A Few Big Wins for our Subcription Service
We run a subscription service on Seeking Alpha called SHU Growth Portfolio, largely concentrating on small caps, some of which we also cover here on Substack. It has had a few good weeks lately:
TSS International
Here is TSS International (TSSI), blowing it out of the water with their Q1:
We got our members in as low as $3.24.
There is more to come from this one as they're moving into a much bigger facility, and the AI revolution is still in the early innings.
Revenue will gradually shift from low-margin procurement services to higher-margin systems integration and high-margin facilities management.
And let's not forget, Dell (DELL) has got their back, guaranteeing a minimum offtake for 5 years, for starters.
LifeMD
Might not grow quite as spectacularly as HIMS (see below), but its Telehealth business was still up 70% y/y nevertheless, and the company produces stellar gross margins (86%-90%), and the shares are a lot cheaper still compared to its bigger competitor, HIMS.
It has so many expansion opportunities that growth is set to keep going at a high rate for the foreseeable future.
We rode a first very profitable wave with this one a couple of years back, then shifted to HIMS, but recently got back in LFMD at $5.8 in March 2025.
Hims & Hers
We sold our trading positions of Hims & Hers (HIMS) in the March blowout for 2-5x but kept our investing position, which is now again blowing up.
Sometimes pictures say more than a 1000 words:
And if that's not impressive enough, you've got to love this one:
Like LFMD, they still have expansion opportunities galore, we don't know what the shorts are thinking, or even whether they are thinking.
Evolve
We bought in July 2024 at $3.24 and stood by Evolve (EVLV) when a couple of rogue employees advanced some sales figures, we even told the wider public, not just our members.
Trade Desk
We argued that the selloff in Trade Desk (TTD) on the Q4 figures was way overdone, as the company stumbled a little with the transfer to its new Kokai platform and a reorganization at the same time. We also argued that the shares would come back. And that's what they did.
Intermap
We got in as low as 58 cents and last Friday we recognized the head fake selloff on the Q1 earnings, adding at $1.55. It’s Monday morning and the stock is already at $1.83.
electroCore
Of course, focusing mostly on smallcaps will get you some duds as well, electroCore (ECOR) went very right for us, but then very wrong and we're underwater with our position.
However, as you can read here, we think that the share price overreacted to the slight dip in revenue from the VA (its most important channel and producing recurring revenues) in Q4/24, and that dip already seems in the rearview mirror, with VA sequential revenue growth back on track despite what can only have been a VERY difficult Q1 (bearing the full brunt of the DOGE chainsaw).
So we expect the share price to gradually recover, as this company also has a multitude of growth opportunities, as we explained on Substack.
We hope to have some more exciting stocks in the coming weeks and months, so join us at the Shareholdersunite Growth Portfolio.