Professional
Added to YB: 2021-01-15
Pitch date: 2021-01-15
CLCT [bullish]
Collectors Universe, Inc.
+18.55%
current return
Author Info
Founder of Smoak Capital who shares analysis on stocks on Twitter and in his fund letter. Follow on Twitter.
Company Info
Collectors Universe, Inc. provides authentication, grading, and related services to dealers, collectors, retail buyers, and sellers of coins, trading cards, event tickets, autographs, and historical and sports memorabilia in the United States.
Market Cap
$832.7M
Pitch Price
$77.54
Price Target
100.00 (+9%)
Dividend
N/A
EV/EBITDA
N/A
P/E
46.61
EV/Sales
N/A
Sector
Diversified Consumer Services
Category
special_situation
Smoak Capital holding: Collector's Universe
CLCT: PSA card grading biz sees surge in demand, 70% YoY rev growth, $15M op income. Still undervalued at 12x op income despite 300% stock rise. Takeover bid by NY Mets owner group rejected, new offer up 22%. Shareholders frustrated by lack of proper sale process. Many believe worth >$100 given market dominance & outlook.
Read full article (2 min)