Professional
Added to YB: 2020-02-04
Pitch date: 2020-02-04
TSSI [bullish]
TSS, Inc.
+873.88%
current return
Author Info
1 Main Capital is a long-biased investment partnership that invests primarily in high-quality, attractively valued, growing businesses. Visit their fund website.
Company Info
TSS, Inc. provides integration technology services to implement, operate, and maintain information technology systems to enterprises and users in the United States.
Market Cap
$36.3M
Pitch Price
$1.34
Price Target
N/A
Dividend
N/A
EV/EBITDA
6.27
P/E
40.90
EV/Sales
0.41
Sector
IT Services
Category
turnaround
1 Main Holdings top position: Total Site Solutions Inc (TSSI)
TSSI: Systems integrator for modular data centers. New CEO refocused biz on higher margins. Benefits from Dell clients expanding capacity in double-digit CAGR market. Pursuing VAR oppty to procure & resell hardware (~$1B/yr vs $20M rev). Q4 rev higher than Q1-Q3 combined, EBITDA to nearly double. Strong 2020 pipeline, undemanding valuation.
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