Sam McColgan @sammccolgan Twitter profile | Pikagi

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Sam McColgan

@sammccolgan

1,756

Followers

198

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98

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649

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Analyst @ Breakout Investors (small/micro focus); MBA candidate at Stanford GSB; Not financial advice.

Stanford, CA

https://t.co/LNs4Ktr4aI

Joined January 2022

Don't wanna be here? Send us removal request.

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@sammccolgan

Sam McColgan

23 days

I've added a 5th M to my investing criteria: Multi-bagger potential. Monopoly and Management are about the qualitative aspects of why the company will continue to out-perform; its runway; its edge; its team and so on. Momentum in price and fundamentals and about looking back

@sammccolgan

Sam McColgan

1 month

My four M investment criteria: Momentum in price and fundamentals, Monopoly (or best in class), Margin of safety, and great Management. How can you apply these to your investing:

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@sammccolgan

Sam McColgan

2 months

Since I hosted an investor call between $CXDO and the @BreakoutInvestr community last week, the stock has broken out and is up 25%. I wanted to use this post to go into why I believe it's still got much further to go in the medium term. I'll discuss: 1) Why I consider fair value

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@sammccolgan

Sam McColgan

25 days

I'm going to have much less time over the next 2 years to research new microcaps, so I've focussed my portfolio on high quality companies that should perform well over a long time horizon. For me, the following companies make the cut: $CREX $CXDO $GEODF $ITMSF $KRKNF $LCFY $NXGL

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@sammccolgan

Sam McColgan

2 months

Together $CXDO $CREX and $ULBI make up 63% of my portfolio. You'll be surprised at how easy I sleep despite high concentration. Below I let Charlie Munger explain why with 6 quotes:

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@sammccolgan

Sam McColgan

2 months

$CXDO increased their growth projections so quietly I didn't even notice this change in their May investor deck. Previously, Software Solutions (SS) segment was quoted as growing 19% a year, changed now to 25%. I posted my DCF analysis for the company in a recent Seeking Alpha

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@sammccolgan

Sam McColgan

14 days

Very good news from @Intermap ( $ITMSF / $IMP.TO ) today. Their insurance-focused business is thriving. It's nice to see the investment continuing to de-risk while we wait for the Indonesia funding to come through for the mega-returns.

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Intermap Announces Strategic Partnership with Aon

Global impact forecasting partnership enhances underwriting, risk management and portfolio modeling...

www.globenewswire.com

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@sammccolgan

Sam McColgan

30 days

Some brief updates and a technical check-in for my portfolio - including: $CXDO $CREX $NXGL $ITMSF $VISL $ULBI $LCFY $GEODF $KRKNF

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@sammccolgan

Sam McColgan

2 months

I just published my Nexgel $NXGL research report. Cheap, profitable, and growing fast—it's a powerful combination. It's astounding how many immense opportunities NXGL has on top of its current growth trajectory. They also have a monopoly in their niche and partnerships with some

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@sammccolgan

Sam McColgan

14 days

It may be the perfect time to invest in Snipp Interactive @SnippInc ( $SNIPF / $SPN.V ). I'm not just saying that - I bought more today. In this 🧵, I'll explain why. High-level brief: 1) Market cap $24m 2) $5m in cash and debt-free 3) Revenue $9.4m in H1, will jump in H2 based

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@sammccolgan

Sam McColgan

1 month

Want to know what "Wall Street's best-kept secret" is? According to an analyst on the Q2 call today - it's $CXDO. I agree. They killed it this quarter and show no signs of slowing down. Read on to find out why the results and commentary were so good:

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@sammccolgan

Sam McColgan

1 month

I've reached 1000 followers after less than a month of beginning to use X! 😲 I'm really grateful to everyone who's been engaging with or even sharing my posts. Let's keep finding and researching great companies together, and sharing investing wisdom too 😁 thanks all!

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@sammccolgan

Sam McColgan

13 days

I loved being on this show with @BobbyKKraft from @PlanetMicroCap . I've been following Planet Microcap for almost as long as I've been investing. It's helped me refine my investing technique and find some great companies. Bobby is also a great host and a lot of fun to chat with.

