Сигналы
9
#101
Альфа-оценка 91.7
stocks_stones
Винрейт
100.0%
доходность
+28.4%
Загрузка графиков...
Тикер
Сторона
Упоминания
Первый колл
Цена колла
P&L
Тезис
Тема
Источник
Лонг
05 фев
$0.86
+31.4%
Buy DBO.TO as the premium cinema technology company has crossed a critical inflection point — studio relationships established, brand recognized, installed base large enough to self-reinforce growth, making rapid scaling materially easier and already visible in financials.
Buy DBO.TO as the premium cinema technology company has crossed a critical inflection point — studio relationships established, brand recognized, installed base large enough to self-reinforce growth, making rapid scaling materially easier and already visible in financials.
Гейминг и развлечения
Лонг
14 мая
$1.96
+60.7%
Auxly: $196m market cap with only $2.4m net debt, Q1 revenue and EBITDA up 22% and 65% yoy, trades at 4.6x EV/EBITDA and 18% FCF yield on 2026 forecast. Speaker (Rivemont portfolio manager) is a shareholder via disclosed fund position.
Auxly: $196m market cap with only $2.4m net debt, Q1 revenue and EBITDA up 22% and 65% yoy, trades at 4.6x EV/EBITDA and 18% FCF yield on 2026 forecast. Speaker (Rivemont portfolio manager) is a shareholder via disclosed fund position.
Табак и никотин
Лонг
16 июн
$1.68
-
Покупайте Auxly Cannabis (CBWTF/XLY.TO), поскольку структурный навес продаж от дешевых варрантов по $0,045, по-видимому, полностью исчерпан — что подтверждается крупными блочными сделками, — что снимает ограничение предложения для акций, торгующихся с коэффициентом 7x TTM EBITDA, с рекордными квартальными результатами и лучшей в своем классе маржой; фонд является текущим акционером.
Покупайте Auxly Cannabis (CBWTF/XLY.TO), поскольку структурный навес продаж от дешевых варрантов по $0,045, по-видимому, полностью исчерпан — что подтверждается крупными блочными сделками, — что снимает ограничение предложения для акций, торгующихся с коэффициентом 7x TTM EBITDA, с рекордными квартальными результатами и лучшей в своем классе маржой; фонд является текущим акционером.
Табак и никотин
Лонг
13 янв
$0.60
+38.3%
Rivemont MicroCap Fund discloses continued long position in D-BOX Technologies after a 213% return in 2025, maintaining conviction heading into 2026 as part of a portfolio of small/micro-caps with 20%+ revenue growth at sub-10x forward earnings.
Rivemont MicroCap Fund discloses continued long position in D-BOX Technologies after a 213% return in 2025, maintaining conviction heading into 2026 as part of a portfolio of small/micro-caps with 20%+ revenue growth at sub-10x forward earnings.
Гейминг и развлечения
Лонг
23 июл
$1.86
+7.0%
Buy LOVE.TO as a preferred cannabis sector recovery play; author favors leading LPs over retail cannabis operators due to superior growth trajectory and free cash flow generation.
Buy LOVE.TO as a preferred cannabis sector recovery play; author favors leading LPs over retail cannabis operators due to superior growth trajectory and free cash flow generation.
Табак и никотин
Лонг
29 июн
$1.15
+27.0%
Buy Cannara Biotech (LOVFF/LOVE.TO): company posted its best-ever sales month in May, achieved record Ontario market share, business recovered strongly into fiscal Q3 end, competitors are raising prices signaling rational oligopolistic market structure, and Q3 report in two weeks faces low bar vs. management's bullish tone. Fund discloses existing position.
Buy Cannara Biotech (LOVFF/LOVE.TO): company posted its best-ever sales month in May, achieved record Ontario market share, business recovered strongly into fiscal Q3 end, competitors are raising prices signaling rational oligopolistic market structure, and Q3 report in two weeks faces low bar vs. management's bullish tone. Fund discloses existing position.
Табак и никотин
Лонг
29 июл
$0.46
+19.6%
Buy Canadian cannabis names trading at ~5x forward EBITDA — a steep discount to alcohol (9.4x) and tobacco (11.4x) peers — as daily marijuana usage now exceeds both categories, supporting a re-rating catalyst in a structurally growing market.
Buy Canadian cannabis names trading at ~5x forward EBITDA — a steep discount to alcohol (9.4x) and tobacco (11.4x) peers — as daily marijuana usage now exceeds both categories, supporting a re-rating catalyst in a structurally growing market.
Строительство/инфраструктура
Лонг
07 апр
$62.50
+10.4%
BQE Water designs and operates water treatment systems for mines: speaker pitches it as a smart way to gain commodity bull market exposure via mining infrastructure that every mine depends on. Featured at Rivemont MicroCap event.
BQE Water designs and operates water treatment systems for mines: speaker pitches it as a smart way to gain commodity bull market exposure via mining infrastructure that every mine depends on. Featured at Rivemont MicroCap event.
Генерация энергии
Лонг
13 янв
$1.26
+32.5%
Rivemont MicroCap Fund maintains long position in Covalon Technologies despite a 46% drawdown in 2025, signaling continued conviction in the name entering 2026 rather than cutting the losing position.
Rivemont MicroCap Fund maintains long position in Covalon Technologies despite a 46% drawdown in 2025, signaling continued conviction in the name entering 2026 rather than cutting the losing position.
Медтех
Показано 9 из 9 коллов · сортировка по упоминаниям
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У stocks_stones на Buzzberg отслеживается 9 торговых идей по 9 тикерам с января 2026. #101 в рейтинге Buzzberg Alpha. Чаще всего покрывает: DBO.TO, XLY.TO, DBOXF.
