Kumar Thangudu

I think my accumulated portfolio above will outperform 95% of $250M or less VC, PE, and Hedge funds in the next 5 years in terms of risk, liquidity, and returns. I guesstimate a 7x on $TRAK in 5 years or less. repositrak.com I guesstimate a 3x on $PRTH in 5 years or less. prioritycommerce.com I guesstimate a 4x on $NGVC in 5 years or less. naturalgrocers.com Repositrak - $TRAK $TRAK - you can read all my tweets about it if you search. Priority Commerce - $PRTH $PRTH - is a sleeping juggernaut fintech company that combines  • Plastiq • rollfi.xyz (i missed out on angel investing in Rollfi and had even met the founder years ago...facepalm.)  • ACH • Healthcare Platform Payments -  • CFTPay - Debt Resolution Platform  • Traditional credit card processing  I see $PRTH as a 7-8 headed beast when I look at it versus Stripe. It has 140bn in annual processing volume or 1/10th of Stripe's volume. It has as of this morning a 560M valuation which is about 1/166th the market cap of Stripe. I imagine $PRTH can easily roll their own docs and support all the plugins like profitwell.com with ease given their large ecosystem of private companies using the platform for payments. I believe they can contend and compete with private company juggernauts like moderntreasury, column, stripe, Gusto, Emburse, and many more. I have used many of these companies' technologies, missed out on angel investing in them, and for most of these companies to justify going public to their VC's, they need a sustained $5Bn valuation and certain growth metrics to absorb institutional cash and provide liquidity to their investors via IPO. They remain active in the secondary markets for a long while whereas Priority has unfair distribution mechanisms, licenses, and seemingly limitless revenue levers Natural Grocers - $NGVC This is a pure play MAHA stock. NG is a grocery store that looks to be a solid long compounder with a unique selling proposition that I haven't found viable contenders to. They stand against chemicals in food in a way that I haven't seen from any other major retailer. Sprouts sells tons of chemicals, I walked into one a few weeks ago in Houston and was disappointed.  We'll see how all of this shakes out with tariffs and more that are likely to arrive to American shores, but I shall hold and accumulate all of these.