Ron Shamgar

We published an article today: “The Ozempic moment for SaaS” We believe AI is will only increase demand for SaaS and make these companies MORE profitable! Just like liberation day scare - ALL the experts were wrong on Tariffs 💯 👇👇👇 tamim.com.au/stock-insight/…

The S&P 500 Technology sector is now trading below last year’s tariff-selloff lows. As a result, Tech trades at a 21% discount to its 5-year average P/E ratio and 10% below its 10-year average, making it the most discounted sector in the S&P 500.

Historically, the S&P 500 bottoms 15 trading days after a geopolitical event begins DB. @augurinfinity @soberlook augurdigest.com/p/augur-digest…

22 years ago today, the US invaded Iraq And just like the Iran v Israel situation, everyone expected a market crash What happened after the invasion: • S&P 500 bottomed on March 11, nine days before the invasion • By year-end the S&P was up 22% • Halliburton up 36% that year • Oil dropped from $37 to $25 as the "war premium" vanished The S&P did a V-recovery before a single boot hit the ground

@bowtiedstocks Nice selection there 🍷🍸

A few smallish ASX stocks I think are looking interesting: - $RZI.AX Raiz - low EV and strong takeover candidate - $NEC.AX Nine Entertainment - cheap on sum of parts basis. AFR and Stan not going away. War good for clicks - $PWR.AX Peter Warren Automotive - trading below NTA. You're paying for land and building book value, nothing for the business. Much cheaper than Eagers peer - $EML.AX EML Payments - arguable oversold on recent results announcement and looking cheap again - $TYR.AX Tyro Payments - gross profit and NPAT growing, EBITDA margin up. Good result and doesn't look expensive - $EDU.AX EDU Holdings - personal favourite - this one is very long the migrant printing trade. Back at cheap levels, market cap is covered by cash holdings and next few years of operating cash Take it with a grain of salt, nothing I say or do is advice - keep buying $CSL.AX and / or $CBA.AX if it makes you feel 'safer' in large caps

In a damning verdict, the mergers and acquisitions watchdog said the businessman had already rejected a $385 million bid but told shareholders otherwise. ebx.sh/PFzTVi

@bowtiedstocks We always want more! 😉 As can be seen with $PPM takeover etc These businesses are worth around 10x PE But $CCP gets a lot of synergies So 77-87 is maybe fair - considering Drew will never sell so they won’t get 100%

@RonShamgar You’re happy with a ~ 77c outcome for this one Ron ?

Humm board days are numbered This is not the way to treat shareholders We support the takeover of $HUM (held) by $CCP 👇👇👇 afr.com/chanticleer/hu…

@RonShamgar “Growth stocks” have taken an absolute battering the last 8 months

Avoid small caps - buy blue chips !

@bigballscapital It’s the classic catching a falling knife Eventually will bottom and bounce

@RonShamgar 😀 Super funds are going to load at it... easy to justify? You know when every other investor is criticising it... time to buy? Bought back today on opex and oversold signals ;)

@StarDestr0yer Let’s hope their engineers don’t use the same calculations when building bridges 🤯

For me this is a graph crime .. $SYL.AX The blue line showing future growth should not be along the same trajectory as the black line. Continue to hold as I rate management and they have a great track record.

One company’s Administartion is another’s opportunity 👀 $AIM abc.net.au/news/2026-03-1…

@apb633 You mean verification by an Indian person in India ? abc.net.au/news/2026-03-1…

@RonShamgar I presume the federal courts need some kind of human verification of the transcripts for accountability. The regulation is possibly outdated and tricky, therefore prob better suited to focus on other customer use cases for now.

So Oz biz does $20m and $2m Ebitda $AIM could replace that revenue and say charge half so $10m and make $8m GM which most drops to Ebitda They should acquire it for $5-10m

@ryu_tay Hodlers for now

@RonShamgar You guys still hold?

VIQ Solutions' revenue of approx $40m and EBITDA of $5m. Excluding VIQ Australia, estimated revenue would be $20m EBITDA approx $3m. VIQ Solutions expects to streamline operations in its North America and the United Kingdom business to improve EBITDA in the year ahead.

$AIM should replace them asap 👀 afr.com/companies/prof…

@richreduk If I was him I wouldn’t leave a single share behind 🤣🤣

@RonShamgar I actually don't blame CEOs for doing this. If your stock has gone parabolic like most defence names have, once the thematic changes, your riches quickly disappear. Smart. I know the market hates it but it also sets up great opportunities for traders. #short 😂

$EOS director showing strong belief in the company 👀 $DRO 2.0 (Not held) 👇👇👇

@taian120 $25m for a home and divorce 👀🤯

@RonShamgar Divorces are expensive