Sep. 24 at 3:15 PM
$SWAG My largest position backed up the truck, biggest anomaly between valuation and price i've found in 2 years. 33 Mil mkt cap, 120 mil rev run rate, 20 mil cash offering strong downside protection with no debt, just turned profitable, zero institutional coverage, 30% annual growth 4 yrs running, 10% organic growth, recent completion of new audits for clean slate no reg risks. 1 or 2 more qtrs with 100 mil + rev run rate and this stock is going to hit the radar of the small institutional buyers and rerate to at least 1 x sales, which is
$7 per share. Lets go...
