU
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Check out our newest write-up on $ROOT, a rapidly growing auto insurance fintech company with huge upside.
Our most recent addition to the portfolio is $ROOT, a rapidly growing auto insurance fintech company that is inflecting profitable.
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@JosephPolitano
Key point that always gets ignored… how big was that house? Housing size inflation is real and is a huge contributor to housing prices
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Let the
#overfeeding
begin
#uranium
$GLO $SPUT $KAP $CCJ
In the first 4 mths of 2023, 88M lbs of
#uranium
contracting has already surpassed the previous 10 yr avg of 77M lbs, booked over a full year.
Annualizing the first 4 mths of 2023, a contracting amount of 265M lbs would represent the highest contracting figure in two decades+
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Just to clarify
- $GLO risk and $GXU risk are not the same.
- $GLO financing no longer seems like a massive issue.
- The new Junta government has shown no interest in nationalizing $GLO.
I haven’t added more but mainly because I think it’ll keep dropping 😁
#uranium
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My tweet about a write-up will most likely get more attention than the actual write-up tweet itself. 🤣
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This is outside of the norm of my usual posts but I believe it is very very important. I believe it is something I will teach my kids and I have learned myself.
We are in a mental health epidemic and I think we already have clinical scientific proof that can help most
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@ValueStockGeek
The reason moats work, and a lot of people have a hard time understanding this, is that it increases the amount of cash flow the firm produces by increasing the life of the company. I don’t use DCFs but basically it’s the difference between doing a 30 year DCF and an 8 year one
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I was telling my fiancée about how Moberg investors were freaking out about a couple % drop yesterday and I was like “that’s honestly nothing” and she goes “yeah remember Rimini Street”. She gets it. $MOB.ST $RMNI
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Nicotine pouches are blatantly healthier than almost any other form of nicotine intake. Since when was the goal to stop nicotine intake and not stop lung cancer? $HAYPP $MO $BTI
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Risk plummets with $ASPI if this is true. The market is still very hesitant of their proof of tech but if it gets proved (and almost a year ahead of schedule) then there will be a large rerating in the stock.
QE and ASP delivery could hit in Q4 which would be huge.
We had a great 1x1 with ASPI this week. There was a lot of excitement around Ytterbium production sometime this year! Which was originally not expected until mid 2025. Not only would this prove out QE but also opens a massive revenue opportunity for 2025.
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So I am reading into a lot of SMR companies currently, just following the tech. I noticed that a lot of SMR companies have publicly claimed to have MOU's with centrus ( $LEU) for their needed nuclear fuel, HALEU. Either they (SMR companies) are lying about their production
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As predicted, the actual write-up was not as hyped as the tweet about the write-up. Who would’ve guessed that Twitter users only like short form 🤣
Working on a huge write-up on easily the most exciting position I've ever found. Will release in the coming weeks.
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What Just Happened with Rimini Street $RMNI *Long Post*
Court case #: 2:14-cv-01699-MMD-DJA.
Negative Impacts: I'll address the bad news first...
Summary: This decision goes against the 2018 vague decision and causes vast overreach by $ORCL in what is considered their IP. I view
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Also if you have a
@SumZero
account I’d love if you could go rate this post:
You guys know where to go to check it out. We’re super excited about this one $ASPI
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Our $ASPI article is on pace to easily be our most viewed post, by a large margin.
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$msv.ax trading at 30% FCF yield and I expect major share buybacks this year.
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I wrote up $SEZL when it was $SZL. Easily my least liked posts 🤣 was tweeting like crazy when it went back to $45 after incredible Q1 results.. again no likes. The market isn’t a popularity contest.
Hat tip to our amazing members - some of the best stock pickers on the planet.
Here are some of the top performing companies profiled since 2023.
+474% $SEZL by
@templargin
+243% $MPTI by googie
+214% $SLYG.F by
@pbcinc
+205% $ZENV by
@ClarkSquareCap
+195% $ALAR by
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Key for $GLO … not all political risk is equal to uranium political risk. Emotional news makes great opportunities.
#uranium
#globalatomic
$KAP $CCJ $UUU
The event in the Niger earlier today is not impacting the advancement of the Dasa Project. We have been in touch with our teams both in the capital and at the Dasa Project site, who report that all is calm and it is business as usual. $GLO $GLATF
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I get no revenue from the blog, might’ve confused me with
@LeftField_FHRS
who’s another great follow
@Jaro_rogue
$MOB.ST
Who says Fintwit favorites can't work? This stock launched one investor's blog to $100k+ ARR and has given
@Jaro_rogue
>60% returns in less than 4 months
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Will be releasing the Q1 letter tomorrow.
Unaudited Net Returns since Inception (May, 2023) are 60.2%.*
Our March 2024 Tear Sheet is Available...
If you are an interested investor, please fill out our contact form:
For more Fund information, check out our invest page:
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@profplum99
India is most likely next up to bat. Demographics are great, economic growth is solid, slowly developing a very developed society, strong work ethic, large sense of nationalism. Seems unlikely to be China.
