Nov. 20 at 2:26 PM
$HTCR new investment thesis; with the business solely focused on GoIPO, any revenue will be extremely high margin. Cash and income will periodically explode relative to market cap when their pipeline of companies IPO. Since there’s no R&D and likely no M&A in the space, there will be relatively few opportunities to reinvest cash.
Result: this is an extremely high yield dividend stock. This means buying as low as possible and holding long is the best strategy. Buying after a deal is announced is a bad idea as low float will cause disjointed spikes in SP only to be followed by disjointed crashes after the next wave of dividends is paid. This is a long term buy and hold for me now as I anticipate dividends to be high relative to current SP
