i can sit on my cash for now, or start putting it to work

>VTSI
profitable smallcap under $100m market cap going through a rough patch but still keeping bottom line healthy
I dont like to base my thesis on PE but it's also the easiest way to represent it. They still have a positive PE, and in good times even during that bigger market cap valuation last year in 2024 VTSI was trading at a pe 10x
again PE is not really the way to base your decisions in value trading (u get roped into value traps like intel), but it's prob the easiest way to represent it. There are plenty of negative EPS that are actually doing well, ai dashcams was basically breakeven last quarter (-$100K) with so much in the pipeline, operating expenses e.g. prepping for big 2-year contracts, where it works out the company is prepping inventory and other expenses (more staff) so for a $30m contract for example they might spend $5 million right away in 1 quarter but ultimately for the next 4 quarters after that they're fulfilling the $30m contract with less expenses spent if you get what I mean

still not 100% sure on the situation on VTSI but I think obscure companies like VTSI is one more thing to look at.
now looking at basically..
>AMPL
>CXDO
>VTSI
+ ITMSF but this one is a bit scary to entry at this point

god it's such a pain having to look over 5 different companies vs just focusing on 1 company (ai dashcams) in the past few years
having a hard time building up conviction to buy