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Investors sometimes can't grasp the concept that a company is more than numbers on a piece of paper (which also matter) and that's why they get burnt so easily or get stuck in a value trap.
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Q1 Letter has been released.
We have released the Q1 2024 Letter to Investors.
This is only an Excerpt.
To view the whole letter and its disclaimer continue to our Invest page:
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One year since inception was yesterday. Absolutely awesome year.
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Whatever you've heard on the news, the situation in Asheville is worse and bodies are still on the sides of roads and many people without access to water. If you want a cause to donate to, highly suggest donating to the NC relief fund:
#helene2024
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$msv.ax had a rough Q4 due to normalization from standout prior quarters but look how great the operating cash flow is doing for the year. Also as expected earnings increased as both interest from debt and depreciation plummet. This should catch the markets attention along with
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$GLO already working its way back up. Almost like the media consistently blows stuff out of proportion when it doesn’t understand it.
#uranium
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I haven’t read the $MOB.ST earnings report. I’ll get to it sometime today but this is a long term hold at the very beginning stages and the emotional roller coasters you guys put yourselves on is self deprecating.
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“Our biggest mistakes are mistakes of omission not commission ~Warren Buffett” ~Cipher management discussing Moberg in 5 years probably $CPH.TO $MOB.ST
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Sorry for the late post, I’ve been traveling all day.
Our July 2024 Tear Sheet is Available...
If you are an interested investor, please fill out our contact form:
For more Fund information, check out our invest page:
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@Iron_Mick777
Long post:
I've learned a few things that I guess I wasn't expecting.
1. Running a fund isn't exactly like retail especially a fund that is scaling relatively rapidly as a % of AUM. Also, in terms of risk management it is different because there is only a certain amount of
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I prefer morning earnings releases. Just rip the bandaid off so I can watch the market murder my stocks in real time not in some illiquid post market
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$ACHV is one of the wildest opportunities out there. It’s better than fungus drugs at these levels
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@agnostoxxx
“Start-ups are efficient” then proceeds to show chart about S&P 500 companies being efficient.
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@bishopx2k
@idk_600z
@thesharklife_
@GlobeEyeNews
1.1 million viet kong/north Vietnamese fighters died vs 200k southern vietnamese fighters and 58k US troops. Not even sure if the US lost an actual battle in Vietnam
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When you find a great company with a great price then you go through the classic "well it's already up 30% this month should I just wait until it slows down or FOMO it"
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Iran seeing Israel get around Russian Air Defense systems
🚨 BREAKING: Israel struck Russia's Hmeimim Air Base on the coast of west Syria near Jableh.
Both Syrian and Russian air defenses were active but failed to intercept the strikes.
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As of January 2024, Rogue Funds, LLC is 53% YTD... Not a bad start!
Our January 2024 Tear Sheet is Available...
If you are an interested investor, please fill out our contact form:
For more information, check out our invest page:
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I grew up going to Sam’s club because it was the only warehouse retailer in an hour radius. I now go to Costco (past 2 years) because it’s closer to my house. They’re the exact same thing. The prices are insanely similar as well. $COST $WMT
Here is Sam's Club. It really blows my mind that they have nearly the same number of members as Costco.
My take is that membership warehouse retailers are going to be an insanely competitive business long term. These two competitors of Costco have a lot of room to improve, yet
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This is a must read for $MOB.ST shareholders. It gives insight into how insurers will act
(1/6) $mob.st CEO has said in a recent interview that she does not expect Jublia Generics to enter the market any time soon.
There are indeed several issues surrounding the approval of generic versions of Jublia, primarily related to patent protections and legal disputes.
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$ROOT down 20% with results exactly has predicted. Alex almost verbatim told the market this is what results were gonna be in May/June. 😂 yeah we’ll be buying more
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Also this was a joke I don’t have an alert going off, my portfolio is full of companies with no liquidity. So they’ll limit down at 9:30am like God intended
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This climb is insane. Companies that are about to start producing at low cost will benefit immensely ( first to come to mind is $GLO and $GXU)
#uranium
#uraniumsqueeze
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$SZL (soon to be $SEZL) contributed $6m in FCF this QUARTER, along with double digit sales growth, a decline in costs, and a CEO with 45% interest. Market Cap is trading at $60m. Start trading on NASDAQ this week. This is a no brainer.
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Chevron ruling means that moisture pouches are coming to an American near you $HAYPP
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$ASPI is very hard to understand for a lot of people. This is your safe space to ask questions
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Absolute must read for anyone who thinks that this level of capex can continue for tech companies.
Big tech has a cash flow problem, and it could provide the pin that pops today’s stock market mania.
The MAG-4 hyperscalers including $GOOG, $AMZN, $META and $AMZN are pouring a record $200B annually into data center infrastructure, primarily $NVDA GPUs for the AI Arms race.
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It’s Official! An absolute machine $SEZL
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