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Rising Stars

Strategy summary

Invest in the next industry-leading mega-growers like Amazon, Facebook, or Zoom
We are screening 2000+ US-listed companies for you, selecting stocks on trajectories for rapid growth

Read more

Target portfolio structure


Rising Stars (TOP 1-5) — our portfolio
Rising Stars (TOP 6-15)

Actual Performance

PeriodStrategyS&P500

Day -1.8%+0.6%

Week -8.8%+0.6%

Year to date -5.3%+7.7%

Since inception (2020-07-13) -72.2%+63.0%

Maximum drawdown 92.5%

Date of drawdown 2024-02-05

Sharpe ratio -0.48

Volatility (year) 40%

Portfolio (USD) and S&P500 dynamics (%)

chart technology by TradingView

Weekly price changes ($)


Company Share Price -w Price Change($)
82.5%
-10.9%
14.4%
-2.6%
1.9%
-25.1%
0.7%
0.0%
0.6%
-6.0%
Portfolio -8.8%

Beta and Alpha (10 Years BOND)


Beta 10Y
BOND
Alpha 10Y
BOND
Weighted
1.00
-22%

Reviews

2024-03-18
#reports #XGN

[Exagen](https://eninvs.com/all.php?name=XGN) (Diagnostics and Research) reported for 2023 q4
(2024-03-18, Before Market Open):

- Revenue +7.7% YoY (vs -13.3% in previous quarter and historical rate +11.3%)
- EBITDA margin -35.7% increased compared to -107.7% same period last year
- Net Debt decreased by $9.0 mln over the past reporting period (32.5% of market cap)
- FCF (LTM) -$0.0 bln (negative), 86.7% of market cap
- EV/Sales multiple is 0.3x

At the opening of the session the share price went up +15.9% vs S&P500 +0.7%
2024-03-18
#dividend #CMTG

Claros Mortgage Trust, Inc. will pay dividends in the amount of 0.25 USD per share on 2024-03-26, which is 2.6% of the current price 9.79. Together with previous payments, the annual dividend yield will be 11.4%

(2023-12-27: 0.25 USD)
(2023-09-27: 0.25 USD)
(2023-06-28: 0.37 USD)
2024-03-17
(review)
Weekly results
for USD strategies

US Leaders: -0.3%

Global Commodities: +6.2%

Trending Ideas: +7.2%

Rising Stars: -5.3%

vs S&P500: -0.1%

2024-03-17
#dividend #TSQ

Townsquare Media will pay dividends in the amount of 0.1975 USD per share on 2024-04-03, which is 1.9% of the current price 10.57. Together with previous payments, the annual dividend yield will be 7.2%

(2023-12-28: 0.1875 USD)
(2023-09-28: 0.1875 USD)
(2023-06-28: 0.1875 USD)
2024-03-17
#dividend #LADR

Ladder Capital will pay dividends in the amount of 0.23 USD per share on 2024-03-26, which is 2.1% of the current price 11.01. Together with previous payments, the annual dividend yield will be 8.4%

(2023-12-27: 0.23 USD)
(2023-09-27: 0.23 USD)
(2023-06-28: 0.23 USD)
2024-03-17
#dividend #MITT

AG Mortgage Investment Trust will pay dividends in the amount of 0.18 USD per share on 2024-03-26, which is 3.1% of the current price 5.8. Together with previous payments, the annual dividend yield will be 12.4%

(2023-11-01: 0.18 USD)
(2023-09-27: 0.18 USD)
(2023-06-28: 0.18 USD)
2024-03-17
#dividend #NLY

Annaly Capital Management will pay dividends in the amount of 0.65 USD per share on 2024-03-26, which is 3.3% of the current price 19.48. Together with previous payments, the annual dividend yield will be 13.3%

(2023-12-27: 0.65 USD)
(2023-09-27: 0.65 USD)
(2023-06-28: 0.65 USD)
2024-03-17
#dividend #RC

Ready Capital Corporation will pay dividends in the amount of 0.3 USD per share on 2024-03-26, which is 3.4% of the current price 8.86. Together with previous payments, the annual dividend yield will be 15.3%

(2023-12-27: 0.3 USD)
(2023-09-27: 0.36 USD)
(2023-05-25: 0.4 USD)
2024-03-17
#dividend #REFI

Chicago Atlantic Real Estate Finance, Inc. will pay dividends in the amount of 0.47 USD per share on 2024-03-26, which is 2.9% of the current price 16.21. Together with previous payments, the annual dividend yield will be 13.4%

(2023-12-27: 0.76 USD)
(2023-09-27: 0.47 USD)
(2023-06-28: 0.47 USD)
2024-03-16
#reports #RXT

[Rackspace Technology](https://eninvs.com/all.php?name=RXT) (Software — Infrastructure) reported for [2023 q4](https://eninvs.com/press_release.php?source=sec&form_type=10&id=164569)
(2024-03-12, After Market Close):

- Revenue -8.5% YoY (vs -7.1% in previous quarter and historical rate +3.2%)
- EBITDA margin 10.0% increased compared to -17.3% same period last year
- Net Debt decreased by $132.0 mln over the past reporting period (39.3% of market cap)
- FCF (LTM) +$0.5 bln (positive), 134.6% of market cap
- EV/Sales multiple is 1.2x

The company showed EPS +$0.13 per share. At the opening of the session the share price went down -10.9% vs S&P500 0.0%
2024-03-16
#reports #CPSS

[Consumer Portfolio Services](https://eninvs.com/all.php?name=CPSS) (Credit Services) reported for [2023 q4](https://eninvs.com/press_release.php?source=sec&form_type=10&id=164557)
(2024-03-14, After Market Close):

