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TheMoose
1.7K posts
TheMoose
@excag
Former Arb - 25 yrs trading! Family, Fitness and Finance rule my days!
Katılım Haziran 2009
1.6K Takip Edilen1.6K Takipçiler
YATRA Q4 FY26 Concall updates:
1️⃣ YATRA FY26 was the MOST PROFITABLE year in company history despite geopolitical disruptions impacting ~3 months of the year.💡
FY26:
• Revenue: ₹10,065 Mn (+27%)
• Gross Margin/RLSC: ₹4,824 Mn (+24.5%)
• Adj EBITDA: ₹917 Mn (+37.5%)
• EBITDA: ₹855 Mn (+53%)
• PAT: ₹468 Mn (+28%)
PAT would have been ₹506 Mn excluding one-time wage code impact.
Mgmt:
“Underlying travel demand trends remain intact.”🔥
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@MithunSarkari $YTRA in the US trades at nearly a 100% discount to India.
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9️⃣ FINAL CRUX
The key takeaway from this concall:
Yatra is transitioning from a cyclical OTA into a sticky enterprise travel + hotel distribution platform with:
→ Improving margins
→ Better business mix
→ Strong operating leverage
→ Rising cash generation
→ High customer retention
Cash flow from operations jumped:
₹73 Mn → ₹761 Mn in FY26.
Roce tgt from 6-7 to high teens in next 3-4 years 🔥
Near-term macro noise impacted Q4.
Costs up due to Technology hiring, sales team expansion and AI automation investments.
But structurally:
• Corporate engine is strengthening
• Hotel/API business is scaling
• Margins are improving
• Deferred travel demand could aid FY27 recovery
That’s the real story.
Must track 📝
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Buffett down to No. 14 on the world's richest list... $143 billion
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@ragingbullcap Well said and surprising coming from a deep value guy!
💯👆
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"The “1000x sales/adjusted EBITDA bridge” crowd is trying to analyze a moonshot with a quarterly earnings model…"💯
While the SpaceX valuation and prospectus is obviously ridiculous in places, it's similarly ridiculous to think applying a multiple on trailing financials is revealing anything insightful about what this entity is worth or where it should trade. Like I don't know guys, having an early mover and cost of capital advantage in building out an integrated space ecosystem sounds like it *could* be pretty valuable in the future?
We're decades into some of the best performing equities in history defying the implications of this mental model - from being perennial cash burners early on to unprecedented cash printers - and value investors continue to stubbornly misapply steady-state modelling heuristics and miss huge opportunities; the question, as always, is what the ROIC on that burn might be. To be clear, zero opinion on whether this equity works at this price and I won't be touching it, but its hard to make a lazier analytical observation about an early stage company with vast and long-dated ambitions than "it's not profitable". $SPCX
A Capital@ACapitalLP
$SPCX I will say this: people underestimate how hard it is to be truly innovative under the microscope of quarterly earnings and armchair analysts. There’s a reason companies get taken private to execute turnarounds: management stops catering to the quarter-by-quarter crowd. For a company as revolutionary as SpaceX, staying private is one path. The other is having a founder with enough goodwill and credibility that public market shareholders effectively give him permission to think in decades. That’s the part people miss with Elon. He can operate in public markets with a private-company time horizon. The “1000x sales/adjusted EBITDA bridge” crowd is trying to analyze a moonshot with a quarterly earnings model…
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Feels like a fun vibe to me… someone invite me next time!
E@ElijahSchaffer
Dallas, Texas is quickly becoming unlivable with the Indian invasion
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TheMoose retweetledi
A Seattle judge said
we couldn't show the faces of
the 33 Antifa & anti-Israel radicals
who caused over $1 million in damage
to the brand new engineering building at UW in May.
So here are their faces & names:
Tayler Hart
Max Rulff
Zachary Wallaced-Wells
Jade Wu,
Jessica Schutz
Luisa Ortega Subdiaz
Ginger Newberry
Kimaya Mahajan
Gina Liu
Lea Keating
Akira Junyaprusert
Anna Hattle
Julia Fraczek
Cade Jackson
Jonas Piper
Ty Park
Lucy Zern
Tasbeet Iman
Ricardo Colon-Galvez
Roberta Collison
Ella Tunduwani
Zainab Chattha
Riley Centerwall
Catherine Brown
Brett Anton
Claire Berger
Yasmin Ahmed
Yafate Yared
Geneveve Konijisky
Finn Brown
Bailey Keen
Lucas Nichols-Mcauslan and Sam Sueoka.
It was all a matter of public record
long before the judge made the ruling.
KOMO News made this handy collage.
Please share
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**Hey excag**, Sunshine Biopharma ($SBFM) has done **5 reverse stock splits** since 2019:
- Feb 2019: 1-for-20
- Apr 2020: 1-for-20
- Feb 2022: 1-for-200
- Apr 2024: 1-for-100
- Aug 2024: 1-for-20
They've also raised capital multiple times via public offerings and registered directs (including a recent ~$6M unit offering in May 2026), which has led to significant share dilution. These moves are common for small biotechs trying to maintain Nasdaq compliance.
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@ZeeContrarian1 Took me decades to think in percentages and not dollars!
