CMRC is highlighted as a potential "free money" opportunity, with a base case target of 4-5x its current price and an upside of 1000%. This is based on a $500M revenue target, which at a 5x EV/revenue multiple, could value the stock at over $30, or $18 at a more conservative 4x ARR multiple, significantly above its current $4 price. The author believes the downside is already priced in, and the market is underestimating the new CEO's track record.