Dave.wg

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Dave.wg

Dave.wg

@dave_wg

Creator, Traveller, Investor - Growth Stocks, Disruptive Tech, AI. Join me in my Investment Journey.

British Columbia, Canada Katılım Mart 2019
1.5K Takip Edilen868 Takipçiler
Dave.wg
Dave.wg@dave_wg·
As global populations rise and clean water becomes harder to source, the technology to measure and save it becomes exponentially more valuable.
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Dave.wg
Dave.wg@dave_wg·
Comparison to Energy and Space ​Vs. Energy: Water is less volatile. While energy prices swing wildly based on oil production or battery breakthroughs, water demand is extremely stable. It is considered a "defensive" growth play. ​$BMI
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Dave.wg
Dave.wg@dave_wg·
ESG and Institutional Investing Large institutional funds are increasingly directed toward "Impact Investing." Water fits perfectly into ESG mandates, providing a steady flow of capital into the sector that may not be available to more volatile industries. $BMI
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Dave.wg
Dave.wg@dave_wg·
The "hot" aspect right now is the "digitization" of water. Companies are moving toward Software-as-a-Service (SaaS) models where utilities pay for data analytics to predict pipe bursts before they happen, which is where companies like Badger Meter are focusing their growth. $BMI
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Dave.wg
Dave.wg@dave_wg·
Recent government initiatives, such as the U.S. Bipartisan Infrastructure Law, have allocated billions specifically for water safety and efficiency. The Digital Transformation (Water 4.0) The water industry has historically been slow to adopt technology. $BMI
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Dave.wg
Dave.wg@dave_wg·
$BMI Badger Meter operates within the Smart Water Management and Flow Instrumentation industry. Specifically, they focus on flow measurement, quality monitoring, and control solutions for municipal water utilities and industrial customers.
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Dave.wg
Dave.wg@dave_wg·
In North America and Europe, much of the water infrastructure is 50–100 years old. Estimates suggest that trillions of dollars are needed globally to repair leaking pipes and modernize systems. $BMI
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Dave.wg
Dave.wg@dave_wg·
Increasing droughts and shifting weather patterns are forcing governments to treat water as a finite, high-value asset rather than an infinite utility. This drives massive investment in conservation technology. Aging Infrastructure and the "Funding Cliff" $BMI
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Dave.wg
Dave.wg@dave_wg·
Water is frequently described as the "Blue Gold" of the next decade. Here is why it is gaining momentum: Scarcity and Climate Change Unlike energy, for which we have multiple alternatives (solar, wind, nuclear), water has no substitute. $BMI
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Dave.wg@dave_wg·
3. ​Treatment & Desalination: Large-scale infrastructure used to clean wastewater or turn seawater into potable water. ​Is Water the Next "Hot Theme"? ​While energy and space often capture headlines due to rapid technological breakthroughs or geopolitical shifts,
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Dave.wg
Dave.wg@dave_wg·
1. ​Smart Metering (AMI/AMR): Transitioning utilities from manual reading to automated systems that provide real-time data on consumption and leaks. 2. ​Water Quality & Monitoring: Sensors and software that detect contaminants or monitor pressure within a city's pipe network.
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Dave.wg@dave_wg·
As global infrastructure ages & resources become scarcer, the Water Theme is increasingly viewed by analysts as a critical, longterm secular trend. The Water Industry: Key Segments ​The industry is generally divided into 3 main areas,with BadgerMeter sitting primarily in first 2
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Dave.wg retweetledi
StockzOnTap | Liberty & Markets
StockzOnTap | Liberty & Markets@StockzOnTap·
Badger Meter $BMI is down 55% from all time highs. Debt: $0 Cash: $205M Dividends: 33 years of consistent increases Valuation reset... P/E: 47x to 24x (peer average 18x) EV/EBITDA: 31x to 19x (peer average 15x) In a sector heavy with debt, $BMI pristine balance sheet deserves a premium.
StockzOnTap | Liberty & Markets tweet media
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Durable Value Creators
Durable Value Creators@DurableCreators·
Quick thoughts on $BMI Q1 call Mgmt adamant that sales declines are mainly a timing issue - projects don't get cancelled, only pushed right Company is winning share - 7 of 9 recent project wins were full or partial competitive conversions - meter/ meter + networking/networking
Durable Value Creators tweet media
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le Petit Actionnaire
le Petit Actionnaire@LP_Actionnaire·
L'une des prochains secteurs à exploser à la hausse, à mon sens, est celui de l'eau... Mais pas uniquement la gestion, le transport et la distribution d'eau potable ! 🔎 | Car "l'eau" c'est aussi la gestion des eaux usées (fosses septiques et/ou égouts), la gestion des eaux non potables (pluie). Ou, encore, les "technologies de l'eau". Des secteurs encore globalement délaissés par le grand public. Des secteurs, mêmes, qui auraient tendance à faire office de "repoussoirs" pour certains... 🎯 | Mais aussi, des secteurs qui m'intéressent fortement pour les années à venir !
le Petit Actionnaire@LP_Actionnaire

