Probably not a sale candidate (yet), but a double or more if and when it happens.
I’ve been debating writing this company up for the premium site for a while. On a risk/reward basis, this company is my favorite idea: it’s in a sector I know and love, it’s a huge beneficiary of COVID / work from home, and I think the stock is screamingly cheap.
However, the company is rather levered, smaller, and has been written up elsewhere a few times, so I’ve been hesitant to put them on the premium blog. However, recent events have changed that: an unlikely potential catalyst has emerged, and if it comes to pass shares could easily more than double in a very short time frame. Given that, I felt it would be a disservice not to write them up.
Plus, I’ve written so many ideas this month I figured you wouldn’t hold it against me if I added one more that had already been written a bit elsewhere!
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