ACORN Energy - $ACFN - A niche industrial microcap
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$ACFN getting a lot of good price action lately. Set up is simple - Mgmt decided to go with razor - blade model. 40% of total is recurring revenue, which hits at 80%+ gross margin. with <1% churn. Insiders own a good chunk too. unfairadvantagecapital.substack.com/p/acorn-ener...
13.05.2025 15:53 β π 1 π 0 π¬ 0 π 0
$BRRE vs $AXR - The set up looks the same. Land bank getting liquidated. One in Poconos and other in New Mexico. But I think $AXR set up is better - mgmt is more focused on selling land, returning cash. Better reporting and from what I can tell - cheap!
13.05.2025 15:50 β π 0 π 0 π¬ 0 π 0
Haha! I learnt SO much from your blog and your podcasts. Thank you for your kind words!!
12.05.2025 19:14 β π 2 π 0 π¬ 0 π 0
Thank you @nonamestocks.bsky.social for the inspiration.
12.05.2025 15:21 β π 2 π 0 π¬ 1 π 0
Blonder Tongue Labs $BDRL - This frog will either become a prince or just croak
75 year old company, Public for 30 years but priced for bankruptcy
Blonder Tongue Labs $BDRL - This frog will either become a prince or just croak. Smallest company in my PF.
75 year old company, Public for 30 years but priced for bankruptcy
open.substack.com/pub/unfairad...
12.05.2025 14:21 β π 3 π 1 π¬ 1 π 0
New to Bsky. Anyone following CTL Pass Through Trust? $CTTPL on OTC markets. Would love to share notes. Feel like NLOP playbook.
05.03.2025 10:34 β π 0 π 0 π¬ 0 π 0