RT Gareth Jenkinson (@gazza_jenks)It's fascinating that some of the biggest Bitcoin advocates changed their investment thesis this cycle.Bitcoin bulls like @fundstrat @CryptoHayes and @Matt_Hougan are active proponents for Ethereum, Solana, Zcash and other tokens/protocols.The WHY is fascinating. 👀👇@rkbaggs and I caught up with @BitwiseInvest's Hougan this week.He broke down why:🥇 Bitcoin will outperform Gold and hit $25-$50T mcap💸 Ethereum & Solana will power stablecoin and tokenizationCatch the full conve ...

Omni Lite Industries Canada Conference Call Summary Company Overview - **Company Name**: Omni Lite Industries Canada Inc. - **Market Capitalization**: $20 million USD - **Shares Outstanding**: 15 million - **Annual Revenue Rate**: Approximately $15 million - **Stock Symbols**: OML on TSXV and OLNCF on OTC - **Core Business**: Manufacturer of precision aerospace and defense components, consolidator of aerospace and defense technologies [2][3] Key Developments - **Acquisitions**: - Acquired Monsite Corp in 2018, expanding into defense electronics [2] - Acquired DPCast in 2022, adding investment casting technology [3] - Acquired ECOMP in 2025, a distribution channel for specialized defense electronics [3] - **Technological Milestones**: - Qualified complete fastener system components for Boeing and Airbus in 2024 [3] - Developed a gallium nitride (GaN) switch driver with applications in air defense [3] Investment Thesis - **Three Pillars**: 1. Positioning in a robust aerospace and defense industry [3] 2. Leverageable platform for operational efficiency [3] 3. Scalable platform through acquisitions [3] Market Dynamics - **Commercial Air Transport**: - Rebounded beyond pre-COVID levels, indicating strong demand for air travel [4] - Despite challenges like the 737 Max crashes and COVID-19, the outlook remains positive [5] - **Defense Market**: - Growth potential exists in well-funded niches aligned with security and threat deterrence [5] - The manufacturing landscape is dominated by large manufacturers facing skilled labor shortages [6] Business Model - Focus on qualifying products for long-term programs, leading to recurring revenue streams [7][8] - Approximately 70% of revenue from aerospace and defense, with a balanced mix between commercial aerospace and defense [10][11] - Targeting precision components with limited competition to ensure higher margins [9] Acquisition Strategy - Targeting companies with $2 million to $10 million in revenue and $1 million to $5 million in EBITDA [12] - Ideal targets are those with strong reputations but lacking in business systems for profitability [13] - Aiming for a 25% EBITDA target and a 15% return on invested capital (ROIC) for acquisitions [13] Growth Projections - Targeting to double revenue every three to four years [14] - Anticipated growth from recent bookings, including a $5.5 million booking in Q1 [19] - New product wins expected to translate into significant revenue within 12 to 18 months [21] Challenges and Lessons Learned - The DPCast acquisition highlighted the risks of long-term pricing agreements that limit pricing flexibility [22][23] - Ongoing efforts to improve profitability and operational efficiency post-acquisition [24] Geographic and Market Considerations - The company is geographically diversified, with operations strategically located near customers [25] - Tariffs have a minimal impact on operations, manageable through commodity coding [26] Conclusion - Omni Lite Industries is well-positioned in the aerospace and defense sectors, with a clear strategy for growth through acquisitions and operational efficiencies. The company is focused on niche markets with high margins and is actively pursuing new opportunities to enhance its revenue streams.

New investment thesis:Find the names of the people in this photo and the companies they’re now building, then allocate proportionally.1) Jeff, HyperliquidWho are the others? Internet, do your thing. https://t.co/o0Angu0PAE ...

a few times a year on here you get gifted an extremely cogent investment thesis from crypto twitter from people who have spent way more time than you doing research on an individual name$GLXY is still a layup trade from here https://t.co/OFfOcV7AByDuncan (@FloodCapital):Here is the case for >$250 $GLXY in the next 3-7 years. Everything is lining up for them, fundamentals, the chart, and massive macro trends.Over $124 trillion in wealth is set to be passed down to the younger generations through now till 204 ...

Investment Thesis - The investment thesis is described as simple [1] - The core of the investment thesis revolves around the perceived work ethic of a specific demographic [1]

my investment thesis for this barely functional offchain database is that a rich Chinese guy tweets about it on Twitter ...

Market Sentiment - A trader previously lost a significant amount of money (7 figures, implying millions of dollars) on the same investment idea that is now proving profitable [1] - Being early in an investment thesis can be as detrimental as being completely wrong [1]

Investment Timing - Being too early in investments can be challenging [1] - A correct investment thesis may take time to gain popularity and attract capital [1] - Price action may lag in confirming the validity of an investment thesis [1]

Investment Thesis - The industry believes fiat currency is trending towards zero value [1] - The industry anticipates scarce assets will likely outperform other assets [1]

RT José Rojas (@RedJoseRojas)Forget your CFA shit, this is how you build a strong investment thesis. ...