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Started By
Message
re: call your shot(s); winners for 2026
Posted on 3/19/26 at 7:39 am to bayoubengals88
Posted on 3/19/26 at 7:39 am to bayoubengals88
quote:
we would all love to hear more.
TDAY: I got in at about $5.50, but based on the info I have it'll be worth $11-12 in a year or so.
TDAY (formerly Gannett) is the largest news publisher in the US, and their revenue is set to increase substantially because AI players are being forced to pay to access the articles to train their models on.
But that is not why you should buy it (I believe that is already priced in).
TDAY won an antitrust case against google, and due to a fairly obscure legal principle called collateral ostople, the case cannot be re-litigated (I'm not a lawyer).
However, TDAY barely even mentioned it on the earnings call, and nobody is entirely sure how much this payday will affect the stock price. The price jumped a dollar or 2 when the original news broke that TDAY won the case back in October.
I have a firm understanding that this settlement is actually worth on the order of $5-10 per share, so we are looking at about a double off the litigation alone.
This is not financial advice... btw this is all public stuff. My info comes from a team of lawyers (who double as hedge fund guys), that have maxed out their position in the company as a 10% shareholder.
2
Posted on 3/19/26 at 9:05 am to cgrand
quote:now 85
DOCN is on fire
over 80 this morning and hell yes
oppenheimer just raised PT to 100 and is projecting $5.5B in revenue by 2035
Posted on 3/19/26 at 9:25 am to cgrand
quote:Monster. Wish I had had more conviction at $38
now 85
oppenheimer just raised PT to 100 and is projecting $5.5B in revenue by 2035
Posted on 3/19/26 at 9:26 am to TigahsOnTop
quote:Solid
This is not financial advice... btw this is all public stuff. My info comes from a team of lawyers (who double as hedge fund guys), that have maxed out their position in the company as a 10% shareholder.
I tried to buy $10 2027s but couldn't get filled at .40 and I don't want to pay more than that.
Posted on 3/19/26 at 10:55 am to TigahsOnTop
quote:Are you able to speak at all to the outrageous debt? Wow!
TigahsOnTop
Posted on 3/19/26 at 11:29 am to bayoubengals88
quote:
Are you able to speak at all to the outrageous debt? Wow!
Definitely don't love it!
I want to say they paid down about 150mm last year, and FCF will likely be even higher in 2026 so I definitely anticipate them strengthening the balance sheet a bit.
They had a PE style restructuring in 2019ish which is why it's so levered.
I'm less worried about it than I probably should be.
Posted on 3/19/26 at 2:22 pm to TigahsOnTop
Bought TDAY, AAPL, and AMZN over lunch. We'll see how they play out the rest of the year.
Posted on 3/20/26 at 9:27 am to JL
Just accumulate AAOI every time it's down.
Who's with me?!
Who's with me?!
Posted on 3/21/26 at 5:29 am to bayoubengals88
quote:
AAOI
Buying here you could easily win bag holder of the year especially in this market.
This post was edited on 3/21/26 at 5:37 am
Posted on 3/21/26 at 7:07 am to FLObserver
Could easily be half way to $180 too!
Posted on 4/22/26 at 3:09 pm to cgrand
Up 2% overall today and now green for YTD overall portfolio, but still down 10% from mid Jan highs.
On my picks, ZETA and PATH suck nut but DOCN is up 100% from the call
On my picks, ZETA and PATH suck nut but DOCN is up 100% from the call
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