[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Lee Roach [@leevalueroach](/creator/twitter/leevalueroach) on x 6073 followers Created: 2025-07-23 14:09:23 UTC These illiquid microcap stocks are the best. I invested in one about a month ago. It had a XX% dividend yield. Two of the three segments were firing on all cylinders. These segments are growing 15-20% per year and spitting out XX% EBITDA margins. If they were spun-off into standalone companies you they would be worth the entire enterprise value, maybe more. The other segment is considered a dying industry. It is the segment this company started with. The market has historically classified this company as dying company, a melting ice cube. But that is far from the truth. And all you need to do to figure that out is to read the annual report, which it appears most do not. The setup on this stock was pretty interesting. The company was kicked out of one of the Russell indexes. Given the liquidity issues, the stock price collapsed. Down something like XX% in a one year period. Mr. Market was telling everyone the value of the company was worth XX% less today than it was the month prior. But this was far from the truth. If you read the recent earnings calls, anyone with an IQ higher than XX could come to the conclusion that 2025 was going to be a growth year. Management was telling the market their two growth segments were killing it and the "dying" segment was still chugging along, spitting out a ton of cash. In addition, the management team recently launched a new business where they are targeting minimum $XX million revenue stream with XX% operating margins. But here is the icing on the cake. The company's dying segment is going through a deregulatory cycle. If the FCC removes station caps, this company could consolidate the small towns they operate in and really drive operating margins higher. They could have local monopolies and really clean up. I was planning on writing up the stock for my newsletter but the stock price shot up after the index selling was done. XX% increase in a month. But here is the neat thing. Over the past week, the stock price has collapsed again and it is trading near where I bought the company at originally. Mr. Market decided that he did not like the stock, yet again, and is giving me a nice fat pitch to reload and churn. This just goes to show the value of following these small issuances and the power of knowing a handful of names like the back of your hand. A few times per year you will get pitched a fat one by Mr. Market. And if you have done the research and are ready to make a purchase decision, you can do very well for yourself. XXXXX engagements  **Related Topics** [dividend yield](/topic/dividend-yield) [stocks](/topic/stocks) [cash flow](/topic/cash-flow) [Post Link](https://x.com/leevalueroach/status/1948022636430180739)
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Lee Roach @leevalueroach on x 6073 followers
Created: 2025-07-23 14:09:23 UTC
These illiquid microcap stocks are the best. I invested in one about a month ago. It had a XX% dividend yield. Two of the three segments were firing on all cylinders. These segments are growing 15-20% per year and spitting out XX% EBITDA margins. If they were spun-off into standalone companies you they would be worth the entire enterprise value, maybe more.
The other segment is considered a dying industry. It is the segment this company started with. The market has historically classified this company as dying company, a melting ice cube. But that is far from the truth. And all you need to do to figure that out is to read the annual report, which it appears most do not.
The setup on this stock was pretty interesting. The company was kicked out of one of the Russell indexes. Given the liquidity issues, the stock price collapsed. Down something like XX% in a one year period. Mr. Market was telling everyone the value of the company was worth XX% less today than it was the month prior. But this was far from the truth.
If you read the recent earnings calls, anyone with an IQ higher than XX could come to the conclusion that 2025 was going to be a growth year. Management was telling the market their two growth segments were killing it and the "dying" segment was still chugging along, spitting out a ton of cash. In addition, the management team recently launched a new business where they are targeting minimum $XX million revenue stream with XX% operating margins.
But here is the icing on the cake. The company's dying segment is going through a deregulatory cycle. If the FCC removes station caps, this company could consolidate the small towns they operate in and really drive operating margins higher. They could have local monopolies and really clean up.
I was planning on writing up the stock for my newsletter but the stock price shot up after the index selling was done. XX% increase in a month. But here is the neat thing. Over the past week, the stock price has collapsed again and it is trading near where I bought the company at originally. Mr. Market decided that he did not like the stock, yet again, and is giving me a nice fat pitch to reload and churn.
This just goes to show the value of following these small issuances and the power of knowing a handful of names like the back of your hand. A few times per year you will get pitched a fat one by Mr. Market. And if you have done the research and are ready to make a purchase decision, you can do very well for yourself.
XXXXX engagements
Related Topics dividend yield stocks cash flow