Reversetomean
ZIM a contrarian playZIM has run through a perfect tailwind momentum, increasing its revenues from roughly 3B to around 10B due to the supply chain disruption and energy situation in Europe / Asia.
Assuming its revenues will drop back to 4B, the company might still be profitable and the valuations could look attractive.
If the company manages a better than expected EPS and better outlook (than estimated), then this stock could be a double bagger.
Risk is limited to a potential 5:1 Reward, which makes it a very interesting proposition.
#notfinacialadvise. Size your position accordingly.
TYL set for a recoveryAlthough $TYL missed EPS and REV in the latest report, it happened by a small margin and the company recorded +16% in revenues in 2022 and +18% on the Operating Income. $TYL has a good business growth history and the stock price have some perspectives to improve.
I post these ideas for my journal. Do your homework and size your position accordingly.