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mac003_c's profile picture. Securities Analyst. not investment advice

Falling Knife Cap

@mac003_c

Securities Analyst. not investment advice

201Posts 2KFollowers 4KFollowing
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Falling Knife Cap reposted
Sophonatlas's profile picture.
Sophon Microcap Atlas
 @Sophonatlas
Aug 20

We created a new research platform with the goal of covering 150+ investable, sub-$500M market cap companies globally. Re-tweet this post and we’ll give you 6 months free trial to our service

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mac003_c's profile picture.
Falling Knife Cap
@mac003_c
Aug 1

$mfi soon to be the asian $glxy ?

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mac003_c's profile picture.
Falling Knife Cap
@mac003_c
May 19

$arvn off cycle grant, while a bit sleazy, seems like a big bullish tell on upcoming data and Vepdeg recut of a deal... @AndrewRangeley @1MainCapital @given2tweet

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Falling Knife Cap
@mac003_c
Aug 9, 2024

anybody have conviction on $real consignment rev growth either way? if consignment revenue growth decelerates then you just have a breakeven business with 400M in debt, and prob can't cut their way to prosperity, and there would still be value in a sale but who knows how much.…

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Falling Knife Cap
@mac003_c
Mar 26, 2024

seems like $ZVIA should be forced to do some type of strategic merger or distribution deal, as its either that or keep struggling and burning capital. If they did a strategic deal would think stock would go up a lot - but hard to bet on losing team to make a good move.

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