Portfolio Q1 2026 + D-Box D-Box Technologies Inc. – DBO.TO
Pitch Summary: D-Box Technologies Inc. has shown significant growth potential under new management, with a strategic focus on expanding its theater business segment. The company has successfully increased the number of screens equipped with its technology, leading to a substantial rise in royalties and operating income. With a strong cash position and no debt, D-Box […]
NubankNubank – NU
Pitch Summary: Nubank has established itself as a global benchmark in digital finance by achieving significant market penetration in Brazil and expanding its customer base across Latin America. Its scalable revenue model, centered on credit cards, personal loans, and investment products, allows for efficient customer service at a low cost. The company’s strategic expansion into […]
Nanocap Osaka Yuka Industry (4124): A Strategic Buyer Offered ¥3,201. An Activist Paid More to Stop the Deal. The stock trades at ¥2,746Osaka Yuka Industry – 4124.T
Pitch Summary: Osaka Yuka Industry is a small but strategically significant player in the precision distillation industry. The company became a target for acquisition by Daiseki, a much larger chemicals company, which offered ¥3,201 per share, highlighting the strategic value of Osaka Yuka’s technology. However, the bid was blocked by activist investor Mitsutoki Shigeta, who […]
Zoomd Technologies: Why It’s Back In My PortfolioZoomd Technologies Ltd. – ZOMD:CA
Pitch Summary: Zoomd Technologies experienced a temporary setback in Q3 2025 due to a 3% revenue decline, primarily because of the timing of revenue recognition from the Euro Cup tournament. Despite this, the company maintains a strong net income and a favorable valuation. The temporary halt in marketing by two major clients due to technical […]
Crane Co.Crane Company – CR
Pitch Summary: Crane Company, a spin-off from Crane Holdings, is a manufacturer of mission-critical components for aerospace and process control industries. The company benefits from a strong market position, with significant market share in key aerospace markets and a high percentage of recurring revenue from aftermarket parts. The Crane Business System, modeled after Danaher’s successful […]
S&P Global – A Deep Dive into A Beaten-Down Financial PowerhouseS&P Global Inc. – SPGI
Pitch Summary: S&P Global Inc. (SPGI) is a financial powerhouse with a durable moat, offering essential financial information and analytics that are deeply embedded in global financial infrastructure. Despite a recent 28% drop in share price since August 2025, driven by AI disruption fears, SPGI’s core businesses in Ratings, Indices, and Energy remain strong and […]
124 Staffline Group Staffline Group Plc – STAF.L
Pitch Summary: Staffline Group Plc has strategically repositioned itself as a ‘pure-play’ recruitment platform by divesting its PeoplePlus division, allowing it to focus on core staffing activities and high-margin managed service contracts. The company is targeting aggressive market share growth in the blue-collar sector and has secured significant long-term partnerships. It is investing in digital […]
The China Tech RoutAlibaba Group Holding Limited – BABA
Pitch Summary: Despite recent market volatility and negative sentiment surrounding Chinese tech stocks, Alibaba’s long-term growth prospects remain strong. The company is transitioning to a cloud and AI-first strategy, leveraging its massive user base and commerce data to capitalize on AI-powered shopping. Regulatory actions are stabilizing the competitive landscape, potentially improving margins once the current […]
Arista networks.Arista Networks – ANET
Pitch Summary: Arista Networks is a key player in the networking equipment industry, particularly in AI clusters where its switches are critical. The company boasts a strong financial position with significant cash reserves and no debt, and it has demonstrated pricing power with high gross margins. However, Arista faces significant risks due to revenue concentration, […]
Who Am I?…Episode 9 / Comstock (LODE)Comstock Inc – LODE
Pitch Summary: Comstock Inc is undergoing a significant transformation from a traditional mining company to a leader in solar panel recycling. The company is monetizing its legacy mining and real estate assets, with expected proceeds of around $300 million. Its solar recycling business boasts high ROIC and profitability at low utilization rates, with plans for […]
Electrovaya (ELVA)Electrovaya – ELVA
Pitch Summary: Electrovaya is a compelling investment due to its patented ceramic separator technology, which provides a significant competitive advantage in safety and battery life. The company has transitioned from burning cash to achieving positive cash flow and net profitability, indicating strong financial health. Electrovaya’s focus on high-margin industrial sectors and its expansion into the […]
Boeing.Boeing – BA
Pitch Summary: Boeing is facing significant operational challenges that undermine its structural advantages as a duopolist in the aerospace industry. The company is struggling with deteriorating capital efficiency, weak profitability, and high leverage. Despite efforts to improve operational efficiency, Boeing’s financial health remains precarious, with negative equity and thin profit margins. The company’s defense division […]
KEDM Lite Vol. 7Delivery Hero – DHER.DE
Pitch Summary: Delivery Hero is facing pressure from major shareholders to conduct a strategic review aimed at improving its share price performance. The company has announced plans to sell assets, including its Foodpanda business in Taiwan, to address shareholder concerns and unlock value. The sale to Grab for $600 million is a significant step in […]
KEDM Lite Vol. 7FMC Corporation – FMC
Pitch Summary: FMC Corporation is conducting a strategic review to explore potential sales and asset divestitures as it faces weak performance and a challenging market environment. The company aims to prioritize debt reduction by targeting $1 billion through asset sales and licensing. Despite the challenges, FMC has some valuable assets and opportunities for recovery, particularly […]
KEDM Lite Vol. 7Fronterra Energy – FEC.TO
Pitch Summary: Fronterra Energy is in the process of separating its Colombian infrastructure business from its exploration and production operations. This strategic move will create two companies with distinct operational focuses and earnings profiles. The divestment of Colombian assets to Parex for $525 million, along with debt and prepayment adjustments, will enable Fronterra to return […]
KEDM Lite Vol. 7Enviri – NVRI
Pitch Summary: Enviri is exploring strategic alternatives, including the sale or separation of its Clean Earth business, to address the gap between its public market valuation and its intrinsic value. The company has already signed a $3 billion asset deal with Veolia to sell its Clean Earth business and plans to spin off its Environmental […]
Two Special Situations to Park Cash (With Upside)EchoStar – SATS
Pitch Summary: EchoStar has undergone a significant transformation by monetizing its spectrum assets through major deals with AT&T and SpaceX, resulting in a substantial reduction of its debt burden. The company now holds a net cash position of over $10 billion and a valuable equity stake in SpaceX. Despite the complexities and risks associated with […]
Two Special Situations to Park Cash (With Upside)Tiptree – TIPT
Pitch Summary: Tiptree is in the process of transforming itself by shedding its old identity and focusing on capital allocation. The company is finalizing two major asset sales, which will result in a pro-forma book value of approximately $923 million, largely in cash and liquid assets, with no debt. The management team has a proven […]
Assertio (NASDAQ: ASRT)Assertio Holdings, Inc. – ASRT
Pitch Summary: Assertio Holdings, Inc. presents a compelling investment opportunity due to its strong growth prospects and undervaluation. The company primarily generates revenue from Rolvedon, a drug that addresses neutropenia in chemotherapy patients, and is protected by intellectual property through 2039. Despite past legal challenges and restructuring, Assertio is poised for significant financial improvement, with […]
A Nanocap trading at 5x EV/FCF and is Buying Back StockConnexion Mobility – CXZ
Pitch Summary: Connexion Mobility is a SaaS provider focused on automotive fleet management, with its flagship product OnTRAC being used exclusively by General Motors. The company has shown impressive revenue growth, from $3.81 million in 2022 to $11.18 million in 2025, largely due to a mandate from General Motors. However, the company’s reliance on a […]
