OpTrack.io’s Newsletter

March 2025 Positions Update

Batting Average consistent; Slugging Ratio WAY UP!

Apr 1 • 

OpTrack.io

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 • 

OpTrack.io

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Long Matthews International (MATW)

Get the stock price up, or get fired

Mar 5 • 

OpTrack.io

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February 2025

February 2025 Positions Update

Hello OpTrackers,

Feb 28 • 

OpTrack.io

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

Hi OpTrackers,

Feb 27 • 

OpTrack.io

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Investors Should Be Cold on KULR Technology Group (KULR)

“Fugayzi, fugazi.

Feb 25 • 

OpTrack.io

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

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

Feb 19 • 

OpTrack.io

3

Changing Course at Coursera (COUR)

Some Quick Notes on a CEO Change Situation

Feb 10 • 

OpTrack.io

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February 2025 | Position Updates

Coming out of a yearlong hibernation

Feb 7 • 

OpTrack.io

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April 2024

Position Updates (Long Overdue!)

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

Apr 25, 2024 • 

OpTrack.io

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February 2024

Everbridge (EVBG) Case Study

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

Feb 8, 2024 • 

OpTrack.io

2

Long American Coastal Insurance Corporation (ACIC)

Betting on Dan Peed

Feb 6, 2024 • 

OpTrack.io

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