2 Comments
User's avatar
MJ's avatar

very nice post (but I am baised as a $TIGR bagholder)

Two minor points:

1) IBKR also bought a big stake in TIGR many years ago

2) TIGR actually did buybacks once a few years back

I appreciate needing a warchest in this business but when you are earning $1 to $1.20 per share, have $3 of net cash and are trading at $7 not even having the option of doing a buyback is starting to get pretty silly

5-7x PE multiple

4x EPS to EV multiple

John's avatar

Appreciate that! Thanks for your great points too.

I fully agree, with the given cash position I really think they need to show the market exactly what they plan to do with it, and of course at these prices, even a $100M buyback would help the stock price out, and the company.

Q4 earnings call should give some colour on their direction, I hope. If they plan to invest fully in their pivot/new business areas/do acquisitions/partnerships, I think that is better than buybacks, but if not, then yes buybacks make perfect sense.