@BobbyKKraft

Bobby Kraft

13 days

[NEW PODCAST] Momentum, Margin of Safety, Management, Monopoly with Sam McColgan, Analyst at Breakout Investors #MicroCap #Investing #Education @sammccolgan YouTube: Apple: Spotify: Substack:

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@sammccolgan

Sam McColgan

2 months

Despite joining Twitter in 2022, I barely used it until recently. I liked the way @KyleAdamsStocks was using the platform (spreading awareness of great stocks, sharing news, getting feedback on ideas and having conversations) and I thought I'd get involved. In less than 24 hours,

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@sammccolgan

Sam McColgan

1 month

My four M investment criteria: Momentum in price and fundamentals, Monopoly (or best in class), Margin of safety, and great Management. How can you apply these to your investing:

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@sammccolgan

Sam McColgan

11 days

I often hear people on X using the quote "be greedy when others are fearful" to justify buying stocks just because they are X% down for the year. This isn't a good shortcut. Sometimes the business was originally overpriced. Sometimes it has lost future earnings power because of

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@sammccolgan

Sam McColgan

27 days

$NXGL had their Q2 earnings release and call today. I came away very bullish. Read on to understand my six big observations. 1) Great Q2 results despite one-time expansion 2) Silly George growth is huge so far 3) Histasolv launched (STADA partnership) 4) Cintas distribution of

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@sammccolgan

Sam McColgan

15 days

Congrats to Mathieu from @Stocks_Stones for a 10 bagger. I invested 2 weeks ago and am up a healthy 31%. Mathieu was the 3rd person to recommend $PNG.V / $KRKNF to me, the other two being @PipelineDataLLC and @cforte . When 3 people I respect independently align on a company (for

@Stocks_Stones

Stocks & Stones

15 days

Today, Kraken Robotics $PNG.V officially became my third ten-bagger since I started investing in 2014 and the second ten-bagger in the Rivemont MicroCap Fund. The fund started buying shares at $0.165 in 2018 when the market cap was only $17 million, and revenues were $3.5

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@sammccolgan

Sam McColgan

2 months

The market has had a tough couple of days. Anyone who just bought into any three of my favourite names $ULBI $CREX and $CXDO may be disappointed they didn't wait to buy the dip instead. I can understand. That said, I want to put the charts in their contexts and re-state what I

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@sammccolgan

Sam McColgan

27 days

I've followed @BobbyKKraft and @PlanetMicroCap as long as I've been investing in microcaps. I discovered one of my favourite picks, $CREX, on his show, and learn a lot from his podcasts. Today I had the pleasure of being on his show. Watch out for the video to come.

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@sammccolgan

Sam McColgan

2 months

$ULBI results are out. It was another solid quarter. Well done to the management team. The company beat analysts' expectations on all accounts (which shouldn't be a surprise—the expectations are way too low). Revenue - $43m (analyst had $42m) Gross profit - $11.6m (analyst had

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@sammccolgan

Sam McColgan

2 months

$CREX will go 56 locations deployed in Q1 to 140 locations in Q2 for bowling. This would bump up hardware sales run-rate an additional $2.3m in Q2. They hit $4.1m in Q1. I'd guess they're on track for at least $7m hardware in Q2. That would put total revenue on at least $14.7m, a

@KyleAdamsStocks

Kyle Adams

@KyleAdamsStocks

2 months

$CREX good seeing this news today. It looks like the Strike 10 Bowling project has been progressing well now with over 200+ deployments installed. This opportunity alone is worth $40M in total revenue and over $1M in recurring SaaS revenue.

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@sammccolgan

Sam McColgan

2 months

I love to find diamonds in the rough that noone is talking about. What's your favourite under followed and under covered company?

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@sammccolgan

Sam McColgan

22 days

I lost plenty of money in my first year investing. But my hit rate has improved substantially since I've become zealous about reducing my downside risk. These are the companies I've released research on since June: $CXDO - since June 27th - up 65% $VISL - since July 16th - up

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@sammccolgan

Sam McColgan

2 months

Last week I made Intermap Technologies $ITMSF $IMP.TO a ~10% position in my portfolio. It's nice to see it 17% up already, but it has a long way to go. The short story is that @FBuschek (fellow @BreakoutInvestr ) dug deep and found proof of a contract that other investors don't

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@sammccolgan

Sam McColgan

1 month

I'm removing the paywall on my Nexgel $NXGL research report. Feel free to check it out - I'd love to hear your thoughts!

