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Added to YB: 2025-03-24

Pitch date: 2025-03-10

MAPS [bullish]

WM Technology, Inc.

+6.25%

current return

Author Info

No bio for this author

Company Info

WM Technology, Inc., an online cannabis marketplace, provides ecommerce and compliance software solutions to retailers and brands in cannabis market in the United States and internationally.

Market Cap

$140.7M

Pitch Price

$1.28

Price Target

N/A

Dividend

N/A

Sector

Software

Category

special_situation

Show full summary:
TMR Capital Portfolio Holding: WM Technology, Inc.

MAPS: Cannabis marketplace w/ $180M rev, 95% GM, 17% EBITDA margin, FCF+. Dominant platform w/ network effects. 1x rev, 6x EBITDA. Co-founders bid $1.7/sh vs $1.3 current. Activist urges Board reject lowball offer, pursue capital allocation strategy for improved balance sheet & market attention.

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