🛒 | Badger Meter | 🇺🇸 | +4 ▶️ 22 ▫️Publication de T1 décevante pour le spécialiste, notamment, des solutions de mesure des fluides (dont l'eau). Il était annoncé depuis trois mois que le S1 2026 serait "creux". La société s'attendant à un rebond (du fait d'un calendrier de projets décalé dans le temps). Celui-ci est bel et bien présent, et même quelque peu accentué par la faiblesse inattendue des ventes à court terme. Badger Meter reste néanmoins un acteur majeur dans son secteur et profite de cette période creuse pour renforcer ses activités, en particulier dans la gestion des égouts... C'est moche, ça pue, mais ça rapporte. Je conserve donc toute confiance dans ce titre pour les années à venir !

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WG
WG@WellGroomedInc·
$VGNT extremely undervalued, can be another spinoff which performs like $GEV and $SOLS
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Michael Wiggins De Oliveira
Michael Wiggins De Oliveira@MichaelWigginsO·
$RBRK Despite all the fear surrounding the so-called SaaSpocalypse, the setup here is undeniable. Market fear comes and goes, but fundamentals drive the stock over time. $RBRK continues to grow at a remarkable pace, finishing fiscal 2026 with 42% y/y revenue growth and guiding for 25% growth in fiscal 2027, which is probably highly conservative given Rubrik’s history of massively beating guidance. At the same time, the business is demonstrably scaling profitability. Case in point, Free cash flow jumped from $22 million to $238 million in just one year, and even a modest step up in margins could take free cash flow toward $300 million or more. Look, paying 38x free cash flow, for +25% growth leaves this stock too mispriced. For that reason, I continue to maintain my view that RBRK is headed toward $120 by early 2027 (calendar year), driven by accelerating free cash flow generation. Read more below:
Michael Wiggins De Oliveira tweet media
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Ophir Gottlieb
Ophir Gottlieb@OphirGottlieb·
$RBRK wow this is a +20% type of report (barring macro/war stuff) 1/
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📐triANGLE INVESTOR
📐triANGLE INVESTOR@capnek123·
Cameco $ccj #uranium supply assurance. Video clip from my newly recorded interview with Rick Rule, where he talks about Cameco. Full interview will be out on Monday!
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Roger
Roger@rdd147·
Summary of Tesla $TSLA earnings call (1) we eliminated $8,000 addon option for FSD, so vehicle margins will drop ie… our vehicle margins are about to tank from record high metal and lithium prices as well as import tariffs (2) our home and industrial battery margins are going to tank from above mentioned issue and competition (3) our vehicle sales numbers are going to tank (4) we’re eliminating vehicle production at Fremont Factory and… (will announce temporary layoffs as we transition to Optimus Factory, but that will become permanent 6 months from initial layoff) (5) we’re investing in xAI (6) Capex is about to go nuts from added tariff and metals cost (7) We’re going to be forced to do share sales since we will no longer be profitable.
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