@sammccolgan

Sam McColgan

2 months

I just published my Nexgel $NXGL research report. Cheap, profitable, and growing fast—it's a powerful combination. It's astounding how many immense opportunities NXGL has on top of its current growth trajectory. They also have a monopoly in their niche and partnerships with some

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@sammccolgan

Sam McColgan

2 months

Below is a list of your favourite underfollowed companies, and what I plan to do with them. Made my 'to research list': $CNO.V - @2t_investing - I should look into this one more. It's already discussed at the @BreakoutInvestr community, but I haven't had a close look yet.

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@sammccolgan

Sam McColgan

10 days

For someone with a whopping 33 stocks in their portfolio, @HimmyJTheGoat 's returns are incredible. Check him out if you like microcaps.

@HimmyJTheGoat

Himmy Junior

10 days

I noticed that I have gained quite a number of new followers in a relatively short period of time. It has surprised me but I am much thankful for it 🙏. For this reason I would like to re-share my strategy for growing my wealth and how I manage my book. My entire net worth lies

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@sammccolgan

Sam McColgan

27 days

$CREX and $VISL both reported Q2 results today and sold off in the first hour of trading. I believe the market is being irrational here - perhaps driven by people trying to play the earnings. Creative Realities grew 45% year over year, improved margins, and paid down a nice

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@sammccolgan

Sam McColgan

10 days

@thexcapitalist This is practically all I invest in. List of my favourites below:

@sammccolgan

Sam McColgan

25 days

I'm going to have much less time over the next 2 years to research new microcaps, so I've focussed my portfolio on high quality companies that should perform well over a long time horizon. For me, the following companies make the cut: $CREX $CXDO $GEODF $ITMSF $KRKNF $LCFY $NXGL

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@sammccolgan

Sam McColgan

22 days

Kyle has an excellent nose. He finds more attractive names than I have the capacity to research properly, but many of them do very well in a relatively quick timeframe. It's impressive. Definitely worth a follow.

@KyleAdamsStocks

Kyle Adams

@KyleAdamsStocks

22 days

Some of my recent buys have been on 🔥 $BKTI - over 50% up past weeks $LWAY - quick 40% swing trade after earnings $ASPN - over 50% up in past weeks $CXDO - over 50% up since June I’ve had a few losers as well though, and have sold out of them like $ML and $SOWG . The game

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@sammccolgan

Sam McColgan

21 days

Tomorrow is my last day in Japan for a while. I'll miss the people, food, culture, history, landscape, hot springs, convenience, weather (except the summers which are far too hot), and more. This is the view not too far from where I live. Yes, that is an active volcano.

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@sammccolgan

Sam McColgan

2 months

$ULBI is up 35% since I initiated a position around 3 months ago. It's my joint-largest position, and I believe it will continue to outperform. Read on to see an: 1) Overview 2) Forecast & Valuation 3) Comments on the recent investor call 4) Technical analysis

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@sammccolgan

Sam McColgan

20 days

This presentation is not what you'd expect. Instead of a deep dive on each individual skill stock pickers need, @iancassel tells fascinating stories about martial arts (particularly Brazilian jiu-jitsu) and fighters (a great listen for any Chuck Norris fans out there)! More

@iancassel

Ian Cassel

22 days

Here is my presentation, The Skills of Stock Picking, from the Summit. Hope you enjoy it.

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@sammccolgan

Sam McColgan

2 months

$CREX hits new highs! It's up 59% since I initiated coverage in February this year at $3.13. Want to see how much room it has to go? Read on to see: 1) An introduction 2) My fair value 3) Recent news that says bullish things for Q2 4) Technical analysis

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@sammccolgan

Sam McColgan

1 month

Creative Realities $CREX is entering the LATAM market. Brilliant news. The writing was already on the wall with the hire of Julian Arcila three weeks ago. This follows an announcement that $CREX is entering EMEA too. It seems international is likely to

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@sammccolgan

Sam McColgan

2 months

$VISL is up 33% since my Research Report earlier this week, despite the last two days being tough for micro caps. I gave @BreakoutInvestr members a two day sneak preview on the stock. First access to quality research gives us an edge, enabling us to get in 'Ahead of the Curve'.

