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*PF for 1/28/21 cap raise Thesis SRGA is a cheaply valued turnaround story trading below comps with significant upside. Assuming just a return to median EV/sales of the industry would result in a ~4x higher EV/share price. ATEC/SPNE provide clear playbook on return to growth and multiple expansion Including $42MM already paid for Holosurgical implies […]
Thesis Patriot Transportation is an attractive asymmetric oil trucking play with a call option on oil demand. 2.6x EV/EBITDA is extremely cheap and is trading at 1x EBITDA adjusted for a potential real estate sale in the future. At current prices we believe there is upside with fuel volume normalization to $20 a share, in […]
PRTH is the 11th largest merchant acquirer in the US, trades cheap to comps, has returned to growth, and potentially has 2-3x upside from current prices. Situation Overview PRTH has had a challenging 2 years with a damaging change in Mastercard e-commerce standards, accounting revision, and COVID Multiple things in the story have now changed […]
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