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50% sustainable revenue growth for ~12x 2025 earnings
A growth story that was hidden by a bad cap structure. Until recently.
 • 
Sebastian
10
A bad company/good company setup - led by new management
Buying an improving business at a cyclical low
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Sebastian
5
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…
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Sebastian
15
A boring microcap at an inflection point
After years of stagnant earnings, this company is now positioned for growth
 • 
Sebastian
3
The best days of Cipher ($CPH.TO) are still ahead
After this game-changing acquisition, I see another 200% upside
 • 
Sebastian
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
 • 
Sebastian
Off the beaten path company on the OTC trades at a P/E ratio of 4
Record Backlog within a growing industry
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Sebastian
6
Cornerstone FS: A multibagger in the making?
Tiny Currency Exchange company hits inflection point
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Sebastian
13
My current best idea: Innovation Food Holdings (IVFH)
5x EV/EBITDA for an asset-light business after restructuring
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Sebastian
32
Saga Furs: A net-net and soon monopolistic Business
Trading at 0.75x NCAV with a clear catalyst in 2025.
 • 
Sebastian
13
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