Deep-Dives

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 •

Playmates Toys: Toy maker trades below Cash and less than 5x 2023 earnings

Playmates Toys(869.HK): An attractive opportunity for the shorter term

Nov 19, 2023 •

Saga Furs: A net-net and soon monopolistic Business

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

Oct 15, 2023 •

SHW AG: The market has just forgotten about this stock

Special Situation: ∼50% upside in a potential Squeeze-Out

Feb 27, 2023 •

LS Invest: Heads I win big, tail I win a little

Special Situation: German Small-Cap offers at least 50-100% upside, with little downside

Dec 1, 2022 •

Overlooked MicroCap: Parks! America ($PRKA)

Software-like margins protected by a local moat

Feb 23, 2022 •

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