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@sammccolgan

Sam McColgan

17 days

Made it to the US. 🇺🇸 Will get back to investing content next week.

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@sammccolgan

Sam McColgan

1 month

Four years ago, I was accepted at @StanfordGSB . Finally, two babies, a career change, and a prolonged struggle with my health later, I'm thrilled to finally be moving to the US in two weeks to start my studies. A new adventure awaits.🛫🇺🇸🎓

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@sammccolgan

Sam McColgan

2 months

I'm running a Q&A session between the $VISL CEO and the @BreakoutInvestr community next Thursday. If you'd like to join the live session, check out our community. It's free (elite tier optional), and you'll get to discuss and collaborate on investment ideas nearing inflection.

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@sammccolgan

Sam McColgan

2 months

It's well worth reading this interaction between @KyleAdamsStocks @LogicalThesis @Roadto_million if you're interested in, but don't closely follow, $NXGL $ULBI or $VISL

@KyleAdamsStocks

Kyle Adams

@KyleAdamsStocks

2 months

@LogicalThesis $ULBI $CREX $NXGL $CXDO $VISL

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@sammccolgan

Sam McColgan

26 days

4 of my 10 stocks are ripping at the moment. Let's take a brief look at their situation & charts.

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@sammccolgan

Sam McColgan

1 month

If you're not already invested in $CXDO, this is one reason you should be. $MSFT, a huge competitor for Crexendo, is ending support for their MetaSwitch Max UCaaS platform. This is an enormous opportunity for CXDO, who are already killing it.

@netsapiens

NetSapiens a Crexendo Company

1 month

🔔 MetaSwitch Max UC Users! Max UC is going EOL, risking security & downtime. Switch to Crexendo's NetSapiens, the fastest-growing UCaaS platform with unmatched features & pricing. Download Migration guide: #MetaSwitch #EndOfLife #UCaaS #ChooseCrexendo

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@sammccolgan

Sam McColgan

2 months

$LMND officially wins the most followed underfollowed name, with 3 recommendations 😂

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@sammccolgan

Sam McColgan

1 month

$CXDO management Q&A now live. Check it out below 👇

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Breakout Investors Call With Management - Crexendo (CXDO) - 8.7.24

www.youtube.com

@sammccolgan

Sam McColgan

1 month

I hosted a Q&A session between $CXDO and @BreakoutInvestr today. I really enjoyed it, Doug (COO & President) and Ron (CFO) are interesting speakers and provided a lot of useful context for investors. We spoke about everything from how the competition landscape is changing, to

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@sammccolgan

Sam McColgan

2 months

Nice to see two of my holdings $ITMSF and $CXDO talked about on @PipelineDataLLC 's weekly show. Intermap - 0:40:45 to 0:51:30 Mark does a nice job summarising the investment thesis if you haven't heard it before. His technical perspective is insightful. Additionally, Mark

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@sammccolgan

Sam McColgan

2 months

Day 3 since our interview with $CXDO.... Up 40%! Wow! 😮 It seems like all the downwards pressure the stock has been under, followed by a month of consolidation, wound this one up like a spring!

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@sammccolgan

Sam McColgan

2 months

This is an excellent post from Kyle presenting the bull case for $CXDO. Well worth a read.

@KyleAdamsStocks

Kyle Adams

@KyleAdamsStocks

2 months

$CXDO is my latest investment. Here’s 7 reasons why I’m bullish (🧵)

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@sammccolgan

Sam McColgan

28 days

$CXDO hits 5 million users on their platform. They doubled their user count in a little over two years, and added 500k users in the last 4 months. Not only are they growing, but that growth rate is accelerating. Congrats @douggaylor @JonBrinton

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@sammccolgan

Sam McColgan

1 month

I'm pumped for our $VISL call with management today (or tomorrow if in the Americas). The stock has been on an impressive run since I introduced it at $5.15 two weeks ago. The call will be recorded so do follow me if you'd like to see it.

