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Alight: A Highly Durable Business With Long-Term Potential
A high-quality de SPAC inflecting upwards in terms of growth and profitability; expect multiples to re-rate higher (in line with peers) if management can execute their transformation
Zippy Capital
Feb 20
7
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Alight: A Highly Durable Business With Long-Term Potential
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CreditRiskMonitor: Play Defense with this Counter Cyclical SaaS Company
Illiquid microcap company with accelerating demand, a new product launch and improved profit margins moving forward; $4/share target (60% upside)
Zippy Capital
Jan 18
5
4
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CreditRiskMonitor: Play Defense with this Counter Cyclical SaaS Company
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Table Trac: My Favorite Idea
Nanocap software company with accelerating revenues (+66% LTM, record backlog), solid tech, terrific unit economics (~70% incremental EBITDA margins…
Zippy Capital
Dec 4, 2022
10
3
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Table Trac: My Favorite Idea
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Delta Apparel: Growth At An Unreasonably Cheap Price
While its stock trades at a fraction of market multiples, DLA is well-positioned to sustain double-digit earnings and FCF growth rates for the next 5…
Zippy Capital
Feb 4, 2022
2
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Delta Apparel: Growth At An Unreasonably Cheap Price
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Table Trac: A Nano Cap Software Company At An Inflection Point
Founder-led casino software maker with recurring revenue, low churn and long growth runway
Zippy Capital
Aug 3, 2021
3
2
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Table Trac: A Nano Cap Software Company At An Inflection Point
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Mostly Microcaps
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By Zippy Capital
· Launched 2 years ago
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