Beaverdam Capital
@beaverdamcap.bsky.social
Dam good investing. Finding cash flow streams others overlook.
It's a damn shame to witness such buffoonery in the Oval Office.
March 1, 2025 at 11:01 PM
It's a damn shame to witness such buffoonery in the Oval Office.
Good tsar, bad boyars.
"Someone tricked him into doing this!"
"Someone tricked him into doing this!"
March 1, 2025 at 10:59 PM
Good tsar, bad boyars.
"Someone tricked him into doing this!"
"Someone tricked him into doing this!"
90s country hits hard. Peak male love ballad decade.
November 18, 2024 at 4:32 PM
90s country hits hard. Peak male love ballad decade.
All are likely an uphill battle.
November 18, 2024 at 4:29 PM
All are likely an uphill battle.
Booz, Leidos, SAIC, CACI, etc. certainly have a new risk.
November 15, 2024 at 12:41 AM
Booz, Leidos, SAIC, CACI, etc. certainly have a new risk.
Mine is eDreams $EDR.MC. Spain-based OTA strong in Europe. Transitioning from transaction to subscription model. Set to hit FY25 targets (set in FY21). Doubling FCF from FY24-FY25 to > €90M. Projecting 30% FCF CAGR next five years. Trading at a ~10% FY25 FCF yield.
November 15, 2024 at 12:27 AM
Mine is eDreams $EDR.MC. Spain-based OTA strong in Europe. Transitioning from transaction to subscription model. Set to hit FY25 targets (set in FY21). Doubling FCF from FY24-FY25 to > €90M. Projecting 30% FCF CAGR next five years. Trading at a ~10% FY25 FCF yield.