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@sammccolgan

Sam McColgan

2 months

This week I finished an investor report on Vislink $VISL. After giving our community members a sneak preview, I'm now sharing this publicly. Check it out and let me know what you think! Here's a taster: "VISL is cheap—really cheap. It’s trading at 0.4x sales. It has a negative

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@sammccolgan

Sam McColgan

2 months

Microcap investors for the last few days.

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@sammccolgan

Sam McColgan

2 months

With $ULBI's call coming up tomorrow, I thought I'd lay out what kind of results I'm hoping for. The high level context is that Q1 results were great. I'd love to see them match these results. Any improvements would be very bullish.

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@sammccolgan

Sam McColgan

2 months

Thanks to @p_unbox for putting these charts together. I love to see $ULBI's progress. That said, I think two of the most important charts for understanding the story are missing. Take a guess at which, and then read on...

@p_unbox

Possibilities Unbox

2 months

$ULBI updated with 2Q 2024

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@sammccolgan

Sam McColgan

2 months

If you missed out on the recent $CXDO spike, I think these are good levels to consider buying in. The stock has almost retraced 50% of it's jump, and could potentially find some support on the 20 day ma.

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@sammccolgan

Sam McColgan

30 days

This week should be fun. $CREX and $VISL are reporting earnings, I'm attending a career session for investment management at @StanfordGSB and I'll be going on a @PlanetMicroCap podcast with @BobbyKKraft 😁

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@sammccolgan

Sam McColgan

1 month

It was a real pleasure to host this call with $VISL CEO Mickey Miller. He's a top class CEO, with extensive experience in the industry. He's an owner operator with a passion for driving shareholder returns. Check out the replay below if you missed it.

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Breakout Investors Call with Management - Vislink (VISL) - 8.1.24

www.youtube.com

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@sammccolgan

Sam McColgan

2 months

@MananaInvesting Not sure if you're interested in microcaps, but the management teams for $ULBI, $CREX and $CXDO are all top tier and have high integrity.

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@sammccolgan

Sam McColgan

20 days

@1M_Dollars_Road Asking this question is akin to asking: I need to 1000x my money in a day. Which lottery ticket numbers should I buy? If you "need to double your money in 1 year", you really shouldn't be investing. No one can reliably generate those returns. You'll be in the wrong frame of mind

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@sammccolgan

Sam McColgan

22 days

$NXGL - time to accumulate? The 50% retracement is about complete. It will be interesting to see where this stock goes next. My money is long.

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@sammccolgan

Sam McColgan

9 days

$TSSI is probably the name I am currently most interested in, but don't yet own. Mark does first class research on this name; check out his last show full the full story. For anyone familiar with TSSI, the upside seems enormous here. What's the worst realistic downside you can

@PipelineDataLLC

Money Mark Gomes

@PipelineDataLLC

9 days

The biggest takeaway from Friday's Stock Talk Live? As I've been saying for months, $SMCI is imploding & $TSSI beat tf out of them @ xAI. Now Elon's giving $DELL the vast majority of the biz (was 50/50) & as a reward, Dell just gave TSSI💰💰 to expand 🤯

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Sam McColgan

12 days

I am attending the Gateway Conference in SF next week. Here's my list of 17 management teams I plan to see and why. I don't know many of these teams/companies well, so any input would be greatly appreciated. $AMPX Amprius Technologies, Inc. - Mainly to better understand $ULBI's

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@sammccolgan

Sam McColgan

22 days

@SivsPicks I'm usually not one to invest in those kinds of tight timelines. That said, $LCFY and $ITMSF both have catalysts upcoming that could cause them to triple by year's end. Downside fairly small. I have just published a writeup on ITMSF, and a short thesis on LCFY

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@sammccolgan

Sam McColgan

28 days

Competition: which stock will perform best after Wednesday's earnings? Winner gets bragging rights. (Note - To find a winner, I'll measure the difference between opening price on Wednesday and EOD Friday) $VISL $CREX $NXGL $TSSI

