17 Comments
User's avatar
Walker's avatar

And this is an interesting stock.

Unemployed Value Degen's avatar

I try, I think my filter is getting better. YOu guys have no idea how many companies go into the reject pile. I feel like I should keep track if the rejected names so you guys can see all the work lol

Walker's avatar

IMO You are a machine! I can barely keep up!

Walker's avatar

Now for the $64. If you could only buy 1 stock tomorrow morning,what would it be?

Unemployed Value Degen's avatar

Aha! I'll be recording a video on that today! ABL is at the top of my list.

Walker's avatar

Now to put a spanner in the works. Would you answer the same if I asked which stock would you buy tomorrow that has the potential for the highest returns in the next two months?

Unemployed Value Degen's avatar

Two months is too short a time frame. Even if you get the catalyst correct, buy the rumor, sell the news, or a Trump tweet changes everything. But I have a good feeling about Q4 earnings in 4 months for ABL, if not sooner

Walker's avatar

I like OPEN.

Martin's avatar

This sounds really good. LTM EV/FCF of 2, 60% insider ownership, healthy margins. Do you have some more content (videos/podcasts etc.) where you cover this stock?

Unemployed Value Degen's avatar

No, but it is a good idea. This one keeps catching my eye for positions to add to.

Martin's avatar

This one strikes me as a good candidate for a management interview. The CEO stated a few times that he wants to increase public awareness and people should reach out to him. Ever thought about it?

Unemployed Value Degen's avatar

That is a good idea, I will reach out

Archetype Capital's avatar

If you do, and you get an interview or something. Ask him specifically about share repurchases at discounted prices. Which will unfortunately increase his ownership, but is largely shareholder friendly.

Or try get him to understand the dynamics of share buybacks