- Revenue +10.8% YoY (vs +2.2% in previous quarter and historical rate +30.2%)
- Net Income -50.0% YoY (vs -60.0% in previous quarter and historical rate +57.1%)
- Net Income margin 7.6% decreased compared to 16.9% same period last year
- P/E multiple is 3.7x compared to historical level (75th percentile) of 4.4x
- P/S multiple is 0.5x
- Price to book: 0.6x

At the opening of the session the share price went down -1.8% vs S&P500 -0.5%
2024-03-16
#reports #CBAT

[CBAK Energy Technology](https://eninvs.com/all.php?name=CBAT) (Electrical Equipment and Parts) reported for [2023 q4](https://eninvs.com/press_release.php?source=sec&form_type=10&id=164562)
(2024-03-15, Before Market Open):

- Revenue -75.9% YoY (vs 0.0% in previous quarter and historical rate +80.3%)
- EBITDA margin -5.6% decreased compared to -4.0% same period last year
- Net Debt decreased by $5.0 mln over the past reporting period (5.3% of market cap)
- FCF (LTM) +$0.0 bln (positive), 3.2% of market cap
- EV/EBITDA multiple is 108.6x compared to historical level (75th percentile) of 262.0x
- EV/Sales multiple is 0.4x

2024-03-16
#reports #BKE

[The Buckle](https://eninvs.com/all.php?name=BKE) (Apparel Retail) reported for [2023 q4](https://eninvs.com/press_release.php?ticker=BKE&q=2023 q4&id=762723)
(2024-03-15, Before Market Open):

- Revenue -5.0% YoY (vs -8.7% in previous quarter and historical rate +19.4%)
- EBITDA -11.2% YoY (vs -16.1% in previous quarter and historical rate +21.4%)
- EBITDA margin 27.0% decreased compared to 28.9% same period last year
- Net Debt increased by $73.0 mln over the past reporting period (3.8% of market cap)
- FCF (LTM) +$0.0 bln (positive), 0.3% of market cap
- EV/EBITDA multiple is 6.5x compared to historical level (75th percentile) of 6.5x
- EV/Sales multiple is 1.6x

At the opening of the session the share price went up +1.8% vs S&P500 -0.5%
2024-03-16
#reports #BFRI

[Biofrontera Inc.](https://eninvs.com/all.php?name=BFRI) (Drug Manufacturers — Specialty and Generic) reported for [2023 q4](https://eninvs.com/press_release.php?source=sec&form_type=10&id=164561)
(2024-03-15, After Market Close):

- Revenue +240.0% YoY (vs +125.0% in previous quarter and historical rate +52.5%)
- EBITDA margin -67.6% increased compared to -250.0% same period last year
- Net Debt increased by $8.0 mln over the past reporting period (19.3% of market cap)
- FCF (LTM) -$0.0 bln (negative), 31.4% of market cap
- EV/Sales multiple is 0.9x

The company showed EPS +$0.00 per share
2024-03-16
#reports #ADTN

[ADTRAN](https://eninvs.com/all.php?name=ADTN) (Communication Equipment) reported for [2023 q4](https://eninvs.com/press_release.php?source=sec&form_type=10&id=164596)
(2024-02-27, After Market Close):

- Revenue -37.2% YoY (vs -20.2% in previous quarter and historical rate +42.3%)
- EBITDA margin -16.9% decreased compared to -9.2% same period last year
- Net Debt increased by $41.0 mln over the past reporting period (9.4% of market cap)
- FCF (LTM) -$0.2 bln (negative), 55.2% of market cap
- EV/Sales multiple is 0.9x

The company showed EPS -$1.40 per share. At the opening of the session the share price went down -1.8% vs S&P500 -0.2%
2024-03-16
#dividend #CLRO

ClearOne will pay dividends in the amount of 0.5 USD per share on 2024-04-10, which is 29.1% of the current price 1.72. Together with previous payments, the annual dividend yield will be 87.2%

(2023-05-31: 1 USD)
2024-03-16
#dividend #MOMO

Momo will pay dividends in the amount of 0.52 USD per share on 2024-04-10, which is 8.7% of the current price 5.97.
2024-03-16
#dividend #WB

Weibo will pay dividends in the amount of 0.8 USD per share on 2024-04-10, which is 8.1% of the current price 9.91. Together with previous payments, the annual dividend yield will be 16.6%

(2023-06-22: 0.85 USD)
2024-03-16
#dividend #NYMT

New York Mortgage will pay dividends in the amount of 0.2 USD per share on 2024-03-21, which is 2.8% of the current price 7.21. Together with previous payments, the annual dividend yield will be 13.9%

(2023-12-21: 0.2 USD)
(2023-09-19: 0.3 USD)
(2023-06-14: 0.3 USD)
2024-03-16
#dividend #PTMN

Portman Ridge Finance Corporation will pay dividends in the amount of 0.69 USD per share on 2024-03-21, which is 3.6% of the current price 19.1. Together with previous payments, the annual dividend yield will be 14.5%

(2023-11-16: 0.69 USD)
(2023-08-18: 0.69 USD)
(2023-05-18: 0.69 USD)
2024-03-16
#dividend #TRIN

Trinity Capital Inc. will pay dividends in the amount of 0.51 USD per share on 2024-03-26, which is 3.4% of the current price 14.8. Together with previous payments, the annual dividend yield will be 14.1%

(2023-12-27: 0.5 USD)
(2023-09-27: 0.54 USD)
(2023-06-28: 0.53 USD)