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Beaverdam Capital

@beaverdamcap.bsky.social

Dam good investing. Finding cash flow streams others overlook.

68 Followers  |  50 Following  |  9 Posts  |  Joined: 14.11.2024  |  1.3931

Latest posts by beaverdamcap.bsky.social on Bluesky


PayPal?

14.03.2025 16:47 โ€” ๐Ÿ‘ 1    ๐Ÿ” 0    ๐Ÿ’ฌ 1    ๐Ÿ“Œ 0
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a man wearing a cowboy hat and a jacket with gutless man written on it ALT: a man wearing a cowboy hat and a jacket with gutless man written on it
01.03.2025 23:02 โ€” ๐Ÿ‘ 0    ๐Ÿ” 0    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0

It's a damn shame to witness such buffoonery in the Oval Office.

01.03.2025 23:01 โ€” ๐Ÿ‘ 0    ๐Ÿ” 0    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0

Good tsar, bad boyars.

"Someone tricked him into doing this!"

01.03.2025 22:59 โ€” ๐Ÿ‘ 0    ๐Ÿ” 0    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0

90s country hits hard. Peak male love ballad decade.

18.11.2024 16:32 โ€” ๐Ÿ‘ 1    ๐Ÿ” 0    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0

All are likely an uphill battle.

18.11.2024 16:29 โ€” ๐Ÿ‘ 1    ๐Ÿ” 0    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0

Booz, Leidos, SAIC, CACI, etc. certainly have a new risk.

15.11.2024 00:41 โ€” ๐Ÿ‘ 2    ๐Ÿ” 0    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0
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an older man wearing glasses and a maroon sweater is smiling ALT: an older man wearing glasses and a maroon sweater is smiling
15.11.2024 00:30 โ€” ๐Ÿ‘ 1    ๐Ÿ” 0    ๐Ÿ’ฌ 0    ๐Ÿ“Œ 0

Mine is eDreams $EDR.MC. Spain-based OTA strong in Europe. Transitioning from transaction to subscription model.โ€‹โ€‹โ€‹โ€‹โ€‹โ€‹โ€‹โ€‹โ€‹โ€‹โ€‹โ€‹โ€‹โ€‹โ€‹โ€‹ Set to hit FY25 targets (set in FY21). Doubling FCF from FY24-FY25 to > โ‚ฌ90M. Projecting 30% FCF CAGR next five years. Trading at a ~10% FY25 FCF yield.

15.11.2024 00:26 โ€” ๐Ÿ‘ 1    ๐Ÿ” 0    ๐Ÿ’ฌ 1    ๐Ÿ“Œ 0

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