Taking profit as they are buying too much growth without the necessary network effect that makes this make sense as with $ASAN. Will look to reload when margins have improved. Great growth trajectory, but too little cash to pull this off without dilution mid term.

Sharing this new resource I stumbled across from a newsletter. Free resources allow you to quickly pull up fundamentals comparison in Microsoft BI. Similar to Midgard finance, another great tool. https://businessquant.com/charting

https://commonstock.com/post/6a80032c-cb9c-4b67-a910-dd793ca90b19 by @johnnysharp

Did some more screens around this, and the following tickers are registering extremely low Price/Cash from completed SPAC perspective. Any takers out there for these? Write-ups or feedback welcome. All companies at less than 2-1 to cash ratio, some are under.

$LTCH - Fast growing arguably "tech" play at 30%+ under cash. Have read the CEO is a bit off via reviews. Is there a story here?

$NNDM - Additive manufacturing play trading 25%+ under cash. Why?

$SHPW - Similar to above, trading way below cash - seem to be collaborating with Desktop metal. Why the disastrous price - worst on the list? Well under cash.

$BLDE - Obviously a long way for VTOLs to really become a thing, but barely over cash value.

$HLGN - Unique approach to Solar.

$ROIV - Anyone understand this business?

$SPIR - Similar profile to $PL here.

$ASTR - Are reusable rockets going to be a thing? If so, these guys are a top 3 player and trading at cash.

$CURI - I've used the product and like it, although a lot of garbage on there, its value for the price.

$AESE - Cash pile trading at 63 cents on the dollar looking for target. Hit a home run on this last time it was setup similarly a year+ ago. Seen a few of these now. Do we just not trust the mgmt?

$ACHR - Seems like a Rivian-tier player in VTOL space. Can they get across finish line?

$SMFR - They seem to be struggling for a direction without Covid testing growth?

$EVLV - Does the technology here look realistic to take share from metal detectors?

$VLDR - Under cash value, but it's Lidar... seems too competitive.

Additionally filtered to throw out companies with a lot of inventor, property etc boosting cash balances, or without sales, or with a bunch of debt. Any ideas from this list?

https://commonstock.com/post/6e27110a-15fa-4c82-bda8-ab7652b44f6c by @johnnysharp

Not going to miss the chance to reload here. $PINS is attractive as @rihardjarc puts it here https://twitter.com/RihardJarc/status/1547924131600932864 -> $KIND has a better user growth profile, more blue sky (growth potential) and double+ the net cash on balance sheet (over 50% of mkt cap, no debt)

Useful visual thanks to Meritech. Plays in black, watchlist in brown. Gotta have a big reason to buy above or close to the line - and to watch for value traps below. $COUP $ASAN $PLTR $ESTC $CRM $HCP

Useful visual thanks to Meritech. Plays in black, watchlist in brown. Gotta have a big reason to buy above or close to the line - and to watch for value traps below.

Taking profits on $KIND, keeping small freeroll, upgrading to a full position on $Z with the proceeds.

Potential confirmation of technical reversal (bottom) today of highest growth names (most punished by inflation) versus commodity plays of the past 6-8 months representing a changing of trend. However, all have suffered greatly against the dollar the past weeks - patience will be required on that front.