FLYW Flywire Corp

$FLYW one of the best charts out there right now with the $20 breakout being the focal point.

$FLYW Coiled Spring. Here's a chart of Flywire's 2026 EBITDA estimate - it is actually up 8.5% from the time immediately before they had that reset in early 2025. And trailing EBITDA itself will have gone from $78M at the time of the reset, and will be $178M per consensus for 2026, and yet the stock is still where it is at around the time before the reset. The company was overly conservative in their guide, much like they appear to be right now, and forward estimates appear too low to me. These student visa issues are not a huge driver of revenues - it's more of a self help story with client wins being the core driver - that's worth a lot in today's market. The multiple has yet to recover - could easily pop 50% on multiple alone, but you're also going to get strong profit growth in coming years. I don't expect it to sell any time soon but if they did it's well into the $30's (and rising with earnings each year).

$FLYW beautiful chart followed by strong volume on green days vs red days. $19.50 breakout watch

$FLYW Starting to trim here - just selling the stuff I had acquired almost 2 years ago just before their blow up. Will keep the stuff I picked up after that which is the majority of my holding but right here I'm taking a small capital loss. My work says that this stock ought to be a lot higher but at same time maybe I'm wrong - I hear them talk about what a great future they have but then I see consensus gross profit growth expectations of 13.5% and 11.8% for 2027 and 2028. However given they expect 3% annual dilution from stock comp that works out at sub 10% gross profit per share growth over the next couple of years. Sorry Flywire that's not premium growth and certainly nothing to get excited about. Many of the large cap banks have been retiring stock on a net basis and have been growing revenue per share in the double digits lately. I mean if you can't outgrow a large cap bank then it is maybe time to sell the company?