Greystone Capital 2025 Q2 (SYZ CN)
Pitch Summary: SYZ returned 57% during Q2 and was our largest contributor for the second quarter in a row, contributing about 3.8% to overall returns. The company reported one of the strongest quarters in its history, with over 40% topline growth and EBITDA margins approaching 25%. Revenue quality remains strong, with recurring revenue now making […]
Frank Value Fund 2025 Q2 (CTLP)
Pitch Summary: On June 16th, Frank Value Fund holding Cantaloupe Inc announced an all-cash transaction to go private at $11.20 per share. This offer is 85% higher than the fund’s initial purchase just nine months ago. Cantaloupe emphasizes the repeatable niche Frank Value Fund enjoys as fewer fundamental analysts are researching s/mid cap companies. Ultimately, […]
