u/Iamthebigwig

Reddit r/ValueInvesting
· tracked since Jun 2026
Calls 1 1 Posts tracked · 0.5/day
Calls
7d 1
30d 1
90d 1
Best Calls
VRRM long +0.5%
Worst Calls
No live losers yet
Most Mentioned
VRRM ×1
Recent Calls
VRRM long 1 day ago
Win Rate 100% Long 1 Short 0
Win Rate
7d —
30d —
90d —
Average Return +0.5% Long Return +0.5% Short Return -
Average Return
7d —
30d —
90d —
Result
Result
Sort
Theme Stance
Ticker
Side
Mentions
Opened
Entry
P&L
Thesis
Theme
Source
VRRM Verra Mo... Verra Mobility Corp...
Long
Jun 02
$4.17
+0.5%
VRRM lost ~$140M in Avis revenue but secured $1.15B in new government contracts (NYC $998M, Hawaii $160M) that haven't yet scaled; Q1 2026 net income positive at $26.7M. The 70% price drop prices in bankruptcy risk, but the company still guides $985M–$995M revenue and $380M–$385M Adjusted EBITDA, implying a deeply compressed EV/EBITDA multiple. Buying a cash-flow-positive technology monopoly at a generational discount, with a clear catalyst as government contract revenue ramps and cost restructuring protects margins. Avis may accelerate litigation or further contracts could churn; government contract implementation delays; new CEO may not execute cost cuts as quickly as expected.
VRRM lost ~$140M in Avis revenue but secured $1.15B in new government contracts (NYC $998M, Hawaii $160M) that haven't yet scaled; Q1 2026 net income positive at $26.7M. The 70% price drop prices in bankruptcy risk, but the company still guides $985M–$995M revenue and $380M–$385M Adjusted EBITDA, implying a deeply compressed EV/EBITDA multiple. Buying a cash-flow-positive technology monopoly at a generational discount, with a clear catalyst as government contract revenue ramps and cost restructuring protects margins. Avis may accelerate litigation or further contracts could churn; government contract implementation delays; new CEO may not execute cost cuts as quickly as expected.
Other
REDDIT
Showing 1 of 1 picks · sorted by mentions