Archive - OpTrack.io’s Newsletter

March 2025 Positions Update

Batting Average consistent; Slugging Ratio WAY UP!

Apr 1 •

March 2025

Long | VMS SaaS Co | 15-20% Growth, 15x EBITDA, and A Likely Sale Process Could Fetch 50%+ Premium

Attractive Long-Term VMS Investment with a Potential Short-Term Catalyst

Mar 24 •

Long Matthews International (MATW)

Get the stock price up, or get fired

Mar 5 •

February 2025

February 2025 Positions Update

Hello OpTrackers,

Feb 28 •

Quick Idea Flash: Appfolio (APPF) | Insider Buying Signal!

Feb 27 •

Investors Should Be Cold on KULR Technology Group (KULR)

“Fugayzi, fugazi.

Feb 25 •

Tavia Acquisition Corp. (TAVI) | A Random Walk Through... Kazakhstan?

The Chronicles of A Mysterious Kazhak Oligarch in the US Capital Markets

Feb 19 •

Changing Course at Coursera (COUR)

Some Quick Notes on a CEO Change Situation

Feb 10 •

February 2025 | Position Updates

Coming out of a yearlong hibernation

Feb 7 •

April 2024

Position Updates (Long Overdue!)

Proving that when you follow the people, time is on your side

Apr 25, 2024 •

February 2024

Everbridge (EVBG) Case Study

The $1.5bn Take-Private We All Should Have Seen Coming

Feb 8, 2024 •

Long American Coastal Insurance Corporation (ACIC)

Betting on Dan Peed

Feb 6, 2024 •

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts