Author: coffeemeetscapital

Surgalign – Cheap Spine Implants Turnaround Opportunity

Post author By coffeemeetscapital
Post date April 8, 2021

*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 […]

PATI – Cheap fuel trucking business with hidden real estate value

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 – GARP at the most reasonable of prices?

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 […]

DISCLOSURE – By using this page you agree to the following terms.

You agree that the use of any material on coffeemeetscapital.com is at your own risk. Materials and ideas presented on this site are provided on an educational basis only and do not constitute investment advice. In no event will coffeemeetscapital.com or affiliates be liable for any direct or indirect trading or investment losses caused by information from available on this site. Statements on this site are not guarantees of future performance and are subject to certain risks, uncertainties and other factors.

The materials on the site are not an offer to sell or a solicitation of an offer to buy any security, nor shall any security be offered or sold to any person, in any jurisdiction in which such offer would be unlawful under the securities laws of such jurisdiction.

This is not an investment advisory service and you should do your own research regarding any potential investment. Coffeemeetscapital.com makes no representations, and specifically disclaims all warranties, express, implied, or statutory, regarding the accuracy, timeliness, or completeness of any material contained in this site. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy. This website and information are not intended to provide investment, tax, or legal advice.

Coffeemeetscapital.com does not guarantee in any way that it is providing all of the information that may be available. You must do your own due diligence before buying or selling any security. From time to time, Coffeemeetscapital.com may publish research reports with the aim of receiving feedback from the broader investment community. Such materials are not intended to be investment advice and should under no circumstance be considered a recommendation to take action with respect to any security.

The principals of Coffeemeetscapital.com often hold a position in the securities discussed on the site. Coffeemeetscapital.com will not report when a position is initiated or disposed of by the principals or affiliates of coffeemeetscapital.com. Each investor must make that decision based on his/her judgment of the market. Coffeemeetscapital.com must never be relied upon in making investment decisions.