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ISSC Acquires Aydin Displays for $24.5M: My Full Breakdown
Little was disclosed. So I dug through 13 years of filings to figure out what they actually paid for.
Jul 23
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Cabral Gold (CBR.V): Pay for One Gold Mine, Get the District Thrown In
First gold in Q4-26. The market pays for the mine. The 306 km² district around it? Only tens of millions.
Jul 17
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Short Form Thesis: Cabral Gold CBR.V
35,000 words, carefully distilled into a 10-minute read.
Jul 17
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Atlas Salt UPDATE: many weak signals make a less weak one.
A handful of small things, all pointing the same way.
Jul 6
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June 2026
Build-A-Bear: 7x earnings, 5th straight record year and you're paid to wait. Just in case.
Funny what turns up when you actually read the footnotes.
Jun 29
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The Portfolio I'm Building for the Next Decade
1 thesis, 3 sectors, 9 companies, and why.
Jun 16
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I Let 9,343 IPOs Speak for Themselves. Here's What They Said.
No opinions were harmed in the making of this analysis.
Jun 10
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30% of my portfolio is in this company: revenue and EPS up 3x in 3 years, trading at 12x EBITDA, 50% below peers.
The downside is bounded, the upside is not. That is why I sized it big.
Jun 6
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Atlas Salt UPDATE: Reading Between the Lines of a $10M Raise
The brokers put their own balance sheet behind it.
Jun 2
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May 2026
5 Small Caps I Want to Own, and Exactly What I'm Waiting For
Hundreds screened. These 5 survived.
May 30
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The Science of Not Giving a F*ck About Drawdowns
3 flaws, 4 patches, backed by science.
May 22
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$57M Market Cap vs an $80M Royalty + $46M of Stock. (that stock is a great setup of its own)
A better way to play Atlas Salt.
May 16
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