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Farm Road Capital
Risk-averse, absolute-value investor
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Farm Road Capital Jul 9
Replying to @farmroadcapital
5/ A notable feature of recent acquisitions involving Meridian and Carecloud is the addition of new services. Investors should look forward to more sustainable growth as expands beyond RCM.
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Farm Road Capital Jul 9
Replying to @farmroadcapital
4/ After acquiring Meridian, management guided to 30% higher annualized revenues and 600bps margin improvement (from 12%). That management announced the margin improvement early in the integration process is a sign of confidence in cost reduction and a repeatable M&A playbook.
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Farm Road Capital Jul 9
Replying to @farmroadcapital
3/ Investors are only starting to recognize the value of playbook. The stock moved from $6.50 pre-Meridian in May 2020 to about $11.00 yesterday after a series of sell-side commentaries. MTBC’s market cap has finally exceeded $100m, which is likely to attract more investors
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Farm Road Capital Jul 9
Replying to @farmroadcapital
2/ has made plenty of progress since my previous article. It is executing its M&A playbook well. acquired Meridian Medical Management (a former GE Healthcare IT company) less than 6 months after its previous major acquisition of Carecloud.
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Farm Road Capital Jul 9
1/ The story of keeps getting better. It is proving its potential to compound capital in the long-term as an advantaged acquirer.
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Farm Road Capital retweeted
Daniel Schreiber Jul 6
So, has a secret power. I’ve never seen anything like it in my 25 years in tech. It’s the gift that keeps on giving, and I tell all here:
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Farm Road Capital Jul 3
Market timing is a futile exercise. Calling tops and bottoms is like chasing fool’s gold. Own great companies and hold through good times and bad.
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Farm Road Capital Jul 3
Replying to @WallStCynic
The school trains future WeWork founders, so that we would never run out of WeWorks to invest in
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Farm Road Capital Jul 2
Shorting the bubble basket like does
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Farm Road Capital retweeted
🦊 Jun 30
We're live! In preparation of 's IPO, a motley crew of writers and investors dug into the company's S-1. Amazing working with on this! /Thread
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Farm Road Capital Jul 1
Replying to @wolfejosh
Elon seems to be charging a hefty fee. About 100bps of coverage. Premium should be halved or lower at the $100m coverage level
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Farm Road Capital Jul 1
Replying to @CrowdedTradeCap
Investors are under-estimating the potential of in extracting excellent economics as the dominant provider of OS for TVs, and over-estimating the potential of competition to overtake .
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Farm Road Capital Jun 23
Replying to @farmroadcapital
5/ and over-estimating the potential of competition to overtake . Its track record of growth-oriented innovations and potential to eventually “tax” every channel on its platform will serve high returns to investors for the foreseeable future.
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Farm Road Capital Jun 23
Replying to @farmroadcapital
4/ chief competitive advantage is superior technology, built on a programming language designed by its founder and CEO. Investors are under-estimating the potential of Roku in extracting excellent economics as the dominant provider of OS for TVs
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Farm Road Capital Jun 23
Replying to @farmroadcapital
3/ will continue to capture the bulk of advertising budgets moving to CTV from linear TV ($70B industry vs Roku $1B revenue) as the largest CTV platform, enjoying a long growth runway.
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Farm Road Capital Jun 23
Replying to @farmroadcapital
2/$roku is the market-share leader in connected TV (CTV) with a 47% share, impressively beating 2nd-place Amazon (85x mkt cap) that has 40% share. grew topline by 3.5x and its share price by 7.5x in the past 4 years, despite going against mega-cap media peers.
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Farm Road Capital Jun 23
1/ David will win against the Goliaths in TV streaming
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Farm Road Capital Jun 10
He, who suffers more than necessary, suffers before it is necessary
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Farm Road Capital May 26
Every investor must seek to avoid loss, yet cannot avoid the risk of loss. To avoid loss is to prevent exposing the investment portfolio to appreciable loss of principal.
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Farm Road Capital May 20
Replying to @ROIChristie
Cut losses early, let profits run
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