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Quick Pitch: Marcus Corp. (NYSE:MCS)
Significant upside to near-term estimates, 90% of its market cap covered by real estate at cost, actively buying back stock and catch-up trade to…
Jun 9
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Quick Pitch: Marcus Corp. (NYSE:MCS)
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May 2025
Stock Updates: BRAG, DAC & QIPT
I have a few batch of updates to provide for you all, let’s get right to it with the first three: BRAG, DAC & QIPT
May 16
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Stock Updates: BRAG, DAC & QIPT
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Quick Pitch: Gambling.com Group (NASDAQ:GAMB)
94% Gross Margin, 24% Net Income margin with 20%+ ROE business and a solid balance sheet, trading at 10x EPS next year's EPS, growing double-digit…
May 12
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Quick Pitch: Gambling.com Group (NASDAQ:GAMB)
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Stock Updates: JAKK & THRY
Jakks Pacific (JAKK) & Thryv Holdings (THRY) Q1 2025 Updates
May 5
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Stock Updates: JAKK & THRY
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April 2025
Snipp Interactive Inc. (TSX-V:SPN)
Net cash technology company with 60%+ gross margin trading at 0.4x revenue, 5x EBITDA, growing double-digit, benefitting from the current…
Apr 14
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Snipp Interactive Inc. (TSX-V:SPN)
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March 2025
Stock Updates: XPOF, BRAG & EAGR
Xponential Fitness (XPOF) Update
Mar 25
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Stock Updates: XPOF, BRAG & EAGR
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Special Situation: Quipt Home Medical Corp. (NASDAQ:QIPT)
An inflecting fundamental story with a pinch of Activism
Mar 18
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Special Situation: Quipt Home Medical Corp. (NASDAQ:QIPT)
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Stock Updates: JAKK, BRAG, & THRY
Update on Jakks Pacific, Bragg Gaming & Thryv
Mar 3
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Stock Updates: JAKK, BRAG, & THRY
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February 2025
Quick Value Pitch: Danaos Corp (NYSE:DAC)
3x EPS stock that trades under 0.5x book value with almost all of its earnings locked in for the next three years, actively buying back stock and…
Feb 18
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Quick Value Pitch: Danaos Corp (NYSE:DAC)
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Xponential Fitness Inc (NYSE:XPOF) Pitch
Scaled fitness franchise Brand with new rockstar management team, growing royalties double-digit, trading at a 10%+ FCF yield, with share repurchases…
Feb 10
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Xponential Fitness Inc (NYSE:XPOF) Pitch
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January 2025
Bragg Inc. (TSX:BRAG) Quick Update: Phenomenal Guidance
Bragg reported preliminary results today:
Jan 29
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Bragg Inc. (TSX:BRAG) Quick Update: Phenomenal Guidance
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Thryv Holdings Inc. (NASDAQ:THRY) Pitch
A SaaS Business Growing 29% for 1.3x revenue? Count me In!
Jan 27
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Thryv Holdings Inc. (NASDAQ:THRY) Pitch
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