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$TSSI

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@sammccolgan

Sam McColgan

1 month

@BreakoutInvestr Incidentally, the $CXDO chart looks very bullish. The stock popped over the 200 ma again. The 20 ema is shooting up, and the 50 ma will invert here. It is clearly consolidating and wants to go up, in my opinion. My guess is that it will take out the $4.50 high on the day of

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@sammccolgan

Sam McColgan

2 months

Earlier this week I had the pleasure of hosting an investor call between @UltralifeCorp $ULBI and the @BreakoutInvestr community. It was easy to see Mike (CEO) and Phil (CFO) love what they do and love working together. We chat about the market, business developments, risks,

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@sammccolgan

Sam McColgan

23 days

This was an excellent listen—thanks, @BobbyKKraft ! James Emanuel discusses what distinguishes the best companies from the rest, a core theme I've been working on myself lately. It got me very excited to read his new book, "Fabric of Success" (link below), in which he breaks down

@BobbyKKraft

Bobby Kraft

27 days

[NEW PODCAST] The “Golden Threads” that Make Up the Fabric of Success with James Emanuel, Author of “Fabric of Success” and Managing Partner at Rock & Turner Investment Company #MicroCap #Investing #Education YouTube: Apple:

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@sammccolgan

Sam McColgan

29 days

Though I'm an investor, I am learning to sprinkle some trading techniques into my strategy. When I look at potential investments, I consider how quickly the intrinsic value could be realised. To this end, I look at the technicals. I try to focus on the most important technical

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@sammccolgan

Sam McColgan

2 months

Today @FBuschek appeared on @PipelineDataLLC 's weekly stock show and introduced one of his favourite investments, Intermap Technologies $ITMSF. The result? The stock jumped up 15% on a red day. Was it price discovery or hype? The jump was warranted according to Florian, who has

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@sammccolgan

Sam McColgan

22 days

I should note I'm not trying to brag, but make a point about reducing downside. I'm still on my way back to break even following many poor decisions. Also, 3 out of 4 companies I released research on prior to the above list are down over 40%. That said, I could tell you for

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@sammccolgan

Sam McColgan

26 days

After testing the lower $0.85 resistance level, $KRKNF is beginning to run up again. Considering it has been consolidating under $0.85 since March, I'm guessing this is only the start of its next run up. The stock is currently riding the Bollinger band higher, and seems to still

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@sammccolgan

Sam McColgan

1 month

Summary The team at Crexendo killed it. Given the number of analysts on the call, how complimentary and positive they all were, the results CXDO are reliably putting out there, the commentary, and the price of the stock, I find it hard to believe the stock stays at these levels.

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@sammccolgan

Sam McColgan

1 month

$CXDO Delivers Strong Second Quarter Results. Everything looks good so far: nice revenue growth, cutting opex, nice cash flow, exceeded analyst expectations, improved balance sheet. Looks good to me. I'm looking forward to the call!

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@sammccolgan

Sam McColgan

2 months

$CXDO - the stock is just retracing some of it's huge run up since last week. The stock looks like it might retrace a little more, perhaps to $3.70. Hopefully it will continue it's upward trajectory from between here and there. Fair value: $12+

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@sammccolgan

Sam McColgan

2 months

When it comes to CX, Crexendo doesn't just talk the talk, but walks the walk. They have some of the best customer service reviews out there.

@JonBrinton

Jon Brinton

2 months

While 80% of companies believe they deliver excellent support, only 8% of customers agree. Is your #CX strategy up to par? Learn a modern approach to bridging this gap: #CCaaS #CustomerExperience #FCR ®/status/1794111652717068474

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@sammccolgan

Sam McColgan

1 month

Q2 results Strong revenue growth, revenue of $14.7M beats by $0.53M. Maintained impressive gross margins at 63%. Non-GAAP EPS of $0.08 beats by $0.03. GAAP EPS of $0.02. $2.5m in cash flow from operations. Up to $13.6m in cash, no long-term debt.

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@sammccolgan

Sam McColgan

27 days

2) Silly George's growth The most common counterargument to my $NXGL thesis was that they couldn't drive organic growth. The latest earnings call shows otherwise. When NXGL acquired Silly George for $600k (a steal), it had a revenue run rate of approximately $2 million. They

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@sammccolgan

Sam McColgan

2 months

Really enjoyed joining Kyle on this call. A very promising company. I will be releasing a full analyst report tomorrow for the @BreakoutInvestr community and next week publicly.

