Your best stock investments will not be the ones you buy at the lowest price. They will be the ones you believe in so deeply that you stick with them, averaging up as they grow. Trust, patience, and conviction build the greatest returns—both in markets and in life. 🌱📈

It’s not like Mirion just decided to restructure this out of nowhere. If you go through Mirion’s Annual filing for the year ended 2023, you’ll see they already took a ~$6.5M loss on the debt owed by Evome. So this restructuring was probably in the works for a while, or at least somewhat expected on their end.

@Bucketshop_Bill @TrentBlair19 Evome’s team is paid below industry average

Added more to my $KRMD (KORU Medical Systems) position today. 10x volume—worth watching. Enabling large-volume subcutaneous (SC) drug delivery at home—huge market potential. Low-cost, high-recurring revenue model. More thoughts on Substack soon.

🚨 New write-up is live! 💡 Meet Journey Medical $DERM — a small-cap pharma executing a proven playbook: - FDA-approved Emrosi targets a multi-million-dollar rosacea market. - Better clinical data than Oracea, positioned to take market share. - Profitable, no salesforce expansion needed. 📈 Catalyst: Launching in early 2025, with prescription data set to drive revaluation. 💰 Stock still trades like nothing happened. 📍 Read more in the usual place.

@chaotropy Hey, good article on Journey Medical. I run a Substack where I write about fundamental research and plan to cover it soon. Would love to chat—can you DM me?

💡 Priority Technology Holdings $PRTH Update: Stock dropped 16% on the secondary offering. did not dilute existing shareholders, as it involved shares sold by insiders. I’d have preferred equity issuance for debt reduction, especially with the shelf registration. Still, this is better than holders dumping in the open market. My position was sized appropriately, so the drop didn’t hurt much. ✅ 2025 Guidance (Aligned with My Projections): - Revenue Growth: 10–14% YoY (~$966M–$1B), consistent with expectations for scaling B2B payables, embedded finance, and SMB solutions. - Adj. EBITDA Growth: 15–20% YoY, with margins steady at 23.0%–24.0%. While margin expansion is minimal, they’re investing heavily in their Unified Commerce Platform, AP automation solutions, and acquisitions, which I believe are easily funded through strong FCF conversion (~89%). Sustaining margins while executing growth is a win. ⚡ FCF and Debt: If 50% of 2025 FCF (~$100M) is used for debt reduction, leverage should drop to ~3x. Refinancing will likely further reduce costs. 📈 Thesis Intact: CEO still holds significant ownership. The guidance aligns with my projections, and I added to my position. I have previously written about $PRTH on my Substack (link in bio).

@GrumpierBTDay @RTelford_invest Haha!!

RT @joinyellowbrick: Added 41 new pitches to the site, including (pt 1): @wallstengine - analyst d/g: $PLTR; u/g: $CART, $SYM, $MU, $CHWY,…

@paulcerro @antarcticapital For a detailed analysis of $TALK and its competitive position, you can read more here:

Talkspace's $TALK advantage is its deep payor integration, AI-driven efficiencies, and scale, covering 200M lives by 2025. It's embedded in insurance networks and solves the 'last-mile' problem in mental health care. This ecosystem, built on insurer trust, value-based care, and operational scale, isn’t easily replicable. Competitors would need years of investment and execution to match it.

Thank you for the kind words and for subscribing! I’m glad you found the write-up helpful. In 2023, Integral Analytics’ software generated $15 million in revenue, growing by "a few million dollars" year-over-year (I assume to be ballpark ~15%). They’ve had success with cross-selling and have reduced revenue lumpiness by pairing software sales with consulting services from E3. In the near term, I see this as a 15-20% CAGR business.

🚨 New write-up is live! 💡 Meet MIND Technology $MIND — a transformed marine tech company: - Mapping the subsurface beneath the seabed - Powering carbon capture. - Enabling offshore energy. 📈 Riding tailwinds: subsea CapEx boom, energy transition. 💰 Trades at 6.5x EV/EBITDA, peers 3-6x higher. 📍 Read more in the usual place.

@lorenzTINI Yea, they do have lumpiness in orders and delivery timing, which makes projections tricky.

@KyleAdamsStocks Agreed. The backlog and pipeline are compelling, but I still need to do more due diligence. Definitely an interesting name so far!