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Bullboard Post History

by TallerCraig


V.IQ

A Post-Mortem - Chasing the Re-Rate on ARR Multiples…

On the two-year anniversary of the biggest bubble in small cap tech since...

February 8, 2023

V.ROI

A Post-Mortem - Chasing the Re-Rate on ARR Multiples…

On the two-year anniversary of the biggest bubble in small cap tech since...

February 8, 2023

V.MTLO

A Post-Mortem - Chasing the Re-Rate on ARR Multiples…

On the two-year anniversary of the biggest bubble in small cap tech since...

February 8, 2023

V.ZOMD

BOMBED OUT - The Q4 AdTech Earnings Preview…

This is a tough one to write but I want to get some words down because I...

January 26, 2023

V.YOO

BOMBED OUT - The Q4 AdTech Earnings Preview…

This is a tough one to write but I want to get some words down because I...

January 26, 2023

V.SBIO

BOMBED OUT - The Q4 AdTech Earnings Preview…

This is a tough one to write but I want to get some words down because I...

January 26, 2023

V.KIDZ

BOMBED OUT - The Q4 AdTech Earnings Preview…

This is a tough one to write but I want to get some words down because I...

January 26, 2023

T.ADCO

BOMBED OUT - The Q4 AdTech Earnings Preview…

This is a tough one to write but I want to get some words down because I...

January 26, 2023

T.ILLM

BOMBED OUT - The Q4 AdTech Earnings Preview…

This is a tough one to write but I want to get some words down because I...

January 26, 2023

T.STC

5 Top Picks for 2023 – The Billion Dollar Takeout…

Talked about many a name on a fundamental basis but I think this one is a...

January 13, 2023

T.CTS

5 Top Picks for 2023 – The Billion Dollar Takeout…

Talked about many a name on a fundamental basis but I think this one is a...

January 13, 2023

V.SBIO

5 Top Picks for 2023 –The Preeminent TSXV Growth Story…

Time to go digging through the rubble of the AdTech trade. The darling trade...

January 12, 2023

T.SPG

5 Top Picks for 2023 – A Levered Turnaround Story...

Forgot to hit post on a couple of these so I will just fly through this one. ...

January 11, 2023

V.PHA

5 Top Picks for 2023 – 350% Upside Scenario to Fair Value...

What a year… I, like many other have been unequivocally and entirely...

December 23, 2022

V.ZDC

Recurring Revenue, How I love Thee – Two Lovers of Mine…

Recurring revenue, the holy grail. That sweet sweet predictable income stream...

June 24, 2022

V.IQ

Recurring Revenue, How I love Thee – Two Lovers of Mine…

Recurring revenue, the holy grail. That sweet sweet predictable income stream...

June 24, 2022

V.PHA

Murphy’s Law in Stocks - Trading <2x EBITDA…

I had a long hard look in the mirror this morning, a big cup of coffee looked...

June 24, 2022

T.ADCO

My ALL IN Bet on the CDN AdTech Sector – 4 Must Own Names…

Alright that’s it I am ALL IN. This is the single best set-up I have seen the...

June 24, 2022

V.SBIO

My ALL IN Bet on the CDN AdTech Sector – 4 Must Own Names…

Alright that’s it I am ALL IN. This is the single best set-up I have seen the...

June 24, 2022

V.KIDZ

My ALL IN Bet on the CDN AdTech Sector – 4 Must Own Names…

Alright that’s it I am ALL IN. This is the single best set-up I have seen the...

June 24, 2022

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