LTM - 0 WATCHERS

SEZL - Catch the Rising Tide Fast-growing (+67% YoY) player in the rapidly expanding Buy Now Pay Later (BNPL) space. Massive runway ahead as consumers increasingly select BNPL at checkout - boosting conversions for merchants and average order values. $SEZL focuses on underwriting consumers with minimal or poor credit history, …

It could very well be undervalued still but I want to highlight that the $73M net income is inflated by a tax benefit (haven’t looked into it but I assume it would be a valuation allowance release). They have LTM operating income of $54.5M which would lead to NOPAT of …

I would replace ROE with ROIC. And I’d use a forward-looking analysis (NTM), not a backward-looking one (LTM). I’d also assume at least 7-10% annual growth in revenue and earnings in the model.

Talos Energy - Miracle or Mirage Talos Energy is an independent exploration and production company headquartered in Houston, Texas, with a core focus on offshore oil and gas assets in the U.S. Gulf of Mexico and Mexico. The company was founded in 2012 by Tim Duncan, a petroleum and reservoir …

Kinda funny that the S&P 500 is up *less* than EPS growth. I didn't check a PE chart or anything, but LTM PE should thus be lower now than last year. Even before this minor correction it was up just slightly more. Meanwhile you can't escape the bubble talk these …