The pitch®

Better Collective (BETCO) Q2-2025 Earnings Review

NOTE: This update serves as a follow-up to the initial write-up posted a few months ago.

Aug 21

Dataproces Group (DATA): GovTech Built on Fiscal Friction

Note: This is a micro-cap stock (MCAP of DKK ~210m) with limited liquidity (ADTV of DKK <1m), which may result in higher volatility, wider spreads, and…

Aug 16

Loomis AB (LOOMIS) Q2-2025 Earnings Review

NOTE: This update serves as a follow-up to the initial write-up.

Jul 25

Loomis AB (LOOMIS): The Mispriced Tail of Cash

Loomis currently trades at 4.0x EV/EBITDA (2027E) and offers an annual unlevered FCF yield of ~13–15%. Our framing is simple: if Loomis manages to grow…

Jun 26

Better Collective (BETCO) Q1-2025 Earnings Review

NOTE: This update serves as a follow-up to the initial write-up posted a few weeks ago.

May 22

Better Collective (BETCO): A Synthetic Annuity with Embedded Growth

TLDR: Better Collective (BETCO) is a founder-led, capital-light digital media platform that earns a royalty-like stream on global sports betting…

May 10

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