Jnaoh Lutpn

41 posts

Jnaoh Lutpn

Jnaoh Lutpn

@NatafFranck

Paris Katılım Şubat 2012
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Jnaoh Lutpn
Jnaoh Lutpn@NatafFranck·
@JonahLupton I share my real-time TRADE alert (entry & exit points) on WhatsApp, free to join ✅ ➡️Copy search input Reply “555” to WhatsApp: +18652407352 Here’s the link : wa.me/18652407352/?t…
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Jonah Lupton
Jonah Lupton@JonahLupton·
If you look through this thread you'll see my $HROW comments on where I think the stock can go over the next 2-3 years. $HROW management continues to say they can get to $250M in quarterly revenues by 2027 Q4. Their quarterly revenues are quite lumpy and that will likely continue. They did $36.4M in 2023 Q4 revenues which was 18.2% of 2024 full year revenues. They did $66.8M in 2024 Q4 revenues which was 24.5% of 2025 full year revenues. They did $89.1M in 2025 Q4 revenues which would be 24.9% of $357.5M which is the midpoint of their 2026 full year guidance. If management can really get $HROW to $250M in 2027 Q4 revenues, using 25% as our guide, it would imply they could do $1B of revenues in 2028. $HROW has already said margins will be expanding rapidly over the next 3-5 years but lets be conservative and say it's only 450 bps better (150 bps per year) than the 22.7% ebitda margins they did in 2025... which implies 27.2% ebitda margins in 2028... which implies $272M of ebitda...assuming they get to $250M in 2027 Q4 which sets them up for $1B in 2028... using a very conservative 22x multiple on NTM ebitda... it would put the stock over $150+ per share (with $50M of net debt and 38M shares outstanding). Keep in mind I'm being conservative with my margin estimates and my multiple estimates... both of which could be 10-20% higher... meaning ebitda margins could be over 30% by 2028 and that ebitda multiple could easily be 26x or higher if the company has de-risked the story and executed well enough to hit these numbers... in that scenario the market will reward them with a higher multiple considering how much FCF they'd be generating. In closing, if $HROW management is telling the truth and they can indeed get revs to $250M in 2027 Q4 which should set them up for $1B in 2028, and ebitda margins can expand by 150-200 bps per year (for next 3+ years)... then this could easily be a $150+ stock in 2028 NFA. DYOR. **We own $HROW at @FirstWaveFund
James DePorre@RevShark

I am long $HROW. This is a good summary of why. As I have written several times, management has done a terrible job of managing expectations; as a result, investors were too focused on the short term, which undermined the long-term positives. @JonahLupton

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Jnaoh Lutpn
Jnaoh Lutpn@NatafFranck·
Sunday mornings = homemade pancakes + board games + zero screens. The best kind of chaos.
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Jnaoh Lutpn
Jnaoh Lutpn@NatafFranck·
Just finished binge-watching the latest episode of [综艺名]—the plot twists, dance breaks, and guest banter had me hooked! Who else is obsessing over the finale cliffhanger Drop a if you’re already counting down to Season 2! #VarietyShowVibes #MustWatch
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Jnaoh Lutpn
Jnaoh Lutpn@NatafFranck·
Chasing sunsets in Santorini u003e all White-washed villages, blue-domed churches, and the Aegean turning gold at dusk. Pure magic. #Wanderlust #SantoriniVibes
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Jnaoh Lutpn
Jnaoh Lutpn@NatafFranck·
[Quick, colorful lunch! Grilled chicken + quinoa + roasted veggies (zucchini, bell peppers) + a drizzle of lemon-herb sauce. Light, flavorful, u0026 ready in 15 mins #EasyMeals #LunchInspo]
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Jnaoh Lutpn
Jnaoh Lutpn@NatafFranck·
DIY a mini herb garden! Grab a mason jar, pebbles, soil u0026 your favorite seeds. Watch green magic grow—perfect for tiny spaces!
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Jnaoh Lutpn
Jnaoh Lutpn@NatafFranck·
New semester, fresh starts! Dive into new challenges, make sweet memories, and let your growth shine. Welcome back, everyone!
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Jnaoh Lutpn
Jnaoh Lutpn@NatafFranck·
Unboxed my @BrandName haul! Love the cozy knit sweater (obsessed with the mustard hue) and the sleek wireless charger—perfect for my on-the-go days. Who else is treating themselves this month #UnboxingDay #NewFinds
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Jnaoh Lutpn retweetledi
carmen romero
carmen romero@carmenr05073438·
Day 1 at [漫展名]! Cosplays on point, merch finds galore, and the energy’s electric Who else is here Tag your squad! #AnimeExpo #CosplayVibes
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Jnaoh Lutpn
Jnaoh Lutpn@NatafFranck·
"Turn an old glass jar + string + tea towel into a charming utensil holder! Upcycle your kitchen clutter—simple, eco-friendly, zero cost. #DIYUpcycle #EcoLiving"
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Jnaoh Lutpn
Jnaoh Lutpn@NatafFranck·
"Collab smarter, not harder! Sync tasks, share ideas, and crush goals as a team. Your next win is a group win—let’s build it together! #TeamCollab #GroupSuccess"
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Jnaoh Lutpn
Jnaoh Lutpn@NatafFranck·
Level up your skills—pick 1 micro-skill daily (e.g., 10 min of vocabulary, 5 min of writing practice). Small steps = big progress. Try it today!
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