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UAE says new pipeline that will bypass Strait of Hormuz is nearly 50% complete cnbc.com/2026/05/20/uae…
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@Uzocapital Sounds like the same ole' story every time! Did they fire the CEO yet? That will get this pig flying! $PLBY
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$PLBY - inflection is here + thesis on track. now EBITDA +ve, positive commentary on: Honey Birdette, licensing pipeline (gaming / Playboy club), upside to Byborg minimum guarantees....stock up a today / MTD but this is a blip on the chart - multi-bagger returns await imo.
Uzo@Uzocapital
New "Who Am I?" write up is out on $PLBY. Link in Bio ignored: no pitches anywhere for 2 years, -98% from the highs. Iconic consumer brand at $100m. Moved from Distressed => cash generative post debt restructuring + massive licensing deal.
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Note to burned-out Canadian workers: gap years aren't just for high schoolers anymore. macleans.ca/economy/the-ri…
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@kshaughnessy2 $SBFM would trade at 36,000 before all the R/S and dilution!
I think it's up for a world record!
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Monday’s Crime in Real Time
$SBFM
Float is 5 Million Shares
212 Million Shares “traded” by 8:35am on 5/18/26
“They announced a 6m cap raise on May 12 that if completed would raise float to ~10-13m if completed..
Even at 12m this volume is nothing but massive wash event”
- @FlyEaglesFly529
$VRAX
Float is 20 Million
175 Million Shares “traded” by 8:36am
Polish Assassin2.0@FlyEaglesFly529
$VRAX Washing machine up and running @kshaughnessy2 20m float 133m pre mkt volume
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🇺🇸🇨🇳 The more aggressively Washington tries to isolate China, the more it pushes Chinese talent, capital, and public opinion back toward Beijing.
Former CIA analyst Larry Johnson says this is what declining powers often do when they start feeling threatened.
“Instead of creating a desire on the part of the Chinese to cooperate, more and more Chinese want nothing to do with the United States.”
Chinese elites once dreamed of sending their kids to Harvard and Princeton. Now even U.S.-educated graduates are increasingly viewed with suspicion back home.
@newsonof
Mario Nawfal@MarioNawfal
🇺🇸🇨🇺 The U.S. reportedly sent the CIA Director to Havana with a message: cooperate with Washington or remain isolated. Former CIA analyst Larry Johnson says the whole adversaries in the Western Hemisphere framing is mostly political theater. “I can't even play devil's advocate for this.” Cuba isn’t a major strategic threat. The real objective is making sure the next Cuban government aligns with Washington’s interests. @newsonof
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$MBOT - "Our first interview with a surgeon who has used the LIBERTY went from us asking how good it is to the surgeon telling us how bad it is."
White Diamond@WhiteResearch
We Interviewed Some of the First Surgeons to use Microbot Medical’s LIBERTY Endovascular Robotic System, And It’s Clear That It Will Be A Commercial Failure – $1 Price Target Microbot Medical $MBOT has one product, the LIBERTY Endovascular Robotic System, and it has recently begun its full launch. Our research shows that it won’t sell well because it is an expensive, wasteful, unreimbursed device and doesn’t have any clinical benefits to patients. Our first interview with a surgeon who has used the LIBERTY went from us asking how good it is to the surgeon telling us how bad it is. “(The LIBERTY) is extra work, you could do the surgery yourself without the robot faster, with equal accuracy, and it’s gonna cost you an extra $3,000”, the surgeon bluntly told us. This surgeon also made the following statements: “and this is all anonymous, you know, because I don’t need the company getting pissed off at me….., but, um, you know, in its current form, I don’t know that it’s gonna impact our practice.” “And, and, you know, that’s, that’s the reality for an investor. That’s what an investor should know.” There’s no medical reimbursement for the LIBERTY. It costs hospitals an extra $3K-4K per procedure with the LIBERTY compared to doing the surgery by hand. Hospitals don’t make enough from these procedures to justify paying that much extra. The entire device is thrown away only after one use, even the bulky remote control and robotic drive unit. This is very wasteful. We also interviewed Dr. Charles Briggs from Tampa General Hospital, and he said he’s the only one there who really uses the LIBERTY out of the hospital’s 15 vascular surgeons. Briggs said he only uses the LIBERTY about once every week and a half. Because of its single-use design we can correlate infrequent use with weak sales. The LIBERTY is not ready to handle a full peripheral vascular procedure and is only compatible with the small caliber .014” guidewire, not the standard .018” guidewire. In the Needham Healthcare presentation on 4/15/26, MBOT’s Founder and CEO, Harel Gadot, stated that MBOT had $80M at the end of 2025, and will have a high $2.5M per month burn rate in 2026. That’s significantly higher than their historical monthly burn rate of about $1M, and gives them less than 3 year’s worth of cash runway. MBOT has plenty of cash for marketing the LIBERTY. However, on 4/10/26, MBOT filed to raise another $39M, which suggests there will be more dilution in the near future. Gadot was also the founder of XACT Robotics. XACT had a surgical robot similar to the LIBERTY, also used for vascular surgery, which was a commercial failure. In 2023, XACT ran out of money and shut down because it was unable to raise more investor capital. We see MBOT going down the same road. We have a $1 price target on MBOT, which we believe is generous, as the stock will likely be trading below cash value once it’s apparent that the LIBERTY is a commercial failure and the company will just be burning through its cash over the next few years. See full report here: whitediamondresearch.com/research/we-in…
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Finance Minister outsourced budget speech for $12K despite army of communications staff
The Liberal government continues to face backlash for spending large sums of taxpayer funds on consultants.
rebelne.ws/3Pn2hbl
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