Deep-Dives

A big catalyst has the potential to double revenue and triple EBITDA...

all while trading at merely 5x EV/EBITDA

Feb 4 •

50% sustainable revenue growth for ~12x 2025 earnings

A growth story that was hidden by a bad cap structure. Until recently.

Jan 7 •

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

Buying an improving business at a cyclical low

Dec 1, 2024 •

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

An unprofitable, cyclical company today, but with a strategy for expansion, it has the potential to transform into a high-margin, recurring revenue…

Oct 20, 2024 •

A boring microcap at an inflection point

After years of stagnant earnings, this company is now positioned for growth

Sep 26, 2024 •

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

After this game-changing acquisition, I see another 200% upside

Jul 31, 2024 •

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

A well known value fund is among the biggest shareholders

Jul 16, 2024 •

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

Record Backlog within a growing industry

Jun 30, 2024 •

Cornerstone FS: A multibagger in the making?

Tiny Currency Exchange company hits inflection point

Mar 20, 2024 •

My current best idea: Innovation Food Holdings (IVFH)

5x EV/EBITDA for an asset-light business after restructuring

Feb 18, 2024 •

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