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Mentions21
Posts4
Latest post15 Sept 2026
NTG Clarity Networks Inc.Selling at <2x normalized EBIT and below liquidation value-15 Sept 2026
Cleantek Industries Inc.Recapping Mistakes and a Few Wins-14 Aug 2026
SuperCom Ltd.Recapping Mistakes and a Few Wins-14 Aug 2026
NTG Clarity Networks Inc.Recapping Mistakes and a Few Wins-14 Aug 2026
Canaf Investments Inc.Recapping Mistakes and a Few Wins-14 Aug 2026
OMS Energy Technologies Inc.Recapping Mistakes and a Few Wins-14 Aug 2026
HireQuest, Inc.Recapping Mistakes and a Few Wins-14 Aug 2026
Total Telcom Inc.Recapping Mistakes and a Few Wins-14 Aug 2026
Xponential Fitness, Inc.Recapping Mistakes and a Few Wins-14 Aug 2026
Warrior Met Coal, Inc.Recapping Mistakes and a Few Wins-14 Aug 2026
Alpha Metallurgical Resources, Inc.Recapping Mistakes and a Few Wins-14 Aug 2026
Zoetis Inc.Recapping Mistakes and a Few Wins-14 Aug 2026
Burford Capital LimitedRecapping Mistakes and a Few Wins-14 Aug 2026
Canaf Investments Inc.Systematically profitable business selling at ~2x EV/EBIT-10 Aug 2026
NTG Clarity Networks Inc.Companies I’m invested in – July 2026-8 Jul 2026
Cleantek Industries Inc.Companies I’m invested in – July 2026-8 Jul 2026
Total Telcom Inc.Companies I’m invested in – July 2026-8 Jul 2026
SuperCom Ltd.Companies I’m invested in – July 2026-8 Jul 2026
IRSA Inversiones y Representaciones Sociedad AnónimaCompanies I’m invested in – July 2026-8 Jul 2026
HireQuest, Inc.Companies I’m invested in – July 2026-8 Jul 2026
OMS Energy Technologies Inc.Companies I’m invested in – July 2026-8 Jul 2026