Kyle Adams
@KyleAdamsStocks
29 | Investing to $1,000,000 in my taxable brokerage | Crazy enough to jump out of planes for fun | not financial advice
$150M raised. $4.15B valuation. And 3.5+ years of the most meaningful work of my life. When I joined @TrustVanta, we were fewer than 200 people trying to build something big. Today, we’re over 1,000 strong and still growing. I’ve had the privilege of helping bring on hundreds…
$OPXS is about to have a monster Q3 with the new orders and the backlog still dropping to just shy of $40M.
22-Jul, -0.28%, 443.45 (started 100, 1/1/2020, +13.5% YTD) Volatile day. Again, 'at the close' dump lowered the index by 0.7%. $BWEN: $6M follow-on order. $OPXS: $10.2M award, for 5 years, $4.3M first-year order. Backlog was $39.2M. It means $OPXS recognized ~$5M revenues in the…
$BKTI will raise their EPS guidance this earnings. With USMCA still in place this year, then they will not be exposed to tariffs. Gross margins will surely come in higher than the 42% they are forecasting. This is from the last earnings - “The company is holding its 2025…
Bought a starter position today in $ACFN. The company focuses on remote monitoring solutions, deriving a significant portion of its income from recurring monitoring service contracts. This creates reliable, predictable cash flows with low customer churn and high margins. In Q1…
Just came across this piece by @nowallaby9822 on Substack which describes the business model of Acorn $ACFN eloquently: normanwallaby.substack.com/p/buy-side-bri…
$TMDX yearly rev current guidance: 585m (midpoint). I believe that is going to be CRUSHED. Q1 = 143.5m (actual) Q2 = 170m (my projection based on inside flights and assuming 4-6% of flights being chartered) Q3 = 150m-160m (based on current run rate + chartered flights + start…
Nice little report by @Atrium_Research below. I’m bullish on $MPTI and $TATT doing well, and currently own both names.
Our team has published a thematic research note on small-caps that are positioned to benefit from the multi-year defence spending cycle. As Canada and its NATO allies prioritize military readiness, this report explores how a surge in defence spending is creating outsized…
$TMDX just posted very very interesting job posting just now on LinkedIn. Clinical Trial Manager. Look at Job description that mention activities that is supposed to be done to manage trial execution. Did we got it Waleed? will find out only on July 30th at 4:05 PM?
$PPIH breaking new highs today at $25.
$PPIH with a blowout quarter. Should be $20+ right now with those numbers and the backlog more than doubling since last year this time.
New filing for $LGCY shows one of the large stakeholders increased their position even more. The price action earlier today was one of the strangest things I’ve ever seen.
So for $LGCY - No press releases No news from any of the colleges No SEC filings Very strange price action today, but could be a really good opportunity to start/raise a position. *not financial advice 😃
$TMDX had a great day at business, did 30 flights in 24 hours. Last 6 days now average at 26. Very strong recovery.
$TMDX Two planes that were inactive till yesterday are back to flying. Last 5 days were relatively stronger.
I’ve seen a few people say $GAMB is a dying business, and AI will disrupt them. The reality is the company has been hiring and growing and currently has a good number of roles still open, which they just posted about on their LinkedIn. The company is one of the cheapest…
$LGCY new highs today. Up nearly 50% YTD and 207% since IPO (Sep 2024). Who knew education could be so fun 🤷♂️
One simple picture shows the thesis of $LGCY. Acquire colleges and grow those colleges by adding new programs and attracting more students. I took the opportunity today to buy a few more shares because I see this company executing. $17M cash, minimal debt, explosive growth…
Bought a little bit more $TMDX today. They will 100% be raising guidance for the year and beating the Q2 number by a substantial margin.
$TMDX Two planes that were inactive till yesterday are back to flying. Last 5 days were relatively stronger.
I’m looking for some new names that don’t trade at absurd valuations. Stocks like $MPTI, $LGCY, $BKTI are appealing because they trade below sector medians, but have solid growth ahead. What are some good names to check out? Bonus points if they are <$500M market cap.
$BOF showing a lot of strength this morning. If they can achieve their goal of positive free cash flow soon, and continue to show explosive growth, then this run should continue. They currently are in $WMT and $COST, which is a big deal for a <30M market cap company.
The $BOF thesis is playing out right now, and I think there is tremendous upside still if they can execute well, and achieve cash flow quickly. They just announced a big expansion with Walmart to be in 3,945 stores for their Brussels Sprouts, and now the New Cinnamon Sweet…