Sublime
An inspiration engine for ideas
More firms are incubating companies as early-stage valuations rise.
A few successes:
• Snowflake ($49B mrkt cap) by Sutter Hill Ventures
• Affirm ($6B mrkt cap) by HVF Labs
• Hims & Hers ($1.3B mrkt cap) by... See more
Terravest Industries $TVK.TO
• Boring industry
• Highly synergistic M&A strategy
• Intelligent pivots to adjacent vertical markets
• Superb capital allocation with high insider ownership https://t.co/So3ILw6Qai
Every so often, small caps go no bid and interesting opportunities surface.
Take $ENZ as example. They recently sold their cash burning clinical lab business for $105m.
The pf financials show that remainco had cash of $107m and BV of $100m as of April. https://t.co/txTnX3FFp9
Yaron Naymarkx.comADARA VENTURES - We help create a path
adara.vc
Talen Energy $TLNE has so far been a textbook out-of-bankruptcy play. Came out of the gates cheap, trading OTC (hence uplisting catalysts as well), no coverage, industry tailwinds, plus it helped this wasn't a micro-cap. Uplisting is now expected around Q2/3.
We highlighted this one often in our TMM, our regular... See more
Sivo | The future of finance is embedded
sivo.com
TerraPraxis
terrapraxis.org
Escape Velocity
ev3.xyz