You are not eligible to view 8 messages. To gain access to more recent message posts signup free for membership.
#
AUTHOR
DATE
SUBJECT
17
member
11/14/24 9:56AM
Solid quarter, trading at ~11x fully-taxed EPS
Run-rating around $80M revenue (LTM bookings of $82.8M vs $75M of LTM revenues)... posted 38.8% gross margins in the quarter and they sound very confident about those going higher, which makes sense given that they... login to read the rest
I don't have incremental market insight to what was shared here, so you guys are probably right on the opportunity. I just wanted to share why we passed after hearing the CEO one time -... login to read the rest
I had the opportunity to hear John pitch BKTI at a small investment dinner a few months ago. I liked John and I liked the pitch. What John shared that evening is consistent with all... login to read the rest
I think that this is the best idea that I, personally, have come across in several years, and we've bought a bunch, so a sincere and heartfelt thank you for bringing it to our attention. ... login to read the rest
1) On TAM. CEO was just focused on the number of radios during our entire conversation. I believe that's how he defines TAM and how he thinks about it.
2) On consumables. I think consumables represent... login to read the rest
Hi VC,
Thank you for the note.
1) On past results. This is a very good question and in fact that was one of the first ones I asked the CEO at our meeting. The answer was... login to read the rest
Are you sure you want to close this position URBAN OUTFITTERS INC?
By closing position, I’m notifying VIC Members that at today’s market price, I no longer am recommending this position.
Flag URBAN OUTFITTERS INC for Removal
Are you sure you want to Flag this idea URBAN OUTFITTERS INC for removal?
Flagging an idea indicates that the idea does not meet the standards of the club and you believe it should be removed from the site. Once a threshold has been reached the idea will be removed.
You Cannot Submit Message ... Yet
You currently do not have message posting privilages, there are
1 way you can get the privilage.
You can apply for full membership by submitting an investment idea of your own. Or if you are in reactivation status, you need to reactivate your full membership.