Deep-Dives

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 •

A boring microcap at an inflection point

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

Sep 26 •

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

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

Jul 31 •

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 •

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

Record Backlog within a growing industry

Jun 30 •

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

Former value traps unlocks value

Apr 28 •

Cornerstone FS: A multibagger in the making?

Tiny Currency Exchange company hits inflection point

Mar 20 •

My current best idea: Innovation Food Holdings (IVFH)

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

Feb 18 •

Saga Furs: A net-net and soon monopolistic Business

Trading at 0.75x NCAV with a clear catalyst in 2025.

Oct 15, 2023 •

#nojs-banner { position: fixed; bottom: 0; left: 0; padding: 16px 16px 16px 32px; width: 100%; box-sizing: border-box; background: red; color: white; font-family: -apple-system, "Segoe UI", Roboto, Helvetica, Arial, sans-serif, "Apple Color Emoji", "Segoe UI Emoji", "Segoe UI Symbol"; font-size: 13px; line-height: 13px; } #nojs-banner a { color: inherit; text-decoration: underline; } This site requires JavaScript to run correctly. Please turn on JavaScript or unblock scripts