Treasure Hunting

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Sitemap - 2024 - Treasure Hunting

Navigating Business Cycles

Portfolio

A bad company/good company setup - led by new management

Earnings Season Commentary with Maj Soueidan - November 2024

November Update on profiled companies - Part two

November Update on profiled companies - Part one

How to learn and evolve as an investor

Ahead of the herd: Spotting a Transformation into a Growth Company early

The Sweet Illusion of Insider Ownership and What Really Matters

Q3 Portfolio Update: Reflections on +88.5% YTD

A boring microcap at an inflection point

5 Microcaps in 5 Minutes (#5)

Updates on IVFH and SGRP

Updates on the last two profiled companies

The best days of Cipher ($CPH.TO) are still ahead

Picks-and-shovel play for a growing Energy sub-segment at a run-rate P/E of 5

Interview with Bill Bennett - CEO of IVFH

Half-year 2024 review, reflections on +54.8%

Off the beaten path company on the OTC trades at a P/E ratio of 4

I have something to sell you

5 Microcaps in 5 Minutes (#4)

Updates on IVFH, SGRP, CSFS.L &0869.HK

Spar Group (SGRP) trades at less than 3.5x EV/EBITDA with several potential catalysts

My idea generation process: How I find overlooked microcaps

Updates on Innovation Food Holdings (IVFH)

Cornerstone FS: A multibagger in the making?

Update on Saga Furs after 2023 earnings

My current best idea: Innovation Food Holdings (IVFH)

5 Microcaps in 5 Minutes (#3)

2023 Review and Outlook for 2024

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