u/BranFendigaidd · 140d agono track record yet
Long VRRM
🚀 VRRM (Verra Mobility) DD: The 75%+ fall (right?)
Verra Mobility crashed 75% after losing the Avis contract, but the market overreacted. Government Solutions provides a durable, high-margin recurring revenue base with strong competitive moats, and at 5x P/E with ~$140-150M annual FCF, the stock is deeply undervalued. Catalysts include cost savings execution, government contract wins, potential PE takeover/strategic review, and travel recovery—offering asymmetric 2-3x upside for disciplined risk management.
At post $4.18Now $3.09-26.1% since postedas of Oct 23, 2:46 PM ET
1d—
3d+10.3%
1w+11.7%
1m+3.8%
3m-2.6%
6m—
1y—