Sitemap - 2024 - Treasure Hunting
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
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
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