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Investment Thesis
Cabral Gold (CBR.V): A 2-Phase Plan to Fund an Entire District
Cabral Gold is a pre-revenue company sitting on a potential gold district, with a plan to fund itself out of a first phase of production slated for…
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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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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A world that stopped talking, and the portfolio I'm building for it.
1 thesis, 3 sectors, 9 companies, and why.
Jun 16
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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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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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$40M market cap vs. $120M in assets (and that's being conservative).
A better way to play Atlas Salt.
May 16
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Atlas Salt: The Best Risk/Reward Setup I’ve Seen in My Career
500+ hours of work condensed into 40,000 words, for free.
May 16
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