@KyleAdamsStocks

Kyle Adams

@KyleAdamsStocks

2 months

Yesterday, I spoke with the $NXGL CEO with a group of people in the @BreakoutInvestr community. Here are my biggest takeaways: 1) The Abbvie project was delayed because the company acquired Soliton, then proceeded to completely redesign the machine, which took well over a year

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@sammccolgan

Sam McColgan

2 months

@EquityBrian $ULBI, $CREX and $CXDO. All three have minimal downsides, with a 100%+ upside in the next year. They have strong fundamentals and momentum. $ULBI $CREX $CXDO

@sammccolgan

Sam McColgan

2 months

Since I hosted an investor call between $CXDO and the @BreakoutInvestr community last week, the stock has broken out and is up 25%. I wanted to use this post to go into why I believe it's still got much further to go in the medium term. I'll discuss: 1) Why I consider fair value

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@sammccolgan

Sam McColgan

1 month

The conference call An analyst described Crexendo as "Wall Street's best-kept secret". EIGHT analysts were asking questions on the call - I can't see this remaining a secret for long. One of their biggest competitors, $MSFT, is leaving the space. A few licensees have migrated

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@sammccolgan

Sam McColgan

1 month

I hosted a Q&A session between $CXDO and @BreakoutInvestr today. I really enjoyed it, Doug (COO & President) and Ron (CFO) are interesting speakers and provided a lot of useful context for investors. We spoke about everything from how the competition landscape is changing, to

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@sammccolgan

Sam McColgan

2 months

$ULBI earnings on Thursday. Shares rose 50% shortly after last quarter's earnings, though we've had a pullback since. I don't know if we'll get the same (though I wouldn't be surprised), but more importantly, I love the long term outlook. If you haven't looked into the company

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@sammccolgan

Sam McColgan

1 month

$CXDO's Q2 earnings call is coming up next Tuesday, August 6, at 4:30 PM ET. On Wednesday, I'll be hosting a live Q&A session with CXDO management. If you'd like to be there, consider joining the @BreakoutInvestr community.

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@sammccolgan

Sam McColgan

1 month

It was a brilliant experience to be interviewed by @majgeoinvesting today for a @GeoInvesting podcast. Over my investing journey, Maj has indirectly taught me some crucial lessons about investing in high-quality companies with momentum - lessons that have made a big impact on my

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@sammccolgan

Sam McColgan

1 month

2) Monopoly I love companies that monopolise their niche: $NXGL has the only harm-free hydrogel required for various medical conditions; $SNIPF has the only platform which gives brands visibility on which users are buying their products (typically, retailers own this data);

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@sammccolgan

Sam McColgan

25 days

Scoreboard TSSI $2.62 to 3.80 = +45% VISL $6.49 to $7.54 = +14% CREX $4.30 to $4.29 = 0% NXGL $3.04 to $2.61 = -14% Congrats to the anyone picking TSSI! *Grumbles quietly to myself about the market reaction to NXGL's results*

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@sammccolgan

Sam McColgan

15 days

One of my holdings $SPN.V / $SNIPF reports earnings any day now. I'm not expecting blowout results, but I believe the commentary for the rest of the year will be very promising 🤞 They have an enormous Q3 coming and should inflect to sustainable profitability. If that is affirmed

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@sammccolgan

Sam McColgan

2 months

What a move from Vislink $VISL. I was expecting more of a pullback, but the stock had other ideas. Looking forward to our investor call with management next week. Sign up to the @BreakoutInvestr community for free if you want to join.

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@sammccolgan

Sam McColgan

10 days

I have 53 new followers already today. That's way more than usual. Are you all finding me from this post; if not where are you coming from?

