Revelations Partners, LP is a single-family office investment firm. Opinions are our own and not investment advice.
Greenwich, CT
Joined June 2015
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Revelations Partners, LP retweeted
$OSW earnings beat on rev, adjusted EBITDA, and EPS.
Raised the low end of FY'26 guide:
Sales: 1.033-1.038 billion vs 1.018-1.038 billion
Adjusted EBITDA: 138-140 million vs 130-140 million
Increased the dividend by 25%
Issued a new $100M share repurchase (repurchased 1.4M shares in Q3)
Adjusted EBITDA margins continue scaling upwards, along with better services margin
Disclaimer: CGCM does hold a long position in
$OSW at the time of publishing this post.
Another potential mispricing opportunity?
This morning, we released our latest note on an asset that seems to consistently be a baby thrown out with the bathwater: OneSpaWorld ($OSW).
OSW is an asset-light spa operator that predominantly derives its revenue from cruise lines. Because of its super simple business model, many investors quickly overlook it and attach it to the alleged volatility of cruise lines.
However, this logic and perception that they suffer the same way is flawed. This has allowed us to exploit this mispricing multiple times over the last few years, and we believe it may be happening again.
See why OSW has a quiet but surprisingly misunderstood business model, even amid a consumer slowdown and recession fears, via the link below.
Disclaimer: CGCM is long OneSpaWorld (OSW).
cedargroveresearch.com/p/why…
Appreciate someone putting pen to paper on cannabis valuations and just not pie in the sky numbers that ignore the reality of the day.
I wonder if investors will one day look back in disbelief that people paid 39x earnings for $AAPL.
For all the bulls who were behind $GLAS I really haven't seen any commenting on the current decline in the stock here. Has the fundamental thesis changed for some reason or is this collapse just technical?
If anything is K-shaped today, it’s the college admissions landscape. Top schools have never been more competitive to get into, while at the other end of the spectrum, some schools are admitting students who haven’t even applied.
wsj.com/us-news/education/hu…
In conclusion, DEA asked the judge overseeing the hearing to “expeditiously recommend” that marijuana be transferred from Schedule I to Schedule III.
$MSOS
👀👀👀
NEW: Marijuana Moment obtained all final briefs filed by parties in the Drug Enforcement Administration's cannabis rescheduling hearing—with DEA pointing out that the opposition's own witnesses "supported the therapeutic use of marijuana in certain instances" and anti-reform groups expressing concerns about process, public health and safety.
marijuanamoment.net/dea-and-…
While $VREO.CN may not be the first company to pursue a roll-up strategy, the speed and breadth of its acquisitions are certainly unusual. A few years from now, we'll likely look back on this as either one of the greatest roll-up success stories or one of the most spectacular destructions of shareholder capital.
#cannabis
globenewswire.com/news-relea…
Hopefully the market starts to appreciate the attractive opportunity at $BFIT.
Basic-Fit Raised to Buy at UBS; PT 43.50 euros
2026-06-09 15:55:06 GMT
(Bloomberg) -- UBS analyst Natasha Brilliant raised the
recommendation on Basic-Fit NV to buy from neutral.
PT set to 43.50 euros, implies a 49% increase from last price.
If $TSLA can trade at 120x T12M EBITDA I'm sure SpaceX can trade for an absurd valuation too.
Since $VREOF announced its recap in Dec ’24, shares are down ~30% vs. +35% for $MSOS. The roll-up hasn’t resonated with the market, and lock-up expirations still lie ahead.
investors.vireogrowth.com/ne…
$FDX increasingly looks like an interesting short here. Valuation is near historical highs, fundamentals are solid but not exceptional, and a major 3PL is entering the space. Feels like multiple compression risk, similar to what we saw in software. Would welcome the bull case. $UPS $AMZN
Any reason $FDX is not a good short here at 20x?
wsj.com/logistics-report/ama…
Any reason $FDX is not a good short here at 20x?
wsj.com/logistics-report/ama…
With rescheduling momentum building, how are you thinking about upside in your #cannabis holdings? What P/E multiple does the sector re-rate to? (Broad strokes.)
23%Sub-10x (no interest)
45%15x (low growth consumer)
18%20x (growth story)
14%25x+ (meme fever)
22 votes • Final resultsDisappointing to see pieces like this get front-page treatment in outlets like @WSJ. No one is advocating for adolescent #cannabis use, just as no one in alcohol argues for lowering the drinking age. Feels like outdated scare tactics.
$MSOS $GTBIF $TCNNF $CXXIF $AAWH $CURLF
wsj.com/opinion/marijuana-is…
