Psyop Capital

Everything we have picked from this writer, newest first.

@psyopcapital Aug 4

Psyop Capital on X

Good numbers from Broadridge $BR. Stock was stupid cheap a few weeks ago, hit 14x trailing eps for a capital light monopoly

@psyopcapital Jul 7

Psyop Capital on X

https://t.co/irXJODueym $ALAR is under investigation from the FBI. Many of the same hypergrowth microcap accounts that were pumping it a few years ago were also long Intellego before it collapsed under fraud revelations

@psyopcapital Jun 23

Psyop Capital on X

Is contextlogic interesting/worth digging into? $LOGC. I really like the Salt acquisition but seems like they paid a rich multiple for it. Fear this will end up in the graveyard of mini-Berkshires over time

@psyopcapital Jun 22

Psyop Capital on X

If it gets to mid to low 20s copart $Cprt seems like a good bet. Insurance mkt will harden and yes they have competition but duopolistic markets are still attractive and at 3-3.5x sales I think you’re good

@psyopcapital Jun 11

Psyop Capital on X

What’s the $BR mega bear case?

@psyopcapital Jun 9

Psyop Capital on X

$UTGN looked promising as an illiquid deep value sit with buybacks at way below IV, but this relatively recent option grant struck below NAV seems like a thesis killer. Anybody know the name well?

@psyopcapital May 6

Psyop Capital on X

https://t.co/T8yX0dSc2e $OTCM rev +15% EBIT +19%

@psyopcapital May 5

Psyop Capital on X

@finphysnerd $cme and $otcm are in this category and are reasonable

@psyopcapital Mar 4

Psyop Capital on X

$OTCM beast of a quarter https://t.co/6h385yzu4x

@psyopcapital Mar 3

Psyop Capital on X

$trux gets a lot of love on here (and rightly so), what are some other high quality otc banks with good underwriting culture and history of compounding earnings power at a respectable clip?