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AK

@earningsb4hugs.bsky.social

Mgmt consultant turned Investor | Micro & Nano caps | Doing this along with my day job & being a dog dad | I write my stock picks in my substack unfairadvantagecapital.substack.com

Posts Replies Media

AK @earningsb4hugs.bsky.social · 13/05/2025

$ACFN getting a lot of good price action lately. Set up is simple - Mgmt decided to go with razor - blade model. 40% of total is recurring revenue, which hits at 80%+ gross margin. with <1% churn. Insiders own a good chunk too. unfairadvantagecapital.substack.com/p/acorn-ener...

unfairadvantagecapital.substack.com

ACORN Energy - $ACFN - A niche industrial microcap

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AK @earningsb4hugs.bsky.social · 13/05/2025

$BRRE vs $AXR - The set up looks the same. Land bank getting liquidated. One in Poconos and other in New Mexico. But I think $AXR set up is better - mgmt is more focused on selling land, returning cash. Better reporting and from what I can tell - cheap!

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AK @earningsb4hugs.bsky.social · 12/05/2025

Blonder Tongue Labs $BDRL - This frog will either become a prince or just croak. Smallest company in my PF. 75 year old company, Public for 30 years but priced for bankruptcy open.substack.com/pub/unfairad...

open.substack.com

Blonder Tongue Labs $BDRL - This frog will either become a prince or just croak

75 year old company, Public for 30 years but priced for bankruptcy

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AK @earningsb4hugs.bsky.social · 05/03/2025

New to Bsky. Anyone following CTL Pass Through Trust? $CTTPL on OTC markets. Would love to share notes. Feel like NLOP playbook.

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