Pound the Rock Investing
"When nothing seems to help, I go and look at a stonecutter hammering away at his rock perhaps a hundred times without as much as a crack showing in it. Yet at the hundred & first blow it will split in two, & I know it was not that blow that did it, but all that had gone before."
Computer Task Group (CTG)
Cansortium Inc. (CNTMF) – the most underappreciated cannabis stock
IDT Corporation (IDT) – cheap and misunderstood with a path to 100% upside
1847 Goedeker Inc. (GOED) – executing well yet remains incredibly cheap
Thunderbird Entertainment (TBRD.V / THBRF) – a ‘pick and shovel’ way to play the c
PartsiD Inc. (ID) – a niche auto parts retailer with a favorable setup
At Home Group (HOME) – favorable unit economics, long growth runway, cheap valuation
Liberated Syndication (LSYN) – Update and Recent Developments
Liberated Syndication (LSYN) – cheap, growing, with catalysts on the horizon
Power REIT (PW) – a differentiated REIT in the cannabis space
G-Willi Food International (WILC) – fast growing Israeli food distributor
An intro writeup for The APi Group (APG)
RCI Hospitality (RICK) – a cheap FCF generator
Some updated thoughts/corrections on MIXT
MiX Telematics (MIXT) – quality business, quality management team, cheap price
Terravest Industries (TVK.TO / TRRVF) -high quality, undervalued microcap with a phenomenal manageme
DLH Holdings Corp. (DLHC) – decent business with near term catalysts
Gateway Casinos and Leisure Acquisition Corp. SPAC – cheap with decent growth
Some interesting microcap names – part one
Hill International Inc. (HIL) – value with a catalyst