Lee Roach on X
$MILFF’s up big today! https://t.co/auDf748wFm
X
Lee Roach
Everything we have picked from this writer, newest first.
Lee Roach on X
$BTC is at $77k. You can just buy hated stuff and tell the market to suck your balls. https://t.co/ZmzYHBZLoA
Lee Roach on X
Anyone follow $LFTO closely? What price does this get interesting? https://t.co/wBRnTTafXG
Lee Roach on X
Not bad earnings at $MCCK. Gold book took a mark to market loss. But core business is kicking at. Revenues up 8.9%. Gross margins expanding. Customer deposits and deferred revenue up 33%. Back out all the cash and gold and this is trading at a dirt cheap multiple.
Lee Roach on X
I was lucky enough to get to pitch $BUKS at the MS Microcaps Microcaps Summer Virtual Conference. You can now watch the full video now. https://t.co/JZf2c2dTIS
Lee Roach on X
PubMatic says The Trade Desk disrupted its business, while rival DSPs are taking share on its platform.
Lee Roach on X
Entravision’s $10 billion valuation thesis rests on its scalable ad-tech DSP, high incremental margins, and potential spectrum-asset value beyond its legacy media business.
Lee Roach on X
@Uzocapital Thoughts on $TTD here?
Lee Roach on X
What price would you guys buy $LFTO at? https://t.co/KotrBWwRVj
Lee Roach on X
Me seeing $HOG up 5% after a massive insider buy the market missed. https://t.co/PaS59DADNh
Lee Roach on X
Liftoff fell 10% after guiding against sequential growth following a Q2 boosted by model breakthroughs and the World Cup, while targeting 35% annual revenue growth.
Lee Roach on X
Liftoff $LFTO just reported. Good quarter. No sequential growth too. Market doesn’t like it. Seems fine to me. https://t.co/Qyjt4sdpsi
Lee Roach on X
What price would you guys buy $NCMI at? Stock plunging from terrible acquisition. But there’s a price for everything. Last terrible acquisition I followed was $BTU and their stock collapsed too and they got out of the deal. Stock re-rated hard. https://t.co/ecUOLwfD4H
Lee Roach on X
@CapitalFang Worked for $BTU. Not sure if something will work here.
Lee Roach on X
I recently shared my brokerage account YTD and Max returns but I’d thought I’d share my actual positions. I’m still heavily invested in $EVC. Let's Go! https://t.co/2tmL8Z5FMw
Lee Roach on X
The CEO of $HOG bought $250k of shares in the open market yesterday and you morons are selling it off today? https://t.co/gjtDirn6Hp
Lee Roach on X
@kingdomcapadv posted a good $EVC write up on Seeking Alpha this morning. https://t.co/k96glqoOiQ
Lee Roach on X
NCMI paused its dividend and buyback for a $275 million office-building digital advertising acquisition, criticized as 14.5x 2025 EBITDA with 3.9x net leverage.
Lee Roach on X
Entravision trades at 4.0x guided ad-tech EBITDA excluding a $300 million media valuation, while the market prices in a major customer loss and zero spectrum value.
Lee Roach on X
Here is my update on $EVC after Q2 earnings. Just sent out to all subs. Happy to hear any thoughts. https://t.co/TmdiUzv4my
