Portfolio Update: October 2024
I recently listened to one of my favorite investing podcasts, The Investors Podcast. In this episode1, host Clay Finck interviewed finance...
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Mattr Corp: How to Transform an Industrial Business Through Rational Capital Allocation
In my latest portfolio update, I discussed the potential of investing in cyclical businesses and how shifts in a company’s business model or...
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Portfolio Update: September 2024
This month, I had the privilege of attending an investment conference, where I engaged with many successful value investors and independent...
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EROAD: A Resilient VMS Business at Free Cashflow Inflection, Trading at Just 1.4x EV/Sales
Investing in small and microcap businesses that are not yet profitable but on the cusp of generating profits can be one of the most rewarding,...
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Portfolio Update: August 2024
Welcome back to the portfolio updates series! This month, I enjoyed a long vacation with my family, spending three weeks traveling through Italy...
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