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Bullboard Post History

by TallerCraig


V.SPN

Q2 Recap – Backlog Exploding Higher w Blowout Q3 in the Pipe

What can I say, they absolutely crushed it in Q2. I feel like I have to...

August 29, 2021

V.MTLO

The Two Best ARR models Hidden Within on the TSXV…

It is a cold dark place, home to broken dreams, promises and tax losses. Its...

August 12, 2021

V.ROI

The Two Best ARR models Hidden Within on the TSXV…

It is a cold dark place, home to broken dreams, promises and tax losses. Its...

August 12, 2021

V.SPN

Being Picky in AdTech -- Look for Profitable Hyper Growth…

This is the best setup I have seen in some of these AdTech names in a long...

August 11, 2021

V.ZOMD

Being Picky in AdTech -- Look for Profitable Hyper Growth…

This is the best setup I have seen in some of these AdTech names in a long...

August 11, 2021

V.KIDZ

Being Picky in AdTech -- Look for Profitable Hyper Growth…

This is the best setup I have seen in some of these AdTech names in a long...

August 11, 2021

V.PHA

Q3 Preview: 200%+ Rev Growth w Cont'd Billable Hrs Growth...

This has quickly become one of my largest positions as this COVID pandemic...

August 11, 2021

V.RW

Accelerating Rev Growth & Secular Shift Taking Valuations UP

This is hands down my favourite way the play the boom in housing, especially...

February 25, 2021

V.DSY

Timing the Inflection Point in Growth – Loaded Up into Q2…

I don’t write down my thoughts much, but I think this is the best opportunity...

February 24, 2021

V.UI

SaaS Growth w/o Breaking the Bank on Customer Acquisition…

With the NASDAQ ripping higher valuing these new growth businesses on metrics...

September 15, 2020

V.RW

SaaS Growth w/o Breaking the Bank on Customer Acquisition…

With the NASDAQ ripping higher valuing these new growth businesses on metrics...

September 15, 2020

V.BEW

SaaS Growth w/o Breaking the Bank on Customer Acquisition...

With the NASDAQ ripping higher valuing these new growth businesses on metrics...

September 15, 2020

V.AEP

The Post Covid Real Estate/Tech Playbook - 4 Names to Buy...

I really want to hit on this and present a couple of ideas here because this...

June 18, 2020

V.VXTR

The Post Covid Real Estate/Tech Playbook - 4 Names to Buy...

I really want to hit on this and present a couple of ideas here because this...

June 18, 2020

V.RW

The Post Covid Real Estate/Tech Playbook - 4 Names to Buy...

I really want to hit on this and present a couple of ideas here because this...

June 18, 2020

V.UI

The Post Covid Real Estate/Tech Playbook – 4 Names to Buy…

I really want to hit on this and present a couple of ideas here because this...

June 18, 2020

T.DRX

Q4 Preview – 50% Inc in Backlog & EPS Positive @ 0.30x BV

Highest conviction idea right here, earnings out tomorrow, today is your last...

April 8, 2020

C.URL

RE:Revising Down Growth & Valuation on Domain Weakness…

For those keeping score at home added back my overweight position today at 0...

February 27, 2020

V.QIPT

RE:Q1 news

Looks Good!!! - EBITDA margin continues to expand and adj Free Cahflow...

February 26, 2020

V.QIPT

Q1 Estimate - $22.2M Revenue w $4.1M EBITDA

Add in partial Cooley & Acadia acqusition and throw a futher point or two...

February 26, 2020

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