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  1. #1
    Équipe Poker Collectif Samurai
    Avatar de Kidam
    octobre 2006
    16 357

    Annonce SecretCaps; une lettre d'investissement à découvrir


    Depuis la création de sa section Finance, PokerCollectif s’est lancé comme objectif de trouver du contenu de qualité pour ses membres afin de les aider dans la gestion de leurs finances personnelles ou dans leurs décisions d’investissement. C’est dans cette optique que nous débutons aujourd’hui, une nouvelle série sur les lettres d’investissement ou « newsletters » en anglais.

    Lisez l'article pour savoir ce qu'est une lettre d'investissement et pour en apprendre plus sur SecretCaps: SecretCaps; une lettre d'investissement à découvrir | Finance - PokerCollectif

    Pour ce qui est des 3 exemples d'investissement, les voici (en version originale anglaise).

    Par Tom Shaughnessy de SecretCaps

    (Example 1):

    SilverSun Technologies (SSNT) is an under the radar $20M microcap company with an impressive growth story. Headquartered in Livingston, New Jersey, SilverSun is a technology solution provider to small businesses offering a wide array of solutions ranging from electronic data interchange (EDI) software to enterprise resource planning (ERP) software.

    SilverSun’s growth has been impressive. Revenue in 2013 was up 32% and up 21% in the 1Q of 2014. Overall, revenue has increased 130% over the past four years. With a range of solutions and an accretive strategy to consolidate the market of Sage resellers, we believe this growth trend will continue. The company’s success has not been recognized by the market as SilverSun is valued far below its peers. This valuation disparity adds to SilverSun being an attractive investment opportunity prior to it being discovered.

    With a high level of insider ownership, management’s interests are aligned perfectly with shareholders. SilverSun’s key growth drivers range from the acquisition of accretive Sage resellers to the new ability to compete with industry giants such as SAP (SAP) and Oracle (ORCL) for bigger deals. The company is also targeting to move the mass amount of business documents between companies from the physical to the digital world with its MAPADOC EDI solution. With a conservative 30% revenue growth target Q/Q moving forward, SilverSun offers long term investors a very attractive investment opportunity.

    Overall, we are up considerably from our addition to SSNT at $0.06 and $0.18 as shares currently stand at $0.30. Our 20 page comprehensive report and CEO interview came before the company reported its best results in its 12 year history, with net income rising 350% in the first nine month of this year.

    Example 2:

    Direct Insite (DIRI) is a $6.5M microcap company we added to our portfolio earlier this week. With no direct competitor, the company's solutions are used by industry giants. With a massive total addressable market, uptake of DIRI's cloud-based e-invoicing solutions could send shares to $1-$2 from $0.50.

    Direct Insite's solutions are already utilized by a large expanse of global companies. Further, the company’s key offering, PAYBOX for Banks and Corporates is targeting an underserved $2.9B segment of the receivables market, and offers numerous benefits which will drive growth.

    Interestingly, the company only needs aa 2%-4% share of the target market, to see $25M to $50M in revenue annually and sport large upside potential. Adding to the investment thesis, DIRI has a sticky recurring revenue base amounting to 76% of revenue, large insider ownership, is debt-free, has $3M in cash and has a $27M NOL to shield against future taxes.

    In closing, DIRI is unknown to both Main St and institutions and there are no articles detailing the company.

    With a cost basis of near $0.50, DIRI currently stands at $0.80. Our report came before the company reported earnings, which included the signing of a global bank to their program - in line with our thesis, and the company’s plans to roll out their new offering. Our recorded CEO interview can be found here, and original report here.

    Example 3:

    Asure Software (ASUR) is a cloud-based workforce management software solutions provider based in Austin, TX. Founded in 1985, Asure is a $30M microcap company with an impressive growth story. The company is profiting by saving businesses time and money. This is accomplished by streamlining workforces and workspaces into highly productive engines.

    With thousands of clients and a global footprint, Asure is an established company, not a typical overvalued technology company based upon promises. Further, Asure has aligned itself with three major market trends to bolster growth - globalization, mobilization and technology.

    With a conservative revenue growth rate, Asure has the potential to reach $35-$40M in revenue and an EPS of $0.70 to $0.74 in EPS for FY15. This equates to 150% to 200% upside potential with an industry average 20x P/E ratio. To date, Asure is up 11% so far, and we have a cost basis of $5.19. Members can access our full 20-page report on the company, and our recorded interview with Asure’s CEO Pat Goepel here.

  2. #2
    Vétéran Avatar de Darrrk
    juillet 2008
    2 272

    Par défaut Re : SecretCaps; une lettre d'investissement à découvrir

    Je confirme que SecretCaps offre du contenu de très bonne qualité. J'ai pris mon abonnement le mois passé.

  3. #3
    Équipe Poker Collectif Samurai
    Avatar de Kidam
    octobre 2006
    16 357

    Par défaut Re : SecretCaps; une lettre d'investissement à découvrir


    Y'a un code et un lien dans l'article pour obtenir son 1er mois d'abonnement à 66% de rabais (voir dernier paragraphe du texte).

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