Value Degen’s Substack

Value Degen’s Substack

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Value Degen’s Substack
Value Degen’s Substack
Paywalled “Ten Bagger or Bust” with 37% market share and secular tailwinds

Paywalled “Ten Bagger or Bust” with 37% market share and secular tailwinds

This might just be my best idea right now

Unemployed Value Degen's avatar
Unemployed Value Degen
Jul 04, 2024
∙ Paid
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Value Degen’s Substack
Value Degen’s Substack
Paywalled “Ten Bagger or Bust” with 37% market share and secular tailwinds
35
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Welcome to my weekly paywalled article where I share my best ideas. I do believe that free samples are one of the best things about capitalism, and I am currently giving four free ideas for every one that is paywalled. But this idea is good, maybe one of my best, so if that isn’t worth $5 a month, I don’t know what is.

Researching this company was quite a thrill, as a few quarters ago on an earnings call during the Q&A session, one of the last in the queue was Leon Cooperman.  I got goosebumps listening to the old man grill management on the current situation.  I hope that when I am 81 years of age, I am still managing my own money, and I am still giving management hell.

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