@compoundingwala

Arpan

@compoundingwala

11 days

@Divergent7651 @smallcapdisc @sammccolgan @KyleAdamsStocks @ToffCap

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@sammccolgan

Sam McColgan

1 month

$CXDO win

@netsapiens

NetSapiens a Crexendo Company

1 month

🚀 Congratulations to Reinvent Telecom on launching their next-gen solution on Crexendo’s NetSapiens platform! #ReinventTelecom #CloudCommunications #Innovation #ChooseCrexendo #PoweredByNetSapiens

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@sammccolgan

Sam McColgan

27 days

Wow... after $VISL dropped 10% immediately after the earnings release, I wasn't expecting to be up 5% by the end of the day 😮 Congratulations to anyone who scooped up shares on the dip.

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@sammccolgan

Sam McColgan

1 month

I've heard a few investors mention they are selling out of $ULBI since the last earnings call. The most common reason quoted was a lack of conviction in terms of growth. I too have reduced my position size to a core position (I was overweight), and am up 30% on those shares.

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@sammccolgan

Sam McColgan

2 months

$CREX - the stock gave back some gains yesterday, but is still above moving averages as well. Even if it pops below the 20dma, I struggle to see it breaking the strong resistance at $4.30. Momentum is still up. Fair value: $10+

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@sammccolgan

Sam McColgan

2 months

Mark does brilliant research and knows these names inside out. At the moment, we only have $IRIX in common, but I could easily own $VTSI and $GEODF too. $TSSI also an attractive story, but one I have less conviction on for now.

@PipelineDataLLC

Money Mark Gomes

@PipelineDataLLC

2 months

Last 10 picks ⬆️150% annualized 🔥 30+ years of Wall Street experience at work 😮‍💨 That's why 1,OOO+ tune in to my weekly show This Week: $AEHR $ALAR $ATGN $CTLP $CXDO $EVLV $GEODF $IRIX $IWC $KRKNF $LRCX $MRVL $MU $NVDA $QIPT $STX $TPCS $TSSI $VTSI

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@sammccolgan

Sam McColgan

27 days

I had a lot of fun being interviewed by @majgeoinvesting who founded @GeoInvesting . Maj was influencing my investing technique even before we connected, so I loved meeting him on the show. My Four M Investing Criteria & Favourite Microcap Companies -

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My Four M Investing Criteria & Favourite Microcap Companies |...

I appeared on the Skull Session podcast and had a brilliant time chatting with Maj Soueidan (founder of Geoinvesting). We chat about my investing journey and...

www.youtube.com

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@sammccolgan

Sam McColgan

2 months

$VISL at the Olympics

@Vislink

Vislink

2 months

Let the Games begin! Our Smart #AIdriven Camera's are in place for customers worldwide. You'll see our wireless camera systems during the opening ceremony. And #TV2Denmark has the best studio. With our HCAM transmitter. #VislinkInParis #BehindTheBroadcast #Paris2024 #Olympics

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@sammccolgan

Sam McColgan

27 days

6) Cash flow profitability & financing "At this higher expected quarterly revenue level in Q3 and Q4, we are getting very close to achieving our goal of generating positive cash flow from operations." Their comment made me think that cash flow positivity might be delayed a

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@sammccolgan

Sam McColgan

29 days

Agreed - Expanding working capital to meet "higher than expected demand for products" is a positive. It implies $NXGL should beat it's already impressive guidance. Insiders participation, a reasonable price and the premium on the warrants all make the offering easier to swallow.

@1AnyoneButTrump

Michael G.

@1AnyoneButTrump

29 days

$NXGL Raising a little money to replenish inventory because sales are outpacing expectations is a good thing. Insiders les is awesome, especially when they have been buying already. Warrants at 80% is above current price is cool. Nexgel is growing ever so nicely.

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@sammccolgan

Sam McColgan

1 month

On a related note, though I'm disappointed in the price movement the last few days, it's worth noting the technical channel is unbroken; $10 is the lowest I see the stock going near term. If I'm wrong, and the lower channel did break, this would become an overweight position for

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@sammccolgan

Sam McColgan

1 month

1a) Momentum in Fundamentals I'm not looking for companies that say they are going to kill it when X, Y or Z occurs. I got sick of waiting around for that something to happen. I'm looking for companies that are already improving on the things that matter. Any combination of

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@sammccolgan

Sam McColgan

20 days

This is a chart review for all my stocks. I'm currently topping up two of my positions. Find out which below. 🧵

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