$CYBHF Big board move.
CyberCatch adds defense expert Scott Tait (ex-US Navy, USS Zumwalt commander, Pentagon strategist) to Board of Directors.
Serious national security clout.
Strategic for gov/defense verticals.
Bolsters credibility. Opens doors.
Tait knows the corridors of power.
This isn’t just optics—this is alignment.
Watch this name.
Low float. Tight cap. Cyber tailwinds.
$AVID $PANW $SPY $CRWD
Happy new year ✌️ PITCHBOOK expects lot of tech sector private equity activity in 2024 ... we ourselves had a lot of stocks acquired out of our folio like $avid and $pgti in 2023. Continue in new yr the same blueprint we have used for almost 2 decades - good ROIC businesses, asset value/enterprise value disconnects, targets that market consensus overlooking but smarter owner operators might like (gamco PMV), and high growth sectors seeing positive earnings revisions - had one blow-up last yr and it was a bank, so goal this year is to understand that area bit better - Our secret sauce is not that secret - we read hundreds of annual reports and earnings transcripts every year, the proof is always in the pudding and allows easier differentiating b/t soft and hard catalysts! $spy
$AVID Icelandic State Broadcaster RÚV Upgrades Production Capabilities with New Avid | Stream IO
https://www.stocktitan.net/news/AVID/icelandic-state-broadcaster-ruv-upgrades-production-capabilities-wu682wgrlfju.html
$AVID likely back into public markets a few years from now - was a nice ride but 222m debt on books limited FCFE - has nice entrenched base in hollywood - not sure how much g&a and r&d PE owner cuts out though - will be watching
$AVID: AVID: Avid Tech announces the completion of its acquisition by an affiliate of STG in an all-cash transaction valued at approximately $1.4 billion https://www.briefing.com/in-depth-analysis/content/article?ArticleId=IN20231107090948AVID
$AVID is expected to show quite a strong growth in Earnings Per Share. In the coming 5 years, the EPS will grow by 18.30% yearly..
https://www.chartmill.com/stock/quote/AVID/technical-analysis?key=d21036ac-b2e5-4c60-8daa-3eb50b367cb7&utm_source=TRADINGSETUP&utm_medium=stocktwits&utm_campaign=TA&utm_content=AVID
