It’s time to say goodbye to the noise.
Introducing Tracked Dev Highlights
- Track individual dev wallets on Trenches feed
- Highlight in any color
- Get in notable launches faster than ever before
Only on Terminal.
hedge fund investment thesis: Company is mispriced as a cyclical at 6.9x EV/EBITDA despite a mix shift into higher-margin aftermarket revenue; we model FY27E EBITDA 15% above consensus at ~4:1 risk/reward.
telegram gc investment thesis: