LMN.V
2 tracked calls · 2 long · 0 short · last 90d: 1L/0S
first called by We Study Billionaires 3mo ago
LONGPOSITION1mo ago
“In order for them to continue growing their intrinsic value around 15%, they're probably going to need to add something like 3 to 5 new acquisitions per year.”We Study Billionaires · Kyle Grieve
Lumine compounds intrinsic value 15% via 3-5 acquisitions a year, profitable and comfortably held
LMN.VLONG@ $23.74
$24.65+3.84%
since call Jun 14
peak +6.0%
LONGPOSITION3mo ago
“they could do 2 to 4 deals a year … and still compound at 20% plus”We Study Billionaires · Clay Finck
Lumine compounds at 20%+ from a tiny base via low-competition carve-outs, shielded from law of large numbers
LMN.VLONG@ $21.88
$24.65+12.64%
since call Apr 18
peak +12.6%